Oshkosh Corporation $OSK Stock Position Increased by AlphaQuest LLC

AlphaQuest LLC boosted its position in shares of Oshkosh Corporation (NYSE:OSK) by 3,852.3% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 34,820 shares of the company’s stock after buying an additional 33,939 shares during the quarter. Oshkosh accounts for approximately 0.3% of AlphaQuest LLC’s investment portfolio, making the stock its 21st largest position. AlphaQuest LLC owned approximately 0.06% of Oshkosh worth $4,516,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the business. Goldman Sachs Group Inc. boosted its position in shares of Oshkosh by 43.4% during the 1st quarter. Goldman Sachs Group Inc. now owns 225,130 shares of the company’s stock valued at $21,180,000 after purchasing an additional 68,165 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its holdings in Oshkosh by 8.1% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 188,191 shares of the company’s stock worth $17,705,000 after buying an additional 14,122 shares in the last quarter. Focus Partners Wealth acquired a new position in Oshkosh in the first quarter worth approximately $567,000. Sivia Capital Partners LLC bought a new position in shares of Oshkosh in the second quarter valued at $325,000. Finally, Farther Finance Advisors LLC lifted its position in shares of Oshkosh by 21.8% during the 2nd quarter. Farther Finance Advisors LLC now owns 593 shares of the company’s stock valued at $67,000 after acquiring an additional 106 shares during the last quarter. 92.36% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

OSK has been the topic of a number of recent research reports. Barclays initiated coverage on Oshkosh in a report on Tuesday, November 25th. They issued an “overweight” rating and a $150.00 target price on the stock. Zacks Research cut Oshkosh from a “hold” rating to a “strong sell” rating in a research note on Thursday, January 22nd. UBS Group cut their price objective on Oshkosh from $165.00 to $163.00 and set a “buy” rating on the stock in a report on Monday, January 5th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Oshkosh in a report on Thursday, January 22nd. Finally, KeyCorp reissued an “overweight” rating on shares of Oshkosh in a research report on Thursday, December 18th. Thirteen investment analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $153.31.

Trending Headlines about Oshkosh

Here are the key news stories impacting Oshkosh this week:

• Positive Sentiment: Revenue beat — Oshkosh reported $2.69B in Q4 sales versus consensus near $2.60B, showing stronger-than-expected demand in the quarter. Oshkosh beats revenue expectations, misses on earnings in fourth quarter
• Positive Sentiment: Analyst optimism — at least one analyst said they’re more positive on Oshkosh for 2026 and raised a price target, signaling some buy-side confidence in the company’s outlook beyond the near-term miss. Oshkosh: I’m More Positive In 2026 Than 2025, Raising My Price Target
• Neutral Sentiment: Earnings call / management commentary available — the company hosted its Q4 earnings call and released slides; investors should review management’s comments on margins, backlog and 2026 assumptions to judge whether this is a temporary EPS drag. Oshkosh Corp (OSK) Q4 2025 Earnings Call Highlights: Strong Financial Performance Amid Market …
• Neutral Sentiment: Full-quarter details and transcript — full results and the earnings transcript are posted for deeper read on segment performance and cost drivers. Oshkosh Corporation (OSK) Q4 2025 Earnings Call Transcript
• Negative Sentiment: EPS miss — EPS came in at $2.26 vs. consensus ~$2.33 and below the prior-year quarter ($2.58), which is the main driver of the stock pullback as margins and profitability disappointed. Oshkosh (OSK) Q4 Earnings Miss Estimates
• Negative Sentiment: Market reaction — coverage noted that shares are sliding on the mixed print, with higher intraday volume as investors digest the miss and await forward guidance clarity. Why Oshkosh (OSK) shares are sliding today
• Positive Sentiment: Short-interest declined sharply in January (down ~34%), which reduces a near-term short-squeeze risk and may support upside if sentiment improves. MarketBeat OSK profile and short-interest data

Oshkosh Price Performance

Shares of NYSE:OSK opened at $145.53 on Friday. The firm has a market cap of $9.20 billion, a price-to-earnings ratio of 14.20, a P/E/G ratio of 1.97 and a beta of 1.41. Oshkosh Corporation has a 1 year low of $76.82 and a 1 year high of $158.53. The company has a current ratio of 1.98, a quick ratio of 0.99 and a debt-to-equity ratio of 0.24. The business has a fifty day simple moving average of $136.53 and a 200 day simple moving average of $133.48.

Oshkosh (NYSE:OSK) last issued its earnings results on Thursday, January 29th. The company reported $2.26 earnings per share for the quarter, missing the consensus estimate of $2.33 by ($0.07). Oshkosh had a return on equity of 16.60% and a net margin of 6.43%.The firm had revenue of $2.69 billion during the quarter, compared to analyst estimates of $2.60 billion. As a group, sell-side analysts predict that Oshkosh Corporation will post 10.96 earnings per share for the current fiscal year.

Oshkosh Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 3rd. Investors of record on Tuesday, February 17th will be given a dividend of $0.57 per share. The ex-dividend date of this dividend is Tuesday, February 17th. This is a boost from Oshkosh’s previous quarterly dividend of $0.51. This represents a $2.28 annualized dividend and a yield of 1.6%. Oshkosh’s payout ratio is 19.90%.

Oshkosh Company 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.