Zacks Research Brokers Boost Earnings Estimates for PACCAR

PACCAR Inc (NASDAQ:PCAR) – Research analysts at Zacks Research raised their Q3 2025 earnings per share estimates for PACCAR in a note issued to investors on Thursday, March 6th. Zacks Research analyst R. Singhi now forecasts that the company will post earnings per share of $2.02 for the quarter, up from their prior estimate of $2.01. The consensus estimate for PACCAR’s current full-year earnings is $7.57 per share. Zacks Research also issued estimates for PACCAR’s Q4 2025 earnings at $1.99 EPS, Q2 2026 earnings at $2.13 EPS, Q3 2026 earnings at $2.31 EPS, Q4 2026 earnings at $2.52 EPS and FY2026 earnings at $8.80 EPS.

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

Other research analysts have also recently issued reports about the company. JPMorgan Chase & Co. increased their price target on PACCAR from $125.00 to $132.00 and gave the company an “overweight” rating in a research report on Monday, February 3rd. Bank of America raised PACCAR from a “neutral” rating to a “buy” rating and increased their price target for the company from $116.00 to $121.50 in a research report on Tuesday, January 14th. Evercore ISI reduced their price target on PACCAR from $129.00 to $127.00 and set an “outperform” rating for the company in a research report on Wednesday, February 19th. Citigroup reduced their price target on PACCAR from $125.00 to $115.00 and set a “neutral” rating for the company in a research report on Tuesday, January 14th. Finally, Truist Financial increased their price target on PACCAR from $112.00 to $113.00 and gave the company a “hold” rating in a research report on Wednesday, January 29th. Seven investment analysts have rated the stock with a hold rating and seven have given a buy rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $121.77.

PACCAR Stock Performance

Shares of NASDAQ PCAR opened at $106.89 on Friday. The stock has a 50 day moving average price of $107.16 and a 200 day moving average price of $105.91. PACCAR has a 52 week low of $90.04 and a 52 week high of $125.50. The company has a debt-to-equity ratio of 0.56, a quick ratio of 1.39 and a current ratio of 2.54. The stock has a market capitalization of $56.10 billion, a PE ratio of 13.51, a price-to-earnings-growth ratio of 2.77 and a beta of 0.91.

Hedge Funds Weigh In On PACCAR

Hedge funds have recently added to or reduced their stakes in the stock. Everence Capital Management Inc. bought a new position in PACCAR during the 4th quarter worth $1,984,000. Sanctuary Advisors LLC increased its stake in PACCAR by 24.3% during the 3rd quarter. Sanctuary Advisors LLC now owns 30,016 shares of the company’s stock worth $2,962,000 after acquiring an additional 5,871 shares during the period. Mengis Capital Management Inc. increased its stake in PACCAR by 2.9% during the 3rd quarter. Mengis Capital Management Inc. now owns 191,157 shares of the company’s stock worth $18,863,000 after acquiring an additional 5,433 shares during the period. Insight Wealth Strategies LLC increased its stake in PACCAR by 21.6% during the 4th quarter. Insight Wealth Strategies LLC now owns 39,041 shares of the company’s stock worth $4,061,000 after acquiring an additional 6,936 shares during the period. Finally, Fisher Asset Management LLC increased its stake in PACCAR by 1.8% during the 3rd quarter. Fisher Asset Management LLC now owns 5,180,925 shares of the company’s stock worth $511,254,000 after acquiring an additional 89,245 shares during the period. Institutional investors own 64.90% of the company’s stock.

Insider Buying and Selling

In related news, VP Todd R. Hubbard sold 2,000 shares of PACCAR 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 of the company’s stock, valued at approximately $612,129.15. This trade represents a 26.80 % decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CEO R Preston Feight sold 25,200 shares of PACCAR 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 directly owns 206,129 shares of the company’s stock, valued at approximately $22,876,196.42. The trade was a 10.89 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last ninety days, insiders sold 165,547 shares of company stock valued at $18,261,908. Insiders own 2.02% of the company’s stock.

PACCAR Increases Dividend

The company also recently declared a dividend, which was paid on Wednesday, January 8th. Investors of record on Friday, December 20th were issued a dividend of $3.00 per share. This is a boost from PACCAR’s previous dividend of $0.89. The ex-dividend date of this dividend was Friday, December 20th. PACCAR’s dividend payout ratio (DPR) is presently 16.69%.

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.