Zacks Research Has Negative Outlook for PACCAR Q2 Earnings

PACCAR Inc (NASDAQ:PCAR) – Equities researchers at Zacks Research reduced their Q2 2025 earnings per share estimates for shares of PACCAR in a note issued to investors on Monday, February 10th. Zacks Research analyst R. Singhi now expects that the company will post earnings of $1.90 per share for the quarter, down from their previous forecast of $1.97. The consensus estimate for PACCAR’s current full-year earnings is $7.60 per share. Zacks Research also issued estimates for PACCAR’s Q3 2025 earnings at $2.01 EPS, Q4 2025 earnings at $1.97 EPS, Q3 2026 earnings at $2.28 EPS, FY2026 earnings at $8.68 EPS and FY2027 earnings at $8.16 EPS.

PACCAR (NASDAQ:PCAR) last announced its earnings results on Tuesday, January 28th. The company reported $1.66 earnings per share for the quarter, missing the consensus estimate of $1.70 by ($0.04). PACCAR had a return on equity of 23.53% and a net margin of 12.36%.

Several other research firms also recently weighed in on PCAR. Morgan Stanley dropped their price target on PACCAR from $135.00 to $126.00 and set an “overweight” rating on the stock in a research note on Wednesday, October 23rd. Jefferies Financial Group downgraded PACCAR from a “buy” rating to a “hold” rating and set a $120.00 price target on the stock. in a research note on Friday, December 6th. JPMorgan Chase & Co. boosted their price target on PACCAR from $125.00 to $132.00 and gave the company an “overweight” rating in a research note on Monday, February 3rd. Citigroup dropped their price target on PACCAR from $125.00 to $115.00 and set a “neutral” rating on the stock in a research note on Tuesday, January 14th. Finally, Evercore ISI upgraded PACCAR from an “in-line” rating to an “outperform” rating and boosted their price target for the company from $99.00 to $129.00 in a research note on Wednesday, November 13th. Seven analysts have rated the stock with a hold rating and seven have issued a buy rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $121.95.

PACCAR Stock Up 2.1 %

PACCAR stock opened at $105.26 on Wednesday. The company has a debt-to-equity ratio of 0.54, a quick ratio of 1.39 and a current ratio of 1.67. The business’s 50-day simple moving average is $108.77 and its two-hundred day simple moving average is $104.74. The company has a market cap of $55.19 billion, a PE ratio of 13.31, a PEG ratio of 2.79 and a beta of 0.92. PACCAR has a fifty-two week low of $90.04 and a fifty-two week high of $125.50.

PACCAR Increases Dividend

The firm also recently declared a dividend, which was paid on Wednesday, January 8th. Investors of record on Friday, December 20th were issued a $3.00 dividend. This is a boost from PACCAR’s previous dividend of $0.89. The ex-dividend date was Friday, December 20th. PACCAR’s dividend payout ratio is presently 15.17%.

Insider Buying and Selling

In other PACCAR news, VP Todd R. Hubbard sold 2,000 shares of the business’s stock in a transaction that occurred on Friday, January 31st. The stock was sold at an average price of $112.05, for a total transaction of $224,100.00. Following the completion of the sale, the vice president now directly owns 5,463 shares in the company, valued at approximately $612,129.15. The trade was a 26.80 % decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO R Preston Feight sold 25,200 shares of the business’s stock in a transaction that occurred on Friday, January 31st. The stock was sold at an average price of $110.98, for a total value of $2,796,696.00. Following the sale, the chief executive officer now owns 206,129 shares of the company’s stock, valued at approximately $22,876,196.42. This trade represents a 10.89 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last 90 days, insiders sold 130,871 shares of company stock valued at $14,586,333. 2.02% of the stock is owned by company insiders.

Institutional Investors Weigh In On PACCAR

Large investors have recently bought and sold shares of the company. Meeder Asset Management Inc. increased its stake in PACCAR by 221.8% during the 4th quarter. Meeder Asset Management Inc. now owns 280 shares of the company’s stock worth $29,000 after buying an additional 193 shares in the last quarter. Golden State Wealth Management LLC acquired a new stake in shares of PACCAR in the fourth quarter valued at approximately $37,000. Kestra Investment Management LLC purchased a new position in PACCAR during the fourth quarter worth approximately $37,000. Atala Financial Inc acquired a new position in PACCAR during the fourth quarter worth $43,000. Finally, Regents Gate Capital LLP purchased a new stake in PACCAR in the 4th quarter valued at $44,000. 64.90% of the stock is currently owned by hedge funds and other institutional investors.

About PACCAR

PACCAR Inc designs, manufactures, and distributes light, medium, and heavy-duty commercial trucks in the United States, Canada, Europe, Mexico, South America, Australia, and internationally. It operates through three segments: Truck, Parts, and Financial Services. The Truck segment designs, manufactures, and distributes trucks for the over-the-road and off-highway hauling of commercial and consumer goods.