AZO
AutoZone, Inc.
September 22, 2026 · pre-market
- Rarity
- 1.69
- Peak move
- +6.42%
- Float cap
- $47.3B
AutoZone is a leading retailer and distributor of automotive replacement parts and accessories in the Americas. It sells hard parts, maintenance items, accessories, and non-automotive products for cars, SUVs, vans, and light-duty trucks through company stores and websites. Its commercial program supplies repair garages, dealers, service stations, fleet owners, and other accounts with parts and credit.
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What we found
12 events · 1 from SEC or newswire · 4 timed with the move- Key eventTimed with the move
earnings_releaseAutoZone reported fiscal Q4 2026 net sales of about $6.6 billion, up 5.6% but below consensus, with diluted EPS of $56.05, domestic same-store sales up 1.6% for the quarter ended August 29, 2026, and full-year sales of $20.3 billion.
SEC8-K 0001171843-26-006159wireglobenewswire.comWebfinance.yahoo.comWebbarrons.comWebglobenewswire.com - Timed with the move
buybackAutoZone repurchased 223,000 shares in fiscal Q4 2026 at an average price of $3,125 for $697.5 million, and 579,000 shares for $2.0 billion in the full fiscal year, leaving $1.6 billion remaining under its authorization.
- Key eventTimed with the move
policy_changeAutoZone's fiscal Q4 gross margin got a 145 basis point benefit from IEEPA tariff refunds after the U.S. Supreme Court invalidated the tariffs in February 2026 and the government began refunding duties through CBP's CAPE process.
- Key eventTimed with the move
operating_metricsAutoZone opened 175 net new stores in fiscal Q4 (97 US, 68 Mexico, 10 Brazil) and 374 for the full fiscal year, reaching 8,031 total locations, with domestic commercial sales up 8.6% to $1.91 billion.
analyst_ratingEvercore ISI maintained an Outperform rating on AutoZone but lowered its price target to $3,500 from $3,700.
analyst_ratingWells Fargo kept an Overweight rating on AutoZone but cut its price target to $3,500 from $4,150, pointing to improving fiscal Q4 trends while finding it hard to justify a materially lower valuation.
institutional_flowNykredit A S disclosed acquiring 8,538 AutoZone shares in the second quarter, valued at approximately $27.3 million.
peer_disclosureAt its 2026 Analyst Day, O'Reilly Automotive said it plans to open 232 stores in 2026, its highest annual total, plus 20-25 stores in Mexico and 3-5 in Canada, and reported comparable-store sales up 7% through Q2.
commodity_eventCrude oil prices rose in September 2026, with WTI up about 19% and Brent up about 14% amid intensifying Middle East hostilities, adding to a difficult macro backdrop cited as likely weighing on DIY auto repair demand.
analyst_ratingOppenheimer cut its AutoZone price target to $3,500 from $4,300 while keeping an Outperform rating, citing higher oil prices pressuring DIY demand, and removed the stock from its Top Pick list.
peer_disclosureGenuine Parts denied reports of potential takeover interest by a competitor, after Bloomberg reported O'Reilly Automotive made an all-cash buyout offer for Genuine Parts' Napa auto parts arm valued at $10 billion or more.
operational_disruptionWorkers at an AutoZone store in New York filed for union representation on September 18, 2026.