AutoNation, Inc.

Informe acción NYSE:AN

Capitalización de mercado: US$6.4b

AutoNation Dirección

Dirección controles de criterios 2/4

El CEO de AutoNation es Mike Manley , nombrado en Nov 2021, tiene una permanencia de 4.5 años. compensación anual total es $34.39M, compuesta por 4.1% salario y 95.9% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.45% de las acciones de la empresa, por valor de $28.80M. La antigüedad media del equipo directivo y de la junta directiva es de 3.8 años y 8.1 años, respectivamente.

Información clave

Mike Manley

Chief Executive Officer (CEO)

US$34.4m

Compensación total

Porcentaje del salario del CEO4.14%
Permanencia del CEO4.5yrs
Participación del CEO0.5%
Permanencia media de la dirección3.8yrs
Promedio de permanencia en la Junta Directiva8.1yrs

Actualizaciones recientes de la dirección

Recent updates

Actualización de narrativa May 06

AN: Ongoing Buybacks And Solid Margins Will Support Future Upside Potential

Analysts have nudged their price target on AutoNation slightly higher to approximately $242 per share, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E that leave their overall valuation view largely unchanged. What's in the News AutoNation reported that from October 1, 2025 to February 10, 2026, it repurchased 2,948,352 shares, or 8% of its stock, for US$617.42m under its ongoing buyback program (Key Developments).
Actualización de narrativa Apr 19

AN: Share Repurchases Will Sustain Earnings Power And Support Upside Potential

Analysts have trimmed their price target on AutoNation slightly. They now reflect a fair value of about $290, as small adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions leave the overall outlook broadly unchanged.
Actualización de narrativa Apr 05

AN: Ongoing Buybacks Will Support Future Earnings Power

Analysts now see AutoNation's fair value at about $292.75 per share, with the modest adjustment from the prior $292.75 tied to small tweaks in the discount rate, revenue growth, profit margin, and expected future P/E assumptions. What's in the News From October 1, 2025 to February 10, 2026, AutoNation repurchased 2,948,352 shares, about 8% of its shares, for US$617.42 million under its ongoing buyback plan that began on October 24, 2007 (Key Developments).
Actualización de narrativa Mar 22

AN: Ongoing Share Repurchases Will Support Measured Future Upside Potential

Analysts have adjusted their price target for AutoNation to align with a fair value estimate of about $241.27, up from roughly $239.30. The change reflects updated views on discount rates, revenue growth, profit margins, and future P/E assumptions.
Actualización de narrativa Mar 07

AN: Ongoing Buybacks And Maryland Expansion Will Support Future Earnings Power

Analysts trimmed their fair value estimate for AutoNation slightly to $292.75 from $295.90 as they now apply a marginally higher discount rate, expect softer revenue growth and profit margins, and use a higher future P/E assumption in their models. What's in the News From October 1, 2025 to February 4, 2026, AutoNation repurchased 2,200,000 shares for $461.3 million, representing 5.97% of shares.
Seeking Alpha Mar 04

AutoNation: Shifting Gears Toward Higher-Margin Growth

Summary AutoNation (AN) is evolving from a cyclical vehicle seller to a higher-margin, recurring revenue operator, driven by aftersales and customer financing momentum. Q4'25 saw softer vehicle sales but record gross profits in Aftersales and Customer Financial Services, supporting resilient profitability despite macro headwinds. Free cash flow over $1B enabled significant share repurchases, reducing share count by 10%, and the company maintains low leverage with investment-grade credit ratings. With an undemanding valuation, strong capital returns, and a shift toward recurring revenue, I rate AN a buy for double-digit annualized returns despite near-term volume softness. Read the full article on Seeking Alpha
Actualización de narrativa Feb 21

AN: Maryland Expansion And Buybacks Will Support Stronger Long Term Earnings Power

Analysts have slightly lowered their AutoNation price target to $295.90 from $296.79, citing updated views on discount rates, revenue growth, profit margins, and future P/E assumptions. What's in the News From October 1, 2025 to February 4, 2026, AutoNation repurchased 2,200,000 shares, or 5.97% of its stock, for US$461.3 million under its long running buyback program announced in 2007 (Key Developments).
Actualización de narrativa Feb 06

AN: Maryland Expansion Will Support Stronger Long Term Earnings Power

Analysts have raised their price target for AutoNation from about US$245 to roughly US$297, citing updated assumptions for revenue growth, profit margins, discount rate, and a lower future P/E multiple. What's in the News AutoNation acquired Jerry's Toyota from Jerry's Automotive Group in Baltimore, Maryland, renaming it AutoNation Toyota White Marsh, effective December 8, 2025 (Key Developments).
Actualización de narrativa Jan 23

AN: Share Repurchases And Recent Dealership Acquisition Will Guide Measured Future Upside Potential

Analysts have nudged their price target on AutoNation higher to $239.30 from $238.10, reflecting updated assumptions around slightly lower revenue growth, a modestly higher profit margin, and a small adjustment to the forward P/E multiple. What's in the News AutoNation acquired Jerry's Toyota in Baltimore, Maryland, renaming it AutoNation Toyota White Marsh, effective December 8, 2025 (Key Developments).
Actualización de narrativa Jan 08

AN: Buybacks And Modest M&A Will Support Measured Future Upside Potential

Narrative Update on AutoNation Analysts have adjusted their price target on AutoNation slightly higher to US$238.10 from US$236.60, citing refreshed fair value work that incorporates minor tweaks to the discount rate, long term revenue growth, profit margin assumptions, and future P/E estimates. What's in the News AutoNation acquired Jerry's Toyota in Baltimore, Maryland, renaming it AutoNation Toyota White Marsh, effective December 8, 2025.
Actualización de narrativa Dec 25

AN: Share Repurchases Will Continue To Support Measured Upside Potential

Analysts have slightly lowered their price target on AutoNation, trimming fair value by about $3 to roughly $236.60. Modestly reduced forward earnings multiples and cautious long term profitability assumptions are tempering their outlook.
Actualización de narrativa Dec 11

AN: Share Repurchases And Acquisitions Will Continue To Support Measured Upside Potential

Analysts have lifted their price target on AutoNation slightly, reflecting a modest fair value increase from about $238 to $239 per share as they factor in somewhat stronger revenue growth expectations that more than offset a minor trim to projected profit margins and a slightly higher discount rate. What's in the News Expanded share repurchase authorization by $1.0 billion, bringing total buyback capacity to $11.5 billion as of October 31, 2025 (company announcement) Completed repurchase of 1,234,984 shares, or 3.28%, for $269.24 million between July 1 and October 21, 2025, culminating in 170,630,933 shares bought for $10.02 billion under the long running program initiated in 2007 (company filing) Continuing to pursue M&A, with about $350 million deployed year to date on transactions in Denver and Chicago to increase scale and market density (Q3 2025 earnings call) Grand re opening of the redeveloped Porsche Newport Beach retail and service center, a 60,000 sq.
Artículo de análisis Dec 09

Is AutoNation (NYSE:AN) Using Too Much Debt?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Actualización de narrativa Nov 26

AN: Ongoing Repurchases And Acquisitions Will Support Measured Upside Potential

Analysts have raised their price target for AutoNation from $233.00 to $238.45, citing modest improvements in revenue growth expectations and a slight reduction in discount rate assumptions. What's in the News AutoNation increased its share repurchase program by $1,000 million, bringing total authorization to $11,500 million (company announcement).
Actualización de narrativa Nov 12

AN: Expanded Share Repurchases Will Likely Drive Market Outperformance

Analysts have raised their price target for AutoNation from $228.30 to $233.00. They cite slightly improved revenue growth expectations, even though there is a marginal decrease in projected profit margins.
Actualización de narrativa Oct 29

Buybacks And Luxury Acquisitions Will Drive Market Expansion Next Year

Narrative Update: Analyst Price Target Revision for AutoNation Analysts have raised their price target for AutoNation by $2.20 to $228.30. This update is based on improved revenue growth expectations, a modest increase in profit margin forecasts, and a slightly lower projected future price-to-earnings ratio.
Artículo de análisis Oct 28

AutoNation, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

AutoNation, Inc. ( NYSE:AN ) just released its latest third-quarter results and things are looking bullish. It was...
Actualización de narrativa Oct 14

After-Sales And Digital Evolution Will Capture US Secular Trends

Analysts have raised their price target for AutoNation from $221.91 to $226.10. This reflects improved forecasts for the company's revenue growth and profit margin.
Artículo de análisis Sep 08

AutoNation (NYSE:AN) Seems To Be Using A Lot Of Debt

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Actualización de narrativa Sep 05

After-Sales And Digital Evolution Will Capture US Secular Trends

With no notable changes in either the discount rate or future P/E, AutoNation’s consensus analyst price target remained essentially flat at $221.91. What's in the News Repurchased 183,982 shares for $28.99 million, representing 0.49% of shares outstanding.
Artículo de análisis Aug 23

Investors Aren't Entirely Convinced By AutoNation, Inc.'s (NYSE:AN) Earnings

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 20x, you may...
Artículo de análisis Jul 14

Is AutoNation, Inc. (NYSE:AN) Potentially Undervalued?

AutoNation, Inc. ( NYSE:AN ), might not be a large cap stock, but it saw a significant share price rise of 37% in the...
Artículo de análisis Jun 21

We Like These Underlying Return On Capital Trends At AutoNation (NYSE:AN)

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
Seeking Alpha Apr 25

AutoNation: Tariff Resilience Makes Shares Attractive

Summary AutoNation, Inc. has shown moderate performance, with an 8% increase over the past year, driven by substantial cash flow and aggressive share repurchases. Q1 results were solid, with EPS of $4.68 beating estimates, but operating income fell 4% due to higher SG&A expenses. Despite tariff risks, AutoNation's diverse business model, particularly in maintenance and used vehicles, provides resilience and natural hedges against market fluctuations. AN shares trade at 9x earnings, presenting a compelling opportunity with fair value estimated between $190-$200, making AutoNation a buy. Read the full article on Seeking Alpha
Seeking Alpha Feb 11

AutoNation: Debt Maturity Looms While EBITDA, Cash Flow And Margins Erode

Summary AutoNation's stock is expected to drop to $144/share due to declining sales, gross margin erosion, rising interest costs, and high SG&A overheads. The car dealership industry is in free-fall, with new and used car sales volumes plummeting, impacting AutoNation's EBITDA and free cash flow. AutoNation's reliance on Parts & Service for nearly half its Gross Profit highlights financial strain, with rising interest expenses and a significant drop in free cash flow. Despite a stock price increase, AutoNation faces severe financial challenges, with declining sales, higher interest costs, and looming bank debt covenants. Read the full article on Seeking Alpha
Seeking Alpha Dec 23

AutoNation: The Bull Case Remains Intact

Summary AutoNation Inc. shares have delivered a 27% total return since my Strong Buy recommendation on November 21, 2023. The company has experienced a challenging 2024 but is likely to return to growth in 2025. The stock remains attractively valued vs the broader market and trades at a reasonable valuation relative to peers. The bull case remains intact and I am re-iterating a Strong Buy rating on the stock. Read the full article on Seeking Alpha
Seeking Alpha Oct 09

AutoNation: There Are Better Opportunities On The Market

Summary AutoNation faces challenges with stagnating sales and declining revenue, while competitors like Carvana and Lithia Motors show strong growth and market share gains. AutoNation's high debt-to-equity ratio raises concerns about long-term sustainability and financial health. Carvana's innovative Carlypso software and e-commerce model pose a significant competitive threat to traditional automotive retailers like AutoNation. I recommend investing in Lithia Motors and Group 1 Automotive due to their solid growth, profitability, and attractive stock valuations. Read the full article on Seeking Alpha
User avatar
Nueva narrativa Aug 28

Navigating Challenges And Embracing Opportunities In Automotive Retail For Sustained Growth

Expansion in used vehicle sales and service segment improvements suggest potential for increased revenue and margins.
Seeking Alpha Jul 26

AutoNation: The Ride Isn't Over Yet

Summary AutoNation is a major automotive retail company in the US, generating revenue from vehicle sales, parts, services, and finance products. Recent financial results show mixed performance, with revenue holding steady but net income and cash flow declining. Despite challenges, the company is expected to report improved adjusted earnings for the second quarter of 2024, potentially driving additional upside for shareholders. Read the full article on Seeking Alpha
Seeking Alpha Jul 18

AutoNation: Superb Economics With Minimal Reinvestment Opportunities

Summary AutoNation stock presents with exceptional economic characteristics despite trading at <10x NOPAT. Returns on capital employed in the business persistently sit over 25%, driven by highly efficient asset utilization. With minimal reinvestment runway management is aggressively buying back shares. In my view AN is worth ~$214/share today. Read the full article on Seeking Alpha
Seeking Alpha Apr 26

AutoNation: Strong Q1 Results With Aggressive Buybacks Continuing

Summary AutoNation, Inc. shares surged over 8% after reporting strong quarterly results, bringing them back toward their highs from last summer. The company's first-quarter earnings per share beat expectations, with revenue growing by 2% to $6.5 billion. AutoNation's core source of earnings, maintenance, remains strong, offsetting the normalization of vehicle margins. I expect ongoing buybacks, which continue to boost run-rate EPS, creating further shareholder value. Read the full article on Seeking Alpha

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Mike Manley en comparación con los beneficios de AutoNation?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

US$679m

Dec 31 2025US$34mUS$1m

US$649m

Sep 30 2025n/an/a

US$663m

Jun 30 2025n/an/a

US$634m

Mar 31 2025n/an/a

US$678m

Dec 31 2024US$16mUS$1m

US$692m

Sep 30 2024n/an/a

US$722m

Jun 30 2024n/an/a

US$780m

Mar 31 2024n/an/a

US$923m

Dec 31 2023US$14mUS$1m

US$1b

Sep 30 2023n/an/a

US$1b

Jun 30 2023n/an/a

US$1b

Mar 31 2023n/an/a

US$1b

Dec 31 2022US$13mUS$1m

US$1b

Sep 30 2022n/an/a

US$1b

Jun 30 2022n/an/a

US$1b

Mar 31 2022n/an/a

US$1b

Dec 31 2021US$9mUS$217k

US$1b

Compensación vs. Mercado: La compensación total de Mike($USD34.39M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD8.38M).

Compensación vs. Ingresos: La compensación de Mike ha aumentado más de un 20% en el último año.


CEO

Mike Manley (61 yo)

4.5yrs
Permanencia
US$34,391,069
Compensación

Mr. Michael M. Manley, also known as Mike, serves as an Independent Director at Dover Corporation since February 09, 2023. He had been Independent Non-Executive Director at Rolls-Royce Holdings plc since J...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Michael Manley
CEO & Director4.5yrsUS$34.39m0.45%
$ 28.8m
Thomas Szlosek
Executive VP & CFO2.8yrsUS$5.39m0.049%
$ 3.1m
Jeff Parent
Chief Operating Officer2.6yrsUS$4.00m0.012%
$ 790.8k
C. Coleman Edmunds
Executive VP9.1yrsUS$3.22m0.091%
$ 5.8m
Gianluca Camplone
Executive VP of Business Development & COO of AutoNation Parts4.2yrsUS$4.29m0.10%
$ 6.3m
Kimberly Dees
Senior VP & Chief Accounting Officer3.3yrssin datos0.0043%
$ 276.5k
Derek Fiebig
Vice President of Investor Relations4.3yrssin datossin datos
Jeremy Tucker
Chief Marketing Officer1.1yrssin datossin datos
Melinda Grindle
Chief Human Resources Officerno datasin datossin datos
Jeffrey Butler
President of AutoNation Finance4.3yrssin datossin datos
Christian Treiber
President of After-Sales3.3yrssin datossin datos
3.8yrs
Permanencia media
60yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de AN se considera experimentado (3.8 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Michael Manley
CEO & Director4.5yrsUS$34.39m0.45%
$ 28.8m
Robert Grusky
Independent Director19.9yrsUS$299.91k0.13%
$ 7.9m
Rick Burdick
Independent Chairman35yrsUS$499.91k0.13%
$ 8.4m
Lisa Lutoff-Perlo
Independent Director6.3yrsUS$299.91k0.014%
$ 859.5k
Norman Jenkins
Independent Director5.4yrsUS$299.91k0.011%
$ 697.4k
David Edelson
Independent Director17.8yrsUS$324.91k0.12%
$ 7.9m
George Mikan
Independent Director13.2yrsUS$314.91k0.089%
$ 5.6m
Claire Bennett
Independent Director1.8yrsUS$299.91k0%
$ 0
Jacqueline Travisano
Independent Director8.1yrsUS$314.91k0.014%
$ 859.5k
8.1yrs
Permanencia media
62yo
Promedio de edad

Junta con experiencia: La junta directiva de AN se considera experimentada (8.1 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/26 20:28
Precio de las acciones al final del día2026/05/22 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

AutoNation, Inc. está cubierta por 25 analistas. 10 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
John BabcockBarclays
Andrew FungBerenberg
Alexander PerryBofA Global Research