Zacks Research Issues Positive Outlook for PAG Earnings

Penske Automotive Group, Inc. (NYSE:PAG) – Analysts at Zacks Research upped their Q1 2026 earnings estimates for shares of Penske Automotive Group in a research report issued to clients and investors on Wednesday, February 25th. Zacks Research analyst Team now expects that the company will post earnings per share of $3.14 for the quarter, up from their prior estimate of $3.10. The consensus estimate for Penske Automotive Group’s current full-year earnings is $13.86 per share. Zacks Research also issued estimates for Penske Automotive Group’s Q2 2026 earnings at $3.66 EPS, Q3 2026 earnings at $3.62 EPS, Q4 2026 earnings at $3.51 EPS, FY2026 earnings at $13.92 EPS, Q1 2027 earnings at $3.75 EPS, Q2 2027 earnings at $3.70 EPS, Q3 2027 earnings at $3.81 EPS, Q4 2027 earnings at $3.80 EPS, FY2027 earnings at $15.06 EPS and FY2028 earnings at $15.77 EPS.

Penske Automotive Group (NYSE:PAG) last posted its quarterly earnings results on Wednesday, February 11th. The company reported $2.91 earnings per share for the quarter, missing analysts’ consensus estimates of $3.19 by ($0.28). The firm had revenue of $7.77 billion during the quarter, compared to the consensus estimate of $7.62 billion. Penske Automotive Group had a return on equity of 15.77% and a net margin of 2.91%.The business’s revenue for the quarter was down 3.8% compared to the same quarter last year. During the same quarter in the previous year, the company earned $3.54 earnings per share.

A number of other research firms have also recently commented on PAG. Weiss Ratings reissued a “buy (b)” rating on shares of Penske Automotive Group in a report on Friday, October 31st. Bank of America started coverage on Penske Automotive Group in a research report on Tuesday, December 9th. They set a “buy” rating and a $195.00 target price for the company. Deutsche Bank Aktiengesellschaft reissued a “buy” rating on shares of Penske Automotive Group in a research note on Monday, December 8th. JPMorgan Chase & Co. lowered their price target on Penske Automotive Group from $180.00 to $175.00 and set a “neutral” rating on the stock in a report on Wednesday, November 5th. Finally, Barclays increased their price objective on shares of Penske Automotive Group from $190.00 to $195.00 and gave the company an “overweight” rating in a report on Tuesday, February 17th. Seven equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $184.43.

Penske Automotive Group Stock Down 1.2%

PAG opened at $157.64 on Friday. The stock has a market cap of $10.38 billion, a price-to-earnings ratio of 11.68, a price-to-earnings-growth ratio of 1.65 and a beta of 0.92. The company has a debt-to-equity ratio of 0.32, a quick ratio of 0.22 and a current ratio of 0.99. The firm’s fifty day moving average is $163.73 and its 200 day moving average is $168.48. Penske Automotive Group has a fifty-two week low of $134.05 and a fifty-two week high of $189.51.

Penske Automotive Group Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, March 5th. Investors of record on Wednesday, February 25th will be paid a dividend of $1.40 per share. The ex-dividend date of this dividend is Wednesday, February 25th. This is a boost from Penske Automotive Group’s previous quarterly dividend of $1.38. This represents a $5.60 dividend on an annualized basis and a yield of 3.6%. Penske Automotive Group’s dividend payout ratio is currently 41.48%.

Hedge Funds Weigh In On Penske Automotive Group

A number of institutional investors and hedge funds have recently made changes to their positions in PAG. Navalign LLC bought a new stake in shares of Penske Automotive Group in the 4th quarter worth about $26,000. Rothschild Investment LLC lifted its holdings in shares of Penske Automotive Group by 935.3% in the 3rd quarter. Rothschild Investment LLC now owns 176 shares of the company’s stock valued at $31,000 after acquiring an additional 159 shares during the last quarter. International Assets Investment Management LLC purchased a new position in Penske Automotive Group in the fourth quarter worth about $30,000. Root Financial Partners LLC bought a new stake in Penske Automotive Group during the third quarter worth approximately $33,000. Finally, Acadian Asset Management LLC purchased a new stake in Penske Automotive Group during the first quarter valued at approximately $42,000. 77.08% of the stock is owned by hedge funds and other institutional investors.

Penske Automotive Group News Summary

Here are the key news stories impacting Penske Automotive Group this week:

• Positive Sentiment: Zacks raised near‑term 2026 estimates — including FY2026 to $13.92 (from $13.71) and lifts to Q1, Q3 and Q4 2026 estimates — which implies a slightly stronger near‑term earnings outlook. Zacks Research raises 2026 estimates
• Positive Sentiment: Zacks published a FY2028 projection of $15.77 per share, signaling expected earnings growth beyond 2027. Longer‑term upside expectations can be supportive for valuation. Zacks FY2028 estimate
• Neutral Sentiment: Zacks released a comprehensive set of quarterly estimates for 2026–2028 (Q1–Q4 2026, FY2026; Q1–Q4 2027, FY2027; FY2028). The firm’s FY2026 and FY2028 views differ from prior calls but the current consensus for the company’s latest reported full year remains near $13.86. Zacks full slate of estimates
• Negative Sentiment: Zacks trimmed multiple 2027 quarterly estimates (Q1 2027 to $3.75 from $3.78, Q2 2027 to $3.70 from $3.76, Q3 2027 to $3.81 from $3.82, Q4 2027 to $3.80/$3.80) and lowered FY2027 to $15.06 (from $15.22). Those downward revisions to 2027 guidance are the main negative catalyst pressuring the stock. Zacks trims 2027 estimates
• Negative Sentiment: Some minor cuts to adjacent quarters (e.g., small Q2 2026 reduction) reflect conservative tweaks that, while individually small, cumulatively temper near‑to‑medium term expectations. Minor quarterly tweaks

Penske Automotive Group Company Profile

Penske Automotive Group, Inc (NYSE: PAG), headquartered in Bloomfield Township, Michigan, is an international transportation services company primarily focused on automotive and commercial truck dealerships. The company retails new and pre-owned vehicles across a broad spectrum of brands, while offering parts, maintenance, collision repair and reconditioning services. In addition, Penske provides financing and insurance products through its integrated finance and insurance operations, supporting both retail customers and commercial clients.

Formed in 1990 as United Auto Group and publicly traded since 1999, Penske Automotive Group has grown through organic expansion and strategic acquisitions to establish a network of dealerships and service centers across the United States and Europe.