Monitor Copart's next quarterly filing for initial ACV revenue contribution and integration costs. The deal is expected to be EPS accretive by fiscal 2028, so near-term margin pressure from integration is possible.
Price Chart
Executive Summary
Copart completed its acquisition of ACV Auctions for $10.50 per share in cash, representing an implied equity value of approximately $1.9 billion. The deal closed via a tender offer that received 68.43% of ACV shares, followed by a merger. The acquisition creates a full-spectrum digital vehicle remarketing platform and is expected to be accretive to Copart's EPS in fiscal 2028.
Key Facts
- Acquisition completed on October 16, 2026 for $10.50 per share in cash
- 116,818,409 ACV shares tendered (68.43% of outstanding)
- Transaction funded through cash on hand, not subject to financing condition
- Expected to be accretive to Copart's EPS in fiscal 2028 and beyond
- ACV will operate as an independent subsidiary led by its existing leadership team
Financial Impact
Approximately $1.9 billion equity value acquisition, all-cash, funded from balance sheet
Risk Factors
- Integration risk combining two distinct digital platforms
- Potential near-term margin dilution from acquisition costs
- Execution risk in realizing projected synergies
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-423478 |
| Document: d129535dex991.htm | 0001193125-26-423478 |
| Document: 0001193125-26-423478-index-headers.html | 0001193125-26-423478 |
| Document: 0001193125-26-423478-index.html | 0001193125-26-423478 |
| Document: 0001193125-26-423478.txt | 0001193125-26-423478 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 22, 2026 5d ago | DEFA14A | $29.00 $29.15 | ▲ +0.52% | ▼ −0.19% | $28.92 (−0.28%) |
Oct 22, 2026 5d ago | DEF 14A | $29.00 $29.15 | ▲ +0.52% | ▼ −0.19% | $28.92 (−0.28%) |
Oct 21, 2026 6d ago | Institutional Cluster | $29.09 $29.00 | ▼ −0.31% | ▲ +0.21% | $28.92 (−0.58%) |
Oct 16, 2026 11d ago | 8-K | $27.51 $27.83 | ▲ +1.16% | ▲ +0.83% | $28.92 (+5.13%) |
Oct 16, 2026 11d ago | 8-K | $27.87 $27.51 | ▼ −1.29% | ▼ −1.71% | $28.92 (+3.77%) |
Sep 10, 2026 6w ago | 8-K | $29.95 $31.73 | ▲ +5.94% | ▲ +6.39% | $28.92 (−3.44%) |
Aug 18, 2026 10w ago | 8-K | $31.51 $33.85 | ▲ +7.43% | ▲ +7.22% | $28.92 (−8.22%) |
Jun 29, 2026 17w ago | 8-K | $28.10 $28.19 | ▲ +0.32% | ▼ −0.46% | $28.92 (+2.92%) |
May 21, 2026 22w ago | 8-K | $33.76 $33.21 | ▼ −1.63% | ▼ −2.21% | $28.92 (−14.35%) |
Feb 28, 2026 34w ago | Institutional Cluster | $38.30 $38.48 | ▲ +0.46% | ▲ +1.37% | $28.92 (−24.50%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers