Zacks Research Issues Negative Outlook for ORLY Earnings

O’Reilly Automotive, Inc. (NASDAQ:ORLY) – Analysts at Zacks Research decreased their Q1 2025 earnings per share (EPS) estimates for O’Reilly Automotive in a research report issued on Wednesday, February 19th. Zacks Research analyst R. Department now anticipates that the specialty retailer will post earnings per share of $9.81 for the quarter, down from their prior estimate 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.

O’Reilly Automotive (NASDAQ:ORLY) last posted its quarterly earnings data on Wednesday, February 5th. The specialty retailer reported $9.96 EPS for the quarter, topping 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%.

A number of other equities analysts have also commented on ORLY. Truist Financial raised their price objective on O’Reilly Automotive from $1,290.00 to $1,313.00 and gave the stock a “buy” rating in a research note on Friday, October 25th. Wedbush lifted their price target on O’Reilly Automotive from $1,200.00 to $1,350.00 and gave the company a “neutral” rating in a research note on Thursday, February 6th. BMO Capital Markets lifted their price target on O’Reilly Automotive from $1,400.00 to $1,450.00 and gave the company an “outperform” rating in a research note on Monday, February 10th. Barclays lifted their price target on O’Reilly Automotive from $1,110.00 to $1,250.00 and gave the company an “equal weight” rating in a research note on Friday, February 7th. Finally, StockNews.com upgraded O’Reilly Automotive from a “hold” rating to a “buy” rating in a research note on Wednesday, January 22nd. Two equities research analysts have rated the stock with a hold rating, fifteen have assigned a buy rating and two have issued a strong buy rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Buy” and a consensus price target of $1,390.81.

O’Reilly Automotive Price Performance

O’Reilly Automotive stock opened at $1,303.41 on Friday. The stock’s fifty day moving average price is $1,253.69 and its two-hundred day moving average price is $1,201.75. O’Reilly Automotive has a one year low of $947.49 and a one year high of $1,350.27. The firm has a market cap of $75.25 billion, a PE ratio of 32.06, a price-to-earnings-growth ratio of 2.31 and a beta of 0.94.

Insider Activity at O’Reilly Automotive

In other O’Reilly Automotive news, SVP Jeffery Thomas Loafman sold 620 shares of the business’s stock in a transaction that occurred on Monday, November 25th. The stock was sold at an average price of $1,240.39, for a total transaction of $769,041.80. Following the completion of the sale, the senior vice president now directly owns 5 shares of the company’s stock, valued at approximately $6,201.95. The trade was a 99.20 % decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, SVP Mark Joseph Merz sold 500 shares of the business’s stock in a transaction that occurred on Wednesday, February 12th. The stock was sold at an average price of $1,325.00, for a total value of $662,500.00. Following the sale, the senior vice president now directly owns 275 shares of the company’s stock, valued at $364,375. This represents a 64.52 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 2,201 shares of company stock valued at $2,840,852 in the last three months. Corporate insiders own 1.55% of the company’s stock.

Institutional Investors Weigh In On O’Reilly Automotive

A number of institutional investors and hedge funds have recently made changes to their positions in ORLY. Lee Danner & Bass Inc. purchased a new stake in O’Reilly Automotive during the fourth quarter valued at about $28,000. AlphaMark Advisors LLC purchased a new stake in O’Reilly Automotive during the fourth quarter valued at about $30,000. Murphy & Mullick Capital Management Corp purchased a new stake in O’Reilly Automotive during the fourth quarter valued at about $31,000. Darwin Wealth Management LLC purchased a new stake in O’Reilly Automotive during the third quarter valued at about $32,000. Finally, Kestra Investment Management LLC purchased a new stake in O’Reilly Automotive during the fourth quarter valued at about $32,000. Hedge funds and other 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.