AZO

AUTOZONE INC

NYSE · Retail-Auto & Home Supply Stores · Inc. NV · CIK 0000866787
$3,419.36 +2.15% $55.2B
High Impact Filing (8/10)3 New Institutional PositionsCongressional Activity (1)
Vol
Market Cap$55.2B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (78%)
Inst. Holders10 funds
Inst. Value$10.9B
Inst. Activity3 buys / 0 sells
Insider Activity0B / 2S
Insider Net $-$1.2M
Reddit Sentiment67° Warm
SEC Reports1
Press Releases1
Congressional2 trades
Exchange NYSE·Sector Retail-Auto & Home Supply Stores·Inc. NV·CIK 0000866787·Prev Close $3,347.28

Recent Activity

May 26, 2026 earnings_calendar
AZO Q3 2026 Earnings Scheduled — 2026-05-26
Apr 10, 2026 Insider
GRAVES EARL G JR sold 50 shares
Director @ $3,478.72 ($173.9K)
Mar 31, 2026 Insider
Daniele Philip B. sold 10 shares
President & CEO @ $3,377.78 ($33.8K)
Mar 31, 2026 Insider
JACKSON JAMERE sold 1 shares
CFO @ $3,377.78 ($3.4K)
Mar 3, 2026 Press
AutoZone reported Q2 fiscal 2026 net sales of $4.3 billion, up 8.1% year-over-year, driven by strong domestic same-store
Impact 6/10
Feb 28, 2026 SEC
Three major institutions — Norges Bank, Wells Fargo, and Two Sigma — collectively added $1.09 billion in new positions i
INST-CLUSTER — Impact 8/10
Inst.
NORGES BANK — NEW
276,929 shares ($939.2M)
Inst.
WELLS FARGO & COMPANY/MN — ADD
47,170 shares ($160.0M)

Price Targets

$4,204.74 +23.0% upside Strong Buy
Current $3,419.36 Low $3,000.00 Median $4,300.00 High $4,800.00 23 analysts
$3,000.00 $4,800.00

Analyst Ratings

Buy78% buy · 32 analysts
9Strong Buy
16Buy
7Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Mar 16, 2026 TD Cowen MAINTAIN Buy → Buy
Mar 10, 2026 Oppenheimer REITERATE Outperform → Outperform
Mar 9, 2026 Argus Research UPGRADE Hold → Buy
Mar 5, 2026 Mizuho MAINTAIN Neutral → Neutral
Mar 4, 2026 Citigroup MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $36.08 $34.92 — $38.05 2% YoY 22
Next Q $54.17 $45.29 — $57.85 11% YoY 22
Current FY $148.79 $141.58 — $154.18 3% YoY 24
Next FY $175.02 $157.75 — $186.00 18% YoY 24

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$6.1B
MORGAN STANLEY$1.7BDOUBLED
FMR LLC$940.3M
NORGES BANK$939.2MNEW
BANK OF AMERICA CORP$431.6M

Recent Insider Trades

DateInsiderTypeValue
Apr 10, 2026GRAVES EARLSELL$173.9K
Mar 31, 2026Daniele PhilipA$33.8K
Mar 31, 2026JACKSON JAMEREA$3.4K
Mar 31, 2026Borninkhof K.A$10.1K
Mar 31, 2026Jaycox KennethA$3.4K

Reddit Sentiment

67°
Warm
Bearish Neutral Bullish
2 mentions 2 bullish 0 bearish

Congressional Trades

2 members: 1 buys, 1 sells
MemberPartyTypeAmount
Markwayne MullinRSELL$50,001 - $100,000
Gilbert CisnerosDBUY$1,001 - $15,000
10 institutional holders with $10.9B total value (3,200,771 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, FMR. Net buying activity: 3 institutions added/increased vs 0 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC1,795,931$6.1B56.1%
2MORGAN STANLEY492,794$1.7B15.4%DOUBLED +108.3%
3FMR LLC277,242$940.3M8.7%
4NORGES BANK276,929$939.2M8.7%NEW
5BANK OF AMERICA CORP /DE/127,265$431.6M4.0%
6CHARLES SCHWAB INVESTMENT MANAGEMENT INC117,338$398.0M3.7%NEW
7WELLS FARGO & COMPANY/MN47,170$160.0M1.5%ADD +72.8%
8TWO SIGMA INVESTMENTS, LP33,068$112.2M1.0%DOUBLED +3270.8%
9RENAISSANCE TECHNOLOGIES LLC27,440$93.1M0.9%DOUBLED +163.0%
10Tweedy, Browne Co LLC5,594$19.0M0.2%TRIM -30.2%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW276,929$939.2M2025-Q4
WELLS FARGO & COMPANY/MNADD27,30447,170+72.8%$160.0M2025-Q4
TWO SIGMA INVESTMENTS, LPDOUBLED98133,068+3270.8%$112.2M2025-Q4
RENAISSANCE TECHNOLOGIES LLCDOUBLED8,51722,400+163.0%$96.1M2025-Q3
TWO SIGMA INVESTMENTS, LPADD581981+68.8%$4.2M2025-Q3
NORGES BANKEXIT264,3160-100.0%$0.002025-Q3
NORGES BANKNEW264,316$981.2M2025-Q2
RENAISSANCE TECHNOLOGIES LLCNEW8,517$31.6M2025-Q2
TWO SIGMA INVESTMENTS, LPTRIM1,110581-47.7%$2.2M2025-Q2
Fund 1 Investments, LLCEXIT350-100.0%$0.002025-Q2
CITADEL ADVISORS LLCTRIM132,32694,818-28.3%$361.5M2025-Q1
TWO SIGMA INVESTMENTS, LPTRIM3,3901,110-67.3%$4.2M2025-Q1
Fund 1 Investments, LLCNEW35$133.4K2025-Q1
NORGES BANKEXIT260,6360-100.0%$0.002025-Q1
RENAISSANCE TECHNOLOGIES LLCEXIT49,2000-100.0%$0.002025-Q1
UBS Group AGDOUBLED39,43979,720+102.1%$255.3M2024-Q4
Tweedy, Browne Co LLCTRIM11,0247,696-30.2%$24.6M2024-Q4
MORGAN STANLEYDOUBLED220,402459,193+108.3%$1.4B2024-Q3
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW104,665$329.7M2024-Q3
8 unique insiders with 2 transactions. Net insider value: -$1.2M ($0.00 bought, $1.2M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Apr 10, 2026GRAVES EARL G JRDirectorSELL50$3,478.72$173.9K
Mar 31, 2026Daniele Philip B.President & CEOA10$3,377.78$33.8K
Mar 31, 2026JACKSON JAMERECFOA1$3,377.78$3.4K
Mar 31, 2026Borninkhof K. MichelleSenior Vice President & CIOA3$3,377.78$10.1K
Mar 31, 2026Jaycox Kenneth ESVP CommercialA1$3,377.78$3.4K
Mar 31, 2026Murphy John ScottVice President, ControllerA4$3,377.78$13.5K
Mar 31, 2026BEDSOLE JENNA M.Sr. Vice PresidentA4$3,377.78$13.5K
Dec 31, 2024MRKONIC GEORGE R JRSELL336.03$3,202.00$1.1M
1 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 0 neutral. Avg impact: 8.0/10.
Current analyst consensus: Buy (78% buy). Based on 32 analysts: 9 strong buy, 16 buy, 7 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$4,204.74 mean target +23.0% upside Strong Buy (1.58)
$3,000.00 Low $4,800.00 High
MetricValue
Current Price$3,419.36
Target Low$3,000.00
Target Mean$4,204.74
Target Median$4,300.00
Target High$4,800.00
# Analysts23
RecommendationStrong Buy (1.58)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-05-31
$36.08 $34.92 $38.05 2.0% +0.3% 3↑ 0↓ $4.9B 8.8% 22
Next Q
2026-08-31
$54.17 $45.29 $57.85 11.2% +0.2% 13↑ 6↓ $6.8B 8.2% 22
Current FY
2026-08-31
$148.79 $141.58 $154.18 2.7% +0.2% 3↑ 0↓ $20.5B 8.5% 24
Next FY
2027-08-31
$175.02 $157.75 $186.00 17.6% +0.3% 3↑ 0↓ $22.1B 7.4% 24

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$36.076
7d ago$0.000+36.076
30d ago$35.965+0.111
60d ago$36.001+0.075
90d ago$35.908+0.168
18 analyst firms have rated this stock: 1 upgrades, 2 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Mar 16, 2026 TD Cowen MAINTAIN Buy Buy
Mar 10, 2026 Oppenheimer REITERATE Outperform Outperform
Mar 9, 2026 Argus Research UPGRADE Hold Buy
Mar 5, 2026 Mizuho MAINTAIN Neutral Neutral
Mar 4, 2026 Citigroup MAINTAIN Buy Buy
Mar 4, 2026 BMO Capital MAINTAIN Outperform Outperform
Mar 4, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Mar 4, 2026 Morgan Stanley MAINTAIN Overweight Overweight
Feb 27, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Feb 26, 2026 JP Morgan MAINTAIN Overweight Overweight
Jan 15, 2026 Morgan Stanley MAINTAIN Overweight Overweight
Jan 8, 2026 Barclays MAINTAIN Overweight Overweight
Jan 5, 2026 Mizuho DOWNGRADE Outperform Neutral
Dec 18, 2025 JP Morgan MAINTAIN Overweight Overweight
Dec 16, 2025 Wolfe Research DOWNGRADE Outperform Peer Perform
Dec 11, 2025 Citigroup MAINTAIN Buy Buy
Dec 10, 2025 Wells Fargo MAINTAIN Overweight Overweight
Dec 10, 2025 Truist Securities MAINTAIN Buy Buy
Dec 10, 2025 Roth Capital REITERATE Buy Buy
Dec 10, 2025 UBS MAINTAIN Buy Buy
Dec 10, 2025 DA Davidson MAINTAIN Buy Buy
Dec 10, 2025 Barclays MAINTAIN Overweight Overweight
Dec 10, 2025 Mizuho MAINTAIN Outperform Outperform
Dec 10, 2025 Guggenheim MAINTAIN Buy Buy
Dec 10, 2025 BMO Capital MAINTAIN Outperform Outperform
Dec 4, 2025 Baird INITIATE Outperform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
May 1, 202691670078%
Apr 1, 202691670078%
Mar 1, 202681870079%
Feb 1, 202691860082%
Jan 1, 202691950085%
Strong BuyBuyHoldSellStrong Sell
2 members of Congress traded this stock: 1 buys, 1 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Feb 25, 2026Markwayne MullinRSENATESELL$50,001 - $100,000AutoZone IncMar 10, 2026 (14d)
Jan 30, 2026Gilbert CisnerosDHOUSEBUY$1,001 - $15,000AutoZone IncFeb 16, 2026 (18d)
67°
Warm
Bearish Neutral Bullish
2 mentions 2 bullish 0 bearish 2 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Mar 28, 2026160° Warm101
Mar 28, 2026160° Warm101

Recent Reddit Threads

r/stocks Bullish 1mo ago
Quality Companies at 52 Week Lows
▲ 1 💬 0 ⚡ 0.5
May 26, 2026
earnings_calendar
AZO Q3 2026 Earnings Scheduled — 2026-05-26
Apr 27, 2026
dark_pool
Dark Pool: AZO — 0.2M shares, 26,998 trades
Week starting 2026-04-27. Total ATS volume: 183,693 shares across 26,998 trades.
Apr 20, 2026
dark_pool
Dark Pool: AZO — 0.1M shares, 21,467 trades
Week starting 2026-04-20. Total ATS volume: 133,945 shares across 21,467 trades.
Apr 14, 2026
earnings
AutoZone to Release Third Quarter Fiscal 2026 Earnings May 26, 2026
<p align="start">MEMPHIS, Tenn., April 14, 2026 (GLOBE NEWSWIRE) -- AutoZone, Inc. (NYSE: AZO), a leading retailer and distributor of automotive rep
Apr 13, 2026
dark_pool
Dark Pool: AZO — 0.1M shares, 21,082 trades
Week starting 2026-04-13. Total ATS volume: 134,184 shares across 21,082 trades.
Apr 6, 2026
dark_pool
Dark Pool: AZO — 0.1M shares, 18,776 trades
Week starting 2026-04-06. Total ATS volume: 103,032 shares across 18,776 trades.
Mar 30, 2026
dark_pool
Dark Pool: AZO — 0.1M shares, 14,660 trades
Week starting 2026-03-30. Total ATS volume: 94,369 shares across 14,660 trades.
Mar 23, 2026
dark_pool
Dark Pool: AZO — 0.1M shares, 21,439 trades
Week starting 2026-03-23. Total ATS volume: 143,548 shares across 21,439 trades.
Mar 17, 2026
short_interest
FTD: AZO — 5,043 shares ($17.6M) failed to deliver
Settlement: 20260317, Price: $3488.88, FTD Value: $17,594,421.84, AUTOZONE INC
Mar 16, 2026
dark_pool
Dark Pool: AZO — 0.2M shares, 26,190 trades
Week starting 2026-03-16. Total ATS volume: 158,548 shares across 26,190 trades.
Mar 9, 2026
dark_pool
Dark Pool: AZO — 0.1M shares, 23,595 trades
Week starting 2026-03-09. Total ATS volume: 145,451 shares across 23,595 trades.
Mar 3, 2026
earnings
AutoZone 2nd Quarter Total Company Same Store Sales Increase 3.3%; Domestic Same Store Sales Increase 3.4%; EPS of $27.63
<p align="left">MEMPHIS, Tenn., March 03, 2026 (GLOBE NEWSWIRE) -- AutoZone, Inc. (NYSE: AZO) today reported net sales of $4.3 billion for its secon
Mar 3, 2026
earnings_calendar
AZO Q2 2026 Earnings Scheduled — 2026-03-03
Mar 2, 2026
dark_pool
Dark Pool: AZO — 0.3M shares, 35,700 trades
Week starting 2026-03-02. Total ATS volume: 270,236 shares across 35,700 trades.
Feb 23, 2026
dark_pool
Dark Pool: AZO — 0.1M shares, 17,813 trades
Week starting 2026-02-23. Total ATS volume: 142,785 shares across 17,813 trades.