KMX CarMax Inc.
XNYS
55.58
Delayed
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
KMX
$55.58
—
Key stats
$55.58
- 52-Week Range
- $30.26 – $65.28
- YTD
- +41.46%
- IV Rank (30D)
- 61.24
- Straddle Price
- $5.43
- P/C Vol Ratio
- 2.35
- Market Cap
- $8.0B
- Open
- $55.73
- Day Range
- $54.92 – $57.00
- Volume
- 2,606,192
- Prev Close
- $56.17
Fair Value
+50.0% vs price
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 4.99% |
| Beta vs SPY | 1.10 |
| Cost of Equity (CAPM) | 11.05% (VRP-adj) |
| WACC | 6.38% |
| Volatility Risk Premium | +30.1pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 35.7% |
| Rev. Growth (YoY, DCF input) | +30.0% |
| DCF Horizon | 5 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.10 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $1.1B |
| Return on Equity (TTM) | 4.6% |
| Book / Price | 78.4% — banking bias active (P/B is primary) |
| Gross Margin (TTM) | 10.3% |
| FCF Margin (TTM) | 4.1% |
| Debt / Equity | 2.66 |
| Quality Score | 1/6 — cyclical/struggling (5y DCF) |
| Market-Implied Growth | -1.9% (reverse-DCF on current price) |
| SMA 50 | $57.20 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $53.01 |
| Bollinger Width / SMA20 | 23.1% (drives anchor stability) |
| Net Debt | $16.6B |
| Market Cap | $8B |
Peers used for multiples: AMZN, CZR, KSS, URBN
(filtered from 8 ETF-co-members; sector bias active)
Blended Fair Value
$211.41
Deviation
+50.0%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $535.41 | 29% | |
| DDM (Gordon) | n/a | 0% | |
| Peer P/E | $30.33 | 7% | median 13.4× · 3 peers |
| Peer EV/EBITDA | n/a | 0% | median 8.4× · 4 peers |
| Peer P/B | $98.18 | 11% | median 2.2× · 4 peers |
| Peer P/S | $178.29 | 11% | median 0.8× · 4 peers |
| Market Anchor (SMA50) | $57.20 | 20% | stability 35% (BB-width) |
| Options Expected (B-L 30d) | $55.66 | 22% | 15 strikes · skew -0.06 |
As of 2026-10-30 · updated
Related
About
- Industry (SIC)
- RETAIL-AUTO DEALERS & GASOLINE STATIONS (5500) · industry map
- Exchange
- XNYS
- Market Cap
- $8.0B
- Employees
- 27,796
- List Date
- 1997-02-04
- CIK
- 0001170010
- Next Earnings
- 2026-12-17 (Pre-Market)
- EPS Forecast
- $0.45
- Headquarters
- Richmond, VA
- Homepage
- https://www.carmax.com
CarMax sells, finances, and services used and new cars through a chain of over 255 retail stores. It was formed in 1993 as a unit of Circuit City and spun off into an independent company in late 2002. Used-vehicle sales were 80% of fiscal 2026 revenue and wholesale about 17%, with the remaining portion composed of extended service plans and repair. In fiscal 2026, the company retailed and wholesaled 780,684 and 538,203 used vehicles, respectively. CarMax is the largest used-vehicle retailer in the US, but still estimates that it had only about 3.6% US market share of vehicles zero to 10 years …
Summary
—
composite
—
No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | 26.24% | -12.47% | 16.18% | -6.59% | 5.44% | 13.36% | 7.03% |
| Feb | 2.22% | -1.47% | -8.97% | 8.46% | -1.51% | -3.60% | -0.81% |
| Mar | 9.28% | -8.32% | -6.52% | 9.85% | -4.40% | -0.55% | -0.11% |
| Apr | 8.05% | -12.90% | 8.44% | -20.91% | -18.01% | -2.48% | -6.30% |
| May | -15.88% | 8.92% | 2.45% | 4.54% | -1.62% | 15.81% | 2.37% |
| Jun | 10.67% | -8.10% | 16.56% | 3.98% | 4.69% | 17.48% | 7.55% |
| Jul | 2.58% | 7.41% | 0.55% | 18.58% | -19.45% | 10.37% | 3.34% |
| Aug | -8.27% | -13.26% | -2.85% | 3.62% | 9.59% | 4.96% | -1.03% |
| Sep | 0.49% | -25.92% | -15.37% | -6.80% | -24.83% | -9.66% | -13.68% |
| Oct | 7.66% | -6.98% | -12.40% | -7.41% | -8.97% | -0.55%* | -4.78% |
| Nov | 1.66% | 7.79% | 3.98% | 16.14% | -6.48% | -- | 4.62% |
| Dec | -7.18% | -11.88% | 13.87% | -1.71% | 0.21% | -- | -1.34% |
| Total | 36.26% | -57.96% | 9.77% | 15.81% | -52.54% | 50.07% | 0.24% |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $53.04
SMA 50: $57.09
SMA 200: $49.38
Current: $55.58
EMA 12: $53.83
EMA 26: $54.33
MACD: -0.5027 | Signal: 0.6391
BEARISH
ADX (14): 19.15
RANGE
+DI: 25.24
−DI: 17.43
Momentum Oscillators
RSI (14): 53.64
NEUTRAL
Stoch %K: 88.93
Stoch %D: 85.29
Williams %R: -17.86
Volume & Volatility
BB Upper: $56.37
BB Lower: $49.71
NEUTRAL
OBV: -60,516,838
Vol SMA 20: 2,740,899
Vol ROC: 13.08%
ATR: $2.33
True Range: $2.08
HV 20: 45.8%
HV 30: 46.6%
HV 60: 38.4%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-11-01T00:00:00 – 2026-10-30T00:00:00
AI Analysis
LLM Stock Analysis Report
SYMBOL: KMX
Executive Summary: Overall assessment: NEUTRAL (confidence level 5/10) Key drivers: Positive earnings surprise potential, improving customer experience; primary risks: Negative news sentiment around regulatory issues, high volatility. Investment thesis: CarMax's efforts to enhance sales call experience and improve operational efficiency could drive earnings growth, but negative news sentiment and high volatility may hinder stock performance.
Recent news sentiment impact: The positive news headline about the company teaming with Sierra to enhance inbound sales calls has had a neutral impact on the stock price. However, the negative news headlines around regulatory issues have contributed to the bearish momentum in the stock.
Technical Analysis:
- Trend Direction: Short-term (1-4 weeks): BEARISH; Medium-term (1-3 months): NEUTRAL
- Support/Resistance Levels: Key price levels:
- Upper Bollinger Band: $60.18
- Middle Bollinger Band: $57.80
- Lower Bollinger Band: $55.42
- Momentum Signals:
- RSI interpretation: Neutral (59.91), indicating no strong momentum signal.
- MACD signal: Bullish (1.66 / Signal: -0.30 / Histogram: 1.96), indicating a potential buy signal.
- Bollinger Bands position: Neutral, with the stock trading near the middle band.
News & Sentiment Analysis:
- Recent Headlines Summary: The news headlines have been mixed, with one positive headline and three negative headlines.
- Sentiment Assessment: Aggregate sentiment is NEUTRAL, with a slight bearish bias due to the negative news.
- Catalyst Identification: Upcoming events: earnings release; regulatory issues could impact stock performance.
Risk & Volatility Assessment:
- Beta Interpretation: Risk relative to market (beta 1.36 > 1.2 = high risk).
- Volatility Regime: Current volatility is higher than historical levels.
- Options Market Signals: IV rank: Low; put/call ratios: Neutral; unusual activity: High.
- Downside Protection: Support levels: Lower Bollinger Band ($55.42), risk management considerations: Stop-loss levels and position sizing.
Market Context & Positioning:
- Sector Performance: CarMax is outperforming the sector/market.
- Institutional Activity: Volume patterns suggest institutional interest.
- Correlation Analysis: Stock moves positively relative to market (R-squared interpretation).
- Relative Valuation: Position within trading range.
Key Levels & Action Items:
- Critical Price Levels: Support levels: Lower Bollinger Band ($55.42); Resistance level: Upper Bollinger Band ($60.18)
- Breakout/Breakdown Levels: Technical levels that could trigger significant moves: $57.80 (SMA 20), $56.26 (EMA 26)
- Time-Sensitive Catalysts: Earnings release; regulatory issues
- Risk Management: Stop-loss levels and position sizing considerations
Analysis Guidelines:
I have followed the analysis framework, referencing actual numbers and values from the technical indicators, news headlines, and risk metrics. I have also highlighted conflicts between technical and news signals and assessed data quality.
Generated
News
All KMX news →
Earnings History
13 of 23 under expected move
Avg Expected Move
10.23%
Avg Actual Move
9.13%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2021-04-01 | Pre-Market | 4.37% | 7.05% | 1.61x | Exceeded |
| 2021-06-25 | Pre-Market | 5.61% | 6.67% | 1.19x | Exceeded |
| 2021-09-30 | Pre-Market | 6.18% | 12.63% | 2.04x | Exceeded |
| 2021-12-22 | Pre-Market | 10.07% | 6.66% | 0.66x | Within |
| 2022-04-12 | Pre-Market | 10.40% | 9.54% | 0.92x | Within |
| 2022-06-24 | Pre-Market | 12.42% | 7.19% | 0.58x | Within |
| 2022-09-29 | Pre-Market | 12.76% | 24.60% | 1.93x | Exceeded |
| 2022-12-22 | Pre-Market | 14.52% | 3.66% | 0.25x | Within |
| 2023-04-11 | Pre-Market | 11.16% | 9.64% | 0.86x | Within |
| 2023-06-23 | Pre-Market | 9.58% | 10.07% | 1.05x | Exceeded |
| 2023-09-28 | Pre-Market | 8.85% | 13.40% | 1.51x | Exceeded |
| 2023-12-21 | Pre-Market | 9.84% | 5.18% | 0.53x | Within |
| 2024-04-11 | Pre-Market | 8.83% | 9.23% | 1.05x | Exceeded |
| 2024-06-21 | Pre-Market | 11.14% | 0.38% | 0.03x | Within |
| 2024-09-26 | Pre-Market | 12.35% | 4.99% | 0.40x | Within |
| 2024-12-19 | Pre-Market | 8.75% | 3.45% | 0.39x | Within |
| 2025-04-10 | Pre-Market | 10.05% | 17.00% | 1.69x | Exceeded |
| 2025-06-20 | Pre-Market | 9.46% | 5.49% | 0.58x | Within |
| 2025-09-25 | Pre-Market | 12.71% | 20.07% | 1.58x | Exceeded |
| 2025-12-18 | Pre-Market | 9.68% | 4.21% | 0.43x | Within |
| 2026-04-14 | Pre-Market | 10.85% | 15.12% | 1.39x | Exceeded |
| 2026-06-17 | Pre-Market | 12.67% | 8.98% | 0.71x | Within |
| 2026-09-29 | Pre-Market | 13.00% | 4.74% | 0.36x | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
KMX Options Activity & IV Rank
KMX IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 53.5%
7-DTE IV: 50.7%
Expected Move: $5.43
7-DTE Move: $5.43
Days to Exp: 21 (2026-11-20)
Options Flow
Call Volume: 243
Put Volume: 571
P/C Volume: 2.35
BEARISH
Call OI: 4,946
Put OI: 4,335
P/C OI: 0.876
Total OI: 9,281
ATM Options Pricing
ATM Call: $3.08
ATM Put: $2.35
Call %: 5.5%
Put %: 4.2%
Chain Summary
Chain Volume: 5,316
Chain OI: 51,686
Last Updated: 10/30/2026
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Dealer Positioning
TYPICAL γ
Estimated net dealer gamma is at the 62nd percentile of this name's own daily history, within its typical range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
62%
vs own history
GEX tilt
+0.20
OI-weighted, today
Vanna tilt
+0.42
δ-sensitivity to IV
Charm tilt
-0.60
δ-decay vs time
Vanna tilt +0.42: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -0.60: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.
? What is this?
· 36 ATM contracts, 12k total OI
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
—
—
pts
EXTREME
as of Oct 30 · No data
30 DTE / 10d
—
—
pts
EXTREME
as of Oct 30 · No data
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)8.4LowOct 30
IV Rank (30 DTE)61.2MediumOct 30
Straddle Price (30 DTE)$5.43Oct 30
Beta Analysis
Risk Metrics
Beta: 1.1953
Alpha: 29.03%
Correlation: 0.2929
R-Squared: 8.6%
Stock Volatility: 52.2%
Market Volatility: 12.8%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Above average volatility - stock moves with market amplification
Above average volatility - stock moves with market amplification
Beta & Alpha Over Time
KMX Institutional Ownership (13F)
Latest filings — 2026-09-30
? 13F Guide
Diluted shares outstanding: 143,201,500 (as of 2026-08-31)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
24 filers$187.95M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $42.95M | 22.85% | 2026-06-30 |
| 2 | Citadel Advisors LLC Custodian | $24.53M | 13.05% | 2026-06-30 |
| 3 | Walleye Trading LLC | $23.49M | 12.50% | 2026-06-30 |
| 4 | IMC-Chicago, LLC Custodian | $21.90M | 11.65% | 2026-06-30 |
| 5 | Jane Street Group, LLC Custodian | $21.55M | 11.46% | 2026-06-30 |
| 6 | Point72 Asset Management, L.P. | $9.35M | 4.97% | 2026-06-30 |
| 7 | Simplex Trading, LLC Custodian | $9.09M | 4.83% | 2026-06-30 |
| 8 | GROUP ONE TRADING LLC Custodian | $8.13M | 4.33% | 2026-06-30 |
| 9 | Wolverine Trading, LLC Custodian | $6.72M | 3.58% | 2025-09-30 |
| 10 | D. E. Shaw & Co., Inc. Custodian | $2.88M | 1.53% | 2026-06-30 |
| 11 | Squarepoint Ops LLC | $2.86M | 1.52% | 2026-06-30 |
| 12 | UBS Group AG Custodian | $2.62M | 1.39% | 2026-06-30 |
| 13 | CAPITAL FUND MANAGEMENT S.A. | $2.25M | 1.20% | 2026-06-30 |
| 14 | Qube Research & Technologies Ltd | $2.24M | 1.19% | 2026-06-30 |
| 15 | Alphadyne Asset Management LP | $1.67M | 0.89% | 2026-06-30 |
| 16 | Walleye Capital LLC | $1.40M | 0.75% | 2026-06-30 |
| 17 | Cubist Systematic Strategies, LLC | $1.26M | 0.67% | 2025-09-30 |
| 18 | Millennium Management LLC Custodian | $1.06M | 0.57% | 2026-06-30 |
| 19 | DAVENPORT & Co LLC | $782.56K | 0.42% | 2026-09-30 |
| 20 | TUDOR INVESTMENT CORP ET AL | $486.59K | 0.26% | 2026-06-30 |
| 21 | Twin Tree Management, LP | $412.54K | 0.22% | 2026-06-30 |
| 22 | Two Sigma Investments, LP Custodian | $290.89K | 0.15% | 2026-06-30 |
| 23 | Advisory Services Network, LLC Custodian | $26.45K | 0.01% | 2026-06-30 |
| 24 | CAPTRUST FINANCIAL ADVISORS | $5.29K | <0.01% | 2026-06-30 |
25 filers$171.46M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $43.14M | 25.16% | 2026-06-30 |
| 2 | UBS Group AG Custodian | $37.82M | 22.06% | 2026-06-30 |
| 3 | IMC-Chicago, LLC Custodian | $17.60M | 10.26% | 2026-06-30 |
| 4 | Citadel Advisors LLC Custodian | $14.68M | 8.56% | 2026-06-30 |
| 5 | Point72 Asset Management, L.P. | $10.64M | 6.21% | 2026-06-30 |
| 6 | Jane Street Group, LLC Custodian | $6.25M | 3.64% | 2026-06-30 |
| 7 | D. E. Shaw & Co., Inc. Custodian | $5.42M | 3.16% | 2026-06-30 |
| 8 | LMR Partners LLP | $5.29M | 3.08% | 2026-06-30 |
| 9 | Walleye Trading LLC | $4.72M | 2.75% | 2026-06-30 |
| 10 | Wolverine Trading, LLC Custodian | $4.21M | 2.46% | 2025-09-30 |
| 11 | GROUP ONE TRADING LLC Custodian | $3.85M | 2.24% | 2026-06-30 |
| 12 | CAPITAL FUND MANAGEMENT S.A. | $3.45M | 2.01% | 2026-06-30 |
| 13 | Simplex Trading, LLC Custodian | $2.78M | 1.62% | 2026-06-30 |
| 14 | Alphadyne Asset Management LP | $2.48M | 1.45% | 2026-06-30 |
| 15 | Walleye Capital LLC | $1.92M | 1.12% | 2026-06-30 |
| 16 | BNP Paribas Financial Markets Custodian | $1.69M | 0.99% | 2026-06-30 |
| 17 | Twin Tree Management, LP | $1.09M | 0.64% | 2026-06-30 |
| 18 | Qube Research & Technologies Ltd | $1.06M | 0.62% | 2026-06-30 |
| 19 | Squarepoint Ops LLC | $904.42K | 0.53% | 2026-06-30 |
| 20 | Cubist Systematic Strategies, LLC | $821.12K | 0.48% | 2025-09-30 |
| 21 | Two Sigma Investments, LP Custodian | $661.12K | 0.39% | 2026-06-30 |
| 22 | Millennium Management LLC Custodian | $391.39K | 0.23% | 2026-06-30 |
| 23 | TUDOR INVESTMENT CORP ET AL | $322.63K | 0.19% | 2026-06-30 |
| 24 | PEAK6 LLC | $264.45K | 0.15% | 2026-06-30 |
| 25 | SG Americas Securities, LLC | $14.00K | <0.01% | 2026-06-30 |
KMX Insider Trading (Form 4)
Latest: 2026-06-29Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-06-29 | Pietro Satriano | Director | Award (A) | +3,696 | — | EDGAR | |
| 2026-06-29 | James Francis Kessler | Director | Award (A) | +3,696 | — | EDGAR | |
| 2026-06-29 | Peter J Bensen | Director | Award (A) | +3,696 | — | EDGAR | |
| 2026-06-29 | Thomas J Folliard | Director | Award (A) | +3,696 | — | EDGAR | |
| 2026-06-29 | Marcella Shinder | Director | Award (A) | +3,696 | — | EDGAR | |
| 2026-06-29 | William C Cobb | Director | Award (A) | +3,696 | — | EDGAR | |
| 2026-06-29 | David W. McCreight | Director | Award (A) | +3,696 | — | EDGAR | |
| 2026-06-29 | Sona Chawla | Director | Award (A) | +3,696 | — | EDGAR | |
| 2026-06-29 | Robert OShaughnessy | Director | Award (A) | +3,696 | — | EDGAR | |
| 2026-06-29 | Mark F ONeil | Director | Award (A) | +3,696 | — | EDGAR | |
| 2026-06-26 | Sona Chawla | Director | Buy (P) | +2,000 | $53.39 | $106.8K | EDGAR |
| 2026-06-26 | Marcella Shinder | Director | Buy (P) | +574 | $52.01 | $29.9K | EDGAR |
| 2026-06-26 | Mark F ONeil | Director | Buy (P) | +9,600 | $52.36 | $502.7K | EDGAR |
| 2026-06-24 | Keith Barr | President and CEO | Buy (P) | +9,400 | $53.01 | $498.2K | EDGAR |
| 2026-06-24 | Thomas J Folliard | Director | Mixed | +11,237 | $51.91 | $583.3K | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
KMX Insider Holdings
23 insiders · @ $55.58
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Thomas J Folliard | Interim Executive Chair | 227,754 | $12.66M | -$218.74M | 67 | 2026-06-29 |
| 2 | William D Nash | President & CEO | 206,731 | $11.49M | -$108.13M | 54 | 2025-05-05 |
| 3 | Mark F ONeil | Director | 49,870 | $2.77M | $1.25M | 11 | 2026-06-29 |
| 4 | David W. McCreight | Interim President and CEO | 39,530 | $2.20M | $0 | 11 | 2026-06-29 |
| 5 | Shira Goodman | Director | 39,325 | $2.19M | -$1.60M | 28 | 2025-07-02 |
| 6 | Mitchell D Steenrod | Director | 38,330 | $2.13M | -$484.2K | 22 | 2025-10-03 |
| 7 | Keith Barr | President and CEO | 33,375 | $1.85M | $498.2K | 3 | 2026-06-24 |
| 8 | Marcella Shinder | Director | 28,689 | $1.59M | $29.9K | 13 | 2026-06-29 |
| 9 | Peter J Bensen | Director | 28,492 | $1.58M | $431.0K | 12 | 2026-06-29 |
| 10 | James Lyski | EVP, Chief Growth & Strat Off | 27,164 | $1.51M | -$26.76M | 27 | 2025-05-05 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
KMX Board & Officers
As of SEC filings through Oct 8, 2026Directors 11
- Thomas J Folliard · listed since Jul 2006
- Marcella Shinder · since Apr 13, 2015
- Sona Chawla · since Apr 24, 2017
- Peter J Bensen · since Apr 1, 2018
- David W. McCreight · since Jun 26, 2018
- Pietro Satriano · since Oct 1, 2018
- Mark F ONeil · since Oct 7, 2019
- Keith Barr · since Mar 16, 2026
- James Francis Kessler · since Jun 23, 2026
- Robert OShaughnessy · since Jun 23, 2026
- William C Cobb · since Jun 23, 2026
Officers 9
- Keith Barr · President and CEO · since Mar 16, 2026
- Enrique N Mayor-Mora · EVP & CFO · listed since Apr 2022
- Charles Joseph Wilson · EVP and COO · listed since Dec 2022
- Diane L Cafritz · EVP, Chief Innov & People Off · listed since Apr 2025
- Elizabeth Dirgins · EVP, Chief Digital & Cust Off · since Oct 5, 2026
- John M Stuckey III · SVP, Gen Counsel & Secretary · since Jul 7, 2024
- Mohammad Shamim · EVP and CITO · listed since Apr 2021
- Jon G Daniels · EVP, Caf · listed since May 2025
- Jill A Livesay · VP, Controller & PAO · since Nov 14, 2016
Changes in the last 10 years (45)
| Oct 5, 2026 | Elizabeth Dirgins became EVP, Chief Digital & Cust Off |
| Jun 24, 2026 | Thomas J Folliard no longer listed as Interim Executive Chair in SEC filings |
| Jun 23, 2026 | William C Cobb became a director |
| Jun 23, 2026 | Robert OShaughnessy became a director |
| Jun 23, 2026 | James Francis Kessler became a director |
| May 12, 2026 | The company announced the departure of Shira Goodman from the board in an SEC filing |
| May 12, 2026 | The company announced the departure of Mitchell D Steenrod from the board in an SEC filing |
| Mar 24, 2026 | Tyler Tuite reported in an SEC filing no longer being SVP & Chief Product Officer |
| Mar 18, 2026 | David W. McCreight no longer listed as Interim President and CEO in SEC filings |
| Mar 16, 2026 | Keith Barr became a director |
| Mar 16, 2026 | Keith Barr became President and CEO |
| Dec 30, 2025 | Thomas J Folliard first listed as Interim Executive Chair in an SEC filing |
| Dec 30, 2025 | David W. McCreight first listed as Interim President and CEO in an SEC filing |
| Nov 4, 2025 | The company announced the departure of William D Nash from the board in an SEC filing |
| May 9, 2025 | The company announced the departure of James Lyski as EVP, Chief Growth & Strat Off in an SEC filing |
| May 5, 2025 | Jon G Daniels listed as EVP, Caf (previously SVP, Caf) in SEC filings |
| Apr 11, 2025 | Diane L Cafritz listed as EVP, Chief Innov & People Off (previously EVP, General Counsel & CCO) in SEC filings |
| Jan 28, 2025 | The company announced the departure of Ronald E Blaylock from the board in an SEC filing |
| Jan 3, 2025 | James Lyski listed as EVP, Chief Growth & Strat Off (previously EVP, Chief Inn & Strat Officer) in SEC filings |
| Jul 7, 2024 | John M Stuckey III became SVP, Gen Counsel & Secretary |
| Jun 25, 2024 | Tyler Tuite became SVP & Chief Product Officer |
| Apr 12, 2024 | James Lyski listed as EVP, Chief Inn & Strat Officer (previously EVP & Chief Marketing Officer) in SEC filings |
| Jan 24, 2024 | Diane L Cafritz listed as EVP, General Counsel & CCO (previously EVP, General Counsel & CHRO) in SEC filings |
| Jan 3, 2023 | William D Nash first listed as a director in an SEC filing |
| Dec 30, 2022 | Charles Joseph Wilson listed as EVP and COO (previously SVP) in SEC filings |
| Apr 28, 2022 | Enrique N Mayor-Mora listed as EVP & CFO (previously SVP & CFO) in SEC filings |
| Apr 28, 2022 | Diane L Cafritz listed as EVP, General Counsel & CHRO (previously SVP, Legal & CHRO) in SEC filings |
| Mar 11, 2022 | The company announced the departure of Robert J. Hombach from the board in an SEC filing |
| Apr 29, 2021 | Mohammad Shamim listed as EVP and CITO (previously SVP and CIO) in SEC filings |
| Apr 29, 2021 | Diane L Cafritz listed as SVP, Legal & CHRO (previously SVP & CHRO) in SEC filings |
| Feb 5, 2020 | Thomas W Reedy JR listed as EVP of Finance (previously EVP & CFO) in SEC filings |
| Oct 25, 2019 | Enrique N Mayor-Mora became SVP & CFO |
| Oct 7, 2019 | Mark F ONeil became a director |
| Apr 25, 2019 | Edwin J Hill listed as EVP & COO (previously EVP) in SEC filings |
| Oct 1, 2018 | Pietro Satriano became a director |
| Jun 26, 2018 | David W. McCreight became a director |
| Apr 1, 2018 | Robert J. Hombach became a director |
| Apr 1, 2018 | Peter J Bensen became a director |
| Nov 1, 2017 | Darren C Newberry became SVP |
| Nov 1, 2017 | Charles Joseph Wilson became SVP |
| May 3, 2017 | James Lyski listed as EVP & Chief Marketing Officer (previously SVP & Chief Marketing Officer) in SEC filings |
| Apr 24, 2017 | Sona Chawla became a director |
| Apr 1, 2017 | Diane L Cafritz became SVP & CHRO |
| Dec 28, 2016 | Thomas J Folliard no longer listed as CEO in SEC filings |
| Nov 14, 2016 | Jill A Livesay became VP, Controller & PAO |
Not reported recently (12)
- William D Nash · Last reported as President & CEO in an SEC filing dated May 5, 2025
- Darren C Newberry · Last reported as SVP in an SEC filing dated May 7, 2024
- Edwin J Hill · Last reported as EVP & COO in an SEC filing dated Jul 13, 2021
- Eric M Margolin · Last reported as EVP, Gen. Counsel & Secretary in an SEC filing dated Jul 1, 2021
- Thomas W Reedy JR · Last reported as EVP of Finance in an SEC filing dated Jan 14, 2021
- William R Tiefel · Last reported as a director in an SEC filing dated Jan 18, 2019
- William C Wood Jr. · Last reported as EVP & COO in an SEC filing dated Jun 28, 2018
- W Robert Grafton · Last reported as a director in an SEC filing dated Jan 3, 2018
- Edgar H Grubb · Last reported as a director in an SEC filing dated Dec 29, 2017
- Jeffrey E Garten · Last reported as a director in an SEC filing dated Jun 30, 2017
- Alan B. Colberg · Last reported as a director in an SEC filing dated Jun 30, 2017
- John T Standley · Last reported as a director in an SEC filing dated Jun 30, 2017
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
KMX Proposed Insider Sales (Form 144)
Latest: 2025-07-02
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
0 filings
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2025-07-02 | JON DANIELS | Officer | 1,540 | $108.8K | 2025-07-02 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2025-01-28 | Tuite Tyler | Officer | 4,869 | $411.8K | 2025-01-28 | MORGAN STANLEY SMITH BARNEY LLC … | — | EDGAR |
| 2025-01-15 | Mayor-Mora Enrique N | Officer | 5,000 | $407.1K | 2025-01-15 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2025-01-08 | Shamim Mohammad | Officer | 12,845 | $1.05M | 2025-01-08 | MORGAN STANLEY SMITH BARNEY LLC … | — | EDGAR |
| 2025-01-02 | Lyski James | Officer | 57,986 | $4.72M | 2025-01-02 | MORGAN STANLEY SMITH BARNEY LLC … | — | EDGAR |
| 2024-12-26 | Daniels Jon G | Officer | 10,000 | $853.0K | 2024-12-26 | MORGAN STANLEY SMITH BARNEY LLC … | — | EDGAR |
| 2024-12-26 | Daniels Jon G | Officer | 15,000 | $1.27M | 2024-12-24 | MORGAN STANLEY SMITH BARNEY LLC … | — | EDGAR |
| 2024-12-23 | Daniels Jon G | Officer | 22,845 | $1.92M | 2024-12-23 | MORGAN STANLEY SMITH BARNEY LLC … | — | EDGAR |
| 2024-12-23 | Shamim Mohammad | Officer | 22,845 | $1.98M | 2024-12-23 | MORGAN STANLEY SMITH BARNEY LLC … | — | EDGAR |
| 2024-12-23 | Nash William D | Officer | 120,513 | $9.88M | 2024-12-23 | MORGAN STANLEY SMITH BARNEY LLC … | — | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
Recent SEC Filings
Latest: 2026-05-12
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-12 | 0001170010-26-000048 | EDGAR |
| 2026-04-14 | 0001170010-26-000017 | EDGAR |
| 2026-04-09 | 0001104659-26-041539 | EDGAR |
| 2026-03-02 | 0001170010-26-000006 | EDGAR |
| 2026-02-12 | 0001170010-26-000002 | EDGAR |
| 2025-12-18 | 0001170010-25-000129 | EDGAR |
| 2025-11-06 | 0001170010-25-000125 | EDGAR |
| 2025-09-25 | 0001170010-25-000115 | EDGAR |
| 2025-06-26 | 0001170010-25-000086 | EDGAR |
| 2025-06-20 | 0001170010-25-000080 | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-04-15 | 0001170010-26-000021 | EDGAR |
| 2025-04-11 | 0001170010-25-000024 | EDGAR |
| 2024-04-15 | 0001170010-24-000034 | EDGAR |
| 2023-04-13 | 0001170010-23-000010 | EDGAR |
| 2022-04-14 | 0001170010-22-000017 | EDGAR |
| 2021-04-20 | 0001170010-21-000053 | EDGAR |
| 2020-04-21 | 0001170010-20-000033 | EDGAR |
| 2019-04-19 | 0001170010-19-000040 | EDGAR |
| 2018-04-24 | 0001170010-18-000054 | EDGAR |
| 2017-04-21 | 0001170010-17-000053 | EDGAR |
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2025-12-23 | 0001170010-25-000131 | EDGAR |
| 2025-09-26 | 0001170010-25-000118 | EDGAR |
| 2025-06-26 | 0001170010-25-000083 | EDGAR |
| 2025-01-07 | 0001170010-25-000004 | EDGAR |
| 2024-09-27 | 0001170010-24-000130 | EDGAR |
| 2024-06-27 | 0001170010-24-000087 | EDGAR |
| 2024-01-05 | 0001170010-24-000002 | EDGAR |
| 2023-09-29 | 0001170010-23-000114 | EDGAR |
| 2023-06-26 | 0001170010-23-000065 | EDGAR |
| 2023-01-06 | 0001170010-23-000006 | EDGAR |
ETF Holders
142 ETFs hold KMX
25 shown · $1.90B total exposure · 0.21% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | IJR iShares Core S&P Small-Cap ETF | iShares (BlackRock) | 0.45% | $479.6M | $105.6B | 2026-10-29 |
| 2 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.01% | $248.9M | — | 2026-09-30 |
| 3 | VB Vanguard Morningstar Small-Cap ETF | Vanguard | 0.10% | $176.1M | — | 2026-09-30 |
| 4 | AVUV Avantis U.S. Small Cap Value ETF | Avantis | 0.46% | $151.3M | $32.5B | 2026-10-29 |
| 5 | DFSV Dimensional US Small Cap Value ETF | Dimensional | 0.45% | $125.5M | — | 2026-10-29 |
| 6 | VBR Vanguard Morningstar Small-Cap Value ETF | Vanguard | 0.18% | $114.6M | — | 2026-09-30 |
| 7 | VXF Vanguard Extended Market ETF | Vanguard | 0.09% | $88.1M | — | 2026-09-30 |
| 8 | SPSM State Street® SPDR® Portfolio S&P 600™ Small Cap ETF | SPDR (State Street) | 0.45% | $72.9M | $16.2B | 2026-10-29 |
| 9 | IJS iShares S&P Small-Cap 600 Value ETF | iShares (BlackRock) | 0.85% | $66.1M | $7.7B | 2026-10-29 |
| 10 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.15% | $52.7M | — | 2026-10-29 |
| 11 | DFAT Dimensional US Targeted Value ETF | Dimensional | 0.14% | $44.6M | — | 2026-10-29 |
| 12 | SLYV State Street® SPDR® S&P 600™ Small Cap Value ETF | SPDR (State Street) | 0.85% | $43.0M | $5.0B | 2026-10-29 |
| 13 | RWJ Invesco S&P SmallCap 600 Revenue ETF | Invesco | 1.64% | $33.9M | — | 2026-10-29 |
| 14 | IWR iShares Russell Mid-Cap ETF | iShares (BlackRock) | 0.06% | $33.9M | $58.1B | 2026-10-29 |
| 15 | VIOO Vanguard S&P Small-Cap 600 ETF | Vanguard | 0.45% | $27.7M | — | 2026-09-30 |
| 16 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.02% | $18.7M | — | 2026-10-29 |
| 17 | IWD iShares Russell 1000 Value ETF | iShares (BlackRock) | 0.02% | $17.4M | $83.2B | 2026-10-29 |
| 18 | SCHM Schwab U.S. Mid-Cap ETF | Nport | 0.12% | $17.1M | — | 2026-05-31 |
| 19 | EQTY KOVITZ CORE EQUITY ETF | Nport | 1.14% | $16.2M | — | 2026-07-31 |
| 20 | VIOV Vanguard S&P Small-Cap 600 Value ETF | Vanguard | 0.87% | $16.1M | — | 2026-09-30 |
| 21 | VCR Vanguard Consumer Discretionary ETF | Vanguard | 0.21% | $12.7M | — | 2026-09-30 |
| 22 | IWS iShares Russell Mid-Cap Value ETF | iShares (BlackRock) | 0.08% | $11.4M | $14.9B | 2026-10-29 |
| 23 | FNDX Schwab Fundamental U.S. Large Company ETF | Nport | 0.04% | $11.0M | — | 2026-05-31 |
| 24 | ITOT iShares Core S&P Total U.S. Stock Market ETF | iShares (BlackRock) | 0.01% | $10.3M | $95.5B | 2026-10-29 |
| 25 | FMDE Fidelity Enhanced Mid Cap Core ETF | Fidelity | 0.11% | $10.0M | $8.7B | 2026-10-29 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
Trailing P/E
27.11
TTM Diluted EPS
$2.05
TTM Revenue
$27.63B
TTM Net Income
$292.44M
TTM Op. Cash Flow
$1.60B
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q2 '27 | 2026-08-31 | $7.88B | $165.29M | $1.16 | $882.93M |
| Q1 '27 | 2026-05-31 | $8.01B | $185.63M | $1.31 | $17.59M |
| Q4 '26 | 2026-02-28 | $5.95B | $-120.68M | $-0.78 | $-554.27M |
| Q3 '26 | 2025-11-30 | $5.79B | $62.22M | $0.43 | $1.25B |
| Q2 '26 | 2025-08-31 | $6.59B | $95.38M | $0.64 | $785.49M |
| Q1 '26 | 2025-05-31 | $7.55B | $210.38M | $1.38 | $299.54M |
| Q4 '25 | 2025-02-28 | $6.00B | $89.87M | $0.59 | $146.38M |
| Q3 '25 | 2024-11-30 | $6.22B | $125.44M | $0.81 | $-23.35M |
| Q2 '25 | 2024-08-31 | $7.01B | $132.81M | $0.85 | $619.10M |
| Q1 '25 | 2024-05-31 | $7.11B | $152.44M | $0.97 | $-117.69M |
| Q4 '24 | 2024-02-29 | $5.63B | $50.27M | $0.32 | $309.64M |
| Q3 '24 | 2023-11-30 | $6.15B | $82.00M | $0.52 | $210.10M |
Q2 2027 • period ending 2026-08-31 • filed 2026-09-30
Valuation
Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.
Price Multiples
- P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
- P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
- P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
- EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
- EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
- ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
- ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
- Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
- FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
- Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
- Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
- Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
- Multiples expanding while earnings are flat = sentiment-driven rally.
- Multiples compressing while earnings grow = value coming from fundamentals.
P/E
27.11
P/B
1.26
P/S
0.29
EV/EBITDA
22.81
EV/Sales
0.89
ROE
4.6%
ROA
1.1%
Div Yield
0.00%
FCF Yield
20.09%
Debt/Equity
2.66
Current Ratio
—
Market Cap
$7.96B
as of 2026-10-30
Short Interest & Float
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
Metric definitions
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.
Short Interest
9.95M
SI % of Float
7.16%
Days to Cover
3.28
Short Vol Ratio
61.6%
Free Float
139.04M
Float %
98.0%
Short interest 2026-10-15 • Short volume 2026-10-30 • Float 2026-08-24