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PCAR

PACCAR Inc

At today's price, PACCAR Inc (PCAR) is priced for +22.4% growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.

Live priced in
+22.4% growth
Priced In
elevated

Key Takeaways

• PACCAR builds premium heavy trucks under Kenworth, Peterbilt, and DAF and holds roughly 30% of the North American Class 8 market, but the quieter engine is PACCAR Parts, the high-margin aftermarket business that earns a near-30% gross margin off the installed fleet. • The trucks are cyclical and the cycle is soft: new-truck revenue fell year over year, yet profit rose on better mix and cost discipline, the Parts annuity smoothing the trough. • The valuation is the catch, the price sits above w

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Institutional ownership

1,043 institutional managers reported holding PCAR in 13F filings for the quarter ended 2026-03-31. Together they hold about 69% of the company; the top 10 hold 39%. 124 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 14.0M shares were sold short as of the 2026-06-15 count, about 3% of shares outstanding (4.4 days of typical volume to cover).

Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.

Capital returns

PCAR's share count grew 1% over the past five years even with $51.10M spent on repurchases. It pays a dividend, and has paid one every year in our records (18 and counting); the current rate is $2.72 a share annually. Cash returned over the past three years: $5.75B in dividends and $45.90M in repurchases.

Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.

Insider activity

Open-market insider buys at PCAR over the trailing three years: 2025: 1 buy totaling $449k. 20 officers and directors are on file.

Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.

Earnings reactions

PCAR's recent reports: the day-one move, then what the following quarter actually did.

reportday onenext quarter
2023-08-03-4.7%+1.6%
2023-11-03+3.8%+7.7%
2024-02-22+3.9%+1.9%
2024-05-03-6.4%-4.4%

Day-one is the close-to-close move around the filing. Nothing here is investment advice.

Recent filings

PCAR's latest 8-K filings: 2026-05-01 (items 5.02, 5.07); 2026-04-28 (items 2.02, 9.01); 2026-01-27 (items 2.02, 9.01); 2026-01-16 (items 5.02, 8.01); 2025-12-12 (items 5.02, 8.01).

Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.

Compare PCAR

F vs PCARGM vs PCARHMC vs PCARLI vs PCARMGA vs PCARPCAR vs RACE

Last analyzed: June 28, 2026

For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.