DA Davidson Weighs in on Oshkosh’s Q4 Earnings (NYSE:OSK)

Oshkosh Corporation (NYSE:OSK) – Analysts at DA Davidson issued their Q4 2025 earnings estimates for Oshkosh in a report issued on Friday, October 31st. DA Davidson analyst M. Shlisky expects that the company will post earnings of $2.45 per share for the quarter. DA Davidson has a “Buy” rating and a $160.00 price target on the stock. The consensus estimate for Oshkosh’s current full-year earnings is $10.96 per share.

Oshkosh (NYSE:OSK) last released its earnings results on Wednesday, October 29th. The company reported $3.20 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.12 by $0.08. The business had revenue of $2.69 billion for the quarter, compared to analyst estimates of $2.84 billion. Oshkosh had a net margin of 6.43% and a return on equity of 16.60%. Oshkosh’s revenue for the quarter was down 1.9% on a year-over-year basis. During the same quarter in the previous year, the business earned $2.93 earnings per share. Oshkosh has set its FY 2025 guidance at 10.500-11.000 EPS.

OSK has been the topic of several other research reports. UBS Group set a $164.00 target price on shares of Oshkosh and gave the company a “buy” rating in a report on Tuesday, August 5th. Wall Street Zen upgraded shares of Oshkosh from a “hold” rating to a “buy” rating in a report on Saturday. Robert W. Baird upped their price objective on shares of Oshkosh from $169.00 to $188.00 and gave the company an “outperform” rating in a report on Monday, August 4th. KeyCorp upped their price objective on shares of Oshkosh from $140.00 to $180.00 and gave the company an “overweight” rating in a report on Tuesday, August 26th. Finally, JPMorgan Chase & Co. upped their price objective on shares of Oshkosh from $133.00 to $140.00 and gave the company a “neutral” rating in a report on Tuesday, October 14th. Ten equities research analysts have rated the stock with a Buy rating, four have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, Oshkosh presently has a consensus rating of “Moderate Buy” and an average target price of $145.17.

Oshkosh Price Performance

OSK stock opened at $123.38 on Monday. The firm has a market cap of $7.90 billion, a price-to-earnings ratio of 12.04, a PEG ratio of 1.57 and a beta of 1.47. The company has a quick ratio of 0.92, a current ratio of 1.98 and a debt-to-equity ratio of 0.24. Oshkosh has a 12-month low of $76.82 and a 12-month high of $144.30. The company’s fifty day simple moving average is $134.29 and its 200 day simple moving average is $120.23.

Institutional Investors Weigh In On Oshkosh

Institutional investors have recently added to or reduced their stakes in the company. Cambridge Investment Research Advisors Inc. grew its position in shares of Oshkosh by 17.8% during the 1st quarter. Cambridge Investment Research Advisors Inc. now owns 7,577 shares of the company’s stock valued at $713,000 after acquiring an additional 1,146 shares during the period. Sumitomo Mitsui Trust Group Inc. bought a new position in Oshkosh in the 1st quarter worth approximately $263,000. DAVENPORT & Co LLC boosted its holdings in Oshkosh by 5.6% in the 1st quarter. DAVENPORT & Co LLC now owns 6,040 shares of the company’s stock worth $568,000 after buying an additional 319 shares during the period. Teacher Retirement System of Texas boosted its holdings in Oshkosh by 20.1% in the 1st quarter. Teacher Retirement System of Texas now owns 25,137 shares of the company’s stock worth $2,365,000 after buying an additional 4,203 shares during the period. Finally, Principal Financial Group Inc. lifted its stake in Oshkosh by 0.4% in the 1st quarter. Principal Financial Group Inc. now owns 149,716 shares of the company’s stock worth $14,085,000 after purchasing an additional 553 shares in the last quarter. 92.36% of the stock is owned by institutional investors.

Insider Transactions at Oshkosh

In other Oshkosh news, CMO Bryan K. Brandt sold 1,732 shares of the company’s stock in a transaction dated Monday, August 18th. The shares were sold at an average price of $140.37, for a total value of $243,120.84. Following the completion of the sale, the chief marketing officer directly owned 10,459 shares of the company’s stock, valued at approximately $1,468,129.83. This represents a 14.21% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, SVP Anupam Khare sold 4,000 shares of the company’s stock in a transaction dated Friday, August 22nd. The stock was sold at an average price of $139.03, for a total transaction of $556,120.00. Following the completion of the sale, the senior vice president directly owned 13,716 shares of the company’s stock, valued at $1,906,935.48. The trade was a 22.58% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 0.55% of the company’s stock.

Oshkosh Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, December 1st. Shareholders of record on Monday, November 17th will be given a $0.51 dividend. This represents a $2.04 dividend on an annualized basis and a yield of 1.7%. The ex-dividend date of this dividend is Monday, November 17th. Oshkosh’s dividend payout ratio is presently 19.90%.

About Oshkosh

Oshkosh Corporation provides purpose-built vehicles and equipment worldwide. The company operates through three segments: Access, Defense, and Vocational segment. Its Access Equipment segment design and manufacture aerial work platform and telehandlers for use in construction, industrial, and maintenance applications; offers financing and leasing solutions including rental fleet loans, leases, and floor plan and retail financing; and towing and recovery equipment, which includes carriers, wreckers, and rotators, as well as provides equipment installation and sale of chassis and service parts.