Asbury Automotive Group, Inc. (ABG)

In the past six months, Asbury Automotive Group completed the acquisition of The Herb Chambers Companies in July 2025, a significant deal representing an estimated $2.9 billion in annualized revenue. Asbury reported solid Q3 2025 results, with adjusted EPS of $7.17 per share, up 13% year-over-year, and resumed opportunistic share repurchases, buying back $50 million in shares during Q3 2025. Insider selling activity was observed, and Abrams Capital Management, L.P. bought shares in July 2025. The stock price as of November 25, 2025, was $233.63 per share, representing an 11.41% decline over the past year.

The automotive industry experiences distinct seasonal trends, with peak demand for motor vehicles typically occurring in the spring and autumn. Sales tend to be lowest in the winter months, particularly from January through early March. The spring surge in demand is often linked to nicer weather and tax refunds. The new vehicle market also sees a traditional "luxury season" in the fourth quarter, especially December.

Asbury Automotive Group, Inc. is a Fortune 500 company and a prominent automotive retailer in the United States, operating primarily through its Dealerships and Total Care Auto segments. The company offers a comprehensive range of automotive solutions, including the sale of new and used vehicles, repair and maintenance services, replacement parts, and collision repair services. Asbury also provides finance and insurance products and operates its own F&I products through Total Care Auto (TCA). As of September 30, 2025, Asbury Automotive Group operated 175 new vehicle dealerships and 230 franchises.

Asbury Automotive Group operates auto dealerships across various parts of the United States. As of March 11, 2025, there were 165 Asbury Automotive Group dealers in the United States, with Florida having the most locations. The company has a presence in 15 states, including key regions such as Texas, the Western US, the Mid-Atlantic, and the Southeast. Its headquarters are located in Duluth, Georgia.

In the past year, Asbury Automotive Group has received recognition for its performance and workplace culture. The company was included in Newsweek's World's Most Trustworthy Companies 2025 list and recognized as one of America's Fastest Growing Companies 2024 by the Financial Times. In April 2024, Asbury released its 2023 Corporate Responsibility Report, highlighting its ESG commitments and initiatives.

Asbury Automotive Group, Inc. is a publicly traded company with ownership broadly distributed among institutional funds and individual investors. Major institutional owners include BlackRock, Inc., The Vanguard Group, Inc., and Abrams Capital Management, L.P. Institutional ownership accounts for a significant portion, with 667 institutional owners holding a total of 24,691,862 shares. Individual insiders hold approximately 0.608% of the shares.