Market Cap
$7.8B
KMX
CARMAX INC
$54.92 ▼ -1.74%
Prev close $55.89Market cap$7.8B
ConsensusSell
12-mo target$62.62 (+14.0%)
▼ Bearish
Analyst conviction 3/10
Insider Buying Cluster (5 insiders)High Impact Filing (8/10)23 New Institutional Positions27 Institutional ExitsCongressional Activity (1) Consumer & Retail
Snapshot
The big-picture read on KMX right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Sell (28%)
Inst. Holders
50 funds
Inst. Value
$6.2B
Inst. Activity
23 buys / 27 sells
Insider Activity
$1.0M buy / $0.00 sell
Insider Net $
$1.0M
Social Sentiment
57° Neutral
SEC Reports
7
Press Releases
2
Congressional
1 trades
Price chart 30d -12.3%
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 30, 2026 short_volume
Short Volume: KMX — 64.8% short (1.4M / 2.2M)
Short: 1,393,992 | Exempt: 6 | TRF Vol: 2,150,938 | Short Ratio: 64.8% | Off-exchange volume (dark p
Aug 19, 2026 Congress
Aug 6, 2026 Press Gilbert Cisneros buy
$1,001 - $15,000 — House
CarMax announced a partnership with Sierra to deploy AI voice-enabled agents for customer call handling, deployed in May
Impact 2/10
Jun 30, 2026 Inst.
AMERICAN CENTURY COMPANIES INC — DOUBLED
3,250,267 shares ($171.9M)
Jun 30, 2026 Inst.
Jun 29, 2026 SEC Starboard Value LP — TRIM
3,206,438 shares ($169.6M)
Five CarMax insiders, including the CEO, made open-market purchases totaling ~$1.02M in the past week, following a stron
CLUSTER — Impact 3/10
Jun 26, 2026 Insider
Chawla Sona was granted 3,696 shares
Director
Jun 26, 2026 Insider
FOLLIARD THOMAS J was granted 3,696 shares
Director
Analyst ratings buy % +300.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
28% rate it Buy or better · 25 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 30, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Sep 30, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Sep 30, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Sep 30, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Sep 30, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Sep 30, 2026 | Baird | MAINTAIN | Outperform | 54% |
| Sep 30, 2026 | BNP Paribas | REITERATE | Underperform | — |
| Sep 30, 2026 | B of A Securities | MAINTAIN | Underperform | 54% |
| Sep 25, 2026 | Stephens & Co. | MAINTAIN | Overweight | 54% |
| Sep 23, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 3 | 17 | 1 | 0 | 28% | |
| Aug 1, 2026 | 4 | 3 | 17 | 1 | 0 | 28% | |
| Jul 1, 2026 | 2 | 1 | 17 | 7 | 1 | 11% | |
| Jun 1, 2026 | 1 | 1 | 18 | 7 | 1 | 7% | |
| May 1, 2026 | 1 | 1 | 17 | 7 | 1 | 7% | |
| Apr 1, 2026 | 1 | 1 | 17 | 6 | 1 | 8% | |
| Mar 1, 2026 | 1 | 1 | 17 | 7 | 1 | 7% | |
| Feb 1, 2026 | 1 | 1 | 17 | 7 | 1 | 7% |
Price targets
Where 13 covering analysts think KMX trades over the next 12 months.
$62.62 +14.0% upside Buy
Current$54.92 Low$43.00 Median$60.00 High$96.00 13 analysts
$43.00$96.00
Analyst rating Hold· 2.9/5 as of Oct 2, 2026
Social media sentiment mood +20.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
57°
Neutral
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
7 SEC filing reports analyzed · 1 bullish, 1 bearish, 1 mixed, 4 neutral · avg impact 4.1/10.Plus 2 press releases.
NEUTRALCLUSTER3/10
Five CarMax insiders, including the CEO, made open-market purchases totaling ~$1.02M in the past wee
Jun 29, 2026
NEUTRAL8-K2/10
CarMax held its 2026 Annual Meeting on June 23, 2026, with shareholders electing all 11 director nom
Jun 25, 2026
BULLISH8-K6/10
CarMax reported Q1 FY2027 EPS of $1.31, a 38.8% beat vs $0.94 consensus, on revenue of $8.01B (7.8%
Jun 17, 2026
NEUTRAL8-K2/10
CarMax announced the planned addition of Robert O'Shaughnessy to its Board of Directors, subject to
May 12, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 30, 2026
short_volume
Short Volume: KMX — 64.8% short (1.4M / 2.2M)
Short: 1,393,992 | Exempt: 6 | TRF Vol: 2,150,938 | Short Ratio: 64.8% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
earnings_calendar
KMX Q2 2027 Earnings Scheduled — 2026-09-29
Sep 23, 2026
short_volume
Short Volume: KMX — 65.9% short (1.4M / 2.2M)
Short: 1,449,222 | Exempt: 149 | TRF Vol: 2,198,014 | Short Ratio: 65.9% | Off-exchange volume (dark pool + OTC)
Sep 21, 2026
short_volume
Short Volume: KMX — 65.4% short (0.8M / 1.2M)
Short: 768,488 | Exempt: 66 | TRF Vol: 1,175,416 | Short Ratio: 65.4% | Off-exchange volume (dark pool + OTC)
Sep 18, 2026
short_volume
Short Volume: KMX — 58.8% short (0.7M / 1.1M)
Short: 664,401 | Exempt: 46 | TRF Vol: 1,129,218 | Short Ratio: 58.8% | Off-exchange volume (dark pool + OTC)
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 | $0.43 | $0.12–$0.77 | -0.6% | -5.3% | 1↑ 0↓ | $6.5B | 13 |
| Next Q | $0.35 | $0.12–$0.67 | 141.7% | +15.6% | 1↑ 0↓ | $6.3B | 13 |
| Current FY | $3.18 | $2.72–$3.86 | 89.0% | +16.2% | 2↑ 0↓ | $28.6B | 14 |
| Next FY | $3.46 | $2.87–$4.20 | 9.1% | +10.5% | 2↑ 0↓ | $29.1B | 15 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.427 | — |
| 7d ago | $0.452 | -0.025 |
| 30d ago | $0.451 | -0.024 |
| 60d ago | $0.451 | -0.024 |
| 90d ago | $0.447 | -0.019 |
Institutional ownership
Which big funds own KMX (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $6.2B total value (117,542,976 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, AQR. Net selling activity: 27 institutions trimmed/exited vs 23 added.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 17,092,089 | $904.0M | 14.5% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 7,286,475 | $385.4M | 6.2% | — |
| AQR CAPITAL MANAGEMENT LLC | 6,622,794 | $349.0M | 5.6% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 6,420,191 | $339.6M | 5.5% | — |
| SRS Investment Management, LLC | 5,922,862 | $313.3M | 5.0% | — |
| TWO SIGMA INVESTMENTS, LP | 5,831,970 | $308.5M | 5.0% | — |
| STATE STREET CORP | 5,156,276 | $272.7M | 4.4% | — |
| DIMENSIONAL FUND ADVISORS LP | 4,974,772 | $263.1M | 4.2% | — |
| Jupiter Topco LLC | 4,645,036 | $245.7M | 4.0% | — |
| PRIMECAP MANAGEMENT CO/CA/ | 4,359,016 | $230.5M | 3.7% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| AMERICAN CENTURY COMPANIES INC | DOUBLED | 1,390,912 | 3,250,267 | +133.7% | $171.9M |
| Starboard Value LP | TRIM | 6,201,362 | 3,206,438 | -48.3% | $169.6M |
| CANADA PENSION PLAN INVESTMENT BOARD | DOUBLED | 275,031 | 2,183,121 | +693.8% | $115.5M |
| MILLENNIUM MANAGEMENT LLC | ADD | 1,314,833 | 1,898,337 | +44.4% | $100.4M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | TRIM | 2,470,596 | 1,628,905 | -34.1% | $86.2M |
| BANK OF AMERICA CORP /DE/ | TRIM | 1,687,359 | 1,045,011 | -38.1% | $55.3M |
| Focus Partners Wealth | TRIM | 1,492,859 | 1,016,596 | -31.9% | $53.8M |
| Woodline Partners LP | ADD | 765,226 | 1,005,951 | +31.5% | $53.2M |
| JANE STREET GROUP, LLC | DOUBLED | 457,728 | 969,082 | +111.7% | $51.3M |
| Alyeska Investment Group, L.P. | NEW | — | 957,980 | — | $50.7M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
18 insiders, 43 transactions. Net $1.0M — $1.0M bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 26, 2026 | Chawla Sona | Director | AWARD | 3,696 | — | — |
| Jun 26, 2026 | FOLLIARD THOMAS J | Director | AWARD | 3,696 | — | — |
| Jun 26, 2026 | ONeil Mark F | Director | AWARD | 3,696 | — | — |
| Jun 26, 2026 | KESSLER JAMES FRANCIS | Director | AWARD | 3,696 | — | — |
| Jun 26, 2026 | Bensen Peter J | Director | AWARD | 3,696 | — | — |
| Jun 26, 2026 | McCreight David W. | Director | AWARD | 3,696 | — | — |
| Jun 26, 2026 | Shinder Marcella | Director | AWARD | 3,696 | — | — |
| Jun 26, 2026 | Satriano Pietro | Director | AWARD | 3,696 | — | — |
| Jun 26, 2026 | OShaughnessy Robert | Director | AWARD | 3,696 | — | — |
| Jun 26, 2026 | COBB WILLIAM C | Director | AWARD | 3,696 | — | — |
Congressional trades
KMX trades disclosed by members of Congress, with disclosure delay.
1 members · 1 buys / 0 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 19, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | CarMax Inc | Sep 11, 2026(24d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for KMX.
Shares short
9,815,859
Settlement Sep 15, 2026
Change vs prior
-12.3%
Semi-monthly cycle
Days to cover
6.3
At avg daily volume
Of shares outstanding
≈6.9%
Estimate — not % of float
All KMX filing & press-release reports (9)
- PRESS-RELEASE reportAug 6, 2026
- CLUSTER reportJun 29, 2026
- 8-K reportJun 25, 2026
- 8-K reportJun 17, 2026
- 8-K reportMay 12, 2026
- 8-K reportApr 14, 2026
- PRESS-RELEASE reportApr 1, 2026
- DEFA14A reportMar 17, 2026
- DEFA14A reportMar 11, 2026