KMX

CARMAX INC

NYSE · Retail-Auto Dealers & Gasoline Stations · Inc. VA · CIK 0001170010
$51.26 -0.60% $7.3B
High Impact Filing (8/10)27 New Institutional Positions23 Institutional Exits
Vol
Market Cap$7.3B
Cap SizeMid Cap
Analyst ConsensusSell (7%)
Inst. Holders50 funds
Inst. Value$4.0B
Inst. Activity27 buys / 23 sells
Reddit Sentiment50° Neutral
SEC Reports4
Press Releases1
Exchange NYSE·Sector Retail-Auto Dealers & Gasoline Stations·Inc. VA·CIK 0001170010·Prev Close $51.57

Recent Activity

Jun 17, 2026 earnings_calendar
KMX Q1 2027 Earnings Scheduled — 2026-06-17
May 12, 2026 SEC
CarMax announced the planned addition of Robert O'Shaughnessy to its Board of Directors, subject to shareholder approval
8-K — Impact 2/10
May 1, 2026 Insider
Mayor-Mora Enrique N surrendered for taxes 1,015 shares
EVP & CFO @ $38.53 ($39.1K)
May 1, 2026 Insider
Cafritz Diane L surrendered for taxes 1,015 shares
EVP, Chief Innov & People Off @ $38.53 ($39.1K)
May 1, 2026 Insider
Stuckey John M III surrendered for taxes 357 shares
SVP, Gen Counsel & Secretary @ $38.53 ($13.8K)
Apr 14, 2026 SEC
CarMax reported a net loss of $0.85 per share in Q4 FY26, missing consensus by $0.51, driven by a $141.3M goodwill impai
8-K — Impact 8/10
Mar 17, 2026 SEC
CarMax filed a DEFA14A proxy statement, which includes a letter from new CEO Keith Barr outlining his vision for the com
DEFA14A — Impact 5/10
Inst.
Starboard Value LP — NEW
6,201,362 shares ($257.9M)

Price Targets

$42.69 -16.7% upside Strong Sell
Current $51.26 Low $19.00 Median $40.00 High $99.00 13 analysts
$19.00 $99.00

Analyst Ratings

Strong Sell7% buy · 28 analysts
1Strong Buy
1Buy
18Hold
7Sell
1Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 12, 2026 Barclays MAINTAIN Underweight → Underweight
Jun 11, 2026 JP Morgan MAINTAIN Underweight → Underweight
May 27, 2026 UBS INITIATE Neutral
Apr 16, 2026 Barclays MAINTAIN Underweight → Underweight
Apr 15, 2026 JP Morgan MAINTAIN Underweight → Underweight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.94 ▲ +2.2% $0.76 — $1.10 -32% YoY 6
Next Q $0.65 ▲ +2.3% $0.52 — $0.73 2% YoY 6
Current FY $2.35 ▲ +1.2% $1.93 — $2.80 40% YoY 12
Next FY $2.78 ▲ +2.4% $1.88 — $3.35 18% YoY 11

Top Institutional Holders

FundValueMove
BlackRock, Inc.$717.6M
VANGUARD PORTFOLIO MANAGEMENT LLC$302.5M
VANGUARD CAPITAL MANAGEMENT LLC$265.6M
Starboard Value LP$257.9MNEW
SRS Investment Management, LLC$235.0M

Recent Insider Trades

DateInsiderTypeValue
May 1, 2026Mayor-Mora EnriqueF$39.1K
May 1, 2026Cafritz DianeF$39.1K
May 1, 2026Stuckey JohnF$13.8K
May 1, 2026Stuckey JohnA$0.00
May 1, 2026Livesay JillM$0.00

Reddit Sentiment

50°
Neutral
Bearish Neutral Bullish
2 mentions 0 bullish 0 bearish
50 institutional holders with $4.0B total value (96,878,862 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 27 institutions added/increased vs 23 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.17,257,461$717.6M17.8%
2VANGUARD PORTFOLIO MANAGEMENT LLC7,276,272$302.5M7.5%
3VANGUARD CAPITAL MANAGEMENT LLC6,386,764$265.6M6.6%
4Starboard Value LP6,201,362$257.9M6.4%NEW
5SRS Investment Management, LLC5,651,674$235.0M5.8%
6TWO SIGMA INVESTMENTS, LP5,347,097$222.3M5.5%
7STATE STREET CORP4,885,060$203.1M5.0%
8JANUS HENDERSON GROUP PLC4,580,807$190.5M4.7%
9DIMENSIONAL FUND ADVISORS LP4,275,663$177.8M4.4%
10Baird Financial Group, Inc.3,068,452$127.6M3.2%
11D. E. Shaw & Co., Inc.2,920,417$121.4M3.0%
12MORGAN STANLEY2,534,739$105.4M2.6%
13DIAMOND HILL CAPITAL MANAGEMENT INC2,470,596$102.7M2.6%TRIM -41.3%
14MANUFACTURERS LIFE INSURANCE COMPANY, THE2,398,257$99.7M2.5%
15BANK OF AMERICA CORP /DE/1,687,359$70.2M1.7%ADD +61.7%
16GOLDMAN SACHS GROUP INC1,601,522$66.6M1.7%
17CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,434,590$59.7M1.5%
18RENAISSANCE TECHNOLOGIES LLC1,245,000$51.8M1.3%
19Invesco Ltd.1,052,539$43.8M1.1%
20Gotham Asset Management, LLC984,504$40.9M1.0%DOUBLED +130.9%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Starboard Value LPNEW6,201,362$257.9M2026-Q1
DIAMOND HILL CAPITAL MANAGEMENT INCTRIM4,210,0382,470,596-41.3%$102.7M2026-Q1
BANK OF AMERICA CORP /DE/ADD1,043,5251,687,359+61.7%$70.2M2026-Q1
Gotham Asset Management, LLCDOUBLED426,342984,504+130.9%$40.9M2026-Q1
ENVESTNET ASSET MANAGEMENT INCTRIM1,344,105917,829-31.7%$38.2M2026-Q1
Holocene Advisors, LPNEW826,142$34.4M2026-Q1
Woodline Partners LPDOUBLED66,386765,226+1052.7%$31.8M2026-Q1
FMR LLCTRIM679,345463,191-31.8%$19.3M2026-Q1
Mariner, LLCDOUBLED152,967356,675+133.2%$14.8M2026-Q1
Cerity Partners LLCADD249,274346,759+39.1%$14.4M2026-Q1
FIRST TRUST ADVISORS LPADD194,272331,434+70.6%$13.8M2026-Q1
MARSHALL WACE, LLPDOUBLED57,434319,573+456.4%$13.3M2026-Q1
CWM, LLCDOUBLED130,757276,560+111.5%$11.5M2026-Q1
ASSETMARK, INCTRIM513,404187,167-63.5%$7.8M2026-Q1
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEMTRIM249,568185,513-25.7%$7.7M2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCDOUBLED88,001185,243+110.5%$7.1M2026-Q1
PRUDENTIAL FINANCIAL INCTRIM217,006129,204-40.5%$5.4M2026-Q1
HSBC HOLDINGS PLCDOUBLED26,848116,809+335.1%$4.8M2026-Q1
Connor, Clark & Lunn Investment Management Ltd.TRIM309,117107,704-65.2%$4.5M2026-Q1
STIFEL FINANCIAL CORPTRIM136,72691,664-33.0%$3.8M2026-Q1
CAPTRUST FINANCIAL ADVISORSADD34,39365,672+90.9%$2.7M2026-Q1
FRANKLIN RESOURCES INCDOUBLED10,89852,550+382.2%$2.2M2026-Q1
TUDOR INVESTMENT CORP ET ALNEAR_EXIT708,47946,531-93.4%$1.9M2026-Q1
LMR Partners LLPDOUBLED9,80142,000+328.5%$1.7M2026-Q1
FIFTH THIRD BANCORPDOUBLED3,22941,876+1196.9%$1.7M2026-Q1
9 unique insiders with 23 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 1, 2026Mayor-Mora Enrique NEVP & CFOTAX W/H1,015$38.53$39.1K
May 1, 2026Cafritz Diane LEVP, Chief Innov & People OffTAX W/H1,015$38.53$39.1K
May 1, 2026Stuckey John M IIISVP, Gen Counsel & SecretaryTAX W/H357$38.53$13.8K
May 1, 2026Stuckey John M IIISVP, Gen Counsel & SecretaryAWARD10,075
May 1, 2026Livesay Jill AVP, Controller & PAOEXERCISE1,799
May 1, 2026Wilson Charles JosephEVP and COOTAX W/H1,015$38.53$39.1K
May 1, 2026Livesay Jill AVP, Controller & PAOEXERCISE1,059
May 1, 2026Cafritz Diane LEVP, Chief Innov & People OffAWARD22,898
May 1, 2026Livesay Jill AVP, Controller & PAOTAX W/H319$38.53$12.3K
May 1, 2026Wilson Charles JosephEVP and COOAWARD22,898
May 1, 2026Livesay Jill AVP, Controller & PAOAWARD5,667
May 1, 2026Barr KeithPresident and CEOAWARD64,114
May 1, 2026Shamim MohammadEVP and CITOAWARD16,944
May 1, 2026Shamim MohammadEVP and CITOTAX W/H1,015$38.53$39.1K
May 1, 2026Mayor-Mora Enrique NEVP & CFOAWARD22,898
May 1, 2026Stuckey John M IIISVP, Gen Counsel & SecretaryEXERCISE1,183
May 1, 2026Stuckey John M IIISVP, Gen Counsel & SecretaryEXERCISE2,009
Mar 22, 2026Tuite TylerSVP & Chief Product OfficerEXERCISE986
Mar 22, 2026Tuite TylerSVP & Chief Product OfficerEXERCISE611
Mar 16, 2026McCreight David W.DirectorTAX W/H11,423$41.71$476.5K
Mar 16, 2026Barr KeithPresident and CEOAWARD54,025
Mar 16, 2026Barr KeithPresident and CEOAWARD23,975
Mar 16, 2026McCreight David W.DirectorEXERCISE30,558$41.71$1.3M
Current analyst consensus: Strong Sell (7% buy). Based on 28 analysts: 1 strong buy, 1 buy, 18 hold, 7 sell, 1 strong sell.

Analyst Price Targets

$42.69 mean target -16.7% upside Strong Sell (3.00)
$19.00 Low $99.00 High
MetricValue
Current Price$51.26
Target Low$19.00
Target Mean$42.69
Target Median$40.00
Target High$99.00
# Analysts13
RecommendationStrong Sell (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-05-31
$0.94 $0.76 $1.10 -31.6% +2.2% 1↑ 3↓ $7.4B -1.7% 6
Next Q
2026-08-31
$0.65 $0.52 $0.73 1.6% +2.3% 2↑ 2↓ $6.7B 1.8% 6
Current FY
2027-02-28
$2.35 $1.93 $2.80 39.9% +1.2% 0↑ 1↓ $26.1B 0.7% 12
Next FY
2028-02-29
$2.78 $1.88 $3.35 18.4% +2.4% 1↑ 0↓ $26.6B 2.2% 11

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.944
7d ago$0.944
30d ago$0.924+0.020
60d ago$1.046-0.102
90d ago$1.074-0.130
11 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 12, 2026 Barclays MAINTAIN Underweight Underweight
Jun 11, 2026 JP Morgan MAINTAIN Underweight Underweight
May 27, 2026 UBS INITIATE Neutral
Apr 16, 2026 Barclays MAINTAIN Underweight Underweight
Apr 15, 2026 JP Morgan MAINTAIN Underweight Underweight
Apr 10, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
Apr 7, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
Apr 2, 2026 Stephens & Co. MAINTAIN Equal-Weight Equal-Weight
Mar 17, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
Feb 18, 2026 Baird MAINTAIN Outperform Outperform
Feb 10, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
Feb 3, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
Jan 21, 2026 Barclays MAINTAIN Underweight Underweight
Dec 19, 2025 Barclays MAINTAIN Underweight Underweight
Dec 19, 2025 Truist Securities MAINTAIN Hold Hold
Dec 19, 2025 B of A Securities MAINTAIN Underperform Underperform
Dec 19, 2025 JP Morgan MAINTAIN Underweight Underweight
Dec 19, 2025 RBC Capital MAINTAIN Sector Perform Sector Perform
Dec 19, 2025 Stephens & Co. MAINTAIN Equal-Weight Equal-Weight
Dec 19, 2025 Wedbush MAINTAIN Neutral Neutral
Dec 19, 2025 Mizuho MAINTAIN Neutral Neutral

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20261118717%
May 1, 20261117717%
Apr 1, 20261117618%
Mar 1, 20261117717%
Feb 1, 20261117717%
Jan 1, 20261117717%
Strong BuyBuyHoldSellStrong Sell

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

50°
Neutral
Bearish Neutral Bullish
2 mentions 0 bullish 0 bearish 2 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 12, 2026150° Neutral001
Jun 12, 2026150° Neutral001

Recent Reddit Threads

r/wallstreetbets Neutral 1d 3h ago
SNDK YOLO & Performance Chart
▲ 1 💬 0 ⚡ 0.5
Jun 17, 2026
earnings_calendar
KMX Q1 2027 Earnings Scheduled — 2026-06-17
Jun 12, 2026
short_volume
Short Volume: KMX — 57.7% short (0.8M / 1.3M)
Short: 762,986 | Exempt: 610 | TRF Vol: 1,322,363 | Short Ratio: 57.7% | Off-exchange volume (dark pool + OTC)
Jun 11, 2026
short_volume
Short Volume: KMX — 58.2% short (1.0M / 1.7M)
Short: 971,032 | Exempt: 279 | TRF Vol: 1,668,173 | Short Ratio: 58.2% | Off-exchange volume (dark pool + OTC)
Jun 10, 2026
short_volume
Short Volume: KMX — 71.7% short (1.0M / 1.4M)
Short: 995,978 | Exempt: 0 | TRF Vol: 1,390,052 | Short Ratio: 71.7% | Off-exchange volume (dark pool + OTC)
Jun 9, 2026
short_volume
Short Volume: KMX — 59.3% short (0.5M / 0.9M)
Short: 531,002 | Exempt: 204 | TRF Vol: 895,437 | Short Ratio: 59.3% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: KMX — 3.7M shares, 63,184 trades
Week starting 2026-05-18. Total ATS volume: 3,736,292 shares across 63,184 trades.
May 13, 2026
short_volume
Short Volume: KMX — 63.7% short (0.7M / 1.1M)
Short: 683,682 | Exempt: 240 | TRF Vol: 1,073,026 | Short Ratio: 63.7% | Off-exchange volume (dark pool + OTC)
May 12, 2026
short_volume
Short Volume: KMX — 60.0% short (0.7M / 1.2M)
Short: 746,403 | Exempt: 28 | TRF Vol: 1,244,903 | Short Ratio: 60.0% | Off-exchange volume (dark pool + OTC)
May 11, 2026
dark_pool
Dark Pool: KMX — 3.7M shares, 71,388 trades
Week starting 2026-05-11. Total ATS volume: 3,700,036 shares across 71,388 trades.
May 6, 2026
short_volume
Short Volume: KMX — 55.5% short (0.6M / 1.0M)
Short: 564,827 | Exempt: 2,251 | TRF Vol: 1,017,539 | Short Ratio: 55.5% | Off-exchange volume (dark pool + OTC)
May 4, 2026
short_volume
Short Volume: KMX — 66.7% short (0.8M / 1.2M)
Short: 806,934 | Exempt: 237 | TRF Vol: 1,209,136 | Short Ratio: 66.7% | Off-exchange volume (dark pool + OTC)
May 4, 2026
dark_pool
Dark Pool: KMX — 3.3M shares, 61,857 trades
Week starting 2026-05-04. Total ATS volume: 3,281,231 shares across 61,857 trades.
May 1, 2026
short_volume
Short Volume: KMX — 71.7% short (0.7M / 1.0M)
Short: 700,983 | Exempt: 0 | TRF Vol: 977,800 | Short Ratio: 71.7% | Off-exchange volume (dark pool + OTC)
Apr 30, 2026
short_volume
Short Volume: KMX — 62.6% short (0.5M / 0.9M)
Short: 549,050 | Exempt: 0 | TRF Vol: 876,463 | Short Ratio: 62.6% | Off-exchange volume (dark pool + OTC)
Apr 29, 2026
short_volume
Short Volume: KMX — 59.0% short (0.3M / 0.6M)
Short: 346,825 | Exempt: 0 | TRF Vol: 588,304 | Short Ratio: 59.0% | Off-exchange volume (dark pool + OTC)