Polianta Ltd Makes New $2.01 Million Investment in Oshkosh Corporation $OSK

Key Points

• Polianta Ltd. invested approximately $2.01 million in Oshkosh Corporation during the second quarter, purchasing 13,100 shares. Institutional investors collectively own 92.36% of Oshkosh’s outstanding stock.
• Analyst sentiment remains favorable, with 11 Buy ratings, five Holds and one Sell rating, producing a “Moderate Buy” consensus and an average price target of $171.33.
• Oshkosh exceeded quarterly expectations, reporting $2.87 in earnings per share and $2.92 billion in revenue. The company also declared a quarterly dividend of $0.57 per share, equivalent to a 1.5% annualized yield.

Polianta Ltd purchased a new position in shares of Oshkosh Corporation (NYSE:OSK - Free Report) during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 13,100 shares of the company's stock, valued at approximately $2,010,000. Oshkosh comprises about 0.2% of Polianta Ltd's portfolio, making the stock its 24th largest position.

Several other hedge funds and other institutional investors have also recently modified their holdings of the stock. Thrivent Financial for Lutherans increased its stake in Oshkosh by 1,945.0% during the 4th quarter. Thrivent Financial for Lutherans now owns 425,600 shares of the company's stock valued at $53,468,000 after purchasing an additional 404,788 shares in the last quarter. Y Intercept Hong Kong Ltd lifted its stake in shares of Oshkosh by 84.7% during the first quarter. Y Intercept Hong Kong Ltd now owns 54,593 shares of the company's stock worth $8,037,000 after buying an additional 25,037 shares during the period. LSV Asset Management lifted its stake in shares of Oshkosh by 0.9% during the fourth quarter. LSV Asset Management now owns 1,913,769 shares of the company's stock worth $240,427,000 after buying an additional 17,944 shares during the period. California State Teachers Retirement System grew its holdings in shares of Oshkosh by 21.9% during the first quarter. California State Teachers Retirement System now owns 74,153 shares of the company's stock valued at $10,916,000 after buying an additional 13,344 shares during the last quarter. Finally, Kingsview Wealth Management LLC purchased a new stake in shares of Oshkosh during the fourth quarter valued at $7,432,000. 92.36% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

OSK has been the subject of a number of research analyst reports. Citigroup lowered Oshkosh from a "buy" rating to a "neutral" rating and reduced their target price for the stock from $180.00 to $170.00 in a research note on Monday, April 13th. DA Davidson increased their price objective on Oshkosh from $168.00 to $176.00 and gave the company a "buy" rating in a report on Wednesday, July 29th. Morgan Stanley cut their price objective on Oshkosh from $157.00 to $150.00 and set an "equal weight" rating on the stock in a report on Tuesday, May 12th. Robert W. Baird lifted their target price on Oshkosh from $172.00 to $180.00 and gave the stock an "outperform" rating in a report on Wednesday, July 29th. Finally, Barclays upped their target price on Oshkosh from $150.00 to $170.00 and gave the company an "overweight" rating in a research report on Wednesday, July 29th. Eleven analysts have rated the stock with a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat.com, Oshkosh currently has an average rating of "Moderate Buy" and an average price target of $171.33.

Insider Buying and Selling

In related news, Director Duncan Palmer sold 505 shares of the firm's stock in a transaction dated Tuesday, May 12th. The stock was sold at an average price of $133.86, for a total transaction of $67,599.30. Following the sale, 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 ownership of the stock. The transaction was disclosed in a legal filing 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 company insiders.

Oshkosh Trading Up 1.3%

NYSE OSK opened at $155.44 on Friday. The company has a market capitalization of $9.60 billion, a PE ratio of 17.78, a P/E/G ratio of 0.95 and a beta of 1.25. The company has a fifty day moving average of $143.25 and a 200 day moving average of $148.16. Oshkosh Corporation has a 1 year low of $116.77 and a 1 year high of $180.49. The company has a debt-to-equity ratio of 0.13, a current ratio of 1.72 and a quick ratio of 0.96.

Oshkosh (NYSE:OSK - Get Free Report) last announced its quarterly earnings results on Tuesday, July 28th. The company reported $2.87 earnings per share for the quarter, topping the consensus estimate of $2.63 by $0.24. The company had revenue of $2.92 billion for the quarter, compared to the consensus estimate of $2.80 billion. Oshkosh had a return on equity of 12.95% and a net margin of 5.24%.The firm's revenue for the quarter was up 6.7% compared to the same quarter last year. During the same period last year, the firm earned $3.41 EPS. Oshkosh has set its FY 2026 guidance at 11.000-11.000 EPS. Research analysts forecast that Oshkosh Corporation will post 10.72 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. Stockholders of record on Thursday, August 13th will be paid a $0.57 dividend. The ex-dividend date is Thursday, August 13th. This represents a $2.28 dividend on an annualized basis and a dividend yield of 1.5%. Oshkosh's dividend payout ratio is presently 26.09%.

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.

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