Penske Automotive Group, Inc. (PAG)

Over the past six months, Penske Automotive Group's stock experienced a 5.1% loss as of January 28, 2026, while the S&P 500 gained 9.5%. However, the stock increased by 3.62% in the past month and showed a year-to-date return of 3.24%. A buy signal was issued from a pivot bottom point on January 29, 2026, and a Golden Star Signal appeared on January 16, 2026. In the third quarter of 2025, PAG reported a 1.4% increase in revenue to $7.7 billion, but net income attributable to common stockholders decreased by 6% to $213.0 million, and earnings per share decreased by 5% to $3.23. In November 2025, PAG strategically acquired four Toyota and Lexus dealerships, including Longo Toyota, which is projected to add an estimated $1.5 billion in annualized revenue.

Demand for Penske Automotive Group's products and services exhibits seasonality, with the third quarter impacted by new model year changes and EV tax credit expirations. The company experiences strong demand in its service and parts business due to an aging vehicle fleet and the complexity of premium vehicles. The rental business is seasonal and has been negatively impacted by downturns in the freight market, affecting demand for new and used trucks.

Penske Automotive Group (PAG) is a diversified international transportation services company and one of the world's leading automotive and commercial truck retailers. The company operates in the consumer discretionary sector, focusing on retail automotive, retail commercial truck, commercial vehicle, engine, and power systems distribution, and non-automotive investments, including a significant stake in Penske Transportation Solutions.

Penske Automotive Group has a significant international presence, operating dealerships in the United States, the United Kingdom, Canada, Germany, Italy, Japan, and Australia. Additionally, the company distributes and retails commercial vehicles, diesel and gas engines, power systems, and related parts and services primarily in Australia and New Zealand.

Penske Automotive Group has demonstrated a strong commitment to employee satisfaction, with numerous stores consistently recognized in the top 100 of Automotive News' Best Places to Work For. However, the company's reputation was indirectly affected by a cyber incident in Land Rover, which contributed to higher SG&A to growth in Q3 2025.

Penske Automotive Group's ownership is largely held by institutional investors and corporate insiders. Penske Corporation, Inc. holds a controlling interest of 51.90% of the company's shares. Mitsui & Co., Ltd. is the second-largest holder with a 20.23% stake. Major institutional investors collectively own approximately 77.08% of the stock.