UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Cuts Stake in Oshkosh Corporation $OSK

Key Points

• UBS Asset Management cut its Oshkosh stake by 12.4% in the second quarter, selling 20,734 shares and retaining 146,232 shares worth approximately $22.4 million. Institutional investors collectively own 92.36% of the company.
• Oshkosh exceeded quarterly expectations, reporting $2.87 in earnings per share and $2.92 billion in revenue, while revenue increased 6.7% year over year. The company also maintained full-year 2026 guidance of $11.00 EPS.
• The company paid a quarterly dividend of $0.57 per share, equivalent to an annualized $2.28 dividend and a 1.5% yield. Analysts maintain a “Moderate Buy” consensus rating with an average price target of $170.71.

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lowered its stake in shares of Oshkosh Corporation (NYSE:OSK - Free Report) by 12.4% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 146,232 shares of the company's stock after selling 20,734 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC owned 0.24% of Oshkosh worth $22,444,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also recently modified their holdings of OSK. BlackRock Inc. bought a new stake in Oshkosh in the 2nd quarter valued at $913,816,000. Dimensional Fund Advisors LP grew its position in shares of Oshkosh by 1.5% during the first quarter. Dimensional Fund Advisors LP now owns 3,051,511 shares of the company's stock valued at $449,166,000 after purchasing an additional 46,306 shares in the last quarter. LSV Asset Management grew its position 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 valued at $240,427,000 after purchasing an additional 17,944 shares in the last quarter. Invesco Ltd. increased its holdings in shares of Oshkosh by 20.4% in the fourth quarter. Invesco Ltd. now owns 1,777,735 shares of the company's stock worth $223,337,000 after purchasing an additional 300,766 shares during the last quarter. Finally, AQR Capital Management LLC lifted its position in shares of Oshkosh by 25.4% in the second quarter. AQR Capital Management LLC now owns 1,709,338 shares of the company's stock worth $193,728,000 after buying an additional 345,782 shares in the last quarter. Institutional investors own 92.36% of the company's stock.

Oshkosh Price Performance

Shares of Oshkosh stock opened at $156.54 on Friday. The stock has a market cap of $9.66 billion, a price-to-earnings ratio of 17.91, a price-to-earnings-growth ratio of 1.16 and a beta of 1.27. The company has a debt-to-equity ratio of 0.13, a quick ratio of 0.96 and a current ratio of 1.72. The stock has a 50 day moving average price of $150.15 and a 200-day moving average price of $147.49. Oshkosh Corporation has a one year low of $116.77 and a one year high of $180.49.

Oshkosh (NYSE:OSK - Get Free Report) last released its quarterly earnings results on Tuesday, July 28th. The company reported $2.87 earnings per share for the quarter, beating the consensus estimate of $2.63 by $0.24. The company had revenue of $2.92 billion for the quarter, compared to analyst estimates of $2.80 billion. Oshkosh had a return on equity of 12.95% and a net margin of 5.24%.Oshkosh's quarterly revenue was up 6.7% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $3.41 EPS. Oshkosh has set its FY 2026 guidance at 11.000-11.000 EPS. Equities analysts expect that Oshkosh Corporation will post 10.72 EPS for the current year.

Oshkosh Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Thursday, August 27th. Investors of record on Thursday, August 13th were issued a dividend of $0.57 per share. This represents a $2.28 annualized dividend and a yield of 1.5%. The ex-dividend date was Thursday, August 13th. Oshkosh's dividend payout ratio is presently 26.09%.

Wall Street Analysts Forecast Growth

A number of equities analysts recently commented on OSK shares. Morgan Stanley dropped their price target on Oshkosh from $157.00 to $150.00 and set an "equal weight" rating for the company in a research note on Tuesday, May 12th. Wall Street Zen raised Oshkosh from a "hold" rating to a "buy" rating in a research note on Saturday, August 22nd. Zacks Research raised Oshkosh from a "strong sell" rating to a "hold" rating in a report on Friday, August 21st. Evercore reissued an "outperform" rating and issued a $181.00 target price on shares of Oshkosh in a report on Monday, May 11th. Finally, Barclays boosted their price target on shares of Oshkosh from $150.00 to $170.00 and gave the stock an "overweight" rating in a research report on Wednesday, July 29th. Eleven research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus price target of $170.71.

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.

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