Asbury Automotive Group’s SWOT analysis: stock faces near-term headwinds
Asbury Automotive Group (NYSE: ABG) is undergoing a leadership transition with COO Dan Clara set to become CEO in May 2026, while facing near-term operational challenges such as adverse weather, compressed gross profit per unit, and disruptions from a Tekion technology platform rollout. Despite these headwinds, analysts anticipate a recovery in the second half of 2026 and into 2027, driven by cost efficiencies, improved comparable sales, and ongoing operational improvements, supporting a positive long-term outlook for the company.
Asbury Automotive Group’s SWOT analysis: stock faces near-term headwinds
Asbury Automotive Group (NYSE:ABG) is navigating a leadership transition alongside near-term operational challenges, primarily in the first half of 2026 due to adverse weather, compressed gross profit per unit, and the implementation of a new technology platform. Despite these headwinds, analysts project a recovery in the second half of 2026 and into 2027, driven by cost and efficiency improvements from the technology rollout and anticipated market stabilization. The company's strategic leadership succession and aggressive share buybacks indicate confidence in long-term growth.
Asbury Automotive Group’s SWOT analysis: stock faces near-term headwinds
Asbury Automotive Group (NYSE:ABG) is navigating a leadership transition and facing near-term operational challenges, including adverse weather, softer Gross Profit per Unit metrics, and the implementation of the Tekion platform. Analysts expect a recovery in the second half of 2026 and into 2027, driven by cost efficiencies and operational improvements. The SWOT analysis highlights both the company's strengths, such as strategic leadership succession and technology investment, and weaknesses like margin pressure and vulnerability to external factors.
Asbury Automotive Group stock hits 52-week low at 184.61 USD
Asbury Automotive Group (ABG) stock has fallen to a 52-week low of $184.61, marking a 21.24% decline over the past year. Despite recent financial results for Q1 2026 falling short of analyst expectations and leadership changes, InvestingPro analysis suggests the stock is undervalued. The company also amended its corporate governance by eliminating supermajority voting requirements.
Asbury Automotive Group stock hits 52-week low at 184.61 USD By Investing.com
Asbury Automotive Group's (ABG) stock has fallen to a 52-week low of $184.61, representing a 21.24% decline over the past year. Despite this, InvestingPro analysis suggests the stock is undervalued with a P/E ratio of 6.63. The company also recently reported Q1 2026 financial results below expectations, and announced leadership changes and corporate governance amendments.
Madison Asset Management LLC Sells 28,297 Shares of Asbury Automotive Group, Inc. $ABG
Madison Asset Management LLC decreased its stake in Asbury Automotive Group (NYSE:ABG) by 7.6%, selling 28,297 shares during the fourth quarter. The firm now holds 346,280 shares valued at approximately $80.5 million. This reduction comes as Asbury Automotive Group reported weaker-than-expected quarterly earnings and revenue, leading to a cautious outlook from analysts with a consensus "Hold" rating.
Asbury Stock Is Down 17%. One Fund Just Increased Its Bet by Millions
GoodHaven Capital Management recently increased its holdings in Asbury Automotive Group by purchasing 17,163 shares, valued at an estimated $3.81 million. This investment comes despite a 17% drop in Asbury's stock price, demonstrating confidence in the automotive retailer. Asbury Automotive Group is a major U.S. automotive retailer known for its diversified portfolio of dealerships and integrated business model focused on sales and after-sales services.
Asbury Stock Is Down 17%. One Fund Just Increased Its Bet by Millions
GoodHaven Capital Management recently increased its stake in Asbury Automotive Group (ABG) by buying 17,163 shares, a transaction estimated at $3.81 million. This move comes as ABG shares have dropped 17% while the S&P 500 has gained 26% in the same period. GoodHaven appears to be capitalizing on the stock's pullback, encouraged by Asbury's strong first-quarter performance, which included robust gross profits and continued share repurchases.
UBS Group AG Has $22.67 Million Stock Holdings in Asbury Automotive Group, Inc. $ABG
UBS Group AG significantly reduced its stake in Asbury Automotive Group, Inc. by 49.2% in the fourth quarter, selling 94,467 shares and retaining 97,475 shares valued at $22.67 million. This reduction comes as other institutional investors have adjusted their holdings. Asbury Automotive Group recently reported mixed quarterly results, missing analyst expectations for both earnings and revenue, with revenue declining year-over-year.
Book value per share of Asbury Automotive Group, Inc. – FWB:AWG
The article focuses on the book value per share of Asbury Automotive Group, Inc., traded under the symbol AWG on the Frankfurt Stock Exchange. It provides a snapshot of the company's financial data by presenting the book value per share along with periodic value and change percentages. The information is presented within the context of TradingView's financial data and tools.
ABG | Asbury Automotive Group, Inc. Financials - Income Statement
This page provides financial information for Asbury Automotive Group, Inc. (ABG), focusing on its income statement and other financial metrics. It includes data on Congress trading activity, insider trading, institutional holdings, corporate lobbying, and analyst ratings, alongside a company overview and executive compensation details.
Asbury Automotive (NYSE: ABG) shareholders back charter change and elect full board
Asbury Automotive Group (NYSE: ABG) stockholders approved a significant amendment to the company's charter, eliminating 80% supermajority voting requirements and replacing them with a simple majority standard for specified Charter and By-Law sections. The shareholders also re-elected all eleven director nominees, approved executive compensation, and ratified Ernst & Young LLP as the independent auditor for 2026. A proposal for special stockholder meetings did not pass.
Denali Advisors LLC Acquires 13,208 Shares of Asbury Automotive Group, Inc. $ABG
Denali Advisors LLC significantly increased its stake in Asbury Automotive Group (NYSE:ABG) by purchasing an additional 13,208 shares, bringing its total to 21,222 shares valued at approximately $4.9 million. This increase marks a 164.8% boost in its holdings during the fourth quarter. The article also notes Asbury's mixed quarterly results, with EPS and revenue missing analyst estimates, and highlights a cautious "Hold" consensus rating from analysts despite some price target adjustments.
Asbury Automotive Group (NYSE:ABG) Price Target Lowered to $220.00 at JPMorgan Chase & Co.
JPMorgan Chase & Co. has lowered its price target for Asbury Automotive Group (NYSE:ABG) to $220.00 from $235.00, while maintaining an "underweight" rating. This adjustment follows the company's recent earnings report, where it missed both EPS and revenue estimates. Despite the reduction, the new target still suggests a potential 10.02% upside from the previous closing price, and other analysts have varying ratings from "Buy" to "Sell" with an average target of $238.00.
Asbury Automotive Group removes supermajority voting after stockholder approval
Asbury Automotive Group announced that its stockholders approved amendments to eliminate all supermajority voting requirements from the company's Amended and Restated Certificate of Incorporation and By-Laws, replacing them with a simple majority vote. This decision was made during the 2026 Annual Meeting of Stockholders. The company, trading under NYSE:ABG, also recently reported missing its Q1 2026 earnings and revenue forecasts and announced a leadership change with David Hult transitioning to executive chairman and Dan Clara becoming CEO.
Vanguard Group Inc. Sells 25,219 Shares of Asbury Automotive Group, Inc. $ABG
Vanguard Group Inc. reduced its stake in Asbury Automotive Group, Inc. by 1.2% in the fourth quarter, selling 25,219 shares and now owning 2,140,824 shares valued at $497.8 million. The company missed Q4 earnings and revenue expectations, reporting $5.37 EPS on $4.11 billion revenue, while analysts maintain a "Hold" rating with an average target price of $241.57. Despite the institutional selling, insider activity showed a positive transaction with Director B. Christopher Disantis buying 500 shares.
Asbury Automotive sheds some dealerships as an investment in the future
Asbury Automotive Group is divesting several dealerships and investing in a new dealer management system (DMS) to enhance long-term efficiency and profitability. The company sold 10 dealerships and terminated three others, freeing up capital, and is transitioning over 50% of its stores to Tekion's DMS, with a nationwide rollout expected by fall 2026. While short-term efficiency dips are anticipated during the DMS transition, the automotive retail giant expects to fully harvest operating efficiencies by 2028.
Asbury Automotive sheds some dealerships as an investment in the future
Asbury Automotive Group is divesting from some dealerships and investing in a new dealer management system, Tekion, to improve long-term efficiency and profitability. The company sold 10 dealerships and terminated three others, freeing up capital, while implementing Tekion to replace CDK Global, which had a significant cybersecurity incident. This strategic shift is expected to yield greater operating efficiencies, with full benefits potentially realized by 2028.
[10-Q] ASBURY AUTOMOTIVE GROUP INC Quarterly Earnings Report
ASBURY AUTOMOTIVE GROUP INC (ABG) filed its Quarterly Earnings Report (Form 10-Q) for the period ended March 31, 2026. The report details the company's financial performance, including a slight decrease in total revenue but an increase in net income due to a significant gain on dealership divestitures. The company also provides an update on its share repurchase program and a pending legal proceeding with the Federal Trade Commission.
How Asbury’s Rising EPS and Aggressive Buybacks Will Impact Asbury Automotive Group (ABG) Investors
Asbury Automotive Group reported first-quarter revenue of US$4.11 billion and a significant increase in net income and diluted EPS to US$187.8 million and US$9.87, respectively. The company also completed a US$477.27 million share repurchase program, retiring over 2 million shares, which emphasizes its focus on enhancing per-share metrics. While these actions support short-term EPS growth, investors are cautioned to consider the risks associated with higher leverage and dependence on acquisitions.
Asbury Automotive Group Drops 5.0% Amid Sector-Wide Selling
Asbury Automotive Group (ABG) saw its shares plunge 5.0% on Monday, closing at $192.77, amidst a broader sector-wide selloff affecting auto dealership stocks. This decline, which also impacted peers like AutoNation and Group 1 Automotive, suggests investors are rotating out of the sector due to concerns about the automotive retail environment rather than company-specific issues. The synchronized drop points to potential macro headwinds impacting the industry, and investors are advised to monitor whether this weakness persists.
Asbury Automotive Group Drops 5.0% Amid Sector-Wide Selling
Asbury Automotive Group experienced a 5.0% drop in its stock price, closing at $192.77, as a broad sector-wide selloff affected auto dealership stocks. This decline was mirrored by peers like AutoNation and Group 1 Automotive, suggesting broader investor concerns about the automotive retail environment rather than company-specific issues for Asbury. The synchronized nature of the downturn indicates potential macro headwinds, prompting investors to monitor the persistence of this sector weakness.
Asbury Automotive CEO David Hult transitions to executive chairman By Investing.com
Asbury Automotive Group announced that CEO David Hult has transitioned to executive chairman, with Dan Clara taking over as CEO. Under Hult's leadership, Asbury Automotive significantly expanded its operations, more than doubled its revenue, tripled its share price, and nearly quadrupled its earnings per share. The company, now a Fortune 500 entity, also recently reported missing its Q1 2026 earnings and revenue forecasts.
Asbury Automotive CEO David Hult Transitions to Executive Chairman Role
David Hult, CEO of Asbury Automotive Group, has transitioned to the role of executive chairman, effective May 4, 2026, following a period of significant growth for the company, including doubling revenue and tripling share price during his tenure. Dan Clara will succeed him as CEO. The transition is part of a succession plan aimed at continuing Asbury's expansion and technological advancements in the U.S. automotive retail market.
Asbury Automotive Group CEO David Hult transitions to Executive Chairman following a transformative eight-year tenure
David Hult has transitioned from CEO to Executive Chairman of Asbury Automotive Group, effective May 4th, 2026, after an eight-year tenure marked by significant growth, including doubling revenue, tripling share price, and nearly quadrupling EPS. Under his leadership, Asbury expanded its market presence through strategic acquisitions and introduced technological innovations like Clicklane and the Tekion dealer management system. Dan Clara has succeeded Hult as CEO, vowing to continue building on the company's guest-centric strategy and operational excellence.
How Automotive News ranks the top 100 dealership groups for used-car sales
Automotive News ranks the top 100 dealership groups for used-car sales, with ZT Automotive debuting at No. 98. The article notes that top dealership groups sold more used vehicles in 2025 as new-car prices averaged $52,000, and Van Horn Auto Group leads with a 2.42 ratio of used vehicles sold for every new one. It highlights the continued tightness in supply, standing at 37 days.
Comerica Bank Has $4.39 Million Position in Asbury Automotive Group, Inc. $ABG
Comerica Bank significantly increased its stake in Asbury Automotive Group (ABG) by 103.1% in Q4, now holding 18,880 shares valued at $4.39 million. This increase occurred despite Asbury Automotive Group missing its Q4 earnings expectations with EPS of $5.37 against an expected $5.62 and revenue of $4.11 billion versus $4.37 billion. Analysts maintain a "Hold" consensus rating for ABG with a target price of $241.57, reflecting mixed sentiment among recent analyst reports.
Asbury Automotive Group (ABG) Misses Q1 Earnings and Revenue Estimates
Asbury Automotive Group (ABG) reported Q1 earnings of $5.37 per share and revenues of $4.11 billion, missing analyst estimates. This marks an earnings surprise of -5.42% and the company has underperformed the S&P 500 year-to-date. The stock currently holds a Zacks Rank #3 (Hold) reflecting expectations for market-aligned performance in the near future.
Is It Time To Reconsider Asbury Automotive Group (ABG) After Recent Share Price Weakness?
This article evaluates Asbury Automotive Group (ABG) following recent share price volatility, using Discounted Cash Flow (DCF) analysis and Price-to-Earnings (P/E) ratios. Both methods suggest that ABG, currently trading around US$201, is significantly undervalued. The DCF model indicates a 64.6% intrinsic discount compared to an estimated intrinsic value of $568.93 per share, while its P/E ratio of 7.10x is well below its industry average and Simply Wall St’s "Fair Ratio" of 13.64x.
Is It Time To Reconsider Asbury Automotive Group (ABG) After Recent Share Price Weakness?
Asbury Automotive Group (ABG) has experienced recent share price volatility, including a 14.2% year-to-date decline, leading investors to re-evaluate its valuation. A Discounted Cash Flow (DCF) analysis suggests the stock is undervalued by 64.6%, with an intrinsic value of $568.93 per share compared to its current price of around $201. Additionally, its P/E ratio of 7.10x is significantly below both the industry average and Simply Wall St's calculated "Fair Ratio" of 13.64x, reinforcing the argument that ABG may be undervalued.
Asbury (NYSE: ABG) Q1 profit jumps 42% as divestiture gains boost EPS
Asbury Automotive Group reported a 42% increase in Q1 2026 net income to $187.8 million, or $9.87 diluted EPS, primarily due to a $125.8 million gain from dealership divestitures. However, adjusted net income, which excludes these divestiture gains, fell 24% to $102.3 million, indicating weaker underlying performance, with same-store revenue down 9%. The company divested ten dealerships for approximately $210 million in net proceeds and repurchased 678,000 shares for $147 million, ending the quarter with $1.2 billion in liquidity.
Asbury Is Buying Back Stock While Bringing Efficiencies via a New Dealer Management System
Asbury Automotive Group (ABG) is implementing stock buybacks and improving operational efficiency through a new dealer management system. Despite potential macroeconomic risks, the company's size, focused acquisition strategy, and diverse revenue streams are expected to drive continued growth, particularly as winter weather challenges in Q1 should lead to improved performance in Q2. The company aims to expand at the expense of smaller dealers while keeping costs reasonable.
Asbury Automotive Group’s F&I revenue dips 4.3% in Q1
Asbury Automotive Group experienced a 4.3% year-over-year dip in its finance and insurance (F&I) revenue in the first quarter, totaling $179 million. This decline was attributed to poor weather conditions and challenges with tech integration. The company also saw a slowdown in new and used vehicle sales compared to the previous year.
Asbury Automotive Group Reports First Quarter Results
Asbury Automotive Group (NYSE: ABG) reported its first-quarter 2026 results, showing a 42% increase in net income to $188 million ($9.87 per diluted share) compared to the prior year. The company divested ten dealerships and terminated seven franchises, generating $210 million, which was used for debt reduction and share repurchases. Despite a slight decrease in total revenue, key operational metrics showed mixed results, with increased parts and service revenue and improved F&I PVR, alongside strategic investments in technology like Tekion.
Asbury Automotive Group Q1 2026 Profit Trails Wall Street Expectations
Asbury Automotive Group (NYSE: ABG) reported Q1 2026 adjusted EPS of $5.37, missing analyst estimates of $5.67 by 5.3%, with revenue declining 1.0% to $4.11 billion from $4.15 billion in Q1 2025. The earnings miss is attributed to ongoing headwinds in new and used vehicle markets, coupled with margin pressure despite the company's efforts in digital transformation with 50% of its stores converted to the Tekion system. Shares saw a modest 1.5% decline, suggesting investors had already factored in some of the challenges in the automotive retail sector.
Asbury Automotive Group (NYSE:ABG) Announces Quarterly Earnings Results, Misses Expectations By $0.34 EPS
Asbury Automotive Group (NYSE:ABG) reported quarterly earnings of $5.37 EPS, falling short of analyst expectations by $0.34, and recorded revenues of $4.11 billion against an expected $4.48 billion. The company's shares dropped following the announcement, trading at $195.63. Despite the earnings miss, insider and institutional buying activity, including a director increasing his stake, and a "Hold" average analyst rating with an average price target of $241.57, suggest some underlying confidence.
Asbury Automotive Group Releases Q1 2026 Financial Results
Asbury Automotive Group (ABG) reported Q1 2026 financial results that missed Wall Street expectations, with adjusted earnings per share of $5.37 against an estimated $5.67. Revenue declined slightly to $4.11 billion, reflecting a challenging environment for vehicle sales. Despite these headwinds, Used Retail Gross Profit per Unit showed resilience, and the company continued its technology transformation, converting 50% of its stores to Tekion.
Asbury Automotive Group, Inc. Reports Earnings Results for the First Quarter Ended March 31, 2026
Asbury Automotive Group, Inc. announced its first-quarter 2026 earnings results, reporting a revenue of USD 4,113 million, slightly down from USD 4,148.5 million in the prior year. The company saw a significant increase in net income to USD 187.8 million, up from USD 132.1 million, and an increase in diluted earnings per share to USD 9.87 from USD 6.71 year-over-year. These figures indicate stronger profitability despite a minor dip in revenue for the quarter ending March 31, 2026.
ASBURY AUTOMOTIVE GROUP ($ABG) Releases Q1 2026 Earnings
ASBURY AUTOMOTIVE GROUP ($ABG) reported its Q1 2026 earnings, missing both earnings per share and revenue estimates. The company reported $5.37 EPS against an estimate of $5.67, and revenue of $4.113 billion, missing the $4.418 billion estimate. The article also details recent insider trading activity, institutional investor movements, and analyst ratings and price targets for $ABG.
Asbury Automotive Group Reports First Quarter Results
Asbury Automotive Group reported its first-quarter 2026 financial results, with net income increasing by 42% to $188 million, or $9.87 per diluted share. The company achieved $4.1 billion in revenue and a gross profit of $727 million, while also repurchasing 678,000 shares for $147 million. Asbury continues to optimize its portfolio and accelerate the integration of Tekion across over 50% of its stores.
Asbury Automotive: Q1 Earnings Snapshot
Asbury Automotive Group Inc. reported a first-quarter profit of $187.8 million, or $9.87 per share, though adjusted earnings of $5.37 per share fell short of Wall Street estimates. The company's revenue of $4.11 billion also did not meet analyst expectations. Asbury Automotive shares have seen a decline of 14% since the beginning of the year and 11% over the last 12 months.
Asbury Automotive earnings on deck amid transformation test
Asbury Automotive Group Inc. is set to report its first-quarter earnings, with analysts anticipating a challenging period due to negative weather impacts, industry-wide margin compression, elevated financing costs, and ongoing transformative initiatives like the Chambers acquisition and a new dealership management system. While the company faces short-term headwinds, some analysts maintain an Overweight rating, projecting significant EPS growth by 2028 as strategic initiatives mature. Investors will be looking for management’s outlook on easing operational disruptions and realizing transformation benefits.
M&T Bank Corp Makes New $5.64 Million Investment in Asbury Automotive Group, Inc. $ABG
M&T Bank Corp has made a new investment of $5.64 million in Asbury Automotive Group, Inc., acquiring 24,252 shares in the fourth quarter. This represents approximately 0.12% ownership in Asbury Automotive Group. Additionally, a director increased their stake by 10.2%, and analyst sentiment is currently mixed with a consensus "Hold" rating and a target price of $241.57.
Asbury Automotive Group (ABG) Expected to Announce Earnings on Tuesday
Asbury Automotive Group (NYSE:ABG) is scheduled to announce its Q1 2026 earnings before market open on Tuesday, April 28th, with analysts forecasting $5.71 EPS and $4.4812 billion in revenue. The company narrowly missed EPS and revenue estimates in the prior quarter. Shares are currently trading around $212, and a director recently purchased 500 shares, increasing insider ownership.
How Asbury’s Dealership Sales And New Support Hub At Asbury Automotive Group (ABG) Has Changed Its Investment Story
Asbury Automotive Group (ABG) recently opened a new Dealership Support Center, simultaneously with the sale of 10 dealership locations for US$210 million. The sale proceeds are designated for debt reduction and share repurchases, signaling a strategic shift towards a more centralized, leaner operational footprint and efficient capital allocation. This move aims to balance the company's dealership-heavy model with digital integration and portfolio optimization.
Asbury Automotive Group Inc stock (US04348I1024): Why Google Discover changes matter more now
Google's 2026 Discover Core Update is revolutionizing how investors access information on Asbury Automotive Group Inc (NYSE: ABG) by proactively delivering tailored insights to mobile feeds based on user activity. This shift provides quicker access to essential updates, market trends, and performance data for retail investors and market followers, leveraging the increasing mobile consumption of financial content. It emphasizes the importance of mobile-optimized content and high-quality, authoritative sources for companies like Asbury Automotive to reach their target audience effectively.
Asbury Automotive Group Inc stock (US04348I1024): Why Google Discover changes matter more now
Google's 2026 Discover Core Update is significantly changing how investors access financial news, especially for mobile users. This update proactively delivers personalized insights on stocks like Asbury Automotive Group Inc (ABG) directly to users' feeds, eliminating the need for active searching. This shift provides retail investors with timelier information on auto industry trends, stock performance, and company-specific updates, helping them stay ahead in a volatile market.
Asbury Automotive Group Inc stock (US04348I1024): Why automotive retail dynamics matter more now for investors
Asbury Automotive Group Inc (ABG) operates in a consolidating auto retail sector, emphasizing scale, inventory management, and digital sales for long-term value. The company leverages its extensive dealership network and diversified revenue streams, particularly in higher-margin after-sales services, to navigate challenges like high interest rates and EV transitions. Its strategic focus on used cars, digital platforms, and M&A positions it for resilience and growth.
Asbury Automotive Group (NYSE:ABG) Given New $235.00 Price Target at JPMorgan Chase & Co.
JPMorgan Chase & Co. has lowered its price target for Asbury Automotive Group (NYSE:ABG) to $235.00 from $240.00, maintaining an "underweight" rating. This new target suggests a potential upside of 9.68% from the stock's previous close. The adjustment follows Asbury Automotive Group's recent earnings report, which showed a slight miss on EPS and revenue, though the stock traded up 5% to $214.26 after the announcement.
Asbury Automotive Group Inc stock (US04348I1024): Why automotive retail dynamics matter more now for investors
Asbury Automotive Group Inc (ABG) is a significant player in the U.S. automotive retail sector, navigating industry shifts like high interest rates, inventory challenges, and the EV transition. The company's strategy focuses on diversification through its United Auto Care division, robust balance sheet for acquisitions, and hybrid online-physical sales through Clicklane. Investors should monitor metrics like gross profit per vehicle (GPVR) and EV penetration to assess its resilience and growth potential.
