MNRO · NASDAQ · Auto - Parts

Monro (MNRO)

Runs a multi-banner chain of tire and undercar-repair stores across the eastern half of the US.

$14.25
vs last close+1.35 (+10.48%)
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Monro, Inc.MNRO
Consumer Discretionary

Operates more than 1,100 tire and undercar-repair stores across a cluster of regional banners including Mr. Tire, Tire Choice and Car-X, selling replacement tires, brake and exhaust work, and routine maintenance under a single reported operating segment.

Runs a chain of more than 1,100 tire and undercar-repair stores concentrated in the Northeast, Mid-Atlantic and Great Lakes, with a Southeast presence and a Los Angeles foothold.

Sells replacement tires and tire services alongside undercar repair — brakes, mufflers, steering, suspension and alignment — plus routine maintenance, through regional banners such as Mr. Tire, Tire Choice, Tire Warehouse and Ken Towery's, plus a smaller Car-X franchise network, all reported as one segment.

Grew through acquisitions of well-run regional chains since the late 1990s, keeping acquired brands intact. A chief executive appointed in 2025 closed underperforming stores and paused acquisitions to sharpen operating discipline, ending a multi-year comparable-sales slide.

Results track tire tariff costs, technician labor inflation, miles driven and consumer spending, with weather adding swings. An activist investor built a stake near one-seventh of shares outstanding by late 2025.

Company facts

CEOPeter D. Fitzsimmons
ListedJul 30, 1991
ExchangeNASDAQ
HeadquartersFairport, NY
CountryUnited States
Employees7,360
CIK0000876427
ISINUS6102361010

Market cap$403.3M
EPS (ttm)$0.2200
P/E (ttm)58.64
ROE1.4%
P/B0.6924
P/S0.3528
Dividend yieldDiv yield8.68%
Beta1.90vs XLY 0.71

Price target$16.50+27.9%Average of 24 analysts
ConsensusHold15 of 24 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Jul 30, 2026StephensReiterate
Rating: Target:
Rating: OverweightTarget: $17
Jun 11, 2026Wells FargoReiterate
Rating: Target: $18
Rating: Equal WeightTarget: $16
Feb 11, 2026OppenheimerTarget
Target:
Target: $40
Oct 21, 2025Wells FargoReiterate
Rating: Target: $15
Rating: Equal WeightTarget: $18
Apr 4, 2025Stephens & Co.Upgrade
Rating: Equal Weight
Rating: Overweight

Next report
Nov 4, 26
in 43 days
EPS estimate
$0.05
Revenue estimate
$285.1M
Fiscal quarter
Q2 FY27

EPSReportedEstimate

Jan '25May '25Jul '25Oct '25Jan '26May '26Jul '26Nov '26
Reported$0.19−$0.09$0.22$0.21$0.16−$0.16−$0.09Pending
Estimate$0.31$0.09$0.17$0.18$0.12−$0.04$0.04$0.05
Surprise−38.7%−200.0%+29.4%+16.7%+33.3%−300.0%−325.0%

RevenueReportedEstimate

Jan '25May '25Jul '25Oct '25Jan '26May '26Jul '26Nov '26
Reported$305.8M$295.0M$301.0M$288.9M$293.4M$273.8M$287.1MPending
Estimate$311.1M$289.5M$296.1M$297.4M$295.2M$283.5M$286.3M$285.1M
Surprise−1.7%+1.9%+1.7%−2.8%−0.6%−3.4%+0.3%
Estimate$0.05
ReportedDue Nov 4, 2026
Estimate$285.1M
ReportedDue Nov 4, 2026
View details

Debt to equity90.60%
Current ratio49.00%

ProfitabilityRevenueNet incomeNet margin

Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26Q4 FY26Q1 FY27
Revenue$301.4M$305.8M$295.0M$301.0M$288.9M$293.4M$273.8M$287.1M
Net income$5.6M$4.6M−$21.3M−$8.1M$5.7M$11.1M−$6.6M−$2.1M
Net margin1.9%1.5%0.0%0.0%2.0%3.8%0.0%0.0%

GrowthOperating income

Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26Q4 FY26Q1 FY27
Operating income$13.2M$10.0M$1.4M−$6.1M$12.8M$18.6M$3.1M$3.7M
YoY growth−40.9%−53.4%−86.1%Turned loss−3.4%+86.4%+118.8%Turned profit

Balance sheet, Jun 27, 2026Cash & short-term investments $9.5M · Total debt $527.8M · Total assets $1.56B · Shareholders' equity $582.5M

Revenue
$287.1M
Operating income
$3.7M
Net income
−$2.1M
View details

Dividend yield
8.68%
Next ex-date
Nov 25, 26
estimated · in 64 days
Annual dividend
$1.12
per share
Schedule
Quarterly
4 payments a year

HistoryDividendAnnual yield

Dec '24Feb '25Jun '25Aug '25Dec '25Feb '26Jun '26Aug '26
Dividend$0.28$0.28$0.28$0.28$0.28$0.28$0.28$0.28
Annual yield4.07%6.00%6.93%6.67%5.92%4.98%7.10%8.02%
Ex-dateDec 3Feb 25Jun 3Aug 26Dec 2Feb 24Jun 2Aug 25
Payment dateDec 17Mar 11Jun 17Sep 9Dec 16Mar 10Jun 16Sep 8
View details

Institutions111.80%34.95M shares
188 holders · as of Jun 30, 2026
Insiders6.25%1.95M shares
13 holders · as of Aug 13, 2026
Adds to118.05%

31.26M company shares as of Sep 11, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

These groups come from separate filings that can overlap, so they add to 118.05%; nothing is left for Other.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
Icahn Carl CInstitution
16.24%5.08Mas of Jun 30, 2026
Wasatch Advisors, Inc.Institution
14.10%4.41Mfiled Feb 10, 2022
T. Rowe Price Investment Management, Inc.Institution
12.30%3.84Mfiled Aug 10, 2022
Gamco Investors, Inc. et alInstitution
8.77%2.74Mas of Jun 30, 2026
BlackRock, Inc.Institution
8.38%2.62Mas of Jun 30, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Feb 5, 2026Peter D. Fitzsimmonsofficer: President and CEO+12,750$19.68
Feb 3, 2026Peter D. Fitzsimmonsofficer: President and CEO+13,350$18.80
Nov 5, 2025Carl C. Icahn10 percent owner+108,270$17.23
Nov 6, 2025Carl C. Icahn10 percent owner+428,967$17.40
Nov 7, 2025Carl C. Icahn10 percent owner+101,422$17.48
View details

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Compare

CompanyPriceChange
Monro$14.25+10.48%$403.3M58.659.20.4−4.6%
Driven Brands$12.30+1.59%$2.00B11.49.41.1−7.9%
Valvoline$28.52+7.14%$3.40B36.015.81.7+24.1%
Goodyear$5.53+10.06%$1.44B0.1−4.8%
AutoZone$2,937.13+4.78%$45.76B19.316.82.3+5.6%
O'Reilly Automotive$86.58+4.46%$68.68B26.425.03.7+8.1%
Median22.816.31.7+5.6%