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Overview
Smart money at a glance
Filings to Sep 30, 2026Net selling: insiders sold $551K and bought $0 on the open market in 90 days (SEC Form 4). Congress: net selling of $31K to $115K in 180 days.
- Company insidersSEC Form 4, last 90 days
- -$551K netNet selling
- CongressSTOCK Act, last 180 days
- -$31K to -$115K netNet selling
- Big fundsSEC 13F, quarter ended Jun 30, 2026
- 5 added, 1 cutMore adding
- Federal contractsUSAspending.gov, last 12 months
- No awardsNone on record
Key stats
Fundamentals Sep 30- Open
- $85.85
- 52-wk high
- $105.39
- High
- $86.48
- 52-wk low
- $82.59
- Low
- $85.33
- Prev close
- $86.51
- Mkt cap
- $69.63B
- P/E
- 27.5x
- Volume
- 3.66M
- Fwd P/E
- 23.4x
- Beta
- 0.52
- P/S
- 3.7x
- P/B
- 206.2x
- Profit margin
- +14.3%
- Op margin
- +20.2%
- ROE
- +58.6%
What do analysts expect?
Analyst target and ratings are on paid plans
See the 12-month consensus target and the buy/hold/sell rating split.
Unlock the full resultsQuestions about ORLY filings
Are insiders buying or selling O’Reilly Automotive Inc (ORLY) stock?
Net selling: insiders sold $551K and bought $0 of ORLY stock on the open market in the 90 days to Sep 30, 2026, according to SEC Form 4 filings. The largest was Mancini, Christopher Andrew (SVP Of Prof Sales & Store Ops), who sold $279K. The latest filing was on Sep 1, 2026.
Which members of Congress have traded ORLY recently?
Rep. Kevin Hern (R) sold $15K to $50K on Sep 2, 2026, disclosed 23 days later. Rep. Kevin Hern (R) sold $15K to $50K on Aug 31, 2026, disclosed 25 days later. Rep. Jonathan Jackson (D) sold $1K to $15K on Apr 24, 2026, disclosed 33 days later. In total, 2 members disclosed 3 ORLY trades with trade dates in the last 180 days, filed a median 25 days after trading.
How current is this ORLY smart-money data?
This summary uses filings available on Sep 30, 2026. Insiders must report trades to the SEC within 2 business days, members of Congress have up to 45 days to disclose a trade, and funds file 13F holdings up to 45 days after each quarter ends, so the latest moves may not be public yet.
Smart money
8 funds hold a position and insiders have been net selling.
What funds are doing
Buys/Adds (2)
- MG
Man Group
$166.2M
added
- QR
Qube Research
$145.4M
added
Sells/Trims (1)
- TS
Two Sigma
$245.0M
trimmed
What insiders are doing
What Congress is doing
How top traders are positioned
No tracked top-trader positions in ORLY right now.
Live Hyperliquid positioning - not every stock is covered
Activist stakes, short interest & more
Earnings
Earnings came in 8.2% below what analysts expected.
Earnings per share
$0.85 expected
Revenue
No comparable estimate
Company GAAP EPS
From the company's release
Compared on the analyst basis, which counts earnings differently from the company.
FY2026 guidance
$18.90B to $19.20B
No comparable estimate
Reports Oct 28, 2026, in 28 days
Estimates as of Sep 30, 2026
EPS expected
$0.90 to $0.95
Revenue expected
20 analysts
Last 30 days
Analysts raising estimates
What the company said
Financials
What it sold, what it cost, what was left.
| USD | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|
| What came in | ||||
| Revenue | $4.71B | $4.41B | $4.56B | $4.89B |
| Cost of what it sold | $2.27B | $2.13B | $2.21B | $2.38B |
| Gross profit | $2.44B | $2.29B | $2.35B | $2.52B |
| What it spent | ||||
| Sales and admin | $1.46B | $1.46B | $1.51B | $1.53B |
| Total operating expenses | $1.46B | $1.46B | $1.51B | $1.53B |
| What was left | ||||
| Operating profit | $976.1M | $828.6M | $841.6M | $985.7M |
| Interest on debt | $59.6M | $60.6M | $62.7M | $69.9M |
| Profit before tax | $923.6M | $770.7M | $780.1M | $924.1M |
| Tax | $197.8M | $165.5M | $175.9M | $209.0M |
| Net profit | $725.9M | $605.2M | $604.2M | $715.1M |
| EBITDA | $1.11B | $966.7M | $978.2M | $979.1M |
Technicals
Price structure
This stock is under pressure.
Trend
Under pressure
35 / 100
RSI 14
20D volatility
52-week range
20D support
20D resistance
Returns
Price vs moving averages
Volume pace
News
What the news says
Coverage is bullish
O’Reilly Auto Parts to open in Le Roy, town supervisor says
Leans bullishSep 26O’Reilly Auto (ORLY) Gets a Buy from Guggenheim
NeutralSep 24Andra AP fonden Trims Holdings in O'Reilly Automotive, Inc. $ORLY
NeutralSep 24Advance Auto Parts Analysis: September 2026 Daily Downtrend Review
Leans bullishSep 23O'Reilly Automotive Rises as Analyst Day Reinforces Its Long-Term Growth Story
BullishSep 23CarMax is slashing corporate jobs for the third time in less than a year
NeutralSep 22AutoZone Climbs 6% as Profit Beat Offsets Revenue Miss; Advance Auto Parts Rises 6%, O'Reilly Automotive Gains 4%
Leans bullishSep 22AutoZone Climbs 6% as Profit Beat Offsets Revenue Miss; Advance Auto Parts Rises 6%, O’Reilly Automotive Gains 4%
Leans bullishSep 22
Macro
33 macro signals shaping ORLY right now
Unlock sector rotation, regime shifts, and macro event windows tied to this stock.
Unlock the full results