Citi Downgrade Fuels Caution: Social media erupted after Citi downgraded Oshkosh Corporation to neutral from buy, cutting its price target to $170 from $190. Investors dissected the implications for the specialty vehicles maker amid softening industrial demand signals. The move amplified concerns over near-term headwinds in key segments.
Defense Growth Draws Bullish Eyes: Amid the noise, proponents highlighted OSK's robust positioning in defense and industrial markets with strong growth trajectories. Posts underscored sustained demand visibility extending well into the future. Geopolitical ceasefire discussions, however, prompted sector rotations away from defensive names like OSK.
Volatility Keeps Traders Watching: OSK landed on multiple watchlists as traders eyed potential rebounds despite recent sell-offs tied to broader market shifts. Midday drops linked to energy and defense rotations sparked heated debates on volatility. Overall sentiment leans mixed, balancing downgrade pressures against long-term potential.
Note: This discussion summary was generated from an AI condensation of post data.
Oshkosh Corporation Insider Trading Activity
Oshkosh Corporation insiders have traded $OSK stock on the open market 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $OSK stock by insiders over the last 6 months:
- IGNACIO A CORTINA (EVP, CL&AO & Secretary) sold 8,000 shares for an estimated $995,280
- ANUPAM KHARE (SVP/Chief Information Officer) sold 3,999 shares for an estimated $676,261
- JOHN S VERICH (SVP Bus Devl and Treasurer) sold 1,050 shares for an estimated $185,834
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Oshkosh Corporation Revenue
Oshkosh Corporation had revenues of $2.7B in Q4 2025. This is an increase of 3.49% from the same period in the prior year.
You can track OSK financials on Quiver Quantitative's OSK stock page.
Oshkosh Corporation Congressional Stock Trading
Members of Congress have traded $OSK stock 3 times in the past 6 months. Of those trades, 1 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $OSK stock by members of Congress over the last 6 months:
- REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 1 purchase worth up to $15,000 on 10/30 and 2 sales worth up to $30,000 on 10/31, 10/30.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Oshkosh Corporation Hedge Fund Activity
We have seen 255 institutional investors add shares of Oshkosh Corporation stock to their portfolio, and 286 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- SOUTHPOINT CAPITAL ADVISORS LP added 1,400,000 shares (+inf%) to their portfolio in Q4 2025, for an estimated $175,882,000
- FIRST TRUST ADVISORS LP added 975,206 shares (+408.7%) to their portfolio in Q4 2025, for an estimated $122,515,129
- CAPITAL RESEARCH GLOBAL INVESTORS added 704,022 shares (+143.9%) to their portfolio in Q4 2025, for an estimated $88,446,283
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 577,304 shares (-77.5%) from their portfolio in Q4 2025, for an estimated $72,526,701
- WASATCH ADVISORS LP added 428,981 shares (+4522.3%) to their portfolio in Q4 2025, for an estimated $53,892,883
- THRIVENT FINANCIAL FOR LUTHERANS added 404,788 shares (+1945.0%) to their portfolio in Q4 2025, for an estimated $50,853,516
- TRUIST FINANCIAL CORP added 379,134 shares (+1904.0%) to their portfolio in Q4 2025, for an estimated $47,630,604
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Oshkosh Corporation Government Contracts
We have seen $842,819,712 of award payments to $OSK over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- FMTV A2 LVAD DELIVERY ORDER - 186 LVADS: $136,545,576
- UCA FOR FMTV LVAD VEHICLES: $102,227,373
- FAMILY OF HEAVY TACTICAL VEHICLE IS A FIVE (5)-YEAR FIXED PRICE WITH ECONOMIC PRICE ADJUSTMENT, SOLE SOURCE...: $89,751,552
- FAMILY OF HEAVY TACTICAL VEHICLE IS A FIVE (5)-YEAR FIXED PRICE WITH ECONOMIC PRICE ADJUSTMENT, SOLE SOURCE...: $65,494,718
- FAMILY OF HEAVY TACTICAL VEHICLE (FHTV) FIVE-YEAR FIXED PRICE WITH ECONOMIC PRICE ADJUSTMENT (FPEPA) REQUIR...: $52,137,641
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
Oshkosh Corporation Analyst Ratings
Wall Street analysts have issued reports on $OSK in the last several months. We have seen 5 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Citigroup issued a "Buy" rating on 01/13/2026
- Barclays issued a "Overweight" rating on 11/25/2025
- Wells Fargo issued a "Overweight" rating on 11/14/2025
- UBS issued a "Buy" rating on 11/06/2025
- Truist Securities issued a "Buy" rating on 10/30/2025
To track analyst ratings and price targets for Oshkosh Corporation, check out Quiver Quantitative's $OSK forecast page.
Oshkosh Corporation Price Targets
Multiple analysts have issued price targets for $OSK recently. We have seen 11 analysts offer price targets for $OSK in the last 6 months, with a median target of $160.0.
Here are some recent targets:
- Kyle Menges from Citigroup set a target price of $170.0 on 04/13/2026
- Tami Zakaria from JP Morgan set a target price of $158.0 on 04/10/2026
- Angel Castillo from Morgan Stanley set a target price of $157.0 on 04/06/2026
- Steven Fisher from UBS set a target price of $197.0 on 03/06/2026
- Jerry Revich from Wells Fargo set a target price of $204.0 on 02/25/2026
- David Raso from Evercore ISI Group set a target price of $202.0 on 02/23/2026
- Michael Shlisky from DA Davidson set a target price of $168.0 on 02/02/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
