Oshkosh Corporation $OSK Shares Acquired by Rockefeller Capital Management L.P.

Rockefeller Capital Management L.P. increased its holdings in Oshkosh Corporation (NYSE:OSK) by 40.8% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 14,639 shares of the company’s stock after buying an additional 4,243 shares during the quarter. Rockefeller Capital Management L.P.’s holdings in Oshkosh were worth $1,839,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in the business. Dimensional Fund Advisors LP raised its stake in Oshkosh by 6.2% during the 4th quarter. Dimensional Fund Advisors LP now owns 3,005,205 shares of the company’s stock valued at $377,547,000 after acquiring an additional 175,139 shares in the last quarter. LSV Asset Management grew its stake in shares of Oshkosh by 0.9% in the fourth quarter. LSV Asset Management now owns 1,913,769 shares of the company’s stock worth $240,427,000 after purchasing an additional 17,944 shares in the last quarter. Invesco Ltd. grew its stake in shares of Oshkosh by 20.4% in the fourth quarter. Invesco Ltd. now owns 1,777,735 shares of the company’s stock worth $223,337,000 after purchasing an additional 300,766 shares in the last quarter. AQR Capital Management LLC increased its holdings in shares of Oshkosh by 25.4% during the second quarter. AQR Capital Management LLC now owns 1,709,338 shares of the company’s stock valued at $193,728,000 after purchasing an additional 345,782 shares during the period. Finally, Southpoint Capital Advisors LP acquired a new position in shares of Oshkosh during the fourth quarter valued at $175,882,000. 92.36% of the stock is owned by institutional investors.

Oshkosh Trading Down 0.0%

Shares of Oshkosh stock opened at $153.63 on Wednesday. The business has a fifty day simple moving average of $138.21 and a 200-day simple moving average of $146.11. Oshkosh Corporation has a fifty-two week low of $113.93 and a fifty-two week high of $180.49. The firm has a market cap of $9.58 billion, a price-to-earnings ratio of 17.11, a price-to-earnings-growth ratio of 0.75 and a beta of 1.26. The company has a quick ratio of 0.83, a current ratio of 1.63 and a debt-to-equity ratio of 0.13.

Oshkosh (NYSE:OSK) last released its earnings results on Friday, May 8th. The company reported $0.85 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.04 by ($0.19). Oshkosh had a return on equity of 13.90% and a net margin of 5.54%.The firm had revenue of $2.32 billion for the quarter, compared to analyst estimates of $2.29 billion. During the same period in the previous year, the firm earned $1.92 earnings per share. Oshkosh’s revenue was up .2% on a year-over-year basis. Oshkosh has set its FY 2026 guidance at 11.500-11.500 EPS. On average, equities analysts forecast that Oshkosh Corporation will post 11.05 EPS for the current fiscal year.

Oshkosh Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, June 9th. Stockholders of record on Tuesday, May 26th were paid a $0.57 dividend. The ex-dividend date of this dividend was Tuesday, May 26th. This represents a $2.28 annualized dividend and a dividend yield of 1.5%. Oshkosh’s payout ratio is currently 25.39%.

Wall Street Analysts Forecast Growth

Several equities research analysts recently weighed in on the stock. Morgan Stanley reduced their price objective on shares of Oshkosh from $157.00 to $150.00 and set an “equal weight” rating for the company in a report on Tuesday, May 12th. JPMorgan Chase & Co. lowered their target price on shares of Oshkosh from $158.00 to $145.00 and set a “neutral” rating on the stock in a research note on Monday, May 11th. UBS Group boosted their price target on shares of Oshkosh from $167.00 to $197.00 and gave the stock a “buy” rating in a research report on Friday, March 6th. Sanford C. Bernstein set a $138.00 price target on shares of Oshkosh in a research note on Thursday, April 9th. Finally, Wall Street Zen cut shares of Oshkosh from a “buy” rating to a “hold” rating in a report on Saturday, May 16th. Nine research analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $167.67.

Insider Activity at Oshkosh

In related news, Director Duncan Palmer sold 505 shares of the business’s stock in a transaction that occurred on Tuesday, May 12th. The shares were sold at an average price of $133.86, for a total value of $67,599.30. Following the sale, the director directly owned 39,684 shares in the company, valued at $5,312,100.24. The trade was a 1.26% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.64% of the stock is owned by insiders.

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.