AZO

AUTOZONE INC

NYSE · Retail-Auto & Home Supply Stores · Inc. NV · CIK 0000866787
$3,116.30 +1.13% $51.3B
High Impact Filing (8/10)26 New Institutional Positions24 Institutional Exits
Vol
Market Cap$51.3B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (78%)
Inst. Holders50 funds
Inst. Value$29.0B
Inst. Activity26 buys / 24 sells
Insider Activity1B / 2S
Insider Net $-$757.0K
Reddit Sentiment67° Warm
SEC Reports2
Press Releases1
Congressional2 trades
Exchange NYSE·Sector Retail-Auto & Home Supply Stores·Inc. NV·CIK 0000866787·Prev Close $3,081.62

Recent Activity

May 29, 2026 Insider
Hannasch Brian bought 165 shares
Director @ $2,987.00 ($492.9K)
May 26, 2026 SEC
AutoZone reported Q3 FY2026 results with net sales of $4.84B (+8.4% YoY) and diluted EPS of $38.07 (+7.7% YoY). Revenue
8-K — Impact 6/10
Apr 10, 2026 Insider
GRAVES EARL G JR sold 50 shares
Director @ $3,478.72 ($173.9K)
Mar 31, 2026 Insider
Daniele Philip B. was granted 10 shares
President & CEO @ $3,377.78 ($33.8K)
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.
Capital World Investors — DOUBLED
112,777 shares ($380.9M)
Inst.
BANK OF AMERICA CORP — TRIM
87,443 shares ($295.4M)
Jun 8, 2026 short_volume
Short Volume: AZO — 60.8% short (0.4M / 0.6M)
Short: 352,365 | Exempt: 441 | TRF Vol: 579,427 | Short Ratio: 60.8% | Off-exchange volume (dark poo

Price Targets

$3,969.38 +27.4% upside Strong Buy
Current $3,116.30 Low $3,200.00 Median $3,989.50 High $4,800.00 24 analysts
$3,200.00 $4,800.00

Analyst Ratings

Buy78% buy · 32 analysts
9Strong Buy
16Buy
7Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 4, 2026 TD Cowen REITERATE Buy → Buy
May 28, 2026 Citigroup MAINTAIN Buy → Buy
May 27, 2026 Truist Securities MAINTAIN Buy → Buy
May 27, 2026 Roth Capital MAINTAIN Buy → Buy
May 27, 2026 Morgan Stanley MAINTAIN Overweight → Overweight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $54.52 $51.46 — $56.97 12% YoY 20
Next Q $38.05 $34.45 — $40.31 23% YoY 14
Current FY $151.03 $148.00 — $153.70 4% YoY 22
Next FY $175.24 $163.80 — $183.11 16% YoY 22

Top Institutional Holders

FundValueMove
BlackRock, Inc.$4.2B
VANGUARD CAPITAL MANAGEMENT LLC$3.6B
STATE STREET CORP$2.4B
VANGUARD PORTFOLIO MANAGEMENT LLC$1.8B
MORGAN STANLEY$1.5B

Recent Insider Trades

DateInsiderTypeValue
May 29, 2026Hannasch BrianBUY$492.9K
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

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
50 institutional holders with $29.0B total value (8,576,944 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 26 institutions added/increased vs 24 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.1,244,090$4.2B14.5%
2VANGUARD CAPITAL MANAGEMENT LLC1,076,724$3.6B12.6%
3STATE STREET CORP702,894$2.4B8.2%
4VANGUARD PORTFOLIO MANAGEMENT LLC545,778$1.8B6.4%
5MORGAN STANLEY446,134$1.5B5.2%
6ROYAL BANK OF CANADA325,478$1.1B3.8%
7FMR LLC285,719$965.1M3.3%
8PineStone Asset Management Inc.256,845$867.6M3.0%
9SUSQUEHANNA INTERNATIONAL GROUP, LLP206,000$695.8M2.4%
10DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main199,257$673.0M2.3%
11PARNASSUS INVESTMENTS, LLC195,650$660.9M2.3%
12ALLIANCEBERNSTEIN L.P.193,569$656.5M2.3%
13Mitsubishi UFJ Asset Management Co., Ltd.177,699$600.2M2.1%
14BARCLAYS PLC125,853$425.1M1.5%
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC119,811$404.7M1.4%
16ARROWSTREET CAPITAL, LIMITED PARTNERSHIP119,781$404.6M1.4%
17SUSQUEHANNA INTERNATIONAL GROUP, LLP114,900$388.1M1.3%
18Amundi112,781$380.9M1.3%
19Capital World Investors112,777$380.9M1.3%DOUBLED +136.3%
20Legal & General Group Plc109,592$370.2M1.3%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Capital World InvestorsDOUBLED47,736112,777+136.3%$380.9M2026-Q1
BANK OF AMERICA CORP /DE/TRIM127,26587,443-31.3%$295.4M2026-Q1
Nuveen, LLCTRIM160,34481,917-48.9%$276.7M2026-Q1
USS Investment Management LtdADD28,58546,842+63.9%$158.1M2026-Q1
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEMTRIM42,58531,315-26.5%$105.8M2026-Q1
Artisan Partners Limited PartnershipTRIM44,59230,137-32.4%$101.8M2026-Q1
Point72 Asset Management, L.P.TRIM41,20626,219-36.4%$88.6M2026-Q1
AMERIPRISE FINANCIAL INCTRIM34,02624,496-28.0%$82.7M2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbHADD16,74523,903+42.7%$80.7M2026-Q1
Rockefeller Capital Management L.P.ADD17,03022,984+35.0%$77.6M2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THETRIM45,33422,803-49.7%$77.0M2026-Q1
BRANDES INVESTMENT PARTNERS, LPADD11,41715,044+31.8%$50.8M2026-Q1
Pictet Asset Management Holding SATRIM22,48614,126-37.2%$47.7M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.DOUBLED87213,482+1446.1%$45.5M2026-Q1
Retirement Systems of AlabamaDOUBLED3,53712,981+267.0%$43.8M2026-Q1
Mitsubishi UFJ Trust & Banking CorpTRIM17,47912,477-28.6%$42.1M2026-Q1
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUNDADD8,83912,394+40.2%$41.9M2026-Q1
Korea Investment CORPADD7,19510,840+50.7%$36.6M2026-Q1
MARSHALL WACE, LLPTRIM16,4329,856-40.0%$33.3M2026-Q1
Freestone Grove Partners LPDOUBLED5918,833+1394.6%$29.8M2026-Q1
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.DOUBLED198,073+42389.5%$27.3M2026-Q1
AustralianSuper Pty LtdNEW6,716$22.7M2026-Q1
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.ADD4,8446,489+34.0%$21.9M2026-Q1
CAPTRUST FINANCIAL ADVISORSTRIM20,6276,047-70.7%$20.4M2026-Q1
FEDERATED HERMES, INC.TRIM10,7285,205-51.5%$17.6M2026-Q1
9 unique insiders with 9 transactions. Net insider value: -$757.0K ($492.9K bought, $1.2M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 29, 2026Hannasch BrianDirectorBUY165$2,987.00$492.9K
Apr 10, 2026GRAVES EARL G JRDirectorSELL50$3,478.72$173.9K
Mar 31, 2026Daniele Philip B.President & CEOAWARD10$3,377.78$33.8K
Mar 31, 2026JACKSON JAMERECFOAWARD1$3,377.78$3.4K
Mar 31, 2026Borninkhof K. MichelleSenior Vice President & CIOAWARD3$3,377.78$10.1K
Mar 31, 2026Jaycox Kenneth ESVP CommercialAWARD1$3,377.78$3.4K
Mar 31, 2026Murphy John ScottVice President, ControllerAWARD4$3,377.78$13.5K
Mar 31, 2026BEDSOLE JENNA M.Sr. Vice PresidentAWARD4$3,377.78$13.5K
Dec 31, 2024MRKONIC GEORGE R JRSELL336.03$3,202.00$1.1M
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

$3,969.38 mean target +27.4% upside Strong Buy (1.48)
$3,200.00 Low $4,800.00 High
MetricValue
Current Price$3,116.30
Target Low$3,200.00
Target Mean$3,969.38
Target Median$3,989.50
Target High$4,800.00
# Analysts24
RecommendationStrong Buy (1.48)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-08-31
$54.52 $51.46 $56.97 11.9% 8↑ 9↓ $6.7B 7.8% 20
Next Q
2026-11-30
$38.05 $34.45 $40.31 22.6% 5↑ 5↓ $5.0B 7.9% 14
Current FY
2026-08-31
$151.03 $148.00 $153.70 4.3% 20↑ 1↓ $20.5B 8.1% 22
Next FY
2027-08-31
$175.24 $163.80 $183.11 16.0% 11↑ 10↓ $22.0B 7.4% 22

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$54.523
7d ago$54.155+0.368
30d ago$0.000+54.523
60d ago$54.124+0.399
90d ago$53.552+0.971
16 analyst firms have rated this stock: 1 upgrades, 2 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 4, 2026 TD Cowen REITERATE Buy Buy
May 28, 2026 Citigroup MAINTAIN Buy Buy
May 27, 2026 Truist Securities MAINTAIN Buy Buy
May 27, 2026 Roth Capital MAINTAIN Buy Buy
May 27, 2026 Morgan Stanley MAINTAIN Overweight Overweight
May 27, 2026 DA Davidson MAINTAIN Buy Buy
May 27, 2026 JP Morgan MAINTAIN Overweight Overweight
May 27, 2026 Mizuho MAINTAIN Neutral Neutral
May 27, 2026 DA Davidson MAINTAIN Buy Buy
May 27, 2026 Guggenheim MAINTAIN Buy Buy
May 27, 2026 BMO Capital MAINTAIN Outperform Outperform
May 27, 2026 Baird MAINTAIN Neutral Neutral
May 26, 2026 DA Davidson MAINTAIN Buy Buy
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

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202691670078%
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 2mo ago
Quality Companies at 52 Week Lows
▲ 1 💬 0 ⚡ 0.5
Jun 8, 2026
short_volume
Short Volume: AZO — 60.8% short (0.4M / 0.6M)
Short: 352,365 | Exempt: 441 | TRF Vol: 579,427 | Short Ratio: 60.8% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
earnings
AutoZone Vendor Summit Recognizes Contributions of Top Suppliers
<p>MEMPHIS, Tenn., June 03, 2026 (GLOBE NEWSWIRE) -- AutoZone (NYSE: AZO) recognized 15 of its top suppliers at its annual Vendor Summit. The awards
May 26, 2026
earnings
AutoZone 3rd Quarter Total Company Same Store Sales Increase 3.9%; Domestic Same Store Sales Increase 4.1%; EPS of $38.07
<p align="left">MEMPHIS, Tenn., May 26, 2026 (GLOBE NEWSWIRE) -- AutoZone, Inc. (NYSE: AZO) today reported net sales of $4.8 billion for its third q
May 26, 2026
earnings_calendar
AZO Q3 2026 Earnings Scheduled — 2026-05-26
May 18, 2026
dark_pool
Dark Pool: AZO — 0.2M shares, 32,026 trades
Week starting 2026-05-18. Total ATS volume: 224,735 shares across 32,026 trades.
May 11, 2026
dark_pool
Dark Pool: AZO — 0.2M shares, 24,406 trades
Week starting 2026-05-11. Total ATS volume: 186,679 shares across 24,406 trades.
May 4, 2026
dark_pool
Dark Pool: AZO — 0.1M shares, 21,913 trades
Week starting 2026-05-04. Total ATS volume: 148,491 shares across 21,913 trades.
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