MNRO MONRO, INC. Insider Trading

CEO Peter Fitzsimmons bought 12,750 shares of MNRO at $19.68 on 2026-02-05; second consecutive purchase in two days; stock +18.5% over 90 days.

FITZSIMMONS PETER D, President and CEO, purchased 12,750 shares (12.8K shares) at $19.68 on 2026-02-05, bringing his holdings to 112,033 shares (112.0K shares). This represents a 12.8% increase in his position from 99,283 shares (99.3K shares) and follows a purchase two days prior on 2026-02-03. The transaction occurred at a price 6.4% below the current market price of $21.04 and represents the second open-market buy in as many days, suggesting sustained acquisition activity. The company faces headwinds: annual revenue declined 6.4% year-over-year and reported negative full-year net income, though the latest quarter showed $293,387,000.00 in revenue and $11,139,000.00 in net income. With a market cap of $631,613,646.40, the CEO's repeated purchases near recent lows (current price -1.9% from the 52-week high of $21.44) warrant investor scrutiny regarding the company's operational recovery prospects.

CEO FITZSIMMONS buys 13,350 MNRO shares at $18.80 amid -6.4% revenue decline and full-year unprofitability

FITZSIMMONS PETER D, President and CEO of MONRO, INC., purchased 13,350 shares at $18.80 on 2026-02-03, increasing his holdings by 15.5% to 99,283 shares total. The purchase occurred with the stock trading at $20.14 (current), within its 52-week range of $12.22–$21.44 and 6.1% below the 52-week high. The company's fundamentals show significant headwinds: annual revenue declined 6.4% to $293,387,000.00, the company posted a net loss over its most recent full fiscal year (net income was negative), and latest quarterly net income stands at $11,139,000.00 on revenue of $293,387,000.00. The open-market purchase represents an affirmative capital commitment by the CEO at a time when the company is shrinking and unprofitable on a full-year basis. This buy-in by the top executive provides a direct counterweight to the negative growth trend, though the timing and sizing relative to company performance warrant investor scrutiny.

Carl Icahn purchases 638,659 shares of MNRO at blended $17.38, expanding stake to 5.08M shares (+14.4%)

Carl Icahn, a 10% owner of Monro, Inc., executed 3 separate open-market purchases totaling 638,659 shares for $11,102,374.46 between November 5–7, 2025, at a blended average price of $17.38, raising his total holdings from 4,439,914 shares to 5,078,573 shares. The current stock price of $17.51 sits 41.2% below the 52-week high of $29.78, and the company is facing headwinds: annual revenue contracted 6.4% year-over-year, full-year net income was negative, and the latest quarterly revenue of $288,914,000.00 generated only $5,665,000.00 in net income. Across Icahn's broader trading history, his 19 prior open-market buys averaged 90-day returns of +5.9% with a 100.00% win rate, though at MNRO specifically this is a follow-on move after a November 4 purchase and prior outcomes remain unmeasurable. The scale of this acquisition—a 14.4% increase in his existing stake—alongside deteriorating fundamentals and depressed price levels relative to 52-week highs warrants monitoring for what this accumulation may signal about Icahn's assessment of value or intentions at the company.

Carl Icahn buys 639.5K shares of MNRO at $15.19 ($9.7M), raising stake to 4.44M shares (+16.8%)

Carl Icahn, a 10% owner of Monro, acquired 639,473 shares at $15.19, increasing his holdings from 3.80M to 4.44M shares—a 16.8% increase in his existing stake. The purchase represents a $9.7M investment, but MNRO's current price of $17.58 reflects the stock at -41.0% from its 52-week high and near the low end of its $12.22–$29.78 range. Monro's fundamentals are challenged: the company posted -6.4% annual revenue decline and was unprofitable over its most recent full fiscal year (despite a $5.7M net income in the latest quarter). Icahn's cross-ticker track record shows 19 prior open-market buys with a 100.00% 90-day win rate and +5.9% average 90-day return, but this represents his first measurable purchase at MNRO specifically, offering no same-ticker baseline for comparison.