Expert Outlook: PACCAR Through The Eyes Of 9 Analysts
Benzinga Insights 9 months ago
Analyst Ratings
In the last three months, 9 analysts have published ratings on PACCAR (NASDAQ:PCAR), offering a diverse range of perspectives from bullish to bearish.
In the table below, you'll find a summary of their recent ratings, revealing the shifting sentiments over the past 30 days and comparing them to the previous months.
| Bullish | Somewhat Bullish | Indifferent | Somewhat Bearish | Bearish | |
|---|---|---|---|---|---|
| Total Ratings | 0 | 2 | 7 | 0 | 0 |
| Last 30D | 0 | 0 | 1 | 0 | 0 |
| 1M Ago | 0 | 1 | 4 | 0 | 0 |
| 2M Ago | 0 | 1 | 1 | 0 | 0 |
| 3M Ago | 0 | 0 | 1 | 0 | 0 |
The 12-month price targets, analyzed by analysts, offer insights with an average target of $120.22, a high estimate of $142.00, and a low estimate of $102.00. Marking an increase of 8.48%, the current average surpasses the previous average price target of $110.82.
Investigating Analyst Ratings: An Elaborate Study
The standing of PACCAR among financial experts is revealed through an in-depth exploration of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
| Analyst | Analyst Firm | Action Taken | Rating | Current Price Target | Prior Price Target |
|---|---|---|---|---|---|
| Kyle Menges | Citigroup | Raises | Neutral | $125.00 | $120.00 |
| Jamie Cook | Truist Securities | Raises | Hold | $120.00 | $108.00 |
| Jerry Revich | Wells Fargo | Raises | Equal-Weight | $119.00 | $106.00 |
| Tami Zakaria | JP Morgan | Raises | Overweight | $142.00 | $133.00 |
| Kyle Menges | Citigroup | Raises | Neutral | $120.00 | $113.56 |
| Angel Castillo | Morgan Stanley | Raises | Equal-Weight | $102.00 | $93.00 |
| Tami Zakaria | JP Morgan | Raises | Overweight | $133.00 | $108.00 |
| Kyle Menges | Citigroup | Raises | Neutral | $115.00 | $105.00 |
| Jerry Revich | Wells Fargo | Announces | Equal-Weight | $106.00 | - |
Key Insights:
- Action Taken: Responding to changing market dynamics and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their response to recent developments related to PACCAR. This offers insight into analysts' perspectives on the current state of the company.
- Rating: Unveiling insights, analysts deliver qualitative insights into stock performance, from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of PACCAR compared to the broader market.
- Price Targets: Analysts navigate through adjustments in price targets, providing estimates for PACCAR's future value. Comparing current and prior targets offers insights into analysts' evolving expectations.
Analyzing these analyst evaluations alongside relevant financial metrics can provide a comprehensive view of PACCAR's market position. Stay informed and make data-driven decisions with the assistance of our Ratings Table.
Stay up to date on PACCAR analyst ratings.
Delving into PACCAR's Background
Paccar is a leading manufacturer of medium- and heavy-duty trucks under the premium nameplates Kenworth and Peterbilt, which are primarily sold in the Americas and Australia, and DAF, which primarily services Europe and South America. The trucks segment (74% sales) goes to market through a network of 2,200 independent dealers. Paccar maintains an internal finance subsidiary that provides retail and wholesale financing for customers and dealers (6% sales). In recent years, Paccar has aggressively expanded its parts business (20% of sales), including engines, axles, and transmissions for its own truck brands as well as independent producers. The company commands approximately 30% of the Class 8 market share in North America and 15% of the heavy-duty market share in Europe.
Breaking Down PACCAR's Financial Performance
Market Capitalization Analysis: Above industry benchmarks, the company's market capitalization emphasizes a noteworthy size, indicative of a strong market presence.
Revenue Growth: PACCAR displayed positive results in 3M. As of 31 December, 2025, the company achieved a solid revenue growth rate of approximately 2.23%. This indicates a notable increase in the company's top-line earnings. As compared to its peers, the company achieved a growth rate higher than the average among peers in Industrials sector.
Net Margin: The company's net margin is a standout performer, exceeding industry averages. With an impressive net margin of 8.16%, the company showcases strong profitability and effective cost control.
Return on Equity (ROE): PACCAR's ROE lags behind industry averages, suggesting challenges in maximizing returns on equity capital. With an ROE of 2.88%, the company may face hurdles in achieving optimal financial performance.
Return on Assets (ROA): PACCAR's ROA surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 1.26% ROA, the company effectively utilizes its assets for optimal returns.
Debt Management: The company maintains a balanced debt approach with a debt-to-equity ratio below industry norms, standing at 0.89.
Understanding the Relevance of Analyst Ratings
Benzinga tracks 150 analyst firms and reports on their stock expectations. Analysts typically arrive at their conclusions by predicting how much money a company will make in the future, usually the upcoming five years, and how risky or predictable that company's revenue streams are.
Analysts attend company conference calls and meetings, research company financial statements, and communicate with insiders to publish their ratings on stocks. Analysts typically rate each stock once per quarter or whenever the company has a major update.
Some analysts publish their predictions for metrics such as growth estimates, earnings, and revenue to provide additional guidance with their ratings. When using analyst ratings, it is important to keep in mind that stock and sector analysts are also human and are only offering their opinions to investors.
This article was generated by Benzinga's automated content engine and reviewed by an editor.