Penske Automotive Group (PAG)
Runs international auto dealerships, commercial-truck retail, and transportation-related distribution.
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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
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 19, 2026 | Barclays | Reiterate | Rating: —Target: $220 | Target: $225 |
| Aug 3, 2026 | Stephens | Target | Target: $160 | Target: $210 |
| Jul 24, 2026 | Morgan Stanley | Reiterate | Rating: —Target: $190 | Target: $210 |
| Jul 23, 2026 | Citigroup | Downgrade | ||
| Jul 23, 2026 | Benchmark | Downgrade |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $69.5M · Total debt $9.25B · Total assets $18.49B · Shareholders' equity $5.83B
- Revenue
- $8.51B
- Operating income
- $337.6M
- Net income
- $260.4M
HistoryDividendAnnual yield
| Institutions | 29.19% | 19.17M shares | |
|---|---|---|---|
| 405 holders · as of Jun 30, 2026 | |||
| Insiders | 0.78% | 510.0K shares | |
| 11 holders · as of Mar 12, 2026 | |||
| Other | 70.03% | 45.98M shares | |
| remainder | |||
65.66M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 3.55% | 2.33M | as of Jun 30, 2026 |
Dimensional Fund Advisors LPInstitution | 2.51% | 1.65M | as of Jun 30, 2026 |
Victory Capital Management IncInstitution | 2.50% | 1.64M | as of Jun 30, 2026 |
Bank of Montreal /Can/Institution | 1.26% | 825,389 | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 1.21% | 796,548 | as of Jun 30, 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 |
- 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
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Penske Automotive Group | $210.93 | −0.58% | $13.93B | 15.6 | 15.0 | 0.4 | +11.1% |
| Lithia Motors | $311.94 | −1.33% | $6.95B | 10.5 | 7.9 | 0.2 | +2.2% |
| Group 1 Automotive | $253.55 | +1.07% | $2.99B | 10.4 | 6.1 | 0.1 | −5.6% |
| AutoNation | $168.82 | +0.04% | $5.65B | 7.8 | 7.1 | 0.2 | −0.6% |
| Asbury Automotive Group | $187.03 | +1.34% | $3.44B | 6.9 | 6.6 | 0.2 | +0.3% |
| CarMax | $56.93 | −1.61% | $8.21B | 35.9 | 20.1 | 0.3 | +6.2% |
| Rush Enterprises | $48.30 | +0.43% | $5.61B | 14.5 | 16.9 | 0.8 | −1.6% |
| Median | 10.5 | 7.5 | 0.2 | −0.2% |