CMI CUMMINS INC
Price Chart
Executive Summary
Seven Cummins insiders sold a total of ~$1.80M in open-market sales over a 7-day window following the Q1 2026 earnings release. The sales are modest relative to the $97.9B market cap (~0.002%), and the cluster includes multiple C-suite executives (EVP Operations, VP Engine Business, VP China ABO). However, the dollar value is trivial for a company of this size, and the sales follow a quarterly earnings beat on guidance, making them likely liquidity/vesting-driven rather than informed selling.
Key Financial Metrics
Actionable Insight
The insider selling is immaterial in both absolute and relative terms. Monitor for any unusual acceleration in selling volume or C-suite departures, but this cluster alone does not warrant a bearish read. The raised guidance from the May 5 earnings release remains the dominant signal.
Key Facts
- Total open-market sales: ~$1.80M across 7 insiders over 7 days
- Sales represent ~0.002% of Cummins' $97.9B market cap — well below the 0.1% materiality threshold
- Cluster follows Q1 2026 earnings (May 5) where the company raised full-year revenue and EBITDA guidance
- No insider purchases in the cluster; all open-market activity is selling
- Non-cash grants (306 shares each) to 9 directors on May 12 are routine compensation — no economic signal
- C-suite sellers include EVP & President - Operations, VP & Pres. - Engine Business, and VP - China ABO
Financial Impact
Total insider sales of ~$1.80M, or ~0.002% of market cap
Risk Factors
- Insider selling could accelerate if Q2 2026 results disappoint relative to raised guidance
- Data center power generation demand may moderate, affecting the Power Systems segment that drove the guidance raise
Market Snapshot
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-CMI-1778784766988 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
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May 14, 2026
29d ago
|
Insider Cluster
| $715.24 $636.06 | ▼ −11.07% | ▼ −10.35% | $659.58 (−7.78%) |
|
May 8, 2026
5w ago
|
Insider Cluster
| $679.55 $716.45 | ▲ +5.43% | ▲ +3.97% | $659.58 (−2.94%) |
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May 8, 2026
5w ago
|
Insider Cluster
| $679.55 $716.45 | ▲ +5.43% | ▲ +3.97% | $659.58 (−2.94%) |
|
May 8, 2026
5w ago
|
Insider Cluster
| $677.23 $716.45 | ▲ +5.79% | ▲ +4.33% | $659.58 (−2.61%) |
|
May 8, 2026
5w ago
|
Insider Cluster
| $707.96 $669.40 | ▼ −5.45% | ▼ −5.31% | $659.58 (−6.83%) |
|
May 8, 2026
5w ago
|
Insider Cluster
| $677.23 $716.45 | ▲ +5.79% | ▲ +4.33% | $659.58 (−2.61%) |
|
May 8, 2026
5w ago
|
Insider Cluster
| $677.23 $716.45 | ▲ +5.79% | ▲ +4.33% | $659.58 (−2.61%) |
|
May 8, 2026
5w ago
|
Insider Cluster
| $677.23 $716.45 | ▲ +5.79% | ▲ +4.33% | $659.58 (−2.61%) |
|
May 8, 2026
5w ago
|
Insider Cluster
| $677.23 $716.45 | ▲ +5.79% | ▲ +4.33% | $659.58 (−2.61%) |
|
May 8, 2026
5w ago
|
Insider Cluster
| $677.23 $716.45 | ▲ +5.79% | ▲ +4.33% | $659.58 (−2.61%) |
US Market Status
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