Cummins Inc., US2310211063

Cummins stock slips after a record quarter and dividend hike

Published on 08/21/2026 at 16:08 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Cummins stock fell to $593.12 after a fresh ex-dividend session and a second-quarter miss on EPS.

Schwarz-Weiß-Reportagefoto einer Flotte schwerer LKW auf industriellem Außengelände bei Gegenlicht
Cummins Inc. LKW-Flotte US2310211063 – dokumentarisches Schwarzweiß-Bild schwerer Nutzfahrzeuge auf industriellem Außengelände, Illustration mit AI erstellt.

Cummins Inc. (US2310211063) opened the latest session at $593.12 and finished the prior close with a market cap of $85.46 billion, a 52-week range of $389.52 to $737.76, and volume of 716,000 shares, while the stock was down 2.49% on the day.

The move followed the company’s second-quarter results from August 4, 2026, which showed $9.46 billion in revenue, $6.73 in earnings per share, and a 9.4% year-over-year revenue increase, even as EPS missed the $7.21 consensus by $0.48.

Dividend day mattered

August 21, 2026 also marked the ex-dividend date for a $2.20 quarterly payout, up from $2.00 previously, while the annualized dividend reached $8.80 per share.

That combination leaves the stock trading at 30.31 times earnings and a PEG ratio of 1.45, with a return on equity of 25.29% and a net margin of 7.82% on the latest reported quarter.

Consensus still leans positive

Analysts tracked in the same update had 11 Buy ratings and 4 Hold ratings on the name, alongside a consensus price target of $745.64. Sanford C. Bernstein kept a $700 target, while Wells Fargo lifted its target to $874 and Citigroup raised its objective to $790.

The average current-year EPS estimate stood at 30.06, which puts the latest quarterly $6.73 result in a broader earnings path that still depends on steadier execution in the second half of 2026.

Engines, power systems and parts

Cummins remains a global power technology company with engines, power systems, electrified powertrains and related components at its core, a mix that still makes industrial demand and fleet replacement cycles central to the story.

Shares and valuation

At $593.12, Cummins traded well below its $737.76 52-week high and above its $389.52 low, leaving valuation and dividend support in sharper focus for investors watching the stock into the next earnings update.

Company

Company: Cummins Inc.

ISIN: US2310211063

Ticker: CMI

Exchange: NYSE

Price (as of August 20, 2026, 11:58 p.m. ET): $593.12 USD

Market cap: $85.46 billion (as of August 21, 2026)

Sector / Industry: Engines & Turbines / Industrial Machinery

Index membership: S&P 500

Next earnings date: November 4, 2026

Disclaimer...

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