文章核心观点 - 市场近期一直处于上涨态势,但同时也出现了较大波动,主要受到多重经济和地缘政治因素的影响 [1][2][3] - 在此背景下,投资者可考虑持有或购买派息股票,以获得稳定收益并保护资本 [4] 公司总结 South Plains Financial, Inc. (SPFI) - 是一家银行控股公司,主要从事商业和零售银行、保险、投资信托和抵押贷款服务 [5] - 公司最近宣布将向股东派发每股0.15美元的股息,股息收益率为1.59% [5] - 过去5年内公司已8次提高股息,目前派息率为21% [5] Prosperity Bancshares, Inc. (PB) - 提供广泛的金融产品和服务,包括传统贷款和存款产品,以及数字银行、信用卡、抵押贷款等 [6] - 公司最近宣布将向股东派发每股0.58美元的股息,股息收益率为3.07% [6][7] - 过去5年内公司已6次提高股息,目前派息率为47% [7] Penske Automotive Group, Inc. (PAG) - 从事汽车和商用卡车经销业务,同时也分销和零售商用车辆、柴油发动机等 [8] - 公司最近宣布将向股东派发每股1.19美元的股息,股息收益率为2.72% [8] - 过去5年内公司已18次提高股息,目前派息率为27% [8] Bank First Corporation (BFC) - 提供存款、贷款、财资管理、信用卡等各类银行服务 [9] - 公司最近宣布将向股东派发每股0.45美元的股息,股息收益率为1.69% [9] - 过去5年内公司已7次提高股息,目前派息率为26% [9]

Represents 16th Consecutive Quarterly Increase Balance Sheet Remains Strong and Leverage Remains Low BLOOMFIELD HILLS, Mich., Oct. 16, 2024 /PRNewswire/ -- Penske Automotive Group, Inc. (NYSE: PAG), a diversified international transportation services company and one of the world's premier automotive and commercial truck retailers, today announced that its Board of Directors has approved a quarterly dividend of $1.19 per share, representing an increase of 11%, or $0.12 per share. This represents the fourth i ...

Penske Automotive (PAG) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #2 (Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change. 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 power ...

BLOOMFIELD HILLS, Mich., Oct. 15, 2024 /PRNewswire/ -- Penske Automotive Group, Inc. (NYSE: PAG), a diversified international transportation services company and one of the world's premier automotive and commercial truck retailers today announced it will release financial results for the three months and nine months ended September 30, 2024, on the morning of Tuesday, October 29, 2024. A conference call to discuss these results will be held later that day as follows: WHEN: Tuesday, October 29, 2024 TIME: 1: ...

It has been about a month since the last earnings report for Penske Automotive (PAG) . Shares have lost about 1% in that time frame, underperforming the S&P 500. Will the recent negative trend continue leading up to its next earnings release, or is Penske due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important drivers. Penske Q2 Earnings Beat Expectations, Declines ...

GUELPH, ON, Aug. 19, 2024 /PRNewswire/ -- Canadian Solar Inc. (the "Company" or "Canadian Solar") (Nasdaq: CSIQ) today announced that it has entered into a definitive agreement with PAG, a leading investment firm in Asia Pacific, pursuant to which PAG will subscribe for US$200 million in aggregate principal amount of convertible notes (the "Notes") to be issued by the Company. The transaction is expected to close in the fourth quarter of 2024, subject to closing conditions. The Company will retain certain f ...

The Zacks Auto Retail and Wholesale industry is set for growth, driven by vehicle demand, which may receive an additional boost with the increased likelihood of a Federal Reserve rate cut next month. While sales have managed to hold ground, dealerships are offering attractive incentives amid high inventory levels, which are putting pressure on retailers' profit margins. Despite this, auto retailers like Penske Automotive (PAG) and Rush Enterprises (RUSHA) stand out for their strategic expansions and shareho ...

Penske Automotive Group (PAG) reported second-quarter 2024 adjusted earnings of $3.61 per share, which decreased 18% year over year but surpassed the Zacks Consensus Estimate of $3.43. Better-than-expected results from Commercial Vehicle Distribution and Other segment drove the outperformance. The company registered net sales of $7.69 billion, surpassing the Zacks Consensus Estimate by 0.02%. The top line rose 3.1% from the year-ago quarter's level. Penske's gross profit in the reported quarter declined 0.7 ...

Monty Rakusen/DigitalVision via Getty Images Auto Dealer Stocks Hit The Accelerator In July It's been nine months since I last eovered Penske Automotive Group (NY SE:PAG). The story didn't change much for most of that period. The company continues to show nice revenue growth, hitting a quarterly record in 2Q 2024. This has not been translating to the bottom line, however, as margins have been returning to normal since hitting unsustainably high levels during the immediate post-pandemic period in 2022. Recal ...

财务数据和关键指标变化 - 公司第二季度收入达到创纪录的77亿美元,同比增长3% [10] - 服务和配件收入增长10%至7.53亿美元,创历史新高 [12] - 新车零售毛利环比增加73美元,体现了公司优质产品组合的优势 [12] - 销售和一般管理费用占毛利的比例环比下降50个基点至70.2%,反映了公司在提高效率和控制成本方面的努力 [12] - 公司在Penske Transportation Solutions的权益收益环比增加63% [12] 各条业务线数据和关键指标变化 - 汽车零售业务: - 总交付汽车单位增加2%至12.67万辆,其中包括1.02万辆代理车型 [13] - 新车销量增加3%,二手车销量持平 [13] - 新车平均交易价格增加3%至58,400美元,二手车平均交易价格下降3%至34,700美元 [13] - 同店销售收入增加1%,但服务和配件收入增加5% [13] - 商用车业务: - 北美重型卡车净订单增加21%,但零售销量下降12% [18][19] - 截至6月底,行业订单量为12.79万辆,相当于5个月的销量 [19] - 公司商用车业务Premier Truck Group第二季度税前利润为5200万美元,销售收益率为5.7% [21] 各个市场数据和关键指标变化 - 美国市场: - 新车销售中35%为MSRP价格,约90%的纯电动车型需要大幅折扣 [13] - 英国市场: - 公司将CarShop品牌重塑为Sytner Select,以更好地与特许经销商业务协同 [24] - Sytner Select通过从特许经销商处获取二手车源,毛利有所提升 [63][64] - 澳大利亚市场: - 公司收购了两家墨尔本保时捷经销店,扩大了在该市场的保时捷业务 [25] - 公司的商用车和动力系统业务在该地区表现良好,服务和配件收入占毛利的70% [26][27] 公司战略和发展方向及行业竞争 - 公司继续通过收购扩大业务规模,2024年上半年完成了20亿美元的收购 [31] - 公司在美国和英国的二手车业务进行了调整,以提高运营效率和盈利能力 [23][24][72][73] - 公司看好商用车业务的未来发展,认为2027年排放法规变化将带来强劲的预购需求 [21] - 公司在电动车市场方面表现谨慎,认为消费者接受度和基础设施建设仍需时日 [84][85] 管理层对经营环境和未来前景的评论 - 管理层对公司的多元化业务模式和成本控制能力表示乐观,认为这将继续推动公司的良好表现 [10][11][34] - 管理层认为利率环境的变化将对二手车市场的需求和定价产生积极影响 [50][51][52][54] - 管理层对商用车业务的未来发展前景持乐观态度,认为2027年排放法规变化将带来强劲的预购需求 [21] - 管理层对电动车市场的发展持谨慎态度,认为消费者接受度和基础设施建设仍需时日 [84][85] 其他重要信息 - 公司80家美国经销店入选2024年"最佳150家经销商"榜单,体现了公司注重员工发展和企业文化建设的努力 [34] - 公司在6月遭遇CDK系统中断事件,但通过快速应对最大限度减少了对业务的影响 [91][92] 问答环节重要的提问和回答 问题1 **John Murphy 提问** 公司收购了美国最大的福特经销商Bill Brown,这是否意味着公司在商用车业务上的战略转变? [36][37][38][39][40] **Roger Penske 回答** 公司看到了该交易的机会,包括Bill Brown在商用车业务上的优势,以及其良好的管理团队和客户基础。这次收购符合公司多元化发展的战略 [37][38][39][40] 问题2 **Mike Ward 提问** 公司近期大幅提高现金股利,是否意味着资本配置策略发生变化? [56][57][58][59][60] **Shelley Hulgrave 回答** 公司的资本配置策略仍然以机会主义为导向,股利支付一直是公司的重点。近期股利提高主要是时机使然,公司将继续保持股利支付和并购投资的平衡 [57][58][59][60] 问题3 **Rajat Gupta 提问** 公司电动车业务的维修服务情况如何,与传统内燃机车型相比有何不同? [84][85][86][87][88] **Roger Penske 和 Rich Shearing 回答** 电动车维修时长和成本目前都高于传统车型,主要是由于基础设施和消费者接受度仍需提升。但长期来看,电动车维修业务也将成为公司的增长点之一 [84][85][86][87][88]