Barclays Begins Coverage of Penske Automotive Group with Overweight Rating and Sets Price Target at $195
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 12 2025
0mins
Should l Buy PAG?
Source: Benzinga
Real-time Intelligence: Benzinga Pro offers the fastest news alerts to help traders stay informed and make timely decisions in the stock market.
Exclusive Content: Subscribers gain access to unique stories and insights generated by Benzinga reporters, enhancing their trading strategies.
Community of Traders: Over 10,000 serious traders are part of the Benzinga Pro community, sharing knowledge and resources to improve their market performance.
Market Winning Tools: The platform is designed to provide traders with the tools and information necessary to succeed in their trading endeavors.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy PAG?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on PAG
Wall Street analysts forecast PAG stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for PAG is 187.00 USD with a low forecast of 175.00 USD and a high forecast of 195.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
5 Analyst Rating
4 Buy
1 Hold
0 Sell
Strong Buy
Current: 161.900
Low
175.00
Averages
187.00
High
195.00
Current: 161.900
Low
175.00
Averages
187.00
High
195.00
About PAG
Penske Automotive Group, Inc. is a diversified international transportation services company. The Company operates dealerships in the United States, the United Kingdom, Canada, Germany, Italy, Japan and Australia. It also distributes and retails commercial vehicles, diesel and gas engines, power systems, and related parts and services principally in Australia and New Zealand. Additionally, it owns 28.9% of Penske Transportation Solutions (PTS). Its segments include Retail Automotive, Retail Commercial Truck, Other and Non-Automotive Investments. Retail Automotive segment consists of its retail automotive dealership operations. Retail Commercial Truck consists of its retail commercial truck dealership operations in the United States and Canada. Other segment consists of its commercial vehicle and power systems distribution operations. Non-Automotive Investments segment consists of its equity method investments in non-automotive operations which includes its investment in PTS and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Penske Automotive Group Acquires Lexus Dealerships in Orlando
- Acquisition Announcement: Penske Automotive Group has announced the acquisition of Lexus dealerships in Orlando, Florida, which is expected to generate $450 million in annual revenue, enhancing its competitive position in a rapidly growing market despite the undisclosed deal price.
- Strategic Expansion: This acquisition will expand Penske's scale in the U.S. luxury and import automotive market, leveraging its existing infrastructure in Central Florida to improve overall operational efficiency and market share.
- Funding Strategy: Penske plans to fund the acquisition through cash flow from operations and availability under its U.S. credit agreement, demonstrating financial robustness and confidence in future growth prospects.
- Ongoing M&A Activity: Over the past two years, Penske has been actively pursuing acquisitions, including Toyota/Lexus, Ferrari, Porsche, and Ford dealerships, indicating a strategic focus on deepening its presence in the luxury automotive sector.
See More
Penske Automotive Group Acquires Lexus Dealerships in Florida
- Acquisition Agreement: Penske Automotive Group has signed an agreement to acquire Lexus of Orlando and Lexus of Winter Park, which is expected to add $450 million in annual revenue, significantly enhancing the company's market share.
- Funding Source: The company plans to fund the acquisition through operational cash flow and availability under its U.S. credit agreement, ensuring financial flexibility and stability to mitigate risks.
- Market Expansion: North American Operations Officer Rich Shearing stated that the acquisition will expand the company's scale in one of the fastest-growing states in the U.S., leveraging existing infrastructure in Central Florida to enhance competitive positioning.
- Market Reaction: In pre-market trading on the NYSE, Penske Automotive shares fell 0.5% to $158.50, reflecting a cautious market sentiment regarding the acquisition news.
See More
Penske Automotive Group to Acquire Two Lexus Dealerships in Florida
- Acquisition Agreement: Penske Automotive Group has signed an agreement to acquire Lexus of Orlando and Lexus of Winter Park in Central Florida, expected to add $450 million in annualized revenue, thereby strengthening its position in a rapidly growing market.
- Strategic Expansion: This acquisition will expand Penske's scale in one of the fastest-growing states in the U.S., leveraging its existing infrastructure in Florida to enhance market competitiveness and improve customer service capabilities.
- Transaction Timeline: The deal is expected to close in the first quarter of 2026, subject to customary conditions, with Penske planning to fund the acquisition through operational cash flow and availability under its U.S. credit agreement.
- Global Business Presence: Penske Automotive Group operates in multiple countries worldwide with over 27,700 employees, and this acquisition will further enhance its market share and operational integration capabilities in North America.
See More
Penske Automotive Group (PAG) to Release 2025 Financial Results on February 11, 2026
- Earnings Release Schedule: Penske Automotive Group will announce its financial results for the year ended December 31, 2025, on February 11, 2026, with information accessible on its website, ensuring transparency and timely communication with investors.
- Investor Conference Call: A conference call will be held at 2:00 PM EST on the same day, allowing investors to dial in and participate, reflecting the company's commitment to investor relations and enhancing market confidence.
- Webcast Replay Availability: After the call, a replay will be available for 7 days, ensuring that investors who cannot attend live can still access critical information, thereby improving information accessibility.
- Global Business Overview: Penske Automotive Group operates in multiple countries with over 27,700 employees, showcasing its diversified presence and market influence in the international transportation services sector.
See More
Five Companies Expected to Raise Dividends by Over 39% in 2025
- Primerica Dividend Growth: Primerica (PRI) is expected to increase its dividend by 39% in 2025, marking a doubling of its payout over the past four years, reflecting the company's robust performance in insurance and financial products.
- Yum China Dividend Surge: Yum China Holdings (YUMC) plans a 50% dividend increase in 2025, with a commitment to return $3 billion to shareholders, showcasing its expansion potential and consistent revenue growth in the Chinese market.
- Comfort Systems Dividend Explosion: Comfort Systems (FIX) anticipates a 60% dividend increase in 2025, with its dividend having surged 471% since 2020, indicating strong demand and profitability in the building services sector.
- Howmet Aerospace Dividend Doubling: Howmet Aerospace (HWM) is projected to double its dividend by 100% in 2025, driven by strong growth in the aerospace industry and a recent $1.8 billion acquisition that will enhance future cash flow and shareholder returns.
See More
U.S. Retail Sales Rise 0.6% Month-over-Month in November
- Retail Sales Growth: According to the U.S. Census Bureau, retail sales rose 0.6% month-over-month in November and were up 3.3% year-over-year, exceeding economists' expectations of 0.4%, indicating consumer spending resilience that could positively impact GDP.
- Strong Clothing Sales: Clothing stores saw a 7.5% year-over-year increase, providing positive signals for mall retailers like Gap and Urban Outfitters, suggesting enhanced consumer potential during the holiday season.
- Outstanding Nonstore Retail Performance: The nonstore retail category outperformed with a 7.2% year-over-year increase in November, crucial for e-commerce players like Amazon and Wayfair, reflecting strong demand during the holiday shopping season.
- Underperformance in Auto Dealers: The auto dealer group experienced a 1.1% year-over-year decline in November, indicating challenges for the sector that may affect the performance of related companies.
See More
Penske Automotive Group Acquires Lexus Dealerships in Orlando
- Acquisition Announcement: Penske Automotive Group has announced the acquisition of Lexus dealerships in Orlando, Florida, which is expected to generate $450 million in annual revenue, enhancing its competitive position in a rapidly growing market despite the undisclosed deal price.
- Strategic Expansion: This acquisition will expand Penske's scale in the U.S. luxury and import automotive market, leveraging its existing infrastructure in Central Florida to improve overall operational efficiency and market share.
- Funding Strategy: Penske plans to fund the acquisition through cash flow from operations and availability under its U.S. credit agreement, demonstrating financial robustness and confidence in future growth prospects.
- Ongoing M&A Activity: Over the past two years, Penske has been actively pursuing acquisitions, including Toyota/Lexus, Ferrari, Porsche, and Ford dealerships, indicating a strategic focus on deepening its presence in the luxury automotive sector.
See More
Penske Automotive Group Acquires Lexus Dealerships in Florida
- Acquisition Agreement: Penske Automotive Group has signed an agreement to acquire Lexus of Orlando and Lexus of Winter Park, which is expected to add $450 million in annual revenue, significantly enhancing the company's market share.
- Funding Source: The company plans to fund the acquisition through operational cash flow and availability under its U.S. credit agreement, ensuring financial flexibility and stability to mitigate risks.
- Market Expansion: North American Operations Officer Rich Shearing stated that the acquisition will expand the company's scale in one of the fastest-growing states in the U.S., leveraging existing infrastructure in Central Florida to enhance competitive positioning.
- Market Reaction: In pre-market trading on the NYSE, Penske Automotive shares fell 0.5% to $158.50, reflecting a cautious market sentiment regarding the acquisition news.
See More
Penske Automotive Group to Acquire Two Lexus Dealerships in Florida
- Acquisition Agreement: Penske Automotive Group has signed an agreement to acquire Lexus of Orlando and Lexus of Winter Park in Central Florida, expected to add $450 million in annualized revenue, thereby strengthening its position in a rapidly growing market.
- Strategic Expansion: This acquisition will expand Penske's scale in one of the fastest-growing states in the U.S., leveraging its existing infrastructure in Florida to enhance market competitiveness and improve customer service capabilities.
- Transaction Timeline: The deal is expected to close in the first quarter of 2026, subject to customary conditions, with Penske planning to fund the acquisition through operational cash flow and availability under its U.S. credit agreement.
- Global Business Presence: Penske Automotive Group operates in multiple countries worldwide with over 27,700 employees, and this acquisition will further enhance its market share and operational integration capabilities in North America.
See More
Penske Automotive Group (PAG) to Release 2025 Financial Results on February 11, 2026
- Earnings Release Schedule: Penske Automotive Group will announce its financial results for the year ended December 31, 2025, on February 11, 2026, with information accessible on its website, ensuring transparency and timely communication with investors.
- Investor Conference Call: A conference call will be held at 2:00 PM EST on the same day, allowing investors to dial in and participate, reflecting the company's commitment to investor relations and enhancing market confidence.
- Webcast Replay Availability: After the call, a replay will be available for 7 days, ensuring that investors who cannot attend live can still access critical information, thereby improving information accessibility.
- Global Business Overview: Penske Automotive Group operates in multiple countries with over 27,700 employees, showcasing its diversified presence and market influence in the international transportation services sector.
See More
Five Companies Expected to Raise Dividends by Over 39% in 2025
- Primerica Dividend Growth: Primerica (PRI) is expected to increase its dividend by 39% in 2025, marking a doubling of its payout over the past four years, reflecting the company's robust performance in insurance and financial products.
- Yum China Dividend Surge: Yum China Holdings (YUMC) plans a 50% dividend increase in 2025, with a commitment to return $3 billion to shareholders, showcasing its expansion potential and consistent revenue growth in the Chinese market.
- Comfort Systems Dividend Explosion: Comfort Systems (FIX) anticipates a 60% dividend increase in 2025, with its dividend having surged 471% since 2020, indicating strong demand and profitability in the building services sector.
- Howmet Aerospace Dividend Doubling: Howmet Aerospace (HWM) is projected to double its dividend by 100% in 2025, driven by strong growth in the aerospace industry and a recent $1.8 billion acquisition that will enhance future cash flow and shareholder returns.
See More
U.S. Retail Sales Rise 0.6% Month-over-Month in November
- Retail Sales Growth: According to the U.S. Census Bureau, retail sales rose 0.6% month-over-month in November and were up 3.3% year-over-year, exceeding economists' expectations of 0.4%, indicating consumer spending resilience that could positively impact GDP.
- Strong Clothing Sales: Clothing stores saw a 7.5% year-over-year increase, providing positive signals for mall retailers like Gap and Urban Outfitters, suggesting enhanced consumer potential during the holiday season.
- Outstanding Nonstore Retail Performance: The nonstore retail category outperformed with a 7.2% year-over-year increase in November, crucial for e-commerce players like Amazon and Wayfair, reflecting strong demand during the holiday shopping season.
- Underperformance in Auto Dealers: The auto dealer group experienced a 1.1% year-over-year decline in November, indicating challenges for the sector that may affect the performance of related companies.
See More
