
Insider and congress filings
O'Reilly Automotive, Inc. (ORLY)
NASDAQ · Consumer Cyclical · 311 insider filings · 75 congress trades · last filed 10 days agoS&P 500Nasdaq 100
About O'Reilly Automotive, Inc.
from the company's filings and listing- Exchange
- NASDAQ
- Sector
- Consumer Cyclical
- Industry
- Specialty Retail
- Chief executive
- Brad W. Beckham
- Employees
- 93,072
- Listed since
- Apr 23, 1993
- Market value
- $71.3B
- Price to earnings
- 27.2
- Earnings per share
- $3.21
- Dividend yield
- -
Earnings
6 reported quarters · next on Oct 28, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q2 FY2026reported Jul 29, 2026 | $0.86 | $0.86 | $4.9B | $4.9B | EPS in lineRevenue in line |
| Q1 FY2026reported Apr 29, 2026 | $0.72 | $0.69 | $4.6B | $4.5B | EPS beatRevenue beat |
| Feb 4, 2026 | $0.71 | $0.73 | $4.4B | $4.4B | EPS missRevenue in line |
| Oct 22, 2025 | $0.85 | $0.83 | $4.7B | $4.7B | EPS beatRevenue in line |
| Jul 23, 2025 | $0.78 | $0.78 | $4.5B | $4.5B | EPS in lineRevenue in line |
| Apr 23, 2025 | $0.62 | $0.66 | $4.1B | $4.2B | EPS missRevenue in line |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way; basis unverified means we could not classify the reported figure. A flag reads n/a only when a number is missing. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for 2025 · proxy filed Mar 27, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Brad BeckhamChief Executive Officer | $1.1M | $0 | $3.1M | $4.2M |
| Brent G. KirbyPresident | $940K | $0 | $2.6M | $3.6M |
| Jeremy FletcherExecutive Vice President and Chief Financial Officer | $690K | $0 | $1.6M | $2.3M |
| Scott R. RossExecutive Vice President and Chief Information Officer | $615K | $0 | $1.1M | $1.7M |
| Jason TarrantExecutive Vice President of Store Operations and Sales | $481K | $0 | $874K | $1.4M |
| Greg HensleeExecutive Chairman of the Board | $849K | $426K | $65K | $1.3M |
| David O’ReillyExecutive Vice Chairman of the Board | $735K | $369K | $39K | $1.1M |
The summary compensation table from the 2025 proxy statement, current executives only. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Change | Of company |
|---|---|---|---|---|
| Blackrock, Inc. | $6.0B | 64,611,159 | -0.9% | 7.83% |
| Vanguard Capital Management LLC | $5.0B | 54,153,543 | -1.1% | 6.56% |
| State Street Corp | $3.4B | 36,716,335 | -0.0% | 4.45% |
| Invesco Ltd. | $2.5B | 26,613,289 | +51.2% | 3.23% |
| Geode Capital Management, LLC | $2.2B | 24,183,471 | -1.6% | 2.93% |
| Vanguard Portfolio Management LLC | $1.5B | 15,823,209 | -5.1% | 1.92% |
| Morgan Stanley | $1.4B | 15,461,213 | +4.0% | 1.87% |
| Principal Financial Group Inc | $1.3B | 14,208,385 | -21.4% | 1.72% |
| FMR LLC | $1.3B | 13,912,750 | -24.3% | 1.69% |
| Norges Bank | $1.3B | 13,734,627 | +100.0% | 1.66% |
| Nuveen, LLC | $1.0B | 11,289,526 | -25.1% | 1.37% |
| Bank Of New York Mellon Corp | $1.0B | 11,118,861 | -14.5% | 1.35% |
A 13F reports long US equity positions 45 days after the quarter ends, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory.
Open-market insider trades
20 filings of 311 on record| Insider | Action | Shares | Price | Value | Trade date | Delay |
|---|---|---|---|---|---|---|
| Thomas HendricksonDirector | Sold | 1,000 | $87.83 | $88K | Aug 28, 2026 | 4d |
| Maria SastreDirector | Sold | 2,000 | $91.85 | $184K | Aug 12, 2026 | 2d |
| Christopher Andrew ManciniSVP of Prof Sales & Store OPS | Sold | 3,000 | $93.00 | $279K | Aug 12, 2026 | 2d |
| Thomas HendricksonDirector | Sold | 1,200 | $88.32 | $106K | May 29, 2026 | 4d |
| Robert Allen DumasSVP of Eastern Store OPS/Sales | Sold | 84,600 | $92.60 | $7.8M | May 20, 2026 | 2d |
| John Raymond MurphyDirector | Sold | 2,595 | $88.67 | $230K | May 18, 2026 | 2d |
| Philip M. HopperSVP of Real Estate & Expansion | Sold | 3,700 | $94.60 | $350K | May 7, 2026 | 4d |
| Brad W. BeckhamCEO | Sold | 13,635 | $95.00 | $1.3M | May 8, 2026 | 3d |
| Maria SastreDirector | Sold | 1,000 | $92.68 | $93K | Feb 27, 2026 | 4d |
| Christopher Andrew ManciniSVP of Store Operations | Sold | 2,355 | $101.31 | $239K | Nov 26, 2025 | 5d |
| Philip M. HopperSVP of Real Estate & Expansion | Sold | 3,500 | $101.25 | $354K | Nov 26, 2025 | 5d |
| Jeremy Adam FletcherEVP & CFO | Sold | 3,795 | $100.00 | $380K | Nov 18, 2025 | 2d |
| John Raymond MurphyDirector | Sold | 3,125 | $92.60 | $289K | Nov 4, 2025 | 2d |
| Carl David WilbanksSVP of Merchandise | Sold | 88,485 | $102.54 | $9.1M | Aug 13, 2025 | 2d |
| Maria SastreDirector | Sold | 595 | $102.31 | $61K | Aug 13, 2025 | 2d |
| Shari Lynne ReavesSVP of HR and Training | Sold | 2,000 | $103.81 | $208K | Aug 6, 2025 | 2d |
| Mark Joseph MerzSVP of International | Sold · 2 lines | 34,555 | $98.37 | $3.4M | Jul 29, 2025 | 2d |
| Jose A. Montellano NajeraSVP of Western Store OPS/Sales | Sold | 19 | $1351.91 | $26K | May 29, 2025 | 4d |
| Ramon Parises OdemsSVP Northeast Store OPS &sales | Sold | 2,000 | $1360.45 | $2.7M | May 30, 2025 | 3d |
| John Raymond MurphyDirector | Sold | 200 | $1379.00 | $276K | May 19, 2025 | 1d |
One row is one filing. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count.
Congress trades in ORLY
20 disclosures of 75 on record · median 22d of the 45 allowed| Member | Type | Action | Amount disclosed | Since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +1.8%S&P +2.7% · vs S&P 500 -0.9% | Jul 20, 2026 | Aug 7, 2026 | 18d |
| Alan ArmstrongSelfFiled late | Stock | Purchase | $1,001 - $15,000 | -4.5%S&P +20.2% · vs S&P 500 -24.7% | Mar 27, 2026 | Jul 21, 2026 | 116d |
| Alan ArmstrongSelfFiled late | Stock | Purchase | $1,001 - $15,000 | -6.5%S&P +20.7% · vs S&P 500 -27.2% | Mar 30, 2026 | Jul 21, 2026 | 113d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -5.1%S&P +1.6% · vs S&P 500 -6.7% | Jun 16, 2026 | Jul 6, 2026 | 20d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -2.7%S&P +3.2% · vs S&P 500 -5.9% | May 15, 2026 | Jun 9, 2026 | 25d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -3.5%S&P +2.1% · vs S&P 500 -5.6% | May 27, 2026 | Jun 9, 2026 | 13d |
| Jonathan L. Jackson | Stock | Sale | $1,001 - $15,000 | -7.6%S&P +6.8% · vs S&P 500 -14.3% | Apr 24, 2026 | May 27, 2026 | 33d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -8.4%S&P +11.1% · vs S&P 500 -19.6% | Apr 13, 2026 | May 11, 2026 | 28d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -7.6%S&P +6.8% · vs S&P 500 -14.3% | Apr 24, 2026 | May 11, 2026 | 17d |
| Jonathan L. JacksonJoint | Stock | Sale | $15,001 - $50,000 | -2.1%S&P +15.5% · vs S&P 500 -17.6% | Mar 19, 2026 | Apr 8, 2026 | 20d |
| Ro Khanna | Stock | Sale | $15,001 - $50,000 | -2.9%S&P +16.0% · vs S&P 500 -18.9% | Mar 23, 2026 | Apr 7, 2026 | 15d |
| Ro Khanna | Stock | Sale | $15,001 - $50,000 | -7.3%S&P +12.5% · vs S&P 500 -19.8% | Feb 5, 2026 | Mar 9, 2026 | 32d |
| Ro Khanna | Stock | Purchase | $15,001 - $50,000 | -13.1%S&P +10.3% · vs S&P 500 -23.4% | Jan 29, 2026 | Feb 6, 2026 | 8d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -9.0%S&P +9.9% · vs S&P 500 -18.9% | Jan 13, 2026 | Feb 6, 2026 | 24d |
| Lisa C. McClainSpouse | Stock | Purchase | $1,001 - $15,000 | -10.7%S&P +12.3% · vs S&P 500 -23.0% | Oct 30, 2025 | Nov 21, 2025 | 22d |
| Lisa C. McClainSpouse | Stock | Sale | $1,001 - $15,000 | -10.7%S&P +12.3% · vs S&P 500 -23.0% | Oct 30, 2025 | Nov 21, 2025 | 22d |
| Lisa C. McClainSpouse | Stock | Sale | $1,001 - $15,000 | -10.0%S&P +12.0% · vs S&P 500 -22.0% | Oct 31, 2025 | Nov 21, 2025 | 21d |
| Kevin HernJoint | Stock | Sale | $1,001 - $15,000 | -10.6%S&P +11.0% · vs S&P 500 -21.6% | Oct 28, 2025 | Nov 16, 2025 | 19d |
| Val T. HoyleSpouse | Stock | Sale | $1,001 - $15,000 | -17.0%S&P +14.6% · vs S&P 500 -31.6% | Sep 23, 2025 | Oct 10, 2025 | 17d |
| Val T. HoyleSpouseFiled late | Stock | Purchase | $1,001 - $15,000 | +9.8%S&P +31.1% · vs S&P 500 -21.2% | Oct 29, 2024 | Sep 12, 2025 | 318d |
Since the trade: the stock's move from the trade date to the latest close we hold, as of Sep 10, 2026, an estimate, with the S&P 500 over the same window and the difference against it. The figures describe the stock after the trade, not the member's result: the filing carries a band, not a fill, and a sale keeps the same sign, so a positive figure after a sale means the stock kept rising. An option row carries the underlying stock's move. A row marked n/a has no market price. Not investment advice.
Members of Congress reporting a position
4 members · estimate, as of Sep 10, 20264 members report a position (estimated). The largest estimated position is in the $500,001 - $1,000,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| Kevin Hern | Republican · House | $500,001 - $1,000,000 | 2.7% |
| Robert Bresnahan | Republican · House | $15,001 - $50,000 | 0.2% |
| Gilbert Ray Cisneros, Jr. | Democrat · House | $1,001 - $15,000 | <0.1% |
| Julie Johnson | Democrat · House | $1,001 - $15,000 | 0.1% |
Estimate, as of Sep 10, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.
Awards, option exercises and gifts (20)
| Insider | Event | Shares | Date |
|---|---|---|---|
| Christopher Andrew ManciniSVP of Prof Sales & Store OPS | Option exercise | 3,000 | Aug 12, 2026 |
| Robert Allen DumasSVP of Eastern Store OPS/Sales | Option exercise | 84,600 | May 20, 2026 |
| Gregory L. HensleeChairman of the Board | Stock award | 56,039 | May 14, 2026 |
| Maria SastreDirector | Stock award | 2,035 | May 15, 2026 |
| Thomas HendricksonDirector | Stock award | 2,035 | May 15, 2026 |
| Kimberly A. deBeersDirector | Stock award | 2,035 | May 15, 2026 |
| Dana PerlmanDirector | Stock award | 2,035 | May 15, 2026 |
| Fred Alan WhitfieldDirector | Stock award | 2,035 | May 15, 2026 |
| John Raymond MurphyDirector | Stock award | 2,035 | May 15, 2026 |
| Gregory D. JohnsonDirector | Stock award | 2,035 | May 15, 2026 |
| Philip M. HopperSVP of Real Estate & Expansion | Option exercise | 3,700 | May 7, 2026 |
| Brad W. BeckhamCEO | Option exercise | 13,635 | May 8, 2026 |
| Jose A. Montellano NajeraSVP of Western Store OPS/Sales | Stock award | 6,720 | Mar 13, 2026 |
| Larry Dean GraySVP of Inventory Management | Stock award | 3,480 | Mar 13, 2026 |
| Robert Allen DumasSVP of Eastern Store OPS/Sales | Stock award | 3,368 | Jan 29, 2026 |
| Mark Joseph MerzSVP of International | Stock award | 3,368 | Jan 29, 2026 |
| Shari Lynne ReavesSVP of HR and Training | Stock award | 3,368 | Jan 29, 2026 |
| Jason Lee TarrantEVP Store OPS/Sales | Stock award | 14,303 | Jan 29, 2026 |
| Tamara F. ConnSVP of Legal & General Counsel | Stock award | 3,368 | Jan 29, 2026 |
| Carl David WilbanksSVP of Merchandise | Stock award | 3,368 | Jan 29, 2026 |
Awards, option exercises, shares withheld to cover tax and gifts all file on the same form as a purchase or a sale. None of them is a decision to trade, so they sit here rather than beside the ones that are.
Questions
Are insiders buying or selling ORLY?
Across the 20 most recent open-market filings shown here, 0 were purchases and 20 were sales.
Which members of Congress have traded ORLY?
Ro Khanna, Alan Armstrong, Jonathan L. Jackson, Lisa C. McClain, Kevin Hern, Val T. Hoyle disclosed ORLY transactions in the filings shown here.
Which members of Congress hold ORLY?
4 members of Congress report a position in ORLY in the estimate we hold as of Sep 10, 2026. The three largest estimated positions belong to Kevin Hern, Robert Bresnahan and Gilbert Ray Cisneros, Jr.. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.
Is ORLY in the S&P 500 or the Nasdaq 100?
O'Reilly Automotive, Inc. is a current member of the S&P 500 and Nasdaq 100, per the membership list we hold as of Sep 10, 2026. Current members of either index get a page here whatever their filing history.
How quickly are ORLY trades disclosed?
Insider filings on this page reached the public a median of 2 days after the transaction, against the two business days Form 4 allows. Congressional disclosures took a median of 22 days, against the 45 the STOCK Act allows.
How to read a Form 4
A DECISION THE INSIDER MADE
COMPENSATION PLUMBING
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Sep 10, 2026.
