Erste Asset Management GmbH Has $2.69 Million Holdings in Oshkosh Corporation $OSK

Erste Asset Management GmbH increased its position in shares of Oshkosh Corporation (NYSE:OSK) by 370.7% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 20,951 shares of the company’s stock after acquiring an additional 16,500 shares during the quarter. Erste Asset Management GmbH’s holdings in Oshkosh were worth $2,690,000 as of its most recent SEC filing.

Several other hedge funds have also recently bought and sold shares of the business. LSV Asset Management lifted its stake in Oshkosh by 0.9% in the 4th quarter. LSV Asset Management now owns 1,913,769 shares of the company’s stock worth $240,427,000 after acquiring an additional 17,944 shares in the last quarter. AQR Capital Management LLC lifted its stake in Oshkosh by 25.4% in the 2nd quarter. AQR Capital Management LLC now owns 1,709,338 shares of the company’s stock worth $193,728,000 after acquiring an additional 345,782 shares in the last quarter. Invesco Ltd. lifted its stake in Oshkosh by 26.3% in the 3rd quarter. Invesco Ltd. now owns 1,476,969 shares of the company’s stock worth $191,563,000 after acquiring an additional 307,949 shares in the last quarter. Capital Research Global Investors lifted its stake in Oshkosh by 143.9% in the 4th quarter. Capital Research Global Investors now owns 1,193,156 shares of the company’s stock worth $149,896,000 after acquiring an additional 704,022 shares in the last quarter. Finally, Bank of America Corp DE lifted its stake in Oshkosh by 2.4% in the 2nd quarter. Bank of America Corp DE now owns 1,090,142 shares of the company’s stock worth $123,775,000 after acquiring an additional 25,125 shares in the last quarter. 92.36% of the stock is owned by hedge funds and other institutional investors.

Oshkosh Stock Up 1.0%

OSK opened at $132.70 on Wednesday. Oshkosh Corporation has a fifty-two week low of $106.37 and a fifty-two week high of $180.49. The business has a 50-day moving average of $140.17 and a 200-day moving average of $144.56. The company has a debt-to-equity ratio of 0.13, a current ratio of 1.63 and a quick ratio of 0.83. The company has a market capitalization of $8.27 billion, a PE ratio of 14.78, a price-to-earnings-growth ratio of 0.64 and a beta of 1.26.

Oshkosh (NYSE:OSK) last posted its quarterly earnings results on Friday, May 8th. The company reported $0.85 earnings per share 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 analysts’ expectations of $2.29 billion. During the same period last year, the business earned $1.92 earnings per share. The firm’s revenue for the quarter was up .2% on a year-over-year basis. Oshkosh has set its FY 2026 guidance at 11.500-11.500 EPS. Equities research analysts forecast that Oshkosh Corporation will post 11 EPS for the current fiscal year.

Oshkosh Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Tuesday, June 9th. Stockholders of record on Tuesday, May 26th were paid a dividend of $0.57 per share. The ex-dividend date of this dividend was Tuesday, May 26th. This represents a $2.28 dividend on an annualized basis and a dividend yield of 1.7%. Oshkosh’s dividend payout ratio (DPR) is 25.39%.

Analysts Set New Price Targets

Several brokerages recently issued reports on OSK. UBS Group increased their price objective on Oshkosh from $167.00 to $197.00 and gave the stock a “buy” rating in a research note on Friday, March 6th. Raymond James Financial reissued an “outperform” rating and issued a $175.00 price objective on shares of Oshkosh in a research note on Monday, March 2nd. Zacks Research raised Oshkosh from a “strong sell” rating to a “hold” rating in a research note on Thursday, March 5th. Morgan Stanley reduced their price objective on Oshkosh from $157.00 to $150.00 and set an “equal weight” rating for the company in a research note on Tuesday, May 12th. Finally, Weiss Ratings raised Oshkosh from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Tuesday, May 26th. Eleven investment analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $165.38.

Insider Activity at Oshkosh

In other news, Director Duncan Palmer sold 505 shares of the stock in a transaction dated Tuesday, May 12th. The stock was sold at an average price of $133.86, for a total transaction of $67,599.30. Following the transaction, the director owned 39,684 shares of the company’s stock, valued at approximately $5,312,100.24. This represents a 1.26% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.64% of the company’s stock.

Oshkosh Profile

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.