National Pension Service Grows Position in PACCAR Inc. $PCAR

National Pension Service grew its holdings in PACCAR Inc. (NASDAQ:PCAR) by 5.5% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 939,146 shares of the company’s stock after buying an additional 48,711 shares during the period. National Pension Service owned 0.18% of PACCAR worth $92,337,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors also recently bought and sold shares of the company. Hazlett Burt & Watson Inc. grew its position in shares of PACCAR by 53.8% in the second quarter. Hazlett Burt & Watson Inc. now owns 286 shares of the company’s stock valued at $28,000 after purchasing an additional 100 shares in the last quarter. Private Wealth Management Group LLC boosted its stake in PACCAR by 293.1% during the third quarter. Private Wealth Management Group LLC now owns 283 shares of the company’s stock worth $28,000 after buying an additional 211 shares during the last quarter. AlphaQuest LLC purchased a new stake in PACCAR in the 3rd quarter valued at $38,000. Hantz Financial Services Inc. increased its stake in shares of PACCAR by 43.8% in the 2nd quarter. Hantz Financial Services Inc. now owns 440 shares of the company’s stock worth $42,000 after acquiring an additional 134 shares during the last quarter. Finally, Trust Co. of Toledo NA OH purchased a new position in shares of PACCAR during the 2nd quarter worth $62,000. Hedge funds and other institutional investors own 64.90% of the company’s stock.

PACCAR Stock Down 0.3%

PACCAR stock opened at $122.91 on Friday. The company has a market capitalization of $64.55 billion, a PE ratio of 27.25, a price-to-earnings-growth ratio of 0.99 and a beta of 1.01. The company has a debt-to-equity ratio of 0.56, a quick ratio of 2.91 and a current ratio of 1.70. PACCAR Inc. has a fifty-two week low of $84.65 and a fifty-two week high of $125.36. The firm has a 50 day moving average price of $113.86 and a 200 day moving average price of $103.75.

PACCAR (NASDAQ:PCAR) last released its quarterly earnings results on Tuesday, January 27th. The company reported $1.06 EPS for the quarter, hitting analysts’ consensus estimates of $1.06. PACCAR had a return on equity of 13.97% and a net margin of 8.35%.The company had revenue of $4.61 billion for the quarter, compared to analysts’ expectations of $6.06 billion. During the same period in the prior year, the firm earned $1.66 earnings per share. The firm’s revenue was down 15.1% compared to the same quarter last year. Research analysts expect that PACCAR Inc. will post 7.57 earnings per share for the current year.

PACCAR Cuts Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, March 4th. Shareholders of record on Wednesday, February 11th will be given a $0.33 dividend. This represents a $1.32 annualized dividend and a yield of 1.1%. The ex-dividend date of this dividend is Wednesday, February 11th. PACCAR’s payout ratio is currently 29.27%.

Analyst Upgrades and Downgrades

A number of equities research analysts recently issued reports on the stock. Citigroup upped their price objective on shares of PACCAR from $120.00 to $125.00 and gave the company a “neutral” rating in a report on Thursday. Morgan Stanley increased their price target on shares of PACCAR from $93.00 to $102.00 and gave the company an “equal weight” rating in a research note on Tuesday, January 13th. Raymond James Financial reaffirmed a “market perform” rating on shares of PACCAR in a research report on Tuesday, October 21st. Truist Financial upped their price objective on PACCAR from $108.00 to $120.00 and gave the company a “hold” rating in a report on Wednesday. Finally, Wells Fargo & Company set a $119.00 target price on PACCAR and gave the stock an “equal weight” rating in a research note on Friday, January 23rd. One investment analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating and eleven have given a Hold rating to the company. According to MarketBeat, PACCAR has a consensus rating of “Hold” and a consensus target price of $115.92.

Key Stories Impacting PACCAR

Here are the key news stories impacting PACCAR this week:

• Positive Sentiment: Truist analyst says PCAR stock price is expected to rise, providing short‑term bullish analyst support that can help underpin the share price. PACCAR (NASDAQ:PCAR) Stock Price Expected to Rise, Truist Financial Analyst Says
• Positive Sentiment: PACCAR hit a new 1‑year high after an analyst upgrade — momentum from upgrades and fresh price targets can attract buyers and support near‑term strength. PACCAR (NASDAQ:PCAR) Reaches New 1-Year High Following Analyst Upgrade
• Positive Sentiment: Zacks highlights PCAR as a strong momentum stock based on style scores, which can draw momentum/institutional flows. Here’s Why Paccar (PCAR) is a Strong Momentum Stock
• Neutral Sentiment: PACCAR’s strategic push into autonomous and zero‑emission trucks under upcoming 2027 EPA rules is a long‑term growth catalyst but will require capital and time to materially boost results. PACCAR Targets Autonomous And Zero Emission Growth Under 2027 EPA Rules
• Neutral Sentiment: Analyst coverage is mixed across the broker community (Benzinga / Globe & Mail summaries), signaling divergent views that can keep volatility elevated. Expert Outlook: PACCAR Through The Eyes… Analysts Have Conflicting Sentiments on These Industrial Goods Companies
• Neutral Sentiment: Citigroup raised its price target to $125 but kept a neutral rating — a modest upside signal but not a clear buy endorsement. Citigroup PT raise (Benzinga)
• Neutral Sentiment: Comparisons and valuation pieces (Zacks/Ford vs PCAR) give alternative views for value investors but don’t change near‑term fundamentals. F or PCAR: Which Is the Better Value Stock Right Now?
• Neutral Sentiment: Seeking Alpha published the Q4 results and presentation — useful detail for investors but largely reiterates the company’s reported numbers. PACCAR Inc 2025 Q4 – Results – Earnings Call Presentation
• Negative Sentiment: Softer Q4 results and the exit of an EVP are weighing on sentiment: Q4 EPS met estimates ($1.06) but revenue missed badly (down ~15% YoY and well below consensus), and leadership turnover raises near‑term execution risk — primary reason for downward pressure. Will Softer Q4 Results and EVP Exit Change PACCAR’s (PCAR) Record-Profit, EV-Truck Narrative?

PACCAR 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.