Brice Poplawski Sells 2,200 Shares of PACCAR (NASDAQ:PCAR) Stock

PACCAR Inc. (NASDAQ:PCAR) CFO Brice Poplawski sold 2,200 shares of the company’s stock in a transaction that occurred on Thursday, February 12th. The shares were sold at an average price of $130.41, for a total value of $286,902.00. Following the completion of the sale, the chief financial officer owned 903 shares in the company, valued at $117,760.23. The trade was a 70.90% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink.

PACCAR Stock Up 1.7%

PACCAR stock opened at $127.00 on Friday. The firm has a market cap of $66.70 billion, a price-to-earnings ratio of 28.16, a PEG ratio of 1.05 and a beta of 1.03. PACCAR Inc. has a 52-week low of $84.65 and a 52-week high of $131.88. The company has a debt-to-equity ratio of 0.56, a quick ratio of 1.42 and a current ratio of 1.70. The firm has a 50 day moving average price of $118.09 and a two-hundred day moving average price of $105.75.

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

PACCAR Cuts Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, March 4th. Shareholders of record on Wednesday, February 11th will be issued a dividend of $0.33 per share. This represents a $1.32 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date is Wednesday, February 11th. PACCAR’s dividend payout ratio (DPR) is presently 29.27%.

Institutional Trading of PACCAR

Hedge funds have recently bought and sold shares of the business. Brighton Jones LLC grew its holdings in shares of PACCAR by 0.3% during the fourth quarter. Brighton Jones LLC now owns 89,001 shares of the company’s stock valued at $9,258,000 after buying an additional 290 shares during the last quarter. Focus Partners Wealth lifted its position in PACCAR by 15.4% in the 1st quarter. Focus Partners Wealth now owns 13,604 shares of the company’s stock valued at $1,324,000 after acquiring an additional 1,812 shares in the last quarter. Blair William & Co. IL boosted its stake in PACCAR by 6.1% during the 2nd quarter. Blair William & Co. IL now owns 23,519 shares of the company’s stock valued at $2,236,000 after purchasing an additional 1,349 shares during the last quarter. Blue Trust Inc. increased its holdings in PACCAR by 33.5% during the 2nd quarter. Blue Trust Inc. now owns 1,322 shares of the company’s stock worth $126,000 after purchasing an additional 332 shares in the last quarter. Finally, Hazlett Burt & Watson Inc. raised its stake in shares of PACCAR by 53.8% in the second quarter. Hazlett Burt & Watson Inc. now owns 286 shares of the company’s stock worth $28,000 after purchasing an additional 100 shares during the last quarter. Institutional investors and hedge funds own 64.90% of the company’s stock.

More PACCAR News

Here are the key news stories impacting PACCAR this week:

• Positive Sentiment: Bank of America’s bullish stance (buy) on PCAR provides institutional validation that may support the rally and investor appetite. Paccar (PCAR) Receives a Buy from Bank of America Securities
• Positive Sentiment: Zacks has raised some mid‑to‑late 2026/2027 quarterly EPS forecasts (improving forward visibility for later periods), which offsets some near‑term softness and supports longer‑range earnings models. Zacks research / Marketbeat summary
• Neutral Sentiment: PACCAR’s recent investor materials and dividend confirmation (quarterly dividend $0.33, ex‑dividend Feb 11) give modelable cash‑return data but are not an immediate catalyst. MarketBeat PCAR profile
• Neutral Sentiment: Roundups and watchlist coverage (e.g., Yahoo Finance / MarketWatch) note PCAR’s mixed positioning within the Nasdaq‑100 — useful context for relative performance but not a direct company catalyst. Yahoo Finance watchlist MarketWatch: underperforms vs peers
• Negative Sentiment: PACCAR’s last quarter showed an EPS beat but a large revenue miss — revenue down ~15% y/y — which signals demand weakness and tighter near‑term margins. That revenue shortfall is a likely driver of cautious near‑term positioning. MarketBeat earnings summary
• Negative Sentiment: Zacks cut near‑term estimates — Q1 2027 EPS lowered to $1.41 (from $1.55) and FY2026 trimmed to $5.42 — signaling nearer‑term earnings pressure that can weigh on the stock. Zacks Research Estimates PACCAR’s Q1 Earnings
• Negative Sentiment: Insider selling: CFO Brice Poplawski sold 2,200 shares (~$286,900) and reduced his holding by ~70.9%. High‑profile insider sales can spook investors even if for personal reasons. SEC filing / coverage: InsiderTrades coverage SEC filing

Analysts Set New Price Targets

Several equities research analysts recently commented on the company. Zacks Research upgraded PACCAR from a “strong sell” rating to a “hold” rating in a research report on Monday, December 8th. Morgan Stanley set a $109.00 price target on PACCAR and gave the company an “equal weight” rating in a research note on Tuesday, February 3rd. UBS Group set a $103.00 price target on PACCAR and gave the stock a “neutral” rating in a report on Wednesday, October 22nd. Raymond James Financial reaffirmed a “market perform” rating on shares of PACCAR in a research report on Tuesday, October 21st. Finally, Truist Financial boosted their target price on shares of PACCAR from $108.00 to $120.00 and gave the company a “hold” rating in a research report on Wednesday, January 28th. One equities research analyst has rated the stock with a Strong Buy rating, five have given a Buy rating and eleven have given a Hold rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and an average price target of $116.50.

PACCAR Company Profile

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.