Market Cap
$46.2B
AZO
AUTOZONE INC
$2,789.76 ▼ -1.04%
Prev close $2,819.03Market cap$46.2B
ConsensusStrong Buy
12-mo target$3,708.71 (+32.9%)
▲ Bullish
Analyst conviction 8/10
High Impact Filing (7/10)38 New Institutional Positions12 Institutional Exits Consumer & Retail
Snapshot
The big-picture read on AZO right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (81%)
Inst. Holders
50 funds
Inst. Value
$37.6B
Inst. Activity
38 buys / 12 sells
Insider Activity
$492.9K buy / $5.8M sell
Insider Net $
-$5.3M
Social Sentiment
67° Warm
SEC Reports
9
Press Releases
1
Congressional
2 trades
Price chart 30d -4.9%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 25, 2026 Insider
Daniele Philip B. acquired via exercise 250 shares
President & CEO @ $587.13 ($146.8K)
Sep 22, 2026 earnings
AutoZone 4th Quarter Total Company Same Store Sales Increase 1.5%; Domestic Same Store Sales Increase 1.6%; 4th Quarter EPS of $56.05; Annual Sales of $20.3 Billion
MEMPHIS, Tenn., Sept. 22, 2026 (GLOBE NEWSWIRE) -- AutoZone, Inc. (NYSE: AZO) today reported net sal
Aug 28, 2026 Insider
Aug 24, 2026 SEC Jaycox Kenneth E was granted 1,688 shares
SVP Commercial @ $2,961.96 ($5.0M)
AutoZone reported Q3 2026 EPS of $38.07, a 30.2% miss versus the $54.54 consensus estimate, with revenue of $6.73B in li
PRESS-RELEASE — Impact 7/10
Aug 7, 2026 Insider
Jul 9, 2026 SEC LeRiche Dennis W. acquired via exercise 1,455 shares
Sr. Vice President @ $1,060.81 ($1.5M)
AutoZone priced and executed an $850M senior note offering (4.950% due 2031), using net proceeds for general corporate p
8-K — Impact 3/10
AutoZone has filed a preliminary prospectus supplement for an underwritten public offering of senior unsecured notes. Al
424B5 — Impact 3/10
Jun 30, 2026 Inst.
VANGUARD PORTFOLIO MANAGEMENT LLC — ADD
765,406 shares ($2.4B)
Analyst ratings buy % -4.7%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
81% rate it Buy or better · 32 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 29, 2026 | Bernstein | INITIATE | Outperform | 51% |
| Sep 28, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Sep 23, 2026 | Roth Capital | MAINTAIN | Buy | 56% |
| Sep 23, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Sep 23, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Sep 23, 2026 | DA Davidson | MAINTAIN | Buy | 53% |
| Sep 23, 2026 | Raymond James | MAINTAIN | Strong Buy | 54% |
| Sep 23, 2026 | Mizuho | MAINTAIN | Neutral | 52% |
| Sep 23, 2026 | BMO Capital | MAINTAIN | Outperform | 53% |
| Sep 23, 2026 | Barclays | MAINTAIN | Overweight | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 9 | 17 | 6 | 0 | 0 | 81% | |
| Aug 1, 2026 | 9 | 16 | 6 | 0 | 0 | 81% | |
| Jul 1, 2026 | 9 | 17 | 6 | 0 | 0 | 81% | |
| Jun 1, 2026 | 9 | 16 | 7 | 0 | 0 | 78% | |
| May 1, 2026 | 9 | 16 | 7 | 0 | 0 | 78% | |
| Apr 1, 2026 | 9 | 16 | 7 | 0 | 0 | 78% | |
| Mar 1, 2026 | 8 | 18 | 7 | 0 | 0 | 79% | |
| Feb 1, 2026 | 9 | 18 | 6 | 0 | 0 | 82% |
Price targets
Where 24 covering analysts think AZO trades over the next 12 months.
$3,708.71 +32.9% upside Strong Buy
Current$2,789.77 Low$3,000.00 Median$3,626.50 High$4,800.00 24 analysts
$3,000.00$4,800.00
Analyst rating Strong Buy· 1.5/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
67°
Warm
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
9 SEC filing reports analyzed · 2 bullish, 1 bearish, 0 mixed, 6 neutral · avg impact 3.8/10.Plus 1 press releases.
BEARISHPRESS-RELEASE7/10
AutoZone reported Q3 2026 EPS of $38.07, a 30.2% miss versus the $54.54 consensus estimate, with rev
Aug 24, 2026
NEUTRAL8-K3/10
AutoZone priced and executed an $850M senior note offering (4.950% due 2031), using net proceeds for
Jul 9, 2026
NEUTRAL424B53/10
AutoZone has filed a preliminary prospectus supplement for an underwritten public offering of senior
Jul 7, 2026
NEUTRALS-3ASR2/10
AutoZone filed an automatic shelf registration statement (S-3ASR) to register an indeterminate amoun
Jul 7, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 22, 2026
earnings
AutoZone 4th Quarter Total Company Same Store Sales Increase 1.5%; Domestic Same Store Sales Increase 1.6%; 4th Quarter EPS of $56.05; Annual Sales of $20.3 Billion
MEMPHIS, Tenn., Sept. 22, 2026 (GLOBE NEWSWIRE) -- AutoZone, Inc. (NYSE: AZO) today reported net sales of $6.6 billion for its fourth quarter (16 week
Sep 22, 2026
earnings_calendar
AZO Q4 2026 Earnings After Market Close — 2026-09-22
Sep 7, 2026
dark_pool
Dark Pool: AZO — 0.3M shares, 27,566 trades
Week starting 2026-09-07. Total ATS volume: 272,477 shares across 27,566 trades.
Aug 31, 2026
dark_pool
Dark Pool: AZO — 0.3M shares, 31,398 trades
Week starting 2026-08-31. Total ATS volume: 300,837 shares across 31,398 trades.
Aug 24, 2026
earnings
AutoZone to Release Fourth Quarter Fiscal 2026 Earnings September 22, 2026
MEMPHIS, Tenn., Aug. 24, 2026 (GLOBE NEWSWIRE) -- AutoZone, Inc. (NYSE: AZO), a leading retailer and distributor of automotive replacement parts and a
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $35.31 | $31.47–$39.20 | 13.8% | -7.3% | 0↑ 2↓ | $4.9B | 21 |
| Next Q | $31.63 | $29.80–$33.67 | 14.5% | -2.0% | 0↑ 2↓ | $4.6B | 21 |
| Current FY | $169.23 | $158.39–$182.00 | 10.9% | -3.3% | 0↑ 3↓ | $21.8B | 25 |
| Next FY | $190.43 | $173.69–$208.00 | 12.5% | -2.6% | 1↑ 1↓ | $23.4B | 24 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $35.308 | — |
| 7d ago | $35.365 | -0.058 |
| 30d ago | $38.089 | -2.782 |
| 60d ago | $38.145 | -2.837 |
| 90d ago | $38.145 | -2.837 |
Institutional ownership
Which big funds own AZO (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $37.6B total value (11,777,459 shares) as of 2026-Q2. Top holders: JPMORGAN, BlackRock,, VANGUARD. Net buying activity: 38 institutions added/increased vs 12 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| JPMORGAN CHASE & CO | 1,253,632 | $4.0B | 10.5% | — |
| BlackRock, Inc. | 1,232,366 | $3.9B | 10.5% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,078,476 | $3.4B | 9.2% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 765,406 | $2.4B | 6.5% | ADD +40.2% |
| STATE STREET CORP | 718,693 | $2.3B | 6.1% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 416,591 | $1.3B | 3.6% | — |
| MORGAN STANLEY | 398,036 | $1.3B | 3.4% | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 313,900 | $1.0B | 2.7% | TRIM -69.5% |
| ROYAL BANK OF CANADA | 310,982 | $993.9M | 2.6% | — |
| NORGES BANK | 283,494 | $906.0M | 2.4% | NEW |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | ADD | 545,778 | 765,406 | +40.2% | $2.4B |
| NORGES BANK | NEW | — | 283,494 | — | $906.0M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 119,781 | 202,358 | +68.9% | $646.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | DOUBLED | 1,208 | 141,066 | +11577.6% | $450.8M |
| UBS Group AG | DOUBLED | 65,297 | 136,398 | +108.9% | $435.9M |
| BAILLIE GIFFORD & CO | ADD | 80,287 | 101,423 | +26.3% | $324.1M |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 34,190 | 84,260 | +146.4% | $269.3M |
| BANK OF MONTREAL /CAN/ | ADD | 53,992 | 80,622 | +49.3% | $257.7M |
| Point72 Asset Management, L.P. | DOUBLED | 26,219 | 58,104 | +121.6% | $185.7M |
| Vontobel Holding Ltd. | TRIM | 100,521 | 54,882 | -45.4% | $175.4M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
12 insiders, 19 transactions. Net -$5.3M — $492.9K bought, $5.8M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 25, 2026 | Daniele Philip B. | President & CEO | EXERCISE | 250 | $587.13 | $146.8K |
| Aug 28, 2026 | Jaycox Kenneth E | SVP Commercial | AWARD | 1,688 | $2,961.96 | $5.0M |
| Aug 7, 2026 | LeRiche Dennis W. | Sr. Vice President | EXERCISE | 1,455 | $1,060.81 | $1.5M |
| Aug 7, 2026 | LeRiche Dennis W. | Sr. Vice President | SELL | 1,455 | $3,100.00 | $4.5M |
| Jul 13, 2026 | McCullough Mary Denise | SVP Supply Chain | GIFT | 1 | — | — |
| Jul 10, 2026 | Sharpley Grace Orians | SVP, Finance | AWARD | 300 | — | — |
| May 29, 2026 | Hannasch Brian | Director | BUY | 165 | $2,987.00 | $492.9K |
| Apr 10, 2026 | GRAVES EARL G JR | Director | SELL | 50 | $3,478.72 | $173.9K |
| Mar 31, 2026 | BEDSOLE JENNA M. | Sr. Vice President | AWARD | 4 | $3,377.78 | $13.5K |
| Mar 31, 2026 | Murphy John Scott | Vice President, Controller | AWARD | 4 | $3,377.78 | $13.5K |
Congressional trades
AZO trades disclosed by members of Congress, with disclosure delay.
2 members · 1 buys / 1 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Feb 25, 2026 | Markwayne Mullin | R | SENATE | SELL | $50,001 - $100,000 | AutoZone Inc | Mar 10, 2026(14d) |
| Jan 30, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | AutoZone Inc | Feb 16, 2026(18d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for AZO.
Shares short
496,329
Settlement Sep 15, 2026
Change vs prior
+14.2%
Semi-monthly cycle
Days to cover
1.5
At avg daily volume
Of shares outstanding
≈3.0%
Estimate — not % of float
All AZO filing & press-release reports (10)
- PRESS-RELEASE reportAug 24, 2026
- 8-K reportJul 9, 2026
- 424B5 reportJul 7, 2026
- S-3ASR reportJul 7, 2026
- COURT-RULING reportJul 3, 2026
- COURT-RULING reportJul 3, 2026
- 8-K reportJun 16, 2026
- 8-K reportMay 26, 2026
- PRESS-RELEASE reportMar 3, 2026
- INST-CLUSTER reportFeb 28, 2026