Prime Capital Investment Advisors LLC Buys 1,250 Shares of Cummins Inc. $CMI

Prime Capital Investment Advisors LLC lifted its stake in Cummins Inc. (NYSE:CMI) by 17.1% in the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 8,549 shares of the company’s stock after purchasing an additional 1,250 shares during the quarter. Prime Capital Investment Advisors LLC’s holdings in Cummins were worth $3,611,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Motley Fool Asset Management LLC lifted its holdings in shares of Cummins by 9.7% during the 2nd quarter. Motley Fool Asset Management LLC now owns 7,018 shares of the company’s stock valued at $2,298,000 after purchasing an additional 623 shares during the last quarter. Applied Finance Capital Management LLC increased its position in Cummins by 14.4% during the 2nd quarter. Applied Finance Capital Management LLC now owns 60,797 shares of the company’s stock valued at $19,910,000 after buying an additional 7,656 shares in the last quarter. Mirae Asset Global Investments Co. Ltd. raised its stake in Cummins by 8.4% in the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 31,031 shares of the company’s stock valued at $13,107,000 after buying an additional 2,417 shares during the last quarter. New York State Teachers Retirement System boosted its holdings in Cummins by 2.1% in the third quarter. New York State Teachers Retirement System now owns 111,911 shares of the company’s stock worth $47,268,000 after acquiring an additional 2,305 shares in the last quarter. Finally, Bailard Inc. grew its stake in shares of Cummins by 7.2% during the third quarter. Bailard Inc. now owns 59,830 shares of the company’s stock worth $25,270,000 after acquiring an additional 4,035 shares during the last quarter. Hedge funds and other institutional investors own 83.46% of the company’s stock.

Cummins Price Performance

Shares of CMI opened at $577.15 on Friday. The business’s 50-day moving average is $541.01 and its two-hundred day moving average is $461.99. The company has a market capitalization of $79.67 billion, a P/E ratio of 28.13, a P/E/G ratio of 2.03 and a beta of 1.13. Cummins Inc. has a fifty-two week low of $260.02 and a fifty-two week high of $617.98. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.11 and a current ratio of 1.76.

Cummins (NYSE:CMI) last issued its earnings results on Thursday, February 5th. The company reported $5.81 EPS for the quarter, topping analysts’ consensus estimates of $5.17 by $0.64. The firm had revenue of $8.54 billion for the quarter, compared to the consensus estimate of $8.09 billion. Cummins had a return on equity of 25.71% and a net margin of 8.44%.The company’s revenue was up 1.1% compared to the same quarter last year. During the same quarter in the prior year, the business earned $5.16 earnings per share. Research analysts predict that Cummins Inc. will post 22.54 earnings per share for the current year.

Insider Buying and Selling

In related news, CEO Jennifer Rumsey sold 4,570 shares of the firm’s stock in a transaction on Tuesday, November 11th. The shares were sold at an average price of $473.89, for a total transaction of $2,165,677.30. Following the sale, the chief executive officer owned 42,880 shares in the company, valued at approximately $20,320,403.20. This trade represents a 9.63% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Brett Michael Merritt sold 1,450 shares of Cummins stock in a transaction on Tuesday, November 25th. The shares were sold at an average price of $489.32, for a total transaction of $709,514.00. Following the completion of the transaction, the insider directly owned 9,271 shares of the company’s stock, valued at $4,536,485.72. The trade was a 13.52% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.41% of the stock is owned by company insiders.

Key Cummins News

Here are the key news stories impacting Cummins this week:

• Positive Sentiment: Q4 beats: Cummins reported $5.81 EPS and $8.54B revenue—both above consensus—driven by better-than-expected results that support near-term earnings visibility. Cummins (CMI) Tops Q4 Earnings and Revenue Estimates
• Positive Sentiment: Power Systems strength and monetization: Power Systems drove a surge in EBITDA margin, and the company monetized data‑center related assets, cushioning the hit from restructuring. These operational wins support cash generation and margins. Cummins Takes $458 Million Accelera Hit But Cashes In On Data Centers
• Positive Sentiment: Cummins India posted higher quarterly profit on lower expenses, showing regional operational resilience that partially offsets global headwinds. Cummins India’s quarterly profit rises on lower expenses
• Neutral Sentiment: Company materials: The earnings call transcript and slide deck provide management commentary on strategy, the Accelera review, and margin outlook—useful for assessing execution risk and the FY‑26 assumptions. Cummins Inc. (CMI) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Legal notice: A class action settlement reminder was announced—monitor for any potential cash or disclosure impacts, but this is procedural at this stage. The Rosen Law Firm Reminder of Proposed Class Action Settlement
• Negative Sentiment: Accelera charge: Cummins recorded a roughly $458M charge related to the Accelera strategic review—this one‑time hit reduces reported profitability and introduced execution uncertainty around that business. Cummins posts slight rise in revenue, records charges on Accelera strategic review
• Negative Sentiment: FY‑2026 guidance cautiousness: Management issued FY‑2026 revenue and margin guidance (revenue range ~$34.7B–$36.4B) that markets parsed as conservative on margins/earnings, sparking downward revision of near‑term expectations. Cummins (CMI) Is Down 7.4% After Issuing 2026 Revenue and Margin Guidance – What’s Changed
• Negative Sentiment: Mixed read on cash flow vs. results: Some analysts describe the quarter as “mixed” — beats offset by charges and guidance that leave free‑cash‑flow and margin trajectory uncertain for 2026. That narrative can pressure the stock until clarity returns. Cummins Q4: Mixed Results Overshadow Cash Flow Generation For The Year

Wall Street Analysts Forecast Growth

Several brokerages recently commented on CMI. Morgan Stanley reaffirmed an “overweight” rating and issued a $675.00 price objective on shares of Cummins in a research report on Friday. Wall Street Zen upgraded shares of Cummins from a “hold” rating to a “buy” rating in a research note on Saturday, November 15th. Barclays boosted their price objective on shares of Cummins from $546.00 to $610.00 and gave the company an “overweight” rating in a report on Friday, January 23rd. Sanford C. Bernstein set a $600.00 target price on Cummins and gave the stock a “market perform” rating in a research note on Friday. Finally, Raymond James Financial upgraded Cummins from a “market perform” rating to an “outperform” rating and set a $585.00 price target on the stock in a research note on Monday, December 22nd. Eleven analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $574.73.

Cummins Company Profile

Cummins Inc (NYSE: CMI) is a global power technology company that designs, manufactures, distributes and services a broad portfolio of diesel and natural gas engines, electrified powertrains, power generation systems and related components. Founded in 1919 and headquartered in Columbus, Indiana, Cummins has grown into one of the world’s leading suppliers of internal combustion engines and a provider of technologies that reduce emissions and improve fuel efficiency.

The company’s product lineup includes heavy-, medium- and light-duty engines for on-highway and off-highway applications, generator sets and power systems for commercial and industrial use, and key engine components such as turbochargers, fuel systems, air handling, filtration and aftertreatment solutions.