William Blair Has Positive Estimate for ORLY Q3 Earnings

O’Reilly Automotive, Inc. (NASDAQ:ORLY) – Investment analysts at William Blair increased their Q3 2025 earnings estimates for shares of O’Reilly Automotive in a note issued to investors on Thursday, July 24th. William Blair analyst P. Blee now forecasts that the specialty retailer will post earnings per share of $0.86 for the quarter, up from their previous estimate of $0.84. The consensus estimate for O’Reilly Automotive’s current full-year earnings is $43.94 per share. William Blair also issued estimates for O’Reilly Automotive’s Q2 2026 earnings at $0.87 EPS, Q3 2026 earnings at $0.95 EPS, Q4 2026 earnings at $0.79 EPS and FY2026 earnings at $3.32 EPS.

Several other brokerages have also recently commented on ORLY. Evercore ISI raised their price objective on shares of O’Reilly Automotive from $97.00 to $107.00 and gave the company an “outperform” rating in a research note on Friday, July 25th. Wells Fargo & Company raised their price objective on shares of O’Reilly Automotive from $103.00 to $105.00 and gave the company an “overweight” rating in a research note on Thursday, July 24th. Barclays reiterated an “equal weight” rating and issued a $86.00 price objective on shares of O’Reilly Automotive in a research note on Friday, July 25th. BMO Capital Markets raised their price objective on shares of O’Reilly Automotive from $100.00 to $110.00 and gave the company an “outperform” rating in a research note on Friday, July 25th. Finally, Guggenheim raised their price objective on shares of O’Reilly Automotive from $98.00 to $110.00 and gave the company a “buy” rating in a research note on Friday, July 25th. Two equities research analysts have rated the stock with a hold rating, sixteen have issued a buy rating and two have given a strong buy rating to the company. According to data from MarketBeat, O’Reilly Automotive currently has a consensus rating of “Buy” and an average price target of $102.22.

O’Reilly Automotive Stock Performance

ORLY stock opened at $98.90 on Monday. O’Reilly Automotive has a one year low of $73.11 and a one year high of $100.10. The stock has a market capitalization of $84.54 billion, a PE ratio of 35.36, a price-to-earnings-growth ratio of 2.58 and a beta of 0.58. The company has a fifty day moving average of $91.52 and a 200-day moving average of $90.07.

O’Reilly Automotive (NASDAQ:ORLY) last released its earnings results on Wednesday, July 23rd. The specialty retailer reported $0.78 EPS for the quarter, hitting the consensus estimate of $0.78. O’Reilly Automotive had a net margin of 14.15% and a negative return on equity of 181.53%. The company had revenue of $4.53 billion during the quarter, compared to analysts’ expectations of $4.54 billion. During the same quarter last year, the business earned $10.55 EPS. The business’s revenue was up 5.9% on a year-over-year basis.

Institutional Investors Weigh In On O’Reilly Automotive

Several institutional investors have recently bought and sold shares of ORLY. Bank of Jackson Hole Trust acquired a new stake in shares of O’Reilly Automotive in the first quarter worth $25,000. HWG Holdings LP purchased a new position in shares of O’Reilly Automotive in the first quarter valued at $26,000. Oakworth Capital Inc. boosted its stake in shares of O’Reilly Automotive by 1,257.1% in the second quarter. Oakworth Capital Inc. now owns 285 shares of the specialty retailer’s stock valued at $26,000 after purchasing an additional 264 shares during the period. HighMark Wealth Management LLC boosted its stake in shares of O’Reilly Automotive by 1,400.0% in the second quarter. HighMark Wealth Management LLC now owns 300 shares of the specialty retailer’s stock valued at $27,000 after purchasing an additional 280 shares during the period. Finally, ORG Partners LLC boosted its stake in shares of O’Reilly Automotive by 839.4% in the second quarter. ORG Partners LLC now owns 310 shares of the specialty retailer’s stock valued at $28,000 after purchasing an additional 277 shares during the period. 85.00% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at O’Reilly Automotive

In other news, Director John Raymond Murphy sold 3,000 shares of O’Reilly Automotive stock in a transaction dated Monday, May 19th. The shares were sold at an average price of $91.93, for a total transaction of $275,800.00. Following the completion of the sale, the director directly owned 4,560 shares in the company, valued at $419,216. The trade was a 39.68% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, SVP Najera Jose A. Montellano sold 285 shares of O’Reilly Automotive stock in a transaction dated Thursday, May 29th. The stock was sold at an average price of $90.13, for a total transaction of $25,686.29. The disclosure for this sale can be found here. In the last three months, insiders sold 33,285 shares of company stock worth $3,022,386. 1.01% of the stock is owned by corporate 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.