Johnson Financial Group Inc. Purchases Shares of 4,339 PACCAR Inc. $PCAR

Johnson Financial Group Inc. purchased a new stake in PACCAR Inc. (NASDAQ:PCAR) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 4,339 shares of the company’s stock, valued at approximately $521,000.

Other hedge funds also recently made changes to their positions in the company. Paladin Partners LLC acquired a new stake in PACCAR during the 2nd quarter valued at approximately $27,000. Ares Financial Consulting LLC acquired a new position in shares of PACCAR in the 4th quarter worth approximately $27,000. Steph & Co. acquired a new position in shares of PACCAR in the 1st quarter worth approximately $29,000. MCF Advisors LLC boosted its stake in shares of PACCAR by 57.5% in the 4th quarter. MCF Advisors LLC now owns 252 shares of the company’s stock valued at $28,000 after purchasing an additional 92 shares during the last quarter. Finally, Elyxium Wealth LLC bought a new stake in shares of PACCAR in the 4th quarter valued at $30,000. 64.90% of the stock is currently owned by institutional investors.

PACCAR News Roundup

Here are the key news stories impacting PACCAR this week:

• Positive Sentiment: Zacks Research raised earnings estimates across multiple periods. The firm lifted its 2026 EPS forecast to $5.66 from $5.34, 2027 EPS to $6.82 from $6.30, and 2028 EPS to $7.55 from $7.24. Quarterly estimates were also increased, including Q3 2026 to $1.53, Q4 2026 to $1.55, Q1 2027 to $1.51, Q2 2027 to $1.67, Q3 2027 to $1.78, Q4 2027 to $1.86, and Q1 and Q2 2028 to $1.66 and $1.86, respectively. These revisions indicate improving expectations for PACCAR’s earnings trajectory. PACCAR analyst estimate revisions
• Neutral Sentiment: The improved forecasts do not represent a change in PACCAR’s official outlook. The current-year consensus EPS estimate remains $5.85, above Zacks Research’s $5.66 forecast, so the revisions are supportive but do not necessarily signal an immediate earnings beat or a new fundamental development.
• Negative Sentiment: PCAR’s valuation leaves less room for disappointment: the stock trades at roughly 26.9 times earnings and remains near its 52-week high. With no new orders, guidance increase, or operating update in these reports, investors may be taking profits or waiting for additional evidence that the projected earnings growth will materialize.

PACCAR Trading Down 0.4%

PCAR opened at $127.47 on Thursday. The company has a fifty day moving average price of $126.00 and a two-hundred day moving average price of $121.79. PACCAR Inc. has a 1-year low of $92.25 and a 1-year high of $139.24. The company has a market cap of $67.10 billion, a P/E ratio of 26.78, a price-to-earnings-growth ratio of 1.01 and a beta of 0.97. The company has a current ratio of 3.12, a quick ratio of 2.90 and a debt-to-equity ratio of 0.49.

PACCAR (NASDAQ:PCAR) last released its quarterly earnings data on Tuesday, July 28th. The company reported $1.43 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.36 by $0.07. The company had revenue of $7.55 billion for the quarter, compared to analysts’ expectations of $7.05 billion. PACCAR had a net margin of 9.00% and a return on equity of 12.73%. The business’s revenue was up .5% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.37 EPS. Analysts predict that PACCAR Inc. will post 5.89 EPS for the current fiscal year.

PACCAR Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, September 2nd. Stockholders of record on Wednesday, August 12th will be given a dividend of $0.35 per share. This represents a $1.40 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date of this dividend is Wednesday, August 12th. PACCAR’s dividend payout ratio is presently 29.41%.

Insider Buying and Selling at PACCAR

In other PACCAR news, VP Paulo Henrique Bolgar sold 2,897 shares of the firm’s stock in a transaction on Friday, July 31st. The shares were sold at an average price of $133.90, for a total value of $387,908.30. Following the transaction, the vice president directly owned 3,831 shares of the company’s stock, valued at approximately $512,970.90. This trade represents a 43.06% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, VP William Lance Walters sold 1,000 shares of the firm’s stock in a transaction dated Friday, July 31st. The shares were sold at an average price of $133.50, for a total transaction of $133,500.00. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 56,842 shares of company stock worth $7,565,677. Corporate insiders own 1.99% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms have recently weighed in on PCAR. Sanford C. Bernstein reissued an “outperform” rating and set a $148.00 target price on shares of PACCAR in a research note on Wednesday, July 29th. JPMorgan Chase & Co. upped their price target on shares of PACCAR from $155.00 to $164.00 and gave the company an “overweight” rating in a research report on Wednesday, July 29th. Weiss Ratings reiterated a “hold (c+)” rating on shares of PACCAR in a report on Tuesday. Citigroup lifted their price objective on PACCAR from $125.00 to $140.00 and gave the stock a “neutral” rating in a research report on Thursday, July 30th. Finally, Morgan Stanley set a $119.00 target price on PACCAR in a research report on Wednesday, July 29th. Two investment analysts have rated the stock with a Buy rating and eleven have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, PACCAR currently has a consensus rating of “Hold” and a consensus price target of $131.70.

About PACCAR

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.