Stock Fundamentals

Company Information

Company Name
Sonic Automotive Inc
Sector
Consumer Cyclical
Industry
Auto & Truck Dealerships
Exchange
NYSE
ISIN: US83545G1022
CIK: 0001043509
CUSIP: 83545G102
Currency: USD
Full Time Employees: 11,000
Phone: 704 566 2400
Fiscal Year End: December
IPO Date: Nov 12, 1997
Description:

Sonic Automotive, Inc., together with its subsidiaries, operates as an automotive retailer in the United States. It operates in three segments: Franchised Dealerships, EchoPark, and Powersports. The Franchised Dealerships segment engages in the sale of new and used cars and light trucks; sale of replacement parts; provision of vehicle maintenance, manufacturer warranty repairs, and paint and collision repair services; and arrangement of third-party financing, extended warranties, service contracts, insurance, and other aftermarket products. The EchoPark segment sells used cars and light trucks; and arranges third-party finance and insurance product sales for its guests in pre-owned vehicle specialty retail locations. The Powersports segment is involved in the sale of new and used powersports vehicles, such as motorcycles, personal watercraft, and all-terrain vehicles; and provision of fixed operations services, and third-party finance and insurance services. Sonic Automotive, Inc. was incorporated in 1997 and is based in Charlotte, North Carolina.

Address:

4401 Colwick Road, Charlotte, NC, United States, 28211

Directors & Officers

Name Title Year Born
Mr. David Bruton Smith CEO & Chairman 1975
Mr. Frank Jeff Dyke President & Director 1967
Mr. B. Scott Smith Co-Founder & Director 1968
Mr. Heath R. Byrd Executive VP & CFO 1966
Mr. Thomas Keen Chief Operating Officer NA
Mr. Stephen Carvelli Chief Technology Officer NA
Mr. Danny Wieland Vice President of Investor Relations & Financial Reporting NA
Mr. Stephen K. Coss Senior VP, General Counsel & Secretary NA
Mr. Dino Bernacchi Chief Marketing Officer 1970
Mr. Steve Wittman Chief Digital Retail Officer NA

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Feb 17, 2026 Paul P Rusnak N/A Purchase 11.48K $59.95 $688.29K
Feb 13, 2026 Paul P Rusnak N/A Purchase 48.54K $59.92 $2.91M
Feb 12, 2026 Paul P Rusnak N/A Purchase 11.48K $59.97 $688.64K
Feb 11, 2026 Paul P Rusnak N/A Purchase 1.93K $59.98 $115.82K
Feb 10, 2026 Paul P Rusnak N/A Purchase 7.83K $59.96 $469.31K
Feb 05, 2026 Paul P Rusnak N/A Purchase 18.74K $59.98 $1.12M
Jun 02, 2025 Jeff Dyke N/A Sale 576.00 $70.02 $40.33K
May 30, 2025 Jeff Dyke N/A Sale 31.15K $70.05 $2.18M
May 29, 2025 Jeff Dyke N/A Sale 1.84K $70.00 $128.66K
May 28, 2025 Jeff Dyke N/A Sale 16.43K $70.03 $1.15M

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
BlackRock Inc 2.51M Mar 31, 2026 7.94% $0.00 2.23%
Vanguard Group Inc 1.63M Dec 31, 2025 5.16% $0.00 -0.96%
Dimensional Fund Advisors, Inc. 1.31M Mar 31, 2026 4.16% $0.02 3.84%
Vanguard Portfolio Management, LLC 828.87K Mar 31, 2026 2.62% $0.00 0.00%
State Street Corp 675.85K Mar 31, 2026 2.14% $0.00 -3.61%
Delaware Management Holdings Inc 634.93K Mar 31, 2026 2.01% $0.07 -10.13%
Westwood Holdings Group Inc 607.88K Mar 31, 2026 1.92% $0.30 1.97%
Vanguard Capital Management, LLC 577.89K Mar 31, 2026 1.83% $0.00 0.00%
Amvescap Plc. 450.18K Mar 31, 2026 1.42% $0.00 -11.90%
Geode Capital Management, LLC 360.94K Mar 31, 2026 1.14% $0.00 -3.76%
Charles Schwab Investment Management Inc 326.68K Mar 31, 2026 1.03% $0.00 -11.89%
Nuveen, LLC 315.50K Mar 31, 2026 1.00% $0.01 7.72%
Northern Trust Corp 251.42K Mar 31, 2026 0.80% $0.00 1.07%
Two Sigma Investments LLC 237.33K Mar 31, 2026 0.75% $0.01 51.01%
American Century Companies Inc 224.10K Mar 31, 2026 0.71% $0.01 13.26%
Hotchkis & Wiley Capital Management LLC 217.39K Mar 31, 2026 0.69% $0.05 -24.09%
Jacobs Levy Equity Management, Inc. 216.58K Mar 31, 2026 0.69% $0.06 4.49%
Bank of New York Mellon Corp 200.53K Mar 31, 2026 0.63% $0.00 -2.37%
Bridgeway Capital Management, LLC 197.97K Mar 31, 2026 0.63% $0.27 65.85%
Morgan Stanley - Brokerage Accounts 182.94K Mar 31, 2026 0.58% $0.00 -15.86%

Shares Statistics

Shares Outstanding: 19.57M
Shares Float: 11.91M
% Insiders: 3,950.30%
% Institutions: 7,510.80%
Short % Float: 25.66%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 iShares Core S&P Small-Cap ETF 899.13K 2.85% ▲ 0.04% May 29, 2026
2 Nomura US Small Cap Core Equity 511.01K 1.62% ▲ 0.00% Mar 31, 2026
3 Nomura Small Cap Core I 498.87K 1.58% ▼ 2.37% Apr 30, 2026
4 Vanguard Total Stock Mkt Idx Inv 398.11K 1.26% ▲ 0.00% Apr 30, 2026
5 iShares Russell 2000 ETF 360.41K 1.14% ▲ 0.93% May 29, 2026
6 Vanguard Small Cap Index 297.98K 0.94% ▼ 0.43% Apr 30, 2026
7 Invesco S&P SmallCap 600 Revenue ETF 274.51K 0.87% ▲ 0.00% May 29, 2026
8 Avantis US Small Cap Value ETF 255.33K 0.81% ▲ 0.18% May 30, 2026
9 CREF Total Global Stock Account R3 206.50K 0.65% ▲ 10.87% Apr 30, 2026
10 Vanguard Small Cap Value Index Inv 191.60K 0.61% ▲ 0.85% Apr 30, 2026

Valuation Metrics

Enterprise Value: $7.10B
Trailing P/E: 26.69
Forward P/E: 12.35

Financial Highlights

Market Cap: $2.67B
EBITDA: $662.40M
P/E Ratio: $26.69
PEG Ratio: $0.41
Book Value: $30.99
Dividend/Share: $1.49
Dividend Yield: 1.77%
Earnings/Share: $3.17
Profit Margin: 0.72%
Operating Margin: 3.47%
ROA (TTM): 5.45%
ROE (TTM): 10.51%
Revenue (TTM): $15.19B
Revenue/Share (TTM): $447.78
Earnings Growth (YOY): -12.30%
Revenue Growth (YOY): 1.00%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-12-31 1.09x 3.37x 0.82x 2.78x 6.85x
2024-12-31 1.09x 3.36x 0.82x 2.28x 5.89x
2023-12-31 1.10x 3.80x 0.83x 2.78x 5.99x
2022-12-31 1.20x 3.38x 0.82x 5.14x 6.85x
2021-12-31 1.10x 2.71x 0.78x 8.52x 4.71x
2020-12-31 1.03x 2.57x 0.78x 0.49x 17.56x
2019-12-31 0.98x 2.42x 0.77x 2.95x 5.86x
2018-12-31 1.02x 3.01x 0.78x 1.73x 9.11x
2017-12-31 1.03x 3.23x 0.79x 2.46x 8.85x
2016-12-31 1.05x 3.32x 0.80x 3.20x 7.93x
2015-12-31 1.09x 3.20x 0.80x 3.35x 8.42x
2014-12-31 1.07x 3.05x 0.79x 3.25x 7.26x
2013-12-31 1.09x 3.26x 0.80x 3.58x 8.05x
2012-12-31 1.06x 3.43x 0.81x 3.62x 7.16x
2011-12-31 1.02x 2.71x 0.78x 2.54x 5.90x
2010-12-31 1.08x 3.05x 0.79x 1.90x 7.58x
2009-12-31 1.08x 3.63x 0.82x 1.30x 8.23x
2008-12-31 0.74x 8.81x 0.92x -7.08x -2.70x
2007-12-31 1.11x 1.96x 0.72x 2.76x 5.53x
2006-12-31 1.13x 1.84x 0.71x 2.56x 5.77x
2005-12-31 1.22x 2.05x 0.73x 2.55x 6.35x
2004-12-31 1.19x 2.15x 0.73x 2.73x 7.40x
2003-12-31 1.30x 2.42x 0.74x 9.97x 7.57x
2002-12-31 1.25x 2.35x 0.73x 9.62x 6.08x
2001-12-31 1.30x 2.14x 0.71x N/A 5.02x
2000-12-31 1.27x 2.60x 0.75x N/A 5.25x
1999-12-31 1.27x 1.29x 0.73x N/A 22.34x
1998-12-31 1.28x 1.66x 0.75x N/A 4.12x
1997-12-31 1.29x 1.59x 0.71x N/A 8.26x
1996-12-31 1.28x 2.45x 0.76x N/A 5.28x

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