OPENLANE, Inc. (OPLN) Stock Price & Analysis
OPENLANE, Inc. (OPLN) closed at USD 38.05 on Thursday, October 22, 2026, up 1.63% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 38.05; the Oct 22, 2026 session ranged USD 37.49–38.13 on volume of 772,187 shares. Market capitalization is —, with a 52-week range of USD 24.32–42.9 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 09:22 UTC.
Also available as compact Markdown for AI agents: nexqual.com/OPLN.md
Key facts (OPLN)
- Last four reported quarters (through Jun 30, 2026): revenue $2.08B, net income $201M (9.7% margin), free cash flow $354M (SEC filings).
- 2 of 80 tracked superinvestors hold OPLN (13F, Q2 2026): 0 new, 0 added, 2 reduced, 0 unchanged.
- Insider open-market sales, last ~7 months: 6 Form 4 filings, $279M; 6 not under a Rule 10b5-1 plan ($279M); 0 by opportunistic insiders, 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Insider open-market purchases, last ~7 months: 1 Form 4 filing, $500K; 0 by opportunistic insiders, 0 by routine insiders.
- Total return with dividends: 1Y +41.9% vs S&P 500 +14.9%; 5Y +155.4% vs S&P 500 +80.3%.
- Next earnings: 2026-11-04, EPS estimate USD 0.38, revenue estimate $556M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (OPLN)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $1.45B | $1.53B | $1.70B | $1.79B | $1.93B | $2.08B |
| Operating income | $128M | $94.7M | -$136M | $182M | $197M | $239M |
| Net income | $66.5M | $241M | -$154M | $110M | $178M | $201M |
| EPS (diluted) | $0.16 | $1.30 | -$1.82 | $0.45 | -$0.96 | — |
| Free cash flow | $170M | -$56.8M | $185M | $240M | $337M | $354M |
| Operating margin | 8.8% | 6.2% | -8.0% | 10.2% | 10.2% | 11.5% |
| Net margin | 4.6% | 15.8% | -9.1% | 6.1% | 9.2% | 9.7% |
| Revenue growth | +9.3% | +5.4% | +10.9% | +5.5% | +8.2% | — |
| Cash + short-term investments | $178M | $226M | $93.5M | $143M | $142M | — |
| Total debt | $1.89B | $499M | $365M | $231M | $550M | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (OPLN)
P/E at fiscal year-ends: Dec 2025 17.9x, Dec 2024 19.7x.
Superinvestors (SEC 13F-HR, Q2 2026) (OPLN)
2 of 80 tracked investors hold OPLN. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Bill Nygren | Oakmark Funds | 0.02% | $15.9M | Reduced -32.4% |
| Polen Capital | Polen Capital Management | 0.01% | $1.3M | Reduced -7.2% |
Insider sales (SEC Form 4, open-market, last ~7 months) (OPLN)
0 of 6 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-08-13 | Ignition Acquisition Holdings Lp | 8,000,000 | $275M | 48.7% | No | Too little history (no open-market trades in 2023–2025) | |
| 2026-05-14 | Mitchell William Clyde | President of AFC | 6,500 | $234K | 29% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-05-08 | Richer Tobin P | EVP Marketing & Communications | 4,000 | $153K | 13.9% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-05-06 | Richer Tobin P | EVP Marketing & Communications | 66,709 | $2.4M | 69.9% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-05-06 | Coyle James P | EVP & President, Marketplace | 15,000 | $537K | 20.4% | No | Too little history (no open-market trades in 2023) |
| 2026-05-06 | Coleman Charles S. | EVP, CLO & Secretary | 19,763 | $709K | 21% | No | Too little history (no open-market trades in 2023 or 2024) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Insider purchases (SEC Form 4, open-market, last ~7 months) (OPLN)
1 purchase, $500K. Private placements, offerings, dividend reinvestment and employee stock purchase plan buys are excluded.
| Trade date | Insider | Role | Shares | Value | Avg price | Insider type |
|---|---|---|---|---|---|---|
| 2026-08-24 | Kelly Peter J | Chief Executive Officer | 14,830 | $500K | 33.72 | Too little history (no open-market trades in 2023 or 2025) |
Analysts (OPLN)
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-08-06 | Barclays | Target raised | Overweight | $46 → $49 |
| 2026-07-22 | Barclays | Target raised | Overweight | $40 → $46 |
| 2026-07-09 | B of A Securities | Target raised | Neutral | $37 → $44 |
Total return (dividends reinvested) (OPLN)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +41.9% | +155.4% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +42.1% | +20.6% |
| Volatility (annualized) | 32.7% | 37.3% |
| Max drawdown | -22.1% (Jun 2026→Aug 2026) | -41.0% (Feb 2022→Sep 2022) |
OPLN revenue by business segment (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Marketplace | $447.3M | 80.7% | +19.1% |
| Finance | $107.3M | 19.3% | +1.0% |
| Total revenue | $554.6M | 100% | — |
OPLN revenue by product line (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Auction and Related Fees | $259.0M | 46.7% | +21.1% |
| Purchased vehicle sales | $114.9M | 20.7% | +16.6% |
| Finance revenue | $107.3M | 19.3% | +1.0% |
| SaaS and Other Revenue | $73.4M | 13.2% | +16.3% |
| Total revenue | $554.6M | 100% | — |
OPLN revenue by region (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| U.S. | $339.2M | 61.2% | +24.4% |
| Foreign | $215.4M | 38.8% | +3.0% |
| Total revenue | $554.6M | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
OPLN company outlook (results filed Aug 4, 2026)
- “Previous guidance assumed conversion in June 2026; revised guidance reflects the actual conversion in May 2026.”
Quoted word-for-word from the SEC 8-K results press release.
OPLN analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $0.38 | $0.37 | +1.9% | $555.8M | 9 |
| Next quarter (ends Dec 2026) | $0.32 | $0.32 | +0.7% | $550.2M | 9 |
| Current fiscal year (ends Dec 2026) | $1.44 | $1.40 | +3.1% | $2.19B | 9 |
| Next fiscal year (ends Dec 2027) | $1.74 | $1.67 | +4.1% | $2.37B | 9 |
Key Statistics (as of October 23, 2026 at 09:22 UTC)
| Price | USD 38.05 |
|---|---|
| Change | ▲ 1.63% (up) |
| Previous Close | USD 38.05 |
| Open | USD 38.05 |
| Day Range | USD 37.49 – 38.13 |
| 52-Week Range | USD 24.32 – 42.9 |
| Volume | 772,187 shares |
| Market Cap | — |
| Exchange | NYQ |
Technical Analysis (OPLN)
Nexqual's technical model rates OPLN "BUY" based on 5 bullish and 1 bearish signals across 127 daily candles, as of October 23, 2026 at 09:22 UTC.
| Overall Signal | BUY |
|---|---|
| RSI (14) | 65.52 (neutral) |
| vs SMA50 | Above (USD 35.28) |
| MACD | 0.66 (positive) |
Earnings (OPLN)
| Next Earnings Date | 2026-11-04 |
|---|---|
| EPS Estimate | USD 0.38 |
| Revenue Estimate | $555.83M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 0.4 vs est 0.35 ▲ beat |
| 2026-03-31 | USD 0.35 vs est 0.3 ▲ beat |
| 2025-12-31 | USD 0.25 vs est 0.27 ▼ miss |
| 2025-09-30 | USD 0.35 vs est 0.27 ▲ beat |
Source: Nexqual, October 23, 2026 at 09:22 UTC.
Financials & Fundamentals (OPLN)
| Total Revenue | $2.08B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +15.10% |
| Gross Margin | +45.85% |
| Operating Margin | +16.80% |
| Profit Margin | +9.67% |
| ROE | +11.15% |
| Debt / Equity | 1.57 |
| Current Ratio | 1.17 |
| Total Cash | $189.70M |
| Total Debt | $2.47B |
Source: Nexqual, October 23, 2026 at 09:22 UTC.
Ownership (OPLN)
| Insider Ownership | +7.91% |
|---|---|
| Institutional Ownership | +89.51% |
| Shares Outstanding | 122.07M |
| Float | 112.95M |
| Short % of Float | +2.18% |
Source: Nexqual, October 23, 2026 at 09:22 UTC.
From OPENLANE, Inc.'s Latest SEC 10-K Filing (filed 2026-02-18)
Key Strengths & Strategy (as disclosed to the SEC)
- Our technology and people connect the leading automotive manufacturers, dealers, rental companies, fleet operators, captive finance and lending institutions as buyers and sellers to facilitate approximately 1.5 million annual vehicle transactions with a gross merchandise value ("GMV") of $28.8 billion in 2025.
- For commercial sellers, our proprietary SaaS-based platform supports more than 40 private label digital remarketing applications representing the majority of North American manufacturers and captive finance companies.
- We rely on various intellectual property laws, confidentiality procedures and contractual provisions to protect our proprietary technology and brands.
- Our procedures, proprietary systems, risk models and extensive historical data enable us to manage our credit risk by tracking each vehicle from origination to payoff, while expediting services through our field network.
Partnerships
- Credit lines up to $750,000 are extended using a proprietary scoring model developed internally by AFC.
Legal & Regulatory Risks (Item 1A, quoted)
- Compliance with U.S. and global privacy and data security requirements could result in additional costs and liabilities, and the failure to comply with such requirements could adversely affect our business, financial condition and reputation.
- We may be subject to patent or other intellectual property infringement claims, which could have an impact on our business or operating results due to a disruption in our business operations, the incurrence of significant costs and other factors.
- We are subject to a complex framework of federal, state, local and foreign laws and regulations, which have in the past, and could in the future, subject us to claims, challenge our business model, or otherwise harm our business.
- We are subject to federal, state and international laws, directives and regulations relating to the collection, use, retention, disclosure, security and transfer of personally identifiable information. These laws, directives, regulations and their interpretation and enforcement continue to evolve and may be inconsistent from jurisdiction to jurisdiction.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| VVV | Valvoline Inc. | USD 32.44 | ▲ 4.24% |
| AN | AutoNation, Inc. | USD 161.84 | ▲ 5.77% |
| LAD | Lithia Motors, Inc. | USD 291.07 | ▲ 8.15% |
| RUSHB | Rush Enterprises, Inc. | USD 57.89 | ▼ 1.14% |
| ABG | Asbury Automotive Group Inc | USD 173.43 | ▲ 5.72% |
| KMX | CarMax Inc | USD 52.96 | ▲ 2.85% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:22 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt