Oshkosh Corporation $OSK Shares Sold by Greenhaven Associates Inc.

Greenhaven Associates Inc. cut its holdings in Oshkosh Corporation (NYSE:OSK) by 1.1% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,526,606 shares of the company’s stock after selling 27,800 shares during the period. Oshkosh makes up 5.0% of Greenhaven Associates Inc.’s investment portfolio, making the stock its 6th biggest holding. Greenhaven Associates Inc.’s holdings in Oshkosh were worth $327,701,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of OSK. American Century Companies Inc. boosted its stake 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 worth $324,587,000 after acquiring an additional 529,907 shares in 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 boosted its position in Oshkosh by 25.4% during the second quarter. AQR Capital Management LLC now owns 1,709,338 shares of the company’s stock worth $193,728,000 after purchasing an additional 345,782 shares during the period. Bank of America Corp DE grew its holdings in Oshkosh by 2.4% during 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 last quarter. Finally, Norges Bank bought a new position in shares of Oshkosh in the second quarter valued at approximately $98,570,000. 92.36% of the stock is currently owned by institutional investors.

Oshkosh Trading Down 1.0%

Shares of OSK opened at $143.86 on Friday. The stock’s 50-day moving average price is $136.94 and its 200 day moving average price is $133.70. The company has a quick ratio of 0.99, a current ratio of 1.94 and a debt-to-equity ratio of 0.24. The firm has a market capitalization of $9.10 billion, a price-to-earnings ratio of 14.36, a P/E/G ratio of 1.96 and a beta of 1.41. Oshkosh Corporation has a 12-month low of $76.82 and a 12-month high of $158.53.

Oshkosh (NYSE:OSK) last announced its quarterly earnings data on Thursday, January 29th. The company reported $2.26 earnings per share for the quarter, missing the consensus estimate of $2.33 by ($0.07). The firm had revenue of $2.69 billion for the quarter, compared to analyst estimates of $2.60 billion. Oshkosh had a return on equity of 15.69% and a net margin of 6.21%.Oshkosh’s revenue for the quarter was up 3.5% compared to the same quarter last year. During the same period in the previous year, the business posted $2.58 EPS. As a group, research analysts predict that Oshkosh Corporation will post 10.96 earnings per share for the current year.

Oshkosh Increases Dividend

The firm 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 $0.57 dividend. The ex-dividend date is Tuesday, February 17th. This represents a $2.28 dividend on an annualized basis and a dividend yield of 1.6%. This is a positive change from Oshkosh’s previous quarterly dividend of $0.51. Oshkosh’s dividend payout ratio is currently 20.36%.

Key Oshkosh News

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.

Analyst Upgrades and Downgrades

OSK has been the subject of several recent analyst reports. Barclays started coverage on shares of Oshkosh in a report on Tuesday, November 25th. They set an “overweight” rating and a $150.00 price objective for the company. KeyCorp restated an “overweight” rating on shares of Oshkosh in a report on Thursday, December 18th. Wall Street Zen downgraded Oshkosh from a “buy” rating to a “hold” rating in a research report on Saturday. Sanford C. Bernstein lifted their price objective on Oshkosh from $132.00 to $140.00 and gave the stock a “market perform” rating in a research note on Friday, December 19th. Finally, Robert W. Baird set a $182.00 price objective on Oshkosh in a research report on Friday. Twelve analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $157.07.

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.