Zacks Research Has Weak Forecast for PACCAR FY2025 Earnings

PACCAR Inc. (NASDAQ:PCAR) – Stock analysts at Zacks Research reduced their FY2025 EPS estimates for PACCAR in a research report issued on Monday, October 13th. Zacks Research analyst Team now anticipates that the company will post earnings of $5.17 per share for the year, down from their prior estimate of $5.19. Zacks Research currently has a “Strong Sell” rating on the stock. 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 $1.24 EPS, Q1 2026 earnings at $1.39 EPS, Q2 2026 earnings at $1.52 EPS, Q3 2026 earnings at $1.36 EPS, Q4 2026 earnings at $1.48 EPS and FY2026 earnings at $5.75 EPS.

Several other equities analysts have also commented on the stock. Argus upgraded shares of PACCAR from a “hold” rating to a “buy” rating and set a $121.00 price target on the stock in a research note on Monday, July 28th. JPMorgan Chase & Co. upped their target price on shares of PACCAR from $97.00 to $103.00 and gave the company a “neutral” rating in a report on Tuesday. Truist Financial set a $97.00 target price on shares of PACCAR and gave the company a “hold” rating in a research report on Wednesday, October 8th. UBS Group raised shares of PACCAR from a “sell” rating to a “neutral” rating and boosted their price target for the company from $81.00 to $100.00 in a research report on Wednesday, July 23rd. Finally, Evercore ISI set a $114.00 price objective on shares of PACCAR and gave the company an “outperform” rating in a research note on Tuesday, August 19th. Two equities research analysts have rated the stock with a Strong Buy rating, five have assigned a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $108.14.

PACCAR Price Performance

Shares of NASDAQ PCAR opened at $95.11 on Tuesday. The stock’s 50-day simple moving average is $98.60 and its 200-day simple moving average is $95.48. The firm has a market capitalization of $49.94 billion, a PE ratio of 16.29, a price-to-earnings-growth ratio of 3.80 and a beta of 0.94. PACCAR has a fifty-two week low of $84.65 and a fifty-two week high of $118.81. The company has a debt-to-equity ratio of 0.57, a quick ratio of 2.80 and a current ratio of 3.02.

PACCAR (NASDAQ:PCAR) last announced its quarterly earnings results on Tuesday, July 22nd. The company reported $1.37 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.28 by $0.09. The company had revenue of $6.96 billion during the quarter, compared to the consensus estimate of $7.02 billion. PACCAR had a return on equity of 18.25% and a net margin of 9.88%.During the same period in the previous year, the business earned $2.13 EPS. PACCAR’s revenue for the quarter was down 15.7% on a year-over-year basis.

Institutional Investors Weigh In On PACCAR

Hedge funds have recently modified their holdings of the stock. Vanguard Group Inc. increased its stake in PACCAR by 1.8% in the 1st quarter. Vanguard Group Inc. now owns 62,995,929 shares of the company’s stock valued at $6,133,914,000 after buying an additional 1,113,520 shares during the period. State Street Corp boosted its holdings in shares of PACCAR by 1.0% in the second quarter. State Street Corp now owns 22,534,596 shares of the company’s stock valued at $2,142,139,000 after acquiring an additional 218,188 shares in the last quarter. Wellington Management Group LLP boosted its holdings in shares of PACCAR by 20.1% in the first quarter. Wellington Management Group LLP now owns 20,177,930 shares of the company’s stock valued at $1,964,725,000 after acquiring an additional 3,379,165 shares in the last quarter. Geode Capital Management LLC increased its stake in shares of PACCAR by 1.3% during the second quarter. Geode Capital Management LLC now owns 12,455,453 shares of the company’s stock worth $1,184,112,000 after acquiring an additional 159,632 shares during the period. Finally, Massachusetts Financial Services Co. MA raised its holdings in PACCAR by 9.2% during the first quarter. Massachusetts Financial Services Co. MA now owns 11,754,939 shares of the company’s stock worth $1,144,578,000 after purchasing an additional 987,805 shares in the last quarter. 64.90% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at PACCAR

In other PACCAR news, CFO Brice J. Poplawski sold 5,000 shares of the company’s stock in a transaction that occurred on Friday, July 25th. The stock was sold at an average price of $100.94, for a total transaction of $504,700.00. Following the completion of the sale, the chief financial officer directly owned 468 shares of the company’s stock, valued at $47,239.92. This represents a 91.44% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO R Preston Feight sold 39,965 shares of PACCAR stock in a transaction that occurred on Tuesday, July 29th. The shares were sold at an average price of $99.52, for a total value of $3,977,316.80. Following the completion of the transaction, the chief executive officer owned 223,190 shares in the company, valued at $22,211,868.80. This trade represents a 15.19% decrease in their ownership of the stock. The disclosure for this sale can be found here. 2.02% of the stock is currently owned by corporate insiders.

PACCAR Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, December 3rd. Stockholders of record on Wednesday, November 12th will be issued a $0.33 dividend. This represents a $1.32 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date of this dividend is Wednesday, November 12th. PACCAR’s dividend payout ratio is presently 22.60%.

PACCAR Company Profile

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.