PACCAR (NASDAQ:PCAR) CFO Sells $286,902.00 in Stock

PACCAR Inc. (NASDAQ:PCAR) CFO Brice Poplawski sold 2,200 shares of the company’s stock in a transaction that occurred on Thursday, February 12th. The shares were sold at an average price of $130.41, for a total value of $286,902.00. Following the transaction, the chief financial officer directly owned 903 shares in the company, valued at approximately $117,760.23. This represents a 70.90% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link.

PACCAR Trading Down 3.6%

PCAR traded down $4.64 during trading hours on Thursday, reaching $124.84. 3,783,250 shares of the company’s stock traded hands, compared to its average volume of 3,470,976. The firm has a 50-day moving average price of $117.43 and a 200 day moving average price of $105.43. The firm has a market capitalization of $65.57 billion, a PE ratio of 27.68, a PEG 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. PACCAR Inc. has a 52-week low of $84.65 and a 52-week high of $131.88.

PACCAR (NASDAQ:PCAR) last issued its 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 net margin of 8.35% and a return on equity of 13.97%. The business’s revenue was down 15.1% on a year-over-year basis. During the same period in the previous year, the firm earned $1.66 earnings per share. As a group, sell-side analysts predict that PACCAR Inc. will post 7.57 EPS for the current fiscal year.

PACCAR Cuts Dividend

The company also recently declared 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 is Wednesday, February 11th. This represents a $1.32 dividend on an annualized basis and a dividend yield of 1.1%. PACCAR’s payout ratio is presently 29.27%.

Analyst Ratings Changes

PCAR has been the topic of a number of recent research reports. Zacks Research raised PACCAR from a “strong sell” rating to a “hold” rating in a research report on Monday, December 8th. Wolfe Research upgraded shares of PACCAR from an “underperform” rating to a “peer perform” rating in a report on Wednesday, October 22nd. Truist Financial raised their target price on shares of PACCAR from $108.00 to $120.00 and gave the company a “hold” rating in a research report on Wednesday, January 28th. Wells Fargo & Company set a $119.00 price target on shares of PACCAR and gave the company an “equal weight” rating in a report on Friday, January 23rd. Finally, Sanford C. Bernstein set a $138.00 price target on shares of PACCAR and gave the stock an “outperform” rating in a research report on Wednesday, January 28th. One equities research analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating and eleven have assigned a Hold rating to the stock. Based on data from MarketBeat, PACCAR currently has a consensus rating of “Hold” and an average target price of $116.50.

Institutional Investors Weigh In On PACCAR

A number of large investors have recently modified their holdings of PCAR. Ares Financial Consulting LLC acquired a new stake in PACCAR during the 4th quarter worth about $27,000. Hazlett Burt & Watson Inc. lifted its stake in PACCAR by 53.8% during the 2nd quarter. Hazlett Burt & Watson Inc. now owns 286 shares of the company’s stock valued at $28,000 after acquiring an additional 100 shares during the period. Private Wealth Management Group LLC boosted 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 acquiring an additional 211 shares during the last quarter. MCF Advisors LLC increased its stake in shares of PACCAR by 57.5% in the fourth quarter. MCF Advisors LLC now owns 252 shares of the company’s stock worth $28,000 after acquiring an additional 92 shares during the period. Finally, Elyxium Wealth LLC purchased a new position in shares of PACCAR during the fourth quarter worth $30,000. Hedge funds and other institutional investors own 64.90% of the company’s stock.

PACCAR News Roundup

Here are the key news stories impacting PACCAR this week:

• Positive Sentiment: Zacks raised several forward quarterly and annual estimates (examples: Q2–Q4 2026/2027 and Q3–Q4 2027 were nudged higher; FY2027 was lifted to $6.45 from $6.39), signaling expected recovery later in the forecast window — this may limit downside if results trend toward those outlooks.
• Positive Sentiment: Bank of America Securities initiated/issued a Buy on PACCAR, which can attract demand from institutional buyers and provide a near‑term bid under the shares. Paccar (PCAR) Receives a Buy from Bank of America Securities
• Neutral Sentiment: PACCAR’s analyst/investor day slideshow is available, offering additional detail on strategy, electric/technology investments and outlook — useful for longer‑term investors but neutral until tied to quantified guidance. PACCAR Inc (PCAR) Analyst/Investor Day – Slideshow
• Negative Sentiment: Zacks cut several near‑term estimates: Q1 2027 EPS lowered to $1.41 (from $1.55) and FY2026 trimmed to $5.42 (from $5.46). Reductions to Q1 2026 and Q2 2026 estimates were also issued — these nearer‑term cuts pressure sentiment and help explain the share decline.
• Negative Sentiment: Context: PACCAR’s most recent quarter showed EPS roughly in line with consensus but a meaningful revenue decline versus year‑ago, underscoring demand/volume weakness that analysts are partially reflecting in cuts to near‑term forecasts.

PACCAR Company 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.