Equity Investment Corp Cuts Stock Holdings in Oshkosh Corporation $OSK

Equity Investment Corp reduced its stake in Oshkosh Corporation (NYSE:OSK) by 2.9% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 622,475 shares of the company’s stock after selling 18,699 shares during the quarter. Equity Investment Corp owned approximately 0.98% of Oshkosh worth $80,735,000 as of its most recent SEC filing.

A number of other hedge funds have also recently bought and sold shares of the company. Harbor Capital Advisors Inc. purchased a new stake in shares of Oshkosh in the third quarter valued at about $26,000. Blue Trust Inc. grew its position in Oshkosh by 471.1% in the 3rd quarter. Blue Trust Inc. now owns 217 shares of the company’s stock worth $28,000 after purchasing an additional 179 shares in the last quarter. SJS Investment Consulting Inc. increased its stake in Oshkosh by 3,014.3% in the 3rd quarter. SJS Investment Consulting Inc. now owns 218 shares of the company’s stock valued at $28,000 after buying an additional 211 shares during the last quarter. Whittier Trust Co. lifted its position in shares of Oshkosh by 69.1% during the 2nd quarter. Whittier Trust Co. now owns 279 shares of the company’s stock worth $32,000 after buying an additional 114 shares in the last quarter. Finally, Quent Capital LLC purchased a new position in shares of Oshkosh in the 3rd quarter worth approximately $35,000. 92.36% of the stock is owned by hedge funds and other institutional investors.

Oshkosh Price Performance

Shares of NYSE:OSK opened at $159.19 on Wednesday. The firm has a market capitalization of $10.07 billion, a PE ratio of 15.89, a P/E/G ratio of 2.15 and a beta of 1.43. The company has a quick ratio of 1.05, a current ratio of 1.94 and a debt-to-equity ratio of 0.24. The company has a 50-day moving average price of $138.06 and a two-hundred day moving average price of $134.20. Oshkosh Corporation has a twelve month low of $76.82 and a twelve month high of $159.40.

Oshkosh (NYSE:OSK) last announced its quarterly earnings results on Thursday, January 29th. The company reported $2.26 EPS for the quarter, missing analysts’ consensus estimates of $2.33 by ($0.07). Oshkosh had a net margin of 6.21% and a return on equity of 15.69%. The business had revenue of $2.69 billion for the quarter, compared to analysts’ expectations of $2.60 billion. During the same quarter in the previous year, the company posted $2.58 earnings per share. The business’s quarterly revenue was up 3.5% compared to the same quarter last year. Equities analysts forecast that Oshkosh Corporation will post 10.96 EPS for the current year.

Oshkosh Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 3rd. Stockholders of record on Tuesday, February 17th will be given a $0.57 dividend. This represents a $2.28 annualized dividend and a dividend yield of 1.4%. This is a boost from Oshkosh’s previous quarterly dividend of $0.51. The ex-dividend date is Tuesday, February 17th. Oshkosh’s dividend payout ratio (DPR) is presently 20.36%.

Analyst Ratings Changes

OSK has been the topic of a number of recent analyst reports. Robert W. Baird set a $182.00 price target on Oshkosh in a report on Friday. Argus lowered their target price on Oshkosh from $175.00 to $160.00 and set a “buy” rating on the stock in a research note on Wednesday, December 10th. DA Davidson boosted their price target on shares of Oshkosh from $160.00 to $168.00 and gave the stock a “buy” rating in a report on Monday. Barclays assumed coverage on shares of Oshkosh in a report on Tuesday, November 25th. They set an “overweight” rating and a $150.00 price objective for the company. Finally, JPMorgan Chase & Co. boosted their target price on shares of Oshkosh from $145.00 to $155.00 and gave the company a “neutral” rating in a research note on Friday, January 30th. Twelve analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $159.60.

Key Stories Impacting Oshkosh

Here are the key news stories impacting Oshkosh this week:

• Positive Sentiment: Seeking Alpha ran an upgrade piece arguing Oshkosh looks undervalued despite uncertainties — a narrative that can attract value-oriented buyers. Article Title
• Positive Sentiment: Oshkosh announced an upcoming dividend that will be larger than last year’s, which supports yield-seeking investors and can prop up the share price. Article Title
• Positive Sentiment: Citigroup cut its price target from $175 to $170 but kept a “buy” rating, implying ~6.8% upside versus the current level — the maintained buy stance can be taken as constructive. Article Title
• Neutral Sentiment: Bank of America upgraded OSK from “underperform” to “neutral” but set a $149 target (below current market), a mixed signal: improved sentiment on relative performance but limited upside in the target. Article Title
• Neutral Sentiment: Zacks highlights mixed Q4 takeaways — EPS slipped versus year-ago but revenue rose, with strong Vocational and Transport offsetting Access weakness; this explains investor uncertainty. Article Title
• Neutral Sentiment: AmericanBankingNews noted a price-target raise to $155 (still slightly below current levels), reflecting mixed analyst adjustments across the street. Article Title
• Negative Sentiment: Morgan Stanley cut its target from $155 to $144 and moved to “equal weight,” signaling reduced conviction and about a 9.5% downside to the present quote — a clear headwind for the stock. Article Title

Oshkosh Profile

Oshkosh Corporation (NYSE: OSK) is a leading designer, manufacturer and marketer of specialty trucks, military vehicles and access equipment. The company’s offerings span critical end markets, including defense, fire and emergency services, commercial construction and industrial sectors. By combining engineering expertise with advanced technologies, Oshkosh delivers solutions that enhance mobility, safety and productivity for its customers.

Founded in 1917 and headquartered in Oshkosh, Wisconsin, the company has evolved from producing heavy-duty dump trucks to a diversified portfolio of products and services.