CUMMINS ($CMI) posted quarterly earnings results for Q4 2025 on Thursday, February 5th. The company reported earnings of $5.81 per share, beating estimates of $5.16 by $0.65. The company also reported revenue of $8,536,000,000, beating estimates of $8,208,688,948 by $327,311,052.
You can see Quiver Quantitative's $CMI stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
CUMMINS Insider Trading Activity
CUMMINS insiders have traded $CMI stock on the open market 28 times in the past 6 months. Of those trades, 0 have been purchases and 28 have been sales.
Here’s a breakdown of recent trading of $CMI stock by insiders over the last 6 months:
- MARK ANDREW SMITH (VP - Chief Financial Officer) has made 0 purchases and 13 sales selling 42,890 shares for an estimated $18,551,920.
- JENNIFER RUMSEY (Chair and CEO) has made 0 purchases and 2 sales selling 4,570 shares for an estimated $2,165,656.
- AMY ROCHELLE DAVIS (VP & Pres. - Accelera and Com) has made 0 purchases and 6 sales selling 5,002 shares for an estimated $2,015,215.
- LUTHER E PETERS (VP - Corporate Controller) has made 0 purchases and 2 sales selling 4,850 shares for an estimated $1,887,559.
- ROBERT ENRIGHT (VP - Supply Chain) sold 1,860 shares for an estimated $748,210
- BRETT MICHAEL MERRITT (V.P & Pres. - Engine Business) sold 1,450 shares for an estimated $709,514
- KAREN H QUINTOS has made 0 purchases and 2 sales selling 1,307 shares for an estimated $529,760.
- JENNIFER MARY BUSH (VP & Pres. - Power Systems) sold 520 shares for an estimated $201,826
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
CUMMINS Hedge Fund Activity
We have seen 796 institutional investors add shares of CUMMINS stock to their portfolio, and 723 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC added 2,939,725 shares (+250.2%) to their portfolio in Q3 2025, for an estimated $1,241,651,648
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 1,236,104 shares (+70.4%) to their portfolio in Q3 2025, for an estimated $522,093,246
- BOSTON PARTNERS added 1,119,400 shares (+inf%) to their portfolio in Q3 2025, for an estimated $472,800,978
- PUBLIC INVESTMENT FUND removed 1,095,578 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $462,739,279
- FIRST EAGLE INVESTMENT MANAGEMENT, LLC removed 668,563 shares (-47.0%) from their portfolio in Q4 2025, for an estimated $341,267,983
- BLACKROCK, INC. removed 614,935 shares (-5.0%) from their portfolio in Q3 2025, for an estimated $259,730,095
- BANK OF AMERICA CORP /DE/ added 604,282 shares (+57.9%) to their portfolio in Q3 2025, for an estimated $255,230,588
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
CUMMINS Government Contracts
We have seen $92,976,077 of award payments to $CMI over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- DELIVERY ORDER FOR A QUANTITY OF 232 EACH, V903 675 HP BFVS NEW ON SKIDS AND 5 EACH, V903 675 HP COMMON SPA...: $39,425,872
- DELIVERY ORDER FOR A QUANTITY OF 40 EACH, V903 675 HP COMMON SPARE NEW IN CONTAINER, AND 130 EACH, V903 600...: $23,509,180
- DELIVERY ORDER FOR A QUANTITY OF 80 EACH, V903 M109 675 HP NEW, AND 26 MLRS 600 HP NEW CENTRY V903 ENGINES.: $18,174,900
- DELIVERY ORDER FOR A QUANTITY OF 64 EACH, V903 M109 675 HP NEW ENGINES.: $10,894,784
- CGC CIMMARON REPLACEMENT CUMMINS ENGINES: $468,106
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
CUMMINS Congressional Stock Trading
Members of Congress have traded $CMI stock 3 times in the past 6 months. Of those trades, 1 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $CMI stock by members of Congress over the last 6 months:
- REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 1 purchase worth up to $15,000 on 10/30 and 2 sales worth up to $30,000 on 10/31, 10/30.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
CUMMINS Analyst Ratings
Wall Street analysts have issued reports on $CMI in the last several months. We have seen 5 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
- Truist Securities issued a "Buy" rating on 12/18/2025
- Argus Research issued a "Buy" rating on 11/25/2025
- Wells Fargo issued a "Overweight" rating on 11/14/2025
- Melius Research issued a "Buy" rating on 09/03/2025
To track analyst ratings and price targets for CUMMINS, check out Quiver Quantitative's $CMI forecast page.
CUMMINS Price Targets
Multiple analysts have issued price targets for $CMI recently. We have seen 9 analysts offer price targets for $CMI in the last 6 months, with a median target of $585.0.
Here are some recent targets:
- Adam Seiden from Barclays set a target price of $610.0 on 01/23/2026
- Jerry Revich from Wells Fargo set a target price of $630.0 on 01/23/2026
- Tami Zakaria from JP Morgan set a target price of $580.0 on 01/14/2026
- Kyle Menges from Citigroup set a target price of $630.0 on 01/13/2026
- Tim Thein from Raymond James set a target price of $585.0 on 12/22/2025
- Jamie Cook from Truist Securities set a target price of $653.0 on 12/18/2025
- Bill Selesky from Argus Research set a target price of $573.0 on 11/25/2025
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.
