Zacks Research Brokers Boost Earnings Estimates for PACCAR

PACCAR Inc (NASDAQ:PCAR) – Investment analysts at Zacks Research lifted their Q3 2025 earnings per share (EPS) estimates for shares of PACCAR in a research report issued to clients and investors on Thursday, March 6th. Zacks Research analyst R. Singhi now expects that the company will post earnings per share of $2.02 for the quarter, up from their previous 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 issued its quarterly earnings data on Tuesday, January 28th. The company reported $1.66 earnings per share 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 equities research analysts have also issued research reports about the company. Bank of America upgraded PACCAR from a “neutral” rating to a “buy” rating and boosted their price objective for the stock from $116.00 to $121.50 in a research report on Tuesday, January 14th. Evercore ISI reduced their price objective on PACCAR from $129.00 to $127.00 and set an “outperform” rating on the stock in a research report on Wednesday, February 19th. Truist Financial lifted their target price on PACCAR from $112.00 to $113.00 and gave the stock a “hold” rating in a report on Wednesday, January 29th. Citigroup cut their target price on PACCAR from $125.00 to $115.00 and set a “neutral” rating on the stock in a report on Tuesday, January 14th. Finally, Jefferies Financial Group downgraded PACCAR from a “buy” rating to a “hold” rating and set a $120.00 target price on the stock. in a report on Friday, December 6th. Seven analysts have rated the stock with a hold rating and seven have issued a buy rating to the stock. Based on data from MarketBeat.com, PACCAR presently has an average rating of “Moderate Buy” and an average price target of $121.77.

PACCAR Trading Up 3.8 %

Shares of PCAR stock opened at $106.89 on Friday. The firm has a market capitalization of $56.10 billion, a P/E ratio of 13.51, a P/E/G ratio of 2.77 and a beta of 0.91. PACCAR has a twelve month low of $90.04 and a twelve month high of $125.50. The company has a quick ratio of 1.39, a current ratio of 2.54 and a debt-to-equity ratio of 0.56. The stock’s fifty day simple moving average is $107.16 and its 200 day simple moving average is $105.91.

PACCAR Increases Dividend

The firm also recently disclosed a dividend, which was paid on Wednesday, January 8th. Stockholders of record on Friday, December 20th were paid a $3.00 dividend. This is an increase from PACCAR’s previous dividend of $0.89. The ex-dividend date was Friday, December 20th. PACCAR’s payout ratio is currently 16.69%.

Insider Activity

In related news, VP Todd R. Hubbard sold 2,000 shares of the business’s stock in a transaction dated Friday, January 31st. The stock was sold at an average price of $112.05, for a total value 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 $612,129.15. The trade was a 26.80 % decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, CEO R Preston Feight sold 25,200 shares of the business’s stock in a transaction dated Friday, January 31st. The shares were sold at an average price of $110.98, for a total value of $2,796,696.00. Following the completion of the sale, the chief executive officer now directly owns 206,129 shares of the company’s stock, valued at $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. Insiders have sold 165,547 shares of company stock valued at $18,261,908 in the last ninety days. 2.02% of the stock is owned by company insiders.

Institutional Trading of PACCAR

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Wellington Management Group LLP increased its position in PACCAR by 25.0% in the 4th quarter. Wellington Management Group LLP now owns 16,798,765 shares of the company’s stock valued at $1,747,408,000 after buying an additional 3,364,650 shares in the last quarter. Geode Capital Management LLC increased its holdings in PACCAR by 3.1% during the 4th quarter. Geode Capital Management LLC now owns 12,242,288 shares of the company’s stock worth $1,275,269,000 after purchasing an additional 362,637 shares in the last quarter. Massachusetts Financial Services Co. MA increased its holdings in PACCAR by 5.6% during the 4th quarter. Massachusetts Financial Services Co. MA now owns 10,767,134 shares of the company’s stock worth $1,119,997,000 after purchasing an additional 572,231 shares in the last quarter. FMR LLC increased its holdings in PACCAR by 1.9% during the 4th quarter. FMR LLC now owns 8,791,660 shares of the company’s stock worth $914,509,000 after purchasing an additional 167,165 shares in the last quarter. Finally, Northern Trust Corp increased its holdings in PACCAR by 8.5% during the 4th quarter. Northern Trust Corp now owns 7,202,358 shares of the company’s stock worth $749,189,000 after purchasing an additional 565,967 shares in the last quarter. 64.90% of the stock is owned by institutional investors.

PACCAR Company Profile

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.