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ORLY · O Reilly Automotive Inc
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ORLY O Reilly Automotive (ORLY) Insider Trading, Ownership & Congress Trades

Wholesale & Retail · Retail-auto & home supply stores · CIK 0000898173
Congress · 1Form 144 · 3
Insider buyers, 180 days
0
Funds added, last quarter
729
13F, latest reported quarter
Conversions, 180 days
5
Codes C/M, not in net · $1.9M priced

What the filings say about ORLY

Insiders, 180 days
-$10.4M net sold
7 sellers · 0% of sales under a 10b5-1 plan
Congress, 1 year
1 bought · 3 sold
Latest: sale, 2026-09-02
Planned sales (Form 144), 90 days
$550.5K
3 notices

O Reilly Automotive insider trades (Form 4)

Form 4 buys and sells (codes P and S). Grants, option exercises and conversions excluded.

Over the last 180 days, O REILLY AUTOMOTIVE INC insiders sold a net $10.4M of stock across 213 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-28.

Insider
Filed
Shares
Value
Since filing
SELL
2026-09-01 SECtraded 2026-08-28
1,000
$87.8K
+4.7%
Context
  • 4 earlier Form 4 trades (code P or S) here by this insider (4 sales), the last on May 29, 2026.
  • The trade is 5.4% of the 18,675 shares held after it.
  • 2 other insiders sold within 30 days.
  • 729 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director HENDRICKSON THOMAS sold about $87.8K of ORLY on Aug 28, 2026; 2 other insiders sold within 30 days and 729 funds added in the latest 13F quarter.
SVP OF PROF SALES & STORE OPS
SELL
2026-08-14 SECtraded 2026-08-12
3,000
$279.0K
+0.9%
Context
  • 8 earlier Form 4 trades (code P or S) here by this insider (8 sales), the last on Nov 26, 2025.
  • The trade is 1587.3% of the 189 shares held after it.
  • 2 other insiders sold within 30 days.
  • 729 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: SVP OF PROF SALES & STORE OPS MANCINI CHRISTOPHER ANDREW sold about $279.0K of ORLY on Aug 12, 2026; 2 other insiders sold within 30 days and 729 funds added in the latest 13F quarter.
Director
SELL
2026-08-14 SECtraded 2026-08-12
2,000
$183.7K
+0.9%
Context
  • 3 earlier Form 4 trades (code P or S) here by this insider (3 sales), the last on Feb 27, 2026.
  • The trade is 13.4% of the 14,970 shares held after it.
  • 2 other insiders sold within 30 days.
  • 729 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director SASTRE MARIA sold about $183.7K of ORLY on Aug 12, 2026; 2 other insiders sold within 30 days and 729 funds added in the latest 13F quarter.
SELL
2026-06-02 SECtraded 2026-05-29
1,200
$106.0K
+4.2%
Context
  • 3 earlier Form 4 trades (code P or S) here by this insider (3 sales), the last on Oct 31, 2023.
  • The trade is 6.1% of the 19,675 shares held after it.
  • 4 other insiders sold within 30 days.
  • 729 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director HENDRICKSON THOMAS sold about $106.0K of ORLY on May 29, 2026; 4 other insiders sold within 30 days and 729 funds added in the latest 13F quarter.
SVP OF EASTERN STORE OPS/SALES
SELL
2026-05-22 SECtraded 2026-05-20
84,600
$7.8M
+1.3%
Context
  • 4 earlier Form 4 trades (code P or S) here by this insider (4 sales), the last on Feb 13, 2025.
  • The trade is 4747.5% of the 1,782 shares held after it.
  • 4 other insiders sold within 30 days.
  • 729 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: SVP OF EASTERN STORE OPS/SALES DUMAS ROBERT ALLEN sold about $7.8M of ORLY on May 20, 2026; 4 other insiders sold within 30 days and 729 funds added in the latest 13F quarter.
213 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Showing the latest few. to see 208 more transactions and use the screener and CSV export. We store only your email; there is no password.
Seven facts, ranked against the sector · Rank is not a forecast
Insiders
net -$10.4M over 180 days
-$550.5K over 90 days
below 80% of Wholesale & Retail
Congress
1 member bought in the last year
the lowest in Wholesale & Retail
Funds
729 funds bought in last quarter
more than 95% of Wholesale & Retail
Revenue
+6.4% year over year
more than 60% of Wholesale & Retail
Margin
14.3% net margin
more than 94% of Wholesale & Retail
Buybacks
$2.4B repurchased, FY to 2026-06-30
more than 98% of Wholesale & Retail
Short interest
2.8% of the float short (float per yahoo 2026-10-27) · 4.2 days to cover · settled 2026-10-15
below 51% of Wholesale & Retail
What changed in the last 30 days
Nothing new filed in the last 30 days

Watch ORLY

A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.

The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
-7.3%12M
-16%-9%-3%+3%2025-102025-122026-022026-042026-062026-082026-10 2026-05-20 · DUMAS ROBERT ALLEN sold $7.8M2026-05-08 · BECKHAM BRAD W sold $1.3M2025-11-18 · FLETCHER JEREMY ADAM sold $379.5K2025-11-26 · HOPPER PHILIP M sold $354.4K2026-05-07 · HOPPER PHILIP M sold $350.0K2025-11-04 · MURPHY JOHN RAYMOND sold $289.4K2026-08-12 · MANCINI CHRISTOPHER ANDREW sold $279.0K2025-11-26 · MANCINI CHRISTOPHER ANDREW sold $238.6K2026-05-18 · MURPHY JOHN RAYMOND sold $230.1K2026-08-12 · SASTRE MARIA sold $183.7K2026-05-29 · HENDRICKSON THOMAS sold $106.0K2026-02-27 · SASTRE MARIA sold $92.7K2026-08-28 · HENDRICKSON THOMAS sold $87.8K2026-08-28 · THOMAS T HENDRICKSON filed to sell $87.8K2026-08-12 · MANCINI CHRISTOPHER ANDREW filed to sell $279.0K2026-08-12 · SASTRE MARIA filed to sell $183.7K
Insider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns ORLY: institutional holders (13F)

13F holdings, latest reported quarter
64,611,159 sh
$6.0B
36,716,335 sh
$3.4B
26,613,289 sh
$2.5B

Congress trades in ORLY

STOCK Act disclosures, US House only, filed up to 45 days after the trade
Sold 2026-09-02 · disclosed 23 days later
$15,001 - $50,000
Sold 2026-08-31 · disclosed 25 days later
$15,001 - $50,000
Sold 2026-04-24 · disclosed 33 days later
$1,001 - $15,000
Sold 2026-03-19 · disclosed 20 days later
$15,001 - $50,000
Sold 2025-10-31 · disclosed 21 days later
$1,001 - $15,000

Activist and 5% holders (13D/13G)

No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.

ORLY planned insider sales (Form 144)

Notice of intent to sell, filed before any sale
THOMAS T HENDRICKSON
Filed 2026-08-28
$87.8K
MANCINI CHRISTOPHER ANDREW
Filed 2026-08-12
$279.0K
SASTRE MARIA
Filed 2026-08-12
$183.7K

ORLY mutual fund holders (N-PORT)

Funds ranked by the share of their own portfolio in this stock (N-PORT).
Select Automotive Portfolio
$6.9M position · as of 2026-05-31
11.4%
PAPP SMALL & MID-CAP GROWTH FUND
$3.1M position · as of 2026-05-31
7.5%
Hennessy Focus Fund
$25.9M position · as of 2026-07-31
5.6%
AVE MARIA GROWTH FUND
$61.2M position · as of 2026-06-30
4.8%
MARSHFIELD CONCENTRATED OPPORTUNITY FUND
$59.0M position · as of 2026-05-31
4.7%
VanEck Retail ETF
$11.1M position · as of 2026-06-30
4.5%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M · % is the share of the fund's own portfolio
Executive pay vs shareholder return · Brad Beckham
CEO pay, headline and as actually paid, against the company's return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$4.2M
$5.2M
$1.9M
+202%
+50%
2023
$5.6M
$6.2M
$1.9M
+110%
+9%
2022
$5.5M
$8.5M
$2.2M
+87%
-23%
2021
$12.8M
$19.0M
$4.2M
+56%
+19%
2020
$9.0M
$9.1M
$3.3M
+3%
+45%
Tagged by the company under SEC Item 402(v). Returns are cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $10.4M sold by insiders over 180 days, 729 funds added last quarter, 1 House member(s) bought in 12 months, disclosed weeks after the trade, $550.5K in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
Same sector, ranked by filing activity
Sector by SEC SIC code

ORLY financials

Revenue growth
+6.4%
XBRL, annual
Net margin
14.3%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$18.6B
four quarters, 2025-07-01 to 2026-06-30
Net margin, TTM
+14.3%
net income over revenue, 2025-07-01 to 2026-06-30
Free cash flow, TTM
$2.2B
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Debt to equity
n/a
equity is zero or negative, the ratio has no meaning
Cash flow to debt
0.45x
TTM operating cash flow over long-term 2026-06-30 plus current 2021-03-31 (63 months older than the period end)
Return on equity
n/a
average equity is zero or negative
Return on assets
+16.0%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on invested capital
+51.0%
operating income after a 22.0% effective tax rate, over long-term 2026-06-30 plus current 2021-03-31 (63 months older than the period end) plus average of 2025-06-30 and 2026-06-30 minus cash
Return on capital employed
+48.7%
operating income (EBIT proxy) over average of 2025-06-30 and 2026-06-30 minus current liabilities
P/E, trailing
28.90x
close 2026-10-26 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
Enterprise value
$80.7B
market value at close 2026-10-26 on 2026-08-03 shares, plus long-term 2026-06-30 plus current 2021-03-31 (63 months older than the period end), minus cash 2026-06-30
FCF yield
+2.9%
TTM free cash flow over market value at close 2026-10-26
PEG, trailing
2.24x
P/E over trailing EPS growth of 13%: four quarters to 2026-06-30 against the four to 2025-06-30
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
2025-122024-122023-122022-12
Revenue$17.8B$16.7B$15.8B$14.4B
Gross profit$9.2B$8.6B$8.1B$7.4B
Operating income$3.5B$3.3B$3.2B$3.0B
Net income$2.5B$2.4B$2.3B$2.2B
EPS (diluted)2.972.712.5633.44
Operating cash flow$2.8B$3.0B$3.0B$3.1B
Cash$193.8M$130.2M$279.1M$108.6M
Long-term debt$6.0B$5.5B$5.6B$4.4B
Buybacks$2.1B$2.1B$3.2B$3.3B
SEC XBRL, fiscal years, as known on 2026-10-28

ORLY Stock Sonar score 6/7 axes

Find similar shapesCompare

ORLY ranks highest on profitability (94th percentile) and risk and compliance (81st), and lowest on insider conviction (10th), among Wholesale & Retail peers.

ProfitHealthGrowthInsidersInstitutionsRisk
Profitability
94
Inputs
  • Return on equityaverage equity is zero or negative
  • Return on assets+16.0% · 93 pct, sector of 257
  • Return on invested capital+51.0% · 91 pct, sector of 109
  • Return on capital employed+48.7% · 98 pct, sector of 220
Financial health
63
Inputs
  • Debt to equityequity is zero or negative, the ratio has no meaning
  • Cash flow to debt0.45x · 63 pct, sector of 210
Growth
60
Inputs
  • Revenue growth, YoY+6.4% · 60 pct, sector of 311
  • Backlog growth, YoYno backlog line filed, or no year-earlier backlog
Insider conviction
10
Inputs
  • Net Form 4 buying (codes P and S), 180d-$10.4M · 20 pct, sector of 187
  • Insider buyers, 180d0 · 0 pct, sector of 189
Institutional and government
50
Inputs
  • Funds adding, latest quarter729 · 95 pct, sector of 234
  • Congress net buyers, 365d-2 · 5 pct, sector of 44
  • Federal contracts, 180dno federal contracts in 180 days
  • Lobbying spend, 4 quartersno lobbying filings in the last four quarters
Risk and compliance
81
Inputs
  • Short interest, % of float+2.8% · 62 pct, sector of 317
  • Recalls per $1B revenue, 3ynot measured for this sector, almost no peer has an event
  • EPA cases per $1B revenue, 5y0.00 per $1B · 100 pct, sector of 242
  • New text in Risk Factors, latest 10-Kneeds two 10-Ks with a Risk Factors section (not 20-F filers or stubs)
1 not measured: US patents
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored

ORLY filings, in plain words

Are O Reilly Automotive insiders buying or selling ORLY?

In the 180 days to 2026-10-28, O Reilly Automotive insiders were net sellers, a net $10.4M across purchases and sales reported on Form 4, by 7 sellers.

Have members of Congress traded ORLY?

Yes. In the year to 2026-10-28, 1 House member disclosed buying ORLY and 3 House members disclosed selling it; the latest on record is a sale by Kevin Hern dated 2026-09-02.

Are there planned insider sales of ORLY?

Yes. 3 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-28, covering $550.5K of stock; the latest, by THOMAS T HENDRICKSON, was filed 2026-08-28.

Read the full summary

In the 180 days to 2026-10-28, O Reilly Automotive insiders were net sellers of ORLY, a net $10.4M across purchases and sales reported on Form 4 by 7 sellers. None of the 8 insider sales was flagged as made under a Rule 10b5-1 plan. In the year to 2026-10-28, 1 member of Congress disclosed buying ORLY and 3 members disclosed selling it; the latest on record is a sale by Kevin Hern dated 2026-09-02. Insiders filed 3 Form 144 notices of intent to sell in the 90 days to 2026-10-28, covering $550.5K of stock. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.

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