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USConsumer Cyclical

OPENLANE, Inc. (OPLN)

US · Consumer Cyclical · Auto & Truck Dealerships

$34.26-2.28%
Last close · 2026-09-17

Latest quarter · ended 2026-06-30

Revenue
$554.6M
Revenue YoY
+15.1%
Net profit
$44.3M
Profit YoY
+32.6%
EPS
$0.40
EPS estimate
$0.35
Net margin
8.0%

EPS came in at 0.40 against a street estimate of 0.35 — a beat of 14.3%.

Key statistics

Market cap
$4.31B
Forward P/E
21.9
P/B
2.70
Book value
$12.78
EPS (TTM)
$-0.63
52-week high
$42.90
52-week low
$24.32
50-day MA
$37.61
200-day MA
$32.82
Beta
1.26

Analyst view

with an average price target of $46.22.

From the latest earnings call · 2026-08-04

CONFIDENT OPENLANE delivered 15% revenue growth and 19% adjusted EBITDA growth in Q2 2026, with U.S. dealer volumes surging 31% YoY. Raised full-year EBITDA guidance to $385–$400M. Commercial segment accelerated 39% on new OEM customer and off-lease inflection. Q2 2026 U.S. dealer accelerating from new buyer/seller activations and go-to-market investments. Canada lapping tariff pull-forward from prior year. U.S. commercial driven by new OEM and off-lease acceleration, though elevated vehicle values slowed payoff waterfall in Q2. Analysts pressed on origin of growth (digital vs. physical share capture), expense levels for go-to-market, and commercial waterfall dynamics. Management emphasized secular shift to digital as primary driver, detailed disciplined pacing of new spend, and attributed Q2 waterfall pause to temporary equity elevation. 2026-08-04…

Full summary in the app.

Shareholding

Insiders
7.91%
Institutions
89.53%

Largest institutional holders

FundStake
BlackRock Inc12.68%
Dimensional Fund Advisors, Inc.5.35%
Bank of Montreal5.26%
BMO Capital Markets Corp.5.26%
Vanguard Portfolio Management, LLC4.99%
Hawk Ridge Management LLC4.07%
Vanguard Capital Management, LLC3.92%
State Street Corp3.34%

Recent filings & reports

DocumentDate
Company announcement · Q3 2026
OPENLANE, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Secondary stock offering of 8,000,000 shares priced and closed on August 13, 2026 • Gross proce
2026-08-13
Quarterly report · Q2 2026
OPENLANE, INC. - Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Total operating revenues Q2 2026: $554.6 million (vs. $481.7 million Q2 2025, +15% YoY) • S
2026-08-04
Results announced · Q3 2026
OPENLANE, INC. – Q2 2026 FINANCIAL SUMMARY HEADLINE NUMBERS • Total Revenue (Q2 2026): $554.6 million, up 15% from $481.7 million (Q2 2025) • Total
2026-08-04
Board / officer change · Q2 2026
OPENLANE, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Board size increased from 9 to 10 directors on June 9, 2026 • New director appointment effectiv
2026-06-12
Shareholder vote results · Q2 2026
OPENLANE, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual stockholder meeting held June 5, 2026 • Company trades on NYSE under ticker symbol OPLN
2026-06-08
Quarterly report · Q1 2026
OPENLANE, INC. - Q1 2026 SUMMARY HEADLINE NUMBERS • Total operating revenues: $527.9 million (Q1 2026) vs. $460.1 million (Q1 2025), up 14.7% • Net
2026-05-05
Proxy statement · Q2 2026
OPENLANE, INC. — PROXY STATEMENT SUMMARY FOR RETAIL INVESTORS CEO COMPENSATION & CHANGE • Peter Kelly (CEO) 2025 Total Compensation: $13,365,000 • B
2026-04-24
Annual report FY2025
OPENLANE, INC. - 10-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Annual vehicle transactions: Approximately 1.5 million vehicles in 2025 • Gros
2026-02-18

Readable in the app.

Deals & corporate news

AnnouncementDate
Incremental term loans arranged to finance share repurchases
OPENLANE, Inc. borrowed $550 million in new term loans on October 8, 2025, to finance the repurchase of preferred stock from two investors: Apax Partners (paying $482.4 million for 288,322 s
2025-10-08

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Data updated 2026-09-18.