PACCAR
PCAR
About: 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 grown its parts business (20% sales), which include 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.
Employees: 30,100
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
0.74% less ownership
Funds ownership: 69.73% [Q1] → 68.99% (-0.74%) [Q2]
3% less capital invested
Capital invested by funds: $35.6B [Q1] → $34.4B (-$1.19B) [Q2]
4% less funds holding
Funds holding: 989 [Q1] → 954 (-35) [Q2]
14% less funds holding in top 10
Funds holding in top 10: 14 [Q1] → 12 (-2) [Q2]
15% less repeat investments, than reductions
Existing positions increased: 332 | Existing positions reduced: 389
16% less first-time investments, than exits
New positions opened: 93 | Existing positions closed: 111
26% less call options, than puts
Call options by funds: $79M | Put options by funds: $107M
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
|
UBS
Steven Fisher
|
$100
|
Neutral
Upgraded
|
23 Jul 2025 |
|
JP Morgan
Tami Zakaria
|
$97
|
Neutral
Maintained
|
23 Jul 2025 |
|
Truist Securities
Jamie Cook
|
$98
|
Hold
Maintained
|
23 Jul 2025 |
|
Citigroup
Kyle Menges
|
$100
|
Neutral
Maintained
|
24 Jun 2025 |
Financial journalist opinion
Based on 7 articles about PCAR published over the past 30 days
