Oshkosh Corporation (NYSE:OSK) Sees Significant Drop in Short Interest
by Teresa Graham · The Cerbat GemOshkosh Corporation (NYSE:OSK – Get Free Report) was the recipient of a large drop in short interest in January. As of January 15th, there was short interest totaling 3,060,732 shares, a drop of 33.9% from the December 31st total of 4,628,949 shares. Currently, 4.9% of the company’s shares are short sold. Based on an average daily volume of 764,032 shares, the days-to-cover ratio is currently 4.0 days. Based on an average daily volume of 764,032 shares, the days-to-cover ratio is currently 4.0 days. Currently, 4.9% of the company’s shares are short sold.
Oshkosh Stock Down 1.0%
OSK stock traded down $1.49 during trading hours on Friday, hitting $143.86. The company’s stock had a trading volume of 920,455 shares, compared to its average volume of 815,148. The company has a market capitalization of $9.10 billion, a PE ratio of 14.36, a price-to-earnings-growth ratio of 1.96 and a beta of 1.41. The stock has a 50 day moving average price of $136.94 and a two-hundred day moving average price of $133.62. The company has a quick ratio of 0.99, a current ratio of 1.94 and a debt-to-equity ratio of 0.24. Oshkosh has a 12 month low of $76.82 and a 12 month high of $158.53.
Oshkosh (NYSE:OSK – Get Free Report) last released its quarterly earnings data on Thursday, January 29th. The company reported $2.26 earnings per share (EPS) for the quarter, missing the consensus estimate of $2.33 by ($0.07). The business had revenue of $2.69 billion during the quarter, compared to analyst estimates of $2.60 billion. Oshkosh had a net margin of 6.21% and a return on equity of 15.69%. The firm’s revenue for the quarter was up 3.5% on a year-over-year basis. During the same period in the previous year, the firm posted $2.58 EPS. On average, equities research analysts expect that Oshkosh will post 10.96 earnings per share for the current year.
Oshkosh Increases Dividend
The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 3rd. Stockholders of record on Tuesday, February 17th will be paid a dividend of $0.57 per share. This is a boost from Oshkosh’s previous quarterly dividend of $0.51. The ex-dividend date is Tuesday, February 17th. This represents a $2.28 annualized dividend and a dividend yield of 1.6%. Oshkosh’s dividend payout ratio is currently 20.36%.
More Oshkosh News
Here are the key news stories impacting Oshkosh this week:
- Positive Sentiment: Board raised the quarterly dividend to $0.57 (11.8% increase); ex-dividend Feb 17 — supports income-focused holders and signals confidence in cash flow.
- Positive Sentiment: JPMorgan raised its price target from $145 to $155 (maintaining a “neutral” rating), implying upside vs. the current price and providing some analyst support for the stock. Benzinga
- Neutral Sentiment: Q4 revenue grew 3.5% Y/Y to $2.69B and topped estimates — demand across key segments remained intact, which helps near-term top-line outlook. Zacks: Q4 Revenues Increase
- Neutral Sentiment: Company released earnings materials and the full earnings-call transcript and slides — useful for digging into segment-level trends, margin drivers and backlog commentary. MarketBeat: Conference Call & Slides
- Negative Sentiment: Oshkosh reported Q4 EPS of $2.26, missing consensus of $2.33 and down from $2.58 a year ago — the earnings shortfall is weighing on near-term sentiment and valuation multiples. Zacks: Q4 Earnings Miss
- Negative Sentiment: FY2026 EPS guidance of $11.50 (midpoint) was well below the Street (~$12.32), creating the biggest near-term negative catalyst as it lowers consensus expectations despite revenue guidance roughly in line with estimates.
Institutional Investors Weigh In On Oshkosh
A number of large investors have recently added to or reduced their stakes in OSK. Levin Capital Strategies L.P. acquired a new position in Oshkosh during the fourth quarter valued at approximately $628,000. Keybank National Association OH raised its holdings in Oshkosh by 22.1% in the 4th quarter. Keybank National Association OH now owns 3,977 shares of the company’s stock worth $500,000 after acquiring an additional 720 shares during the period. Torren Management LLC acquired a new position in Oshkosh during the 4th quarter worth $30,000. D.A. Davidson & CO. lifted its position in Oshkosh by 68.9% during the 4th quarter. D.A. Davidson & CO. now owns 40,502 shares of the company’s stock worth $5,088,000 after acquiring an additional 16,518 shares during the last quarter. Finally, Camelot Portfolios LLC acquired a new stake in shares of Oshkosh in the fourth quarter valued at about $78,000. Institutional investors own 92.36% of the company’s stock.
Wall Street Analyst Weigh In
OSK has been the topic of several analyst reports. Wells Fargo & Company lifted their target price on shares of Oshkosh from $144.00 to $168.00 and gave the stock an “overweight” rating in a research report on Friday, January 23rd. Barclays started coverage on shares of Oshkosh in a research report on Tuesday, November 25th. They set an “overweight” rating and a $150.00 price objective on the stock. JPMorgan Chase & Co. increased their target price on Oshkosh from $145.00 to $155.00 and gave the company a “neutral” rating in a report on Friday. Morgan Stanley raised their target price on Oshkosh from $147.00 to $155.00 and gave the stock an “equal weight” rating in a research report on Friday, January 23rd. Finally, Robert W. Baird set a $182.00 price target on Oshkosh in a research report on Friday. Twelve investment analysts have rated the stock with a Buy rating, four have given a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $157.07.
Read Our Latest Analysis on Oshkosh
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.