Research Analysts Offer Predictions for ORLY Q2 Earnings

O’Reilly Automotive, Inc. (NASDAQ:ORLY) – Equities researchers at Zacks Research raised their Q2 2025 earnings estimates for shares of O’Reilly Automotive in a research report issued to clients and investors on Wednesday, May 7th. Zacks Research analyst R. Department now anticipates that the specialty retailer will earn $11.51 per share for the quarter, up from their previous forecast of $11.35. 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 $11.90 EPS and Q4 2025 earnings at $10.26 EPS.

O’Reilly Automotive (NASDAQ:ORLY) last announced its quarterly earnings data on Wednesday, April 23rd. The specialty retailer reported $9.35 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $9.84 by ($0.49). O’Reilly Automotive had a net margin of 14.28% and a negative return on equity of 166.88%. The business had revenue of $4.14 billion during the quarter, compared to analyst estimates of $4.18 billion. During the same quarter in the prior year, the company posted $9.20 EPS. The company’s quarterly revenue was up 4.0% compared to the same quarter last year.

A number of other equities analysts have also recently issued reports on ORLY. StockNews.com upgraded shares of O’Reilly Automotive from a “hold” rating to a “buy” rating in a research note on Thursday, April 3rd. Wedbush upped their target price on shares of O’Reilly Automotive from $1,200.00 to $1,350.00 and gave the stock a “neutral” rating in a report on Thursday, February 6th. Barclays upped their target price on shares of O’Reilly Automotive from $1,250.00 to $1,290.00 and gave the stock an “equal weight” rating in a report on Monday, April 28th. Wells Fargo & Company upped their target price on shares of O’Reilly Automotive from $1,425.00 to $1,550.00 and gave the stock an “overweight” rating in a report on Wednesday, April 16th. Finally, Guggenheim reaffirmed a “buy” rating and issued a $1,475.00 target price on shares of O’Reilly Automotive in a report on Monday, March 10th. Two research analysts have rated the stock with a hold rating, fifteen have issued a buy rating and two have assigned a strong buy rating to the stock. According to MarketBeat, the stock has a consensus rating of “Buy” and an average target price of $1,414.56.

O’Reilly Automotive Stock Performance

Shares of ORLY stock opened at $1,339.61 on Monday. O’Reilly Automotive has a 52-week low of $947.49 and a 52-week high of $1,458.37. The stock has a market cap of $76.68 billion, a price-to-earnings ratio of 32.95, a P/E/G ratio of 2.34 and a beta of 0.64. The firm has a fifty day moving average of $1,369.06 and a 200-day moving average of $1,291.65.

O’Reilly Automotive’s stock is scheduled to split on Tuesday, June 10th. The 15-1 split was announced on Thursday, March 13th. The newly minted shares will be distributed to shareholders after the market closes on Monday, June 9th.

Institutional Trading of O’Reilly Automotive

A number of institutional investors have recently made changes to their positions in ORLY. JPL Wealth Management LLC acquired a new position in O’Reilly Automotive during the fourth quarter worth $3,123,000. Annex Advisory Services LLC lifted its position in O’Reilly Automotive by 23.2% during the fourth quarter. Annex Advisory Services LLC now owns 34,027 shares of the specialty retailer’s stock worth $40,349,000 after purchasing an additional 6,418 shares during the period. Montecito Bank & Trust bought a new stake in O’Reilly Automotive during the fourth quarter worth about $365,000. Y Intercept Hong Kong Ltd lifted its position in O’Reilly Automotive by 824.6% during the fourth quarter. Y Intercept Hong Kong Ltd now owns 3,606 shares of the specialty retailer’s stock worth $4,276,000 after purchasing an additional 3,216 shares during the period. Finally, Assetmark Inc. lifted its position in O’Reilly Automotive by 13.2% during the fourth quarter. Assetmark Inc. now owns 21,032 shares of the specialty retailer’s stock worth $24,940,000 after purchasing an additional 2,452 shares during the period. Institutional investors own 85.00% of the company’s stock.

Insider Activity

In other O’Reilly Automotive news, Director Andrea Weiss sold 248 shares of O’Reilly Automotive stock in a transaction that occurred on Monday, February 24th. The shares were sold at an average price of $1,311.23, for a total value of $325,185.04. Following the transaction, the director now owns 452 shares of the company’s stock, valued at approximately $592,675.96. The trade was a 35.43% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, CEO Brad W. Beckham sold 833 shares of O’Reilly Automotive stock in a transaction that occurred on Wednesday, February 19th. The shares were sold at an average price of $1,300.00, for a total transaction of $1,082,900.00. Following the completion of the transaction, the chief executive officer now directly owns 760 shares in the company, valued at approximately $988,000. The trade was a 52.29% decrease in their position. The disclosure for this sale can be found here. In the last quarter, insiders have sold 7,894 shares of company stock valued at $10,409,618. 1.01% of the stock is currently owned by insiders.

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.