Market Cap
$69.1B
ORLY
O REILLY AUTOMOTIVE INC
$84.49 ▼ -0.64%
Prev close $85.03Market cap$69.1B
ConsensusStrong Buy
12-mo target$107.35 (+26.9%)
▲ Bullish
Analyst conviction 8/10
Insider Selling Cluster (2 insiders)35 New Institutional Positions15 Institutional Exits Consumer & Retail
Snapshot
The big-picture read on ORLY right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (81%)
Inst. Holders
50 funds
Inst. Value
$45.2B
Inst. Activity
35 buys / 15 sells
Insider Activity
$0.00 buy / $10.5M sell
Insider Net $
-$10.5M
SEC Reports
8
Congressional
3 trades
Price chart 30d -2.9%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 earnings
O’Reilly Automotive, Inc. Announces Dates for Its Third Quarter 2026 Earnings Release and Conference Call
SPRINGFIELD, Mo., Oct. 01, 2026 (GLOBE NEWSWIRE) -- O’Reilly Automotive, Inc. (the “Company” or “O’R
Aug 28, 2026 Insider
Aug 15, 2026 SEC HENDRICKSON THOMAS sold 1,000 shares
Director @ $87.83 ($87.8K)
Two O'Reilly Automotive insiders sold a combined $463K in open-market stock on August 12, 2026. The sales occurred just
CLUSTER — Impact 3/10
Aug 12, 2026 Insider
SASTRE MARIA sold 2,000 shares
Director @ $91.85 ($183.7K)
Aug 12, 2026 Insider
Aug 10, 2026 SEC MANCINI CHRISTOPHER ANDREW acquired via exercise 3,000 shares
SVP OF PROF SALES & STORE OPS @ $16.71 ($50.1K)
O'Reilly Automotive filed a preliminary prospectus supplement for an underwritten offering of three series of senior not
424B5 — Impact 3/10
O'Reilly Automotive reported Q2 2026 EPS of $0.86, essentially in line with consensus of $0.86 (0.2% beat), and revenue
PRESS-RELEASE — Impact 5/10
Jun 30, 2026 Inst.
NORGES BANK — NEW
13,734,627 shares ($1.3B)
Analyst ratings buy % -3.6%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
81% rate it Buy or better · 36 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 29, 2026 | Bernstein | INITIATE | Market Perform | 51% |
| Sep 18, 2026 | DA Davidson | MAINTAIN | Buy | 53% |
| Sep 16, 2026 | DA Davidson | MAINTAIN | Buy | 53% |
| Aug 3, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Jul 31, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Jul 30, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Jul 22, 2026 | DA Davidson | MAINTAIN | Buy | 53% |
| Jul 7, 2026 | DA Davidson | MAINTAIN | Buy | 53% |
| May 8, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| May 1, 2026 | UBS | MAINTAIN | Buy | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 9 | 20 | 7 | 0 | 0 | 81% | |
| Aug 1, 2026 | 9 | 20 | 7 | 0 | 0 | 81% | |
| Jul 1, 2026 | 9 | 20 | 7 | 0 | 0 | 81% | |
| Jun 1, 2026 | 9 | 20 | 7 | 0 | 0 | 81% | |
| May 1, 2026 | 9 | 20 | 7 | 0 | 0 | 81% | |
| Apr 1, 2026 | 9 | 20 | 7 | 0 | 0 | 81% | |
| Mar 1, 2026 | 9 | 21 | 7 | 0 | 0 | 81% | |
| Feb 1, 2026 | 10 | 21 | 6 | 0 | 0 | 84% |
Price targets
Where 26 covering analysts think ORLY trades over the next 12 months.
$107.35 +26.9% upside Strong Buy
Current$84.56 Low$91.00 Median$109.00 High$120.00 26 analysts
$91.00$120.00
Analyst rating Buy· 1.6/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
8 SEC filing reports analyzed · 0 bullish, 1 bearish, 0 mixed, 7 neutral · avg impact 3.4/10.
NEUTRALCLUSTER3/10
Two O'Reilly Automotive insiders sold a combined $463K in open-market stock on August 12, 2026. The
Aug 15, 2026
NEUTRAL424B53/10
O'Reilly Automotive filed a preliminary prospectus supplement for an underwritten offering of three
Aug 10, 2026
NEUTRALPRESS-RELEASE5/10
O'Reilly Automotive reported Q2 2026 EPS of $0.86, essentially in line with consensus of $0.86 (0.2%
Jul 29, 2026
BEARISHPRESS-RELEASE5/10
O'Reilly Automotive reported Q1 2026 EPS of $0.72, missing consensus of $0.86 by 16.3%, while revenu
Jul 1, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
earnings
O’Reilly Automotive, Inc. Announces Dates for Its Third Quarter 2026 Earnings Release and Conference Call
SPRINGFIELD, Mo., Oct. 01, 2026 (GLOBE NEWSWIRE) -- O’Reilly Automotive, Inc. (the “Company” or “O’Reilly”) (Nasdaq: ORLY), a leading retailer in the
Sep 7, 2026
dark_pool
Dark Pool: ORLY — 5.9M shares, 108,352 trades
Week starting 2026-09-07. Total ATS volume: 5,922,597 shares across 108,352 trades.
Aug 31, 2026
dark_pool
Dark Pool: ORLY — 5.5M shares, 112,264 trades
Week starting 2026-08-31. Total ATS volume: 5,454,755 shares across 112,264 trades.
Aug 24, 2026
dark_pool
Dark Pool: ORLY — 4.3M shares, 97,651 trades
Week starting 2026-08-24. Total ATS volume: 4,263,953 shares across 97,651 trades.
Aug 17, 2026
dark_pool
Dark Pool: ORLY — 5.9M shares, 128,457 trades
Week starting 2026-08-17. Total ATS volume: 5,853,574 shares across 128,457 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.93 | $0.90–$0.95 | 8.8% | +0.0% | 14↑ 2↓ | $5.0B | 20 |
| Next Q | $0.78 | $0.75–$0.80 | 9.2% | -0.1% | 9↑ 3↓ | $4.7B | 20 |
| Current FY | $3.28 | $3.22–$3.32 | 10.4% | +0.0% | 11↑ 2↓ | $19.1B | 23 |
| Next FY | $3.65 | $3.53–$3.75 | 11.2% | -0.0% | 9↑ 2↓ | $20.3B | 23 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.925 | — |
| 7d ago | $0.925 | +0.000 |
| 30d ago | $0.925 | +0.000 |
| 60d ago | $0.925 | +0.000 |
| 90d ago | $0.910 | +0.016 |
Institutional ownership
Which big funds own ORLY (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $45.2B total value (490,549,201 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 35 institutions added/increased vs 15 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 64,611,159 | $6.0B | 13.2% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 54,153,543 | $5.0B | 11.0% | — |
| STATE STREET CORP | 36,716,335 | $3.4B | 7.5% | — |
| Invesco Ltd. | 26,613,289 | $2.5B | 5.4% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 24,183,471 | $2.2B | 4.9% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 15,823,209 | $1.5B | 3.2% | — |
| MORGAN STANLEY | 15,461,213 | $1.4B | 3.2% | — |
| PRINCIPAL FINANCIAL GROUP INC | 14,208,385 | $1.3B | 2.9% | — |
| FMR LLC | 13,912,750 | $1.3B | 2.8% | — |
| NORGES BANK | 13,734,627 | $1.3B | 2.8% | NEW |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 13,734,627 | — | $1.3B |
| Nuveen, LLC | TRIM | 15,070,600 | 11,289,526 | -25.1% | $1.0B |
| CITADEL ADVISORS LLC | ADD | 4,851,312 | 7,019,578 | +44.7% | $646.4M |
| JANE STREET GROUP, LLC | DOUBLED | 2,180,376 | 6,215,262 | +185.1% | $572.4M |
| Amundi | TRIM | 8,497,984 | 5,940,406 | -30.1% | $547.1M |
| Assenagon Asset Management S.A. | ADD | 3,034,104 | 4,189,201 | +38.1% | $385.8M |
| MILLENNIUM MANAGEMENT LLC | ADD | 2,442,944 | 3,276,646 | +34.1% | $301.7M |
| Qube Research & Technologies Ltd | ADD | 1,669,653 | 3,252,062 | +94.8% | $299.5M |
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 8,363,033 | 3,138,599 | -62.5% | $289.0M |
| Man Group plc | DOUBLED | 1,241,329 | 3,048,747 | +145.6% | $280.8M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
25 insiders, 44 transactions. Net -$10.5M — $0.00 bought, $10.5M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 28, 2026 | HENDRICKSON THOMAS | Director | SELL | 1,000 | $87.83 | $87.8K |
| Aug 12, 2026 | SASTRE MARIA | Director | SELL | 2,000 | $91.85 | $183.7K |
| Aug 12, 2026 | MANCINI CHRISTOPHER ANDREW | SVP OF PROF SALES & STORE OPS | EXERCISE | 3,000 | $16.71 | $50.1K |
| Aug 12, 2026 | MANCINI CHRISTOPHER ANDREW | SVP OF PROF SALES & STORE OPS | SELL | 3,000 | $93.00 | $279.0K |
| May 29, 2026 | HENDRICKSON THOMAS | Director | SELL | 1,200 | $88.32 | $106.0K |
| May 20, 2026 | DUMAS ROBERT ALLEN | SVP OF EASTERN STORE OPS/SALES | EXERCISE | 9,600 | $17.12 | $164.4K |
| May 20, 2026 | DUMAS ROBERT ALLEN | SVP OF EASTERN STORE OPS/SALES | SELL | 84,600 | $92.60 | $7.8M |
| May 20, 2026 | DUMAS ROBERT ALLEN | SVP OF EASTERN STORE OPS/SALES | EXERCISE | 75,000 | $17.98 | $1.3M |
| May 18, 2026 | MURPHY JOHN RAYMOND | Director | SELL | 2,595 | $88.67 | $230.1K |
| May 15, 2026 | PERLMAN DANA | Director | AWARD | 2,035 | $88.49 | $180.1K |
Congressional trades
ORLY trades disclosed by members of Congress, with disclosure delay.
2 members · 1 buys / 2 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Apr 24, 2026 | Jonathan Jackson | D | HOUSE | SELL | $1,001 - $15,000 | O'Reilly Automotive Inc | May 28, 2026(35d) |
| Apr 13, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | O'Reilly Automotive Inc | May 13, 2026(31d) |
| Mar 19, 2026 | Jonathan Jackson | D | HOUSE | SELL | $15,001 - $50,000 | O'Reilly Automotive Inc | Apr 9, 2026(22d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for ORLY.
Shares short
25,741,427
Settlement Sep 15, 2026
Change vs prior
-2.9%
Semi-monthly cycle
Days to cover
4.7
At avg daily volume
Of shares outstanding
≈3.2%
Estimate — not % of float
All ORLY filing & press-release reports (8)
- CLUSTER reportAug 15, 2026
- 424B5 reportAug 10, 2026
- PRESS-RELEASE reportJul 29, 2026
- PRESS-RELEASE reportJul 1, 2026
- CLUSTER reportMay 18, 2026
- 8-K reportMay 18, 2026
- PRESS-RELEASE reportApr 1, 2026
- DEFA14A reportMar 27, 2026