Zacks Research Forecasts AutoZone’s Q4 Earnings (NYSE:AZO)

AutoZone, Inc. (NYSE:AZO) – Stock analysts at Zacks Research decreased their Q4 2025 earnings estimates for AutoZone in a research report issued to clients and investors on Monday, December 23rd. Zacks Research analyst L. Shahu now anticipates that the company will post earnings per share of $52.95 for the quarter, down from their previous estimate of $53.90. The consensus estimate for AutoZone’s current full-year earnings is $154.29 per share. Zacks Research also issued estimates for AutoZone’s Q1 2026 earnings at $37.40 EPS, Q2 2026 earnings at $37.40 EPS, Q3 2026 earnings at $40.68 EPS, Q4 2026 earnings at $56.55 EPS, FY2026 earnings at $172.03 EPS and Q1 2027 earnings at $44.20 EPS.

AZO has been the subject of several other reports. DA Davidson reissued a “neutral” rating and issued a $3,025.00 price objective on shares of AutoZone in a research report on Monday, September 30th. Citigroup raised their price objective on shares of AutoZone from $3,500.00 to $3,900.00 and gave the stock a “buy” rating in a research report on Wednesday, December 11th. Roth Capital upgraded shares of AutoZone to a “strong-buy” rating in a research report on Tuesday, October 15th. Truist Financial raised their price target on shares of AutoZone from $3,501.00 to $3,753.00 and gave the stock a “buy” rating in a report on Wednesday, December 11th. Finally, TD Cowen raised their target price on AutoZone from $3,450.00 to $3,800.00 and gave the company a “buy” rating in a research note on Monday, December 16th. One investment analyst has rated the stock with a sell rating, three have given a hold rating, fifteen have issued a buy rating and three have given a strong buy rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $3,384.89.

AutoZone Stock Down 1.3 %

Shares of NYSE AZO opened at $3,241.25 on Wednesday. The company has a market capitalization of $54.79 billion, a PE ratio of 21.65, a P/E/G ratio of 1.73 and a beta of 0.71. AutoZone has a twelve month low of $2,510.00 and a twelve month high of $3,416.71. The firm has a fifty day simple moving average of $3,182.09 and a 200 day simple moving average of $3,095.95.

AutoZone (NYSE:AZO) last announced its earnings results on Tuesday, December 10th. The company reported $32.52 EPS for the quarter, missing the consensus estimate of $33.69 by ($1.17). AutoZone had a net margin of 14.18% and a negative return on equity of 53.89%. The company had revenue of $4.28 billion during the quarter, compared to the consensus estimate of $4.30 billion. During the same quarter in the previous year, the company earned $32.55 earnings per share. The business’s revenue was up 2.1% on a year-over-year basis.

Institutional Inflows and Outflows

Several large investors have recently added to or reduced their stakes in AZO. Franklin Resources Inc. lifted its holdings in shares of AutoZone by 18.1% in the third quarter. Franklin Resources Inc. now owns 44,946 shares of the company’s stock worth $141,717,000 after buying an additional 6,898 shares in the last quarter. The Manufacturers Life Insurance Company lifted its stake in AutoZone by 186.8% in the 3rd quarter. The Manufacturers Life Insurance Company now owns 92,870 shares of the company’s stock worth $292,544,000 after purchasing an additional 60,483 shares in the last quarter. Verde Capital Management bought a new position in AutoZone in the 3rd quarter valued at $1,137,000. Mizuho Securities USA LLC grew its position in shares of AutoZone by 592.0% during the 3rd quarter. Mizuho Securities USA LLC now owns 9,210 shares of the company’s stock valued at $29,012,000 after purchasing an additional 7,879 shares in the last quarter. Finally, Asset Advisors Investment Management LLC raised its position in shares of AutoZone by 44.9% in the third quarter. Asset Advisors Investment Management LLC now owns 1,678 shares of the company’s stock worth $5,286,000 after buying an additional 520 shares in the last quarter. Institutional investors own 92.74% of the company’s stock.

Insider Transactions at AutoZone

In other news, Chairman William C. Rhodes III sold 13,000 shares of AutoZone stock in a transaction on Thursday, October 10th. The stock was sold at an average price of $3,107.15, for a total value of $40,392,950.00. Following the completion of the transaction, the chairman now directly owns 13,857 shares in the company, valued at approximately $43,055,777.55. The trade was a 48.40 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Corporate insiders own 2.10% of the company’s stock.

AutoZone Company Profile

AutoZone, Inc retails and distributes automotive replacement parts and accessories in the United States, Mexico, and Brazil. The company provides various products for cars, sport utility vehicles, vans, and light trucks, including new and remanufactured automotive hard parts, maintenance items, accessories, and non-automotive products.