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Payden & Rygel Increases Cummins Stake by 35.1% as Q1 Earnings Beat Expectations

Cummins Sees Institutional Buying, Insider Selling as EPS Beats Expectations

Northern Mutual Wealth Management Increases Stake in Cummins by 10,317.7% in Q4, Holdings Valued at $1.25 Billion

Analysts Raise Cummins Stock Price Target to $758.05, Maintain Buy Rating

Independent Advisor Alliance Significantly Increases Stake in Cummins, Strong Earnings Draw Analyst Upgrades

Jennifer Mary Bush sold 5,000 shares of Cummins stock

FactSet Raises Target Price Valuation for Cummins

ASR Vermogensbeheer N.V. reduces holdings in Cummins

Cummins Beats EPS Estimates and Raises Full-Year Guidance

Jefferies Raises Cummins' Target Price to $775

JPMorgan Raises Cummins Target Price to $725

Cummins released FY2026 Q1 earnings on May 5 Pre-Market (EST), actual revenue USD 8.398 B (forecast USD 8.366 B), actual EPS USD 4.71 (forecast USD 5.549)

Cummins Reports Q1 2026 Net Income Down 21%, Raises Full-Year Revenue Outlook

Cummins Reports Strong Q1 2026 Operations and Upgrades Full-Year Outlook

Principal Financial Group Inc. decreases stake in Cummins Inc.

CUMMINS Clean Fuel Technology Launches New Type 4 CNG Tank

Cummins to Release FY2026 Q1 Earnings on May 5 Pre-Market EST, Forecast Revenue USD 8.346 B, EPS USD 5.549

Verdence Capital Advisors LLC Increases Holdings in Cummins

HighRoad Wealth Advisors LLC Acquired New Shares of Cummins Inc.

Bernstein analyst maintains Cummins' hold rating

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Ex Date: 2026.05.22 (EST), Cash dividend 2 USD

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Teradyne Inc. (TER) shares fell 4.98% to $321.05 on Monday, marking the third consecutive day of losses. The stock is currently 23.94% below its 52-week high of $422.11. In comparison, Keysight Technologies Inc. dropped 2.44%, Fortive Corp. rose 0.49%, and Cohu Inc. fell 6.24%. The overall market saw mixed results with the Dow Jones up 0.32% and the S&P 500 down 0.07%.

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Teradyne Inc. Stock Underperforms Monday When Compared To Competitors

Payden & Rygel increased its stake in Cummins Inc. (NYSE:CMI) by 35.1% in Q4, owning 31,200 shares valued at $15.93 million. Other institutional investors also adjusted their positions. Cummins reported Q1 earnings of $6.15 EPS, exceeding estimates, with a revenue of $8.40 billion. The company announced a quarterly dividend of $2.00, yielding 1.2%. Analysts have mixed ratings, with Barclays raising the target price to $760.00.

Market Beat

Barclays

Payden & Rygel Grows Stake in Cummins Inc. $CMI

GLOBALT Investments LLC GA invested approximately $2.91 million in Cummins Inc. by acquiring 5,701 shares during the fourth quarter. Other institutional investors also increased their stakes in Cummins. Recent insider sales included VP Marvin Boakye selling 3,481 shares and VP Jennifer Mary Bush selling 5,000 shares. Analysts have mixed ratings on Cummins, with a consensus target price of $677.87. The stock opened at $698.36, with a market cap of $96.37 billion and a recent EPS of $6.15, exceeding estimates.

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UBS Group AG

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GLOBALT Investments LLC GA Makes New $2.91 Million Investment in Cummins Inc. $CMI

Northwestern Mutual Wealth Management Co. increased its stake in Cummins Inc. (NYSE:CMI) by 10,317.7% in Q4, owning 2,458,475 shares after purchasing 2,434,876 shares. Cummins represents 0.6% of its holdings, valued at approximately $1.25 billion. Other institutional investors also raised their positions. Cummins reported Q1 earnings of $6.15 per share, exceeding estimates, with a revenue of $8.40 billion. The company announced a quarterly dividend of $2.00 per share, with a yield of 1.1%.

Bank of NY Mellon

BANK OF NEW YORK MELLON CORP DEP SHS REPG 1/4000TH INT SER K PFD

Cummins Inc. $CMI Shares Purchased by Northwestern Mutual Wealth Management Co.

Cummins Inc.'s stock price target has been raised to $758.05, indicating a 9% upside from the previous target of $740.93. Analysts' forecasts range from $675 to $845 per share. The consensus rating remains 'Buy' with 13 Buys, 9 Holds, and 1 Sell among 23 analysts.

TradingView

Factset Research

Cummins Inc. Stock 12‑Month Price Target Raised to $758.05, Implies 9% Upside

Cummins Inc. (CMI) shares fell 2.78% to $696.53, ending a four-day winning streak amid a poor trading session for the market. Despite this decline, Cummins outperformed competitors like Caterpillar Inc. and Aptiv PLC, which saw larger losses. The stock remains 3.00% below its 52-week high of $718.08 reached on May 7th.

Cummins Inc. Stock Outperforms Competitors Despite Losses On The Day

Donald G Jackson, Vice President of Treasury & Tax at Cummins, sold 730 shares for $518,975 on May 14, 2026, as per a recent SEC filing. He now controls a total of 8,531 common shares, with 8,316 held directly and 215 indirectly. The stock price was reported at $716.31, reflecting a change of +6.73 and a percent change of +0.95.

Fidelity

Cummins Insider Sold Shares Worth $518,975, According to a Recent SEC Filing

At its May 12, 2026 annual meeting, Cummins Inc. shareholders elected eleven directors for one-year terms and supported the executive pay program. They ratified PricewaterhouseCoopers as the independent auditor for 2026 and approved the 2026 Omnibus Incentive Plan. Two governance proposals were rejected. With 87.8% of eligible shares represented, the results indicate strong alignment with the board's leadership. Analysts rate CMI stock as a Buy with a $794.00 price target, citing solid financial performance despite cyclical variability.

Tip Ranks

Cummins Shareholders Back Board, Pay and Incentive Plan

Roundhill Investments has launched the Roundhill HALO ETF (NYSE:LOHA), targeting companies less vulnerable to AI disruption, focusing on industrial, mining, and infrastructure sectors. The ETF emphasizes 'heavy assets, low obsolescence' businesses, aiming to provide stability amid rising AI-related investments. It tracks the Akros US Heavy Assets Low Obsolescence Index, includes 100 U.S.-listed companies, and has an expense ratio of 0.35%. Key holdings include Cummins Inc, AutoZone Inc, and Newmont Corp, among others.

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Cummins(CMI.US)