Zacks Research Has Bullish Estimate for ORLY Q2 Earnings

O’Reilly Automotive, Inc. (NASDAQ:ORLY) – Analysts at Zacks Research upped their Q2 2025 earnings per share (EPS) estimates for shares of O’Reilly Automotive in a note issued to investors on Monday, June 16th. Zacks Research analyst R. Department now anticipates that the specialty retailer will earn $0.77 per share for the quarter, up from their previous estimate of $0.77. 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 Q3 2025 earnings at $0.80 EPS and Q4 2025 earnings at $0.69 EPS.

A number of other analysts also recently commented on ORLY. UBS Group increased their price objective on shares of O’Reilly Automotive from $102.33 to $105.33 and gave the company a “buy” rating in a report on Thursday, April 24th. Mizuho upped their price target on O’Reilly Automotive from $93.33 to $96.33 and gave the company an “outperform” rating in a research report on Friday, April 25th. Morgan Stanley reaffirmed an “overweight” rating on shares of O’Reilly Automotive in a report on Thursday, April 24th. Wells Fargo & Company boosted their price objective on O’Reilly Automotive from $95.00 to $103.33 and gave the stock an “overweight” rating in a research note on Wednesday, April 16th. Finally, BMO Capital Markets upped their target price on O’Reilly Automotive from $96.67 to $100.00 and gave the company an “outperform” rating in a report on Friday, April 25th. Two equities research analysts have rated the stock with a hold rating, fifteen have assigned a buy rating and two have assigned a strong buy rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Buy” and a consensus target price of $94.30.

O’Reilly Automotive Trading Down 0.5%

NASDAQ:ORLY opened at $88.32 on Wednesday. The company has a market cap of $75.50 billion, a P/E ratio of 32.46, a P/E/G ratio of 2.41 and a beta of 0.60. O’Reilly Automotive has a twelve month low of $67.24 and a twelve month high of $97.22. The company’s 50-day moving average price is $91.26 and its 200-day moving average price is $87.95.

O’Reilly Automotive (NASDAQ:ORLY) last announced its earnings results on Wednesday, April 23rd. The specialty retailer reported $0.62 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.66 by ($0.04). The business had revenue of $4.14 billion for the quarter, compared to analyst estimates of $4.18 billion. O’Reilly Automotive had a negative return on equity of 167.25% and a net margin of 14.10%. The company’s revenue for the quarter was up 4.0% compared to the same quarter last year. During the same period last year, the firm earned $0.61 EPS.

Insider Buying and Selling

In related news, SVP Najera Jose A. Montellano sold 285 shares of the stock in a transaction that occurred on Thursday, May 29th. The shares were sold at an average price of $90.13, for a total transaction of $25,686.29. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, SVP Ramon Parises Odems sold 30,000 shares of O’Reilly Automotive stock in a transaction that occurred on Friday, May 30th. The shares were sold at an average price of $90.70, for a total transaction of $2,720,900.00. Following the completion of the sale, the senior vice president now owns 240 shares of the company’s stock, valued at $21,767.20. This trade represents a 99.21% decrease in their position. The disclosure for this sale can be found here. In the last ninety days, insiders sold 33,285 shares of company stock valued at $3,022,386. 1.01% of the stock is currently owned by insiders.

Hedge Funds Weigh In On O’Reilly Automotive

A number of hedge funds and other institutional investors have recently bought and sold shares of the company. Vanguard Group Inc. lifted its position in shares of O’Reilly Automotive by 1.5% during the first quarter. Vanguard Group Inc. now owns 5,238,396 shares of the specialty retailer’s stock worth $7,504,421,000 after purchasing an additional 75,125 shares in the last quarter. Wellington Management Group LLP increased its stake in O’Reilly Automotive by 20.8% during the 1st quarter. Wellington Management Group LLP now owns 1,924,603 shares of the specialty retailer’s stock worth $2,757,148,000 after buying an additional 330,964 shares during the period. GAMMA Investing LLC lifted its holdings in O’Reilly Automotive by 175,115.6% during the 1st quarter. GAMMA Investing LLC now owns 1,822,242 shares of the specialty retailer’s stock worth $2,610,507,000 after buying an additional 1,821,202 shares in the last quarter. FMR LLC boosted its position in 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 buying an additional 11,039 shares during the period. Finally, Invesco Ltd. boosted its position in O’Reilly Automotive by 6.2% in the 4th 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. 85.00% of the stock is currently owned by hedge funds and other institutional investors.

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.