Q2 EPS Estimate for O’Reilly Automotive Boosted by Analyst

O’Reilly Automotive, Inc. (NASDAQ:ORLY) – Research analysts at Zacks Research upped their Q2 2026 EPS estimates for shares of O’Reilly Automotive in a report released on Wednesday, May 13th. Zacks Research analyst Team now forecasts that the specialty retailer will post earnings per share of $0.85 for the quarter, up from their previous estimate of $0.84. The consensus estimate for O’Reilly Automotive’s current full-year earnings is $3.24 per share. Zacks Research also issued estimates for O’Reilly Automotive’s Q3 2026 earnings at $0.90 EPS, FY2026 earnings at $3.23 EPS and Q1 2027 earnings at $0.92 EPS.

O’Reilly Automotive (NASDAQ:ORLY) last released its quarterly earnings data on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share for the quarter, topping the consensus estimate of $0.69 by $0.03. O’Reilly Automotive had a net margin of 14.30% and a negative return on equity of 263.22%. The business had revenue of $4.56 billion for the quarter, compared to analyst estimates of $4.46 billion. During the same quarter last year, the firm earned $9.35 EPS. O’Reilly Automotive’s quarterly revenue was up 10.2% compared to the same quarter last year. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS.

Several other research firms have also weighed in on ORLY. Raymond James Financial reissued an “outperform” rating and set a $115.00 price objective on shares of O’Reilly Automotive in a research note on Friday, May 1st. Citigroup reissued a “buy” rating and set a $115.00 price objective (up from $110.00) on shares of O’Reilly Automotive in a research note on Friday, May 1st. UBS Group lifted their price objective on shares of O’Reilly Automotive from $114.00 to $120.00 and gave the stock a “buy” rating in a research note on Friday, May 1st. Evercore reissued an “outperform” rating and set a $115.00 price objective on shares of O’Reilly Automotive in a research note on Friday, May 1st. Finally, TD Cowen reissued a “buy” rating and set a $117.00 price objective (up from $115.00) on shares of O’Reilly Automotive in a research note on Friday, May 1st. One research 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 company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $112.25.

O’Reilly Automotive Price Performance

O’Reilly Automotive stock opened at $89.68 on Friday. The company’s 50 day simple moving average is $92.33 and its 200 day simple moving average is $94.40. O’Reilly Automotive has a fifty-two week low of $86.77 and a fifty-two week high of $108.71. The firm has a market capitalization of $74.32 billion, a price-to-earnings ratio of 29.31, a PEG ratio of 1.98 and a beta of 0.58.

Insider Activity at O’Reilly Automotive

In other O’Reilly Automotive news, CEO Brad W. Beckham sold 13,635 shares of the firm’s stock in a transaction that occurred on Friday, May 8th. The shares were sold at an average price of $95.00, for a total transaction of $1,295,325.00. Following the sale, the chief executive officer directly owned 12,250 shares in the company, valued at approximately $1,163,750. This trade represents a 52.68% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, SVP Philip M. Hopper sold 3,700 shares of O’Reilly Automotive stock in a transaction that occurred on Thursday, May 7th. The shares were sold at an average price of $94.60, for a total transaction of $350,020.00. Following the completion of the sale, the senior vice president owned 4,888 shares in the company, valued at $462,404.80. This trade represents a 43.08% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.77% of the company’s stock.

Institutional Trading of O’Reilly Automotive

A number of hedge funds and other institutional investors have recently made changes to their positions in the business. Entropy Technologies LP acquired a new stake in shares of O’Reilly Automotive in the first quarter valued at approximately $11,354,000. Boreal Capital Management LLC raised its holdings in shares of O’Reilly Automotive by 14.5% in the first quarter. Boreal Capital Management LLC now owns 8,645 shares of the specialty retailer’s stock valued at $798,000 after purchasing an additional 1,095 shares during the last quarter. Morningstar Investment Management LLC raised its holdings in shares of O’Reilly Automotive by 5.3% in the first quarter. Morningstar Investment Management LLC now owns 54,821 shares of the specialty retailer’s stock valued at $5,061,000 after purchasing an additional 2,737 shares during the last quarter. Compound Planning Inc. raised its holdings in shares of O’Reilly Automotive by 2.3% in the first quarter. Compound Planning Inc. now owns 9,151 shares of the specialty retailer’s stock valued at $845,000 after purchasing an additional 207 shares during the last quarter. Finally, Modern Wealth Management LLC raised its holdings in shares of O’Reilly Automotive by 2.7% in the first quarter. Modern Wealth Management LLC now owns 16,941 shares of the specialty retailer’s stock valued at $1,560,000 after purchasing an additional 449 shares during the last quarter. 85.00% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting O’Reilly Automotive

Here are the key news stories impacting O’Reilly Automotive this week:

• Positive Sentiment: Zacks Research raised its near-term and longer-term EPS estimates for O’Reilly Automotive, including Q1 2027 to $0.92 from $0.82, Q2 2026 to $0.85 from $0.84, Q3 2026 to $0.90 from $0.89, FY2026 to $3.23 from $3.19, and FY2028 to $3.91 from $3.76, signaling confidence in future earnings growth.
• Positive Sentiment: The estimate increases reinforce the view that O’Reilly Automotive may continue to beat consensus expectations, which can support the stock as investors focus on earnings durability and forward growth.
• Neutral Sentiment: Roth Capital also lifted its price target on ORLY, adding to the generally favorable analyst backdrop, though the headline details were not provided in the available article link. Roth Capital Lifts PT on O’Reilly Automotive (ORLY) Stock

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.