Penske Automotive Group 향후 성장
Future 기준 점검 1/6
Penske Automotive Group (는) 각각 연간 3.9% 및 3.3% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 5.9% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 15.3% 로 예상됩니다.
핵심 정보
3.9%
이익 성장률
5.95%
EPS 성장률
| Specialty Retail 이익 성장 | 9.3% |
| 매출 성장률 | 3.3% |
| 향후 자기자본이익률 | 15.29% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 17 Jul 2026 |
최근 향후 성장 업데이트
업데이트 없음
Recent updates
내러티브 업데이트 • Jul 10
PAG: Rising Capital Returns Will Support Future Upside Potential
Analysts have adjusted their price target for Penske Automotive Group to $231.73 from $206.00, citing updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E multiples. What’s in the News for Penske Automotive Group Penske Automotive Group announced a quarterly dividend of $1.42 per share, an increase of $0.02 per share (about 1.4%), approved by the Board of Directors.
내러티브 업데이트 • Jun 25
PAG: Persistent Buybacks And Rich Dividend Will Sustain An Overstretched Outlook
Analysts kept their $160.00 price target for Penske Automotive Group unchanged, citing updated assumptions that reflect a slightly lower discount rate, modestly revised revenue growth expectations, and a small adjustment to projected profit margins and future P/E levels. What's in the News Penske Automotive Group's Board of Directors approved a quarterly dividend of $1.42 per share, a change of $0.02 per share, or about 1.4%, according to a company announcement.내러티브 업데이트 • Jun 10
PAG: Capital Returns And Dealership Adjustments Will Support Future Upside
Analysts have lifted their fair value estimate for Penske Automotive Group from $193.00 to $206.00, citing updated assumptions for discount rate, revenue growth, profit margin, and future P/E that together support a higher price target framework. What's in the News Penske Automotive Group reported mixed Q1 2026 results, with adjusted earnings ahead of expectations while overall performance reflected softer new vehicle deliveries and stronger used vehicle revenues in the Retail Automotive segment.
내러티브 업데이트 • May 27
PAG: Ongoing Buybacks And Rising Dividend Will Support Future Upside
Analysts have lifted their price target on Penske Automotive Group to about $186 from roughly $179, citing updated assumptions for revenue growth, profit margins, the discount rate, and future P/E that together support a modestly higher fair value estimate. What's in the News Penske Automotive Group's board approved a quarterly dividend of $1.42 per share, a $0.02 (roughly 1.4%) increase that marks the 22nd consecutive quarterly dividend raise, payable June 3, 2026 to shareholders of record on May 26, 2026 (Key Developments).내러티브 업데이트 • May 12
PAG: Buybacks And Dividend Increases Will Support A Steady Outlook
Analysts have lifted their price target on Penske Automotive Group from $155 to $160, reflecting updated assumptions that combine a higher discount rate and P/E outlook with slightly revised expectations for revenue growth and profit margins. What's in the News From January 1, 2026 to March 31, 2026, Penske Automotive Group repurchased 170,000 shares, about 0.26% of outstanding shares, for US$26.32 million under its ongoing buyback program announced on February 19, 2010 (Key Developments).Seeking Alpha • Apr 29
Penske Automotive Group: Solid Fundamentals Reflected In Valuation
Summary Penske Automotive Group delivered a strong Q1, beating earnings estimates and driving a 10% stock rally. PAG's resilient business model is underpinned by high-margin service and parts, which provide steady cash flow despite cyclical vehicle sales. Luxury vehicle focus and global diversification help insulate PAG from economic headwinds affecting broader auto sales. With shares near fair value at $175-$180 and a 3.5% yield, I maintain a "Neutral" stance, preferring peers trading at lower multiples. Read the full article on Seeking Alpha내러티브 업데이트 • Apr 24
PAG: Dividend And Buybacks Will Support Attractive Future Upside Potential
Analysts have revised their fair value estimate for Penske Automotive Group from $195.00 to $193.00 after incorporating updated assumptions for discount rate, revenue growth, profit margin, and future P/E into their models. What's in the News The board approved a quarterly dividend of $1.40 per share, described as a 1.4% increase, with a stated forward dividend yield of 3.4%.내러티브 업데이트 • Apr 10
PAG: Ongoing Buybacks And Rising Dividend Will Support Future Upside
Analysts have trimmed their price target on Penske Automotive Group by about $2 to $179. This reflects updated views on fair value, discount rates, revenue growth, profit margins, and future P/E assumptions.내러티브 업데이트 • Mar 25
PAG: Persistent Buybacks And Rising Dividend Will Support Future Upside
Analysts have slightly trimmed their price target on Penske Automotive Group to about $181.11, citing only minor tweaks to fair value assumptions, discount rate, and long-term P/E inputs, rather than any major shift in the underlying outlook. What's in the News From October 1, 2025 to December 31, 2025, Penske Automotive Group repurchased 242,589 shares for US$40.39 million, representing 0.37% of its shares under an existing buyback program.내러티브 업데이트 • Mar 10
PAG: Dividend Increases And Buybacks Will Drive Future Return Profile
Analysts have slightly increased their price target on Penske Automotive Group to about $181.67 per share, reflecting updated views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Penske Automotive Group's board of directors approved a 1.4% increase in the quarterly dividend, adding $0.02 per share to reach $1.40 per share, which represents a forward dividend yield of 3.4% based on the figures provided (Key Developments).내러티브 업데이트 • Feb 24
PAG: Dividend Growth And Buybacks Will Support Future Return Profile
Analysts have nudged their price target for Penske Automotive Group slightly higher to about $181 from roughly $180, reflecting updated assumptions around discount rates, long term revenue growth, profit margin resilience, and future P/E expectations. What's in the News Penske Automotive Group's board approved a 1.4% increase in the quarterly dividend, or $0.02 per share, bringing it to $1.40 per share with a stated forward dividend yield of 3.4% (Key Developments).분석 기사 • Feb 14
Penske Automotive Group (NYSE:PAG) Has Announced That It Will Be Increasing Its Dividend To $1.40
Penske Automotive Group, Inc.'s ( NYSE:PAG ) dividend will be increasing from last year's payment of the same period to...내러티브 업데이트 • Feb 10
PAG: Fair Value Outlook Will Support A Steady Future Return Profile
Analysts have made a small upward adjustment to their price target on Penske Automotive Group, now set around US$180.33. This reflects slightly lower discount rate assumptions, marginal tweaks to long term revenue growth and profit margin estimates, and a modestly lower future P/E multiple in their models.내러티브 업데이트 • Jan 26
PAG: Ongoing Share Repurchases Will Support A Steady Future Return Profile
Analysts have nudged their price target for Penske Automotive Group slightly lower to about US$180.33 from roughly US$180.89. This reflects small adjustments to their assumptions around discount rate, revenue growth, profit margins and future P/E expectations.분석 기사 • Jan 13
Penske Automotive Group, Inc.'s (NYSE:PAG) Low P/E No Reason For Excitement
Penske Automotive Group, Inc.'s ( NYSE:PAG ) price-to-earnings (or "P/E") ratio of 11.5x might make it look like a buy...내러티브 업데이트 • Jan 11
PAG: Steady Outlook Will Rely On Ongoing Buybacks And Rising Dividends
Analysts have adjusted their price target for Penske Automotive Group to US$180.89, reflecting updated assumptions around discount rate, revenue growth, profit margin, and forward P/E, while keeping their overall fair value estimate steady at roughly US$180.89. What's in the News Penske Automotive Group repurchased 198,475 shares between July 1, 2025 and October 24, 2025 for US$33.35 million, representing 0.3% of its shares under the existing buyback program (Key Developments).분석 기사 • Dec 31
We Think Penske Automotive Group (NYSE:PAG) Is Taking Some Risk With Its Debt
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...내러티브 업데이트 • Dec 24
PAG: Capital Returns Will Continue Amid Stable Outlook And Modest Earnings Risks
Analysts have modestly raised their price target on Penske Automotive Group to approximately $181 per share, citing slightly lower discount rate assumptions along with stable long term growth and profitability expectations that support a marginally higher valuation multiple. What's in the News Penske Automotive Group completed a share repurchase tranche between July 1 and October 24, 2025, buying back 198,475 shares, or about 0.3% of shares outstanding, for $33.35 million (Key Developments) Since the February 19, 2010 authorization, the company has repurchased a total of 30,698,231 shares, representing 38.31% of its shares, for approximately $2.28 billion, underscoring a long running capital return program (Key Developments) The Board of Directors approved a 4.5% increase in the quarterly dividend to $1.38 per share, marking the 20th consecutive quarterly dividend increase (Key Developments) The higher dividend will be paid on December 2, 2025, to shareholders of record as of November 14, 2025, providing a near term cash return alongside ongoing buybacks (Key Developments) Valuation Changes Fair Value Estimate: Remains effectively unchanged at approximately $181 per share, indicating no material shift in the intrinsic value assessment.내러티브 업데이트 • Dec 10
PAG Will Continue Returning Capital While Modest Earnings Risks Persist
Analysts have modestly raised their price target on Penske Automotive Group by approximately 1 dollar to reflect slightly stronger expectations for revenue growth and a marginally higher future earnings multiple, partially offset by a small reduction in projected profit margins and a higher discount rate. What's in the News Completed a long running share repurchase program, buying back 198,475 shares between July 1 and October 24, 2025, for 33.35 million dollars, and totaling 30,698,231 shares, or 38.31 percent of shares outstanding, repurchased since the buyback began in 2010 (company buyback update) Continued returning capital to shareholders through an increased quarterly dividend of 1.38 dollars per share, up 4.5 percent, or 0.06 dollars, marking the 20th consecutive quarterly dividend increase, payable December 2, 2025, to shareholders of record on November 14, 2025 (company dividend announcement) Valuation Changes The fair value estimate has risen slightly to approximately 180.89 dollars from 179.86 dollars, reflecting a modest upward revision in intrinsic value.분석 기사 • Dec 07
Estimating The Intrinsic Value Of Penske Automotive Group, Inc. (NYSE:PAG)
Key Insights Penske Automotive Group's estimated fair value is US$169 based on 2 Stage Free Cash Flow to Equity Penske...분석 기사 • Nov 10
Penske Automotive Group (NYSE:PAG) Is Paying Out A Larger Dividend Than Last Year
Penske Automotive Group, Inc. ( NYSE:PAG ) has announced that it will be increasing its dividend from last year's...내러티브 업데이트 • Oct 29
Steady Dividend Increases And Digital Advancements Will Support Long Term Value
Narrative Update on Penske Automotive Group Analysts have maintained the fair value estimate for Penske Automotive Group at $179.86. This reflects steady expectations, as key underlying assumptions saw only marginal adjustments.내러티브 업데이트 • Oct 14
Aging Fleets And Digital Investment Will Sustain Long Term Value
Analysts have raised their price target for Penske Automotive Group by approximately $2.29, citing updated forecasts for profit margins and overall financial performance. What's in the News From April 1, 2025 to July 30, 2025, Penske Automotive Group repurchased 496,273 shares, representing 0.74% of its outstanding shares, for a total of $71.32 million.분석 기사 • Oct 03
Returns Are Gaining Momentum At Penske Automotive Group (NYSE:PAG)
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...분석 기사 • Sep 19
Is Penske Automotive Group (NYSE:PAG) Using Too Much Debt?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...분석 기사 • Sep 06
There's No Escaping Penske Automotive Group, Inc.'s (NYSE:PAG) Muted Earnings
Penske Automotive Group, Inc.'s ( NYSE:PAG ) price-to-earnings (or "P/E") ratio of 13x might make it look like a buy...내러티브 업데이트 • Sep 05
Aging Fleets And Digital Investment Will Sustain Long Term Value
With both the consensus analyst price target and key valuation metrics such as discount rate and future P/E ratio remaining effectively unchanged, analyst sentiment and fair value estimate for Penske Automotive Group are stable at $177.57. What's in the News Repurchased 496,273 shares for $71.32 million, completing 38.01% of buyback announced in 2010.분석 기사 • Aug 08
Penske Automotive Group (NYSE:PAG) Will Pay A Larger Dividend Than Last Year At $1.32
Penske Automotive Group, Inc. ( NYSE:PAG ) will increase its dividend from last year's comparable payment on the 3rd of...Seeking Alpha • Feb 14
Penske Automotive Group: Turning The Corner (Rating Upgrade)
Summary Penske Automotive Group's Retail Automotive segment shows accelerating growth in new car unit sales and improving margins, setting up for EPS growth in 2025. The company made strategic acquisitions worth $786 million in 2024, enhancing its asset base and positioning it well for future growth. Despite challenges in the commercial truck segment, signs of increasing freight activity suggest potential improvement in 2026. Penske's strong balance sheet, disciplined capital management, and best-in-class dividend yield make it an attractive investment, now rated as a Buy. Read the full article on Seeking AlphaSeeking Alpha • Nov 23
Penske Automotive Has Compounded Intrinsic Value By 17% A Year Since 2019 And Remains Attractively Valued
Summary Penske Automotive Group has compounded NOPAT by 17% annually since 2019, reflecting significant post-pandemic growth and increased earnings power. Despite declining balance sheet efficiency, ROIC has marginally improved from 6.4% to 6.6%, showcasing stable profitability. The firm's intrinsic value has doubled since 2019, with a PEBV of 1.33, indicating attractive valuation and strong future growth potential. Penske's diverse global operations and robust revenue streams position it well for sustained profitability and market confidence. Read the full article on Seeking Alpha
새로운 내러티브 • Aug 22
Critical Acquisitions And Efficient Operations Set To Propel Market Diversification And Shareholder Value
Growth through strategic acquisitions and increased service and parts revenue signals a diversified and strengthening revenue stream, improving overall financial performance.Seeking Alpha • Aug 01
Penske Automotive Group Has Been Busy
Summary Penske Automotive Group had been an active acquirer in 1H 2024, adding diverse businesses that will increase sales by $2 billion per year. Upcoming interest rate cuts should help Penske in many ways, from floor plan interest expense to the financing business. Penske continues to have a premium valuation to peers, who could benefit more from lower rates. The stock remains a Hold. Read the full article on Seeking Alpha이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 33,957 | 910 | N/A | N/A | 4 |
| 12/31/2027 | 33,283 | 912 | 594 | 821 | 10 |
| 12/31/2026 | 32,154 | 875 | 600 | 820 | 10 |
| 3/31/2026 | 31,718 | 912 | 597 | 899 | N/A |
| 12/31/2025 | 31,809 | 935 | 651 | 975 | N/A |
| 9/30/2025 | 32,441 | 1,007 | 799 | 1,129 | N/A |
| 6/30/2025 | 32,336 | 1,020 | 689 | 1,020 | N/A |
| 3/31/2025 | 32,371 | 1,011 | 706 | 1,066 | N/A |
| 12/31/2024 | 31,865 | 969 | 853 | 1,231 | N/A |
| 9/30/2024 | 30,007 | 873 | 648 | 1,034 | N/A |
| 6/30/2024 | 29,864 | 911 | 789 | 1,180 | N/A |
| 3/31/2024 | 29,636 | 970 | 863 | 1,238 | N/A |
| 12/31/2023 | 30,917 | 1,109 | 759 | 1,145 | N/A |
| 9/30/2023 | 29,267 | 1,161 | 914 | 1,273 | N/A |
| 6/30/2023 | 28,740 | 1,237 | 854 | 1,184 | N/A |
| 3/31/2023 | 28,178 | 1,310 | 1,061 | 1,390 | N/A |
| 12/31/2022 | 27,815 | 1,380 | 1,177 | 1,459 | N/A |
| 9/30/2022 | 27,099 | 1,392 | 884 | 1,171 | N/A |
| 6/30/2022 | 26,676 | 1,407 | 960 | 1,256 | N/A |
| 3/31/2022 | 26,756 | 1,372 | 1,172 | 1,435 | N/A |
| 12/31/2021 | 25,555 | 1,187 | 1,044 | 1,293 | N/A |
| 9/30/2021 | 25,071 | 1,076 | 1,454 | 1,683 | N/A |
| 6/30/2021 | 24,545 | 968 | 1,134 | 1,334 | N/A |
| 3/31/2021 | 21,209 | 674 | 1,027 | 1,229 | N/A |
| 12/31/2020 | 20,444 | 543 | 1,016 | 1,202 | N/A |
| 9/30/2020 | 20,523 | 445 | 537 | 707 | N/A |
| 6/30/2020 | 20,519 | 314 | 811 | 999 | N/A |
| 3/31/2020 | 22,624 | 387 | 431 | 639 | N/A |
| 12/31/2019 | 23,179 | 436 | N/A | 519 | N/A |
| 9/30/2019 | 22,727 | 432 | N/A | 740 | N/A |
| 6/30/2019 | 22,418 | 446 | N/A | 502 | N/A |
| 3/31/2019 | 22,603 | 463 | N/A | 531 | N/A |
| 12/31/2018 | 22,785 | 471 | N/A | 615 | N/A |
| 9/30/2018 | 22,744 | 703 | N/A | 692 | N/A |
| 6/30/2018 | 22,610 | 667 | N/A | 720 | N/A |
| 3/31/2018 | 22,053 | 638 | N/A | 607 | N/A |
| 12/31/2017 | 21,387 | 614 | N/A | 624 | N/A |
| 9/30/2017 | 20,877 | 366 | N/A | 376 | N/A |
| 6/30/2017 | 20,504 | 359 | N/A | 422 | N/A |
| 3/31/2017 | 20,375 | 348 | N/A | 481 | N/A |
| 12/31/2016 | 20,119 | 344 | N/A | 373 | N/A |
| 9/30/2016 | 20,152 | 334 | N/A | 480 | N/A |
| 6/30/2016 | 19,960 | 333 | N/A | 389 | N/A |
| 3/31/2016 | 19,627 | 333 | N/A | 261 | N/A |
| 12/31/2015 | 19,285 | 330 | N/A | 392 | N/A |
| 9/30/2015 | 18,789 | 336 | N/A | 464 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: PAG 의 연간 예상 수익 증가율(3.9%)이 saving rate(3.5%)보다 높습니다.
수익 vs 시장: PAG 의 연간 수익(3.9%)이 US 시장(17.7%)보다 느리게 성장할 것으로 예상됩니다.
고성장 수익: PAG 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.
수익 대 시장: PAG 의 수익(연간 3.3%)이 US 시장(연간 12.6%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: PAG 의 수익(연간 3.3%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: PAG의 자본 수익률은 3년 후 15.3%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/07/21 23:25 |
| 종가 | 2026/07/21 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
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산업 및 섹터 지표
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분석가 소스
Penske Automotive Group, Inc.는 24명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| John Babcock | Barclays |
| Michael Albanese | Benchmark Company |
| Andrew Fung | Berenberg |