Research Analysts Set Expectations for PACCAR Q2 Earnings

PACCAR Inc (NASDAQ:PCAR) – Equities research analysts at Zacks Research dropped their Q2 2025 earnings estimates for PACCAR in a report issued on Tuesday, May 13th. Zacks Research analyst R. Singhi now anticipates that the company will post earnings of $1.24 per share for the quarter, down from their previous estimate of $1.91. The consensus estimate for PACCAR’s current full-year earnings is $7.57 per share. Zacks Research also issued estimates for PACCAR’s Q3 2025 earnings at $1.31 EPS, Q4 2025 earnings at $1.32 EPS, FY2025 earnings at $5.33 EPS, Q1 2026 earnings at $1.49 EPS, Q2 2026 earnings at $1.43 EPS, Q3 2026 earnings at $1.56 EPS, Q4 2026 earnings at $1.52 EPS, FY2026 earnings at $6.00 EPS and FY2027 earnings at $5.76 EPS.

PACCAR (NASDAQ:PCAR) last announced its quarterly earnings results on Tuesday, April 29th. The company reported $1.46 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.58 by ($0.12). The firm had revenue of $6.91 billion during the quarter, compared to the consensus estimate of $7.13 billion. PACCAR had a return on equity of 23.53% and a net margin of 12.36%. The firm’s revenue was down 16.0% on a year-over-year basis. During the same quarter in the previous year, the company posted $2.27 EPS.

PCAR has been the topic of a number of other reports. Royal Bank of Canada dropped their price objective on shares of PACCAR from $106.00 to $97.00 and set a “sector perform” rating on the stock in a research note on Thursday, May 8th. Evercore ISI dropped their price target on shares of PACCAR from $129.00 to $127.00 and set an “outperform” rating on the stock in a research report on Wednesday, February 19th. Melius Research set a $120.00 price objective on PACCAR in a report on Tuesday, March 18th. JPMorgan Chase & Co. lowered PACCAR from an “overweight” rating to a “neutral” rating and dropped their target price for the company from $105.00 to $90.00 in a report on Wednesday, April 30th. Finally, StockNews.com upgraded PACCAR from a “sell” rating to a “hold” rating in a report on Friday, May 9th. One analyst has rated the stock with a sell rating, nine have issued a hold rating, four have assigned a buy rating and one has issued a strong buy rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $105.23.

PACCAR Price Performance

Shares of PCAR opened at $95.97 on Friday. The business’s fifty day moving average is $93.50 and its 200 day moving average is $103.93. PACCAR has a 12-month low of $84.65 and a 12-month high of $118.81. The company has a quick ratio of 1.39, a current ratio of 2.54 and a debt-to-equity ratio of 0.56. The stock has a market cap of $50.38 billion, a P/E ratio of 12.13, a P/E/G ratio of 2.77 and a beta of 0.96.

PACCAR Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, June 4th. Shareholders of record on Wednesday, May 14th will be issued a dividend of $0.33 per share. This represents a $1.32 annualized dividend and a yield of 1.38%. The ex-dividend date is Wednesday, May 14th. PACCAR’s dividend payout ratio (DPR) is 20.00%.

Insiders Place Their Bets

In other PACCAR news, VP Michael K. Walton sold 6,000 shares of the company’s stock in a transaction dated Wednesday, February 19th. The shares were sold at an average price of $106.13, for a total transaction of $636,780.00. Following the sale, the vice president now directly owns 951 shares of the company’s stock, valued at $100,929.63. This represents a 86.32% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Pierre R. Breber bought 5,000 shares of PACCAR stock in a transaction dated Tuesday, May 6th. The stock was acquired at an average price of $89.78 per share, with a total value of $448,900.00. Following the purchase, the director now directly owns 13,015 shares of the company’s stock, valued at approximately $1,168,486.70. This represents a 62.38% increase in their ownership of the stock. The disclosure for this purchase can be found here. Company insiders own 2.02% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently bought and sold shares of PCAR. Vanguard Group Inc. boosted its holdings in shares of PACCAR by 1.8% in the first quarter. Vanguard Group Inc. now owns 62,995,929 shares of the company’s stock worth $6,133,914,000 after acquiring an additional 1,113,520 shares during the period. Wellington Management Group LLP lifted its holdings in PACCAR by 20.1% during the 1st quarter. Wellington Management Group LLP now owns 20,177,930 shares of the company’s stock worth $1,964,725,000 after purchasing an additional 3,379,165 shares in the last quarter. Geode Capital Management LLC boosted its stake in PACCAR by 3.1% in the 4th quarter. Geode Capital Management LLC now owns 12,242,288 shares of the company’s stock worth $1,275,269,000 after purchasing an additional 362,637 shares during the period. Massachusetts Financial Services Co. MA boosted its stake in PACCAR by 9.2% in the 1st quarter. Massachusetts Financial Services Co. MA now owns 11,754,939 shares of the company’s stock worth $1,144,578,000 after purchasing an additional 987,805 shares during the period. Finally, FMR LLC grew its holdings in PACCAR by 1.9% during the 4th quarter. FMR LLC now owns 8,791,660 shares of the company’s stock valued at $914,509,000 after buying an additional 167,165 shares in the last quarter. 64.90% of the stock is owned by institutional investors.

PACCAR Company Profile

PACCAR Inc designs, manufactures, and distributes light, medium, and heavy-duty commercial trucks in the United States, Canada, Europe, Mexico, South America, Australia, and internationally. It operates through three segments: Truck, Parts, and Financial Services. The Truck segment designs, manufactures, and distributes trucks for the over-the-road and off-highway hauling of commercial and consumer goods.