Welcome to our dedicated page for O REILLY AUTOMOTIVE SEC filings (Ticker: ORLY), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
O’Reilly Automotive, Inc. filings document financial results, capital structure, governance, and material corporate events for an automotive aftermarket retailer listed on the Nasdaq Global Select Market. Recent 8-K filings report quarterly and annual earnings releases, Regulation FD announcements for earnings-call timing, share repurchase authorization updates, and debt-financing transactions.
The company’s filings also cover senior note offerings, underwriting agreements, indenture terms, and repayment-related uses of proceeds. Its definitive proxy statement documents board matters, shareholder voting items, executive compensation, equity awards, and pay-versus-performance disclosures tied to O’Reilly’s public-company governance.
O'Reilly Automotive SVP of International receives new stock options grant. Executive Mark Joseph Merz was granted nonqualified employee stock options to buy 3,368 shares of O'Reilly Automotive common stock at an exercise price of $98.85 per share on January 29, 2026.
The options vest in four equal annual installments beginning on that grant date, meaning portions of the award become exercisable each year over four years. After this transaction, Merz beneficially owned 4,354 shares of common stock directly and 2,906 shares indirectly through the company’s 401(k) plan.
O'Reilly Automotive (ORLY) director Dana M. Perlman reported a gift of 1,000 shares of common stock on 11/24/2025, at a reported price of $99 per share. This was filed as a Form 4 insider transaction using transaction code "G," which indicates a bona fide gift.
After the transaction, Perlman beneficially owns 14,320 O'Reilly Automotive shares directly and 1,500 shares indirectly as trustee for her child. The direct holdings include 1,965 unvested restricted share awards and 12,355 shares held in her own name, showing she retains a meaningful equity stake in the company.
O'Reilly Automotive (ORLY) executive David O'Reilly reported a share disposal in a Form 4 filing. On 11/21/2025, he disposed of 7,070 shares of common stock at a price of $100.43 per share. After this transaction, he beneficially owned 147,900 shares directly, which includes 4,230 unvested restricted share awards and 143,670 shares held in his own name.
He also reported indirect beneficial ownership of 3,214,615 shares. These indirect holdings include 1,440,527 shares held as trustee for his children, 173,745 shares held through his spouse, 1,600,000 shares held as trustee of Grantor Retained Annuity Trusts, and 343 shares held in the company's 401(k) plan. O'Reilly is listed as both a director and the Executive Chairman of the Board.
O’Reilly Automotive (ORLY) Executive Vice President and CFO Jeremy A. Fletcher reported an option exercise and share sale. On 11/18/2025, he exercised 3,795 nonqualified stock options with an exercise price of $18.15 per share, acquiring the same number of common shares. He then sold 3,795 common shares at a price of $100 per share on the same date. Following these transactions, he directly owned 35,876 common shares, with an additional 3,192 shares held indirectly in the company’s 401(k) plan. The options exercised were part of a grant that vested in four equal annual installments beginning on the original vesting date.
O’Reilly Automotive, Inc. announced that its Board of Directors has increased the authorization under its share repurchase program by an additional $2.0 billion, bringing the total program authorization to $29.75 billion. The new $2.0 billion portion of the authorization is effective for a three-year period beginning on November 18, 2025.
The company may repurchase shares from time to time in the open market through a broker-dealer at prevailing market prices, taking into account factors such as share price, corporate needs, and overall market conditions. The company is not obligated to repurchase a specific number of shares, and the program can be increased, modified, renewed, suspended, or terminated at any time without prior notice.
O’Reilly Automotive (ORLY) reported Q3 2025 results marked by solid growth and continued buybacks. Sales reached $4.71 billion, up 8% year over year, with gross profit of $2.44 billion and a 51.9% gross margin. Operating income rose to $976 million. Net income was $725.9 million, and diluted EPS increased to $0.85 from $0.76.
Comparable store sales increased 5.6% for the quarter, driven by higher average ticket values and stronger professional customer transactions. SG&A was $1.46 billion, or 31.1% of sales. The company opened 55 net new stores in the quarter and operated 6,406 stores in the U.S. and Puerto Rico, 107 in Mexico, and 25 in Canada as of September 30, 2025. O’Reilly repurchased 4.28 million shares for $420.0 million in Q3 and had $899 million remaining under its authorization at quarter end; from quarter end to November 7, it bought an additional 3.1 million shares for $302.3 million. Cash was $204.5 million and long‑term debt was $5.92 billion.
O’Reilly Automotive (ORLY) director John R. Murphy reported a sale of company stock. On 11/04/2025, he sold 3,125 shares of common stock at an average price of $92.6004 (Code S).
Following the transaction, his beneficial ownership is listed as 8,125 shares held indirectly in an IRA and 4,560 shares held directly. The direct total includes 1,965 unvested restricted share awards and 2,595 shares held directly, per the footnote.
O’Reilly Automotive, Inc. (ORLY) furnished a Form 8-K announcing it issued a press release with its 2025 third quarter earnings on October 22, 2025. The release is provided as Exhibit 99.1 under Item 2.02 (Results of Operations and Financial Condition). The company notes this information is furnished and not deemed filed under the Exchange Act.
O’Reilly Automotive, Inc. filed a current report to let investors know it has scheduled its 2025 third quarter earnings release and related conference call. The company states that it issued a press release on October 1, 2025 announcing the specific dates for these events, and that the full text of that press release is included as Exhibit 99.1 to this report.
The filing is made under Regulation FD, which is designed to ensure that all investors receive important company information at the same time. No financial results or guidance are provided here; instead, this report simply points investors to the upcoming earnings announcement and call where management will discuss the company’s third quarter performance.
Maria Sastre, a director of O'Reilly Automotive, reported a sale of 595 shares of the issuer's common stock on 08/13/2025 at a reported price of $102.315 per share. After the sale, Ms. Sastre beneficially owns 15,935 shares in total, comprising 13,970 shares held directly and 1,965 unvested restricted shares. The Form 4 is signed and dated 08/15/2025. No derivative transactions are reported on this form and no additional directives, amendments, or plan-based transactions are indicated in the filing.