The market expects Asbury Automotive Group (ABG) to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended December 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to ...

Penske Automotive (PAG) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.The pow ...

Core Insights - The Jeff Wyler Automotive Family has acquired Midwestern Auto Group for a total acquisition value of $500 million, marking it as one of the largest franchise automotive transactions by a privately held company and the largest overall auto retail transaction in 2026 [1][4] Group 1: Acquisition Details - The acquisition includes 14 premium and luxury brands such as Ferrari and Lamborghini, significantly expanding Wyler's portfolio to a total of 64 franchises [1][5] - This transaction is noted as the second-largest luxury automotive retail transaction in the U.S. since early 2025 and ranks among the top three largest Midwest dealership transactions by total enterprise value [4] Group 2: Advisory Role - Dave Cantin Group served as the exclusive sell-side advisor to Midwestern owner Mark Brentlinger, facilitating a succession plan that took nearly two years to execute [2] - The advisory process involved collaboration with legal and wealth management teams to ensure the protection of Brentlinger's legacy [2] Group 3: Industry Context - Transactions like the acquisition of Midwestern Auto Group are exceptionally rare in the automotive industry, particularly for a single-site campus offering multiple premium and luxury franchises [2] - The deal is characterized as a "unicorn" luxury campus deal, highlighting its significance in private-to-private acquisitions within the U.S. retail automotive sector [5]

来源：河畔视频 【#起底闭店保时捷背后经销商60亿元版图#】近日，郑州中原保时捷中心突然"人去楼空"，数百名车主 陷入定金难退、无车可提的困境。需要厘清的是，涉事门店并非保时捷品牌直营，其背后的实际运营主 体，是号称总资产超60亿元的河南汽车经销巨头——东安控股集团有限公司(以下简称"东安集团")。 据公司官网介绍，东安集团始创于1993年，总部位于河南新乡，是一家拥有30多年历史的大型汽车经销 商集团。随着其资金链出现问题，这场危机迅速从郑州波及贵阳、新乡等地，影响范围也从保时捷扩散 至其代理的大众等品牌。 12月24日，新黄河记者调查发现，除郑州外，该集团在贵阳、新乡等地的多家门店也出现异常，仅位于 河南总部的部分门店尚维持运营。（@新黄河 记者杜林） 12月24日，新黄河记者调查发现，除郑州外，该集团在贵阳、新乡等地的多家门店也出现异常，仅位于 河南总部的部分门店尚维持运营。（@新黄河 记者杜林） 来源：河畔视频 【#起底闭店保时捷背后经销商60亿元版图#】近日，郑州中原保时捷中心突然"人去楼空"，数百名车主 陷入定金难退、无车可提的困境。需要厘清的是，涉事门店并非保时捷品牌直营，其背后的实际运营主 体 ...

Core Insights - Bonhoeffer Fund is strategically selling slower-growth firms while acquiring durable, faster-growing firms in temporarily depressed sectors, aligning with long-term growth themes [3] - The portfolio is diversified with a focus on banks, insurance, natural resource royalties, logistics, housing, and specialty finance, with new investments expected to yield a growth rate of 30-40% [3][6] - The fund's performance in Q3 2025 showed a gain of 1.3%, underperforming compared to major indices like MSCI World ex-US and S&P 500 [6][7] Portfolio Overview - As of September 30, 2025, the portfolio's largest country exposures are the United States (71%), Canada (11%), South Korea (7%), Peru (7%), and Greece (3%) [8] - The largest industry exposures include distribution (52%), real estate/infrastructure/finance (62%), and consumer products (7%) [8][11] Investment Themes - The distribution theme includes high-velocity firms in car dealerships and building product distributors, with a focus on inventory turns [11] - The real estate/construction/finance segment is driven by infrastructure programs and housing development, with banks meeting specific growth criteria [15][16] - Public leveraged buyouts (LBOs) focus on firms that create growth through acquisitions, benefiting from operational leverage [18][19] Case Study: Fairfax Financial - Fairfax Financial utilizes insurance float to finance a balanced portfolio, with a decentralized business model allowing for strategic acquisitions [38][39] - The company has shown significant improvement in underwriting discipline, with combined ratios declining from 107% to 91% since 2009 [38] - Fairfax's investment portfolio, valued at $67.4 billion, primarily consists of bonds (74%) and equities (26%), generating a historical return of 7.7% per year [40] Financial Metrics - Fairfax's return on equity (RoE) target is 15%, with a current cost of float at -3.2% per year [33][40] - The company has four levers for earnings growth: acquisitions, expanding underwriting, investment portfolio growth, and stock repurchases [41] - The expected growth rate for Fairfax is estimated at 7% per year, with a target share value of $3,225, representing an 88% upside from current prices [53][58]

This story was originally published on WardsAuto. To receive daily news and insights, subscribe to our free daily WardsAuto newsletter. Artificial intelligence is changing the way consumers shop for cars, and dealers who take advantage of AI can use it to make those consumers more satisfied. But that just scratches the surface of the impact AI can have on a dealership’s operations, industry experts told WardsAuto. From the showroom and service departments to used car operations, AI can give dealers new t ...

Core Insights - Kerrigan Advisors facilitated the sale of Arlington Toyota to Andy Mohr Automotive Group, marking the 39th Toyota franchise sold by the firm in the last decade and reinforcing its leadership in the auto retail sector [1][2][4] Company Overview - Arlington Toyota, established in 1983, is recognized as one of the highest-volume and most operationally efficient Toyota dealerships in the Chicago metro area, serving an affluent customer base [2][4] - Andy Mohr Automotive Group, founded in 1992, is one of Indiana's largest dealership groups and is expanding into the Chicago market with this acquisition [3][4] Market Dynamics - The sale of Arlington Toyota highlights the ongoing strength and desirability of top-performing Toyota franchises, with 92% of Toyota dealers expecting franchise values to either increase or remain stable through 2026, the highest sentiment among all brands for seven consecutive years [4][7] - Toyota holds a significant market share in the Chicago area, ranking as the 2 best-selling brand with an 11% market share, which is 88% higher than the national average [5] Economic Context - The Chicago metro area is a major economic hub, ranking as the third largest in the U.S. and home to 30 Fortune 500 companies, supporting a diverse economy and a population exceeding 9.4 million [5][6] Advisory Expertise - Kerrigan Advisors has established itself as a leading sell-side advisor in the auto retail industry, having generated over $10 billion in sales proceeds for clients since 2015, and is recognized for its conflict-free advisory approach [1][8]

Group 1 - Group 1 operates extensively across the U.S., with a strong presence in the Northeast, Southeast, Texas, and California, and is the 1 auto retailer in Texas [1] - The company has 324 new vehicle franchises and 259 franchised new vehicle dealerships, generating $19.9 billion in revenue last year [3] - Group 1 is a leader in the aftermarket sales segment, successfully adapting to the complexities of modern vehicles, including electric vehicles [2] Group 2 - The U.S. auto dealer market is valued at approximately $2.95 trillion and is projected to reach $3.68 trillion by 2030, reflecting a CAGR of about 4.5% [6] - The demand for personal vehicles remains strong, supporting a steadily expanding automotive dealership industry [7] Group 3 - In Q3 2025, Group 1 reported record revenues of $5.8 billion, a 10% year-over-year increase, and a non-GAAP EPS of $10.45, up 5.6% year-over-year [9] - Analyst Babcock sees Group 1 as having significant growth potential, trading at 8.8x forward P/E, below the dealer average, with a price target of $510, suggesting a 30% gain [10] Group 4 - Lithia Motors, another major player, has 450 dealer locations and reported Q3 revenue of $9.7 billion, up 5% year-over-year [14] - Lithia's strategic goal includes expanding luxury car services, recently acquiring two luxury dealerships generating $450 million in annual revenue [13] Group 5 - AutoNation operates 323 dealer locations and reported Q3 revenue of $7.01 billion, a 7% year-over-year increase [19] - Analyst Babcock highlights AutoNation's consistent operating performance and favorable valuation, setting a price target of $250, indicating a 27% potential gain [20]

This story was originally published on WardsAuto. To receive daily news and insights, subscribe to our free daily WardsAuto newsletter. LTA Auto Group, a division American Automotive Capital Partners, has acquired Golden State Nissan and Golden State Infiniti and changed the names to Nissan of Serramonte and Infiniti of Serramonte. The dealership acquisitions are the first of what American Automotive Capital Partners aims to be many, said T.J. Anthony, co-founder and CEO of AACAP. “We’re fundamentally f ...

Creditors of PrimaLend, which provides financing to auto dealerships that cater to subprime borrowers, are weighing pushing the firm into bankruptcy. https://t.co/ZY2qB5S12n ...