Insider Trading March 2, 2026

Oshkosh SVP and CIO Sells $676K in Stock Amid Mixed Quarterly Results and Defense Partnership

Anupam Khare disposes of 3,999.774 shares as company posts revenue beat but EPS misses; analysts adjust ratings and targets

By Nina Shah OSK
Oshkosh SVP and CIO Sells $676K in Stock Amid Mixed Quarterly Results and Defense Partnership
OSK

Anupam Khare, Oshkosh Corporation's SVP and Chief Information Officer, sold 3,999.774 shares on February 27, 2026, for roughly $676,261. The transaction occurred as the stock trades near $172 and follows mixed fourth-quarter 2025 results: a revenue beat but an adjusted EPS miss. Brokerages adjusted ratings and price targets, and Oshkosh Defense announced a manufacturing partnership to speed parts production for military fleets.

Key Points

  • Anupam Khare, SVP/Chief Information Officer, sold 3,999.774 shares on February 27, 2026 for $676,261 at a weighted average price of $169.075; individual sale prices ranged from $166.455 to $170.000.
  • Oshkosh reported Q4 2025 adjusted EPS of $2.26, missing the $2.31 consensus, while revenue of $2.69 billion topped estimates of $2.6 billion; brokers updated ratings and price targets in response.
  • Oshkosh Defense formed a partnership with the Marine Depot Maintenance Command to improve digital manufacturing and accelerate parts production for military fleets.

Anupam Khare, who serves as Senior Vice President and Chief Information Officer at Oshkosh Corporation (NYSE: OSK), disposed of 3,999.774 shares of the company’s common stock on February 27, 2026, according to a Securities and Exchange Commission filing.

The disposition carried a weighted average sale price of $169.075 per share and produced total gross proceeds of $676,261. Individual sale prices reported in the filing ranged from $166.455 to $170.000. Following the transaction, Khare retains direct ownership of 13,576.610 shares of Oshkosh common stock.

At the time of the filing, Oshkosh shares were trading near $172, representing a roughly 69% increase over the prior 12 months.

Market metrics cited in analysis of the company include a reported market capitalization of $10.77 billion and a price-to-earnings ratio of 17.22. The analysis characterizes the shares as appearing undervalued at current levels and notes the availability of a comprehensive Pro Research Report on OSK among coverage of more than 1,400 U.S. equities.


Quarterly results and analyst responses

Oshkosh reported fourth-quarter 2025 adjusted earnings per share of $2.26, which fell short of analyst expectations of $2.31. Revenue for the quarter totaled $2.69 billion, surpassing the consensus forecast of $2.6 billion.

Following the release, DA Davidson raised its price target on Oshkosh from $160 to $168 while maintaining a Buy rating and acknowledging a "light" outlook for 2026. BofA Securities moved its rating from Underperform to Neutral and set a $149 price target, citing a more balanced risk/reward profile in light of the company’s guidance for its cyclical Access unit. Raymond James reiterated an Outperform rating with a $175 price target, highlighting the company’s expressed confidence in meeting long-term targets.


Operational development

Separately, Oshkosh Defense announced a partnership with the Marine Depot Maintenance Command aimed at advancing digital manufacturing capabilities. The initiative is intended to accelerate part production for military fleets, supporting faster repairs and reducing downtime for military vehicles.


Context and next steps for investors

The insider sale, quarterly results and subsequent analyst reactions provide market participants with several data points to consider. Investors may weigh the modest EPS miss against the revenue beat, the various analyst target changes, and the company’s operational moves in defense manufacturing when forming near-term views on the stock.

Risks

  • Earnings risk - Fourth-quarter 2025 adjusted EPS of $2.26 missed analysts’ $2.31 expectation, introducing near-term earnings risk for the industrials sector.
  • Guidance and cyclical exposure - The company’s guidance for its cyclical Access unit contributed to revised analyst views, highlighting uncertainty tied to cyclical demand in the industrials and commercial vehicle markets.
  • Outlook uncertainty - At least one broker described a "light" outlook for 2026, signaling potential softness in near-term performance that could affect market valuation and investor sentiment.

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