Cummins Inc. Stock (CMI) Opinions on Dividend Increase and Strategic Moves

Recent discussions on X about Cummins Inc. (CMI) have centered around the company's latest dividend increase, with the quarterly payout rising by nearly 10% to $2.00 per share. Many users have highlighted this as a sign of financial strength, noting that this marks 16 consecutive years of dividend growth for the industrial machinery giant. The buzz reflects optimism about the company's consistent returns to shareholders.

Additionally, there’s chatter about Cummins’ strategic moves, including the appointment of a new board member with a background in technology and innovation, which some believe could signal a stronger focus on future growth areas like AI and data center infrastructure. Posts on X also mention the potential for Cummins to benefit from the ongoing data center build-out, adding an intriguing layer to the conversation. This mix of financial and strategic developments keeps the dialogue around CMI dynamic and forward-looking.

Note: This discussion summary was generated from an AI condensation of post data.

Cummins Inc. Congressional Stock Trading

Members of Congress have traded $CMI stock 4 times in the past 6 months. Of those trades, 3 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $CMI stock by members of Congress over the last 6 months:

REPRESENTATIVE MARJORIE TAYLOR GREENE has traded it 2 times. They made 2 purchases worth up to $30,000 on 05/05, 04/09 and 0 sales.
REPRESENTATIVE BRUCE WESTERMAN has traded it 2 times. They made 1 purchase worth up to $15,000 on 03/03 and 1 sale worth up to $15,000 on 04/21.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

Cummins Inc. Insider Trading Activity

Cummins Inc. insiders have traded $CMI stock on the open market 5 times in the past 6 months. Of those trades, 1 have been purchases and 4 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 3 sales selling 11,430 shares for an estimated $4,281,359.
JOHN H STONE purchased 1,000 shares for an estimated $332,079
JENNIFER RUMSEY (Chair and CEO) sold 0 shares for an estimated $187

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

Cummins Inc. Hedge Fund Activity

We have seen 738 institutional investors add shares of Cummins Inc. stock to their portfolio, and 675 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

PRICE T ROWE ASSOCIATES INC /MD/ removed 2,776,224 shares (-52.4%) from their portfolio in Q1 2025, for an estimated $870,179,650
GAMMA INVESTING LLC removed 1,187,377 shares (-99.7%) from their portfolio in Q2 2025, for an estimated $388,865,967
RAYMOND JAMES FINANCIAL INC added 817,384 shares (+152.3%) to their portfolio in Q1 2025, for an estimated $256,200,840
JPMORGAN CHASE & CO added 466,284 shares (+99.1%) to their portfolio in Q1 2025, for an estimated $146,152,056
AQR CAPITAL MANAGEMENT LLC added 424,294 shares (+70.9%) to their portfolio in Q1 2025, for an estimated $132,990,711
CITADEL ADVISORS LLC removed 406,551 shares (-87.5%) from their portfolio in Q1 2025, for an estimated $127,429,345
VOYA INVESTMENT MANAGEMENT LLC removed 406,191 shares (-82.0%) from their portfolio in Q1 2025, for an estimated $127,316,507

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Cummins Inc. Government Contracts

We have seen $126,933,404 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:

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts 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 1 firms issue sell ratings.

Here are some recent analyst ratings:

Citigroup issued a "Buy" rating on 06/24/2025
Goldman Sachs issued a "Buy" rating on 05/27/2025
Evercore ISI Group issued a "Outperform" rating on 05/19/2025
Morgan Stanley issued a "Overweight" rating on 05/06/2025
UBS issued a "Sell" rating on 04/07/2025

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 $355.0.

Here are some recent targets:

David Leiker from Baird set a target price of $355.0 on 07/11/2025
Kyle Menges from Citigroup set a target price of $360.0 on 06/24/2025
Jerry Revich from Goldman Sachs set a target price of $431.0 on 05/27/2025
David Raso from Evercore ISI Group set a target price of $419.0 on 05/19/2025
Angel Castillo from Morgan Stanley set a target price of $350.0 on 05/06/2025
Tami Zakaria from JP Morgan set a target price of $320.0 on 05/06/2025
Jamie Cook from Truist Securities set a target price of $338.0 on 04/08/2025

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.