O'Reilly Automotive, Inc. (NASDAQ:ORLY - Free Report) - Stock analysts at Roth Capital dropped their Q2 2025 EPS estimates for shares of O'Reilly Automotive in a research note issued on Friday, April 25th. Roth Capital analyst S. Stember now forecasts that the specialty retailer will post earnings per share of $11.08 for the quarter, down from their prior estimate of $11.28. The consensus estimate for O'Reilly Automotive's current full-year earnings is $43.94 per share. Roth Capital also issued estimates for O'Reilly Automotive's Q3 2025 earnings at $12.19 EPS, Q4 2025 earnings at $10.73 EPS, FY2025 earnings at $43.33 EPS, Q3 2026 earnings at $13.44 EPS, Q4 2026 earnings at $12.60 EPS and FY2026 earnings at $50.77 EPS.
ORLY has been the subject of a number of other reports. Guggenheim restated a "buy" rating and issued a $1,475.00 price target on shares of O'Reilly Automotive in a research report on Monday, March 10th. UBS Group raised their target price on O'Reilly Automotive from $1,535.00 to $1,580.00 and gave the stock a "buy" rating in a research note on Thursday. Wells Fargo & Company boosted their price target on shares of O'Reilly Automotive from $1,425.00 to $1,550.00 and gave the company an "overweight" rating in a research report on Wednesday, April 16th. Wedbush raised their price objective on shares of O'Reilly Automotive from $1,200.00 to $1,350.00 and gave the stock a "neutral" rating in a research report on Thursday, February 6th. Finally, Barclays boosted their target price 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 investment analysts have rated the stock with a hold rating, fifteen have assigned a buy rating and two have given a strong buy rating to the company. Based on data from MarketBeat.com, the stock has an average rating of "Buy" and a consensus price target of $1,412.06.
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O'Reilly Automotive Stock Down 0.4 %
Shares of NASDAQ ORLY opened at $1,347.00 on Monday. The firm has a 50-day simple moving average of $1,358.96 and a 200-day simple moving average of $1,277.69. The stock has a market capitalization of $77.10 billion, a price-to-earnings ratio of 33.13, a price-to-earnings-growth ratio of 2.34 and a beta of 0.79. O'Reilly Automotive has a 52 week low of $947.49 and a 52 week high of $1,458.37.
Shares of O'Reilly Automotive are scheduled to split before the market opens on Tuesday, June 10th. The 15-1 split was announced on Thursday, March 13th. The newly created shares will be distributed to shareholders after the closing bell on Monday, June 9th.
O'Reilly Automotive (NASDAQ:ORLY - Get Free Report) last issued its quarterly earnings results on Wednesday, April 23rd. The specialty retailer reported $9.35 EPS for the quarter, missing the consensus estimate of $9.84 by ($0.49). The firm had revenue of $4.14 billion for the quarter, compared to analysts' expectations of $4.18 billion. O'Reilly Automotive had a negative return on equity of 166.88% and a net margin of 14.28%.
Institutional Trading of O'Reilly Automotive
Hedge funds have recently added to or reduced their stakes in the company. GAMMA Investing LLC increased its position in shares of O'Reilly Automotive by 175,115.6% in the 1st quarter. GAMMA Investing LLC now owns 1,822,242 shares of the specialty retailer's stock valued at $2,610,507,000 after purchasing an additional 1,821,202 shares during the last quarter. Norges Bank purchased a new stake in shares of O'Reilly Automotive during the 4th quarter worth $867,190,000. Proficio Capital Partners LLC grew its stake in shares of O'Reilly Automotive by 205,600.0% during the fourth quarter. Proficio Capital Partners LLC now owns 503,965 shares of the specialty retailer's stock worth $597,602,000 after purchasing an additional 503,720 shares in the last quarter. Assenagon Asset Management S.A. increased its holdings in O'Reilly Automotive by 197.2% in the first quarter. Assenagon Asset Management S.A. now owns 303,484 shares of the specialty retailer's stock valued at $434,765,000 after buying an additional 201,356 shares during the last quarter. Finally, Raymond James Financial Inc. acquired a new stake in O'Reilly Automotive in the fourth quarter valued at $208,248,000. Institutional investors and hedge funds own 85.00% of the company's stock.
Insider Transactions at O'Reilly Automotive
In other O'Reilly Automotive news, EVP Jason Lee Tarrant sold 1,992 shares of the stock in a transaction that occurred on Tuesday, February 25th. The shares were sold at an average price of $1,339.10, for a total transaction of $2,667,487.20. Following the sale, the executive vice president now directly owns 1,398 shares in the company, valued at $1,872,061.80. This represents a 58.76 % decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, SVP Mark Joseph Merz sold 500 shares of the business's stock in a transaction on Wednesday, February 12th. The stock was sold at an average price of $1,325.00, for a total transaction of $662,500.00. Following the completion of 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 position. The disclosure for this sale can be found here. Insiders sold a total of 7,894 shares of company stock worth $10,409,618 over the last ninety days. Company insiders own 1.01% of the company's stock.
About O'Reilly Automotive
(
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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.
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