Banco Bilbao Vizcaya Argentaria S.A. trimmed its holdings in O'Reilly Automotive, Inc. (NASDAQ: ORLY) by 14.3% during the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 154,352 shares of the specialty retailer's stock after selling 25,786 shares during the period. Banco
Arrowstreet Capital Limited Partnership raised its holdings in shares of O'Reilly Automotive, Inc. (NASDAQ: ORLY) by 21.7% during the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 7,241,385 shares of the specialty retailer's stock after acquiring an additional 1,290,579 shares during
O'Reilly Automotive (ORLY) reported earnings 30 days ago. What's next for the stock?
O'Reilly Automotive remains a long-term compounder, driven by steady expansion and aggressive share repurchases, despite a premium valuation. Q4 2025 delivered 7.6% sales growth and 5.6% comparable sales growth, with continued margin expansion and reliable execution. ORLY's robust buyback program—$2.1 billion in 2025—supports EPS growth and justifies a premium multiple for patient investors.
O'Reilly Automotive, Inc. (ORLY) Q4 2025 Earnings Call Transcript
ORLY Q4 earnings miss estimates, but revenues rise 7.8% Y/Y as comparable sales grow 5.6% and store count hits 6,585.
The headline numbers for O'Reilly Automotive (ORLY) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
O'Reilly Automotive (ORLY) came out with quarterly earnings of $0.71 per share, missing the Zacks Consensus Estimate of $0.72 per share. This compares to earnings of $0.66 per share a year ago.
Get a deeper insight into the potential performance of O'Reilly Automotive (ORLY) for the quarter ended December 2025 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.
O'Reilly Automotive is rated Buy, driven by robust financials, strong cash flow, and compelling international expansion potential, notably into Canada in 2026. ORLY expects 200–210 new store openings in 2025 and up to 235 in 2026, with comparable store sales growth guidance raised to 4–5%. Despite a high-rate environment and rising debt, ORLY continues aggressive buybacks, though sustainability is questioned given current valuations.
O'Reilly Automotive (ORLY) reported earnings 30 days ago. What's next for the stock?
O'Reilly Automotive, Inc. ( ORLY ) 49th Annual Automotive Symposium November 4, 2025 4:30 PM EST Company Participants Brent Kirby - President Jeremy Fletcher - Executive VP & CFO Conference Call Participants Brian Sponheimer - Gabelli Funds, LLC Michael Lasser - UBS Investment Bank, Research Division Bret Jordan - Jefferies LLC, Research Division Maksim Rakhlenko - TD Cowen, Research Division Gregory Melich - Evercore ISI Institutional Equities, Research Division Presentation Brian Sponheimer Gabelli Funds, LLC Okay. Moving along, another absolutely terrific company and one that has been an amazing investment for investors who have entered almost at any point over the course of the last 20 years at O'Reilly Automotive, one of the leading aftermarket parts retailer and distributors that are out there.