Zacks Research Issues Pessimistic Estimate for ORLY Earnings

O’Reilly Automotive, Inc. (NASDAQ:ORLY) – Stock analysts at Zacks Research lowered their Q1 2026 EPS estimates for shares of O’Reilly Automotive in a report issued on Wednesday, February 18th. Zacks Research analyst Team now forecasts that the specialty retailer will earn $0.68 per share for the quarter, down from their previous estimate of $0.71. 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 Q2 2026 earnings at $0.84 EPS, Q3 2026 earnings at $0.89 EPS, Q4 2026 earnings at $0.78 EPS, FY2026 earnings at $3.19 EPS, Q1 2027 earnings at $0.82 EPS, Q2 2027 earnings at $0.90 EPS, Q3 2027 earnings at $0.95 EPS, Q4 2027 earnings at $0.90 EPS, FY2027 earnings at $3.57 EPS and FY2028 earnings at $3.76 EPS.

O’Reilly Automotive (NASDAQ:ORLY) last posted its earnings results on Wednesday, February 4th. The specialty retailer reported $0.71 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.72 by ($0.01). O’Reilly Automotive had a net margin of 14.27% and a negative return on equity of 239.04%. The firm had revenue of $4.41 billion during the quarter, compared to analyst estimates of $4.39 billion. During the same quarter in the previous year, the business posted $9.50 earnings per share. The business’s quarterly revenue was up 7.8% compared to the same quarter last year. O’Reilly Automotive has set its FY 2026 guidance at 3.100-3.200 EPS.

A number of other brokerages have also commented on ORLY. Citigroup decreased their price objective on O’Reilly Automotive from $114.00 to $110.00 and set a “buy” rating on the stock in a research report on Monday, February 9th. The Goldman Sachs Group set a $121.00 price target on O’Reilly Automotive and gave the stock a “buy” rating in a research report on Friday, October 24th. Wolfe Research raised O’Reilly Automotive from a “hold” rating to a “strong-buy” rating in a research note on Monday, December 22nd. Roth Mkm restated a “buy” rating on shares of O’Reilly Automotive in a report on Wednesday, February 4th. Finally, Raymond James Financial upgraded shares of O’Reilly Automotive from a “market perform” rating to an “outperform” rating and set a $105.00 price target for the company in a report on Wednesday, November 5th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $110.26.

O’Reilly Automotive Stock Performance

Shares of ORLY opened at $94.17 on Friday. The company has a market cap of $79.49 billion, a price-to-earnings ratio of 31.78, a PEG ratio of 2.07 and a beta of 0.62. The stock has a fifty day moving average price of $94.39 and a two-hundred day moving average price of $98.92. O’Reilly Automotive has a 52-week low of $85.55 and a 52-week high of $108.71.

Institutional Trading of O’Reilly Automotive

Institutional investors have recently bought and sold shares of the company. Vanguard Group Inc. grew its stake in O’Reilly Automotive by 1,404.9% in the second quarter. Vanguard Group Inc. now owns 78,834,967 shares of the specialty retailer’s stock valued at $7,105,396,000 after acquiring an additional 73,596,571 shares during the period. State Street Corp raised its position in shares of O’Reilly Automotive by 1,424.2% in the second quarter. State Street Corp now owns 37,179,783 shares of the specialty retailer’s stock valued at $3,351,014,000 after purchasing an additional 34,740,553 shares during the period. Geode Capital Management LLC boosted its stake in O’Reilly Automotive by 1,443.1% in the 2nd quarter. Geode Capital Management LLC now owns 23,679,108 shares of the specialty retailer’s stock worth $2,130,866,000 after purchasing an additional 22,144,563 shares during the period. Bank of New York Mellon Corp increased its holdings in shares of O’Reilly Automotive by 1,317.8% in the second quarter. Bank of New York Mellon Corp now owns 17,651,104 shares of the specialty retailer’s stock worth $1,590,894,000 after purchasing an additional 16,406,181 shares during the period. Finally, Jennison Associates LLC lifted its position in O’Reilly Automotive by 1,820.9% during the second quarter. Jennison Associates LLC now owns 14,116,976 shares of the specialty retailer’s stock valued at $1,272,363,000 after purchasing an additional 13,382,074 shares during the last quarter. Institutional investors own 85.00% of the company’s stock.

Insiders Place Their Bets

In other O’Reilly Automotive news, SVP Philip M. Hopper sold 3,500 shares of the company’s stock in a transaction on Wednesday, November 26th. The stock was sold at an average price of $101.25, for a total transaction of $354,375.00. Following the completion of the sale, the senior vice president directly owned 4,792 shares in the company, valued at $485,190. This represents a 42.21% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, SVP Christopher Andrew Mancini sold 2,355 shares of the company’s stock in a transaction that occurred on Wednesday, November 26th. The stock was sold at an average price of $101.31, for a total transaction of $238,585.05. Following the transaction, the senior vice president owned 28 shares of the company’s stock, valued at approximately $2,836.68. This represents a 98.83% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 1.01% of the stock is currently owned by company insiders.

About O’Reilly Automotive

O’Reilly Automotive, Inc is a leading retailer and distributor in the automotive aftermarket, supplying parts, tools, supplies and accessories for both professional service providers and do‑it‑yourself (DIY) customers. The company’s product assortment covers replacement parts, maintenance items, performance parts, collision components and shop equipment, complemented by diagnostic tools, batteries, chemicals and consumables. O’Reilly serves customers through company-operated retail stores, commercial sales programs for repair shops and maintenance fleets, and digital channels that support parts lookup, ordering and fulfillment.

The company operates a broad supply chain that includes regional distribution centers to support rapid replenishment of store inventory and commercial deliveries.