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USConsumer Cyclical

Penske Automotive Group Inc (PAG)

US · Consumer Cyclical · Auto & Truck Dealerships

$214.75+0.28%
Last close · 2026-09-17

Latest quarter · ended 2026-06-30

Revenue
$8.51B
Revenue YoY
+6.0%
Net profit
$260.4M
Profit YoY
-2.3%
EPS
$3.62
EPS estimate
$3.38
Net margin
3.1%

EPS came in at 3.62 against a street estimate of 3.38 — a beat of 7.1%.

Key statistics

Market cap
$14.06B
P/E
15.7
Forward P/E
15.2
P/B
2.44
Book value
$88.56
EPS (TTM)
$13.64
Dividend yield
2.61%
52-week high
$225.51
52-week low
$138.01
50-day MA
$213.08
200-day MA
$176.01
Beta
0.83

Analyst view

Analysts rate Penske Automotive Group Inc a buy (5 buy, 5 hold, 1 sell out of 11) with an average price target of $212.14.

From the latest earnings call · 2026-07-29

CONFIDENT PAG posted strong Q2 with 6% revenue growth to $8.5B, $3.96 EPS. Class 8 truck orders surged 170% YoY; commercial truck and PTS margins recovered. UK market remains pressured; Australian energy solutions tracking toward AUD 1B target by 2030. Q2 2026 US auto solid; UK market turbulent due to ZEV mandate and Chinese brand competition (15% share, primarily low-cost). Australia mining/energy solutions business accelerating with $660M order backlog. Analysts probed truck order conversion timing (45–60 days, H2 upside), margin drivers in Australia (product mix), and PTG growth within Daimler exclusivity. Management confident on conversion and emphasized flexibility in capital allocation and disciplined acquisition pace. 2026-07-29…

Full summary in the app.

Shareholding

Insiders
21.18%
Institutions
80.99%

Largest institutional holders

FundStake
BlackRock Inc3.66%
Dimensional Fund Advisors, Inc.2.51%
Victory Capital Management Inc.2.50%
Bank of Montreal1.26%
BMO Capital Markets Corp.1.26%
Vanguard Portfolio Management, LLC1.24%
Vanguard Capital Management, LLC1.15%
LSV Asset Management1.03%

Recent filings & reports

DocumentDate
Company announcement · Q3 2026
PENSKE AUTOMOTIVE GROUP, INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • Acquisition proposal price: $210 per share in cash for remaining shares not owne
2026-08-10
Quarterly report · Q2 2026
PENSKE AUTOMOTIVE GROUP, INC. - Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Total Revenue (6 months ended June 30, 2026): $16,376.3 million vs. $15,986.
2026-07-30
Results announced · Q3 2026
PENSKE AUTOMOTIVE GROUP - Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Quarterly Revenue: $8.5 billion, up 6% from $8.0 billion in Q2 2025 • Net Inco
2026-07-29
Company announcement · Q3 2026
PENSKE AUTOMOTIVE GROUP, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Quarterly dividend declared at $1.44 per share • Payment date: September 1, 2026
2026-07-23
Company announcement · Q3 2026
PENSKE AUTOMOTIVE GROUP, INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • Acquisition proposal price: $210 per share in cash for all remaining shares not
2026-07-22
Quarterly report · Q1 2026
PENSKE AUTOMOTIVE GROUP, INC. – Q1 2026 SUMMARY HEADLINE NUMBERS • Total revenues Q1 2026: $7,863.6 million (down from $7,953.8 million in Q1 2025)
2026-04-30
Proxy statement · Q2 2026
PENSKE AUTOMOTIVE GROUP, INC. — 2026 PROXY STATEMENT SUMMARY CEO COMPENSATION • Roger S. Penske (Chair and CEO) — Total compensation figures not pro
2026-03-20
Annual report FY2025
PENSKE AUTOMOTIVE GROUP, INC. - 10-K SUMMARY (FISCAL YEAR 2025) HEADLINE NUMBERS • Total Revenue 2025: $31.8 billion - Retail automotive dealershi
2026-02-27

Readable in the app.

Corporate actions

ActionDetailDate
Dividend$1.44 / share
ex-date Aug 14, 2026 · pay Sep 1, 2026
2026-08-14
Dividend$1.42 / share
ex-date May 26, 2026 · pay Jun 3, 2026
2026-05-26
Dividend$1.40 / share
ex-date Feb 25, 2026 · pay Mar 5, 2026
2026-02-25
Dividend$1.38 / share
ex-date Nov 14, 2025 · pay Dec 2, 2025
2025-11-14
Dividend$1.32 / share
ex-date Aug 15, 2025 · pay Sep 3, 2025
2025-08-15

Deals & corporate news

AnnouncementDate
Special committee retains advisors to review acquisition proposal at $210 per share
Penske Automotive Group announced that its special committee of independent directors has hired financial advisor Moelis Company LLC and legal counsel Paul, Weiss to evaluate an unsolicited
2026-08-10
Board receives unsolicited acquisition proposal at $210 per share
Penske Automotive Group received an unsolicited takeover proposal from its majority owners, Penske Corporation and Mitsui Co., Ltd., on July 22, 2026. The offer is to buy out the remaining 2
2026-07-22
Acquired four franchised automotive dealerships for $519.4 million
Penske Automotive Group acquired four Toyota and Lexus dealerships (two in California, one in Texas) for $519.4 million on November 19, 2025. The dealerships are: Longo Toyota and Lexus in E
2025-11-19

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Data updated 2026-09-18.