IFM Investors Pty Ltd has opened a new $11.3M position in $AZO, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 03-31-2026 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $AZO.
$AZO Hedge Fund Activity
We have seen 481 institutional investors add shares of $AZO stock to their portfolio, and 693 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 405,654 shares (-75.0%) from their portfolio in Q4 2025, for an estimated $1,375,775,541
- MORGAN STANLEY added 74,555 shares (+17.8%) to their portfolio in Q4 2025, for an estimated $252,853,282
- DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN added 73,618 shares (+50.2%) to their portfolio in Q4 2025, for an estimated $249,675,447
- NINETY ONE UK LTD removed 66,724 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $226,294,446
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added 61,821 shares (+387.1%) to their portfolio in Q4 2025, for an estimated $209,665,921
- BAILLIE GIFFORD & CO removed 57,789 shares (-40.2%) from their portfolio in Q4 2025, for an estimated $195,991,393
- MITSUBISHI UFJ ASSET MANAGEMENT CO., LTD. added 50,071 shares (+39.5%) to their portfolio in Q4 2025, for an estimated $169,815,796
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$AZO Insider Trading Activity
$AZO insiders have traded $AZO stock on the open market 10 times in the past 6 months. Of those trades, 3 have been purchases and 7 have been sales.
Here’s a breakdown of recent trading of $AZO stock by insiders over the last 6 months:
- RICHARD CRAIG SMITH (Sr. Vice President) has made 0 purchases and 2 sales selling 9,100 shares for an estimated $33,032,000.
- K. MICHELLE BORNINKHOF (Senior Vice President & CIO) sold 300 shares for an estimated $1,132,500
- EARL G JR GRAVES has made 0 purchases and 2 sales selling 300 shares for an estimated $997,686.
- BRIAN HANNASCH purchased 147 shares for an estimated $498,784
- MICHAEL A GEORGE purchased 145 shares for an estimated $492,728
- GEORGE R JR MRKONIC has made 0 purchases and 2 sales selling 96 shares for an estimated $323,538.
- JAMERE JACKSON (CFO) purchased 55 shares for an estimated $187,742
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$AZO Congressional Stock Trading
Members of Congress have traded $AZO stock 4 times in the past 6 months. Of those trades, 2 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:
- SENATOR MARKWAYNE MULLIN sold up to $100,000 on 02/25.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 3 times. They made 2 purchases worth up to $30,000 on 01/30, 11/18 and 1 sale worth up to $15,000 on 12/24.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$AZO Analyst Ratings
Wall Street analysts have issued reports on $AZO in the last several months. We have seen 10 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- JP Morgan issued a "Overweight" rating on 12/18/2025
- DA Davidson issued a "Buy" rating on 12/10/2025
- Barclays issued a "Overweight" rating on 12/10/2025
- Mizuho issued a "Outperform" rating on 12/10/2025
- Truist Securities issued a "Buy" rating on 12/10/2025
- Roth Capital issued a "Buy" rating on 12/10/2025
- UBS issued a "Buy" rating on 12/10/2025
To track analyst ratings and price targets for $AZO, check out Quiver Quantitative's $AZO forecast page.
$AZO Price Targets
Multiple analysts have issued price targets for $AZO recently. We have seen 19 analysts offer price targets for $AZO in the last 6 months, with a median target of $4300.0.
Here are some recent targets:
- Max Rakhlenko from TD Cowen set a target price of $4250.0 on 03/16/2026
- Brian Nagel from Oppenheimer set a target price of $4300.0 on 03/10/2026
- Bill Selesky from Argus Research set a target price of $4325.0 on 03/09/2026
- David Bellinger from Mizuho set a target price of $3600.0 on 03/05/2026
- Tristan Thomas-Martin from BMO Capital set a target price of $4300.0 on 03/04/2026
- Greg Melich from Evercore ISI Group set a target price of $4100.0 on 03/04/2026
- Simeon Gutman from Morgan Stanley set a target price of $4020.0 on 03/04/2026
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $AZO ticker page for more data.
