
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
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
- -
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 line, GAAPRevenue in line |
| Q1 FY2026reported Apr 29, 2026 | $0.72 | $0.70 | $4.6B | $4.5B | EPS beat, GAAPRevenue beat |
| Q4 FY2025reported Feb 4, 2026 | $0.71 | $0.73 | $4.4B | $4.4B | EPS missRevenue in line |
| Q3 FY2025reported Oct 22, 2025 | $0.85 | $0.83 | $4.7B | $4.7B | EPS beat, GAAPRevenue in line |
| Q2 FY2025reported Jul 23, 2025 | $0.78 | $0.78 | $4.5B | $4.5B | EPS in line, GAAPRevenue in line |
| Q1 FY2025reported 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. 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| 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 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| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| 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 | New | 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 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| Manager | Value | Shares | Share of book |
|---|---|---|---|
| Dmitry BalyasnyBalyasny Asset Management | $276.0M | 2,996,975 | 0.3% |
| Alyeska Investment Group | $251.0M | 2,725,114 | 0.6% |
| ExodusPoint Capital Management | $78.0M | 846,758 | 0.5% |
| FundsmithTerry Smith | $15.0M | 162,691 | 0.1% |
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.
Open-market insider trades
20 filings shown · newest filing first| Insider | Action | Shares | Price | Value | Trade date | Delay (business days) |
|---|---|---|---|---|---|---|
| Thomas HendricksonDirector | Sold | 1,000 | $87.83 | $88K | Aug 28, 2026filed Sep 1, 2026 | 2d |
| Christopher Andrew ManciniSVP of Prof Sales & Store OPS | Sold | 3,000 | $93.00 | $279K | Aug 12, 2026filed Aug 14, 2026 | 2d |
| Maria SastreDirector | Sold | 2,000 | $91.85 | $184K | Aug 12, 2026filed Aug 14, 2026 | 2d |
| Thomas HendricksonDirector | Sold | 1,200 | $88.32 | $106K | May 29, 2026filed Jun 2, 2026 | 2d |
| Robert Allen DumasSVP of Eastern Store OPS/Sales | Sold | 84,600 | $92.60 | $7.8M | May 20, 2026filed May 22, 2026 | 2d |
| John Raymond MurphyDirector | Sold | 2,595 | $88.67 | $230K | May 18, 2026filed May 20, 2026 | 2d |
| Philip M. HopperSVP of Real Estate & Expansion | Sold | 3,700 | $94.60 | $350K | May 7, 2026filed May 11, 2026 | 2d |
| Brad W. BeckhamCEO | Sold | 13,635 | $95.00 | $1.3M | May 8, 2026filed May 11, 2026 | 1d |
| Maria SastreDirector | Sold | 1,000 | $92.68 | $93K | Feb 27, 2026filed Mar 3, 2026 | 2d |
| Philip M. HopperSVP of Real Estate & Expansion | Sold | 3,500 | $101.25 | $354K | Nov 26, 2025filed Dec 1, 2025 | 2d |
| Christopher Andrew ManciniSVP of Store Operations | Sold | 2,355 | $101.31 | $239K | Nov 26, 2025filed Dec 1, 2025 | 2d |
| Jeremy Adam FletcherEVP & CFO | Sold | 3,795 | $100.00 | $380K | Nov 18, 2025filed Nov 20, 2025 | 2d |
| John Raymond MurphyDirector | Sold | 3,125 | $92.60 | $289K | Nov 4, 2025filed Nov 6, 2025 | 2d |
| Carl David WilbanksSVP of Merchandise | Sold | 88,485 | $102.54 | $9.1M | Aug 13, 2025filed Aug 15, 2025 | 2d |
| Maria SastreDirector | Sold | 595 | $102.31 | $61K | Aug 13, 2025filed Aug 15, 2025 | 2d |
| Shari Lynne ReavesSVP of HR and Training | Sold | 2,000 | $103.81 | $208K | Aug 6, 2025filed Aug 8, 2025 | 2d |
| Mark Joseph MerzSVP of International | Sold · 2 lines | 34,555 | $98.37 | $3.4M | Jul 29, 2025filed Jul 31, 2025 | 2d |
| Ramon Parises OdemsSVP Northeast Store OPS &Sales | Sold | 2,000 | $1360.45 | $2.7M | May 30, 2025filed Jun 2, 2025 | 1d |
| Jose A. Montellano NajeraSVP of Western Store OPS/Sales | Sold | 19 | $1351.91 | $26K | May 29, 2025filed Jun 2, 2025 | 2d |
| John Raymond MurphyDirector | Sold | 200 | $1379.00 | $276K | May 19, 2025filed May 20, 2025 | 1d |
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)
| 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 |
| Fred Alan WhitfieldDirector | Stock award | 2,035 | May 15, 2026 |
| Dana PerlmanDirector | Stock award | 2,035 | May 15, 2026 |
| Kimberly A. deBeersDirector | Stock award | 2,035 | May 15, 2026 |
| Thomas HendricksonDirector | Stock award | 2,035 | May 15, 2026 |
| Maria SastreDirector | Stock award | 2,035 | May 15, 2026 |
| Gregory L. HensleeChairman of the Board | Stock award | 56,039 | May 14, 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 |
| Mark Joseph MerzSVP of International | Stock award | 3,368 | Jan 29, 2026 |
| Robert Allen DumasSVP of Eastern Store OPS/Sales | 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.
Congress trades in ORLY
20 disclosures of 77 on record · median 22d of the 45 allowedSince 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.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Kevin HernJoint | Stock | Sale | $15,001 - $50,000 | +1.3%After the saleS&P 500 -0.9% · +2.2 pts vs S&P 500 | Aug 31, 2026 | Sep 25, 2026 | 25d |
| Kevin HernJoint | Stock | Sale | $15,001 - $50,000 | +3.4%After the saleS&P 500 -0.7% · +4.1 pts vs S&P 500 | Sep 2, 2026 | Sep 25, 2026 | 23d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +6.4%S&P 500 +2.4% · +4.0 pts vs S&P 500 | Jul 20, 2026 | Aug 7, 2026 | 18d |
| Alan ArmstrongSelf | Stock | Purchase | $1,001 - $15,000 | -0.2%S&P 500 +19.8% · -20.0 pts vs S&P 500 | Mar 27, 2026 | Jul 21, 2026 | 116d |
| Alan ArmstrongSelf | Stock | Purchase | $1,001 - $15,000 | -2.4%S&P 500 +20.3% · -22.6 pts vs S&P 500 | Mar 30, 2026 | Jul 21, 2026 | 113d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -0.8%After the saleS&P 500 +1.3% · -2.1 pts vs S&P 500 | Jun 16, 2026 | Jul 6, 2026 | 20d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +1.6%S&P 500 +2.8% · -1.2 pts vs S&P 500 | May 15, 2026 | Jun 9, 2026 | 25d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +1.0%S&P 500 +1.3% · -0.2 pts vs S&P 500 | May 27, 2026 | Jun 9, 2026 | 13d |
| Jonathan L. Jackson | Stock | Sale | $1,001 - $15,000 | -3.4%After the saleS&P 500 +6.4% · -9.9 pts vs S&P 500 | Apr 24, 2026 | May 27, 2026 | 33d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -4.3%S&P 500 +10.8% · -15.1 pts vs S&P 500 | Apr 13, 2026 | May 11, 2026 | 28d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -3.4%S&P 500 +6.4% · -9.9 pts vs S&P 500 | Apr 24, 2026 | May 11, 2026 | 17d |
| Jonathan L. JacksonJoint | Stock | Sale | $15,001 - $50,000 | +2.3%After the saleS&P 500 +15.1% · -12.8 pts vs S&P 500 | Mar 19, 2026 | Apr 8, 2026 | 20d |
| Ro Khanna | Stock | Sale | $15,001 - $50,000 | +1.4%After the saleS&P 500 +15.6% · -14.2 pts vs S&P 500 | Mar 23, 2026 | Apr 7, 2026 | 15d |
| Ro Khanna | Stock | Sale | $15,001 - $50,000 | -3.2%After the saleS&P 500 +12.1% · -15.3 pts vs S&P 500 | Feb 5, 2026 | Mar 9, 2026 | 32d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -5.0%S&P 500 +9.5% · -14.5 pts vs S&P 500 | Jan 13, 2026 | Feb 6, 2026 | 24d |
| Ro Khanna | Stock | Purchase | $15,001 - $50,000 | -9.0%S&P 500 +9.5% · -18.5 pts vs S&P 500 | Jan 29, 2026 | Feb 6, 2026 | 8d |
| Lisa C. McClainSpouse | Stock | Purchase | $1,001 - $15,000 | -5.5%S&P 500 +11.7% · -17.2 pts vs S&P 500 | Oct 30, 2025 | Nov 21, 2025 | 22d |
| Lisa C. McClainSpouse | Stock | Sale | $1,001 - $15,000 | -5.5%After the saleS&P 500 +11.7% · -17.2 pts vs S&P 500 | Oct 30, 2025 | Nov 21, 2025 | 22d |
| Lisa C. McClainSpouse | Stock | Sale | $1,001 - $15,000 | -4.8%After the saleS&P 500 +11.4% · -16.2 pts vs S&P 500 | Oct 31, 2025 | Nov 21, 2025 | 21d |
| Kevin HernJoint | Stock | Sale | $1,001 - $15,000 | -6.6%After the saleS&P 500 +10.6% · -17.2 pts vs S&P 500 | Oct 28, 2025 | Nov 16, 2025 | 19d |
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.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
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, 20265 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 | 2.8% |
| Robert Bresnahan | Republican · House | $15,001 - $50,000 | 0.2% |
| Lucy McBath | Democrat · House | $15,001 - $50,000 | 0.3% |
| 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 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
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 Oct 26, 2026.
