Q1 EPS Forecast for O’Reilly Automotive Lifted by Analyst

O’Reilly Automotive, Inc. (NASDAQ:ORLY) – Investment analysts at Zacks Research raised their Q1 2026 EPS estimates for shares of O’Reilly Automotive in a research report issued to clients and investors on Monday, June 16th. Zacks Research analyst R. Department now forecasts that the specialty retailer will earn $0.72 per share for the quarter, up from their prior forecast of $0.72. 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 2026 earnings at $0.82 EPS, Q3 2026 earnings at $0.86 EPS, Q4 2026 earnings at $0.80 EPS, FY2026 earnings at $3.21 EPS, Q1 2027 earnings at $0.81 EPS and FY2027 earnings at $3.55 EPS.

O’Reilly Automotive (NASDAQ:ORLY) last posted its quarterly earnings results on Wednesday, April 23rd. The specialty retailer reported $0.62 earnings per share for the quarter, missing analysts’ consensus estimates of $0.66 by ($0.04). The company 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 business’s revenue for the quarter was up 4.0% compared to the same quarter last year. During the same period last year, the company earned $0.61 earnings per share.

Several other equities research analysts have also recently issued reports on the stock. Barclays raised their price target on shares of O’Reilly Automotive from $83.33 to $86.00 and gave the stock an “equal weight” rating in a research note on Monday, April 28th. UBS Group raised their price target on shares of O’Reilly Automotive from $102.33 to $105.33 and gave the stock a “buy” rating in a research note on Thursday, April 24th. BMO Capital Markets raised their price target on shares of O’Reilly Automotive from $96.67 to $100.00 and gave the stock an “outperform” rating in a research note on Friday, April 25th. DA Davidson raised their price target on shares of O’Reilly Automotive from $101.67 to $106.67 and gave the stock a “buy” rating in a research note on Friday, April 25th. Finally, Wells Fargo & Company raised their price target on shares of O’Reilly Automotive from $95.00 to $103.33 and gave the stock an “overweight” rating in a research note on Wednesday, April 16th. Two equities research analysts have rated the stock with a hold rating, fifteen have issued a buy rating and two have issued a strong buy rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Buy” and a consensus price target of $94.30.

O’Reilly Automotive Trading Up 1.6%

Shares of NASDAQ ORLY opened at $89.69 on Thursday. The stock has a market cap of $76.67 billion, a price-to-earnings ratio of 32.97, a PEG ratio of 2.41 and a beta of 0.60. O’Reilly Automotive has a 52 week low of $67.24 and a 52 week high of $97.22. The company’s 50-day moving average price is $91.20 and its 200 day moving average price is $87.99.

Insider Activity

In related news, SVP Ramon Parises Odems sold 30,000 shares of O’Reilly Automotive stock in a transaction on Friday, May 30th. The shares were sold at an average price of $90.70, for a total value of $2,720,900.00. Following the transaction, the senior vice president now owns 240 shares in the company, valued at $21,767.20. This trade represents a 99.21% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, Director John Raymond Murphy sold 3,000 shares of O’Reilly Automotive stock in a transaction on Monday, May 19th. The stock was sold at an average price of $91.93, for a total transaction of $275,800.00. Following the completion of the transaction, the director now owns 4,560 shares in the company, valued at $419,216. This trade represents a 39.68% decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders have sold 33,285 shares of company stock worth $3,022,386. 1.01% of the stock is owned by corporate insiders.

Institutional Trading of O’Reilly Automotive

Hedge funds and other institutional investors have recently bought and sold shares of the stock. GAMMA Investing LLC increased 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 acquiring an additional 1,821,202 shares during the period. Norges Bank bought a new stake in O’Reilly Automotive in the fourth quarter valued at about $867,190,000. Nuveen LLC bought a new stake in O’Reilly Automotive in the first quarter valued at about $897,549,000. Proficio Capital Partners LLC increased its stake in O’Reilly Automotive by 205,600.0% in the fourth quarter. Proficio Capital Partners LLC now owns 503,965 shares of the specialty retailer’s stock valued at $597,602,000 after acquiring an additional 503,720 shares during the period. Finally, Wellington Management Group LLP increased its stake in O’Reilly Automotive by 20.8% in the first quarter. Wellington Management Group LLP now owns 1,924,603 shares of the specialty retailer’s stock valued at $2,757,148,000 after acquiring an additional 330,964 shares during the period. 85.00% of the stock is currently owned by institutional investors and hedge funds.

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.