HZO

MARINEMAX INC

NYSE · Retail-Auto & Home Supply Stores · Inc. DE · CIK 0001057060
$33.04 -5.28% $727.8M
High Impact Filing (7/10)5 New Institutional Positions
Vol
Market Cap$727.8M
Cap SizeSmall Cap
Inst. Holders8 funds
Inst. Value$70.0M
Inst. Activity5 buys / 0 sells
SEC Reports3
Exchange NYSE·Sector Retail-Auto & Home Supply Stores·Inc. DE·CIK 0001057060·Prev Close $34.88

Recent Activity

May 7, 2026 Insider
Borst George E sold 5,000 shares
Director @ $16.97 ($84.8K)
May 7, 2026 Insider
Borst George E sold 5,000 shares
Director @ $0.00 ($0.00)
Apr 23, 2026 SEC
MarineMax reported fiscal 2026 second quarter revenue of $527.4 million, missing consensus by 13.5% and reversing from p
8-K — Impact 7/10
Apr 23, 2026 earnings_calendar
HZO Q2 2026 Earnings Scheduled — 2026-04-23
Apr 16, 2026 SEC
Citigroup upgraded HZO to Buy from Neutral with a $44 price target, up from $40, joining Loop Capital and Benchmark in p
ANALYST-UPGRADE — Impact 7/10
Mar 4, 2026 SEC
MarineMax (HZO) announced a new $100 million stock repurchase program authorized by its Board of Directors, effective Ma
8-K — Impact 4/10
Inst.
MORGAN STANLEY — DOUBLED
444,263 shares ($10.8M)
Inst.
TWO SIGMA INVESTMENTS, LP — ADD
236,426 shares ($5.7M)

Price Targets

Historical data — last covering-analyst action Jan 2026. No current recommendation available.
$35.29 (Jan 2026)
Current $33.04 Low $33.00 Median $35.00 High $39.00 7 analysts
$33.00 $39.00

Analyst Ratings

Historical distribution77% buy · 13 analysts · last covering-analyst action Jan 2026
4Strong Buy
6Buy
3Hold
0Sell
0Strong Sell
Historical Analyst Actions
DateFirmActionRating
Jan 30, 2026 B. Riley Securities REITERATE Buy → Buy
Dec 23, 2025 Loop Capital INITIATE Buy
Oct 15, 2025 Truist Securities MAINTAIN Buy → Buy
Jun 16, 2025 Citigroup MAINTAIN Buy → Buy
Apr 17, 2025 Citigroup MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Next Q $0.08 ▼ -33.7% $0.04 — $0.13 310% YoY 9
Current Q $0.83 ▲ +10.7% $0.71 — $1.04 70% YoY 9
Current FY $0.72 ▼ -3.8% $0.60 — $0.86 19% YoY 9
Next FY $1.62 ▼ -3.0% $0.95 — $2.05 124% YoY 8

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$35.1M
CHARLES SCHWAB INVESTMENT MANAGEMENT$14.4MADD
MORGAN STANLEY$10.8MDOUBLED
TWO SIGMA INVESTMENTS, LP$5.7MADD
BANK OF AMERICA CORP$3.1MADD

Recent Insider Trades

DateInsiderTypeValue
May 7, 2026Borst GeorgeM$84.8K
May 7, 2026Borst GeorgeM$0.00
8 institutional holders with $70.0M total value (2,888,944 shares) as of 2025-Q4. Top holders: VANGUARD, CHARLES, MORGAN. Net buying activity: 5 institutions added/increased vs 0 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC1,447,784$35.1M50.1%
2CHARLES SCHWAB INVESTMENT MANAGEMENT INC592,471$14.4M20.5%ADD +28.7%
3MORGAN STANLEY444,263$10.8M15.4%DOUBLED +110.2%
4TWO SIGMA INVESTMENTS, LP236,426$5.7M8.2%ADD +91.3%
5BANK OF AMERICA CORP /DE/126,901$3.1M4.4%ADD +90.8%
6WELLS FARGO & COMPANY/MN21,496$520.8K0.7%ADD +45.9%
7RENAISSANCE TECHNOLOGIES LLC15,200$368.3K0.5%NEW
8FMR LLC4,403$106.7K0.2%DOUBLED +228.5%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
MORGAN STANLEYDOUBLED211,359444,263+110.2%$10.8M2025-Q4
TWO SIGMA INVESTMENTS, LPADD123,602236,426+91.3%$5.7M2025-Q4
BANK OF AMERICA CORP /DE/ADD66,505126,901+90.8%$3.1M2025-Q4
WELLS FARGO & COMPANY/MNADD14,73421,496+45.9%$520.8K2025-Q4
RENAISSANCE TECHNOLOGIES LLCNEW15,200$368.3K2025-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCADD375,435483,230+28.7%$12.2M2025-Q3
UBS Group AGTRIM197,032138,418-29.7%$3.5M2025-Q3
TWO SIGMA INVESTMENTS, LPNEW123,602$3.1M2025-Q3
BANK OF AMERICA CORP /DE/TRIM91,56466,505-27.4%$1.7M2025-Q3
CHARLES SCHWAB INVESTMENT MANAGEMENT INCADD285,341375,435+31.6%$9.4M2025-Q2
UBS Group AGTRIM306,975197,032-35.8%$5.0M2025-Q2
BANK OF AMERICA CORP /DE/TRIM207,56291,564-55.9%$2.3M2025-Q2
UBS Group AGDOUBLED117,803306,975+160.6%$6.6M2025-Q1
MORGAN STANLEYADD161,997209,964+29.6%$4.5M2025-Q1
FMR LLCDOUBLED1,6915,555+228.5%$119.4K2025-Q1
TWO SIGMA INVESTMENTS, LPEXIT16,3000-100.0%$0.002025-Q1
MORGAN STANLEYTRIM269,947161,997-40.0%$4.7M2024-Q4
UBS Group AGDOUBLED13,764117,803+755.9%$3.4M2024-Q4
RENAISSANCE TECHNOLOGIES LLCEXIT37,3000-100.0%$0.002024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW343,847$12.1M2024-Q3
1 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 7, 2026Borst George EDirectorM5,000$16.97$84.8K
May 7, 2026Borst George EDirectorM5,000$0.00$0.00

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Historical analyst distribution (last covering-analyst action Jan 2026): 77% buy across 13 analysts — 4 strong buy, 6 buy, 3 hold, 0 sell, 0 strong sell. No current recommendation available.

Analyst Price Targets

Historical data — last covering-analyst action Jan 2026. No current recommendation available.
$35.29 mean target (Jan 2026)
$33.00 Low $39.00 High
MetricValue
Current Price$33.04
Target Low$33.00
Target Mean$35.29
Target Median$35.00
Target High$39.00
# Analysts7
Recommendation— (no recent coverage)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Next Q
2026-09-30
$0.08 $0.04 $0.13 310.1% -33.7% 2↑ 2↓ $0.6B 2.0% 9
Current Q
2026-06-30
$0.83 $0.71 $1.04 69.8% +10.7% 3↑ 3↓ $0.7B 4.0% 9
Current FY
2026-09-30
$0.72 $0.60 $0.86 18.7% -3.8% 3↑ 4↓ $2.3B -1.3% 9
Next FY
2027-09-30
$1.62 $0.95 $2.05 123.8% -3.0% 4↑ 3↓ $2.4B 5.0% 8

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.832
7d ago$0.751+0.081
30d ago$0.751+0.081
60d ago$0.751+0.081
90d ago$0.640+0.192
8 analyst firms have rated this stock: 4 upgrades, 3 downgrades, 4 initiations.

Historical Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jan 30, 2026 B. Riley Securities REITERATE Buy Buy
Dec 23, 2025 Loop Capital INITIATE Buy
Oct 15, 2025 Truist Securities MAINTAIN Buy Buy
Jun 16, 2025 Citigroup MAINTAIN Buy Buy
Apr 17, 2025 Citigroup MAINTAIN Buy Buy
Apr 14, 2025 Truist Securities MAINTAIN Buy Buy
Jan 24, 2025 Benchmark REITERATE Buy Buy
Jan 22, 2025 DA Davidson MAINTAIN Buy Buy
Oct 15, 2024 Benchmark INITIATE Buy
Sep 9, 2024 Citigroup UPGRADE Neutral Buy
Jul 29, 2024 DA Davidson MAINTAIN Buy Buy
Jul 26, 2024 Truist Securities MAINTAIN Buy Buy
Jul 24, 2024 DA Davidson MAINTAIN Buy Buy
Jul 12, 2024 Stifel MAINTAIN Buy Buy
Jul 10, 2024 B. Riley Securities MAINTAIN Buy Buy
Apr 26, 2024 Truist Securities MAINTAIN Buy Buy
Apr 26, 2024 Stifel MAINTAIN Buy Buy
Mar 15, 2024 DA Davidson MAINTAIN Buy Buy
Jan 9, 2024 Truist Securities MAINTAIN Buy Buy
Oct 24, 2023 Stifel MAINTAIN Buy Buy
Oct 23, 2023 B. Riley Securities UPGRADE Neutral Buy
Oct 17, 2023 Truist Securities MAINTAIN Buy Buy
Jul 28, 2023 Truist Securities MAINTAIN Buy Buy
Jul 28, 2023 B. Riley Securities DOWNGRADE Buy Neutral
Jul 18, 2023 Raymond James DOWNGRADE Outperform Market Perform
Jul 14, 2023 Truist Securities MAINTAIN Buy Buy
May 1, 2023 DA Davidson MAINTAIN Buy
Apr 28, 2023 B. Riley Securities MAINTAIN Buy
Apr 28, 2023 Truist Securities MAINTAIN Buy
Apr 28, 2023 Raymond James MAINTAIN Outperform
Feb 21, 2023 B. Riley Securities UPGRADE Neutral Buy
Jan 30, 2023 DA Davidson MAINTAIN Buy
Jan 27, 2023 Citigroup MAINTAIN Neutral
Jan 27, 2023 B. Riley Securities MAINTAIN Neutral
Jan 27, 2023 Raymond James MAINTAIN Outperform
Dec 15, 2022 Stifel INITIATE Buy
Oct 28, 2022 Raymond James MAINTAIN Outperform
Oct 25, 2022 B. Riley Securities MAINTAIN Neutral
Oct 5, 2022 Truist Securities MAINTAIN Buy
Jul 29, 2022 Raymond James MAINTAIN Outperform
Jul 29, 2022 Citigroup MAINTAIN Neutral
Jun 21, 2022 B. Riley Securities DOWNGRADE Buy Neutral
Apr 29, 2022 Raymond James MAINTAIN Outperform
Apr 26, 2022 DA Davidson INITIATE Buy
Apr 19, 2022 Citigroup MAINTAIN Neutral
Jan 28, 2022 Raymond James MAINTAIN Outperform
Oct 27, 2021 Raymond James MAINTAIN Outperform
Oct 14, 2021 Raymond James MAINTAIN Outperform
Jul 23, 2021 Raymond James MAINTAIN Outperform
Jun 21, 2021 B. Riley Securities UPGRADE Neutral Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20264630077%
May 1, 20264630077%
Apr 1, 20264630077%
Mar 1, 20264630077%
Feb 1, 20264630077%
Jan 1, 20264630077%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Apr 23, 2026
earnings_calendar
HZO Q2 2026 Earnings Scheduled — 2026-04-23