PAGNYSERetail-Auto Dealers & Gasoline StationsFiscal year ends December 31
PENSKE AUTOMOTIVE GROUP, INC.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 30, 2026
$212.00−0.42 (-0.20%)
Close on Oct 19, 2026
- Market cap
- $13.94B
- P/E (TTM)
- 15.4
- Dividend yield
- 2.44%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
28.2%
19M of 66M shares
Institutional holders
392
65 new, 43 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
0 buys · 3 sales
Net sold $832.17K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Penske Corporation | 34,333,500 | 52.30% | 13D (active) amendment | Oct 15, 2026 |
| Mitsui & Co., Ltd. | 13,322,205 | 20.30% | 13D (active) amendment | Oct 15, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of PAG | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2,333,144 | 3.55% | $417.52M | −68,122 | 0.01% |
| Dimensional Fund Advisors LP | 1,648,081 | 2.51% | $294.93M | +200,171 | 0.05% |
| Victory Capital Management Inc | 1,642,363 | 2.50% | $293.90M | −11,671 | 0.16% |
| Bank Of Montreal /Can/ | 825,389 | 1.26% | $147.70M | +1,060 | 0.05% |
| Vanguard Portfolio Management LLC | 796,548 | 1.21% | $142.54M | −19,585 | 0.01% |
| Vanguard Capital Management LLC | 764,299 | 1.16% | $136.77M | +6,351 | 0.00% |
| Lsv Asset Management | 678,533 | 1.03% | $121.42K | −46,200 | 0.22% |
| Charles Schwab Investment Management Inc | 631,653 | 0.96% | $113.03M | +59,350 | 0.02% |
| State Street Corp | 625,209 | 0.95% | $111.88M | −10,456 | 0.00% |
| Morgan Stanley | 584,751 | 0.89% | $104.64M | +7,079 | 0.01% |
| Aqr Capital Management LLC | 456,043 | 0.69% | $81.61M | −3,594 | 0.03% |
| Bank Of America Corp /De/ | 441,829 | 0.67% | $79.07M | −21,955 | 0.01% |
| Gamco Investors, Inc. Et Al | 394,387 | 0.60% | $70.58M | −608 | 0.63% |
| Goldman Sachs Group Inc | 385,752 | 0.59% | $69.03M | +40,982 | 0.01% |
| Bank of New York Mellon Corp | 378,997 | 0.58% | $67.82M | −9,980 | 0.01% |
| Geode Capital Management, LLC | 355,157 | 0.54% | $63.57M | +1,177 | 0.00% |
| Bahl & Gaynor Inc | 264,799 | 0.40% | $47.39M | +129,390 | 0.22% |
| UBS Group AG | 245,492 | 0.37% | $43.93M | +69,666 | 0.01% |
| Invesco Ltd. | 241,287 | 0.37% | $43.18M | +38,309 | 0.00% |
| Norges Bank | 200,575 | 0.31% | $35.89M | New | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 392 | 19M | 28.2% | 65 / 145 | 104 / 43 | 2M | 2M |
| Q1 2026 | 375 | 19M | 28.3% | 50 / 131 | 127 / 63 | 4M | 1M |
| Q4 2025 | 395 | 17M | 26.3% | 73 / 120 | 131 / 54 | 3M | 1M |
| Q3 2025 | 387 | 17M | 25.8% | 59 / 127 | 130 / 35 | 1M | 1M |
| Q2 2025 | 368 | 17M | 25.7% | 46 / 121 | 133 / 61 | 2M | 2M |
| Q1 2025 | 390 | 16M | 24.8% | 56 / 148 | 117 / 36 | 1M | 1M |
| Q4 2024 | 373 | 16M | 24.5% | 53 / 126 | 128 / 47 | 1M | 1M |
| Q3 2024 | 371 | 16M | 24.6% | 53 / 103 | 140 / 28 | 3M | 2M |
| Q2 2024 | 351 | 17M | 26.0% | 42 / 112 | 123 / 49 | 1M | 2M |
| Q1 2024 | 361 | 18M | 28.1% | 39 / 104 | 143 / 43 | 2M | 1M |
| Q4 2023 | 365 | 18M | 27.2% | 52 / 104 | 141 / 38 | 1M | 2M |
| Q3 2023 | 354 | 18M | 27.6% | 52 / 109 | 127 / 44 | 2M | 3M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of PAG | Value | % of fund | As of |
|---|---|---|---|---|---|
| Victory Sycamore Established Value Fund | 1,195,000 | 1.82% | $213.85M | 1.39% | Jun 30, 2026 |
| iShares Core S&P Mid-Cap ETF | 629,470 | 0.96% | $112.64M | 0.09% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 522,556 | 0.80% | $93.51M | 0.00% | Jun 30, 2026 |
| Schwab U.S. Dividend Equity ETF | 440,314 | 0.67% | $73.70M | 0.08% | May 31, 2026 |
| 1290 VT GAMCO Small Company Value Portfolio | 393,000 | 0.60% | $70.33M | 1.57% | Jun 30, 2026 |
| iShares Select Dividend ETF | 391,236 | 0.60% | $85.02M | 0.36% | Jul 31, 2026 |
| Vanguard Small-Cap Index Fund | 376,630 | 0.57% | $67.40M | 0.04% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 238,798 | 0.36% | $42.73M | 0.06% | Jun 30, 2026 |
| U.S. Targeted Value Portfolio | 226,214 | 0.34% | $49.16M | 0.29% | Jul 31, 2026 |
| Dimensional U.S. Targeted Value ETF | 216,864 | 0.33% | $47.13M | 0.33% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 211,044 | 0.32% | $37.77M | 0.04% | Jun 30, 2026 |
| Bahl & Gaynor Small/Mid Cap Income Growth ETF | 187,710 | 0.29% | $33.59M | 2.31% | Jun 30, 2026 |
| WisdomTree U.S. Midcap Dividend Fund | 130,972 | 0.20% | $23.44M | 0.59% | Jun 30, 2026 |
| U.S. Core Equity 2 Portfolio | 122,127 | 0.19% | $26.54M | 0.07% | Jul 31, 2026 |
| U.S. Small Cap Value Portfolio | 121,675 | 0.19% | $26.44M | 0.14% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Roger S. Penske | Chair & CEO, Director, 10% owner | 34,333,500 | 52.29% | Jun 3, 2026 |
| Robert H. Kurnick Jr | President, Director | 74,096 | 0.11% | Jun 3, 2026 |
| Gregory W. Penske | Vice Chair, Director | 49,157 | 0.07% | Dec 18, 2025 |
| Claude H. Denker III | EVP - Human Resources | 30,688 | 0.05% | Jun 3, 2026 |
| Michelle Hulgrave | EVP & CFO | 17,596 | 0.03% | Jun 3, 2026 |
| Shane M. Spradlin | EVP, Gen. Counsel & Sec. | 34,963 | 0.05% | Jun 3, 2026 |
| Greg C. Smith | Director | 0 | – | Sep 3, 2026 |
| Sandra E. Pierce | Director | 24,077 | 0.04% | Sep 3, 2026 |
| Wolfgang Duerheimer | Director | – | – | Sep 3, 2026 |
| Raymond E. Scott | Director | 0 | – | Sep 3, 2026 |
| Lisa Ann Davis | Director | 3,017 | 0.00% | Sep 3, 2026 |
| David Hoogendoorn | Director | 0 | – | Sep 3, 2026 |
| Kimberly J. McWaters | Director | 0 | – | Mar 9, 2026 |
| Michael R. Eisenson | Director | 74,591 | 0.11% | Dec 18, 2025 |
| H. Brian Thompson | Director | 118,008 | 0.18% | Dec 18, 2025 |
| Yosuke Kawakami | Director | 0 | – | May 14, 2025 |
| John Barr | Director | 0 | – | Mar 14, 2025 |
| Ronald G. Steinhart | Director | 51,912 | 0.08% | Dec 13, 2024 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Michelle Hulgrave EVP & CFO | Jun 2, 2026 | Sale | −1,500 | $171.80 | $257.70K | 17,596 |
| Claude H. Denker III EVP - Human Resources | Jun 1, 2026 | Tax withholding | −2,977 | $170.44 | $507.40K | 30,688 |
| Michelle Hulgrave EVP & CFO | Jun 1, 2026 | Tax withholding | −2,718 | $170.44 | $463.26K | 19,096 |
| Shane M. Spradlin EVP, Gen. Counsel & Sec. | Jun 1, 2026 | Tax withholding | −3,181 | $170.44 | $542.17K | 34,963 |
| Roger S. Penske Chair & CEO, Director, 10% owner | Jun 1, 2026 | Tax withholding | −27,598 | $170.44 | $4.70M | 152,379 |
| Robert H. Kurnick Jr President, Director | Jun 1, 2026 | Tax withholding | −5,552 | $170.44 | $946.28K | 33,512 |
| Greg C. Smith Director | May 18, 2026 | Sale | −1,488 | $160.02 | $238.11K | 0 |
| Robert H. Kurnick Jr President, Director | Feb 25, 2026 | Award | +9,984 | – | – | 39,064 |
| Michelle Hulgrave EVP & CFO | Feb 25, 2026 | Award | +4,992 | – | – | 21,814 |
| Shane M. Spradlin EVP, Gen. Counsel & Sec. | Feb 25, 2026 | Award | +4,992 | – | – | 38,144 |
| Roger S. Penske Chair & CEO, Director, 10% owner | Feb 25, 2026 | Award | +39,935 | – | – | 179,977 |
| Claude H. Denker III EVP - Human Resources | Feb 25, 2026 | Award | +4,992 | – | – | 33,665 |
| Michelle Hulgrave EVP & CFO | Feb 25, 2026 | Award | +4,994 | – | – | 21,816 |
| Robert H. Kurnick Jr President, Director | Feb 25, 2026 | Award | +9,987 | – | – | 39,067 |
| Claude H. Denker III EVP - Human Resources | Feb 25, 2026 | Award | +4,994 | – | – | 33,667 |
| Shane M. Spradlin EVP, Gen. Counsel & Sec. | Feb 25, 2026 | Award | +4,994 | – | – | 38,146 |
| Roger S. Penske Chair & CEO, Director, 10% owner | Feb 25, 2026 | Award | +39,949 | – | – | 179,991 |
| Lisa Ann Davis Director | Dec 16, 2025 | Award | +1,488 | – | – | 1,488 |
| H. Brian Thompson Director | Dec 16, 2025 | Award | +1,801 | – | – | 1,801 |
| Greg C. Smith Director | Dec 16, 2025 | Award | +1,488 | – | – | 1,488 |
| Michael R. Eisenson Director | Dec 16, 2025 | Award | +1,488 | – | – | 74,591 |
| Gregory W. Penske Vice Chair, Director | Dec 16, 2025 | Award | +1,364 | – | – | 1,364 |
| Sandra E. Pierce Director | Dec 16, 2025 | Award | +1,488 | – | – | 22,548 |
| Michelle Hulgrave EVP & CFO | Nov 24, 2025 | Sale | −2,100 | $160.17 | $336.36K | 16,822 |
| Robert H. Kurnick Jr President, Director | Nov 21, 2025 | Gift | −943 | – | – | 40,584 |
| Sandra E. Pierce Director | Aug 29, 2025 | Sale | −1,604 | $187.05 | $300.03K | 1,529 |
| Michelle Hulgrave EVP & CFO | Aug 19, 2025 | Sale | −1,100 | $182.55 | $200.81K | 18,922 |
| Lisa Ann Davis Director | Aug 18, 2025 | Sale | −1,604 | $180.74 | $289.91K | 1,529 |
| Shane M. Spradlin EVP, Gen. Counsel & Sec. | Aug 13, 2025 | Sale | −3,000 | $184.30 | $552.90K | 33,152 |
| Shane M. Spradlin EVP, Gen. Counsel & Sec. | Jun 9, 2025 | Sale | −3,158 | $167.10 | $527.70K | 36,152 |
| Greg C. Smith Director | Jun 3, 2025 | Sale | −1,529 | $161.64 | $247.15K | 0 |
| Roger S. Penske Chair & CEO, Director, 10% owner | Jun 3, 2025 | Sale | −77,357 | $161.37 | $12.48M | 140,042 |
| Robert H. Kurnick Jr President, Director | Jun 2, 2025 | Sale | −11,357 | $160.11 | $1.82M | 29,080 |
| Roger S. Penske Chair & CEO, Director, 10% owner | Jun 2, 2025 | Sale | −20,100 | $159.80 | $3.21M | 217,399 |
| Michelle Hulgrave EVP & CFO | Jun 2, 2025 | Sale | −1,500 | $163.08 | $244.62K | 20,022 |
| Robert H. Kurnick Jr President, Director | Jun 1, 2025 | Tax withholding | −8,781 | $164.18 | $1.44M | 40,437 |
| Roger S. Penske Chair & CEO, Director, 10% owner | Jun 1, 2025 | Tax withholding | −44,179 | $164.18 | $7.25M | 237,499 |
| Shane M. Spradlin EVP, Gen. Counsel & Sec. | Jun 1, 2025 | Tax withholding | −4,852 | $164.18 | $796.60K | 39,310 |
| Michelle Hulgrave EVP & CFO | Jun 1, 2025 | Tax withholding | −2,042 | $164.18 | $335.26K | 21,522 |
| Claude H. Denker III EVP - Human Resources | Jun 1, 2025 | Tax withholding | −4,539 | $164.18 | $745.21K | 28,673 |
| John Barr Director | Mar 13, 2025 | Sale | −1,529 | $155.45 | $237.68K | 0 |
| Claude H. Denker III EVP - Human Resources | Feb 19, 2025 | Award | +4,295 | – | – | 33,212 |
| Shane M. Spradlin EVP, Gen. Counsel & Sec. | Feb 19, 2025 | Award | +4,295 | – | – | 44,162 |
| Michelle Hulgrave EVP & CFO | Feb 19, 2025 | Award | +4,295 | – | – | 23,564 |
| Robert H. Kurnick Jr President, Director | Feb 19, 2025 | Award | +8,590 | – | – | 49,218 |
| Roger S. Penske Chair & CEO, Director, 10% owner | Feb 19, 2025 | Award | +34,361 | – | – | 281,678 |
| Robert H. Kurnick Jr President, Director | Feb 14, 2025 | Gift | −1,440 | – | – | 41,527 |
| Claude H. Denker III EVP - Human Resources | Feb 14, 2025 | Sale | −8,746 | $173.03 | $1.51M | 28,917 |
| H. Brian Thompson Director | Dec 11, 2024 | Award | +1,850 | – | – | 1,850 |
| John Barr Director | Dec 11, 2024 | Award | +1,529 | – | – | 1,529 |
| Michael R. Eisenson Director | Dec 11, 2024 | Award | +1,529 | – | – | 73,103 |
| Ronald G. Steinhart Director | Dec 11, 2024 | Award | +1,529 | – | – | 51,912 |
| Greg C. Smith Director | Dec 11, 2024 | Award | +1,529 | – | – | 1,529 |
| Gregory W. Penske Director | Dec 11, 2024 | Award | +2,324 | – | – | 2,324 |
| Sandra E. Pierce Director | Dec 11, 2024 | Award | +1,529 | – | – | 1,529 |
| Lisa Ann Davis Director | Dec 11, 2024 | Award | +1,529 | – | – | 1,529 |
| Claude H. Denker III EVP - Human Resources | Nov 12, 2024 | Gift | −250 | – | – | 37,663 |
| Ronald G. Steinhart Director | Nov 12, 2024 | Gift | −618 | – | – | 50,383 |
| Michael R. Eisenson Director | Nov 7, 2024 | Gift | −10,000 | – | – | 71,574 |
| John Barr Director | Aug 1, 2024 | Sale | −716 | $170.71 | $122.23K | 0 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| C. Hulgrave Michelle Officer | Jun 2, 2026 | 1,500 | $257.70K | Jun 2, 2026 | Restricted stock vesting under a registered plan |
| Greg C. Smith Director | May 18, 2026 | 1,488 | $239.38K | May 18, 2026 | Stock Award |
| C. Hulgrave Michelle Officer | Nov 24, 2025 | 2,100 | $336.35K | Nov 24, 2025 | Restricted stock vesting under a registered plan |
| E. Pierce Trust UAD 12-6-96 AMD 1-8-15 Sandra E. Pierce TTEE Sandra Vice Chairperson | Aug 29, 2025 | 1,604 | $301.44K | Aug 29, 2025 | Director Award |
| C. Hulgrave Michelle Director | Aug 19, 2025 | 1,100 | $200.81K | Aug 19, 2025 | Restricted stock vesting under a registered plan |
| Davis Revocable Trust The Director | Aug 18, 2025 | 1,604 | $289.90K | Aug 18, 2025 | Restricted stock vesting under a registered plan |
| Spradlin Shane Officer | Aug 13, 2025 | 3,000 | $552.90K | Aug 13, 2025 | Restricted stock vesting under a registered plan |
| Spradlin Shane Officer | Jun 9, 2025 | 3,158 | $527.70K | Jun 9, 2025 | Restricted stock vesting under a registered plan |
| Greg C. Smith Director | Jun 3, 2025 | 1,529 | $246.17K | Jun 3, 2025 | Stock Award |
| S. Penske Roger Officer | Jun 2, 2025 | 97,457 | $15.57M | Jun 2, 2025 | Restricted stock vesting under a registered plan |
| C. Hulgrave Michelle Officer | Jun 2, 2025 | 1,500 | $244.62K | Jun 2, 2025 | Restricted stock vesting under a registered plan |
| Kurnick Robert Jr Officer | Jun 2, 2025 | 11,357 | $1.82M | Jun 2, 2025 | Restricted stock vesting under a registered plan |
| Steinhart Ronald Director | May 19, 2025 | 5,610 | $936.98K | May 19, 2025 | Acquired as compensation -- Restricted Stock Units |
| John Barr Director | Mar 11, 2025 | 1,529 | $255.85K | Mar 11, 2025 | Stock Award |
| H. Denker Claude Iii Officer | Feb 14, 2025 | 8,746 | $1.51M | Feb 14, 2025 | Restricted stock vesting under a registered plan |