Cummins Inc. (CMI) reported fourth-quarter 2025 revenue of $8.54 billion, up 1.05% year-over-year, while gross profit came in at $1.95 billion, down 4.08% versus the prior year.
Cash flow and balance sheet highlights:
The quarter shows improved profitability and strong cash generation, with notable year-over-year gains in operating profit, net income and diluted EPS, alongside a material increase in cash on hand. Capital spending remained roughly flat while liabilities rose modestly.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
Cummins Inc. Insider Trading Activity
Cummins Inc. insiders have traded $CMI stock on the open market 36 times in the past 6 months. Of those trades, 0 have been purchases and 36 have been sales.
Here’s a breakdown of recent trading of $CMI stock by insiders over the last 6 months:
- WILLIAM I MILLER has made 0 purchases and 9 sales selling 18,107 shares for an estimated $10,811,645.
- MARK ANDREW SMITH (VP - Chief Financial Officer) has made 0 purchases and 8 sales selling 21,310 shares for an estimated $9,774,631.
- AMY ROCHELLE DAVIS (VP & Pres. - Accelera and Com) has made 0 purchases and 10 sales selling 5,918 shares for an estimated $3,369,194.
- JENNIFER MARY BUSH (VP & Pres. - Power Systems) has made 0 purchases and 3 sales selling 4,270 shares for an estimated $2,497,657.
- JENNIFER RUMSEY (Chair and CEO) has made 0 purchases and 2 sales selling 4,570 shares for an estimated $2,165,656.
- DONALD G JACKSON (VP - Treasury & Tax) sold 1,600 shares for an estimated $960,200
- EARL NEWSOME (VP - Chief Information Officer) has made 0 purchases and 2 sales selling 1,300 shares for an estimated $758,776.
- BRETT MICHAEL MERRITT (V.P & Pres. - Engine Business) sold 1,450 shares for an estimated $709,514
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Cummins Inc. Hedge Fund Activity
We have seen 813 institutional investors add shares of Cummins Inc. stock to their portfolio, and 804 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 4,553,099 shares (-76.1%) from their portfolio in Q4 2025, for an estimated $2,324,129,384
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added 2,434,876 shares (+10317.7%) to their portfolio in Q4 2025, for an estimated $1,242,882,454
- FMR LLC added 1,534,361 shares (+37.3%) to their portfolio in Q4 2025, for an estimated $783,214,572
- 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
- PRICE T ROWE ASSOCIATES INC /MD/ removed 635,715 shares (-39.3%) from their portfolio in Q4 2025, for an estimated $324,500,721
- CITADEL ADVISORS LLC added 569,751 shares (+170.2%) to their portfolio in Q4 2025, for an estimated $290,829,397
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Cummins Inc. Government Contracts
We have seen $63,445,242 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 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
- CUMMINS RUGGED MOBILE POWER 1070 60KW GENERATORS: $205,130
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
Cummins Inc. Congressional Stock Trading
Members of Congress have traded $CMI stock 5 times in the past 6 months. Of those trades, 3 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 JOSH GOTTHEIMER purchased up to $15,000 on 02/05.
- REPRESENTATIVE JULIA LETLOW purchased up to $15,000 on 02/04.
- 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 Inc. Analyst Ratings
Wall Street analysts have issued reports on $CMI in the last several months. We have seen 4 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
To track analyst ratings and price targets for Cummins Inc., check out Quiver Quantitative's $CMI forecast page.
Cummins Inc. 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 $630.0.
Here are some recent targets:
- David Raso from Evercore ISI Group set a target price of $694.0 on 02/23/2026
- Tim Thein from Raymond James set a target price of $675.0 on 02/09/2026
- Jamie Cook from Truist Securities set a target price of $703.0 on 02/06/2026
- Jerry Revich from Wells Fargo set a target price of $630.0 on 01/23/2026
- Adam Seiden from Barclays set a target price of $610.0 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
