CNH INDUSTRIAL ($CNH) posted quarterly earnings results for Q4 2025 on Tuesday, February 17th. The company reported earnings of $0.19 per share, beating estimates of $0.10 by $0.09. The company also reported revenue of $5,157,000,000, beating estimates of $4,655,784,072 by $501,215,928.
You can see Quiver Quantitative's $CNH stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
CNH INDUSTRIAL Insider Trading Activity
CNH INDUSTRIAL insiders have traded $CNH stock on the open market 4 times in the past 6 months. Of those trades, 4 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $CNH stock by insiders over the last 6 months:
- SUZANNE HEYWOOD purchased 52,522 shares for an estimated $500,009
- HOWARD W. BUFFETT has made 2 purchases buying 10,100 shares for an estimated $100,316 and 0 sales.
- VAGN O SORENSEN purchased 10,385 shares for an estimated $99,903
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
CNH INDUSTRIAL Hedge Fund Activity
We have seen 247 institutional investors add shares of CNH INDUSTRIAL stock to their portfolio, and 336 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FRANKLIN RESOURCES INC removed 14,971,355 shares (-37.5%) from their portfolio in Q4 2025, for an estimated $138,035,893
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 9,757,444 shares (+inf%) to their portfolio in Q4 2025, for an estimated $89,963,633
- DIMENSIONAL FUND ADVISORS LP added 8,332,615 shares (+45.1%) to their portfolio in Q4 2025, for an estimated $76,826,710
- TWEEDY, BROWNE CO LLC added 6,899,583 shares (+51.9%) to their portfolio in Q4 2025, for an estimated $63,614,155
- JPMORGAN CHASE & CO removed 4,761,740 shares (-57.2%) from their portfolio in Q4 2025, for an estimated $43,903,242
- HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added 3,841,999 shares (+17.3%) to their portfolio in Q3 2025, for an estimated $41,685,689
- ROYAL BANK OF CANADA removed 3,490,946 shares (-51.2%) from their portfolio in Q4 2025, for an estimated $32,186,522
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
CNH INDUSTRIAL Government Contracts
We have seen $1,345,128 of award payments to $CNH over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- 8511460921!BELT,POSITIVE DRIVE: $264,907
- NSN: 2530-01-103-3430 STEERING GEAR: $65,748
- 8511651067!CYLINDER ASSEMBLY,A: $54,580
- 8511199323!CYLINDER ASSEMBLY,A: $46,824
- 8511382748!DOOR,VEHICULAR: $46,535
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
CNH INDUSTRIAL Analyst Ratings
Wall Street analysts have issued reports on $CNH in the last several months. We have seen 6 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Citigroup issued a "Buy" rating on 01/13/2026
- Barclays issued a "Overweight" rating on 12/22/2025
- UBS issued a "Buy" rating on 11/13/2025
- Truist Securities issued a "Buy" rating on 11/10/2025
- Raymond James issued a "Outperform" rating on 10/22/2025
- Oppenheimer issued a "Outperform" rating on 09/18/2025
To track analyst ratings and price targets for CNH INDUSTRIAL, check out Quiver Quantitative's $CNH forecast page.
CNH INDUSTRIAL Price Targets
Multiple analysts have issued price targets for $CNH recently. We have seen 8 analysts offer price targets for $CNH in the last 6 months, with a median target of $12.5.
Here are some recent targets:
- Kyle Menges from Citigroup set a target price of $12.0 on 01/13/2026
- Steven Fisher from UBS set a target price of $14.0 on 01/05/2026
- Adam Seiden from Barclays set a target price of $11.0 on 12/22/2025
- Michael Shlisky from DA Davidson set a target price of $10.0 on 11/11/2025
- Jamie Cook from Truist Securities set a target price of $13.0 on 11/10/2025
- Tami Zakaria from JP Morgan set a target price of $10.5 on 11/10/2025
- Tim Thein from Raymond James set a target price of $14.0 on 10/22/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
