Q3 EPS Estimate for O’Reilly Automotive Lifted by Analyst

O’Reilly Automotive, Inc. (NASDAQ:ORLY) – Zacks Research raised their Q3 2026 earnings per share (EPS) estimates for O’Reilly Automotive in a research note issued to investors on Wednesday, August 12th. Zacks Research analyst Team now anticipates that the specialty retailer will post earnings per share of $0.91 for the quarter, up from their prior forecast of $0.90. The consensus estimate for O’Reilly Automotive’s current full-year earnings is $3.27 per share. Zacks Research also issued estimates for O’Reilly Automotive’s Q4 2026 earnings at $0.77 EPS, FY2026 earnings at $3.27 EPS, Q1 2027 earnings at $0.83 EPS, Q3 2027 earnings at $0.96 EPS, Q4 2027 earnings at $0.88 EPS, FY2027 earnings at $3.56 EPS, Q2 2028 earnings at $1.01 EPS and FY2028 earnings at $3.96 EPS.

O’Reilly Automotive (NASDAQ:ORLY) last issued its quarterly earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 EPS for the quarter, meeting analysts’ consensus estimates of $0.86. O’Reilly Automotive had a negative return on equity of 232.45% and a net margin of 14.27%.The firm had revenue of $4.89 billion for the quarter, compared to analysts’ expectations of $4.86 billion. During the same quarter in the prior year, the firm earned $0.78 EPS. The business’s revenue for the quarter was up 8.1% compared to the same quarter last year. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS.

Other research analysts have also issued research reports about the company. Mizuho lifted their target price on O’Reilly Automotive from $105.00 to $110.00 and gave the company an “outperform” rating in a report on Friday, May 8th. Weiss Ratings cut shares of O’Reilly Automotive from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, July 23rd. Raymond James Financial reiterated an “outperform” rating and issued a $110.00 target price on shares of O’Reilly Automotive in a research note on Friday, July 31st. Roth Capital reaffirmed a “buy” rating and issued a $111.00 price target on shares of O’Reilly Automotive in a report on Friday, July 31st. Finally, Wolfe Research set a $98.00 price objective on O’Reilly Automotive in a research note on Wednesday, July 15th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $107.24.

O’Reilly Automotive Trading Down 0.6%

ORLY opened at $92.05 on Thursday. The company has a 50 day moving average of $88.81 and a 200 day moving average of $91.46. O’Reilly Automotive has a 12 month low of $82.59 and a 12 month high of $108.71. The company has a market cap of $74.46 billion, a PE ratio of 29.32, a price-to-earnings-growth ratio of 2.02 and a beta of 0.51.

Insider Transactions at O’Reilly Automotive

In other O’Reilly Automotive news, Director Thomas Hendrickson sold 1,200 shares of the business’s stock in a transaction on Friday, May 29th. The shares were sold at an average price of $88.32, for a total value of $105,984.00. Following the completion of the sale, the director directly owned 19,675 shares of the company’s stock, valued at $1,737,696. The trade was a 5.75% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, SVP Robert Allen Dumas sold 84,600 shares of the company’s stock in a transaction dated Wednesday, May 20th. The shares were sold at an average price of $92.60, for a total transaction of $7,833,960.00. Following the sale, the senior vice president owned 1,782 shares of the company’s stock, valued at approximately $165,013.20. The trade was a 97.94% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 88,395 shares of company stock worth $8,170,043. 0.77% of the stock is currently owned by insiders.

Institutional Investors Weigh In On O’Reilly Automotive

Institutional investors have recently bought and sold shares of the stock. Eagle Bay Advisors LLC purchased a new position in O’Reilly Automotive in the 4th quarter worth approximately $25,000. Tucker Asset Management LLC bought a new position in shares of O’Reilly Automotive in the fourth quarter worth approximately $26,000. Wilkerson Advisory Group LLC bought a new position in shares of O’Reilly Automotive in the fourth quarter worth approximately $27,000. Kelleher Financial Advisors purchased a new position in shares of O’Reilly Automotive in the second quarter worth $28,000. Finally, Whipplewood Advisors LLC increased its stake in shares of O’Reilly Automotive by 1,552.6% in the first quarter. Whipplewood Advisors LLC now owns 314 shares of the specialty retailer’s stock worth $29,000 after buying an additional 295 shares during the period. 85.00% of the stock is currently owned by hedge funds and other institutional investors.

O’Reilly Automotive Company Profile

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.