Zacks Research Brokers Lift Earnings Estimates for Cummins

Cummins Inc. (NYSE:CMI) – Equities research analysts at Zacks Research lifted their Q4 2025 earnings per share (EPS) estimates for shares of Cummins in a report issued on Tuesday, February 18th. Zacks Research analyst R. Singhi now anticipates that the company will post earnings of $5.81 per share for the quarter, up from their previous estimate of $5.44. The consensus estimate for Cummins’ current full-year earnings is $22.57 per share. Zacks Research also issued estimates for Cummins’ Q2 2026 earnings at $6.72 EPS, FY2026 earnings at $26.86 EPS and FY2027 earnings at $26.06 EPS.

Cummins (NYSE:CMI) last posted its quarterly earnings data on Tuesday, February 4th. The company reported $5.16 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.70 by $0.46. The business had revenue of $8.45 billion during the quarter, compared to the consensus estimate of $8.06 billion. Cummins had a net margin of 11.57% and a return on equity of 27.12%. Cummins’s quarterly revenue was down 1.1% compared to the same quarter last year. During the same period in the prior year, the firm earned $4.14 EPS.

CMI has been the subject of several other research reports. Truist Financial increased their target price on Cummins from $424.00 to $425.00 and gave the company a “hold” rating in a research note on Thursday, January 16th. Barclays boosted their target price on shares of Cummins from $310.00 to $381.00 and gave the stock an “equal weight” rating in a research report on Wednesday, February 5th. Jefferies Financial Group upped their target price on shares of Cummins from $410.00 to $435.00 and gave the company a “buy” rating in a research note on Friday, December 6th. Robert W. Baird raised their price target on shares of Cummins from $395.00 to $407.00 and gave the stock a “neutral” rating in a research report on Wednesday, February 5th. Finally, Evercore ISI upped their price objective on shares of Cummins from $408.00 to $451.00 and gave the company an “outperform” rating in a research report on Wednesday. Eight research analysts have rated the stock with a hold rating and six have assigned a buy rating to the company’s stock. According to MarketBeat.com, Cummins presently has a consensus rating of “Hold” and a consensus target price of $386.67.

Cummins Trading Up 1.9 %

Shares of NYSE:CMI opened at $386.22 on Thursday. The company has a debt-to-equity ratio of 0.42, a quick ratio of 0.80 and a current ratio of 1.31. The stock’s 50-day moving average is $361.24 and its 200-day moving average is $340.82. The company has a market cap of $53.10 billion, a P/E ratio of 13.71, a P/E/G ratio of 2.13 and a beta of 1.00. Cummins has a 52-week low of $259.06 and a 52-week high of $387.90.

Cummins Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, March 6th. Investors of record on Friday, February 21st will be issued a dividend of $1.82 per share. This represents a $7.28 annualized dividend and a yield of 1.88%. The ex-dividend date of this dividend is Friday, February 21st. Cummins’s dividend payout ratio is currently 25.84%.

Institutional Trading of Cummins

Several large investors have recently added to or reduced their stakes in the company. Global Trust Asset Management LLC boosted its stake in Cummins by 59.6% in the fourth quarter. Global Trust Asset Management LLC now owns 75 shares of the company’s stock worth $26,000 after purchasing an additional 28 shares in the last quarter. KG&L Capital Management LLC lifted its position in shares of Cummins by 0.8% during the fourth quarter. KG&L Capital Management LLC now owns 3,749 shares of the company’s stock worth $1,296,000 after purchasing an additional 28 shares in the last quarter. Signaturefd LLC grew its stake in shares of Cummins by 0.9% during the fourth quarter. Signaturefd LLC now owns 3,313 shares of the company’s stock valued at $1,155,000 after purchasing an additional 28 shares during the last quarter. Fiduciary Trust Co increased its holdings in shares of Cummins by 1.2% in the fourth quarter. Fiduciary Trust Co now owns 2,456 shares of the company’s stock valued at $856,000 after purchasing an additional 28 shares in the last quarter. Finally, Massachusetts Wealth Management raised its position in Cummins by 0.6% in the 4th quarter. Massachusetts Wealth Management now owns 4,812 shares of the company’s stock worth $1,677,000 after purchasing an additional 30 shares during the last quarter. 83.46% of the stock is owned by institutional investors.

Cummins Company Profile

Cummins Inc designs, manufactures, distributes, and services diesel and natural gas engines, electric and hybrid powertrains, and related components worldwide. It operates through five segments: Engine, Distribution, Components, Power Systems, and Accelera. The company offers diesel and natural gas-powered engines under the Cummins and other customer brands for the heavy and medium-duty truck, bus, recreational vehicle, light-duty automotive, construction, mining, marine, rail, oil and gas, defense, and agricultural markets; and offers parts and services, as well as remanufactured parts and engines.