Mitsubishi UFJ Trust & Banking Corp Boosts Stock Position in Oshkosh Corporation $OSK

Mitsubishi UFJ Trust & Banking Corp raised its position in shares of Oshkosh Corporation (NYSE:OSK) by 729.3% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 15,574 shares of the company’s stock after buying an additional 13,696 shares during the quarter. Mitsubishi UFJ Trust & Banking Corp’s holdings in Oshkosh were worth $2,020,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of OSK. American Century Companies Inc. lifted its position in Oshkosh by 22.8% during the second 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 increased its position in shares of 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 in the last quarter. AQR Capital Management LLC lifted its holdings in shares of Oshkosh by 25.4% during the 2nd 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 boosted its position in shares of Oshkosh by 2.4% in the 2nd quarter. Bank of America Corp DE now owns 1,090,142 shares of the company’s stock worth $123,775,000 after purchasing an additional 25,125 shares in the last quarter. Finally, Norges Bank purchased a new position in Oshkosh during the 2nd quarter worth $98,570,000. Hedge funds and other institutional investors own 92.36% of the company’s stock.

Analysts Set New Price Targets

OSK has been the subject of a number of research analyst reports. JPMorgan Chase & Co. increased their price target on Oshkosh from $145.00 to $155.00 and gave the company a “neutral” rating in a research note on Friday. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Oshkosh in a research report on Thursday, January 22nd. Argus dropped their target price on shares of Oshkosh from $175.00 to $160.00 and set a “buy” rating on the stock in a research report on Wednesday, December 10th. UBS Group restated a “buy” rating and set a $167.00 price target on shares of Oshkosh in a research note on Friday. Finally, Robert W. Baird set a $182.00 price objective on shares of Oshkosh in a research note on Friday. Twelve research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $157.07.

Oshkosh Price Performance

Shares of OSK opened at $143.86 on Friday. The business’s 50-day moving average is $136.94 and its two-hundred day moving average is $133.62. The company has a market capitalization of $9.10 billion, a P/E ratio of 14.36, a P/E/G ratio of 1.96 and a beta of 1.41. Oshkosh Corporation has a fifty-two week low of $76.82 and a fifty-two 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 1.94.

Oshkosh (NYSE:OSK) last issued its quarterly earnings data 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 company had revenue of $2.69 billion during the quarter, compared to analyst estimates of $2.60 billion. Oshkosh had a net margin of 6.21% and a return on equity of 15.69%. The business’s quarterly revenue was up 3.5% compared to the same quarter last year. During the same period last year, the firm earned $2.58 EPS. Research analysts predict that Oshkosh Corporation will post 10.96 earnings per share for the current year.

Oshkosh Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 3rd. Stockholders of record on Tuesday, February 17th will be paid a dividend of $0.57 per share. This represents a $2.28 dividend on an annualized basis and a dividend yield of 1.6%. The ex-dividend date of this dividend is Tuesday, February 17th. This is a positive change from Oshkosh’s previous quarterly dividend of $0.51. Oshkosh’s dividend payout ratio is 20.36%.

Oshkosh News Summary

Here are the key news stories impacting Oshkosh this week:

• Positive Sentiment: Board raised the quarterly dividend to $0.57 (11.8% increase); ex-dividend Feb 17 — supports income-focused holders and signals confidence in cash flow.
• Positive Sentiment: JPMorgan raised its price target from $145 to $155 (maintaining a “neutral” rating), implying upside vs. the current price and providing some analyst support for the stock. Benzinga
• Neutral Sentiment: Q4 revenue grew 3.5% Y/Y to $2.69B and topped estimates — demand across key segments remained intact, which helps near-term top-line outlook. Zacks: Q4 Revenues Increase
• Neutral Sentiment: Company released earnings materials and the full earnings-call transcript and slides — useful for digging into segment-level trends, margin drivers and backlog commentary. MarketBeat: Conference Call & Slides
• Negative Sentiment: Oshkosh reported Q4 EPS of $2.26, missing consensus of $2.33 and down from $2.58 a year ago — the earnings shortfall is weighing on near-term sentiment and valuation multiples. Zacks: Q4 Earnings Miss
• Negative Sentiment: FY2026 EPS guidance of $11.50 (midpoint) was well below the Street (~$12.32), creating the biggest near-term negative catalyst as it lowers consensus expectations despite revenue guidance roughly in line with estimates.

Oshkosh 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.