Asbury Automotive Group, Inc. (ABG)

In the past six months, Asbury Automotive Group reported third-quarter 2025 earnings with diluted EPS of $7.52, surpassing analyst estimates, and revenue reached a record $4.8 billion. The company repurchased approximately 220,500 shares for $50 million during Q3 2025. Analyst ratings have varied, with some upgrading the stock and increasing price targets, while others maintained or increased target prices with neutral or underweight ratings. Between October 28, 2024, and October 24, 2025, ABG's share price increased by 6.10%.

Demand for automotive products and services exhibits seasonality, with consumer preferences shifting with weather patterns. The "selling season" for new vehicles may slow down during the summer, while the last four months of the year are generally weaker for sales. October is crucial for buyers researching vehicles, and retailers maintain momentum through higher stock levels and discounts. The parts and service business is generally recession-resistant and has shown consistent growth.

Asbury Automotive Group is a full-service, integrated automotive retailer in the United States, operating through franchised dealerships. The company offers new and used vehicle sales, repair and maintenance services, replacement parts, collision repair, and finance and insurance products. The parts and service segment significantly contributes to the company's gross profit and demonstrates consistent growth.

Asbury Automotive Group has a substantial network of over 150 dealership locations and 37 collision centers across 14 to 16 states. As of March 2022, it was the third-largest automotive retailer in the U.S., with 148 dealerships and 198 franchises representing 31 American, European, and Asian brands.

Asbury Automotive Group was included in Newsweek's "World's Most Trustworthy Companies 2025 List." No specific negative events directly impacted Asbury Automotive Group's brand reputation were found in the past year. However, the broader automotive credit market has seen a surge in subprime auto loan delinquencies and rising car ownership costs, which could be an industry-wide concern.

Asbury Automotive Group's ownership is primarily institutional, with 104.85% held by institutional shareholders and 85.32% held by insiders, while retail investors account for 0.00%. Major institutional owners include BlackRock, Inc., Vanguard Group Inc., Abrams Capital Management, L.P., Impactive Capital LP, and Dimensional Fund Advisors Lp. MSD Capital L.P. is identified as the largest individual shareholder, owning 18.78% of the company's shares.