Oshkosh Corporation $OSK is Lodge Hill Capital LLC’s 3rd Largest Position

Lodge Hill Capital LLC boosted its stake in Oshkosh Corporation (NYSE:OSK) by 860.0% during the first quarter, Holdings Channel.com reports. The institutional investor owned 240,000 shares of the company’s stock after acquiring an additional 215,000 shares during the period. Oshkosh makes up approximately 5.2% of Lodge Hill Capital LLC’s portfolio, making the stock its 3rd largest position. Lodge Hill Capital LLC’s holdings in Oshkosh were worth $35,330,000 at the end of the most recent quarter.

A number of other large investors have also recently bought and sold shares of the stock. Tower View Wealth Management LLC purchased a new position in Oshkosh during the first quarter worth $29,000. Torren Management LLC purchased a new stake in shares of Oshkosh in the fourth quarter valued at $30,000. V Square Quantitative Management LLC purchased a new stake in shares of Oshkosh in the fourth quarter valued at $44,000. Whittier Trust Co. boosted its stake in shares of Oshkosh by 33.7% during the first quarter. Whittier Trust Co. now owns 373 shares of the company’s stock valued at $55,000 after acquiring an additional 94 shares during the last quarter. Finally, Lodestone Wealth Management LLC purchased a new stake in Oshkosh during the 4th quarter worth about $47,000. Institutional investors and hedge funds own 92.36% of the company’s stock.

Insider Transactions at Oshkosh

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

Oshkosh News Roundup

Here are the key news stories impacting Oshkosh this week:

• Positive Sentiment: Raised full-year outlook: Oshkosh maintained FY 2026 adjusted EPS guidance at $11.00 and set revenue guidance at approximately $11.2 billion, above the roughly $11.0 billion analyst consensus. The outlook suggests continued sales momentum. Oshkosh Corporation Reports 2026 Second Quarter Results
• Positive Sentiment: Quarterly results exceeded estimates: Second-quarter adjusted EPS was $2.87 versus the $2.63-$2. (approximately) consensus range, while revenue rose 6.7% year over year to $2.92 billion, beating the $2.79 billion estimate. Oshkosh Q2 Earnings and Revenues Beat Estimates
• Positive Sentiment: Analysts raised targets: Robert W. Baird lifted its price target from $172 to $180 and reiterated an “outperform” rating. JPMorgan raised its target from $145 to $150, although it retained a “neutral” rating. The revisions indicate improved valuation or earnings expectations, with Baird signaling substantially more upside. Analyst price-target updates
• Neutral Sentiment: Dividend declared: Oshkosh announced a quarterly dividend of $0.57 per share, payable August 27 to shareholders of record August 13. The annualized yield is approximately 1.5%, supporting shareholder returns but unlikely to be a major near-term catalyst. Oshkosh declares dividend
• Negative Sentiment: Profitability declined: Adjusted EPS fell to $2.87 from $3.41 a year earlier, while GAAP net income decreased to $183.2 million from $204.8 million. The earnings decline, despite revenue growth, highlights margin and operational execution concerns. Oshkosh second-quarter results

Analyst Upgrades and Downgrades

Several research analysts recently weighed in on OSK shares. Evercore reissued an “outperform” rating and issued a $181.00 target price on shares of Oshkosh in a research note on Monday, May 11th. Citigroup cut shares of Oshkosh from a “buy” rating to a “neutral” rating and decreased their price target for the stock from $180.00 to $170.00 in a research note on Monday, April 13th. Wall Street Zen lowered shares of Oshkosh from a “buy” rating to a “hold” rating in a research report on Saturday, May 16th. Barclays raised their target price on shares of Oshkosh from $150.00 to $170.00 and gave the stock an “overweight” rating in a research report on Wednesday. Finally, Zacks Research cut shares of Oshkosh from a “hold” rating to a “strong sell” rating in a research note on Thursday, July 23rd. Eleven analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $171.33.

Oshkosh Stock Performance

NYSE OSK opened at $142.99 on Thursday. The business’s 50-day moving average price is $140.27 and its 200 day moving average price is $148.19. The company has a current ratio of 1.72, a quick ratio of 0.83 and a debt-to-equity ratio of 0.13. Oshkosh Corporation has a twelve month low of $116.77 and a twelve month high of $180.49. The company has a market capitalization of $8.92 billion, a PE ratio of 16.36, a price-to-earnings-growth ratio of 0.75 and a beta of 1.23.

Oshkosh (NYSE:OSK) last posted its quarterly earnings results on Tuesday, July 28th. The company reported $2.87 EPS for the quarter, beating the consensus estimate of $2.63 by $0.24. Oshkosh had a return on equity of 12.95% and a net margin of 5.24%.The company had revenue of $2.92 billion during the quarter, compared to analysts’ expectations of $2.80 billion. During the same quarter in the previous year, the business earned $3.41 EPS. The firm’s revenue was up 6.7% on a year-over-year basis. Oshkosh has set its FY 2026 guidance at 11.000-11.000 EPS. On average, research analysts predict that Oshkosh Corporation will post 11 earnings per share for the current year.

Oshkosh Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, August 27th. Investors of record on Thursday, August 13th will be given a $0.57 dividend. The ex-dividend date of this dividend is Thursday, August 13th. This represents a $2.28 annualized dividend and a dividend yield of 1.6%. Oshkosh’s dividend payout ratio (DPR) 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.