PACCAR Inc. $PCAR Shares Bought by Bank of New York Mellon Corp

Bank of New York Mellon Corp raised its holdings in PACCAR Inc. (NASDAQ:PCAR) by 0.7% in the third quarter, according to the company in its most recent disclosure with the SEC. The fund owned 3,256,671 shares of the company’s stock after buying an additional 22,941 shares during the quarter. Bank of New York Mellon Corp owned about 0.62% of PACCAR worth $320,196,000 at the end of the most recent reporting period.

A number of other large investors have also modified their holdings of the business. Federated Hermes Inc. boosted its stake in PACCAR by 109.5% in the 3rd quarter. Federated Hermes Inc. now owns 2,244 shares of the company’s stock worth $221,000 after purchasing an additional 1,173 shares in the last quarter. AGP Franklin LLC acquired a new stake in shares of PACCAR during the third quarter worth $1,851,000. J. Safra Sarasin Holding AG grew its holdings in shares of PACCAR by 4.1% during the third quarter. J. Safra Sarasin Holding AG now owns 616,723 shares of the company’s stock valued at $60,636,000 after buying an additional 24,081 shares during the last quarter. Generali Investments Towarzystwo Funduszy Inwestycyjnych increased its position in shares of PACCAR by 13.6% in the 3rd quarter. Generali Investments Towarzystwo Funduszy Inwestycyjnych now owns 2,500 shares of the company’s stock valued at $246,000 after acquiring an additional 300 shares during the period. Finally, B. Riley Wealth Advisors Inc. increased its position in shares of PACCAR by 4.3% in the 3rd quarter. B. Riley Wealth Advisors Inc. now owns 2,860 shares of the company’s stock valued at $281,000 after acquiring an additional 119 shares during the period. Hedge funds and other institutional investors own 64.90% of the company’s stock.

PACCAR Price Performance

NASDAQ:PCAR opened at $123.32 on Friday. The company has a debt-to-equity ratio of 0.56, a current ratio of 1.70 and a quick ratio of 2.91. The company has a 50 day moving average price of $113.46 and a 200-day moving average price of $103.50. PACCAR Inc. has a 1-year low of $84.65 and a 1-year high of $125.36. The firm has a market cap of $64.77 billion, a price-to-earnings ratio of 27.34, a price-to-earnings-growth ratio of 14.41 and a beta of 1.01.

PACCAR (NASDAQ:PCAR) last released its quarterly earnings results on Tuesday, January 27th. The company reported $1.06 EPS for the quarter, meeting the consensus estimate of $1.06. PACCAR had a net margin of 8.35% and a return on equity of 13.97%. The company had revenue of $4.61 billion for the quarter, compared to analyst estimates of $6.06 billion. The firm’s revenue was down 15.1% on a year-over-year basis. During the same quarter last year, the business earned $1.66 earnings per share. Equities research analysts forecast that PACCAR Inc. will post 7.57 EPS for the current year.

PACCAR Cuts Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, March 4th. Investors of record on Wednesday, February 11th will be issued a $0.33 dividend. The ex-dividend date of this dividend is Wednesday, February 11th. This represents a $1.32 dividend on an annualized basis and a yield of 1.1%. PACCAR’s dividend payout ratio is presently 25.83%.

Analyst Ratings Changes

A number of research analysts have recently weighed in on the company. Jefferies Financial Group reissued a “hold” rating and issued a $90.00 price objective on shares of PACCAR in a report on Tuesday, October 21st. Wolfe Research upgraded PACCAR from an “underperform” rating to a “peer perform” rating in a research report on Wednesday, October 22nd. Weiss Ratings lowered shares of PACCAR from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Saturday, October 25th. Sanford C. Bernstein set a $138.00 price objective on shares of PACCAR and gave the company an “outperform” rating in a report on Wednesday. Finally, UBS Group set a $103.00 price objective on shares of PACCAR and gave the stock a “neutral” rating in a research note on Wednesday, October 22nd. One research analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating and eleven have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, PACCAR currently has an average rating of “Hold” and an average target price of $115.92.

Trending Headlines about PACCAR

Here are the key news stories impacting PACCAR this week:

• Positive Sentiment: PACCAR says it expects 4%–8% annual parts sales growth and cited tariff clarity that should boost margins and market share — a driver for higher-margin recurring revenue. Paccar forecasts parts sales growth
• Positive Sentiment: Industry report cites a “very strong” Class 8 truck order pace entering 2026 — supports better future truck volumes and dealer order backlog. Paccar strong Class 8 orders
• Positive Sentiment: Several analyst/market pieces highlight PCAR as a momentum and top-ranked value stock, which can attract investor interest and buying. Zacks momentum article Zacks value article
• Neutral Sentiment: Q4 EPS came in exactly at expectations ($1.06), limiting downside from an earnings miss but leaving guidance/volume questions. Zacks Q4 earnings match
• Neutral Sentiment: Analysts show mixed views: Citigroup raised its price target to $125 with a neutral rating (small upside) while coverage pieces note conflicting sentiments across industrials — keeps trading range uncertain. Citigroup price target raise Analyst conflicting sentiments
• Negative Sentiment: Revenue declined year-over-year (truck sales weakness) and Q4 revenues missed expectations — a near-term headwind for growth multiple expansion. Revenue miss coverage
• Negative Sentiment: Truist raised its target to $120 but kept a hold rating; that target is below current levels, which could check upside if more analysts follow suit. Truist price target note
• Negative Sentiment: Market commentary noted recent underperformance versus peers, highlighting risk of relative weakness if industrial demand softens. MarketWatch underperformance

PACCAR Company Profile

PACCAR Inc is a global technology leader in the design, manufacture and customer support of light-, medium- and heavy-duty commercial vehicles. The company’s products are marketed under well-known brand names including Kenworth, Peterbilt and DAF and span vocational and long-haul applications. PACCAR’s core business includes vehicle engineering and assembly as well as the supply of components and proprietary powertrain systems designed to meet regulatory and customer performance requirements.

In addition to truck manufacturing, PACCAR operates a comprehensive aftermarket parts business, distributes used trucks and provides commercial vehicle financing and leasing through its financial services operations.