Oshkosh Corporation (NYSE:OSK) Sees Large Decline in Short Interest

Oshkosh Corporation (NYSE:OSK) was the recipient of a significant decline in short interest during the month of January. As of January 15th, there was short interest totaling 3,060,732 shares, a decline of 33.9% from the December 31st total of 4,628,949 shares. Based on an average daily volume of 764,032 shares, the short-interest ratio is presently 4.0 days. Approximately 4.9% of the shares of the company are sold short. Approximately 4.9% of the shares of the company are sold short. Based on an average daily volume of 764,032 shares, the short-interest ratio is presently 4.0 days.

Oshkosh News Roundup

Here are the key news stories impacting Oshkosh this week:

• Positive Sentiment: Board raised the quarterly dividend to $0.57 (11.8% increase); ex-dividend Feb 17 — supports income-focused holders and signals confidence in cash flow.
• Positive Sentiment: JPMorgan raised its price target from $145 to $155 (maintaining a “neutral” rating), implying upside vs. the current price and providing some analyst support for the stock. Benzinga
• Neutral Sentiment: Q4 revenue grew 3.5% Y/Y to $2.69B and topped estimates — demand across key segments remained intact, which helps near-term top-line outlook. Zacks: Q4 Revenues Increase
• Neutral Sentiment: Company released earnings materials and the full earnings-call transcript and slides — useful for digging into segment-level trends, margin drivers and backlog commentary. MarketBeat: Conference Call & Slides
• Negative Sentiment: Oshkosh reported Q4 EPS of $2.26, missing consensus of $2.33 and down from $2.58 a year ago — the earnings shortfall is weighing on near-term sentiment and valuation multiples. Zacks: Q4 Earnings Miss
• Negative Sentiment: FY2026 EPS guidance of $11.50 (midpoint) was well below the Street (~$12.32), creating the biggest near-term negative catalyst as it lowers consensus expectations despite revenue guidance roughly in line with estimates.

Institutional Investors Weigh In On Oshkosh

Several hedge funds and other institutional investors have recently bought and sold shares of the business. Harbor Capital Advisors Inc. bought a new stake in shares of Oshkosh in the 3rd quarter worth approximately $26,000. Blue Trust Inc. increased its holdings in shares of Oshkosh by 471.1% in the third quarter. Blue Trust Inc. now owns 217 shares of the company’s stock valued at $28,000 after buying an additional 179 shares in the last quarter. SJS Investment Consulting Inc. lifted its position in shares of Oshkosh by 3,014.3% during the 3rd quarter. SJS Investment Consulting Inc. now owns 218 shares of the company’s stock valued at $28,000 after acquiring an additional 211 shares during the last quarter. Abich Financial Wealth Management LLC bought a new stake in shares of Oshkosh during the 3rd quarter worth $29,000. Finally, Torren Management LLC acquired a new position in shares of Oshkosh in the 4th quarter worth $30,000. 92.36% of the stock is currently owned by institutional investors.

Oshkosh Price Performance

OSK traded down $1.49 on Friday, reaching $143.86. The company had a trading volume of 920,455 shares, compared to its average volume of 815,148. The company has a market capitalization of $9.10 billion, a P/E ratio of 14.36, a PEG ratio of 1.96 and a beta of 1.41. The company has a current ratio of 1.94, a quick ratio of 0.99 and a debt-to-equity ratio of 0.24. The company has a fifty day moving average of $136.94 and a 200-day moving average of $133.62. Oshkosh has a one year low of $76.82 and a one year high of $158.53.

Oshkosh (NYSE:OSK) last issued its quarterly earnings results on Thursday, January 29th. The company reported $2.26 earnings per share for the quarter, missing analysts’ consensus estimates of $2.33 by ($0.07). The company had revenue of $2.69 billion during the quarter, compared to analyst estimates of $2.60 billion. Oshkosh had a return on equity of 15.69% and a net margin of 6.21%.The company’s revenue was up 3.5% on a year-over-year basis. During the same period in the prior year, the company posted $2.58 earnings per share. As a group, equities research analysts anticipate that Oshkosh will post 10.96 earnings per share for the current year.

Oshkosh Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 3rd. Stockholders of record on Tuesday, February 17th will be issued a $0.57 dividend. This represents a $2.28 annualized dividend and a dividend yield of 1.6%. This is a positive change from Oshkosh’s previous quarterly dividend of $0.51. The ex-dividend date is Tuesday, February 17th. Oshkosh’s payout ratio is currently 20.36%.

Wall Street Analyst Weigh In

OSK has been the subject of a number of recent research reports. Barclays began coverage on shares of Oshkosh in a research report on Tuesday, November 25th. They set an “overweight” rating and a $150.00 price objective for the company. Morgan Stanley upped their target price on Oshkosh from $147.00 to $155.00 and gave the company an “equal weight” rating in a report on Friday, January 23rd. Argus cut their price target on Oshkosh from $175.00 to $160.00 and set a “buy” rating on the stock in a report on Wednesday, December 10th. Wells Fargo & Company boosted their price objective on Oshkosh from $144.00 to $168.00 and gave the company an “overweight” rating in a research report on Friday, January 23rd. Finally, Zacks Research lowered Oshkosh from a “hold” rating to a “strong sell” rating in a research report on Thursday, January 22nd. Twelve research analysts have rated the stock with a Buy rating, four have issued a Hold rating and two have assigned 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 $157.07.

About Oshkosh

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.