Equities Analysts Issue Forecasts for ORLY FY2026 Earnings

O’Reilly Automotive, Inc. (NASDAQ:ORLY) – Research analysts at Zacks Research raised their FY2026 earnings estimates for shares of O’Reilly Automotive in a note issued to investors on Wednesday, November 11th. Zacks Research analyst Team now anticipates that the specialty retailer will earn $3.32 per share for the year, up from their prior estimate of $3.27. The consensus estimate for O’Reilly Automotive’s current full-year earnings is $3.31 per share. Zacks Research also issued estimates for O’Reilly Automotive’s Q2 2027 earnings at $0.92 EPS, FY2027 earnings at $3.59 EPS, Q1 2028 earnings at $0.93 EPS, Q2 2028 earnings at $1.02 EPS, Q3 2028 earnings at $1.07 EPS and FY2028 earnings at $4.00 EPS.

Other equities analysts have also issued reports about the company. BNP Paribas Exane decreased their price target on O’Reilly Automotive from $116.00 to $115.00 and set an “outperform” rating for the company in a research note on Friday, July 31st. TD Cowen lowered their price target on O’Reilly Automotive from $117.00 to $110.00 and set a “buy” rating on the stock in a research report on Friday, July 31st. Weiss Ratings downgraded O’Reilly Automotive from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, August 27th. Bank of America began coverage on O’Reilly Automotive in a report on Monday, October 26th. They issued a “buy” rating and a $106.00 price objective for the company. Finally, Evercore restated an “outperform” rating on shares of O’Reilly Automotive in a report on Monday, October 26th. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat.com, O’Reilly Automotive has an average rating of “Moderate Buy” and a consensus target price of $108.00.

O’Reilly Automotive Price Performance

Shares of NASDAQ:ORLY opened at $91.56 on Friday. O’Reilly Automotive has a 12 month low of $82.59 and a 12 month high of $102.46. The stock has a market cap of $73.44 billion, a price-to-earnings ratio of 28.09, a PEG ratio of 2.15 and a beta of 0.55. The stock’s 50 day moving average price is $87.52 and its 200 day moving average price is $90.26.

O’Reilly Automotive (NASDAQ:ORLY) last posted its quarterly earnings data on Wednesday, October 28th. The specialty retailer reported $0.97 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.93 by $0.04. O’Reilly Automotive had a net margin of 14.27% and a negative return on equity of 188.24%. The business had revenue of $5.12 billion during the quarter, compared to analysts’ expectations of $5.02 billion. During the same period last year, the firm posted $0.85 earnings per share. The business’s revenue was up 8.8% on a year-over-year basis.

Institutional Investors Weigh In On O’Reilly Automotive

Hedge funds have recently modified their holdings of the stock. BlackRock Inc. acquired a new position in shares of O’Reilly Automotive in the 2nd quarter valued at $5,950,042,000. Bank of New York Mellon Corp acquired a new stake in O’Reilly Automotive during the 2nd quarter worth about $1,023,936,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its holdings in O’Reilly Automotive by 1.5% during the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 9,329,667 shares of the specialty retailer’s stock worth $859,169,000 after buying an additional 141,915 shares during the period. Amundi lifted its stake in O’Reilly Automotive by 19.7% during the first quarter. Amundi now owns 8,497,984 shares of the specialty retailer’s stock valued at $784,449,000 after buying an additional 1,397,671 shares in the last quarter. Finally, Bank of America Corp DE purchased a new stake in O’Reilly Automotive during the second quarter valued at about $721,747,000. 85.00% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at O’Reilly Automotive

In other O’Reilly Automotive news, Chairman Gregory Henslee sold 138,705 shares of the company’s stock in a transaction on Wednesday, November 4th. The stock was sold at an average price of $91.75, for a total value of $12,726,183.75. Following the transaction, the chairman owned 241,950 shares of the company’s stock, valued at approximately $22,198,912.50. This represents a 36.44% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Maria Sastre sold 1,200 shares of the stock in a transaction on Wednesday, November 4th. The shares were sold at an average price of $91.72, for a total value of $110,064.00. Following the sale, the director owned 13,770 shares of the company’s stock, valued at $1,262,984.40. This trade represents a 8.02% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 148,655 shares of company stock valued at $13,623,283. 0.77% of the stock is currently owned by corporate insiders.

Key Headlines Impacting O’Reilly Automotive

Here are a few of the latest headlines about ORLY:

• Positive Sentiment: Quarterly growth and outlook drew attention. A recent article points to Q3 growth and the company’s outlook as supportive factors. The supplied earnings background shows EPS of $0.97 versus $0.93 expected and revenue of $5.12 billion versus $5.02 billion expected, with sales up 8.8% year over year. O’Reilly Q3 growth and outlook article
• Positive Sentiment: Technical momentum improved. A report says ORLY moved above its 200-day moving average, a technical signal some investors may view favorably; it does not by itself establish a sustained trend. Article on ORLY crossing its 200-day moving average
• Neutral Sentiment: Valuation remains a counterpoint. One analysis describes O’Reilly as undervalued on some measures but questions whether its premium P/E multiple is justified. That leaves potential upside dependent on the company continuing to deliver growth. Valuation analysis of O’Reilly Automotive

About O’Reilly Automotive

O’Reilly Automotive, Inc. is a specialty retailer of automotive aftermarket parts, tools and accessories. Its products serve both do-it-yourself customers maintaining their own vehicles and professional repair shops. The company also offers services such as battery testing, check-engine-light code reading and parts installation assistance. Its operations include retail stores and distribution centers that support customers and professional service providers. Founded in 1957 by Charles F. O’Reilly and his son Charles H. O’Reilly, the company opened its first store in Springfield, Missouri.