O’Reilly Automotive (ORLY) reported third-quarter 2026 sales of $5.12 billion, up 9% from a year earlier, and net income of $785.6 million. Diluted earnings per share rose 14% to $0.97.
Comparable store sales increased 7.2% in the quarter. The company raised its full-year 2026 comparable-store-sales, gross-margin and operating-profit guidance.
- Third-quarter sales were $5.121 billion, compared with $4.706 billion a year earlier.
- Third-quarter net income was $785.6 million, versus $725.9 million a year earlier.
- Basic and diluted EPS were both $0.97; diluted weighted-average shares were 812.2 million.
- Year-to-date sales rose 9% to $14.574 billion, while net income increased 9% to $2.105 billion.
- The company now expects 2026 comparable store sales growth of 5.5% to 6.5% and total revenue of $19.0 billion to $19.3 billion.
- O’Reilly repurchased 11.8 million shares for $1.03 billion during the third quarter.
$ORLY Insider Trading Activity
$ORLY insiders have traded $ORLY stock on the open market 6 times in the past 6 months. Of those trades, 0 have been purchases and 6 have been sales.
Here’s a breakdown of recent trading of $ORLY stock by insiders over the last 6 months:
- ROBERT ALLEN DUMAS (SVP OF EASTERN STORE OPS/SALES) sold 84,600 shares for an estimated $7,833,765
- CHRISTOPHER ANDREW MANCINI (SVP OF PROF SALES & STORE OPS) sold 3,000 shares for an estimated $279,000
- JOHN RAYMOND MURPHY sold 2,595 shares for an estimated $230,098
- THOMAS HENDRICKSON has made 0 purchases and 2 sales selling 2,200 shares for an estimated $193,815.
- MARIA SASTRE sold 2,000 shares for an estimated $183,707
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$ORLY Hedge Fund Activity
We have seen 669 institutional investors add shares of $ORLY stock to their portfolio, and 849 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- INVESCO LTD. added 17,924,669 shares (+206.3%) to their portfolio in Q2 2026, for an estimated $1,650,682,768
- JPMORGAN CHASE & CO added 7,514,428 shares (+inf%) to their portfolio in Q2 2026, for an estimated $692,003,674
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 6,661,984 shares (+inf%) to their portfolio in Q2 2026, for an estimated $613,502,106
- WELLINGTON MANAGEMENT GROUP LLP removed 5,224,434 shares (-62.5%) from their portfolio in Q2 2026, for an estimated $481,118,127
- FMR LLC removed 4,467,372 shares (-24.3%) from their portfolio in Q2 2026, for an estimated $411,400,287
- JANE STREET GROUP, LLC added 4,034,886 shares (+185.1%) to their portfolio in Q2 2026, for an estimated $371,572,651
- PRINCIPAL FINANCIAL GROUP INC removed 3,857,854 shares (-21.4%) from their portfolio in Q2 2026, for an estimated $355,269,774
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$ORLY Congressional Stock Trading
Members of Congress have traded $ORLY stock 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $ORLY stock by members of Congress over the last 6 months:
- REPRESENTATIVE KEVIN HERN has traded it 2 times. They made 0 purchases and 2 sales worth up to $100,000 on 09/02, 08/31.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
