Zacks Research Issues Negative Outlook for ORLY Earnings

O’Reilly Automotive, Inc. (NASDAQ:ORLY) – Equities research analysts at Zacks Research decreased their Q1 2025 EPS estimates for shares of O’Reilly Automotive in a research note issued on Wednesday, February 19th. Zacks Research analyst R. Department now forecasts that the specialty retailer will post earnings per share of $9.81 for the quarter, down from their prior forecast of $10.17. The consensus estimate for O’Reilly Automotive’s current full-year earnings is $44.01 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.

Several other research firms have also weighed in on ORLY. BMO Capital Markets raised their price objective on shares of O’Reilly Automotive from $1,400.00 to $1,450.00 and gave the company an “outperform” rating in a research report on Monday, February 10th. Truist Financial raised their price objective on shares of O’Reilly Automotive from $1,290.00 to $1,313.00 and gave the company a “buy” rating in a research report on Friday, October 25th. Evercore ISI raised their price objective on shares of O’Reilly Automotive from $1,315.00 to $1,325.00 and gave the company an “outperform” rating in a research report on Tuesday, December 3rd. Wells Fargo & Company raised their price objective on shares of O’Reilly Automotive from $1,325.00 to $1,425.00 and gave the company an “overweight” rating in a research report on Tuesday, January 28th. Finally, DA Davidson raised their price objective on shares of O’Reilly Automotive from $1,450.00 to $1,525.00 and gave the company a “buy” rating in a research report on Friday, February 7th. Two research analysts have rated the stock with a hold rating, fifteen have given a buy rating and two have issued a strong buy rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Buy” and a consensus target price of $1,390.81.

O’Reilly Automotive Stock Up 1.3 %

Shares of ORLY opened at $1,312.44 on Friday. The firm has a 50-day moving average price of $1,253.03 and a 200 day moving average price of $1,200.38. The firm has a market capitalization of $75.77 billion, a PE ratio of 32.28, a P/E/G ratio of 2.31 and a beta of 0.94. O’Reilly Automotive has a 52-week low of $947.49 and a 52-week high of $1,350.27.

O’Reilly Automotive (NASDAQ:ORLY) last announced its earnings results on Wednesday, February 5th. The specialty retailer reported $9.96 earnings per share (EPS) 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

Several institutional investors and hedge funds have recently bought and sold shares of the business. Vanguard Group Inc. boosted its stake in shares of O’Reilly Automotive by 0.3% in the 4th quarter. Vanguard Group Inc. now owns 5,163,271 shares of the specialty retailer’s stock valued at $6,122,607,000 after purchasing an additional 17,325 shares in the last quarter. Wellington Management Group LLP increased its stake in shares of O’Reilly Automotive by 73.0% in the 3rd quarter. Wellington Management Group LLP now owns 1,725,316 shares of the specialty retailer’s stock valued at $1,986,874,000 after acquiring an additional 728,040 shares during the last quarter. Geode Capital Management LLC increased its stake in shares of O’Reilly Automotive by 1.7% in the 3rd quarter. Geode Capital Management LLC now owns 1,479,166 shares of the specialty retailer’s stock valued at $1,700,513,000 after acquiring an additional 24,135 shares during the last quarter. FMR LLC increased its stake in shares of O’Reilly Automotive by 0.8% in the 4th quarter. FMR LLC now owns 1,443,540 shares of the specialty retailer’s stock valued at $1,711,750,000 after acquiring an additional 11,039 shares during the last quarter. Finally, International Assets Investment Management LLC increased its stake in shares of O’Reilly Automotive by 99,957.0% in the 3rd quarter. International Assets Investment Management LLC now owns 854,487 shares of the specialty retailer’s stock valued at $984,027,000 after acquiring an additional 853,633 shares during the last quarter. Institutional investors own 85.00% of the company’s stock.

Insider Transactions at O’Reilly Automotive

In related news, SVP Mark Joseph Merz sold 500 shares of the firm’s stock in a transaction that occurred on Wednesday, February 12th. The shares were sold at an average price of $1,325.00, for a total transaction of $662,500.00. Following the transaction, the senior vice president now owns 275 shares of the company’s stock, valued at approximately $364,375. This trade represents a 64.52 % decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Maria Sastre sold 248 shares of O’Reilly Automotive stock in a transaction that occurred on Wednesday, February 12th. The shares were sold at an average price of $1,316.17, for a total transaction of $326,410.16. Following the completion of the transaction, the director now directly owns 971 shares in the company, valued at approximately $1,278,001.07. This represents a 20.34 % decrease in their position. The disclosure for this sale can be found here. Insiders sold 1,368 shares of company stock valued at $1,757,952 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.