PACCAR Inc (PCAR)

Sep 20, 2026

Nykredit A/S has acquired a new stake of 147,122 shares in PACCAR Inc. (NASDAQ:PCAR) during the second quarter, valued at approximately $17.67 million. This investment highlights continued institutional interest in PACCAR, with other firms also adjusting their holdings. PACCAR recently surpassed earnings expectations, reporting $1.43 EPS on $7.55 billion in revenue, and declared a quarterly dividend of $0.35 per share, contributing to a consensus "Hold" rating from analysts with an average price target of $133.91.

Sep 19, 2026

NewEdge Advisors LLC has significantly increased its stake in PACCAR Inc. (NASDAQ:PCAR) by 176.6% in the second quarter, acquiring 10,858 additional shares and bringing its total to 17,008 shares valued at $2.04 million. Despite mixed analyst ratings, with a consensus "Hold," PACCAR exceeded its quarterly earnings and revenue expectations, reporting $1.43 EPS and $7.55 billion in revenue. The company also declared a quarterly dividend of $0.35 per share, even as insiders sold approximately $7.6 million worth of stock.

Sep 18, 2026

PACCAR Inc. (NASDAQ:PCAR) declared a quarterly dividend of $0.35 per share, payable on December 2nd to shareholders of record on November 11th. The company has a strong dividend history, having raised its dividend for five consecutive years with a low payout ratio, indicating good coverage by earnings. PACCAR also reported strong quarterly earnings, exceeding analyst estimates for both EPS and revenue.

Sep 17, 2026

PACCAR Inc's Board of Directors has declared a regular quarterly cash dividend of $0.35 per share. This dividend is payable on December 2, 2026, to shareholders who are on record as of the close of business on November 11, 2026.

Sep 17, 2026

Engineers Gate Manager LP significantly increased its stake in PACCAR Inc. (NASDAQ:PCAR) by 500.9% in the second quarter, acquiring an additional 10,784 shares to bring its total holdings to 12,937 shares valued at $1.55 million. Despite institutional ownership of 64.9% and a recent upgrade to "outperform" by Royal Bank of Canada, analyst sentiment for PACCAR remains a cautious "Hold." The company recently exceeded earnings expectations with an adjusted EPS of $1.43 and maintains a quarterly dividend of $0.35 per share.

Sep 15, 2026

PACCAR (NASDAQ: PCAR) has significantly outperformed the market over the last five years, with an average annual return of 18.03%. An investment of $1000 in PCAR stock five years ago would now be worth $2,243.75, highlighting the power of compounded returns. The company currently has a market capitalization of $64.71 billion.

Sep 15, 2026

Bank of America Corp DE has acquired a significant new stake in PACCAR Inc., purchasing over 9.4 million shares valued at approximately $1.13 billion, representing a 1.79% ownership. This move comes as PACCAR reported strong Q2 earnings, exceeding analyst expectations for both EPS and revenue. Analysts currently maintain a consensus "Hold" rating on PACCAR with an average price target of $133.91.

Sep 14, 2026

Caterpillar's stock fell 4% due to concerns about the AI data center power trade unwinding, despite its large backlog. In contrast, Deere & Company rose 1% as it lacks exposure to the AI sector, and Paccar remained largely unchanged. The decline in Caterpillar's stock appears to be a momentum unwind rather than a fundamental shift in demand, prompted by recent warnings from AI executives about slowing the pace of AI development.

Sep 14, 2026

Caterpillar (CAT) stock fell 4% on Monday, while Deere (DE) stock rose 1%, primarily due to concerns about the AI data center power trade. This divergence follows essays from AI executives suggesting a slowdown in AI model development, which cast doubt on the indefinite growth of AI infrastructure. Despite Caterpillar's substantial $72 billion backlog extending into 2029 and 2030 for its power generation segment, the market reaction appears to be a momentum unwind rather than a fundamental collapse in demand.

Sep 13, 2026

WINTON GROUP Ltd has acquired a new stake in PACCAR Inc. (NASDAQ:PCAR) during the second quarter, purchasing 11,667 shares valued at approximately $1.4 million. PACCAR recently exceeded quarterly expectations with $1.43 EPS and $7.55 billion in revenue, also declaring a $0.35 quarterly dividend. Despite insider selling, institutional investors own 64.9% of the stock, and analysts maintain a "Hold" consensus with an average price target of $133.91.