Prime Capital Investment Advisors LLC Increases Stock Holdings in Cummins Inc. $CMI

Prime Capital Investment Advisors LLC boosted its stake in Cummins Inc. (NYSE:CMI) by 17.1% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 8,549 shares of the company’s stock after acquiring an additional 1,250 shares during the quarter. Prime Capital Investment Advisors LLC’s holdings in Cummins were worth $3,611,000 as of its most recent filing with the SEC.

A number of other large investors also recently added to or reduced their stakes in CMI. Flagship Wealth Advisors LLC purchased a new stake in shares of Cummins during the third quarter worth about $28,000. Osterweis Capital Management Inc. purchased a new stake in Cummins during the 2nd quarter worth approximately $31,000. Guerra Advisors Inc acquired a new position in shares of Cummins during the third quarter valued at approximately $36,000. Salomon & Ludwin LLC lifted its position in shares of Cummins by 1,333.3% in the third quarter. Salomon & Ludwin LLC now owns 86 shares of the company’s stock valued at $37,000 after acquiring an additional 80 shares in the last quarter. Finally, Tripletail Wealth Management LLC acquired a new stake in shares of Cummins in the third quarter worth approximately $39,000. 83.46% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several research firms recently commented on CMI. Morgan Stanley reissued an “overweight” rating and issued a $675.00 price objective on shares of Cummins in a research note on Friday. Wells Fargo & Company raised their price target on shares of Cummins from $599.00 to $630.00 and gave the stock an “overweight” rating in a research note on Friday, January 23rd. Zacks Research cut shares of Cummins from a “strong-buy” rating to a “hold” rating in a research note on Wednesday, January 28th. Barclays increased their price objective on shares of Cummins from $546.00 to $610.00 and gave the company an “overweight” rating in a report on Friday, January 23rd. Finally, Raymond James Financial upgraded Cummins from a “market perform” rating to an “outperform” rating and set a $585.00 price target for the company in a research report on Monday, December 22nd. Eleven equities research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $574.73.

Cummins Stock Performance

Cummins stock opened at $577.15 on Friday. The firm has a 50 day simple moving average of $541.01 and a 200-day simple moving average of $461.99. The stock has a market cap of $79.67 billion, a price-to-earnings ratio of 28.13, a price-to-earnings-growth ratio of 2.03 and a beta of 1.13. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.76 and a quick ratio of 1.11. Cummins Inc. has a 1-year low of $260.02 and a 1-year high of $617.98.

Cummins (NYSE:CMI) last released its quarterly earnings data on Thursday, February 5th. The company reported $5.81 EPS for the quarter, beating analysts’ consensus estimates of $5.17 by $0.64. The firm had revenue of $8.54 billion for the quarter, compared to analysts’ expectations of $8.09 billion. Cummins had a return on equity of 25.71% and a net margin of 8.44%.The firm’s quarterly revenue was up 1.1% on a year-over-year basis. During the same period in the prior year, the firm posted $5.16 earnings per share. On average, analysts expect that Cummins Inc. will post 22.54 EPS for the current year.

Insider Buying and Selling at Cummins

In other Cummins news, insider Brett Michael Merritt sold 1,450 shares of the company’s stock in a transaction dated Tuesday, November 25th. The shares were sold at an average price of $489.32, for a total value of $709,514.00. Following the transaction, the insider owned 9,271 shares of the company’s stock, valued at $4,536,485.72. This represents a 13.52% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, CEO Jennifer Rumsey sold 4,570 shares of Cummins stock in a transaction dated Tuesday, November 11th. The shares were sold at an average price of $473.89, for a total transaction of $2,165,677.30. Following the sale, the chief executive officer owned 42,880 shares of the company’s stock, valued at approximately $20,320,403.20. This represents a 9.63% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Corporate insiders own 0.41% of the company’s stock.

More Cummins News

Here are the key news stories impacting Cummins this week:

• Positive Sentiment: Q4 beats: Cummins reported $5.81 EPS and $8.54B revenue—both above consensus—driven by better-than-expected results that support near-term earnings visibility. Cummins (CMI) Tops Q4 Earnings and Revenue Estimates
• Positive Sentiment: Power Systems strength and monetization: Power Systems drove a surge in EBITDA margin, and the company monetized data‑center related assets, cushioning the hit from restructuring. These operational wins support cash generation and margins. Cummins Takes $458 Million Accelera Hit But Cashes In On Data Centers
• Positive Sentiment: Cummins India posted higher quarterly profit on lower expenses, showing regional operational resilience that partially offsets global headwinds. Cummins India’s quarterly profit rises on lower expenses
• Neutral Sentiment: Company materials: The earnings call transcript and slide deck provide management commentary on strategy, the Accelera review, and margin outlook—useful for assessing execution risk and the FY‑26 assumptions. Cummins Inc. (CMI) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Legal notice: A class action settlement reminder was announced—monitor for any potential cash or disclosure impacts, but this is procedural at this stage. The Rosen Law Firm Reminder of Proposed Class Action Settlement
• Negative Sentiment: Accelera charge: Cummins recorded a roughly $458M charge related to the Accelera strategic review—this one‑time hit reduces reported profitability and introduced execution uncertainty around that business. Cummins posts slight rise in revenue, records charges on Accelera strategic review
• Negative Sentiment: FY‑2026 guidance cautiousness: Management issued FY‑2026 revenue and margin guidance (revenue range ~$34.7B–$36.4B) that markets parsed as conservative on margins/earnings, sparking downward revision of near‑term expectations. Cummins (CMI) Is Down 7.4% After Issuing 2026 Revenue and Margin Guidance – What’s Changed
• Negative Sentiment: Mixed read on cash flow vs. results: Some analysts describe the quarter as “mixed” — beats offset by charges and guidance that leave free‑cash‑flow and margin trajectory uncertain for 2026. That narrative can pressure the stock until clarity returns. Cummins Q4: Mixed Results Overshadow Cash Flow Generation For The Year

Cummins Company Profile

Cummins Inc (NYSE: CMI) is a global power technology company that designs, manufactures, distributes and services a broad portfolio of diesel and natural gas engines, electrified powertrains, power generation systems and related components. Founded in 1919 and headquartered in Columbus, Indiana, Cummins has grown into one of the world’s leading suppliers of internal combustion engines and a provider of technologies that reduce emissions and improve fuel efficiency.

The company’s product lineup includes heavy-, medium- and light-duty engines for on-highway and off-highway applications, generator sets and power systems for commercial and industrial use, and key engine components such as turbochargers, fuel systems, air handling, filtration and aftertreatment solutions.