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

PACCAR Inc. (NASDAQ:PCAR) CFO Brice Poplawski sold 2,200 shares of the firm’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 completion of the transaction, the chief financial officer owned 903 shares in the company, valued at approximately $117,760.23. This trade represents a 70.90% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link.

PACCAR Stock Up 1.7%

Shares of PCAR opened at $127.00 on Friday. The stock has a 50 day moving average price of $118.09 and a 200 day moving average price of $105.80. PACCAR Inc. has a one year low of $84.65 and a one year high of $131.88. The company has a debt-to-equity ratio of 0.56, a quick ratio of 1.42 and a current ratio of 1.70. The stock has a market capitalization of $66.70 billion, a price-to-earnings ratio of 28.16, a PEG ratio of 1.07 and a beta of 1.03.

PACCAR (NASDAQ:PCAR) last released its earnings results on Tuesday, January 27th. The company reported $1.06 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $1.06. The business 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 company’s revenue for the quarter was down 15.1% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.66 earnings per share. Equities research analysts forecast that PACCAR Inc. will post 7.57 earnings per share for the current fiscal year.

PACCAR Cuts Dividend

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

Institutional Investors Weigh In On PACCAR

Institutional investors have recently made changes to their positions in the stock. Jacobi Capital Management LLC boosted its position in shares of PACCAR by 2.7% during the 4th quarter. Jacobi Capital Management LLC now owns 7,583 shares of the company’s stock worth $830,000 after purchasing an additional 201 shares during the period. FORA Capital LLC lifted its stake in PACCAR by 295.4% during the fourth quarter. FORA Capital LLC now owns 39,699 shares of the company’s stock worth $4,347,000 after purchasing an additional 29,659 shares in the last quarter. Kestra Advisory Services LLC boosted its position in shares of PACCAR by 18.4% during the fourth quarter. Kestra Advisory Services LLC now owns 25,105 shares of the company’s stock worth $2,749,000 after buying an additional 3,904 shares during the period. Parkside Financial Bank & Trust grew its stake in shares of PACCAR by 3.1% in the fourth quarter. Parkside Financial Bank & Trust now owns 2,898 shares of the company’s stock valued at $317,000 after buying an additional 87 shares in the last quarter. Finally, CANADA LIFE ASSURANCE Co raised its holdings in shares of PACCAR by 29.9% in the 4th quarter. CANADA LIFE ASSURANCE Co now owns 450,844 shares of the company’s stock valued at $49,370,000 after buying an additional 103,700 shares during the period. 64.90% of the stock is currently owned by institutional investors and hedge funds.

PACCAR News Summary

Here are the key news stories impacting PACCAR this week:

• Positive Sentiment: Bank of America’s bullish stance (buy) on PCAR provides institutional validation that may support the rally and investor appetite. Paccar (PCAR) Receives a Buy from Bank of America Securities
• Positive Sentiment: Zacks has raised some mid‑to‑late 2026/2027 quarterly EPS forecasts (improving forward visibility for later periods), which offsets some near‑term softness and supports longer‑range earnings models. Zacks research / Marketbeat summary
• Neutral Sentiment: PACCAR’s recent investor materials and dividend confirmation (quarterly dividend $0.33, ex‑dividend Feb 11) give modelable cash‑return data but are not an immediate catalyst. MarketBeat PCAR profile
• Neutral Sentiment: Roundups and watchlist coverage (e.g., Yahoo Finance / MarketWatch) note PCAR’s mixed positioning within the Nasdaq‑100 — useful context for relative performance but not a direct company catalyst. Yahoo Finance watchlist MarketWatch: underperforms vs peers
• Negative Sentiment: PACCAR’s last quarter showed an EPS beat but a large revenue miss — revenue down ~15% y/y — which signals demand weakness and tighter near‑term margins. That revenue shortfall is a likely driver of cautious near‑term positioning. MarketBeat earnings summary
• Negative Sentiment: Zacks cut near‑term estimates — Q1 2027 EPS lowered to $1.41 (from $1.55) and FY2026 trimmed to $5.42 — signaling nearer‑term earnings pressure that can weigh on the stock. Zacks Research Estimates PACCAR’s Q1 Earnings
• Negative Sentiment: Insider selling: CFO Brice Poplawski sold 2,200 shares (~$286,900) and reduced his holding by ~70.9%. High‑profile insider sales can spook investors even if for personal reasons. SEC filing / coverage: InsiderTrades coverage SEC filing

Wall Street Analyst Weigh In

A number of equities analysts have weighed in on the company. Raymond James Financial reissued a “market perform” rating on shares of PACCAR in a research note on Tuesday, October 21st. Wells Fargo & Company set a $119.00 price target on shares of PACCAR and gave the company an “equal weight” rating in a research report on Friday, January 23rd. Jefferies Financial Group reissued a “hold” rating and issued a $90.00 price objective on shares of PACCAR in a report on Tuesday, October 21st. Sanford C. Bernstein set a $138.00 target price on shares of PACCAR and gave the stock an “outperform” rating in a research note on Wednesday, January 28th. Finally, Wolfe Research raised shares of PACCAR from an “underperform” rating to a “peer perform” rating in a research note on Wednesday, October 22nd. One analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating and eleven have given a Hold rating to the company’s stock. According to MarketBeat.com, PACCAR presently has an average rating of “Hold” and a consensus price target of $116.50.

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.