Oshkosh (OSK)

• Market cap: $8.7B
• 1 day: -0.21%
• 5 days: -0.45%
• 1 month: -3.07%
• 3 months: 21.9%
• 6 months: 40.22%
• Year to date: 45.31%
• 1 year: 33.57%
• 5 years: 73.61%
• 10 years: 232.77%
• Sector: Industrials
• Industry: Farm & Heavy Construction Machinery

About: Oshkosh Corp is the top producer of access equipment, specialty vehicles, and military trucks. It serves diverse end markets, where it is typically the market share leader in North America, or, in the case of JLG aerial work platforms. The company had manufactured joint light tactical vehicles for the U.S. Department of Defense. The company reports in three segments: Access, Vocational and Defense. It derives maximum revenue from Access Segment.

Employees: 18,500

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

50% more funds holding in top 10

Funds holding in top 10: 4 [Q1] → 6 (+2) [Q2]

22% more capital invested

Capital invested by funds: $5.66B [Q1] → $6.88B (+$1.22B) [Q2]

0.81% more ownership

Funds ownership: 93.3% [Q1] → 94.11% (+0.81%) [Q2]

7% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 88

3% less funds holding

Funds holding: 500 [Q1] → 484 (-16) [Q2]

11% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 178

47% less call options, than puts

Call options by funds: $87.7M | Put options by funds: $167M

Research analyst outlook

6 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $130
• Avg. target: $159
• High target: $188

6 analyst ratings

• positive: 6 100%
• neutral: 0 0%
• negative: 0 0%

Keybanc Steve Barger	$180	Overweight Maintained	26 Aug 2025
DA Davidson Michael Shlisky	$160	Buy Maintained	5 Aug 2025
UBS Steven Fisher	$164	Buy Maintained	5 Aug 2025
Baird Mircea Dobre	$188	Outperform Maintained	4 Aug 2025
Goldman Sachs Jerry Revich	$131	Buy Upgraded	1 Jul 2025