Q2 EPS Forecast for O’Reilly Automotive Reduced by Analyst

O’Reilly Automotive, Inc. (NASDAQ:ORLY) – Equities researchers at Roth Capital dropped their Q2 2025 EPS estimates for O’Reilly Automotive in a note issued to investors on Monday, February 10th. Roth Capital analyst S. Stember now expects that the specialty retailer will post earnings of $11.28 per share for the quarter, down from their prior forecast of $11.69. Roth Capital 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.

A number of other brokerages also recently commented on ORLY. JPMorgan Chase & Co. increased their price target on O’Reilly Automotive from $1,125.00 to $1,300.00 and gave the company an “overweight” rating in a report on Wednesday, October 16th. StockNews.com upgraded shares of O’Reilly Automotive from a “hold” rating to a “buy” rating in a research note on Wednesday, January 22nd. Truist Financial raised their price objective on shares of O’Reilly Automotive from $1,290.00 to $1,313.00 and gave the stock a “buy” rating in a report on Friday, October 25th. Roth Mkm restated a “buy” rating and issued a $1,337.00 target price on shares of O’Reilly Automotive in a research note on Wednesday, October 16th. Finally, Mizuho lifted their target price on O’Reilly Automotive from $1,305.00 to $1,400.00 and gave the stock an “outperform” rating in a research report on Friday. Two 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. According to MarketBeat, O’Reilly Automotive has a consensus rating of “Buy” and an average target price of $1,390.81.

O’Reilly Automotive Stock Performance

O’Reilly Automotive stock opened at $1,310.02 on Tuesday. O’Reilly Automotive has a one year low of $947.49 and a one year high of $1,350.27. The stock’s 50 day moving average price is $1,242.12 and its 200 day moving average price is $1,189.28. The firm has a market capitalization of $75.63 billion, a PE ratio of 32.22, a price-to-earnings-growth ratio of 2.50 and a beta of 0.94.

O’Reilly Automotive (NASDAQ:ORLY) last announced its quarterly earnings results on Wednesday, February 5th. The specialty retailer reported $9.96 earnings per share (EPS) for the quarter, beating the consensus estimate 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 Transactions at O’Reilly Automotive

In other news, Director Andrea Weiss sold 600 shares of the stock in a transaction on Friday, November 22nd. The stock was sold at an average price of $1,224.07, for a total value of $734,442.00. Following the completion of the sale, the director now owns 700 shares in the company, valued at $856,849. This represents a 46.15 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, 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 transaction, the senior vice president now directly owns 5 shares in the company, valued at approximately $6,201.95. This trade represents a 99.20 % decrease in their position. The disclosure for this sale can be found here. Corporate insiders own 1.55% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds have recently bought and sold shares of the company. AlphaMark Advisors LLC acquired a new position in O’Reilly Automotive in the fourth quarter worth approximately $30,000. Darwin Wealth Management LLC acquired a new stake in O’Reilly Automotive in the 3rd quarter worth approximately $32,000. Kestra Investment Management LLC bought a new stake in O’Reilly Automotive during the fourth quarter worth approximately $32,000. Trifecta Capital Advisors LLC grew its stake in O’Reilly Automotive by 383.3% in the 3rd quarter. Trifecta Capital Advisors LLC now owns 29 shares of the specialty retailer’s stock valued at $33,000 after buying an additional 23 shares during the last quarter. Finally, MidAtlantic Capital Management Inc. acquired a new position in shares of O’Reilly Automotive during the 3rd quarter worth about $37,000. 85.00% of the stock is owned by institutional investors and hedge funds.

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.