Maverick Capital Ltd. Buys Shares of 8,497 Oshkosh Corporation $OSK

Maverick Capital Ltd. bought a new stake in Oshkosh Corporation (NYSE:OSK) in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund bought 8,497 shares of the company’s stock, valued at approximately $1,251,000.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Tower View Wealth Management LLC acquired a new stake in shares of Oshkosh during the 1st quarter worth approximately $29,000. Torren Management LLC acquired a new position in Oshkosh during the fourth quarter valued at approximately $30,000. V Square Quantitative Management LLC bought a new stake in Oshkosh during the fourth quarter worth $44,000. Whittier Trust Co. lifted its stake in Oshkosh by 33.7% during the first 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 stake in shares of Oshkosh in the 4th quarter valued at $47,000. Institutional investors own 92.36% of the company’s stock.

Key Oshkosh News

Here are the key news stories impacting Oshkosh this week:

• Positive Sentiment: Quarterly results exceeded expectations. Oshkosh reported adjusted earnings of $2.87 per share, ahead of the $2.61 consensus estimate, while revenue rose 6.7% year over year to $2.92 billion, surpassing the $2.79 billion forecast. Oshkosh Q2 Earnings and Revenues Beat Estimates
• Positive Sentiment: Full-year guidance was modestly above analyst expectations. Management maintained fiscal 2026 adjusted EPS guidance at $11.00, versus consensus of $10.97, and forecast revenue of $11.2 billion, above the $11.0 billion consensus. Oshkosh Corporation Reports 2026 Second Quarter Results
• Positive Sentiment: Oshkosh declared a quarterly dividend of $0.57 per share. The dividend equates to $2.28 annually and a yield of approximately 1.5%, with payment scheduled for August 27 to shareholders of record on August 13. Oshkosh Declares $0.57 Dividend
• Negative Sentiment: Profitability weakened year over year. Adjusted EPS fell from $3.41 to $2.87, while GAAP net income declined to $183.2 million from $204.8 million. The earnings decline may be outweighing the revenue growth and guidance beat in the near term. Oshkosh Q2 Key Metrics

Oshkosh Stock Down 1.6%

Shares of NYSE OSK opened at $152.39 on Wednesday. The company has a 50 day simple moving average of $139.93 and a 200 day simple moving average of $148.22. The company has a debt-to-equity ratio of 0.13, a current ratio of 1.63 and a quick ratio of 0.83. Oshkosh Corporation has a 1 year low of $116.77 and a 1 year high of $180.49. The firm has a market cap of $9.50 billion, a PE ratio of 16.97, a price-to-earnings-growth ratio of 0.77 and a beta of 1.23.

Oshkosh (NYSE:OSK) last posted its earnings results on Tuesday, July 28th. The company reported $2.87 earnings per share for the quarter, topping analysts’ consensus estimates of $2.63 by $0.24. Oshkosh had a net margin of 5.54% and a return on equity of 13.90%. The firm had revenue of $2.92 billion for the quarter, compared to analyst estimates of $2.79 billion. During the same period in the previous year, the firm posted $3.41 EPS. The company’s revenue for the quarter was up 6.7% compared to the same quarter last year. Oshkosh has set its FY 2026 guidance at 11.000-11.000 EPS. On average, research analysts forecast that Oshkosh Corporation will post 10.87 EPS for the current year.

Oshkosh Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, August 27th. Investors of record on Thursday, August 13th will be issued a $0.57 dividend. This represents a $2.28 dividend on an annualized basis and a yield of 1.5%. The ex-dividend date is Thursday, August 13th. Oshkosh’s dividend payout ratio is presently 25.39%.

Analysts Set New Price Targets

Several equities analysts have recently issued reports on the company. Robert W. Baird decreased their price target on Oshkosh from $175.00 to $172.00 and set an “outperform” rating on the stock in a research note on Monday, May 11th. Weiss Ratings upgraded Oshkosh from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Monday, July 13th. JPMorgan Chase & Co. reduced their price objective on Oshkosh from $158.00 to $145.00 and set a “neutral” rating on the stock in a research note on Monday, May 11th. Zacks Research downgraded Oshkosh from a “hold” rating to a “strong sell” rating in a research note on Thursday, July 23rd. Finally, Truist Financial increased their target price on shares of Oshkosh from $176.00 to $190.00 and gave the stock a “buy” rating in a report on Thursday, July 2nd. Eleven analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $168.60.

Insider Transactions at Oshkosh

In related news, Director Duncan Palmer sold 505 shares of the firm’s stock in a transaction 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 completion of the transaction, the director directly owned 39,684 shares of the company’s stock, valued at $5,312,100.24. This trade represents a 1.26% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.64% of the stock is currently owned by corporate insiders.

About Oshkosh

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.