AutoZone, Inc. (AZO) reported a strong fourth quarter for fiscal 2026, with total revenue rising 5.6% year over year to $6.6 billion. Gross profit increased 9.4% to $3.5 billion, while operating profit climbed 10.1% to $1.3 billion, showing continued leverage in the business.
Net income attributable to common shareholders advanced 11.3% to $931.6 million, and diluted earnings per share rose 15.1% to $56.05. The results point to faster earnings growth than sales growth, reflecting improved profitability during the quarter.
Cash generation also remained solid, with operating cash flow up 18.6% to $1.1 billion. AutoZone ended the period with $326.1 million in cash and cash equivalents, while total liabilities edged down 1.0% to $22.6 billion.
- Revenue: $6.6 billion, up 5.6%
- Operating profit: $1.3 billion, up 10.1%
- Net income: $931.6 million, up 11.3%
- Diluted EPS: $56.05, up 15.1%
- Operating cash flow: $1.1 billion, up 18.6%
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
AutoZone, Inc. Insider Trading Activity
AutoZone, Inc. insiders have traded $AZO stock on the open market 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $AZO stock by insiders over the last 6 months:
- DENNIS W. LERICHE (Sr. Vice President) sold 1,455 shares for an estimated $4,510,500
- BRIAN HANNASCH purchased 165 shares for an estimated $492,855
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
AutoZone, Inc. Hedge Fund Activity
We have seen 492 institutional investors add shares of AutoZone, Inc. stock to their portfolio, and 626 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 1,253,632 shares (+inf%) to their portfolio in Q2 2026, for an estimated $4,006,532,654
- CURATED WEALTH PARTNERS LLC removed 603,598 shares (-100.0%) from their portfolio in Q3 2026, for an estimated $1,708,194,411
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 139,858 shares (+11577.6%) to their portfolio in Q2 2026, for an estimated $446,977,776
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 128,521 shares (+inf%) to their portfolio in Q2 2026, for an estimated $410,745,404
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added 82,577 shares (+68.9%) to their portfolio in Q2 2026, for an estimated $263,911,137
- UBS GROUP AG added 71,101 shares (+108.9%) to their portfolio in Q2 2026, for an estimated $227,234,529
- RENAISSANCE TECHNOLOGIES LLC added 50,070 shares (+146.4%) to their portfolio in Q2 2026, for an estimated $160,020,715
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
AutoZone, Inc. Congressional Stock Trading
Members of Congress have traded $AZO stock 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $AZO stock by members of Congress over the last 6 months:
- REPRESENTATIVE RICK W. ALLEN sold up to $50,000 on 09/22.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. sold up to $15,000 on 05/29.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
AutoZone, Inc. Analyst Ratings
Wall Street analysts have issued reports on $AZO in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Truist Securities issued a "Buy" rating on 05/27/2026
To track analyst ratings and price targets for AutoZone, Inc., check out Quiver Quantitative's $AZO forecast page.
AutoZone, Inc. Price Targets
Multiple analysts have issued price targets for $AZO recently. We have seen 10 analysts offer price targets for $AZO in the last 6 months, with a median target of $3775.0.
Here are some recent targets:
- Max Rakhlenko from TD Cowen set a target price of $3700.0 on 06/04/2026
- Steven Zaccone from Citigroup set a target price of $3700.0 on 05/28/2026
- Michael Baker from DA Davidson set a target price of $4300.0 on 05/27/2026
- Tristan Thomas-Martin from BMO Capital set a target price of $4000.0 on 05/27/2026
- Justin Kleber from Baird set a target price of $3600.0 on 05/27/2026
- Christopher Horvers from JP Morgan set a target price of $3850.0 on 05/27/2026
- David Bellinger from Mizuho set a target price of $3200.0 on 05/27/2026
