CMI

CUMMINS INC

NYSE · Engines & Turbines · Inc. IN · CIK 0000026172
$659.58 +0.59% $91.0B
Insider Selling Cluster (7 insiders)High Impact Filing (7/10)33 New Institutional Positions17 Institutional ExitsCongressional Activity (1)
Vol
Market Cap$91.0B
Cap SizeLarge Cap
Analyst ConsensusBuy (61%)
Inst. Holders50 funds
Inst. Value$37.5B
Inst. Activity33 buys / 17 sells
Insider Activity0B / 11S
Insider Net $-$2.5M
SEC Reports11
Congressional3 trades
Exchange NYSE·Sector Engines & Turbines·Inc. IN·CIK 0000026172·Prev Close $655.69

Recent Activity

May 25, 2026 dark_pool
Dark Pool: CMI — 1.0M shares, 46,510 trades
Week starting 2026-05-25. Total ATS volume: 1,011,711 shares across 46,510 trades.
May 19, 2026 SEC
Two Cummins insiders sold a combined $92K in open-market transactions over a 7-day window, representing ~0.0001% of the
CLUSTER — Impact 2/10
May 19, 2026 Insider
Merritt Brett Michael gifted 218 shares
V.P & Pres. - Engine Business
May 14, 2026 SEC
Six Cummins insiders, including the EVP of Operations and the President of Engine Business, sold a total of ~$1.74M in o
CLUSTER — Impact 3/10
May 14, 2026 SEC
Seven Cummins insiders sold a total of ~$1.80M in open-market sales over a 7-day window following the Q1 2026 earnings r
CLUSTER — Impact 3/10
May 14, 2026 Insider
JACKSON DONALD G sold 90 shares
VP - Treasury & Tax @ $712.70 ($64.1K)
May 13, 2026 Insider
Stoner Nathan R gifted 600 shares
VP - China ABO
Inst.
VOYA INVESTMENT MANAGEMENT LLC — ADD
741,935 shares ($398.7M)

Price Targets

$740.12 +12.2% upside Buy
Current $659.58 Low $520.00 Median $755.00 High $850.00 19 analysts
$520.00 $850.00

Analyst Ratings

Buy61% buy · 28 analysts
5Strong Buy
12Buy
11Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 8, 2026 UBS UPGRADE Neutral → Buy
Jun 1, 2026 Argus Research MAINTAIN Buy → Buy
May 26, 2026 Raymond James MAINTAIN Outperform → Outperform
May 7, 2026 Barclays MAINTAIN Overweight → Overweight
May 6, 2026 JP Morgan MAINTAIN Neutral → Neutral

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $7.28 ▲ +2.1% $6.92 — $8.27 13% YoY 8
Next Q $7.73 ▲ +1.5% $7.10 — $8.10 100% YoY 8
Current FY $28.20 ▲ +1.2% $27.37 — $30.49 38% YoY 8
Next FY $32.35 ▲ +2.1% $26.99 — $37.26 15% YoY 12

Top Institutional Holders

FundValueMove
BlackRock, Inc.$6.4B
VANGUARD CAPITAL MANAGEMENT LLC$4.8B
VANGUARD PORTFOLIO MANAGEMENT LLC$4.0B
STATE STREET CORP$3.7B
FMR LLC$2.9B

Recent Insider Trades

DateInsiderTypeValue
May 19, 2026Merritt BrettG$0.00
May 14, 2026JACKSON DONALDSELL$64.1K
May 13, 2026Stoner NathanG$0.00
May 13, 2026Fetch BonnieG$0.00
May 12, 2026Stone JohnA$0.00

Congressional Trades

3 members: 2 buys, 1 sells
MemberPartyTypeAmount
Jared MoskowitzDSELL$1,001 - $15,000
Joshua GottheimerDBUY$1,001 - $15,000
Julia LetlowRBUY$1,001 - $15,000
50 institutional holders with $37.5B total value (69,652,640 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 33 institutions added/increased vs 17 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.11,835,524$6.4B17.0%
2VANGUARD CAPITAL MANAGEMENT LLC8,975,971$4.8B12.9%
3VANGUARD PORTFOLIO MANAGEMENT LLC7,498,010$4.0B10.8%
4STATE STREET CORP6,807,690$3.7B9.8%
5FMR LLC5,428,312$2.9B7.8%
6MORGAN STANLEY3,066,481$1.6B4.4%
7BANK OF AMERICA CORP /DE/1,757,248$945.4M2.5%
8RAYMOND JAMES FINANCIAL INC1,495,891$802.3M2.1%
9DIMENSIONAL FUND ADVISORS LP1,397,602$751.7M2.0%
10ROYAL BANK OF CANADA1,086,048$584.3M1.6%
11Legal & General Group Plc1,004,748$540.6M1.4%
12Invesco Ltd.931,380$501.1M1.3%
13CHARLES SCHWAB INVESTMENT MANAGEMENT INC914,834$492.2M1.3%
14GOLDMAN SACHS GROUP INC886,158$476.8M1.3%
15STIFEL FINANCIAL CORP840,971$452.5M1.2%
16VANGUARD FIDUCIARY TRUST CO777,801$418.5M1.1%
17First Eagle Investment Management, LLC767,231$412.8M1.1%
18Amundi746,679$401.7M1.1%
19VOYA INVESTMENT MANAGEMENT LLC741,935$398.7M1.1%ADD +59.3%
20Nuveen, LLC711,528$382.8M1.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
VOYA INVESTMENT MANAGEMENT LLCADD465,821741,935+59.3%$398.7M2026-Q1
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCTRIM893,268626,070-29.9%$336.8M2026-Q1
DEUTSCHE BANK AG\ADD421,128553,551+31.4%$297.8M2026-Q1
AMERIPRISE FINANCIAL INCTRIM1,069,048382,379-64.2%$205.7M2026-Q1
NORDEA INVESTMENT MANAGEMENT ABTRIM546,540389,474-28.7%$204.4M2026-Q1
CANADA PENSION PLAN INVESTMENT BOARDDOUBLED176,273370,587+110.2%$199.4M2026-Q1
TD ASSET MANAGEMENT INCDOUBLED74,908364,552+386.7%$196.1M2026-Q1
LOOMIS SAYLES & CO L PTRIM503,120335,571-33.3%$180.5M2026-Q1
PRUDENTIAL FINANCIAL INCDOUBLED109,972284,811+159.0%$153.2M2026-Q1
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.DOUBLED2,915268,523+9111.8%$144.5M2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUPADD148,243192,164+29.6%$98.3M2026-Q1
Point72 Asset Management, L.P.ADD123,869182,698+47.5%$98.3M2026-Q1
TUDOR INVESTMENT CORP ET ALNEW165,221$88.9M2026-Q1
Alyeska Investment Group, L.P.DOUBLED8,762159,527+1720.7%$85.8M2026-Q1
Russell Investments Group, Ltd.ADD120,453157,688+30.9%$84.1M2026-Q1
FIRST TRUST ADVISORS LPTRIM542,796141,331-74.0%$76.0M2026-Q1
MACKENZIE FINANCIAL CORPDOUBLED60,066131,225+118.5%$70.6M2026-Q1
FIFTH THIRD BANCORPADD90,653127,418+40.6%$68.6M2026-Q1
ADAGE CAPITAL PARTNERS GP, L.L.C.TRIM209,666123,766-41.0%$66.6M2026-Q1
Korea Investment CORPTRIM158,430114,505-27.7%$61.6M2026-Q1
LAZARD ASSET MANAGEMENT LLCDOUBLED19,718110,075+458.2%$59.2M2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLCNEW108,301$58.3M2026-Q1
ING GROEP NVDOUBLED18,839107,919+472.8%$58.1M2026-Q1
PANAGORA ASSET MANAGEMENT INCDOUBLED31,10287,272+180.6%$47.0M2026-Q1
CREDIT AGRICOLE S ADOUBLED34,40186,177+150.5%$46.4M2026-Q1
27 unique insiders with 50 transactions. Net insider value: -$2.5M ($0.00 bought, $2.5M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 19, 2026Merritt Brett MichaelV.P & Pres. - Engine BusinessGIFT218
May 14, 2026JACKSON DONALD GVP - Treasury & TaxSELL90$712.70$64.1K
May 13, 2026Stoner Nathan RVP - China ABOGIFT600
May 13, 2026Fetch Bonnie JEVP & President - OperationsGIFT155
May 12, 2026Stone John HDirectorAWARD306
May 12, 2026Tsien MatthewDirectorAWARD306
May 12, 2026Di Leo Allen Bruno VDirectorAWARD306
May 12, 2026Bush Jennifer MaryVP & Pres. - Power SystemsSELL40$699.10$28.0K
May 12, 2026Quintos Karen HDirectorAWARD306
May 12, 2026Nelson Kimberly ADirectorAWARD306
May 12, 2026MILLER WILLIAM IDirectorAWARD306
May 12, 2026Harris Carla ADirectorAWARD306
May 12, 2026LYNCH THOMAS JDirectorAWARD306
May 12, 2026Fisher Daniel WilliamDirectorAWARD306
May 12, 2026Belske Gary LDirectorAWARD306
May 11, 2026Boakye MarvinVP - CHROGIFT150
May 11, 2026Stoner Nathan RVP - China ABOSELL607$694.06$421.3K
May 11, 2026Fetch Bonnie JEVP & President - OperationsSELL652$700.19$456.5K
May 11, 2026Merritt Brett MichaelV.P & Pres. - Engine BusinessSELL701.498$688.75$483.2K
May 11, 2026Fetch Bonnie JEVP & President - OperationsSELL642.823$702.66$451.7K
May 8, 2026Lamb-Hale NicoleVP, CAO & Corporate SecretarySELL280$685.63$192.0K
May 8, 2026Boakye MarvinVP - CHROSELL240$682.62$163.8K
Apr 1, 2026Lamb-Hale NicoleVP, CLO & Corporate SecretaryAWARD290
Mar 3, 2026Davis Amy RochelleVP & Pres. - Accelera and ComSELL120$565.92$67.9K
Mar 1, 2026Gaidoo John OVP and Chief Legal OfficerAWARD1,296
Mar 1, 2026Boakye MarvinVP - Chief Human Resources OffAWARD7,056
Mar 1, 2026Davis Amy RochelleVP & Pres. - Accelera and ComAWARD5,181
Mar 1, 2026Wood Jonathan DavidVice President & CTOAWARD1,888
Mar 1, 2026Newsome EarlVP - Chief Information OfficerAWARD2,832
Mar 1, 2026Lamb-Hale NicoleVP, CLO & Corporate SecretaryAWARD7,056
Mar 1, 2026Wright Benjamin G.VP and President Dist BusinessAWARD1,648
Mar 1, 2026JACKSON DONALD GVP - Treasury & TaxAWARD2,832
Mar 1, 2026Smith Mark AndrewVP - Chief Financial OfficerAWARD14,128
Mar 1, 2026Merritt Brett MichaelV.P & Pres. - Engine BusinessAWARD2,832
Mar 1, 2026RUMSEY JENNIFERChair and CEOAWARD44,736
Mar 1, 2026Bush Jennifer MaryVP & Pres. - Power SystemsAWARD5,648
Mar 1, 2026Wiltrout Jeffrey TVP - Corporate StrategyAWARD3,056
Mar 1, 2026Enright RobertVP - Supply ChainAWARD1,056
Mar 1, 2026Peters Luther EVP - Corporate ControllerAWARD1,888
Mar 1, 2026Stoner Nathan RVP - China ABOAWARD4,480
Mar 1, 2026Stoner Nathan RVP - China ABOTAX W/H2,021$583.87$1.2M
Mar 1, 2026Fetch Bonnie JEVP & President - OperationsAWARD3,296
Feb 24, 2026Fetch Bonnie JEVP & President - OperationsI947.966$600.48$569.2K
Feb 24, 2026JACKSON DONALD GVP - Treasury & TaxEXERCISE1,600$142.12$227.4K
Feb 23, 2026Davis Amy RochelleVP & Pres. - Accelera and ComSELL80$588.37$47.1K
Feb 23, 2026Newsome EarlVP - Chief Information OfficerSELL217$584.43$126.8K
Feb 19, 2026Wright Benjamin G.VP and President Dist BusinessAWARD553
Feb 19, 2026Wright Benjamin G.VP and President Dist BusinessTAX W/H172$596.91$102.7K
Feb 19, 2026Bush Jennifer MaryVP & Pres. - Power SystemsTAX W/H1,288$596.91$768.8K
Feb 19, 2026Fetch Bonnie JEVP & President - OperationsAWARD2,082
11 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 10 neutral. Avg impact: 3.0/10.

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (61% buy). Based on 28 analysts: 5 strong buy, 12 buy, 11 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$740.12 mean target +12.2% upside Buy (1.95)
$520.00 Low $850.00 High
MetricValue
Current Price$659.58
Target Low$520.00
Target Mean$740.12
Target Median$755.00
Target High$850.00
# Analysts19
RecommendationBuy (1.95)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$7.28 $6.92 $8.27 13.2% +2.1% 7↑ 0↓ $9.4B 8.3% 8
Next Q
2026-09-30
$7.73 $7.10 $8.10 100.2% +1.5% 7↑ 0↓ $9.6B 15.4% 8
Current FY
2026-12-31
$28.20 $27.37 $30.49 37.6% +1.2% 7↑ 0↓ $37.3B 10.7% 8
Next FY
2027-12-31
$32.35 $26.99 $37.26 14.7% +2.1% 8↑ 0↓ $40.0B 7.4% 12

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$7.278
7d ago$7.123+0.155
30d ago$7.128+0.150
60d ago$6.475+0.803
90d ago$6.496+0.782
12 analyst firms have rated this stock: 4 upgrades, 1 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 8, 2026 UBS UPGRADE Neutral Buy
Jun 1, 2026 Argus Research MAINTAIN Buy Buy
May 26, 2026 Raymond James MAINTAIN Outperform Outperform
May 7, 2026 Barclays MAINTAIN Overweight Overweight
May 6, 2026 JP Morgan MAINTAIN Neutral Neutral
May 6, 2026 Citigroup MAINTAIN Buy Buy
May 6, 2026 Morgan Stanley MAINTAIN Overweight Overweight
May 6, 2026 Wells Fargo MAINTAIN Overweight Overweight
Apr 20, 2026 Truist Securities MAINTAIN Buy Buy
Apr 13, 2026 Citigroup MAINTAIN Buy Buy
Apr 13, 2026 Wells Fargo MAINTAIN Overweight Overweight
Feb 23, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Feb 9, 2026 Raymond James MAINTAIN Outperform Outperform
Feb 9, 2026 Freedom Broker UPGRADE Hold Buy
Feb 6, 2026 Truist Securities REITERATE Buy Buy
Jan 26, 2026 Wolfe Research DOWNGRADE Outperform Peer Perform
Jan 23, 2026 Barclays MAINTAIN Overweight Overweight
Jan 23, 2026 Wells Fargo MAINTAIN Overweight Overweight
Jan 14, 2026 JP Morgan MAINTAIN Neutral Neutral
Jan 13, 2026 Citigroup MAINTAIN Buy Buy
Dec 22, 2025 Raymond James UPGRADE Market Perform Outperform
Dec 19, 2025 Barclays UPGRADE Equal-Weight Overweight
Dec 18, 2025 Truist Securities MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 2026512110061%
May 1, 2026511120057%
Apr 1, 2026510120056%
Mar 1, 2026511110059%
Feb 1, 2026510120056%
Jan 1, 2026610110059%
Strong BuyBuyHoldSellStrong Sell
3 members of Congress traded this stock: 2 buys, 1 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Mar 31, 2026Jared MoskowitzDHOUSESELL$1,001 - $15,000Cummins IncMay 1, 2026 (32d)
Feb 5, 2026Joshua GottheimerDHOUSEBUY$1,001 - $15,000Cummins IncMar 17, 2026 (41d)
Feb 4, 2026Julia LetlowRHOUSEBUY$1,001 - $15,000Cummins IncMar 13, 2026 (38d)

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 25, 2026
dark_pool
Dark Pool: CMI — 1.0M shares, 46,510 trades
Week starting 2026-05-25. Total ATS volume: 1,011,711 shares across 46,510 trades.
May 21, 2026
short_volume
Short Volume: CMI — 57.2% short (0.3M / 0.5M)
Short: 309,220 | Exempt: 84 | TRF Vol: 540,175 | Short Ratio: 57.2% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: CMI — 1.6M shares, 62,043 trades
Week starting 2026-05-18. Total ATS volume: 1,580,729 shares across 62,043 trades.
May 13, 2026
short_interest
FTD: CMI — 14,844 shares ($10.5M) failed to deliver
Settlement: 20260513, Price: $704.56, FTD Value: $10,458,488.64, CUMMINS INC
May 11, 2026
dark_pool
Dark Pool: CMI — 1.3M shares, 49,880 trades
Week starting 2026-05-11. Total ATS volume: 1,262,348 shares across 49,880 trades.
May 5, 2026
earnings_calendar
CMI Q1 2026 Earnings Before Market Open — 2026-05-05
May 4, 2026
dark_pool
Dark Pool: CMI — 2.0M shares, 65,857 trades
Week starting 2026-05-04. Total ATS volume: 1,963,999 shares across 65,857 trades.
Apr 27, 2026
dark_pool
Dark Pool: CMI — 0.9M shares, 42,518 trades
Week starting 2026-04-27. Total ATS volume: 915,609 shares across 42,518 trades.
Apr 20, 2026
dark_pool
Dark Pool: CMI — 1.3M shares, 46,048 trades
Week starting 2026-04-20. Total ATS volume: 1,253,622 shares across 46,048 trades.
Apr 13, 2026
dark_pool
Dark Pool: CMI — 1.4M shares, 51,589 trades
Week starting 2026-04-13. Total ATS volume: 1,388,984 shares across 51,589 trades.
Apr 6, 2026
dark_pool
Dark Pool: CMI — 0.9M shares, 47,583 trades
Week starting 2026-04-06. Total ATS volume: 886,994 shares across 47,583 trades.
Mar 30, 2026
dark_pool
Dark Pool: CMI — 0.8M shares, 37,205 trades
Week starting 2026-03-30. Total ATS volume: 802,461 shares across 37,205 trades.
Mar 23, 2026
dark_pool
Dark Pool: CMI — 1.1M shares, 45,921 trades
Week starting 2026-03-23. Total ATS volume: 1,141,289 shares across 45,921 trades.
Mar 16, 2026
dark_pool
Dark Pool: CMI — 0.8M shares, 38,745 trades
Week starting 2026-03-16. Total ATS volume: 832,590 shares across 38,745 trades.
Mar 16, 2026
short_interest
FTD: CMI — 11,315 shares ($6.1M) failed to deliver
Settlement: 20260316, Price: $535.71, FTD Value: $6,061,558.65, CUMMINS INC