Zacks Research Issues Pessimistic Forecast for ORLY Earnings

O’Reilly Automotive, Inc. (NASDAQ:ORLY) – Analysts at Zacks Research dropped their Q1 2026 earnings per share (EPS) estimates for O’Reilly Automotive in a research note issued to investors on Wednesday, February 18th. Zacks Research analyst Team now expects that the specialty retailer will earn $0.68 per share for the quarter, down from their prior forecast 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 issued its quarterly earnings data on Wednesday, February 4th. The specialty retailer reported $0.71 earnings per share for the quarter, missing the consensus estimate of $0.72 by ($0.01). O’Reilly Automotive had a negative return on equity of 239.04% and a net margin of 14.27%.The company had revenue of $4.41 billion for the quarter, compared to the consensus estimate of $4.39 billion. During the same period in the previous year, the firm earned $9.50 earnings per share. The company’s 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.

Several other brokerages have also commented on ORLY. Morgan Stanley set a $108.00 price target on O’Reilly Automotive in a research note on Monday, February 9th. Roth Mkm reiterated a “buy” rating on shares of O’Reilly Automotive in a report on Wednesday, February 4th. UBS Group set a $114.00 price target on shares of O’Reilly Automotive in a report on Friday, February 6th. Citigroup lowered their price target on shares of O’Reilly Automotive from $114.00 to $110.00 and set a “buy” rating for the company in a research report on Monday, February 9th. Finally, Truist Financial set a $107.00 price objective on shares of O’Reilly Automotive and gave the company a “buy” rating in a research note on Friday, February 6th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $110.26.

O’Reilly Automotive Stock Up 1.5%

Shares of NASDAQ ORLY opened at $94.17 on Friday. O’Reilly Automotive has a twelve month low of $85.55 and a twelve month high of $108.71. The firm has a market cap of $79.49 billion, a PE ratio of 31.78, a price-to-earnings-growth ratio of 2.07 and a beta of 0.62. The business has a fifty day simple moving average of $94.39 and a two-hundred day simple moving average of $98.92.

Institutional Investors Weigh In On O’Reilly Automotive

Hedge funds have recently modified their holdings of the company. Eagle Bay Advisors LLC purchased a new stake in shares of O’Reilly Automotive in the fourth quarter valued at approximately $25,000. True Wealth Design LLC grew its stake in O’Reilly Automotive by 127.7% in the 3rd quarter. True Wealth Design LLC now owns 271 shares of the specialty retailer’s stock valued at $29,000 after acquiring an additional 152 shares during the period. IAG Wealth Partners LLC purchased a new stake in O’Reilly Automotive in the 3rd quarter worth $31,000. Tucker Asset Management LLC purchased a new stake in O’Reilly Automotive in the 4th quarter worth $26,000. Finally, Wilkerson Advisory Group LLC acquired a new position in O’Reilly Automotive during the fourth quarter worth $27,000. 85.00% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at O’Reilly Automotive

In related news, SVP Philip M. Hopper sold 3,500 shares of O’Reilly Automotive stock in a transaction dated 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 owned 4,792 shares of the company’s stock, valued at $485,190. The trade was a 42.21% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, SVP Christopher Andrew Mancini sold 2,355 shares of the stock in a transaction dated Wednesday, November 26th. The stock was sold at an average price of $101.31, for a total value of $238,585.05. Following the sale, the senior vice president directly owned 28 shares in the company, valued at $2,836.68. This represents a 98.83% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 1.01% of the stock is currently owned by 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.