13FPulse
AZ

AZO AUTOZONE INC

2026Q2 · CUSIP 053332102 · Sector: Consumer

Normal

Fund flows are within the usual range

Funds that own it
1,240
Institutions that reported holding it to the SEC
Net decrease in holders
52
Last quarter 1,292 → now 1,240
How unusual is that
Bottom 20%
Stronger than only 2% of US stocks
What the filings say, in one paragraph

1,240 funds held AZO at the end of 2026Q2, down 52 from the quarter before. Fund flows are within the usual range — nothing unusual. On the business itself, revenue over the last 12 months was $20.0B(YoY +5.7%), the P/E is 20.2x. AZO has had 31 buying rushes in its history, and the price moved +7.2% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Consumer sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=409 2013Q4: holders=434 2014Q1: holders=462 2014Q2: holders=470 2014Q3: holders=447 2014Q4: holders=494 2015Q1: holders=476 2015Q2: holders=506 2015Q3: holders=530 2015Q4: holders=567 2016Q1: holders=580 2016Q2: holders=561 2016Q3: holders=558 2016Q4: holders=596 2017Q1: holders=573 2017Q2: holders=539 2017Q3: holders=530 2017Q4: holders=588 2018Q1: holders=579 2018Q2: holders=593 2018Q3: holders=587 2018Q4: holders=652 2019Q1: holders=702 2019Q2: holders=690 2019Q3: holders=708 2019Q4: holders=744 2020Q1: holders=677 2020Q2: holders=716 2020Q3: holders=705 2020Q4: holders=749 2021Q1: holders=765 2021Q2: holders=783 2021Q3: holders=826 2021Q4: holders=910 2022Q1: holders=907 2022Q2: holders=938 2022Q3: holders=979 2022Q4: holders=1043 2023Q1: holders=1032 2023Q2: holders=1046 2023Q3: holders=1041 2023Q4: holders=1106 2024Q1: holders=1157 2024Q2: holders=1141 2024Q3: holders=1162 2024Q4: holders=1217 2025Q1: holders=1272 2025Q2: holders=1304 2025Q3: holders=1347 2025Q4: holders=1337 2026Q1: holders=1292 2026Q2: holders=1240 -84 -42 +0 +42 +84 3688921415 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 31 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2025Q3 Top 10% -2.8% -11.3%
2025Q2 Top 10% -4.5% -7.3%
2025Q1 Top 5% +6.4% -0.6%
2024Q4 Top 10% +9.5% +16.8%
2024Q3 Top 20% +6.4% +21.9%
2024Q1 Top 5% +8.7% +6.5%
2023Q4 Top 10% +7.0% +16.3%
2023Q2 Top 20% +7.8% +9.5%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
338
Change in large funds
+22
Total value they hold
$49.5B
Funds buying for the first time
115
Funds that sold out entirely
167
Price change that quarter
-12.8%
Funds holding puts (bearish)
17
Funds holding calls (bullish)
20

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
20.2
EPS (TTM)
$145.44
EPS YoY
-1.5%
Revenue (TTM)
$20.0B
Revenue YoY
+5.7%
Net margin
12.4%
ROE
Debt ratio
113.3%
FCF (TTM)
$1.6B
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2022-08-27: EPS 40.17 2022-11-19: EPS 27.45 2023-02-11: EPS 24.64 2023-05-06: EPS 34.12 2023-08-26: EPS 46.15 2023-11-18: EPS 32.55 2024-02-10: EPS 28.89 2024-05-04: EPS 36.69 2024-08-31: EPS 51.42 2024-11-23: EPS 32.52 2025-02-15: EPS 28.29 2025-05-10: EPS 35.36 2025-08-30: EPS 48.70 2025-11-22: EPS 31.04 2026-02-14: EPS 27.63 2026-05-09: EPS 38.07 0B 3.1B 6.2B $B 0.00 28.28 56.56 201420152016201720182019202020212022202320242025202605/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 22 17 23 29 2023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
0K527M1.1B 2014201520162017201820192020202120222023202420252026
Latest quarter $456M (2026-05-09)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-05-09 · SEC filings (XBRL)

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2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.