8-K ·Filed May 18, 2026

ORLY

O REILLY AUTOMOTIVE INC
NEUTRAL
Impact 2/10
Horizondays Processed4mo ago SEC0000898173-26-000030
8-K context-dependent: Items 5.02
Actionable Insight • Neutral

O'Reilly Automotive filed an 8-K covering two routine governance items: (1) the Board approved a $2,000,000 stock option grant for Executive Chairman Greg Henslee, vesting over four years, and (2) shareholders re-elected all nine director nominees, approved say-on-pay, ratified EY as auditor, and voted down a political-spending proposal at the 2026 Annual Meeting. No unexpected departures, financial results, or material business developments were disclosed.

DirectionNeutral
Confidencehigh
Horizondays
Final — all horizons settled through T+60d ⚠ clustered
ORLY ▲ +0.74% at T+60d
NEUTRAL call ✓ call won +0.74% · α vs SPY -5.28% · entry $91.87 → $92.55
Entry anchored
May 18, 2026
via day open
T+1d
+0.32%
call +0.32% · α -0.72%
$92.16
settled 5mo ago
T+5d
-3.17%
call -3.17% · α -5.46%
$88.96
settled 4mo ago
T+20d
-1.29%
call -1.29% · α -3.55%
$90.68
settled 4mo ago
T+60d
+0.74%
call +0.74% · α -5.28%
$92.55
settled 7w ago

Price Chart

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Executive Summary

O'Reilly Automotive filed an 8-K covering two routine governance items: (1) the Board approved a $2,000,000 stock option grant for Executive Chairman Greg Henslee, vesting over four years, and (2) shareholders re-elected all nine director nominees, approved say-on-pay, ratified EY as auditor, and voted down a political-spending proposal at the 2026 Annual Meeting. No unexpected departures, financial results, or material business developments were disclosed.

Key Facts

  • Stock option grant of $2,000,000 approved for Executive Chairman Greg Henslee (fair value), vesting 25% annually over four years.
  • All nine director nominees elected at the 2026 Annual Meeting with ~88% of outstanding shares voted; largest 'against' vote was for John R. Murphy (78.2M against / 12% of votes cast)
  • Say-on-pay passed with 613.8M for vs 54.0M against (~92% of votes cast in favor).
  • Shareholders ratified EY as auditor for FY2026 with 695.1M for vs 45.2M against.
  • Shareholder proposal on political spending defeated: 369.4M against vs 292.7M for.
  • No changes to Board committee structure or membership.
  • No officer departures or replacements reported.
  • No financial results, guidance, or operational data provided in this filing.

Financial Impact

Not specified

Market Snapshot

Exchange
Nasdaq
Sector
Retail-Auto & Home Supply Stores
Analyst Consensus
81% bullish (36 analysts)

Investment Themes

Consumer & Retail

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0000898173-26-000030
Document: 0000898173-26-000030-index-headers.html0000898173-26-000030
Document: 0000898173-26-000030-index.html0000898173-26-000030
Document: 0000898173-26-000030.txt0000898173-26-000030
8 reports for ORLY
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for ORLY — sortable, filterable
TypeNow
Aug 14, 2026
7w ago
Insider Cluster
NEUTRAL ★ 3/10
$91.05 $87.22▼ −4.21%▼ −2.22%$84.78 (−6.89%)
Aug 10, 2026
7w ago
424B5
NEUTRAL ★ 3/10
$92.23 $85.89▼ −6.87%▼ −5.96%$84.78 (−8.08%)
Jul 29, 2026
9w ago
Press Release
NEUTRAL ★ 5/10
$87.36 $87.83▲ +0.54%▼ −3.43%$84.78 (−2.96%)
Jul 1, 2026
13w ago
Press Release
BEARISH ★ 5/10
$90.25 $87.36▲ +3.20%▲ +2.79%$84.78 (+6.06%)
May 18, 2026
19w ago
8-K
NEUTRAL ★ 2/10
$91.87 $90.68▼ −1.29%▼ −3.55%$84.78 (−7.72%)
May 11, 2026
20w ago
Insider Cluster
NEUTRAL ★ 2/10
$91.87 $90.68▼ −1.29%▼ −3.55%$84.78 (−7.72%)
Apr 1, 2026
26w ago
Press Release
NEUTRAL ★ 4/10
$91.39 $99.40▲ +8.77%▼ −1.11%$84.78 (−7.23%)
Mar 27, 2026
26w ago
DEFA14A
NEUTRAL ★ 3/10
$92.08 $91.55▼ −0.58%▼ −13.17%$84.78 (−7.93%)
Showing 8 of 8

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