Equities Analysts Issue Forecasts for Cummins Q4 Earnings

Cummins Inc. (NYSE:CMI) – Research analysts at Zacks Research increased their Q4 2025 earnings per share (EPS) estimates for Cummins in a note issued to investors 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 forecast 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.

CMI has been the topic of several other reports. Barclays increased their price target on Cummins from $310.00 to $381.00 and gave the company an “equal weight” rating in a report on Wednesday, February 5th. Robert W. Baird increased their target price on Cummins from $395.00 to $407.00 and gave the company a “neutral” rating in a report on Wednesday, February 5th. Vertical Research cut Cummins from a “buy” rating to a “hold” rating and set a $350.00 target price on the stock. in a research report on Wednesday, November 6th. Bank of America raised shares of Cummins from an “underperform” rating to a “neutral” rating and upped their price target for the company from $354.00 to $358.00 in a research report on Tuesday, January 14th. Finally, StockNews.com downgraded shares of Cummins from a “strong-buy” rating to a “buy” rating in a report on Thursday, February 6th. Eight research analysts have rated the stock with a hold rating and six have given a buy rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Hold” and an average target price of $386.67.

Cummins Stock Down 0.3 %

Shares of Cummins stock opened at $384.73 on Thursday. Cummins has a twelve month low of $259.06 and a twelve month high of $387.90. The company has a quick ratio of 0.80, a current ratio of 1.31 and a debt-to-equity ratio of 0.42. The company’s 50 day moving average is $361.52 and its 200 day moving average is $341.12. The company has a market cap of $52.89 billion, a price-to-earnings ratio of 13.66, a price-to-earnings-growth ratio of 2.16 and a beta of 1.00.

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

Cummins Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, March 6th. Investors of record on Friday, February 21st will be paid a dividend of $1.82 per share. This represents a $7.28 dividend on an annualized basis and a dividend yield of 1.89%. The ex-dividend date is Friday, February 21st. Cummins’s dividend payout ratio (DPR) is 25.84%.

Institutional Investors Weigh In On Cummins

A number of institutional investors have recently bought and sold shares of the business. Global Trust Asset Management LLC boosted its stake in shares of 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 acquiring an additional 28 shares during the period. BankPlus Trust Department purchased a new position in shares of Cummins in the fourth quarter worth $26,000. Compass Financial Services Inc bought a new position in shares of Cummins during the fourth quarter worth $27,000. Meeder Asset Management Inc. grew its stake in Cummins by 208.0% during the fourth quarter. Meeder Asset Management Inc. now owns 77 shares of the company’s stock valued at $27,000 after acquiring an additional 52 shares in the last quarter. Finally, TCTC Holdings LLC bought a new stake in Cummins in the 4th quarter valued at $28,000. Hedge funds and other institutional investors own 83.46% of the company’s stock.

About Cummins

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.