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

Mawer Investment Management Ltd. lessened its holdings in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 14.1% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm 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 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also added to or reduced their stakes in the company. Eagle Bay Advisors LLC bought a new position in shares of O’Reilly Automotive during the fourth quarter valued at about $25,000. IAG Wealth Partners LLC purchased a new position in shares of O’Reilly Automotive in the third quarter worth about $31,000. Tucker Asset Management LLC bought a new stake in shares of O’Reilly Automotive in the 4th quarter valued at about $26,000. United Community Bank boosted its holdings in O’Reilly Automotive by 75.0% during the 3rd quarter. United Community Bank now owns 315 shares of the specialty retailer’s stock valued at $34,000 after acquiring an additional 135 shares during the period. Finally, Ares Financial Consulting LLC purchased a new stake in O’Reilly Automotive during the 4th quarter valued at about $34,000. 85.00% of the stock is owned by institutional investors.

O’Reilly Automotive Stock Down 0.3%

Shares of ORLY stock opened at $86.64 on Tuesday. The firm has a market capitalization of $71.80 billion, a price-to-earnings ratio of 28.31, a PEG ratio of 1.92 and a beta of 0.53. The stock has a fifty day moving average of $91.83 and a 200 day moving average of $93.94. O’Reilly Automotive, Inc. has a 52 week low of $85.45 and a 52 week high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY) last posted its quarterly earnings data on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share for the quarter, beating the consensus estimate 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 business had revenue of $4.56 billion for the quarter, compared to analysts’ expectations of $4.46 billion. During the same period in the previous year, the firm posted $9.35 EPS. The business’s revenue was up 10.2% on a year-over-year basis. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. Equities research analysts anticipate that O’Reilly Automotive, Inc. will post 3.24 earnings per share for the current year.

Analysts Set New Price Targets

Several equities analysts recently issued reports on the company. Raymond James Financial restated an “outperform” rating and set a $115.00 price target on shares of O’Reilly Automotive in a research report on Friday, May 1st. UBS Group increased their price objective on O’Reilly Automotive from $114.00 to $120.00 and gave the company a “buy” rating in a research note on Friday, May 1st. Morgan Stanley restated an “overweight” rating and issued a $112.00 target price on shares of O’Reilly Automotive in a report on Thursday, April 30th. Evercore reaffirmed an “outperform” rating and issued a $115.00 target price on shares of O’Reilly Automotive in a research note on Friday, May 1st. Finally, Mizuho upped their price target 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. One investment analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $112.25.

Insider Activity

In other news, SVP Philip M. Hopper sold 3,700 shares of the business’s stock in a transaction on Thursday, May 7th. The stock was sold at an average price of $94.60, for a total value of $350,020.00. Following the completion of the transaction, the senior vice president owned 4,888 shares in the company, valued at $462,404.80. The trade was a 43.08% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director John Raymond Murphy sold 2,595 shares of the business’s stock in a transaction that occurred on Monday, May 18th. The shares were sold at an average price of $88.67, for a total transaction of $230,098.65. Following the transaction, the director directly owned 4,000 shares of the company’s stock, valued at $354,680. The trade was a 39.35% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 104,530 shares of company stock worth $9,709,404 over the last three months. 0.77% of the stock is currently owned by insiders.

O’Reilly Automotive Company Profile

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.