KMX

CARMAX INC

NYSE · Retail-Auto Dealers & Gasoline Stations · Inc. VA · CIK 0001170010
$48.01 +1.07% $6.7B
High Impact Filing (8/10)4 New Institutional Positions
Vol
Market Cap$6.7B
Cap SizeMid Cap
Analyst ConsensusSell (7%)
Inst. Holders11 funds
Inst. Value$1.1B
Inst. Activity4 buys / 2 sells
SEC Reports4
Press Releases1
Exchange NYSE·Sector Retail-Auto Dealers & Gasoline Stations·Inc. VA·CIK 0001170010·Prev Close $47.50

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 sold 1,015 shares
EVP & CFO @ $38.53 ($39.1K)
May 1, 2026 Insider
Cafritz Diane L sold 1,015 shares
EVP, Chief Innov & People Off @ $38.53 ($39.1K)
May 1, 2026 Insider
Stuckey John M III sold 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.
NORGES BANK — NEW
4,120,921 shares ($159.2M)

Price Targets

$42.15 -12.2% upside Sell
Current $48.01 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
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

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
VANGUARD GROUP INC$582.6M
NORGES BANK$159.2MNEW
TWO SIGMA INVESTMENTS, LP$115.1MDOUBLED
MORGAN STANLEY$88.9M
CHARLES SCHWAB INVESTMENT MANAGEMENT$52.0MNEW

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
11 institutional holders with $1.1B total value (29,607,401 shares) as of 2025-Q4. Top holders: VANGUARD, NORGES, TWO. Net buying activity: 4 institutions added/increased vs 2 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC15,076,900$582.6M50.9%
2NORGES BANK4,120,921$159.2M13.9%NEW
3TWO SIGMA INVESTMENTS, LP2,980,026$115.1M10.1%DOUBLED +292.0%
4MORGAN STANLEY2,300,103$88.9M7.8%
5CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,346,719$52.0M4.5%NEW
6RENAISSANCE TECHNOLOGIES LLC1,149,000$44.4M3.9%DOUBLED +1467.5%
7BANK OF AMERICA CORP /DE/1,043,525$40.3M3.5%TRIM -39.5%
8FMR LLC679,345$26.2M2.3%DOUBLED +215.9%
9ARIEL INVESTMENTS, LLC563,483$21.8M1.9%
10WELLS FARGO & COMPANY/MN236,291$9.1M0.8%TRIM -38.0%
11Hillman Capital Management, Inc.111,088$4.3M0.4%TRIM -26.1%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW4,120,921$159.2M2025-Q4
TWO SIGMA INVESTMENTS, LPDOUBLED760,2412,980,026+292.0%$115.1M2025-Q4
RENAISSANCE TECHNOLOGIES LLCDOUBLED73,3001,149,000+1467.5%$44.4M2025-Q4
BANK OF AMERICA CORP /DE/TRIM1,726,1421,043,525-39.5%$40.3M2025-Q4
FMR LLCDOUBLED215,083679,345+215.9%$26.2M2025-Q4
WELLS FARGO & COMPANY/MNTRIM380,978236,291-38.0%$9.1M2025-Q4
FMR LLCADD156,880215,083+37.1%$9.7M2025-Q3
RENAISSANCE TECHNOLOGIES LLCNEAR_EXIT554,80073,300-86.8%$3.3M2025-Q3
NORGES BANKEXIT3,096,9190-100.0%$0.002025-Q3
NORGES BANKNEW3,096,919$208.1M2025-Q2
UBS Group AGTRIM3,043,8522,227,671-26.8%$149.7M2025-Q2
RENAISSANCE TECHNOLOGIES LLCDOUBLED67,500554,800+721.9%$37.3M2025-Q2
FMR LLCTRIM615,115156,880-74.5%$10.5M2025-Q2
UBS Group AGADD2,193,4683,043,852+38.8%$237.2M2025-Q1
TWO SIGMA INVESTMENTS, LPADD490,564632,625+29.0%$49.3M2025-Q1
FMR LLCDOUBLED78,140615,115+687.2%$47.9M2025-Q1
Hillman Capital Management, Inc.TRIM113,86984,101-26.1%$6.6M2025-Q1
RENAISSANCE TECHNOLOGIES LLCNEAR_EXIT695,90067,500-90.3%$5.3M2025-Q1
NORGES BANKEXIT5,175,9620-100.0%$0.002025-Q1
NORGES BANKADD3,973,9965,175,962+30.2%$423.2M2024-Q4
UBS Group AGDOUBLED346,7112,193,468+532.7%$179.3M2024-Q4
CITADEL ADVISORS LLCTRIM2,056,3851,108,512-46.1%$90.6M2024-Q4
RENAISSANCE TECHNOLOGIES LLCDOUBLED333,600695,900+108.6%$56.9M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW1,479,340$114.5M2024-Q3
9 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 1, 2026Mayor-Mora Enrique NEVP & CFOF1,015$38.53$39.1K
May 1, 2026Cafritz Diane LEVP, Chief Innov & People OffF1,015$38.53$39.1K
May 1, 2026Stuckey John M IIISVP, Gen Counsel & SecretaryF357$38.53$13.8K
May 1, 2026Stuckey John M IIISVP, Gen Counsel & SecretaryA10,075$0.00$0.00
May 1, 2026Livesay Jill AVP, Controller & PAOM1,799$0.00$0.00
May 1, 2026Wilson Charles JosephEVP and COOF1,015$38.53$39.1K
May 1, 2026Livesay Jill AVP, Controller & PAOM1,059$0.00$0.00
May 1, 2026Cafritz Diane LEVP, Chief Innov & People OffA22,898$0.00$0.00
May 1, 2026Livesay Jill AVP, Controller & PAOF319$38.53$12.3K
May 1, 2026Wilson Charles JosephEVP and COOA22,898$0.00$0.00
May 1, 2026Livesay Jill AVP, Controller & PAOA5,667$0.00$0.00
May 1, 2026Barr KeithPresident and CEOA64,114$0.00$0.00
May 1, 2026Shamim MohammadEVP and CITOA16,944$0.00$0.00
May 1, 2026Shamim MohammadEVP and CITOF1,015$38.53$39.1K
May 1, 2026Mayor-Mora Enrique NEVP & CFOA22,898$0.00$0.00
May 1, 2026Stuckey John M IIISVP, Gen Counsel & SecretaryM1,183$0.00$0.00
May 1, 2026Stuckey John M IIISVP, Gen Counsel & SecretaryM2,009$0.00$0.00
Mar 22, 2026Tuite TylerSVP & Chief Product OfficerM986$0.00$0.00
Mar 22, 2026Tuite TylerSVP & Chief Product OfficerM611$0.00$0.00
Mar 16, 2026McCreight David W.DirectorF11,423$41.71$476.5K
Mar 16, 2026Barr KeithPresident and CEOA54,025$0.00$0.00
Mar 16, 2026McCreight David W.DirectorM30,558$0.00$0.00
Mar 16, 2026Barr KeithPresident and CEOA23,975$0.00$0.00
Mar 16, 2026McCreight David W.DirectorM30,558$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

$42.15 mean target -12.2% upside Sell (3.00)
$19.00 Low $99.00 High
MetricValue
Current Price$48.01
Target Low$19.00
Target Mean$42.15
Target Median$40.00
Target High$99.00
# Analysts13
RecommendationSell (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 -2.0% 6
Next Q
2026-08-31
$0.65 $0.52 $0.73 1.6% +2.3% 2↑ 2↓ $6.7B 1.4% 6
Current FY
2027-02-28
$2.35 $1.93 $2.80 39.9% +1.2% 0↑ 1↓ $26.0B 0.5% 12
Next FY
2028-02-29
$2.78 $1.88 $3.35 18.4% +2.4% 1↑ 0↓ $26.6B 2.3% 11

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.944
7d ago$0.944
30d ago$0.924+0.020
60d ago$1.063-0.119
90d ago$1.029-0.085
11 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
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.

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

Jun 17, 2026
earnings_calendar
KMX Q1 2027 Earnings Scheduled — 2026-06-17
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
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 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 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)
Apr 27, 2026
short_volume
Short Volume: KMX — 55.1% short (0.5M / 0.9M)
Short: 500,519 | Exempt: 772 | TRF Vol: 908,035 | Short Ratio: 55.1% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
dark_pool
Dark Pool: KMX — 3.3M shares, 63,385 trades
Week starting 2026-04-27. Total ATS volume: 3,316,280 shares across 63,385 trades.
Apr 24, 2026
short_volume
Short Volume: KMX — 56.9% short (0.6M / 1.0M)
Short: 559,779 | Exempt: 0 | TRF Vol: 983,076 | Short Ratio: 56.9% | Off-exchange volume (dark pool + OTC)