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Penske Automotive Group ( (PAG) ) just unveiled an announcement.
On February 11, 2026, Penske Automotive Group reported that fourth-quarter 2025 revenue declined to $7.8 billion from $8.1 billion a year earlier, with net income attributable to common stockholders falling to $186.1 million and EPS to $2.83, reflecting weaker auto and commercial truck demand despite strong service and parts performance. For full-year 2025, revenue was flat at $31.8 billion while net income slipped 4% to $935.4 million, as the company benefited from record service and parts gross profit but faced softer new and used unit volumes, particularly from U.K. market weakness, premium-brand pull-forward effects, divestitures, and freight market softness.
The group continued to reshape its portfolio by divesting 23 non-strategic dealerships over the past two years while acquiring Penske Motor Group in November 2025 and signing deals in January 2026 for two Lexus stores in Florida, transactions expected to add roughly $2 billion in annualized revenue and deepen its presence in high-volume Toyota and Lexus franchises. Capital allocation remained shareholder-friendly, with 1.18 million shares repurchased in 2025, repayment of $550 million of notes at maturity in September 2025, and the board declaring a 1.4% increase in the quarterly dividend to $1.40 per share, payable March 5, 2026, marking the 21st consecutive quarterly dividend raise and underscoring confidence in cash generation amid a challenging operating environment.
The most recent analyst rating on (PAG) stock is a Buy with a $190.00 price target. To see the full list of analyst forecasts on Penske Automotive Group stock, see the PAG Stock Forecast page.
Spark’s Take on PAG Stock
According to Spark, TipRanks’ AI Analyst, PAG is a Outperform.
Penske Automotive Group’s strong financial performance, highlighted by robust revenue growth and improved profitability, is the most significant factor driving its stock score. The recent dealership acquisition further strengthens its market position. However, technical indicators suggest caution due to potential overbought conditions, and challenges highlighted in the earnings call, such as cyber incidents and declining truck sales, present risks.
To see Spark’s full report on PAG stock, click here.
More about Penske Automotive Group
Penske Automotive Group, Inc. is a diversified international transportation services company and a major retailer of automotive and commercial trucks, operating new and used vehicle dealerships along with finance, insurance, service, and parts operations. The company also holds a significant equity stake in Penske Transportation Solutions, a leading provider of full-service truck leasing, rental, maintenance, and logistics services.
Average Trading Volume: 237,267
Technical Sentiment Signal: Strong Buy
Current Market Cap: $10.98B
See more data about PAG stock on TipRanks’ Stock Analysis page.