Zacks Research Issues Positive Outlook for PACCAR Earnings

PACCAR Inc (NASDAQ:PCAR) – Analysts at Zacks Research raised their Q3 2025 EPS estimates for shares of PACCAR in a research report issued to clients and investors on Thursday, March 6th. Zacks Research analyst R. Singhi now forecasts that the company will post earnings of $2.02 per share for the quarter, up from their prior estimate of $2.01. The consensus estimate for PACCAR’s current full-year earnings is $7.57 per share. Zacks Research also issued estimates for PACCAR’s Q4 2025 earnings at $1.99 EPS, Q2 2026 earnings at $2.13 EPS, Q3 2026 earnings at $2.31 EPS, Q4 2026 earnings at $2.52 EPS and FY2026 earnings at $8.80 EPS.

Other equities analysts also recently issued research reports about the stock. Bank of America upgraded shares of PACCAR from a “neutral” rating to a “buy” rating and lifted their target price for the stock from $116.00 to $121.50 in a research note on Tuesday, January 14th. Jefferies Financial Group lowered shares of PACCAR from a “buy” rating to a “hold” rating and set a $120.00 price objective for the company. in a research note on Friday, December 6th. Evercore ISI dropped their target price on PACCAR from $129.00 to $127.00 and set an “outperform” rating on the stock in a research report on Wednesday, February 19th. Truist Financial raised their price target on PACCAR from $112.00 to $113.00 and gave the stock a “hold” rating in a report on Wednesday, January 29th. Finally, Citigroup decreased their price objective on PACCAR from $125.00 to $115.00 and set a “neutral” rating on the stock in a research note on Tuesday, January 14th. Seven investment analysts have rated the stock with a hold rating and seven have assigned a buy rating to the stock. According to data from MarketBeat, PACCAR presently has a consensus rating of “Moderate Buy” and an average target price of $121.77.

PACCAR Trading Up 3.0 %

Shares of PCAR opened at $110.06 on Friday. The firm has a market cap of $57.76 billion, a P/E ratio of 13.91, a price-to-earnings-growth ratio of 2.77 and a beta of 0.91. PACCAR has a fifty-two week low of $90.04 and a fifty-two week high of $125.50. The company has a debt-to-equity ratio of 0.56, a quick ratio of 1.39 and a current ratio of 2.54. The business has a 50-day moving average of $107.27 and a 200 day moving average of $106.08.

PACCAR (NASDAQ:PCAR) last issued its earnings results on Tuesday, January 28th. The company reported $1.66 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.70 by ($0.04). PACCAR had a net margin of 12.36% and a return on equity of 23.53%.

PACCAR Increases Dividend

The firm also recently disclosed a dividend, which was paid on Wednesday, January 8th. Stockholders of record on Friday, December 20th were issued a dividend of $3.00 per share. This is a positive change from PACCAR’s previous dividend of $0.89. The ex-dividend date of this dividend was Friday, December 20th. PACCAR’s payout ratio is presently 16.69%.

Insider Buying and Selling

In other news, VP Todd R. Hubbard sold 2,000 shares of the stock in a transaction on Friday, January 31st. The shares were sold at an average price of $112.05, for a total value of $224,100.00. Following the transaction, the vice president now owns 5,463 shares of the company’s stock, valued at $612,129.15. This represents a 26.80 % decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, VP Michael K. Walton sold 6,000 shares of PACCAR stock in a transaction on Wednesday, February 19th. The stock was sold at an average price of $106.13, for a total transaction of $636,780.00. Following the sale, the vice president now directly owns 951 shares of the company’s stock, valued at $100,929.63. This represents a 86.32 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last three months, insiders have sold 165,547 shares of company stock worth $18,261,908. Insiders own 2.02% of the company’s stock.

Hedge Funds Weigh In On PACCAR

Hedge funds and other institutional investors have recently modified their holdings of the company. Norges Bank purchased a new stake in PACCAR in the fourth quarter worth approximately $526,922,000. Wellington Management Group LLP boosted its stake in shares of PACCAR by 53.3% in the 3rd quarter. Wellington Management Group LLP now owns 13,434,115 shares of the company’s stock valued at $1,325,678,000 after purchasing an additional 4,669,172 shares in the last quarter. Kovitz Investment Group Partners LLC grew its holdings in shares of PACCAR by 370.5% during the 4th quarter. Kovitz Investment Group Partners LLC now owns 5,359,095 shares of the company’s stock valued at $557,453,000 after purchasing an additional 4,219,964 shares during the last quarter. Massachusetts Financial Services Co. MA raised its position in PACCAR by 47.8% in the 3rd quarter. Massachusetts Financial Services Co. MA now owns 10,194,903 shares of the company’s stock worth $1,006,033,000 after purchasing an additional 3,296,146 shares during the period. Finally, Madison Investment Advisors LLC bought a new stake in PACCAR in the fourth quarter worth $254,651,000. 64.90% of the stock is currently owned by hedge funds and other institutional investors.

About PACCAR

PACCAR Inc designs, manufactures, and distributes light, medium, and heavy-duty commercial trucks in the United States, Canada, Europe, Mexico, South America, Australia, and internationally. It operates through three segments: Truck, Parts, and Financial Services. The Truck segment designs, manufactures, and distributes trucks for the over-the-road and off-highway hauling of commercial and consumer goods.