Q2 EPS Estimates for O’Reilly Automotive Cut by Roth Capital

O’Reilly Automotive, Inc. (NASDAQ:ORLY) – Equities researchers at Roth Capital decreased their Q2 2025 earnings per share (EPS) estimates for shares of O’Reilly Automotive in a note issued to investors on Monday, February 10th. Roth Capital analyst S. Stember now anticipates that the specialty retailer will earn $11.28 per share for the quarter, down from their previous estimate of $11.69. Roth Capital currently has a “Strong-Buy” rating on the stock. The consensus estimate for O’Reilly Automotive’s current full-year earnings is $44.16 per share. Roth Capital also issued estimates for O’Reilly Automotive’s Q3 2025 earnings at $11.53 EPS, Q4 2025 earnings at $10.38 EPS, Q1 2026 earnings at $11.76 EPS, Q2 2026 earnings at $12.98 EPS, Q3 2026 earnings at $13.42 EPS, Q4 2026 earnings at $12.54 EPS and FY2026 earnings at $50.69 EPS.

Other research analysts also recently issued research reports about the company. TD Cowen increased their price target on O’Reilly Automotive from $1,300.00 to $1,375.00 and gave the company a “buy” rating in a research note on Friday, October 25th. Evercore ISI increased their target price on O’Reilly Automotive from $1,315.00 to $1,325.00 and gave the company an “outperform” rating in a research note on Tuesday, December 3rd. Morgan Stanley upgraded O’Reilly Automotive from an “equal weight” rating to an “overweight” rating and boosted their target price for the stock from $1,150.00 to $1,450.00 in a research report on Tuesday, January 21st. Wedbush increased their price target on shares of O’Reilly Automotive from $1,200.00 to $1,350.00 and gave the company a “neutral” rating in a research report on Thursday, February 6th. Finally, Barclays boosted their price objective on shares of O’Reilly Automotive from $1,110.00 to $1,250.00 and gave the company an “equal weight” rating in a report on Friday, February 7th. Two equities 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 company’s stock. According to data from MarketBeat, the stock has an average rating of “Buy” and a consensus target price of $1,390.81.

O’Reilly Automotive Stock Performance

NASDAQ:ORLY opened at $1,323.94 on Tuesday. The company has a market cap of $76.43 billion, a price-to-earnings ratio of 32.56, a P/E/G ratio of 2.50 and a beta of 0.94. The stock’s fifty day moving average price is $1,243.39 and its two-hundred day moving average price is $1,190.81. 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 for the quarter, beating analysts’ consensus estimates of $9.73 by $0.23. O’Reilly Automotive had a negative return on equity of 166.88% and a net margin of 14.28%.

Insider Buying and Selling at O’Reilly Automotive

In other O’Reilly Automotive news, SVP Jeffery Thomas Loafman sold 620 shares of O’Reilly Automotive stock in a transaction dated Monday, November 25th. The shares were 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 $6,201.95. The trade was a 99.20 % decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Andrea Weiss sold 600 shares of the stock in a transaction that occurred on Friday, November 22nd. The stock was sold at an average price of $1,224.07, for a total transaction of $734,442.00. Following the transaction, the director now owns 700 shares in the company, valued at approximately $856,849. The trade was a 46.15 % decrease in their position. The disclosure for this sale can be found here. Insiders own 1.55% of the company’s stock.

Institutional Trading of O’Reilly Automotive

Institutional investors and hedge funds have recently made changes to their positions in the company. Signature Estate & Investment Advisors LLC lifted its position in shares of O’Reilly Automotive by 2.7% during the 4th quarter. Signature Estate & Investment Advisors LLC now owns 55,554 shares of the specialty retailer’s stock worth $65,875,000 after buying an additional 1,475 shares during the last quarter. Zions Bancorporation N.A. raised its stake in O’Reilly Automotive by 29.5% during the fourth quarter. Zions Bancorporation N.A. now owns 294 shares of the specialty retailer’s stock worth $349,000 after acquiring an additional 67 shares in the last quarter. Modern Wealth Management LLC lifted its holdings in shares of O’Reilly Automotive by 4.1% in the fourth quarter. Modern Wealth Management LLC now owns 1,018 shares of the specialty retailer’s stock worth $1,334,000 after acquiring an additional 40 shares during the last quarter. Segall Bryant & Hamill LLC boosted its stake in shares of O’Reilly Automotive by 0.4% in the 4th quarter. Segall Bryant & Hamill LLC now owns 21,795 shares of the specialty retailer’s stock valued at $25,845,000 after purchasing an additional 82 shares in the last quarter. Finally, Horrell Capital Management Inc. grew its holdings in shares of O’Reilly Automotive by 0.3% during the 4th quarter. Horrell Capital Management Inc. now owns 18,684 shares of the specialty retailer’s stock valued at $22,155,000 after purchasing an additional 53 shares during the last quarter. Institutional investors own 85.00% of the company’s stock.

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.