Aristotle Capital Management LLC Has $736.29 Million Holdings in Oshkosh Corporation $OSK

Aristotle Capital Management LLC lowered its holdings in Oshkosh Corporation (NYSE:OSK) by 7.1% during the first quarter, Holdings Channel.com reports. The firm owned 5,001,541 shares of the company’s stock after selling 384,449 shares during the period. Aristotle Capital Management LLC owned 0.08% of Oshkosh worth $736,288,000 at the end of the most recent reporting period.

Other large investors also recently made changes to their positions in the company. Tower View Wealth Management LLC acquired a new stake in shares of Oshkosh in the first quarter valued at $29,000. Torren Management LLC acquired a new stake in shares of Oshkosh in the fourth quarter valued at approximately $30,000. V Square Quantitative Management LLC bought a new position in Oshkosh in the 4th quarter worth approximately $44,000. Whittier Trust Co. raised its position in Oshkosh by 33.7% in the 1st quarter. Whittier Trust Co. now owns 373 shares of the company’s stock worth $55,000 after purchasing an additional 94 shares during the last quarter. Finally, Lodestone Wealth Management LLC acquired a new position in Oshkosh during the 4th quarter worth $47,000. Institutional investors own 92.36% of the company’s stock.

Insider Activity at Oshkosh

In other news, Director Duncan Palmer sold 505 shares of the company’s stock in a transaction that occurred on Tuesday, May 12th. The stock was sold at an average price of $133.86, for a total transaction of $67,599.30. Following the sale, the director owned 39,684 shares in the company, valued at $5,312,100.24. This represents a 1.26% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.64% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on OSK shares. Citigroup cut Oshkosh from a “buy” rating to a “neutral” rating and lowered their target price for the company from $180.00 to $170.00 in a research note on Monday, April 13th. Weiss Ratings upgraded Oshkosh from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, July 13th. Wall Street Zen lowered Oshkosh from a “buy” rating to a “hold” rating in a research report on Saturday, May 16th. JPMorgan Chase & Co. cut their target price on shares of Oshkosh from $158.00 to $145.00 and set a “neutral” rating on the stock in a research report on Monday, May 11th. Finally, Morgan Stanley cut their price objective on shares of Oshkosh from $157.00 to $150.00 and set an “equal weight” rating on the stock in a report on Tuesday, May 12th. Eleven equities research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $168.60.

Oshkosh Price Performance

NYSE OSK opened at $154.97 on Friday. The business has a 50 day simple moving average of $138.63 and a 200 day simple moving average of $148.00. Oshkosh Corporation has a 52-week low of $116.77 and a 52-week high of $180.49. The company has a debt-to-equity ratio of 0.13, a quick ratio of 0.83 and a current ratio of 1.63. The stock has a market cap of $9.66 billion, a price-to-earnings ratio of 17.26, a PEG ratio of 0.75 and a beta of 1.23.

Oshkosh (NYSE:OSK) last issued its quarterly earnings data on Friday, May 8th. The company reported $0.85 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.04 by ($0.19). The company had revenue of $2.32 billion for the quarter, compared to the consensus estimate of $2.29 billion. Oshkosh had a return on equity of 13.90% and a net margin of 5.54%.The firm’s revenue was up .2% on a year-over-year basis. During the same period in the prior year, the company earned $1.92 EPS. Oshkosh has set its FY 2026 guidance at 11.500-11.500 EPS. Analysts anticipate that Oshkosh Corporation will post 10.87 earnings per share for the current fiscal year.

Oshkosh Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, June 9th. Stockholders of record on Tuesday, May 26th were paid a dividend of $0.57 per share. This represents a $2.28 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date was Tuesday, May 26th. Oshkosh’s dividend payout ratio is currently 25.39%.

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.