PACCAR Inc. $PCAR Shares Sold by Madison Asset Management LLC

Madison Asset Management LLC decreased its holdings in shares of PACCAR Inc. (NASDAQ:PCAR) by 2.2% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,461,080 shares of the company’s stock after selling 56,069 shares during the period. PACCAR comprises approximately 2.7% of Madison Asset Management LLC’s investment portfolio, making the stock its 4th largest holding. Madison Asset Management LLC’s holdings in PACCAR were worth $241,973,000 as of its most recent SEC filing.

A number of other institutional investors have also recently added to or reduced their stakes in PCAR. Hazlett Burt & Watson Inc. raised its position in 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 acquiring an additional 100 shares during the period. Private Wealth Management Group LLC grew its position in shares of PACCAR by 293.1% in the third quarter. Private Wealth Management Group LLC now owns 283 shares of the company’s stock valued at $28,000 after purchasing an additional 211 shares during the period. AlphaQuest LLC purchased a new stake in shares of PACCAR during the third quarter worth about $38,000. Hantz Financial Services Inc. increased its stake in shares of PACCAR by 43.8% during the second quarter. Hantz Financial Services Inc. now owns 440 shares of the company’s stock worth $42,000 after purchasing an additional 134 shares in the last quarter. Finally, Westside Investment Management Inc. raised its position in shares of PACCAR by 100.0% during the 3rd quarter. Westside Investment Management Inc. now owns 432 shares of the company’s stock worth $42,000 after purchasing an additional 216 shares during the last quarter. Institutional investors and hedge funds own 64.90% of the company’s stock.

Insider Activity

In other news, EVP C Michael Dozier sold 79,076 shares of the stock in a transaction that occurred 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 sale, the executive vice president owned 34,656 shares of the company’s stock, valued at $4,433,195.52. This represents a 69.53% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, CEO R Preston Feight sold 9,258 shares of the firm’s stock in a transaction that occurred on 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 sale, the chief executive officer owned 258,566 shares of the company’s stock, valued at $33,536,010.20. This represents a 3.46% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 130,905 shares of company stock valued at $16,582,144 in the last quarter. Insiders own 2.02% of the company’s stock.

PACCAR Price Performance

PCAR stock opened at $127.07 on Wednesday. PACCAR Inc. has a 1 year low of $84.65 and a 1 year high of $131.88. The company has a debt-to-equity ratio of 0.56, a current ratio of 1.70 and a quick ratio of 1.42. The firm has a market capitalization of $66.74 billion, a PE ratio of 28.18, a price-to-earnings-growth ratio of 1.07 and a beta of 1.03. The business has a 50 day simple moving average of $117.01 and a 200-day simple moving average of $105.26.

PACCAR (NASDAQ:PCAR) last announced its quarterly earnings data on Tuesday, January 27th. The company reported $1.06 EPS for the quarter, hitting analysts’ consensus estimates of $1.06. The firm had revenue of $4.61 billion for the quarter, compared to the consensus estimate of $6.06 billion. PACCAR had a return on equity of 13.97% and a net margin of 8.35%.The firm’s revenue was down 15.1% compared to the same quarter last year. During the same quarter last year, the business posted $1.66 earnings per share. Equities research analysts anticipate that PACCAR Inc. will post 7.57 earnings per share for the current fiscal year.

PACCAR Cuts Dividend

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

Key Stories Impacting PACCAR

Here are the key news stories impacting PACCAR this week:

• Positive Sentiment: Zacks Research raised several mid‑to‑longer‑term quarterly estimates and lifted its FY2027 EPS view to $6.45 (from $6.39), reflecting an improved earnings trajectory for 2027 that supports higher valuation expectations.
• Positive Sentiment: Bank of America Securities initiated/issued a Buy on PACCAR, providing a clear bullish catalyst that may attract momentum and funds that follow BofA coverage. Article Title
• Neutral Sentiment: Zacks left its rating at “Hold,” implying analysts see limited near‑term upside despite model tweaks; that tempers the positive reaction from the estimate increases.
• Negative Sentiment: Zacks cut near‑term estimates: Q1 2026 EPS was lowered sharply to $1.15 (from $1.32) and Q2 2026 trimmed to $1.35 (from $1.36). Those downgrades indicate some near‑term demand/earnings pressure and could weigh on short‑term performance.

Wall Street Analysts Forecast Growth

Several research firms recently issued reports on PCAR. UBS Group set a $103.00 price objective on PACCAR and gave the stock a “neutral” rating in a report on Wednesday, October 22nd. Zacks Research upgraded PACCAR from a “strong sell” rating to a “hold” rating in a research report on Monday, December 8th. Citigroup lifted their price target on PACCAR from $120.00 to $125.00 and gave the stock a “neutral” rating in a research note on Thursday, January 29th. Wolfe Research raised PACCAR from an “underperform” rating to a “peer perform” rating in a research note on Wednesday, October 22nd. Finally, Truist Financial raised their price objective on PACCAR from $108.00 to $120.00 and gave the company a “hold” rating in a report on Wednesday, January 28th. One investment analyst has rated the stock with a Strong Buy rating, five have given a Buy rating and eleven have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus 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.