AE Wealth Management LLC Boosts Position in PACCAR Inc. $PCAR

AE Wealth Management LLC boosted its position in shares of PACCAR Inc. (NASDAQ:PCAR) by 29.1% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 39,594 shares of the company’s stock after acquiring an additional 8,932 shares during the period. AE Wealth Management LLC’s holdings in PACCAR were worth $3,893,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in PCAR. Brighton Jones LLC increased its holdings in shares of PACCAR by 0.3% in the 4th quarter. Brighton Jones LLC now owns 89,001 shares of the company’s stock worth $9,258,000 after buying an additional 290 shares during the last quarter. Focus Partners Wealth grew its stake in shares of PACCAR by 15.4% during the first quarter. Focus Partners Wealth now owns 13,604 shares of the company’s stock valued at $1,324,000 after buying an additional 1,812 shares during the last quarter. Mirae Asset Global Investments Co. Ltd. grew its position in PACCAR by 5.5% during the 2nd quarter. Mirae Asset Global Investments Co. Ltd. now owns 191,893 shares of the company’s stock worth $18,241,000 after acquiring an additional 9,941 shares during the last quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management grew its holdings in shares of PACCAR by 58.6% in the second quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 13,344 shares of the company’s stock worth $1,268,000 after purchasing an additional 4,928 shares during the last quarter. Finally, Ameritas Advisory Services LLC bought a new stake in PACCAR in the 2nd quarter worth $71,000. 64.90% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

Several equities research analysts recently weighed in on PCAR shares. Wall Street Zen raised PACCAR from a “sell” rating to a “hold” rating in a research note on Saturday. JPMorgan Chase & Co. lifted their target price on PACCAR from $133.00 to $142.00 and gave the company an “overweight” rating in a research note on Wednesday, January 14th. Wells Fargo & Company set a $119.00 price target on PACCAR and gave the stock an “equal weight” rating in a research report on Friday, January 23rd. Raymond James Financial reaffirmed a “market perform” rating on shares of PACCAR in a research note on Tuesday, October 21st. Finally, Truist Financial increased their target price on PACCAR from $108.00 to $120.00 and gave the company a “hold” rating in a research report on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, five have given a Buy rating and eleven have issued a Hold rating to the company’s stock. According to MarketBeat, PACCAR currently has a consensus rating of “Hold” and a consensus price target of $115.92.

PACCAR Price Performance

PACCAR stock opened at $122.91 on Friday. The company has a fifty day simple moving average of $113.86 and a 200-day simple moving average of $103.75. The stock has a market cap of $64.55 billion, a P/E ratio of 27.25, a price-to-earnings-growth ratio of 0.99 and a beta of 1.01. PACCAR Inc. has a 12-month low of $84.65 and a 12-month high of $125.36. The company has a current ratio of 1.70, a quick ratio of 2.91 and a debt-to-equity ratio of 0.56.

PACCAR (NASDAQ:PCAR) last posted its earnings results on Tuesday, January 27th. The company reported $1.06 EPS for the quarter, meeting analysts’ consensus estimates of $1.06. The firm had revenue of $4.61 billion for the quarter, compared to the consensus estimate of $6.06 billion. PACCAR had a net margin of 8.35% and a return on equity of 13.97%. The company’s revenue was down 15.1% on a year-over-year basis. During the same period last year, the firm posted $1.66 EPS. Equities analysts expect that PACCAR Inc. will post 7.57 EPS for the current fiscal year.

PACCAR Cuts Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, March 4th. Stockholders of record on Wednesday, February 11th will be issued a $0.33 dividend. The ex-dividend date of this dividend is Wednesday, February 11th. This represents a $1.32 annualized dividend and a dividend yield of 1.1%. PACCAR’s payout ratio is presently 29.27%.

Key PACCAR News

Here are the key news stories impacting PACCAR this week:

• Positive Sentiment: Truist analyst says PCAR stock price is expected to rise, providing short‑term bullish analyst support that can help underpin the share price. PACCAR (NASDAQ:PCAR) Stock Price Expected to Rise, Truist Financial Analyst Says
• Positive Sentiment: PACCAR hit a new 1‑year high after an analyst upgrade — momentum from upgrades and fresh price targets can attract buyers and support near‑term strength. PACCAR (NASDAQ:PCAR) Reaches New 1-Year High Following Analyst Upgrade
• Positive Sentiment: Zacks highlights PCAR as a strong momentum stock based on style scores, which can draw momentum/institutional flows. Here’s Why Paccar (PCAR) is a Strong Momentum Stock
• Neutral Sentiment: PACCAR’s strategic push into autonomous and zero‑emission trucks under upcoming 2027 EPA rules is a long‑term growth catalyst but will require capital and time to materially boost results. PACCAR Targets Autonomous And Zero Emission Growth Under 2027 EPA Rules
• Neutral Sentiment: Analyst coverage is mixed across the broker community (Benzinga / Globe & Mail summaries), signaling divergent views that can keep volatility elevated. Expert Outlook: PACCAR Through The Eyes… Analysts Have Conflicting Sentiments on These Industrial Goods Companies
• Neutral Sentiment: Citigroup raised its price target to $125 but kept a neutral rating — a modest upside signal but not a clear buy endorsement. Citigroup PT raise (Benzinga)
• Neutral Sentiment: Comparisons and valuation pieces (Zacks/Ford vs PCAR) give alternative views for value investors but don’t change near‑term fundamentals. F or PCAR: Which Is the Better Value Stock Right Now?
• Neutral Sentiment: Seeking Alpha published the Q4 results and presentation — useful detail for investors but largely reiterates the company’s reported numbers. PACCAR Inc 2025 Q4 – Results – Earnings Call Presentation
• Negative Sentiment: Softer Q4 results and the exit of an EVP are weighing on sentiment: Q4 EPS met estimates ($1.06) but revenue missed badly (down ~15% YoY and well below consensus), and leadership turnover raises near‑term execution risk — primary reason for downward pressure. Will Softer Q4 Results and EVP Exit Change PACCAR’s (PCAR) Record-Profit, EV-Truck Narrative?

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.