$ORLY

HENDRICKSON THOMAS sold $106K of ORLY

HENDRICKSON THOMAS sold 1,200 shares of O REILLY AUTOMOTIVE INC (ORLY) at $88.32 ($0.11M total) on 2026-05-29.

Original reporting
SEC EDGAR · HENDRICKSON THOMAS
Published Jun 2, 2026, 9:25 PM UTC
Analysis
alphai AI DeskAI-generated
Added to alphai Jun 2, 2026, 9:30 PM UTC. Informational, not investment advice.
How this was made
alphai summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
alphai market briefInsider activity
Primary signal
$ORLY
Neutral
medium confidence
Mentioned
$ORLY
Relevance
6/10
alphai data visualization · based on SEC EDGAR
Decision brief

The 30-second read

$ORLYNeutralLow
01

Why it matters

The disclosure provides a data point on insider behavior but does not include any new operational, financial, or strategic information.

02

Market read

Traders may monitor insider activity, but this specific filing is unlikely to drive a sustained repricing without additional fundamental catalysts.

03

What to watch

Director-level sales can be driven by taxes, diversification, or pre-scheduled personal needs; without context on total holdings or prior patterns, signal strength is limited.

Relevance 6/10Novelty 6/10Timing: Filed after-hours/late day on 2026-06-02; transaction dated 2026-05-29.

Background

The article is an SEC EDGAR Form 4 insider transaction disclosure for O’Reilly Automotive (ORLY).

Company-level read

Ticker impact

$ORLYNeutralMedium confidence
Context

SEC Form 4 shows ORLY director Hendrickson sold 1,200 shares in an open-market transaction on 2026-05-29.

Expected impact

Low near-term impact; any reaction is likely limited and sentiment-driven.

Evidence & confidence

The filing is a routine Form 4 transaction with no accompanying earnings/guidance, deal, or regulatory development.

Market effects

Minimal; this is company-specific insider disclosure with no sector-wide read-through stated.

None indicated.

None indicated.

Counterpoint

The sale may be routine liquidity/portfolio rebalancing rather than a bearish signal, especially with no 10b5-1 plan cited.

Key entities

  • O’Reilly Automotive

    Issuer of the insider transaction; director sold shares via open-market sale.

  • Hendrickson Thomas

    Director who reported the sale of 1,200 ORLY shares.

Related articles

$ORLYMed

ORLY Q2 Deep Dive: Market Share Gains Amid Cautious Industry Outlook

O’Reilly Automotive reported Q2 revenue of $4.89B, slightly above analysts’ $4.86B estimate, with GAAP EPS of $0.86 in line. Same-store sales rose 6% and the company opened 110 net new stores, lifting full-year revenue guidance to $19.05B and GAAP EPS guidance to $3.25. Management cited share gains, cautious DIY demand, and supply chain investments.

$ORLYMed

O’Reilly Automotive (ORLY) Raises Guidance—Can Margins Keep Up With Growth?

O’Reilly Automotive (ORLY) reported Q2 2026 sales up 8% to $4.89B and gross profit up 8% to $2.52B, with gross margin steady at 51.4%. Net income rose 7% to $715.1M. The company raised 2026 revenue guidance to $18.9B-$19.2B and operating margin to 19.3%-19.8%. Morgan Stanley and DA Davidson cut price targets to $108 and $106. ORLY also opened 110 net new stores and repurchased $1.51B of shares.

$ORLYMed

Does Strong Q2, Higher Guidance and Buybacks Change The Bull Case For O'Reilly Automotive (ORLY)?

O’Reilly Automotive (ORLY) reported Q2 2026 results with higher sales, net income and EPS, and raised full-year revenue and EPS guidance. The company completed a long-running share repurchase totaling about $30.42 billion and said it will focus on smaller tuck-in acquisitions. Guidance projects 2026 revenue of $18.9B to $19.2B and operating margins of 19.3% to 19.8%.

$ORLYMedAI 8/10

O'Reilly Automotive Q2 Earnings Call Highlights

Same-SKU inflation totaled 5.5% for the consolidated business during the quarter. For the second half, O'Reilly expects that benefit to moderate to a range of 1% to 2% as the company laps tariff-driven price increases implemented in 2025. Management said it remains cautious about the potential effects of fuel prices, crude oil costs and broader economic pressures on consumers.

$ORLYMed

O'Reilly’s (NASDAQ:ORLY) Q2 CY2026: Beats On Revenue

O’Reilly Automotive (ORLY) reported Q2 CY2026 revenue of $4.89 billion, up 8.1% year on year and about 0.6% above Wall Street estimates, according to the company. GAAP profit was $0.86 per share, in line with consensus. The company guided full-year revenue to about $19.05 billion. Same-store sales rose 6% and diluted EPS increased 10%.

$ORLYHighAI 9/10

O REILLY AUTOMOTIVE INC (ORLY): Results of Operations and Financial Condition

O REILLY AUTOMOTIVE INC (ORLY) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 orly-20260729xex99d1.htm EX-99.1 Exhibit 99.1 FOR IMMEDIATE RELEASE ​ O’REILLY AUTOMOTIVE, INC. REPORTS SECOND QUARTER 2026 RESULTS ​ ● Second quarter comparable store sales growth of 6.0% ● 10% increase in second quarter diluted earnings per share to $0.86 ● $2.4 billi