ASBURY AUTOMOTIVE GROUP INC

ABG · Retail-Auto Dealers & Gasoline Stations · 18.6M shares · +2%/yr ↑ shares · EDGAR filings ↗

Net buyback after stock comp: -$12M (gross $11M, SBC $24M)

Reference price $182.31 · est. market cap ~$3.4B — last insider purchase, 2026-05-20 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)

Grade

C67

Large, diversified auto retailer with solid but mid-pack returns and a resilient parts/service and F&I mix.

Strengths

Operating margin 4.8% (67th pct) and OCF margin 4.3% (67th); diversified brand/geography mix with high-margin TCA F&I business
Net income up 14% (60th pct) aided by accretive acquisitions (Herb Chambers) and disciplined divestitures

Risks

ROE 12.6% sits right at the sector median (50th pct) with no standout metric; low current ratio 0.95 (27th)
Cyclical demand, elevated acquisition-related leverage, and reliance on manufacturer allocations

Notable findings

Exec changeRecent 8-K item 5.02 8-K ↗
Weak liquidityCurrent ratio 0.95 (<1)
Insider buyingInsider buying — 6 open-market buy(s) by 2 insider(s) (cluster of 2 insiders, ~$2M, last 6mo) Form 4 ↗
Revenue declineRevenue -12.0% YoY

Quarterly revenue

2025-06-30 · $4.4B2025-09-30 · $4.8B2025-12-31 · $4.7B2026-03-31 · $4.1B

Last 4 quarters · from SEC filings.

Key metrics

Gross margin

17.1%

Operating margin

4.8%

Net margin

2.7%

Return on equity

12.6%

Return on assets

4.2%

Revenue growth (QoQ)

-12.0%

Net-income growth

14.3%

Current ratio

0.9×

EBITDA

$943M

Tangible book value

$1.6B

Stock comp / revenue

0.2%

Insider transactions · last 18 months

Date	Insider	Type	Shares	Price
2026-05-20	DiSantis B. Christopher	Buy	157	$182.31
2026-05-04	Clara Daniel	Grant	4.5K	—
2026-03-16	Hult David W	Gift	5.1K	—
2026-03-11	DiSantis B. Christopher	Grant	843	—
2026-03-10	DiSantis B. Christopher	Buy	500	$202.30
2026-03-06	Hult David W	Buy	3.4K	$205.63
2026-03-06	Hult David W	Buy	1.6K	$204.73
2026-03-06	Hult David W	Buy	3.4K	$205.63
2026-03-06	Hult David W	Buy	1.6K	$204.73
2026-03-05	Clara Daniel	Grant	3.1K	—
2026-03-05	Clara Daniel	Tax withheld	453	$212.48
2026-03-05	Calloway Dean	Grant	2.0K	—
2026-03-05	Calloway Dean	Tax withheld	302	$212.48
2026-03-05	Briesemeister Nathan Edward	Grant	254	—
2026-03-05	Briesemeister Nathan Edward	Tax withheld	25	$212.48
2026-03-05	Hult David W	Grant	14K	—
2026-03-05	Hult David W	Tax withheld	2.1K	$212.48
2026-03-05	Welch Michael	Grant	2.9K	—
2026-03-05	Welch Michael	Tax withheld	423	$212.48
2026-03-05	Milstein Jed	Grant	2.0K	—
2026-03-05	Milstein Jed	Tax withheld	302	$212.48
2026-03-05	Hult David W	Grant	14K	—
2026-03-05	Hult David W	Tax withheld	2.1K	$212.48
2026-02-20	Welch Michael	Tax withheld	328	$223.21
2026-02-20	Calloway Dean	Tax withheld	103	$223.21
2026-02-20	Calloway Dean	Tax withheld	82	$223.21
2026-02-20	Briesemeister Nathan Edward	Tax withheld	34	$223.21
2026-02-20	Briesemeister Nathan Edward	Tax withheld	28	$223.21
2026-02-20	Clara Daniel	Tax withheld	274	$223.21
2026-02-20	Clara Daniel	Tax withheld	328	$223.21
2026-02-20	Milstein Jed	Tax withheld	246	$223.21
2026-02-20	Milstein Jed	Tax withheld	296	$223.21
2026-02-20	Welch Michael	Tax withheld	274	$223.21
2026-02-20	Hult David W	Tax withheld	1.6K	$223.21
2026-02-20	Hult David W	Tax withheld	2.0K	$223.21
2026-02-19	Briesemeister Nathan Edward	Tax withheld	26	$229.78
2026-02-19	Hult David W	Tax withheld	1.4K	$229.78
2026-02-19	Clara Daniel	Tax withheld	302	$229.78
2026-02-19	Milstein Jed	Tax withheld	201	$229.78
2026-02-19	Welch Michael	Tax withheld	282	$229.78
2026-02-19	Calloway Dean	Tax withheld	143	$229.78
2026-02-14	Welch Michael	Tax withheld	171	$229.44
2026-02-14	Welch Michael	Tax withheld	292	$229.44
2026-02-14	Milstein Jed	Tax withheld	119	$229.44
2026-02-14	Milstein Jed	Tax withheld	211	$229.44
2026-02-14	Hult David W	Tax withheld	1.3K	$229.44
2026-02-14	Hult David W	Tax withheld	1.8K	$229.44
2026-02-14	Clara Daniel	Tax withheld	217	$229.44
2026-02-14	Clara Daniel	Tax withheld	310	$229.44
2026-02-14	Calloway Dean	Tax withheld	32	$229.44
2026-02-14	Calloway Dean	Tax withheld	31	$229.44
2026-02-14	Briesemeister Nathan Edward	Tax withheld	32	$229.44
2026-02-14	Briesemeister Nathan Edward	Tax withheld	31	$229.44
2026-02-09	REDDIN THOMAS	Tax withheld	327	$225.21
2026-02-09	REDDIN THOMAS	Grant	932	—
2026-02-09	RYAN BERMAN BRIDGET	Grant	932	—
2026-02-09	Welch Michael	Grant	2.7K	—
2026-02-09	Milstein Jed	Grant	1.8K	—
2026-02-09	Hult David W	Grant	6.2K	—
2026-02-09	Clara Daniel	Grant	2.7K	—
2026-02-09	Calloway Dean	Grant	1.8K	—
2026-02-09	Briesemeister Nathan Edward	Grant	333	—
2026-02-09	Terry Hilliard C. III	Grant	932	—
2026-02-09	Naidoo Shamla	Grant	932	—
2026-02-09	Naidoo Shamla	Tax withheld	327	$225.21
2026-02-09	Morrison Maureen F	Grant	932	—
2026-02-09	MARITZ PHILIP F	Grant	932	—
2026-02-09	JAMES JUANITA T	Grant	932	—
2026-02-09	JAMES JUANITA T	Tax withheld	391	$225.21
2026-02-09	Fay William	Grant	932	—
2026-02-09	ALSFINE JOEL	Grant	932	—
2026-02-09	ALSFINE JOEL	Tax withheld	401	$225.21
2025-11-25	Milstein Jed	Sell	1.1K	$235.26
2025-11-07	Briesemeister Nathan Edward	Tax withheld	93	$226.61
2025-08-28	Morrison Maureen F	Sell	800	$255.61
2025-08-22	Milstein Jed	Sell	1.1K	$253.26
2025-08-22	Calloway Dean	Sell	400	$254.40
2025-08-19	JAMES JUANITA T	Sell	625	$244.10
2025-08-14	Hult David W	Gift	112	—
2025-08-07	JAMES JUANITA T	Gift	89	—
2025-07-30	ABRAMS CAPITAL MANAGEMENT, L.P.	Buy	47K	$225.16
2025-07-01	Calloway Dean	Tax withheld	130	$238.54
2025-03-06	Briesemeister Nathan Edward	Grant	277	—
2025-03-06	Briesemeister Nathan Edward	Tax withheld	28	$260.55
2025-03-06	Hult David W	Tax withheld	2.0K	$260.55
2025-03-06	Welch Michael	Grant	2.2K	—
2025-03-06	Welch Michael	Tax withheld	330	$260.55
2025-03-06	Milstein Jed	Grant	2.0K	—
2025-03-06	Milstein Jed	Tax withheld	297	$260.55
2025-03-06	Hult David W	Grant	13K	—
2025-03-06	Clara Daniel	Grant	2.2K	—
2025-03-06	Clara Daniel	Tax withheld	330	$260.55
2025-03-06	Calloway Dean	Grant	553	—
2025-03-06	Calloway Dean	Tax withheld	55	$260.55
2025-02-20	Briesemeister Nathan Edward	Tax withheld	35	$294.50
2025-02-20	Welch Michael	Tax withheld	275	$294.50
2025-02-20	Milstein Jed	Tax withheld	247	$294.50
2025-02-20	Calloway Dean	Tax withheld	69	$294.50
2025-02-20	Clara Daniel	Tax withheld	275	$294.50
2025-02-20	Hult David W	Tax withheld	1.6K	$294.50
2025-02-19	ALSFINE JOEL	Grant	713	—
2025-02-19	Briesemeister Nathan Edward	Grant	255	—
2025-02-19	Welch Michael	Grant	1.9K	—
2025-02-19	Milstein Jed	Grant	1.4K	—
2025-02-19	Clara Daniel	Grant	2.0K	—
2025-02-19	Calloway Dean	Grant	1.4K	—
2025-02-19	Hult David W	Grant	9.5K	—
2025-02-19	Terry Hilliard C. III	Grant	713	—
2025-02-19	RYAN BERMAN BRIDGET	Grant	713	—
2025-02-19	Naidoo Shamla	Grant	713	—
2025-02-19	Naidoo Shamla	Tax withheld	250	$294.50
2025-02-19	Morrison Maureen F	Grant	713	—
2025-02-19	MARITZ PHILIP F	Grant	713	—
2025-02-19	JAMES JUANITA T	Grant	713	—
2025-02-19	JAMES JUANITA T	Tax withheld	299	$294.50
2025-02-19	Fay William	Grant	713	—
2025-02-19	ALSFINE JOEL	Tax withheld	307	$294.50
2025-02-19	REDDIN THOMAS	Grant	713	—
2025-02-19	REDDIN THOMAS	Tax withheld	250	$294.50
2025-02-19	Clara Daniel	Sell	1.2K	$296.64
2025-02-16	Calloway Dean	Tax withheld	51	$303.37
2025-02-16	Welch Michael	Tax withheld	238	$303.37
2025-02-16	Milstein Jed	Tax withheld	147	$303.37
2025-02-16	Milstein Jed	Tax withheld	472	$303.37
2025-02-16	Welch Michael	Tax withheld	544	$303.37
2025-02-16	Clara Daniel	Tax withheld	259	$303.37
2025-02-16	Hult David W	Tax withheld	1.2K	$303.37
2025-02-16	Hult David W	Tax withheld	2.7K	$303.37
2025-02-16	Clara Daniel	Tax withheld	580	$303.37
2025-02-16	Calloway Dean	Tax withheld	34	$303.37
2025-02-14	Briesemeister Nathan Edward	Tax withheld	31	$299.72
2025-02-14	Welch Michael	Tax withheld	137	$299.72
2025-02-14	Welch Michael	Tax withheld	195	$299.72
2025-02-14	Calloway Dean	Tax withheld	31	$299.72
2025-02-14	Calloway Dean	Tax withheld	33	$299.72
2025-02-14	Clara Daniel	Tax withheld	226	$299.72
2025-02-14	Clara Daniel	Tax withheld	145	$299.72
2025-02-14	Briesemeister Nathan Edward	Tax withheld	32	$299.72
2025-02-14	Milstein Jed	Tax withheld	170	$299.72
2025-02-14	Milstein Jed	Tax withheld	120	$299.72
2025-02-14	Hult David W	Tax withheld	1.8K	$299.72
2025-02-14	Hult David W	Tax withheld	1.3K	$299.72

All non-derivative Form 4 activity (SEC), newest first.

Supply chain

Customers (0)

Suppliers (14)

Nissan
Toyota
Honda
Ford
Chevrolet
Chrysler
Infiniti
Hyundai
Genesis
Kia
BMW
MINI
Rolls Royce
Mercedes-Benz

Named in the 10-K; linked when we track them.

Notable events (8-K)

Date	Items
2026-05-06	5.03Shareholder voteExhibits	filing ↗
2026-05-06	Exec/director changeExhibits	filing ↗
2026-04-28	ResultsExhibits	filing ↗
2026-02-05	ResultsExhibits	filing ↗
2026-02-04	Exec/director change5.03Exhibits	filing ↗
2025-12-08	Exec/director changeExhibits	filing ↗
2025-10-28	ResultsExhibits	filing ↗
2025-07-29	ResultsExhibits	filing ↗

Recent filings

Form	Filed	Period	Accession
8-K/A	2026-05-06	2025-12-08	0001144980-26-000083 ↗
8-K	2026-05-06	2026-05-04	0001144980-26-000082 ↗
10-Q	2026-05-01	2026-03-31	0001144980-26-000079 ↗
8-K	2026-04-28	2026-04-28	0001144980-26-000076 ↗
10-K	2026-02-20	2025-12-31	0001144980-26-000051 ↗
8-K	2026-02-05	2026-02-05	0001144980-26-000007 ↗
8-K	2026-02-04	2026-01-29	0001144980-26-000003 ↗
8-K	2025-12-08	2025-12-08	0001144980-25-000155 ↗
10-Q	2025-10-29	2025-09-30	0001144980-25-000149 ↗
8-K	2025-10-28	2025-10-28	0001144980-25-000145 ↗
10-Q	2025-07-30	2025-06-30	0001144980-25-000125 ↗
8-K	2025-07-29	2025-07-29	0001144980-25-000122 ↗