ORLY

O REILLY AUTOMOTIVE INC

Nasdaq · Retail-Auto & Home Supply Stores · CIK 0000898173
$90.68 +0.47% $75.1B
Insider Selling Cluster (3 insiders)33 New Institutional Positions17 Institutional ExitsCongressional Activity (2)
Vol
Market Cap$75.1B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (81%)
Inst. Holders50 funds
Inst. Value$37.0B
Inst. Activity33 buys / 17 sells
Insider Activity0B / 6S
Insider Net $-$9.9M
SEC Reports4
Congressional3 trades
Exchange Nasdaq·Sector Retail-Auto & Home Supply Stores·CIK 0000898173·Prev Close $90.26

Recent Activity

May 29, 2026 Insider
HENDRICKSON THOMAS sold 1,200 shares
Director @ $88.32 ($106.0K)
May 29, 2026 ftd
FTD: ORLY — 20,250 shares ($1.8M) failed to deliver
Settlement: 20260529, Price: $89.23, FTD Value: $1,806,907.5, O REILLY AUTOMOTIVE INC COM
May 20, 2026 Insider
DUMAS ROBERT ALLEN acquired via exercise 9,600 shares
SVP OF EASTERN STORE OPS/SALES @ $17.12 ($164.4K)
May 20, 2026 Insider
DUMAS ROBERT ALLEN sold 84,600 shares
SVP OF EASTERN STORE OPS/SALES @ $92.60 ($7.8M)
May 18, 2026 SEC
Two ORLY insiders (CEO Brad Beckham and SVP Philip Hopper) sold a combined $1.65M in open-market sales over a one-week w
CLUSTER — Impact 2/10
May 18, 2026 SEC
O'Reilly Automotive filed an 8-K covering two routine governance items: (1) the Board approved a $2,000,000 stock option
8-K — Impact 2/10
Apr 1, 2026 SEC
O'Reilly Automotive (ORLY) reported Q4 2025 EPS of $0.71, a 1.6% beat versus consensus of $0.70, on revenue of $4.46B. T
PRESS-RELEASE — Impact 4/10
Inst.
Nuveen, LLC — ADD
15,070,600 shares ($1.4B)

Price Targets

$110.21 +21.5% upside Strong Buy
Current $90.68 Low $89.00 Median $110.00 High $120.00 24 analysts
$89.00 $120.00

Analyst Ratings

Strong Buy81% buy · 36 analysts
9Strong Buy
20Buy
7Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 8, 2026 Mizuho MAINTAIN Outperform → Outperform
May 1, 2026 UBS MAINTAIN Buy → Buy
May 1, 2026 DA Davidson MAINTAIN Buy → Buy
May 1, 2026 Citigroup MAINTAIN Buy → Buy
May 1, 2026 TD Cowen MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.86 $0.83 — $0.90 10% YoY 18
Next Q $0.91 $0.88 — $0.94 7% YoY 18
Current FY $3.26 $3.20 — $3.35 10% YoY 20
Next FY $3.62 $3.49 — $3.75 11% YoY 20

Top Institutional Holders

FundValueMove
BlackRock, Inc.$6.0B
VANGUARD CAPITAL MANAGEMENT LLC$5.1B
STATE STREET CORP$3.4B
FMR LLC$1.7B
VANGUARD PORTFOLIO MANAGEMENT LLC$1.5B

Recent Insider Trades

DateInsiderTypeValue
May 29, 2026HENDRICKSON THOMASSELL$106.0K
May 20, 2026DUMAS ROBERTM$164.4K
May 20, 2026DUMAS ROBERTSELL$7.8M
May 18, 2026MURPHY JOHNSELL$230.1K
May 15, 2026PERLMAN DANAA$180.1K

Congressional Trades

2 members: 1 buys, 2 sells
MemberPartyTypeAmount
Jonathan JacksonDSELL$1,001 - $15,000
Ro KhannaDBUY$1,001 - $15,000
Jonathan JacksonDSELL$15,001 - $50,000
50 institutional holders with $37.0B total value (400,277,889 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 33 institutions added/increased vs 17 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.65,207,976$6.0B16.3%
2VANGUARD CAPITAL MANAGEMENT LLC54,742,060$5.1B13.7%
3STATE STREET CORP36,720,286$3.4B9.2%
4FMR LLC18,380,122$1.7B4.6%
5VANGUARD PORTFOLIO MANAGEMENT LLC16,676,276$1.5B4.2%
6Nuveen, LLC15,070,600$1.4B3.8%ADD +32.8%
7MORGAN STANLEY14,872,802$1.4B3.7%
8BANK OF AMERICA CORP /DE/9,281,044$856.7M2.3%
9JENNISON ASSOCIATES LLC9,253,729$854.2M2.3%
10GOLDMAN SACHS GROUP INC8,692,545$802.4M2.2%
11Invesco Ltd.8,688,620$802.0M2.2%
12Amundi8,497,984$784.4M2.1%
13WELLINGTON MANAGEMENT GROUP LLP8,363,033$772.0M2.1%TRIM -43.3%
14ARROWSTREET CAPITAL, LIMITED PARTNERSHIP7,721,557$712.8M1.9%
15MASSACHUSETTS FINANCIAL SERVICES CO /MA/7,269,299$681.9M1.8%
16Baird Financial Group, Inc.6,841,844$631.6M1.7%
17CHARLES SCHWAB INVESTMENT MANAGEMENT INC6,416,260$592.3M1.6%
18Legal & General Group Plc5,483,793$506.2M1.4%
19ROYAL BANK OF CANADA5,125,882$473.2M1.3%
20CITADEL ADVISORS LLC4,851,312$447.8M1.2%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Nuveen, LLCADD11,348,86715,070,600+32.8%$1.4B2026-Q1
WELLINGTON MANAGEMENT GROUP LLPTRIM14,755,2768,363,033-43.3%$772.0M2026-Q1
VICTORY CAPITAL MANAGEMENT INCTRIM6,722,2784,631,035-31.1%$427.5M2026-Q1
AKRE CAPITAL MANAGEMENT LLCTRIM6,719,8193,885,813-42.2%$358.7M2026-Q1
JANUS HENDERSON GROUP PLCADD2,211,7903,062,102+38.4%$282.7M2026-Q1
Assenagon Asset Management S.A.ADD1,737,1653,034,104+74.7%$280.1M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.ADD1,782,2092,808,267+57.6%$259.2M2026-Q1
CANADA PENSION PLAN INVESTMENT BOARDDOUBLED646,0672,773,581+329.3%$256.0M2026-Q1
Capital World InvestorsADD1,944,9372,475,711+27.3%$228.5M2026-Q1
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLCTRIM2,981,5072,210,034-25.9%$204.0M2026-Q1
Point72 Asset Management, L.P.NEW2,143,297$197.8M2026-Q1
Neuberger Berman Group LLCADD986,9431,724,114+74.7%$159.2M2026-Q1
Alyeska Investment Group, L.P.NEW1,534,998$141.7M2026-Q1
Russell Investments Group, Ltd.TRIM2,207,5501,516,381-31.3%$140.0M2026-Q1
MACKENZIE FINANCIAL CORPADD958,8961,281,270+33.6%$118.3M2026-Q1
SEI INVESTMENTS CODOUBLED476,1941,253,806+163.3%$115.7M2026-Q1
JUPITER ASSET MANAGEMENT LTDNEW1,110,196$101.0M2026-Q1
ING GROEP NVADD513,265907,103+76.7%$83.7M2026-Q1
FIFTH THIRD BANCORPADD555,098712,257+28.3%$65.7M2026-Q1
TUDOR INVESTMENT CORP ET ALDOUBLED310,894708,749+128.0%$65.4M2026-Q1
NEOS Investment Management LLCADD466,404583,691+25.1%$53.9M2026-Q1
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUNDADD324,434483,384+49.0%$44.6M2026-Q1
Woodline Partners LPDOUBLED144,100482,953+235.2%$44.6M2026-Q1
FULLER & THALER ASSET MANAGEMENT, INC.ADD250,119362,434+44.9%$33.5M2026-Q1
Verition Fund Management LLCDOUBLED114,839354,086+208.3%$32.7M2026-Q1
25 unique insiders with 39 transactions. Net insider value: -$9.9M ($0.00 bought, $9.9M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 29, 2026HENDRICKSON THOMASDirectorSELL1,200$88.32$106.0K
May 20, 2026DUMAS ROBERT ALLENSVP OF EASTERN STORE OPS/SALESEXERCISE9,600$17.12$164.4K
May 20, 2026DUMAS ROBERT ALLENSVP OF EASTERN STORE OPS/SALESSELL84,600$92.60$7.8M
May 18, 2026MURPHY JOHN RAYMONDDirectorSELL2,595$88.67$230.1K
May 15, 2026PERLMAN DANADirectorAWARD2,035$88.49$180.1K
May 15, 2026deBeers Kimberly A.DirectorAWARD2,035$88.49$180.1K
May 15, 2026HENDRICKSON THOMASDirectorAWARD2,035$88.49$180.1K
May 15, 2026SASTRE MARIADirectorAWARD2,035$88.49$180.1K
May 15, 2026MURPHY JOHN RAYMONDDirectorAWARD2,035$88.49$180.1K
May 15, 2026JOHNSON GREGORY DDirectorAWARD2,035$88.49$180.1K
May 14, 2026HENSLEE GREGORY LCHAIRMAN OF THE BOARDAWARD56,039
May 8, 2026BECKHAM BRAD WCEOEXERCISE13,635$17.12$233.4K
May 8, 2026BECKHAM BRAD WCEOSELL13,635$95.00$1.3M
May 7, 2026HOPPER PHILIP MSVP OF REAL ESTATE & EXPANSIONEXERCISE3,700$17.98$66.5K
May 7, 2026HOPPER PHILIP MSVP OF REAL ESTATE & EXPANSIONSELL3,700$94.60$350.0K
Mar 13, 2026GRAY LARRY DEANSVP OF INVENTORY MANAGEMENTAWARD3,480
Mar 13, 2026MONTELLANO NAJERA JOSE ASVP OF WESTERN STORE OPS/SALESAWARD6,720
Feb 27, 2026SASTRE MARIADirectorSELL1,000$92.68$92.7K
Jan 30, 2026OREILLY DAVID EEV CHAIRMAN OF THE BOARDTAX W/H1,280$98.41$126.0K
Jan 30, 2026HENSLEE GREGORY LCHAIRMAN OF THE BOARDTAX W/H1,461$98.41$143.8K
Jan 29, 2026FLETCHER JEREMY ADAMEVP & CFOAWARD29,256
Jan 29, 2026BECKHAM BRAD WCEOAWARD74,764
Jan 29, 2026KALE JUSTIN CHRISTOPHERSVP CENTRAL STORE OPS & SALESAWARD3,368
Jan 29, 2026HOPPER PHILIP MSVP OF REAL ESTATE & EXPANSIONAWARD3,368
Jan 29, 2026MANCINI CHRISTOPHER ANDREWSVP OF STORE OPERATIONSAWARD3,368
Jan 29, 2026ODEMS RAMON PARISESSVP NORTHEAST STORE OPS &SALESAWARD3,368
Jan 29, 2026OREILLY DAVID EEV CHAIRMAN OF THE BOARDAWARD3,733$98.85$369.0K
Jan 29, 2026LOAFMAN JEFFERY THOMASSVP OF DISTRIBUTION OPERATIONSAWARD3,368
Jan 29, 2026KIRBY BRENT GENTRYPRESIDENTAWARD32,507
Jan 29, 2026WILBANKS CARL DAVIDSVP OF MERCHANDISEAWARD3,368
Jan 29, 2026CONN TAMARA F.SVP OF LEGAL & GENERAL COUNSELAWARD3,368
Jan 29, 2026TARRANT JASON LEEEVP STORE OPS/SALESAWARD14,303
Jan 29, 2026REAVES SHARI LYNNESVP OF HR AND TRAININGAWARD3,368
Jan 29, 2026DUMAS ROBERT ALLENSVP OF EASTERN STORE OPS/SALESAWARD3,368
Jan 29, 2026MERZ MARK JOSEPHSVP OF INTERNATIONALAWARD3,368
Jan 29, 2026HENSLEE GREGORY LCHAIRMAN OF THE BOARDAWARD4,305$98.85$425.5K
Jan 29, 2026ROSS SCOTT RICHARDEVP & CIOAWARD17,034
Jan 29, 2026GRAY LARRY DEANSVP OF INVENTORY MANAGEMENTAWARD3,368
Jan 29, 2026MONTELLANO NAJERA JOSE ASVP OF WESTERN STORE OPS/SALESAWARD3,368

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (81% buy). Based on 36 analysts: 9 strong buy, 20 buy, 7 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$110.21 mean target +21.5% upside Strong Buy (1.56)
$89.00 Low $120.00 High
MetricValue
Current Price$90.68
Target Low$89.00
Target Mean$110.21
Target Median$110.00
Target High$120.00
# Analysts24
RecommendationStrong Buy (1.56)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.86 $0.83 $0.90 10.3% -0.1% 7↑ 2↓ $4.9B 7.5% 18
Next Q
2026-09-30
$0.91 $0.88 $0.94 7.0% -0.1% 7↑ 3↓ $5.0B 5.8% 18
Current FY
2026-12-31
$3.26 $3.20 $3.35 9.6% +0.1% 3↑ 2↓ $19.1B 7.2% 20
Next FY
2027-12-31
$3.62 $3.49 $3.75 11.1% +0.1% 4↑ 0↓ $20.2B 6.2% 20

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.860
7d ago$0.861-0.001
30d ago$0.861-0.001
60d ago$0.857+0.003
90d ago$0.857+0.003
11 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 8, 2026 Mizuho MAINTAIN Outperform Outperform
May 1, 2026 UBS MAINTAIN Buy Buy
May 1, 2026 DA Davidson MAINTAIN Buy Buy
May 1, 2026 Citigroup MAINTAIN Buy Buy
May 1, 2026 TD Cowen MAINTAIN Buy Buy
May 1, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Apr 30, 2026 Wells Fargo MAINTAIN Overweight Overweight
Apr 7, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Feb 9, 2026 Citigroup MAINTAIN Buy Buy
Feb 6, 2026 JP Morgan MAINTAIN Overweight Overweight
Feb 6, 2026 DA Davidson MAINTAIN Buy Buy
Feb 6, 2026 RBC Capital MAINTAIN Outperform Outperform
Feb 6, 2026 Truist Securities MAINTAIN Buy Buy
Feb 6, 2026 Mizuho MAINTAIN Outperform Outperform
Feb 5, 2026 DA Davidson MAINTAIN Buy Buy
Feb 3, 2026 DA Davidson MAINTAIN Buy Buy
Jan 30, 2026 RBC Capital MAINTAIN Outperform Outperform
Jan 15, 2026 Morgan Stanley MAINTAIN Overweight Overweight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202692070081%
May 1, 202692070081%
Apr 1, 202692070081%
Mar 1, 202692170081%
Feb 1, 2026102160084%
Jan 1, 2026102160084%
Strong BuyBuyHoldSellStrong Sell
2 members of Congress traded this stock: 1 buys, 2 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Apr 24, 2026Jonathan JacksonDHOUSESELL$1,001 - $15,000O'Reilly Automotive IncMay 28, 2026 (35d)
Apr 13, 2026Ro KhannaDHOUSEBUY$1,001 - $15,000O'Reilly Automotive IncMay 13, 2026 (31d)
Mar 19, 2026Jonathan JacksonDHOUSESELL$15,001 - $50,000O'Reilly Automotive IncApr 9, 2026 (22d)

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 29, 2026
ftd
FTD: ORLY — 20,250 shares ($1.8M) failed to deliver
Settlement: 20260529, Price: $89.23, FTD Value: $1,806,907.5, O REILLY AUTOMOTIVE INC COM
May 25, 2026
dark_pool
Dark Pool: ORLY — 6.8M shares, 127,613 trades
Week starting 2026-05-25. Total ATS volume: 6,845,537 shares across 127,613 trades.
May 18, 2026
dark_pool
Dark Pool: ORLY — 5.2M shares, 106,553 trades
Week starting 2026-05-18. Total ATS volume: 5,221,298 shares across 106,553 trades.
May 11, 2026
dark_pool
Dark Pool: ORLY — 7.7M shares, 129,176 trades
Week starting 2026-05-11. Total ATS volume: 7,740,540 shares across 129,176 trades.
May 4, 2026
dark_pool
Dark Pool: ORLY — 4.9M shares, 106,481 trades
Week starting 2026-05-04. Total ATS volume: 4,868,675 shares across 106,481 trades.
Apr 30, 2026
short_interest
FTD: ORLY — 12,713 shares ($1.2M) failed to deliver
Settlement: 20260430, Price: $91.69, FTD Value: $1,165,654.97, O REILLY AUTOMOTIVE INC COM
Apr 29, 2026
earnings
O’Reilly Automotive, Inc. Reports First Quarter 2026 Results
<p align="justify">SPRINGFIELD, Mo., April 29, 2026 (GLOBE NEWSWIRE) -- O’Reilly Automotive, Inc. (the “Company” or “O’Reilly”) (<strong><em>Nasdaq:
Apr 29, 2026
earnings_calendar
ORLY Q1 2026 Earnings Scheduled — 2026-04-29
Apr 27, 2026
dark_pool
Dark Pool: ORLY — 9.5M shares, 159,843 trades
Week starting 2026-04-27. Total ATS volume: 9,534,452 shares across 159,843 trades.
Apr 20, 2026
dark_pool
Dark Pool: ORLY — 5.3M shares, 100,377 trades
Week starting 2026-04-20. Total ATS volume: 5,344,736 shares across 100,377 trades.
Apr 16, 2026
short_interest
FTD: ORLY — 8,830 shares ($0.8M) failed to deliver
Settlement: 20260416, Price: $93.60, FTD Value: $826,488, O REILLY AUTOMOTIVE INC COM
Apr 13, 2026
dark_pool
Dark Pool: ORLY — 4.8M shares, 101,050 trades
Week starting 2026-04-13. Total ATS volume: 4,792,246 shares across 101,050 trades.
Apr 6, 2026
dark_pool
Dark Pool: ORLY — 4.6M shares, 95,233 trades
Week starting 2026-04-06. Total ATS volume: 4,595,029 shares across 95,233 trades.
Apr 1, 2026
earnings
O’Reilly Automotive, Inc. Announces Dates for Its First Quarter 2026 Earnings Release and Conference Call
<p align="justify">SPRINGFIELD, Mo., April 01, 2026 (GLOBE NEWSWIRE) -- O’Reilly Automotive, Inc. (the “Company” or “O’Reilly”) (Nasdaq: ORLY), a le
Mar 30, 2026
dark_pool
Dark Pool: ORLY — 5.4M shares, 99,793 trades
Week starting 2026-03-30. Total ATS volume: 5,401,339 shares across 99,793 trades.