Why CNH Industrial (CNH) Stock Is Up Today

CNH Industrial (CNH) is up 4.2% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver appears to be a mix of positioning ahead of CNH Industrial’s August 3, 2026 second-quarter earnings release and a recent improvement in analyst sentiment. There does not appear to be a major fresh company-specific announcement today, so part of the move could also reflect a rebound in cyclical machinery shares after a weak stretch.

Details:

CNH said on July 20 that it will report second-quarter 2026 results on August 3, which can draw investor attention and encourage short-term positioning ahead of earnings.

In first-quarter 2026 results, CNH kept its full-year guidance unchanged even as agricultural demand remained weak, suggesting management still sees a path to its 2026 targets.

CNH’s first-quarter revenue was essentially flat year over year, and the company said pricing and foreign exchange helped offset softer volumes in several regions.

Recent analyst activity has been mixed, but the broader rating picture still leans positive, with multiple Buy ratings and an average price target above the recent share price.

Sources:

CNH, TipRanks, AAII

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$CNH Insider Trading Activity

$CNH insiders have traded $CNH stock on the open market 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $CNH stock by insiders over the last 6 months:

FRANCESCO VINCENZO MARIA TUTINO (Chief Human Resources Officer) sold 48,385 shares for an estimated $490,086

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

$CNH Hedge Fund Activity

We have seen 255 institutional investors add shares of $CNH stock to their portfolio, and 236 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

FRANKLIN RESOURCES INC added 21,715,555 shares (+87.1%) to their portfolio in Q1 2026, for an estimated $238,871,105
HARRIS ASSOCIATES L P removed 15,293,247 shares (-20.8%) from their portfolio in Q1 2026, for an estimated $168,225,717
BANK OF NEW YORK MELLON CORP added 13,413,731 shares (+267.6%) to their portfolio in Q1 2026, for an estimated $147,551,041
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added 8,405,533 shares (+23.9%) to their portfolio in Q1 2026, for an estimated $92,460,863
BARROW HANLEY MEWHINNEY & STRAUSS LLC added 8,182,121 shares (+inf%) to their portfolio in Q1 2026, for an estimated $90,003,331
AQR CAPITAL MANAGEMENT LLC removed 8,032,899 shares (-46.4%) from their portfolio in Q1 2026, for an estimated $88,361,889
MILLENNIUM MANAGEMENT LLC removed 6,809,484 shares (-99.8%) from their portfolio in Q1 2026, for an estimated $74,904,324

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$CNH Government Contracts

We have seen $1,394,533 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:

YEAR 1 SUPPORT: $679,854
8511651067!CYLINDER ASSEMBLY,A: $54,580
8511617662!CYLINDER ASSEMBLY,A: $43,676
NSN: 2530-01-103-3430 STEERING GEAR: $32,874

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.

$CNH 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:

Daniela Costa from Goldman Sachs set a target price of $10.5 on 05/11/2026
Chad Dillard from Bernstein set a target price of $11.0 on 05/07/2026
Michael Shlisky from DA Davidson set a target price of $12.0 on 05/04/2026
Kyle Menges from Citigroup set a target price of $14.0 on 04/13/2026
Adam Seiden from Barclays set a target price of $12.0 on 04/01/2026
David Raso from Evercore ISI Group set a target price of $13.0 on 02/23/2026
Mircea Dobre from Baird set a target price of $13.0 on 02/18/2026

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.