Cummins stock holds firm after a $399,410 insider sale
Published on 08/26/2026 at 12:11 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Cummins Inc. (ISIN US2310211063) traded at $572.67 after an insider sale valued at $399,410, while the company's latest quarter showed $9.46 billion in revenue and $6.73 in earnings per share. The July 4, 2026 quarter also came with revenue up 9.4% year over year, even as EPS missed the $7.21 consensus by $0.48.
Insider filing, fresh numbers
The stock's latest catalyst was a Form 4-based sale by chief information officer Earl Newsome, who disposed of 698 shares at a weighted average $572.2211, according to a filing surfaced in market coverage. That same coverage put Cummins at a market capitalization of $78.84 billion and noted that the company's quarterly net margin was 7.82%.
The combination matters because the revenue line held up better than the profit line. Revenue of $9.46 billion beat the $9.33 billion estimate, but EPS of $6.73 trailed the $7.21 forecast, a gap that keeps margin quality in view for investors.
Valuation stays elevated
Consensus figures in the same market coverage pointed to an average target price of $745.64 and an average rating of Moderate Buy. One recent research note also set a $700 target, while another kept an Outperform view with a $845 objective, showing how widely expectations still cluster above the current quote.
That gap is large enough to matter. At $572.67, the stock sits well below the $745.64 consensus target and also under both the $700 and $845 marks cited in recent coverage.
Power systems still matter
Cummins has kept leaning on power-generation demand as its engine business remains tied to broader truck cycles. Recent market commentary also tied the company to data-center backup power, with one note saying the segment could remain a long-term driver.
The product mix is not just about engines anymore. For investors, that shift helps explain why revenue can outpace estimates even when earnings lag due to higher compensation and other costs.
Cummins stock and the market close
The shares finished at $572.67 on August 25, 2026, with market value at $78.84 billion in the latest quoted data. The next earnings date was not included in the source set.
More on Cummins
Investor Relations and product lines centered on heavy-duty engines, power systems, and backup generation remain the company's core business areas.
Stock data
Company: Cummins Inc.
ISIN: US2310211063
Ticker: CMI
Exchange: NYSE
Price (as of August 25, 2026, 4:00 p.m. ET): $572.67 USD
Market cap: $78.84 billion
Sector / Industry: Industrials / Specialty Industrial Machinery
Index membership: S&P 500
