AlphaQuest LLC Acquires 33,939 Shares of Oshkosh Corporation $OSK

AlphaQuest LLC boosted its holdings in shares of Oshkosh Corporation (NYSE:OSK) by 3,852.3% during the 3rd quarter, HoldingsChannel reports. The institutional investor owned 34,820 shares of the company’s stock after buying an additional 33,939 shares during the period. Oshkosh comprises about 0.3% of AlphaQuest LLC’s portfolio, making the stock its 21st biggest holding. AlphaQuest LLC’s holdings in Oshkosh were worth $4,516,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently made changes to their positions in the company. American Century Companies Inc. increased its holdings in shares of Oshkosh by 22.8% during the 2nd quarter. American Century Companies Inc. now owns 2,858,787 shares of the company’s stock valued at $324,587,000 after acquiring an additional 529,907 shares during the last quarter. LSV Asset Management boosted its position in Oshkosh by 8.0% during the second quarter. LSV Asset Management now owns 1,864,424 shares of the company’s stock worth $211,687,000 after purchasing an additional 137,818 shares during the period. AQR Capital Management LLC grew its holdings in Oshkosh by 25.4% during the second quarter. AQR Capital Management LLC now owns 1,709,338 shares of the company’s stock valued at $193,728,000 after purchasing an additional 345,782 shares during the last quarter. Bank of America Corp DE raised its position in shares of Oshkosh by 2.4% in the second quarter. Bank of America Corp DE now owns 1,090,142 shares of the company’s stock valued at $123,775,000 after purchasing an additional 25,125 shares during the period. Finally, Norges Bank bought a new stake in shares of Oshkosh during the 2nd quarter worth $98,570,000. Institutional investors and hedge funds own 92.36% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research analysts recently commented on OSK shares. Wall Street Zen upgraded shares of Oshkosh from a “hold” rating to a “buy” rating in a report on Sunday, January 18th. JPMorgan Chase & Co. lifted their price objective on Oshkosh from $132.00 to $145.00 and gave the stock a “neutral” rating in a research note on Wednesday, January 14th. Morgan Stanley boosted their price objective on Oshkosh from $147.00 to $155.00 and gave the stock an “equal weight” rating in a research report on Friday, January 23rd. Barclays started coverage on Oshkosh in a report on Tuesday, November 25th. They issued an “overweight” rating and a $150.00 target price on the stock. Finally, Sanford C. Bernstein lifted their price target on Oshkosh from $132.00 to $140.00 and gave the stock a “market perform” rating in a research report on Friday, December 19th. Thirteen equities research analysts have rated the stock with a Buy rating, four have given a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $153.31.

Oshkosh News Roundup

Here are the key news stories impacting Oshkosh this week:

• Positive Sentiment: Revenue beat — Oshkosh reported $2.69B in Q4 sales versus consensus near $2.60B, showing stronger-than-expected demand in the quarter. Oshkosh beats revenue expectations, misses on earnings in fourth quarter
• Positive Sentiment: Analyst optimism — at least one analyst said they’re more positive on Oshkosh for 2026 and raised a price target, signaling some buy-side confidence in the company’s outlook beyond the near-term miss. Oshkosh: I’m More Positive In 2026 Than 2025, Raising My Price Target
• Neutral Sentiment: Earnings call / management commentary available — the company hosted its Q4 earnings call and released slides; investors should review management’s comments on margins, backlog and 2026 assumptions to judge whether this is a temporary EPS drag. Oshkosh Corp (OSK) Q4 2025 Earnings Call Highlights: Strong Financial Performance Amid Market …
• Neutral Sentiment: Full-quarter details and transcript — full results and the earnings transcript are posted for deeper read on segment performance and cost drivers. Oshkosh Corporation (OSK) Q4 2025 Earnings Call Transcript
• Negative Sentiment: EPS miss — EPS came in at $2.26 vs. consensus ~$2.33 and below the prior-year quarter ($2.58), which is the main driver of the stock pullback as margins and profitability disappointed. Oshkosh (OSK) Q4 Earnings Miss Estimates
• Negative Sentiment: Market reaction — coverage noted that shares are sliding on the mixed print, with higher intraday volume as investors digest the miss and await forward guidance clarity. Why Oshkosh (OSK) shares are sliding today
• Positive Sentiment: Short-interest declined sharply in January (down ~34%), which reduces a near-term short-squeeze risk and may support upside if sentiment improves. MarketBeat OSK profile and short-interest data

Oshkosh Price Performance

NYSE:OSK opened at $145.53 on Friday. The company has a 50-day moving average of $136.53 and a 200-day moving average of $133.48. The company has a market capitalization of $9.20 billion, a price-to-earnings ratio of 14.20, a PEG ratio of 1.97 and a beta of 1.41. Oshkosh Corporation has a 52 week low of $76.82 and a 52 week high of $158.53. The company has a debt-to-equity ratio of 0.24, a quick ratio of 0.99 and a current ratio of 1.98.

Oshkosh (NYSE:OSK) last posted its quarterly earnings results on Thursday, January 29th. The company reported $2.26 earnings per share (EPS) for the quarter, missing the consensus estimate of $2.33 by ($0.07). The business had revenue of $2.69 billion during the quarter, compared to analyst estimates of $2.60 billion. Oshkosh had a return on equity of 16.60% and a net margin of 6.43%. As a group, equities research analysts anticipate that Oshkosh Corporation will post 10.96 earnings per share for the current fiscal year.

Oshkosh Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, March 3rd. Investors of record on Tuesday, February 17th will be given a dividend of $0.57 per share. This is a boost from Oshkosh’s previous quarterly dividend of $0.51. The ex-dividend date is Tuesday, February 17th. This represents a $2.28 annualized dividend and a dividend yield of 1.6%. Oshkosh’s dividend payout ratio is 19.90%.

Oshkosh Company 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.