O’Reilly Automotive (ORLY) Projected to Post Quarterly Earnings on Wednesday

O’Reilly Automotive (NASDAQ:ORLY) is expected to release its Q4 2025 results after the market closes on Wednesday, February 4th. Analysts expect the company to announce earnings of $0.72 per share and revenue of $4.39 billion for the quarter. Individuals may review the information on the company’s upcoming Q4 2025 earning report for the latest details on the call scheduled for Thursday, February 5, 2026 at 11:00 AM ET.

O’Reilly Automotive Stock Performance

Shares of ORLY opened at $98.01 on Tuesday. O’Reilly Automotive has a one year low of $85.55 and a one year high of $108.71. The stock’s fifty day moving average is $95.47 and its 200-day moving average is $99.16. The firm has a market capitalization of $82.73 billion, a price-to-earnings ratio of 33.95, a price-to-earnings-growth ratio of 2.09 and a beta of 0.62.

Analyst Ratings Changes

Several research firms have commented on ORLY. Robert W. Baird raised shares of O’Reilly Automotive to a “strong-buy” rating in a research note on Thursday, December 4th. Morgan Stanley set a $110.00 price objective on shares of O’Reilly Automotive and gave the company an “overweight” rating in a research note on Thursday, January 15th. Raymond James Financial raised O’Reilly Automotive from a “market perform” rating to an “outperform” rating and set a $105.00 target price on the stock in a report on Wednesday, November 5th. The Goldman Sachs Group set a $121.00 price target on O’Reilly Automotive and gave the company a “buy” rating in a research note on Friday, October 24th. Finally, Weiss Ratings reissued a “buy (b-)” rating on shares of O’Reilly Automotive in a research note on Wednesday, January 28th. Two investment analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat, O’Reilly Automotive has a consensus rating of “Buy” and a consensus price target of $111.85.

Insiders Place Their Bets

In other news, SVP Philip M. Hopper sold 3,500 shares of the firm’s stock in a transaction on 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 directly owned 4,792 shares of the company’s stock, valued at $485,190. This trade represents a 42.21% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, SVP Christopher Andrew Mancini sold 2,355 shares of the business’s stock in a transaction on 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 trade 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 corporate insiders.

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in ORLY. BNP Paribas increased its stake in shares of O’Reilly Automotive by 1,400.0% in the second quarter. BNP Paribas now owns 390 shares of the specialty retailer’s stock worth $35,000 after acquiring an additional 364 shares during the last quarter. Darwin Wealth Management LLC purchased a new position in O’Reilly Automotive in the second quarter valued at about $38,000. Kelleher Financial Advisors acquired a new position in O’Reilly Automotive in the 3rd quarter worth about $42,000. Osterweis Capital Management Inc. increased its position in O’Reilly Automotive by 7,475.0% in the 2nd quarter. Osterweis Capital Management Inc. now owns 1,515 shares of the specialty retailer’s stock worth $137,000 after purchasing an additional 1,495 shares during the last quarter. Finally, Diversify Wealth Management LLC raised its stake in shares of O’Reilly Automotive by 1,432.9% during the 2nd quarter. Diversify Wealth Management LLC now owns 2,284 shares of the specialty retailer’s stock worth $206,000 after purchasing an additional 2,135 shares in the last quarter. 85.00% of the stock is 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.