Aberdeen Group plc Boosts Stake in PACCAR Inc. $PCAR

Aberdeen Group plc increased its position in PACCAR Inc. (NASDAQ:PCAR) by 3.9% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 563,983 shares of the company’s stock after purchasing an additional 21,287 shares during the quarter. Aberdeen Group plc owned approximately 0.11% of PACCAR worth $55,451,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in PCAR. State Street Corp lifted its position in PACCAR by 1.0% during the second quarter. State Street Corp now owns 22,534,596 shares of the company’s stock valued at $2,142,139,000 after buying an additional 218,188 shares during the period. Geode Capital Management LLC lifted its position in PACCAR by 1.3% during the 2nd quarter. Geode Capital Management LLC now owns 12,455,453 shares of the company’s stock valued at $1,184,112,000 after acquiring an additional 159,632 shares during the period. JPMorgan Chase & Co. lifted its position in PACCAR by 25.2% during the 2nd quarter. JPMorgan Chase & Co. now owns 5,798,439 shares of the company’s stock valued at $551,211,000 after acquiring an additional 1,165,443 shares during the period. Invesco Ltd. boosted its stake in PACCAR by 5.0% during the second quarter. Invesco Ltd. now owns 5,212,386 shares of the company’s stock worth $495,489,000 after acquiring an additional 246,410 shares in the last quarter. Finally, Norges Bank purchased a new stake in PACCAR in the second quarter worth about $472,520,000. 64.90% of the stock is owned by hedge funds and other institutional investors.

PACCAR Stock Up 1.7%

Shares of PCAR stock opened at $127.00 on Monday. The company has a current ratio of 1.70, a quick ratio of 1.42 and a debt-to-equity ratio of 0.56. PACCAR Inc. has a 12 month low of $84.65 and a 12 month high of $131.88. The stock has a market cap of $66.70 billion, a P/E ratio of 28.16, a P/E/G ratio of 1.07 and a beta of 1.03. The company has a 50 day simple moving average of $118.09 and a two-hundred day simple moving average of $105.84.

PACCAR (NASDAQ:PCAR) last announced its 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 last year, the firm earned $1.66 EPS. PACCAR’s revenue for the quarter was down 15.1% compared to the same quarter last year. On average, research analysts expect that PACCAR Inc. will post 7.57 earnings per share for the current year.

PACCAR Cuts Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, March 4th. Shareholders of record on Wednesday, February 11th will be issued a dividend of $0.33 per share. The ex-dividend date of this dividend is Wednesday, February 11th. This represents a $1.32 annualized dividend and a yield of 1.0%. PACCAR’s payout ratio is currently 29.27%.

Insiders Place Their Bets

In related news, EVP C Michael Dozier sold 79,076 shares of the company’s stock in a transaction on Tuesday, February 3rd. The shares were sold at an average price of $127.92, for a total value of $10,115,401.92. Following the completion of the transaction, the executive vice president owned 34,656 shares of the company’s stock, valued at approximately $4,433,195.52. This represents a 69.53% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, CFO Brice J. Poplawski sold 2,200 shares of the stock in a transaction on Thursday, February 12th. The stock was sold at an average price of $130.41, for a total value of $286,902.00. Following the completion of the sale, the chief financial officer owned 903 shares of the company’s stock, valued at $117,760.23. The trade was a 70.90% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 133,105 shares of company stock valued at $16,869,046. Insiders own 2.02% of the company’s stock.

PACCAR News Roundup

Here are the key news stories impacting PACCAR this week:

• Positive Sentiment: Bank of America’s bullish stance (buy) on PCAR provides institutional validation that may support the rally and investor appetite. Paccar (PCAR) Receives a Buy from Bank of America Securities
• Positive Sentiment: Zacks has raised some mid‑to‑late 2026/2027 quarterly EPS forecasts (improving forward visibility for later periods), which offsets some near‑term softness and supports longer‑range earnings models. Zacks research / Marketbeat summary
• Neutral Sentiment: PACCAR’s recent investor materials and dividend confirmation (quarterly dividend $0.33, ex‑dividend Feb 11) give modelable cash‑return data but are not an immediate catalyst. MarketBeat PCAR profile
• Neutral Sentiment: Roundups and watchlist coverage (e.g., Yahoo Finance / MarketWatch) note PCAR’s mixed positioning within the Nasdaq‑100 — useful context for relative performance but not a direct company catalyst. Yahoo Finance watchlist MarketWatch: underperforms vs peers
• Negative Sentiment: PACCAR’s last quarter showed an EPS beat but a large revenue miss — revenue down ~15% y/y — which signals demand weakness and tighter near‑term margins. That revenue shortfall is a likely driver of cautious near‑term positioning. MarketBeat earnings summary
• Negative Sentiment: Zacks cut near‑term estimates — Q1 2027 EPS lowered to $1.41 (from $1.55) and FY2026 trimmed to $5.42 — signaling nearer‑term earnings pressure that can weigh on the stock. Zacks Research Estimates PACCAR’s Q1 Earnings
• Negative Sentiment: Insider selling: CFO Brice Poplawski sold 2,200 shares (~$286,900) and reduced his holding by ~70.9%. High‑profile insider sales can spook investors even if for personal reasons. SEC filing / coverage: InsiderTrades coverage SEC filing

Wall Street Analysts Forecast Growth

Several research firms recently weighed in on PCAR. Weiss Ratings downgraded PACCAR from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Saturday, October 25th. Jefferies Financial Group reaffirmed a “hold” rating and issued a $90.00 price target on shares of PACCAR in a research report on Tuesday, October 21st. Raymond James Financial reissued a “market perform” rating on shares of PACCAR in a research report on Tuesday, October 21st. Wolfe Research upgraded shares of PACCAR from an “underperform” rating to a “peer perform” rating in a research note on Wednesday, October 22nd. Finally, Wall Street Zen upgraded shares of PACCAR from a “sell” rating to a “hold” rating in a research note on Saturday, January 31st. 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. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus target price of $116.50.

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.