Mawer Investment Management Ltd. Sells 10,405 Shares of O’Reilly Automotive, Inc. $ORLY

Posted by George Bondi on Jun 3rd, 2026

Mawer Investment Management Ltd. lowered its stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 14.1% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 63,620 shares of the specialty retailer’s stock after selling 10,405 shares during the quarter. Mawer Investment Management Ltd.’s holdings in O’Reilly Automotive were worth $5,803,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of the stock. Norges Bank acquired a new stake in shares of O’Reilly Automotive in the 4th quarter valued at about $1,134,311,000. Akre Capital Management LLC lifted its position in shares of O’Reilly Automotive by 989.3% during the 2nd quarter. Akre Capital Management LLC now owns 9,410,714 shares of the specialty retailer’s stock worth $848,188,000 after buying an additional 8,546,804 shares in the last quarter. Alphinity Investment Management Pty Ltd purchased a new position in O’Reilly Automotive in the third quarter worth $435,620,000. Ameriprise Financial Inc. boosted its holdings in shares of O’Reilly Automotive by 1,316.5% in the 2nd quarter. Ameriprise Financial Inc. now owns 3,027,830 shares of the specialty retailer’s stock worth $272,871,000 after buying an additional 2,814,071 shares during the last quarter. Finally, Raymond James Financial Inc. boosted its stake in O’Reilly Automotive by 1,277.3% in the second quarter. Raymond James Financial Inc. now owns 2,346,977 shares of the specialty retailer’s stock valued at $211,533,000 after acquiring an additional 2,176,568 shares during the last quarter. Institutional investors and hedge funds own 85.00% of the company’s stock.

Insider Activity at O’Reilly Automotive

In related news, Director John Raymond Murphy sold 2,595 shares of the stock in a transaction on Monday, May 18th. The stock was sold at an average price of $88.67, for a total value of $230,098.65. Following the transaction, the director owned 4,000 shares of the company’s stock, valued at $354,680. This represents a 39.35% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, SVP Robert Allen Dumas sold 84,600 shares of the firm’s stock in a transaction dated Wednesday, May 20th. The shares were sold at an average price of $92.60, for a total value of $7,833,960.00. Following the sale, the senior vice president owned 1,782 shares in the company, valued at $165,013.20. The trade was a 97.94% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 104,530 shares of company stock valued at $9,709,404 over the last ninety days. 0.77% of the stock is currently owned by insiders.

O’Reilly Automotive Price Performance

ORLY opened at $86.64 on Tuesday. The firm has a market capitalization of $71.80 billion, a P/E ratio of 28.31, a price-to-earnings-growth ratio of 1.92 and a beta of 0.53. O’Reilly Automotive, Inc. has a one year low of $85.45 and a one year high of $108.71. The company has a fifty day moving average price of $91.83 and a 200-day moving average price of $93.94.

O’Reilly Automotive (NASDAQ:ORLY – Get Free Report) last issued its quarterly earnings data on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.69 by $0.03. O’Reilly Automotive had a negative return on equity of 263.22% and a net margin of 14.30%.The company had revenue of $4.56 billion for the quarter, compared to the consensus estimate of $4.46 billion. During the same quarter last year, the business posted $9.35 earnings per share. The firm’s revenue was up 10.2% compared to the same quarter last year. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. On average, analysts expect that O’Reilly Automotive, Inc. will post 3.24 earnings per share for the current year.

Analysts Set New Price Targets

ORLY has been the topic of several recent research reports. Mizuho upped their price objective on shares of O’Reilly Automotive from $105.00 to $110.00 and gave the company an “outperform” rating in a report on Friday, May 8th. Morgan Stanley restated an “overweight” rating and set a $112.00 price target on shares of O’Reilly Automotive in a research note on Thursday, April 30th. Evercore reaffirmed an “outperform” rating and issued a $115.00 price objective on shares of O’Reilly Automotive in a report on Friday, May 1st. Weiss Ratings reiterated a “buy (b-)” rating on shares of O’Reilly Automotive in a research note on Monday, April 27th. Finally, Truist Financial set a $108.00 target price on shares of O’Reilly Automotive in a report on Thursday, April 30th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, O’Reilly Automotive has an average rating of “Moderate Buy” and a consensus price target of $112.25.

Get Our Latest Stock Analysis on ORLY

About O’Reilly Automotive

(Free Report)

O’Reilly Automotive, Inc is a leading retailer and distributor in the automotive aftermarket, supplying parts, tools, supplies and accessories for both professional service providers and do‑it‑yourself (DIY) customers. The company’s product assortment covers replacement parts, maintenance items, performance parts, collision components and shop equipment, complemented by diagnostic tools, batteries, chemicals and consumables. O’Reilly serves customers through company-operated retail stores, commercial sales programs for repair shops and maintenance fleets, and digital channels that support parts lookup, ordering and fulfillment.

The company operates a broad supply chain that includes regional distribution centers to support rapid replenishment of store inventory and commercial deliveries.