Zacks Research Forecasts PACCAR’s Q1 Earnings (NASDAQ:PCAR)

PACCAR Inc. (NASDAQ:PCAR) – Stock analysts at Zacks Research reduced their Q1 2026 earnings per share estimates for PACCAR in a report issued on Tuesday, February 10th. Zacks Research analyst Team now expects that the company will earn $1.15 per share for the quarter, down from their previous estimate of $1.32. Zacks Research has a “Hold” rating on the stock. The consensus estimate for PACCAR’s current full-year earnings is $7.57 per share. Zacks Research also issued estimates for PACCAR’s Q2 2026 earnings at $1.35 EPS, Q3 2026 earnings at $1.41 EPS, Q4 2026 earnings at $1.51 EPS, Q2 2027 earnings at $1.58 EPS, Q3 2027 earnings at $1.64 EPS, Q4 2027 earnings at $1.82 EPS and FY2027 earnings at $6.45 EPS.

Other equities analysts have also issued research reports about the stock. UBS Group set a $103.00 target price on shares of PACCAR and gave the stock a “neutral” rating in a research report on Wednesday, October 22nd. Wells Fargo & Company set a $119.00 price target on shares of PACCAR and gave the company an “equal weight” rating in a research note on Friday, January 23rd. Raymond James Financial reiterated a “market perform” rating on shares of PACCAR in a research note on Tuesday, October 21st. Morgan Stanley set a $109.00 target price on shares of PACCAR and gave the company an “equal weight” rating in a report on Tuesday, February 3rd. Finally, JPMorgan Chase & Co. raised their price target on PACCAR from $133.00 to $142.00 and gave the stock an “overweight” rating in a report on Wednesday, January 14th. One analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating and eleven have issued a Hold rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus price target of $116.50.

PACCAR Trading Down 0.1%

Shares of PCAR opened at $127.07 on Wednesday. PACCAR has a fifty-two week low of $84.65 and a fifty-two week high of $131.88. The business has a 50-day moving average of $117.01 and a 200 day moving average of $105.26. The firm has a market cap of $66.74 billion, a P/E ratio of 28.18, a price-to-earnings-growth ratio of 1.07 and a beta of 1.03. The company has a debt-to-equity ratio of 0.56, a quick ratio of 1.42 and a current ratio of 1.70.

PACCAR (NASDAQ:PCAR) last issued its earnings results on Tuesday, January 27th. The company reported $1.06 earnings per share (EPS) for the quarter, meeting the consensus estimate of $1.06. PACCAR had a return on equity of 13.97% and a net margin of 8.35%.The firm had revenue of $4.61 billion for the quarter, compared to analyst estimates of $6.06 billion. During the same period in the previous year, the company posted $1.66 earnings per share. The business’s revenue was down 15.1% on a year-over-year basis.

Institutional Investors Weigh In On PACCAR

Institutional investors have recently added to or reduced their stakes in the company. Brighton Jones LLC boosted its position in PACCAR by 0.3% during the 4th quarter. Brighton Jones LLC now owns 89,001 shares of the company’s stock valued at $9,258,000 after acquiring an additional 290 shares in the last quarter. Focus Partners Wealth grew its holdings in PACCAR by 15.4% in the first quarter. Focus Partners Wealth now owns 13,604 shares of the company’s stock worth $1,324,000 after purchasing an additional 1,812 shares during the period. Blair William & Co. IL increased its stake in shares of PACCAR by 6.1% during the second quarter. Blair William & Co. IL now owns 23,519 shares of the company’s stock valued at $2,236,000 after purchasing an additional 1,349 shares in the last quarter. Callan Family Office LLC lifted its holdings in shares of PACCAR by 96.1% during the second quarter. Callan Family Office LLC now owns 7,700 shares of the company’s stock valued at $732,000 after purchasing an additional 3,774 shares during the last quarter. Finally, Blue Trust Inc. boosted its position in shares of PACCAR by 33.5% in the 2nd quarter. Blue Trust Inc. now owns 1,322 shares of the company’s stock worth $126,000 after purchasing an additional 332 shares in the last quarter. Hedge funds and other institutional investors own 64.90% of the company’s stock.

Insiders Place Their Bets

In other PACCAR news, CFO Brice J. Poplawski sold 2,200 shares of the company’s stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $123.99, for a total transaction of $272,778.00. Following the completion of the sale, the chief financial officer directly owned 903 shares in the company, valued at $111,962.97. This represents a 70.90% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, VP Paulo Henrique Bolgar sold 12,183 shares of PACCAR stock in a transaction dated Friday, January 30th. The stock was sold at an average price of $122.43, for a total value of $1,491,564.69. Following the completion of the transaction, the vice president owned 6,274 shares in the company, valued at approximately $768,125.82. This represents a 66.01% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 130,905 shares of company stock valued at $16,582,144 over the last three months. 2.02% of the stock is currently owned by company insiders.

PACCAR Cuts Dividend

The firm also recently declared 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. The ex-dividend date of this dividend is Wednesday, February 11th. This represents a $1.32 annualized dividend and a yield of 1.0%. PACCAR’s payout ratio is currently 29.27%.

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.