Zacks Research Issues Negative Forecast for ORLY Earnings

O’Reilly Automotive, Inc. (NASDAQ:ORLY) – Equities researchers at Zacks Research cut their Q1 2025 earnings estimates for shares of O’Reilly Automotive in a research note issued to investors on Wednesday, February 19th. Zacks Research analyst R. Department now anticipates that the specialty retailer will post earnings per share of $9.81 for the quarter, down from their prior estimate of $10.17. The consensus estimate for O’Reilly Automotive’s current full-year earnings is $43.94 per share. Zacks Research also issued estimates for O’Reilly Automotive’s Q2 2025 earnings at $11.35 EPS, Q3 2025 earnings at $11.66 EPS, Q4 2025 earnings at $10.24 EPS, FY2025 earnings at $43.05 EPS, Q1 2026 earnings at $11.05 EPS, Q2 2026 earnings at $12.29 EPS, Q3 2026 earnings at $12.94 EPS, Q4 2026 earnings at $12.01 EPS, FY2026 earnings at $48.29 EPS and FY2027 earnings at $53.00 EPS.

A number of other research firms have also issued reports on ORLY. BMO Capital Markets raised their price target on shares of O’Reilly Automotive from $1,400.00 to $1,450.00 and gave the stock an “outperform” rating in a research report on Monday, February 10th. UBS Group raised their price objective on shares of O’Reilly Automotive from $1,400.00 to $1,535.00 and gave the stock a “buy” rating in a research note on Friday, February 7th. Mizuho raised their price objective on shares of O’Reilly Automotive from $1,305.00 to $1,400.00 and gave the stock an “outperform” rating in a research note on Friday, February 7th. Evercore ISI raised their price objective on shares of O’Reilly Automotive from $1,315.00 to $1,325.00 and gave the stock an “outperform” rating in a research note on Tuesday, December 3rd. Finally, Barclays raised their price objective on shares of O’Reilly Automotive from $1,110.00 to $1,250.00 and gave the stock an “equal weight” rating in a research note on Friday, February 7th. Two research analysts have rated the stock with a hold rating, fifteen have issued a buy rating and two have given a strong buy rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Buy” and a consensus target price of $1,390.81.

O’Reilly Automotive Trading Down 0.7 %

ORLY opened at $1,303.41 on Friday. O’Reilly Automotive has a 12-month low of $947.49 and a 12-month high of $1,350.27. The firm has a market capitalization of $75.25 billion, a PE ratio of 32.06, a P/E/G ratio of 2.34 and a beta of 0.94. The firm has a 50 day moving average of $1,253.69 and a two-hundred day moving average of $1,202.38.

O’Reilly Automotive (NASDAQ:ORLY) last released its quarterly earnings results on Wednesday, February 5th. The specialty retailer reported $9.96 earnings per share for the quarter, beating analysts’ consensus estimates of $9.73 by $0.23. O’Reilly Automotive had a net margin of 14.28% and a negative return on equity of 166.88%.

Institutional Investors Weigh In On O’Reilly Automotive

Hedge funds and other institutional investors have recently bought and sold shares of the business. Lee Danner & Bass Inc. acquired a new stake in O’Reilly Automotive in the fourth quarter valued at $28,000. AlphaMark Advisors LLC purchased a new position in shares of O’Reilly Automotive in the fourth quarter valued at $30,000. Murphy & Mullick Capital Management Corp purchased a new position in shares of O’Reilly Automotive in the fourth quarter valued at $31,000. Kestra Investment Management LLC purchased a new position in shares of O’Reilly Automotive in the fourth quarter valued at $32,000. Finally, Darwin Wealth Management LLC purchased a new position in shares of O’Reilly Automotive in the third quarter valued at $32,000. Institutional investors and hedge funds own 85.00% of the company’s stock.

Insider Activity at O’Reilly Automotive

In other O’Reilly Automotive news, SVP Jeffery Thomas Loafman sold 620 shares of the business’s stock in a transaction that occurred on Monday, November 25th. The stock was sold at an average price of $1,240.39, for a total value of $769,041.80. Following the completion of the sale, the senior vice president now owns 5 shares in the company, valued at approximately $6,201.95. The trade was a 99.20 % decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Brad W. Beckham sold 833 shares of the business’s stock in a transaction that occurred on Wednesday, February 19th. The shares were sold at an average price of $1,300.00, for a total value of $1,082,900.00. Following the completion of the sale, the chief executive officer now owns 760 shares of the company’s stock, valued at approximately $988,000. This represents a 52.29 % decrease in their position. The disclosure for this sale can be found here. Insiders sold 2,201 shares of company stock valued at $2,840,852 over the last three months. 1.55% of the stock is owned by corporate insiders.

About O’Reilly Automotive

O’Reilly Automotive, Inc, together with its subsidiaries, operates as a retailer and supplier of automotive aftermarket parts, tools, supplies, equipment, and accessories in the United States, Puerto Rico, and Mexico. The company provides new and remanufactured automotive hard parts and maintenance items, such as alternators, batteries, brake system components, belts, chassis parts, driveline parts, engine parts, fuel pumps, hoses, starters, temperature control, water pumps, antifreeze, appearance products, engine additives, filters, fluids, lighting products, and oil and wiper blades; and accessories, including floor mats, seat covers, and truck accessories.