Q2 Earnings Forecast for ORLY Issued By DA Davidson

O’Reilly Automotive, Inc. (NASDAQ:ORLY) – Stock analysts at DA Davidson issued their Q2 2025 earnings per share estimates for shares of O’Reilly Automotive in a research note issued to investors on Friday, April 25th. DA Davidson analyst M. Baker forecasts that the specialty retailer will post earnings per share of $11.60 for the quarter. DA Davidson has a “Buy” rating and a $1,600.00 price objective on the stock. The consensus estimate for O’Reilly Automotive’s current full-year earnings is $43.94 per share. DA Davidson also issued estimates for O’Reilly Automotive’s FY2025 earnings at $43.93 EPS and FY2026 earnings at $47.94 EPS.

ORLY has been the topic of a number of other research reports. StockNews.com upgraded O’Reilly Automotive from a “hold” rating to a “buy” rating in a research report on Thursday, April 3rd. Royal Bank of Canada raised their price target on O’Reilly Automotive from $1,416.00 to $1,453.00 and gave the stock an “outperform” rating in a research report on Friday, February 7th. Mizuho lifted their target price on O’Reilly Automotive from $1,400.00 to $1,445.00 and gave the company an “outperform” rating in a research report on Friday. Wells Fargo & Company lifted their target price on O’Reilly Automotive from $1,425.00 to $1,550.00 and gave the company an “overweight” rating in a research report on Wednesday, April 16th. Finally, Guggenheim reiterated a “buy” rating and issued a $1,475.00 target price on shares of O’Reilly Automotive in a research report on Monday, March 10th. Two equities research analysts have rated the stock with a hold rating, fifteen have given a buy rating and two have assigned a strong buy rating to the company. According to MarketBeat, the stock presently has an average rating of “Buy” and a consensus target price of $1,412.06.

O’Reilly Automotive Stock Performance

Shares of NASDAQ ORLY opened at $1,347.00 on Monday. O’Reilly Automotive has a 52 week low of $947.49 and a 52 week high of $1,458.37. The stock has a market capitalization of $77.10 billion, a P/E ratio of 33.13, a PEG ratio of 2.34 and a beta of 0.79. The stock’s fifty day moving average is $1,358.96 and its 200 day moving average is $1,277.69.

O’Reilly Automotive shares are set to split on Tuesday, June 10th. The 15-1 split was announced on Thursday, March 13th. The newly issued shares will be payable to shareholders after the closing bell on Monday, June 9th.

O’Reilly Automotive (NASDAQ:ORLY) last issued its quarterly earnings results on Wednesday, April 23rd. The specialty retailer reported $9.35 EPS for the quarter, missing analysts’ consensus estimates of $9.84 by ($0.49). O’Reilly Automotive had a negative return on equity of 166.88% and a net margin of 14.28%. The company had revenue of $4.14 billion during the quarter, compared to the consensus estimate of $4.18 billion.

Insider Activity

In related news, Director Andrea Weiss sold 248 shares of O’Reilly Automotive stock in a transaction that occurred on Monday, February 24th. The stock was sold at an average price of $1,311.23, for a total value of $325,185.04. Following the transaction, the director now directly owns 452 shares of the company’s stock, valued at $592,675.96. The trade was a 35.43 % decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Chairman Gregory L. Henslee sold 3,073 shares of O’Reilly Automotive stock in a transaction that occurred on Monday, February 24th. The stock was sold at an average price of $1,315.15, for a total value of $4,041,455.95. Following the completion of the transaction, the chairman now directly owns 11,397 shares in the company, valued at approximately $14,988,764.55. This represents a 21.24 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last three months, insiders have sold 7,894 shares of company stock valued at $10,409,618. 1.01% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On O’Reilly Automotive

Hedge funds and other institutional investors have recently made changes to their positions in the stock. Vanguard Group Inc. lifted its stake in O’Reilly Automotive by 0.3% in the fourth quarter. Vanguard Group Inc. now owns 5,163,271 shares of the specialty retailer’s stock valued at $6,122,607,000 after buying an additional 17,325 shares during the period. GAMMA Investing LLC lifted its stake in O’Reilly Automotive by 175,115.6% in the first quarter. GAMMA Investing LLC now owns 1,822,242 shares of the specialty retailer’s stock valued at $2,610,507,000 after buying an additional 1,821,202 shares during the period. FMR LLC lifted its stake in O’Reilly Automotive by 0.8% in the fourth quarter. FMR LLC now owns 1,443,540 shares of the specialty retailer’s stock valued at $1,711,750,000 after buying an additional 11,039 shares during the period. Invesco Ltd. lifted its stake in O’Reilly Automotive by 6.2% in the fourth quarter. Invesco Ltd. now owns 799,848 shares of the specialty retailer’s stock valued at $948,460,000 after buying an additional 46,979 shares during the period. Finally, Norges Bank acquired a new position in O’Reilly Automotive in the fourth quarter valued at approximately $867,190,000. 85.00% of the stock is owned by institutional investors and hedge funds.

O’Reilly Automotive Company Profile

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.