Penske Automotive Group
Runs international auto dealerships, commercial-truck retail, and transportation-related distribution.
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Profile
Operates franchised auto and commercial-truck dealerships, selling vehicles and recurring service, parts, finance, insurance, and collision work across North America and international markets. Retail Automotive is the core business, while Australasian distribution and a minority stake in Penske Transportation Solutions extend the portfolio into power systems, truck leasing, and logistics.
Operates franchised auto dealerships across the United States and several international markets, selling new and used vehicles alongside service, parts, finance and insurance placement, and collision work. Retail Automotive is the core business, complemented by CarShop used-vehicle centers.
Runs Premier Truck Group dealerships in the United States and Canada, while distributing commercial vehicles, engines, power systems, parts, and services mainly in Australia and New Zealand. A minority stake in Penske Transportation Solutions adds truck leasing, rental, maintenance, and logistics exposure.
Acquisition-led portfolio management, manufacturer relationships, vehicle supply, consumer credit, discretionary demand, freight conditions, and UK finance regulation shape results. Majority ownership by Penske Corporation makes it a controlled company, and operations have depended on Roger Penske's leadership since 1999.
Company facts
Categories
Key statistics
Year to date +37.2% · Average volume (30d) 467.6K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 19, 2026 | Barclays | Reiterate | Overweight | $220 | $225 | |
| Aug 3, 2026 | Stephens | Target | $160 | $210 | ||
| Jul 24, 2026 | Morgan Stanley | Reiterate | Overweight | $190 | $210 | |
| Jul 23, 2026 | Citigroup | Downgrade | Buy | Neutral | ||
| Jul 23, 2026 | Benchmark | Downgrade | Buy | Hold |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 29, 2026Q2 FY26 | $3.42 | $3.62 | +5.8% | $7.98B | $8.51B | +6.6% | +1.56% |
| Apr 29, 2026Q1 FY26 | $2.91 | $3.05 | +4.8% | $7.71B | $7.86B | +2.0% | −0.08% |
| Feb 11, 2026Q4 FY25 | $3.19 | $2.91 | −8.8% | $7.63B | $7.77B | +1.9% | +2.32% |
| Oct 29, 2025Q3 FY25 | $3.48 | $3.23 | −7.2% | $7.62B | $7.70B | +1.0% | +0.15% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $7.95B | $8.03B | $7.70B | $8.85B | $7.86B | $8.51B | |
| Gross profit | $1.32B | $1.35B | $1.25B | $1.40B | $1.30B | $1.36B | |
| Operating income | $329.4M | $365.3M | $298.7M | $318.3M | $289.0M | $337.6M | |
| Net income | $257.7M | $266.6M | $213.0M | $228.1M | $234.5M | $260.4M | |
| Diluted EPS | $3.66 | $3.78 | $3.23 | $2.83 | $3.56 | $3.96 | |
| Gross margin | 16.6% | 16.8% | 16.2% | 15.9% | 16.5% | 15.9% | |
| Operating margin | 4.1% | 4.5% | 3.9% | 3.6% | 3.7% | 4.0% |
Fiscal years (4-quarter sums)FY21 $25.55B · FY22 $27.81B · FY23 $29.53B · FY24 $30.46B · FY25 $32.53B
Revenue by product · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $69.5M · Total debt $9.25B · Total assets $18.49B · Shareholders' equity $5.83B
Dividends
Raised for 14 straight years — most recently to $1.44 from $1.42 in Aug 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Aug 14, 2026 | Aug 14 | Sep 1 | $1.44 | raised from $1.42 |
| May 26, 2026 | May 26 | Jun 3 | $1.42 | raised from $1.40 |
| Feb 25, 2026 | Feb 25 | Mar 5 | $1.40 | raised from $1.38 |
| Nov 14, 2025 | Nov 14 | Dec 2 | $1.38 | raised from $1.32 |
| Aug 15, 2025 | Aug 15 | Sep 3 | $1.32 | raised from $1.26 |
| May 27, 2025 | May 27 | Jun 3 | $1.26 | raised from $1.22 |
| Feb 24, 2025 | Feb 24 | Mar 6 | $1.22 | raised from $1.19 |
| Nov 15, 2024 | Nov 15 | Dec 3 | $1.19 | raised from $1.07 |
Ownership
Shares outstanding 65.66M · Float 17.64M · 26.9% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Penske Corporation | 34.33M | 52.20% | 13D | Jul 22, 2026 |
| Mitsui & Co., Ltd. | 13.32M | 20.30% | 13D | Jul 22, 2026 |
| BlackRock, Inc. | 2.33M | 3.55% | 13F | Aug 7, 2026 |
| Dimensional Fund Advisors LP | 1.65M | 2.51% | 13F | Aug 11, 2026 |
| Victory Capital Management Inc | 1.64M | 2.50% | 13F | Aug 7, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| May 18, 2026 | Greg C. Smith | director | −1,488 | $160.02 |
| Nov 24, 2025 | Michelle Hulgrave | officer: EVP & CFO | −2,100 | $160.17 |
| Aug 29, 2025 | Sandra E. Pierce | director | −1,604 | $187.05 |
Peers
- Lithia Motors
Global scale rival in franchised auto retail and aftersales
- Group 1 Automotive
Close U.S.-and-U.K. peer across the full dealership model
- AutoNation
National U.S. dealer rival with premium-luxury scale
- Asbury Automotive Group
Multi-brand U.S. dealership rival across core retail profit pools
- CarMax
Used-vehicle specialist competing for buyers, inventory, and financing
- Rush Enterprises
Direct commercial-truck dealer rival in vehicles and aftermarket
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Penske Automotive Group | $217.01 | −0.03% | $14.25B | 16.0 | 15.5 | 0.4 | +11.1% |
| Lithia Motors | $370.36 | −0.13% | $8.14B | 12.3 | 9.5 | 0.2 | +2.2% |
| Group 1 Automotive | $263.95 | +0.05% | $3.15B | 11.0 | 6.4 | 0.1 | −5.6% |
| AutoNation | $200.09 | −0.02% | $6.70B | 9.3 | 8.5 | 0.2 | −0.6% |
| Asbury Automotive Group | $211.62 | +0.01% | $3.94B | 7.9 | 7.5 | 0.2 | +0.3% |
| CarMax | $62.57 | +0.74% | $8.81B | 38.6 | 22.3 | 0.3 | +6.2% |
| Rush Enterprises | $76.27 | −0.07% | $5.93B | 23.0 | 18.4 | 0.8 | −1.6% |
| Median | 11.6 | 9.0 | 0.2 | −0.2% |