Penske Automotive Group, Inc.

NYSE:PAG Stok Raporu

Piyasa değeri: US$14.2b

Penske Automotive Group Gelecekteki Büyüme

Future kriter kontrolleri 1/6

Penske Automotive Group kazanç ve gelirin sırasıyla yıllık 4.2% ve 3.2% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 6.1% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 15.4% olacağı tahmin edilmektedir.

Anahtar bilgiler

4.2%

Kazanç büyüme oranı

6.07%

EPS büyüme oranı

Specialty Retail kazanç büyümesi9.3%
Gelir büyüme oranı3.2%
Gelecekteki özkaynak getirisi15.41%
Analist kapsamı

Good

Son güncelleme06 Aug 2026

Gelecekteki son büyüme güncellemeleri

Recent updates

Anlatı Güncellemesi • Aug 07

PAG: Privatization Bid And Solid Operations Will Shape Future Upside Potential

The analyst price target for Penske Automotive Group has been revised from $185.78 to $211.25, as analysts update their fair value view using a slightly lower discount rate, modestly higher profit margin assumptions, and a higher future P/E multiple. What’s in the News for Penske Automotive Group Penske Corporation and Mitsui & Co., Ltd., which together own 72.6% of Penske Automotive Group, submitted an unsolicited, preliminary, non binding proposal to acquire the remaining 27.8% of outstanding shares for US$210 per share in cash.
Anlatı Güncellemesi • Jul 24

PAG: Take Private Proposal And Capital Returns Will Shape Future Upside

Analysts have trimmed their price target on Penske Automotive Group to $220 from about $231.73, citing updated assumptions around discount rate, revenue growth, profit margins, and a lower future P/E multiple. What’s in the News for Penske Automotive Group Penske Corporation and Mitsui & Co., Ltd.
Seeking Alpha • Jul 22

Penske Automotive Group: Go-Private Deal Appears Likely

Summary Penske Automotive Group surged on a $210 per share take-private bid from Penske Corp and Mitsui, valuing the company at $13.8 billion. Given PAG's undervaluation and resilient business model, I expect the final deal price to exceed the initial $210 offer, likely around $220. PAG's profitability is driven by less-cyclical service and parts, with a luxury market focus providing further earnings stability versus peers. I maintain a "Hold" rating, seeing limited upside from current levels but expecting a deal above $210 to close the persistent public market discount. Read the full article on Seeking Alpha
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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).
Anlatı Güncellemesi • 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).
Anlatı Güncellemesi • 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%.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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).
Anlatı Güncellemesi • 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).
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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).
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
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 Alpha
Seeking 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

Kazanç ve Gelir Büyüme Tahminleri

NYSE:PAG - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/202834,472906N/AN/A4
12/31/202733,72192061083710
12/31/202632,8998747899727
6/30/202632,199906592894N/A
3/31/202631,718912597899N/A
12/31/202531,809935651975N/A
9/30/202532,8111,0248161,148N/A
6/30/202532,7071,0377061,040N/A
3/31/202532,3711,0117061,066N/A
12/31/202431,8659698531,231N/A
9/30/202430,0078736481,034N/A
6/30/202429,8649117891,180N/A
3/31/202429,6369708631,238N/A
12/31/202330,9171,1097591,145N/A
9/30/202329,2671,1619141,273N/A
6/30/202328,7401,2378541,184N/A
3/31/202328,1781,3101,0611,390N/A
12/31/202227,8151,3801,1771,459N/A
9/30/202227,0991,3928841,171N/A
6/30/202226,6761,4079601,256N/A
3/31/202226,7561,3721,1721,435N/A
12/31/202125,5551,1871,0441,293N/A
9/30/202125,0711,0761,4541,683N/A
6/30/202124,5459681,1341,334N/A
3/31/202121,2096741,0271,229N/A
12/31/202020,4445431,0161,202N/A
9/30/202020,523445537707N/A
6/30/202020,519314811999N/A
3/31/202022,624387N/A639N/A
12/31/201923,179436N/A519N/A
9/30/201922,727432N/A740N/A
6/30/201922,418446N/A502N/A
3/31/201922,603463N/A531N/A
12/31/201822,785471N/A615N/A
9/30/201822,744703N/A692N/A
6/30/201822,610667N/A720N/A
3/31/201822,053638N/A607N/A
12/31/201721,387614N/A624N/A
9/30/201720,877366N/A376N/A
6/30/201720,504359N/A422N/A
3/31/201720,375348N/A481N/A
12/31/201620,119344N/A373N/A
9/30/201620,152334N/A480N/A
6/30/201619,960333N/A389N/A
3/31/201619,627333N/A261N/A
12/31/201519,285330N/A392N/A
9/30/201518,789336N/A464N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: PAG 'nin tahmini kazanç büyümesi (yıllık 4.2% ) tasarruf oranının ( 3.7% ) üzerindedir.

Kazançlar ve Piyasa: PAG şirketinin kazançlarının (yıllık 4.2% ) US pazarından (yıllık 17.1% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: PAG şirketinin kazançlarının artması bekleniyor, ancak önemli ölçüde.

Gelir ve Pazar: PAG şirketinin gelirinin (yıllık 3.2% ) US pazarından (yıllık 13% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Geliri: PAG şirketinin gelirinin (yıllık 3.2% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: PAG 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 15.4 %).

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/08/09 14:59
Gün Sonu Hisse Fiyatı2026/08/07 00:00
Kazançlar2026/06/30
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Penske Automotive Group, Inc. 24 Bu analistlerden 10, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
John BabcockBarclays
Michael AlbaneseBenchmark Company
Andrew FungBerenberg