CMI

CUMMINS INC

NYSE · Engines & Turbines · Inc. IN · CIK 0000026172
$672.68 +3.30% $92.3B
Insider Selling Cluster (7 insiders)High Impact Filing (7/10)Congressional Activity (1)
Vol
Market Cap$92.3B
Cap SizeLarge Cap
Analyst ConsensusBuy (61%)
Inst. Holders9 funds
Inst. Value$16.1B
Inst. Activity2 buys / 2 sells
Insider Activity0B / 11S
Insider Net $-$2.5M
SEC Reports11
Congressional3 trades
Exchange NYSE·Sector Engines & Turbines·Inc. IN·CIK 0000026172·Prev Close $651.22

Recent Activity

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
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 sold 218 shares
V.P & Pres. - Engine Business @ $0.00 ($0.00)
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 sold 600 shares
VP - China ABO @ $0.00 ($0.00)
Inst.
FMR LLC — ADD
5,649,245 shares ($2.9B)

Price Targets

$740.12 +10.6% upside Buy
Current $669.23 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 $7.26 ▲ +0.9% $6.92 — $8.27 13% YoY 8
Next Q $7.79 ▲ +2.3% $7.10 — $8.45 102% YoY 8
Current FY $28.16 ▼ -0.9% $27.37 — $30.49 37% YoY 8
Next FY $32.21 $26.99 — $37.26 14% YoY 12

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$9.1B
FMR LLC$2.9BADD
MORGAN STANLEY$1.7B
NORGES BANK$863.4MNEW
BANK OF AMERICA CORP$835.2MADD

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
9 institutional holders with $16.1B total value (31,460,149 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, MORGAN.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC17,746,775$9.1B56.4%
2FMR LLC5,649,245$2.9B18.0%ADD +37.3%
3MORGAN STANLEY3,234,236$1.7B10.3%
4NORGES BANK1,691,530$863.4M5.4%NEW
5BANK OF AMERICA CORP /DE/1,636,146$835.2M5.2%ADD +57.9%
6CHARLES SCHWAB INVESTMENT MANAGEMENT INC899,129$459.0M2.9%NEW
7WELLS FARGO & COMPANY/MN587,494$299.9M1.9%ADD +42.5%
8TWO SIGMA INVESTMENTS, LP10,894$5.6M0.0%NEAR_EXIT -88.9%
9Olstein Capital Management, L.P.4,700$2.4K0.0%TRIM -40.9%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FMR LLCADD4,114,8845,649,245+37.3%$2.9B2025-Q4
NORGES BANKNEW1,691,530$863.4M2025-Q4
Olstein Capital Management, L.P.TRIM7,9504,700-40.9%$2.4K2025-Q4
RENAISSANCE TECHNOLOGIES LLCEXIT52,2000-100.0%$0.002025-Q4
FMR LLCDOUBLED1,175,1594,114,884+250.2%$1.7B2025-Q3
BANK OF AMERICA CORP /DE/ADD1,045,8701,651,752+57.9%$697.7M2025-Q3
UBS Group AGTRIM899,071605,234-32.7%$255.6M2025-Q3
WELLS FARGO & COMPANY/MNADD333,962475,818+42.5%$201.0M2025-Q3
RENAISSANCE TECHNOLOGIES LLCDOUBLED16,20052,200+222.2%$22.0M2025-Q3
TWO SIGMA INVESTMENTS, LPNEAR_EXIT97,90310,894-88.9%$4.6M2025-Q3
Olstein Capital Management, L.P.TRIM13,5007,950-41.1%$3.4K2025-Q3
NORGES BANKEXIT1,544,8570-100.0%$0.002025-Q3
NORGES BANKNEW1,544,857$505.9M2025-Q2
TWO SIGMA INVESTMENTS, LPDOUBLED6,52697,903+1400.2%$32.1M2025-Q2
RENAISSANCE TECHNOLOGIES LLCTRIM38,10016,200-57.5%$5.3M2025-Q2
CITADEL ADVISORS LLCTRIM582,512201,761-65.4%$63.2M2025-Q1
RENAISSANCE TECHNOLOGIES LLCNEW38,100$11.9M2025-Q1
NORGES BANKEXIT1,432,8470-100.0%$0.002025-Q1
Olstein Capital Management, L.P.TRIM25,00011,250-55.0%$3.9K2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW866,715$280.6M2024-Q3
27 unique insiders with 11 transactions. Net insider value: -$2.5M ($0.00 bought, $2.5M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 19, 2026Merritt Brett MichaelV.P & Pres. - Engine BusinessG218$0.00$0.00
May 14, 2026JACKSON DONALD GVP - Treasury & TaxSELL90$712.70$64.1K
May 13, 2026Stoner Nathan RVP - China ABOG600$0.00$0.00
May 13, 2026Fetch Bonnie JEVP & President - OperationsG155$0.00$0.00
May 12, 2026Stone John HDirectorA306$0.00$0.00
May 12, 2026Tsien MatthewDirectorA306$0.00$0.00
May 12, 2026Di Leo Allen Bruno VDirectorA306$0.00$0.00
May 12, 2026Bush Jennifer MaryVP & Pres. - Power SystemsSELL40$699.10$28.0K
May 12, 2026Quintos Karen HDirectorA306$0.00$0.00
May 12, 2026Nelson Kimberly ADirectorA306$0.00$0.00
May 12, 2026MILLER WILLIAM IDirectorA306$0.00$0.00
May 12, 2026Harris Carla ADirectorA306$0.00$0.00
May 12, 2026LYNCH THOMAS JDirectorA306$0.00$0.00
May 12, 2026Fisher Daniel WilliamDirectorA306$0.00$0.00
May 12, 2026Belske Gary LDirectorA306$0.00$0.00
May 11, 2026Boakye MarvinVP - CHROG150$0.00$0.00
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 SecretaryA290$0.00$0.00
Mar 3, 2026Davis Amy RochelleVP & Pres. - Accelera and ComSELL120$565.92$67.9K
Mar 1, 2026Gaidoo John OVP and Chief Legal OfficerA1,296$0.00$0.00
Mar 1, 2026Boakye MarvinVP - Chief Human Resources OffA7,056$0.00$0.00
Mar 1, 2026Davis Amy RochelleVP & Pres. - Accelera and ComA5,181$0.00$0.00
Mar 1, 2026Wood Jonathan DavidVice President & CTOA1,888$0.00$0.00
Mar 1, 2026Newsome EarlVP - Chief Information OfficerA2,832$0.00$0.00
Mar 1, 2026Lamb-Hale NicoleVP, CLO & Corporate SecretaryA7,056$0.00$0.00
Mar 1, 2026Wright Benjamin G.VP and President Dist BusinessA1,648$0.00$0.00
Mar 1, 2026JACKSON DONALD GVP - Treasury & TaxA2,832$0.00$0.00
Mar 1, 2026Smith Mark AndrewVP - Chief Financial OfficerA14,128$0.00$0.00
Mar 1, 2026Merritt Brett MichaelV.P & Pres. - Engine BusinessA2,832$0.00$0.00
Mar 1, 2026RUMSEY JENNIFERChair and CEOA44,736$0.00$0.00
Mar 1, 2026Bush Jennifer MaryVP & Pres. - Power SystemsA5,648$0.00$0.00
Mar 1, 2026Wiltrout Jeffrey TVP - Corporate StrategyA3,056$0.00$0.00
Mar 1, 2026Enright RobertVP - Supply ChainA1,056$0.00$0.00
Mar 1, 2026Peters Luther EVP - Corporate ControllerA1,888$0.00$0.00
Mar 1, 2026Stoner Nathan RVP - China ABOA4,480$0.00$0.00
Mar 1, 2026Stoner Nathan RVP - China ABOF2,021$583.87$1.2M
Mar 1, 2026Fetch Bonnie JEVP & President - OperationsA3,296$0.00$0.00
Feb 24, 2026Fetch Bonnie JEVP & President - OperationsI947.966$600.48$569.2K
Feb 24, 2026JACKSON DONALD GVP - Treasury & TaxM1,600$142.12$227.4K
Feb 24, 2026JACKSON DONALD GVP - Treasury & TaxM1,600$0.00$0.00
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 BusinessA553$0.00$0.00
Feb 19, 2026Wright Benjamin G.VP and President Dist BusinessF172$596.91$102.7K
Feb 19, 2026Bush Jennifer MaryVP & Pres. - Power SystemsF1,288$596.91$768.8K
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 +10.6% upside Buy (2.05)
$520.00 Low $850.00 High
MetricValue
Current Price$669.23
Target Low$520.00
Target Mean$740.12
Target Median$755.00
Target High$850.00
# Analysts19
RecommendationBuy (2.05)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$7.26 $6.92 $8.27 12.9% +0.9% 7↑ 0↓ $9.4B 8.3% 8
Next Q
2026-09-30
$7.79 $7.10 $8.45 101.8% +2.3% 7↑ 0↓ $9.6B 15.3% 8
Current FY
2026-12-31
$28.16 $27.37 $30.49 37.4% -0.9% 7↑ 0↓ $37.2B 10.6% 8
Next FY
2027-12-31
$32.21 $26.99 $37.26 14.4% +0.3% 8↑ 0↓ $39.9B 7.3% 12

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$7.259
7d ago$7.267-0.007
30d ago$7.192+0.067
60d ago$6.474+0.785
90d ago$6.496+0.763
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 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
Mar 9, 2026
dark_pool
Dark Pool: CMI — 1.1M shares, 47,081 trades
Week starting 2026-03-09. Total ATS volume: 1,104,626 shares across 47,081 trades.