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Insider selling: $177,431,425 sold by 25 insiders (30d)
Est. revisions:
-0.4%
(1 up, 1 down in 30d)
Factor Model (net -0.1)
Factor Model
net -0.1 1.6 / 10
Est. Revisions
-0.0
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
+0.0
Narrative Gap
+0.0
O'Reilly Posts 33rd Year of Comp Growth
Watch: Watch Q2 same-store sales and operating margin trends for evidence of margin recovery or ongoing inflationary pressures.
O'Reilly Automotive grew same-store sales 6% and EPS 13% in Q1 2026, driven by a 10%+ jump in its professional segment aided by tariffs. The company maintains momentum after 33 consecutive years of positive comps. The stock closed at $91.57, below a mean analyst target near $106, amid investor caution from recent insider selling and slight downward EPS revisions.
The sustained comp growth and tariff-inflated segment gains confirm O'Reilly's strong top-line resilience despite margin pressure fears and a decelerating revenue growth trend.
Evidence
2h ago
O’Reilly Automotive (ORLY) Delivered 33rd Consecutive Year of Positive Comp Growth
yahoo-finance
15d ago
Insider sell by HENSLEE GREGORY L (ORLY): $20,593,553
15d ago
Insider sell by JOHNSON GREGORY DALE (ORLY): $17,455,922
15d ago
Insider sell by HENSLEE GREGORY L (ORLY): $11,879,579
15d ago
Insider sell by O REILLY LAWRENCE P (ORLY): $15,410,193
15d ago
Insider sell by O'REILLY DAVID E (ORLY): $25,910,936
55d ago
Morgan Stanley Trims O’Reilly Auto (ORLY) Target Price to $108, Due To Rising Costs
yahoo-finance
1 older signals
Fundamentals & Data ▾
O'Reilly Automotive, Inc.
Consumer Cyclical · Auto Parts
Mkt Cap
$77B
P/E
30.8 fwd 25.7
Beta
0.60
52w Range
$86.77 - $108.72
Short Interest
16.8M 2.02%
Days to Cover
3.1 +11%
Technicals
downtrend
from 52w Hi
-3.0%
1w return
-2.4%
Insiders
selling
0B / 12S
EPS Estimate
$0.70
-0.4% 30d
1up / 1dn
Est. Dispersion
12%
17 analysts
Analyst Target
$106
$64 - $115
Options P/C
0.53
Insider Cluster
strong sell
0B / 13S
Financials
Revenue
$4.4B +8% YoY
FCF
$364M
Gross Margin
52%
Op Margin
19%
Momentum:
decelerating
Recent Filings & Data
insider trade
100
net selling
· $177,431,425 sold
25 insiders · 100 transactions (30d)
Recent transactions
SASTRE MARIA AMALIA · sell · $92,681
HENSLEE GREGORY L · award · $425,549
O'REILLY DAVID E · award · $369,007
MANCINI CHRISTOPHER ANDREW · sell · $238,585
MANCINI CHRISTOPHER ANDREW · exercise · $39,352
HOPPER PHILIP M · sell · $354,361
HOPPER PHILIP M · exercise · $62,930
PERLMAN DANA N · other · $99,000
O'REILLY DAVID E · other · $710,040
FLETCHER JEREMY ADAM · sell · $379,500
FLETCHER JEREMY ADAM · exercise · $68,879
MURPHY JOHN RAYMOND · sell · $289,376
WILBANKS CARL DAVID · sell · $9,073,040
WILBANKS CARL DAVID · exercise · $1,591,709
SASTRE MARIA AMALIA · sell · $60,877
REAVES SHARI LYNNE · sell · $207,613
PERLMAN DANA N · other · $99,380
MERZ MARK JOSEPH · sell · $3,399,179
MERZ MARK JOSEPH · exercise · $534,336
ODEMS RAMON PARISES · sell · $2,720,900
ODEMS RAMON PARISES · exercise · $494,760
HENSLEE GREGORY L · other · $6,707,588
MONTELLANO NAJERA JOSE A · sell · $25,686
MURPHY JOHN RAYMOND · sell · $275,800
WHITFIELD FRED ALAN · award · $180,997
MURPHY JOHN RAYMOND · award · $180,997
JOHNSON GREGORY DALE · award · $180,997
PERLMAN DANA N · award · $180,997
HENDRICKSON THOMAS T · award · $180,997
SASTRE MARIA AMALIA · award · $180,997
MANCINI CHRISTOPHER ANDREW · sell · $2,108,197
MANCINI CHRISTOPHER ANDREW · exercise · $419,814
REAVES SHARI LYNNE · sell · $115,611
REAVES SHARI LYNNE · exercise · $23,188
CONN TAMARA F · sell · $2,022,017
CONN TAMARA F · exercise · $368,078
O REILLY LAWRENCE P · other · $498,908
TARRANT JASON LEE · sell · $2,667,481
TARRANT JASON LEE · exercise · $537,738
HENSLEE GREGORY L · sell · $11,879,579
HENSLEE GREGORY L · exercise · $2,310,210
O REILLY LAWRENCE P · sell · $4,582,533
WEISS ANDREA M · sell · $325,184
O REILLY LAWRENCE P · sell · $1,303,680
BECKHAM BRAD WALTER · sell · $1,082,900
BECKHAM BRAD WALTER · exercise · $213,531
DUMAS ROBERT ALLEN · sell · $6,670,447
DUMAS ROBERT ALLEN · exercise · $1,361,050
ROGERS CHARLES FRANCIS · sell · $4,618,842
ROGERS CHARLES FRANCIS · exercise · $1,264,011
MERZ MARK JOSEPH · sell · $662,500
MERZ MARK JOSEPH · exercise · $135,825
SASTRE MARIA AMALIA · sell · $326,410
O'REILLY DAVID E · other · $1,165,067
HENSLEE GREGORY L · award · $425,802
O'REILLY DAVID E · award · $369,465
CONN TAMARA F · other · $101,944
CONN TAMARA F · sell · $2,179,380
CONN TAMARA F · exercise · $420,945
LOAFMAN JEFFERY THOMAS · sell · $769,042
LOAFMAN JEFFERY THOMAS · exercise · $538,129
WEISS ANDREA M · sell · $734,442
O'REILLY DAVID E · other · $779,380
PERLMAN DANA N · other · $48,976
O'REILLY DAVID E · sell · $6,150,000
O'REILLY DAVID E · sell · $917,580
KALE JUSTIN CHRISTOPHER · sell · $119,229
KALE JUSTIN CHRISTOPHER · exercise · $37,502
MANCINI CHRISTOPHER ANDREW · sell · $1,751,625
MANCINI CHRISTOPHER ANDREW · exercise · $423,831
HENDRICKSON THOMAS T · other · $293,658
O REILLY LAWRENCE P · sell · $7,418,531
O REILLY LAWRENCE P · sell · $15,410,193
O'REILLY DAVID E · sell · $1,118,880
CONN TAMARA F · sell · $2,270,000
CONN TAMARA F · exercise · $481,080
WILBANKS CARL DAVID · sell · $5,626,877
WILBANKS CARL DAVID · exercise · $1,051,150
O'REILLY DAVID E · sell · $25,910,936
PERLMAN DANA N · sell · $53,268
PERLMAN DANA N · other · $249,395
JOHNSON GREGORY DALE · sell · $17,455,922
JOHNSON GREGORY DALE · exercise · $8,263,387
MERZ MARK JOSEPH · sell · $462,560
MERZ MARK JOSEPH · exercise · $112,246
HOPPER PHILIP M · sell · $1,148,571
HOPPER PHILIP M · exercise · $246,737
HENSLEE GREGORY L · sell · $20,593,553
HENSLEE GREGORY L · exercise · $4,681,794
O REILLY LAWRENCE P · sell · $2,887,331
O REILLY LAWRENCE P · sell · $2,848,046
WHITFIELD FRED ALAN · award · $175,086
MURPHY JOHN RAYMOND · award · $175,086
JOHNSON GREGORY DALE · award · $175,086
PERLMAN DANA N · award · $175,086
WEISS ANDREA M · award · $175,086
HENDRICKSON THOMAS T · award · $175,086
SASTRE MARIA AMALIA · award · $175,086
BECKHAM BRAD WALTER · sell · $6,122,480
BECKHAM BRAD WALTER · exercise · $1,249,965
9 signals · latest 2h ago
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