Zacks Research Has Pessimistic Outlook of PACCAR Q1 Earnings

PACCAR Inc. (NASDAQ:PCAR) – Research analysts at Zacks Research decreased their Q1 2026 EPS estimates for PACCAR in a research note issued on Tuesday, February 10th. Zacks Research analyst Team now anticipates that the company will post earnings per share of $1.15 for the quarter, down from their previous estimate of $1.32. Zacks Research currently has a “Hold” rating on the stock. The consensus estimate for PACCAR’s current full-year earnings is $7.57 per share. Zacks Research also issued estimates for PACCAR’s Q2 2026 earnings at $1.35 EPS, Q3 2026 earnings at $1.41 EPS, Q4 2026 earnings at $1.51 EPS, Q2 2027 earnings at $1.58 EPS, Q3 2027 earnings at $1.64 EPS, Q4 2027 earnings at $1.82 EPS and FY2027 earnings at $6.45 EPS.

PACCAR (NASDAQ:PCAR) last issued its quarterly earnings results on Tuesday, January 27th. The company reported $1.06 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of $1.06. The firm had revenue of $4.61 billion during the quarter, compared to analyst estimates of $6.06 billion. PACCAR had a return on equity of 13.97% and a net margin of 8.35%.The firm’s quarterly revenue was down 15.1% on a year-over-year basis. During the same period last year, the company posted $1.66 EPS.

Other equities analysts have also issued research reports about the stock. Raymond James Financial reaffirmed a “market perform” rating on shares of PACCAR in a research note on Tuesday, October 21st. Citigroup increased their price target on shares of PACCAR from $120.00 to $125.00 and gave the stock a “neutral” rating in a research report on Thursday, January 29th. JPMorgan Chase & Co. lifted their price target on PACCAR from $133.00 to $142.00 and gave the company an “overweight” rating in a report on Wednesday, January 14th. Wells Fargo & Company set a $119.00 price objective on shares of PACCAR and gave the company an “equal weight” rating in a research note on Friday, January 23rd. Finally, Truist Financial upped their target price on PACCAR from $108.00 to $120.00 and gave the stock a “hold” rating in a research report on Wednesday, January 28th. 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’s stock. Based on data from MarketBeat.com, the company has an average rating of “Hold” and an average target price of $116.50.

PACCAR Stock Up 1.9%

Shares of PACCAR stock opened at $129.48 on Wednesday. PACCAR has a 12-month low of $84.65 and a 12-month high of $131.88. The firm has a market capitalization of $68.00 billion, a PE ratio of 28.71, a price-to-earnings-growth ratio of 1.06 and a beta of 1.03. The company has a quick ratio of 1.42, a current ratio of 1.70 and a debt-to-equity ratio of 0.56. The stock’s fifty day moving average is $117.43 and its 200-day moving average is $105.43.

Institutional Investors Weigh In On PACCAR

A number of institutional investors have recently made changes to their positions in the stock. Ares Financial Consulting LLC bought a new stake in shares of PACCAR in the 4th quarter valued at about $27,000. Hazlett Burt & Watson Inc. boosted its position in shares of PACCAR by 53.8% during the second quarter. Hazlett Burt & Watson Inc. now owns 286 shares of the company’s stock worth $28,000 after purchasing an additional 100 shares in the last quarter. Private Wealth Management Group LLC grew its holdings in shares of PACCAR by 293.1% in the 3rd quarter. Private Wealth Management Group LLC now owns 283 shares of the company’s stock valued at $28,000 after buying an additional 211 shares during the period. MCF Advisors LLC increased its position in shares of PACCAR by 57.5% in the 4th quarter. MCF Advisors LLC now owns 252 shares of the company’s stock valued at $28,000 after buying an additional 92 shares in the last quarter. Finally, Elyxium Wealth LLC acquired a new stake in PACCAR during the 4th quarter worth $30,000. 64.90% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other PACCAR news, CEO R Preston Feight sold 9,258 shares of the business’s stock in a transaction dated Wednesday, February 4th. The stock was sold at an average price of $129.70, for a total transaction of $1,200,762.60. Following the completion of the sale, the chief executive officer directly owned 258,566 shares of the company’s stock, valued at approximately $33,536,010.20. The trade was a 3.46% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CFO Brice J. Poplawski sold 2,200 shares of the firm’s stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $123.99, for a total transaction of $272,778.00. Following the completion of the transaction, the chief financial officer directly owned 903 shares in the company, valued at approximately $111,962.97. The trade was a 70.90% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 130,905 shares of company stock worth $16,582,144. 2.02% of the stock is currently owned by insiders.

PACCAR Cuts Dividend

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

PACCAR News Roundup

Here are the key news stories impacting PACCAR this week:

• Positive Sentiment: Zacks bumped multiple 2026–2027 quarterly and full‑year EPS estimates (notably Q2–Q4 2027 and FY2027 to $6.45), implying a modestly stronger medium‑term profit outlook that supports higher valuation.
• Positive Sentiment: Bank of America Securities initiated a Buy on PACCAR, providing a fresh institutional endorsement that can attract demand into the stock. Paccar (PCAR) Receives a Buy from Bank of America Securities
• Neutral Sentiment: PACCAR posted investor‑day materials/slides (informational for modelers and a source of management guidance). Review the slides for details on margin, production plans and EV/technology cadence. PACCAR Inc (PCAR) Analyst/Investor Day – Slideshow
• Neutral Sentiment: Zacks retains a “Hold” rating on PCAR despite the estimate changes, signaling analysts see upside as measured and not yet convincing enough to lift their rating.
• Negative Sentiment: Zacks materially cut near‑term Q1 2026 EPS (from $1.32 to $1.15) and slightly trimmed Q2 2026 — a sign of short‑term softness in the forecast that could pressure results if demand or margins disappoint.

About PACCAR

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.