Analyst Price Target Increases: Social media discussions highlight recent upgrades from major firms, including Jefferies raising its target to $700 from $645, citing strong demand for diesel and alternative-fuel engines amid oil supply concerns. Citi and Wells Fargo also lifted targets to $710 and $693 respectively, fueling optimism among investors.
Strategic Engine Delivery: Cummins marked a milestone by delivering its first QSK95 diesel engine to India for the Navy's multi-purpose vessel, sparking talk of expanding defense and international opportunities. Users view this as a positive signal for revenue diversification beyond core markets. The development aligns with broader industrial strength narratives.
Shifting Investor Focus: Conversations contrast these boosts with recent cuts in consumer stocks, positioning Cummins as a beneficiary of geopolitical energy shifts. Enthusiasts anticipate shares testing higher levels if disruptions ease. Portfolio reallocations toward heavy machinery gain momentum.
Note: This discussion summary was generated from an AI condensation of post data.
Cummins Insider Trading Activity
Cummins insiders have traded $CMI stock on the open market 35 times in the past 6 months. Of those trades, 0 have been purchases and 35 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 7 sales selling 13,310 shares for an estimated $6,260,229.
- 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 Revenue
Cummins had revenues of $8.5B in Q4 2025. This is an increase of 1.05% from the same period in the prior year.
You can track CMI financials on Quiver Quantitative's CMI stock page.
Cummins 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 Hedge Fund Activity
We have seen 810 institutional investors add shares of Cummins stock to their portfolio, and 752 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
- 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
- MORGAN STANLEY removed 555,259 shares (-14.7%) from their portfolio in Q4 2025, for an estimated $283,431,956
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Cummins 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 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, 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 $675.0.
Here are some recent targets:
- Jerry Revich from Wells Fargo set a target price of $693.0 on 04/13/2026
- Kyle Menges from Citigroup set a target price of $710.0 on 04/13/2026
- 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
- 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
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.
