Research Analysts Offer Predictions for ORLY FY2025 Earnings

O’Reilly Automotive, Inc. (NASDAQ:ORLY) – Investment analysts at DA Davidson lifted their FY2025 earnings per share estimates for shares of O’Reilly Automotive in a research report issued on Friday, October 24th. DA Davidson analyst M. Baker now expects that the specialty retailer will earn $2.97 per share for the year, up from their previous estimate of $2.95. DA Davidson has a “Buy” rating and a $115.00 price target on the stock. The consensus estimate for O’Reilly Automotive’s current full-year earnings is $43.94 per share. DA Davidson also issued estimates for O’Reilly Automotive’s Q4 2025 earnings at $0.71 EPS.

O’Reilly Automotive (NASDAQ:ORLY) last posted its earnings results on Wednesday, October 22nd. The specialty retailer reported $0.85 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.83 by $0.02. O’Reilly Automotive had a negative return on equity of 206.86% and a net margin of 14.23%.The firm had revenue of $4.71 billion for the quarter, compared to analyst estimates of $4.69 billion. During the same quarter in the prior year, the company earned $11.41 EPS. O’Reilly Automotive’s revenue was up 7.8% on a year-over-year basis. O’Reilly Automotive has set its FY 2025 guidance at 2.900-3.000 EPS.

Several other research firms have also issued reports on ORLY. Citigroup increased their target price on O’Reilly Automotive from $104.00 to $114.00 and gave the stock a “buy” rating in a research note on Friday, July 25th. Barclays set a $91.00 target price on O’Reilly Automotive and gave the stock an “equal weight” rating in a research note on Monday. JPMorgan Chase & Co. increased their target price on O’Reilly Automotive from $101.00 to $113.00 and gave the stock an “overweight” rating in a research note on Monday, July 21st. Cowen reissued a “buy” rating on shares of O’Reilly Automotive in a research note on Monday, September 15th. Finally, TD Cowen upped their price target on O’Reilly Automotive from $112.00 to $125.00 and gave the stock a “buy” rating in a report on Monday, September 15th. Eighteen research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $112.28.

O’Reilly Automotive Trading Down 1.5%

ORLY opened at $95.79 on Monday. The stock’s 50-day moving average price is $103.47 and its 200 day moving average price is $96.76. O’Reilly Automotive has a 12-month low of $76.22 and a 12-month high of $108.71. The firm has a market cap of $81.28 billion, a price-to-earnings ratio of 33.18, a PEG ratio of 2.56 and a beta of 0.60.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in the business. Vanguard Group Inc. boosted its position in shares of O’Reilly Automotive by 1,404.9% during the 2nd quarter. Vanguard Group Inc. now owns 78,834,967 shares of the specialty retailer’s stock worth $7,105,396,000 after acquiring an additional 73,596,571 shares in the last quarter. State Street Corp boosted its position in shares of O’Reilly Automotive by 1,424.2% during the 2nd quarter. State Street Corp now owns 37,179,783 shares of the specialty retailer’s stock worth $3,351,014,000 after acquiring an additional 34,740,553 shares in the last quarter. Geode Capital Management LLC boosted its position in shares of O’Reilly Automotive by 1,443.1% during 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 acquiring an additional 22,144,563 shares in the last quarter. Bank of New York Mellon Corp boosted its position in shares of O’Reilly Automotive by 1,317.8% during the 2nd 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 acquiring an additional 16,406,181 shares in the last quarter. Finally, Jennison Associates LLC boosted its position in shares of O’Reilly Automotive by 1,820.9% during the 2nd quarter. Jennison Associates LLC now owns 14,116,976 shares of the specialty retailer’s stock worth $1,272,363,000 after acquiring an additional 13,382,074 shares in the last quarter. 85.00% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other O’Reilly Automotive news, SVP Shari Lynne Reaves sold 2,000 shares of the company’s stock in a transaction dated Wednesday, August 6th. The stock was sold at an average price of $103.81, for a total transaction of $207,620.00. Following the sale, the senior vice president owned 12,826 shares in the company, valued at $1,331,467.06. This represents a 13.49% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Maria Sastre sold 595 shares of the company’s stock in a transaction dated Wednesday, August 13th. The stock was sold at an average price of $102.31, for a total value of $60,874.45. Following the sale, the director owned 15,935 shares in the company, valued at approximately $1,630,309.85. This trade represents a 3.60% decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 91,080 shares of company stock worth $9,341,746 in the last quarter. 1.01% of the stock is owned by company insiders.

About O’Reilly Automotive

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.