Insider and congress filings

O'Reilly Automotive, Inc. (ORLY)

NASDAQ · Consumer Cyclical · 311 insider transactions · 77 congress trades · last filed 1 month agoS&P 500Nasdaq 100

20
Open-market insider filings shown
2d
Median delay on the insider filings, in business days
within the two business day rule
0 buys·20 sells
Purchases and sales in the filings shown
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About O'Reilly Automotive, Inc.

from the company's filings and listing, as of Oct 26, 2026
Exchange
NASDAQ
Sector
Consumer Cyclical
Industry
Specialty Retail
Chief executive
Brad W. Beckham
Employees
93,072
Listed since
Apr 23, 1993
Market value
$72.7B
Price to earnings (12 mo)
28.4
Net income per share, as reported (12 mo)
$3.21
Dividend yield
-

www.oreillyauto.com

Earnings

6 reported quarters · next on Oct 28, 2026
QuarterEPSEPS expectedRevenueRevenue expectedResult
Q2 FY2026reported Jul 29, 2026$0.86$0.86$4.9B$4.9BEPS in line, GAAPRevenue in line
Q1 FY2026reported Apr 29, 2026$0.72$0.70$4.6B$4.5BEPS beat, GAAPRevenue beat
Q4 FY2025reported Feb 4, 2026$0.71$0.73$4.4B$4.4BEPS missRevenue in line
Q3 FY2025reported Oct 22, 2025$0.85$0.83$4.7B$4.7BEPS beat, GAAPRevenue in line
Q2 FY2025reported Jul 23, 2025$0.78$0.78$4.5B$4.5BEPS in line, GAAPRevenue in line
Q1 FY2025reported Apr 23, 2025$0.62$0.66$4.1B$4.2BEPS 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. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.

Executive pay

as filed for fiscal 2025 · proxy filed Mar 27, 2026
ExecutiveSalaryStock awardsOtherTotal
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 proxy statement for fiscal 2025, with titles as filed then. Executives who have since left are not shown. Read the filing

Institutional holders

13F positions as of Jun 30, 2026
HolderValueSharesShares vs prior qtr% of shares out
BlackRock, Inc.$6.0B64,611,159-0.9%7.83%
Vanguard Capital Management LLC$5.0B54,153,543-1.1%6.56%
State Street Corp$3.4B36,716,3350.0%4.45%
Invesco Ltd.$2.5B26,613,289+51.2%3.23%
Geode Capital Management, LLC$2.2B24,183,471-1.6%2.93%
Vanguard Portfolio Management LLC$1.5B15,823,209-5.1%1.92%
Morgan Stanley$1.4B15,461,213+4.0%1.87%
Principal Financial Group Inc$1.3B14,208,385-21.4%1.72%
FMR LLC$1.3B13,912,750-24.3%1.69%
Norges Bank$1.3B13,734,627New1.66%
Nuveen, LLC$1.0B11,289,526-25.1%1.37%
Bank of New York Mellon Corp$1.0B11,118,861-14.5%1.35%

A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. New: not in this holder's prior 13F as reported; a change of filer ID can also show as new. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.

Tracked fund managers holding ORLY

4 managers
ManagerValueSharesShare of book
Dmitry BalyasnyBalyasny Asset Management$276.0M2,996,9750.3%
Alyeska Investment Group$251.0M2,725,1140.6%
ExodusPoint Capital Management$78.0M846,7580.5%
FundsmithTerry Smith$15.0M162,6910.1%

4 of the 97 fund managers we track list ORLY shares among the largest positions in their latest 13F, filed for Q2 2026. A manager can hold it further down the book too, so this is a floor, not a count. Share of book is the position against the manager's whole disclosed 13F value.

Know when the next ORLY filing is reported.

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Open-market insider trades

20 filings shown · newest filing first
InsiderActionSharesPriceValueTrade dateDelay
(business days)
Thomas HendricksonDirectorSold1,000$87.83$88KAug 28, 2026filed Sep 1, 20262d
Christopher Andrew ManciniSVP of Prof Sales & Store OPSSold3,000$93.00$279KAug 12, 2026filed Aug 14, 20262d
Maria SastreDirectorSold2,000$91.85$184KAug 12, 2026filed Aug 14, 20262d
Thomas HendricksonDirectorSold1,200$88.32$106KMay 29, 2026filed Jun 2, 20262d
Robert Allen DumasSVP of Eastern Store OPS/SalesSold84,600$92.60$7.8MMay 20, 2026filed May 22, 20262d
John Raymond MurphyDirectorSold2,595$88.67$230KMay 18, 2026filed May 20, 20262d
Philip M. HopperSVP of Real Estate & ExpansionSold3,700$94.60$350KMay 7, 2026filed May 11, 20262d
Brad W. BeckhamCEOSold13,635$95.00$1.3MMay 8, 2026filed May 11, 20261d
Maria SastreDirectorSold1,000$92.68$93KFeb 27, 2026filed Mar 3, 20262d
Philip M. HopperSVP of Real Estate & ExpansionSold3,500$101.25$354KNov 26, 2025filed Dec 1, 20252d
Christopher Andrew ManciniSVP of Store OperationsSold2,355$101.31$239KNov 26, 2025filed Dec 1, 20252d
Jeremy Adam FletcherEVP & CFOSold3,795$100.00$380KNov 18, 2025filed Nov 20, 20252d
John Raymond MurphyDirectorSold3,125$92.60$289KNov 4, 2025filed Nov 6, 20252d
Carl David WilbanksSVP of MerchandiseSold88,485$102.54$9.1MAug 13, 2025filed Aug 15, 20252d
Maria SastreDirectorSold595$102.31$61KAug 13, 2025filed Aug 15, 20252d
Shari Lynne ReavesSVP of HR and TrainingSold2,000$103.81$208KAug 6, 2025filed Aug 8, 20252d
Mark Joseph MerzSVP of InternationalSold · 2 lines34,555$98.37$3.4MJul 29, 2025filed Jul 31, 20252d
Ramon Parises OdemsSVP Northeast Store OPS &SalesSold2,000$1360.45$2.7MMay 30, 2025filed Jun 2, 20251d
Jose A. Montellano NajeraSVP of Western Store OPS/SalesSold19$1351.91$26KMay 29, 2025filed Jun 2, 20252d
John Raymond MurphyDirectorSold200$1379.00$276KMay 19, 2025filed May 20, 20251d

One row is one filing, newest filing first. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count. The delay counts business days from the trade to the filing, the unit of Form 4's two business day deadline: weekends and federal holidays are skipped. How the filing itself works is explained in our guide to Form 4.

Other Form 4 activity (20)
InsiderEventSharesDate
Christopher Andrew ManciniSVP of Prof Sales & Store OPSOption exercise3,000Aug 12, 2026
Robert Allen DumasSVP of Eastern Store OPS/SalesOption exercise84,600May 20, 2026
Fred Alan WhitfieldDirectorStock award2,035May 15, 2026
Dana PerlmanDirectorStock award2,035May 15, 2026
Kimberly A. deBeersDirectorStock award2,035May 15, 2026
Thomas HendricksonDirectorStock award2,035May 15, 2026
Maria SastreDirectorStock award2,035May 15, 2026
Gregory L. HensleeChairman of the BoardStock award56,039May 14, 2026
John Raymond MurphyDirectorStock award2,035May 15, 2026
Gregory D. JohnsonDirectorStock award2,035May 15, 2026
Philip M. HopperSVP of Real Estate & ExpansionOption exercise3,700May 7, 2026
Brad W. BeckhamCEOOption exercise13,635May 8, 2026
Jose A. Montellano NajeraSVP of Western Store OPS/SalesStock award6,720Mar 13, 2026
Larry Dean GraySVP of Inventory ManagementStock award3,480Mar 13, 2026
Mark Joseph MerzSVP of InternationalStock award3,368Jan 29, 2026
Robert Allen DumasSVP of Eastern Store OPS/SalesStock award3,368Jan 29, 2026
Shari Lynne ReavesSVP of HR and TrainingStock award3,368Jan 29, 2026
Jason Lee TarrantEVP Store OPS/SalesStock award14,303Jan 29, 2026
Tamara F. ConnSVP of Legal & General CounselStock award3,368Jan 29, 2026
Carl David WilbanksSVP of MerchandiseStock award3,368Jan 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.

Congress trades in ORLY

20 disclosures of 77 on record · median 22d of the 45 allowed

Since the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 25, 2026), not the member's result. Not investment advice.

MemberTypeActionAmount disclosedStock since the tradeTrade dateDisclosedDelay
Kevin HernJointStockSale$15,001 - $50,000+1.3%After the saleS&P 500 -0.9% · +2.2 pts vs S&P 500Aug 31, 2026Sep 25, 202625d
Kevin HernJointStockSale$15,001 - $50,000+3.4%After the saleS&P 500 -0.7% · +4.1 pts vs S&P 500Sep 2, 2026Sep 25, 202623d
Ro KhannaStockPurchase$1,001 - $15,000+6.4%S&P 500 +2.4% · +4.0 pts vs S&P 500Jul 20, 2026Aug 7, 202618d
Alan ArmstrongSelfStockPurchase$1,001 - $15,000-0.2%S&P 500 +19.8% · -20.0 pts vs S&P 500Mar 27, 2026Jul 21, 2026116d
Alan ArmstrongSelfStockPurchase$1,001 - $15,000-2.4%S&P 500 +20.3% · -22.6 pts vs S&P 500Mar 30, 2026Jul 21, 2026113d
Ro KhannaStockSale$1,001 - $15,000-0.8%After the saleS&P 500 +1.3% · -2.1 pts vs S&P 500Jun 16, 2026Jul 6, 202620d
Ro KhannaStockPurchase$1,001 - $15,000+1.6%S&P 500 +2.8% · -1.2 pts vs S&P 500May 15, 2026Jun 9, 202625d
Ro KhannaStockPurchase$1,001 - $15,000+1.0%S&P 500 +1.3% · -0.2 pts vs S&P 500May 27, 2026Jun 9, 202613d
Jonathan L. JacksonStockSale$1,001 - $15,000-3.4%After the saleS&P 500 +6.4% · -9.9 pts vs S&P 500Apr 24, 2026May 27, 202633d
Ro KhannaStockPurchase$1,001 - $15,000-4.3%S&P 500 +10.8% · -15.1 pts vs S&P 500Apr 13, 2026May 11, 202628d
Ro KhannaStockPurchase$1,001 - $15,000-3.4%S&P 500 +6.4% · -9.9 pts vs S&P 500Apr 24, 2026May 11, 202617d
Jonathan L. JacksonJointStockSale$15,001 - $50,000+2.3%After the saleS&P 500 +15.1% · -12.8 pts vs S&P 500Mar 19, 2026Apr 8, 202620d
Ro KhannaStockSale$15,001 - $50,000+1.4%After the saleS&P 500 +15.6% · -14.2 pts vs S&P 500Mar 23, 2026Apr 7, 202615d
Ro KhannaStockSale$15,001 - $50,000-3.2%After the saleS&P 500 +12.1% · -15.3 pts vs S&P 500Feb 5, 2026Mar 9, 202632d
Ro KhannaStockPurchase$1,001 - $15,000-5.0%S&P 500 +9.5% · -14.5 pts vs S&P 500Jan 13, 2026Feb 6, 202624d
Ro KhannaStockPurchase$15,001 - $50,000-9.0%S&P 500 +9.5% · -18.5 pts vs S&P 500Jan 29, 2026Feb 6, 20268d
Lisa C. McClainSpouseStockPurchase$1,001 - $15,000-5.5%S&P 500 +11.7% · -17.2 pts vs S&P 500Oct 30, 2025Nov 21, 202522d
Lisa C. McClainSpouseStockSale$1,001 - $15,000-5.5%After the saleS&P 500 +11.7% · -17.2 pts vs S&P 500Oct 30, 2025Nov 21, 202522d
Lisa C. McClainSpouseStockSale$1,001 - $15,000-4.8%After the saleS&P 500 +11.4% · -16.2 pts vs S&P 500Oct 31, 2025Nov 21, 202521d
Kevin HernJointStockSale$1,001 - $15,000-6.6%After the saleS&P 500 +10.6% · -17.2 pts vs S&P 500Oct 28, 2025Nov 16, 202519d

Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.

A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.

Every Congress trade in ORLY, filterable by party, chamber, type and account.

Members of Congress reporting a position

5 members · estimate, as of Oct 25, 2026

5 members report a position (estimated). The largest estimated position is in the $500,001 - $1,000,000 band.

MemberParty, chamberEstimated positionShare of their portfolio
Kevin HernRepublican · House$500,001 - $1,000,0002.8%
Robert BresnahanRepublican · House$15,001 - $50,0000.2%
Lucy McBathDemocrat · House$15,001 - $50,0000.3%
Gilbert Ray Cisneros, Jr.Democrat · House$1,001 - $15,000<0.1%
Julie JohnsonDemocrat · House$1,001 - $15,0000.1%

Estimate, as of Oct 25, 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.

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?

Kevin Hern, Ro Khanna, Alan Armstrong, Jonathan L. Jackson and Lisa C. McClain disclosed ORLY transactions in the filings shown here.

Which members of Congress hold ORLY?

5 members of Congress report a position in ORLY in the estimate we hold as of Oct 25, 2026. The three largest estimated positions belong to Kevin Hern, Robert Bresnahan and Lucy McBath. 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 Oct 26, 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 business days after the transaction (weekends and federal holidays skipped), 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

POpen-market purchase. Bought with their own money at the market price.
SOpen-market sale. Sold on the market. A sale marked scheduled was set up in advance under a Rule 10b5-1 plan, often months before.

COMPENSATION PLUMBING

AStock award. Granted as pay, not bought.
MOption exercise. Converting options already held into shares.
FTax withholding. Shares handed back to the company to pay the tax on a grant.
GGift. Given away, with no money changing hands.

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 Oct 26, 2026.

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