PACCAR Inc

NasdaqGS:PCAR 株式レポート

時価総額:US$62.2b

PACCAR 配当と自社株買い

配当金 基準チェック /46

PACCAR配当を支払う会社であり、現在の利回りは2.29%で、収益によって十分にカバーされています。

主要情報

2.3%

配当利回り

-0.04%

バイバック利回り

総株主利回り2.2%
将来の配当利回り3.5%
配当成長7.4%
次回配当支払日n/a
配当落ち日n/a
一株当たり配当金n/a
配当性向28%

最近の配当と自社株買いの更新

Recent updates

Paccar: Big Earnings Beat Likely Coming, Stock Could Re-Rate

Apr 24

PCAR: Future Returns Will Reflect Truck Demand And Powertrain Technology Shifts

PACCAR's analyst price target has been revised higher by about $6, reflecting updated views from recent research that points to modestly stronger revenue assumptions, a slightly lower discount rate and an adjusted future P/E outlook. Analyst Commentary Recent Street research on PACCAR has centered on valuation revisions and how the company might execute against long term earnings expectations in the truck and commercial vehicle market.

PCAR: Higher Multiple Hopes Will Likely Struggle Against Cycle Execution Risks

The analyst price target for PACCAR has shifted from $95.31 to $109.00 as analysts factor in updated assumptions on revenue growth, profit margins, and a higher future P/E multiple following a series of recent target revisions from major firms. Analyst Commentary Recent Street research around PACCAR clusters around a series of price target adjustments, with several large firms, including JPMorgan, Citi, BofA, Morgan Stanley, and Wells Fargo, updating their views.

PCAR: Higher Margin Hopes Will Likely Struggle Against Truck Cycle Risk

Analysts have raised their average price target for PACCAR by several dollars into the low $120s, citing updated assumptions that include slightly stronger revenue growth, modestly higher profit margins, and revised P/E expectations reflected in recent target increases from major firms. Analyst Commentary Recent research has clustered around higher price targets for PACCAR, but not all of the commentary is unreservedly positive.

PCAR: Richer P/E Assumptions Will Likely Struggle Against Truck Downcycle Risk

The analyst price target for PACCAR has been revised higher from $90.00 to about $95.31, as analysts factor in updated assumptions on revenue growth, profit margins, and a higher future P/E, in line with a series of recent target increases across major research firms. Analyst Commentary Recent research updates on PACCAR cluster around higher price targets and refreshed models, but the tone is not uniformly bullish.

PCAR: Easing 2027 Emissions Rules Will Support Higher Margins And Premium Pricing

The analyst price target for PACCAR has been raised from $147.64 to $150.00, reflecting updated assumptions for slightly higher revenue growth, profit margins, and future P/E. This change is in line with a series of recent target increases from firms such as Morgan Stanley, Citi, Wells Fargo, BofA, and JPMorgan.

PCAR: Future Returns Will Hinge On Truck Demand And Emerging Emissions Rules

The analyst price target for PACCAR has shifted from about $111.44 to $122.15, with analysts pointing to updated assumptions for revenue growth, profit margins and future P/E multiples that are consistent with a series of recent price target increases across major research firms. Analyst Commentary Recent research updates on PACCAR cluster around higher price targets and a view that the shares are closer to fairly valued than deeply mispriced.

PCAR: Easing 2027 Emissions Rules Will Support Stronger Margins And Premium Pricing

Analysts have lifted their fair value estimate for PACCAR from US$133.00 to about US$147.64. The revision reflects updated assumptions around slightly higher revenue growth, a revised profit margin profile, and a higher future P/E multiple in line with recent price target increases across several research firms.

PCAR: Future Returns Will Depend On Section 232 Relief And Truck Demand

The analyst price target for PACCAR has increased by about US$4 to roughly US$111, as analysts factor in Section 232 related cost benefits, improved margin visibility, and a slightly higher long term outlook for revenue growth and profitability, despite mixed signals on near term truck demand and margins. Analyst Commentary Recent research on PACCAR reflects a mixed but generally balanced stance, with analysts weighing tariff related benefits and margin visibility against questions on truck demand and near term profitability.

PCAR: Section 232 Cost Advantage Will Support Stronger Margins And Premium Pricing

The analyst price target for PACCAR has been raised slightly to $133.00 from about $130.00, as analysts factor in stronger expected revenue growth, improving profit margins, and a structural cost advantage under Section 232 that is only partly offset by concerns over mid cycle valuation and future truck demand. Analyst Commentary Bullish analysts are increasingly constructive on PACCAR as they factor in improving margin visibility, structural cost advantages and resilient parts profitability into their models.

PCAR: Structural Tariff Tailwind Will Likely Fail To Offset Truck Downcycle Risk

We raise our fair value estimate for PACCAR to $90 from $86 as analysts lift price targets into the low $100s, citing improving margin visibility, structural tariff related cost advantages, and a more resilient medium term earnings outlook despite lingering demand uncertainty. Analyst Commentary Recent Street research presents a mixed but generally balanced view on PACCAR, with several firms acknowledging improved margin visibility while flagging execution and cycle related risks that could cap near term upside.

PCAR: Future Margins Will Depend On Tariff Relief And Demand Stability

PACCAR's analyst price target saw a modest increase to approximately $108. Analysts point to improving cost structures and a shift to competitive advantages from U.S.-based production, despite ongoing questions around margins and future demand.

PCAR: Future Profit Margins Will Balance Out Tariff Relief and Demand Uncertainty

Analysts have modestly raised their price target on PACCAR to approximately $108, citing benefits from tariff relief under Section 232, improved margin visibility, and a slight uptick in profit margin projections, even as expectations for revenue growth remain tempered. Analyst Commentary Recent Street research reflects a range of perspectives on PACCAR's valuation and outlook, with analysts weighing the effects of tariff relief, margin trends, and sector demand.

Analyst Commentary Highlights Mixed Outlook for PACCAR Amid Tariffs and Valuation Changes

Analysts have raised their price target for PACCAR from $103.50 to $107.00, citing improved structural cost advantages from recent tariff changes and a more optimistic outlook on revenue growth, despite lingering margin concerns. Analyst Commentary Recent analyst updates reflect a mixed but generally constructive view on PACCAR's outlook, with various factors contributing to both bullish and cautious perspectives on the company's valuation and future growth trajectory.

Paccar Inc: I Expect Further Downside In 2025

Mar 19

Paccar: Why The Next Few Quarters May Be Volatile

Jan 17

Paccar Is A Bit Overpriced For This Fundamentally Sound Company

Dec 13

PACCAR Stock: Revisiting My Buy Rating 4 Years Later

Sep 27

Paccar's Q2 Earnings: Why It Beats The Market And What To Do Now

Jul 17

Paccar: A Dividend Growth Stock Long-Term Investors Should Add To Their Watchlist

May 23

PACCAR: Too Far Too Fast - Time To Sell

May 08

Paccar: Notable Insider Selling After A Big Rally

Apr 03

Paccar: Strong Visibility Through H2 2024 With Improving Unit Economics

Jan 26

Driving Future Success: Paccar's Strategic Resilience And Innovation

Jan 19

決済の安定と成長

配当データの取得

安定した配当: PCARの配当金支払いは、過去10年間 変動性 が高かった。

増加する配当: PCARの配当金は過去10年間にわたって増加しています。


配当利回り対市場

PACCAR 配当利回り対市場
PCAR 配当利回りは市場と比べてどうか?
セグメント配当利回り
会社 (PCAR)2.3%
市場下位25% (US)1.4%
市場トップ25% (US)4.2%
業界平均 (Machinery)1.1%
アナリスト予想 (PCAR) (最長3年)3.5%

注目すべき配当: PCARの配当金 ( 2.29% ) はUS市場の配当金支払者の下位 25% ( 1.4% ) よりも高くなっています。

高配当: PCARの配当金 ( 2.29% ) はUS市場の配当金支払者の上位 25% ( 4.23% ) と比較すると低いです。


株主への利益配当

収益カバレッジ: PCARの 配当性向 ( 28% ) はかなり低いため、配当金の支払いは利益によって十分にカバーされます。


株主配当金

キャッシュフローカバレッジ: PCARの 現金配当性向 ( 46.2% ) は比較的低く、配当金の支払いはキャッシュフローによって十分にカバーされています。


高配当企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/04/30 08:19
終値2026/04/30 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

PACCAR Inc 16 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。44

アナリスト機関
John EadeArgus Research Company
David LeikerBaird
Andrew KaplowitzBarclays