Francesco Vincenzo Mari Tutino Sells 48,385 Shares of CNH Industrial (NYSE:CNH) Stock

CNH Industrial N.V. (NYSE:CNH) insider Francesco Vincenzo Mari Tutino sold 48,385 shares of the company’s stock in a transaction on Monday, May 4th. The shares were sold at an average price of $10.13, for a total value of $490,140.05. Following the transaction, the insider directly owned 71,926 shares in the company, valued at $728,610.38. This represents a 40.22% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

CNH Industrial Stock Performance

Shares of NYSE CNH traded up $0.12 during midday trading on Tuesday, hitting $10.34. The company’s stock had a trading volume of 14,865,945 shares, compared to its average volume of 15,373,732. The company has a current ratio of 12.27, a quick ratio of 10.17 and a debt-to-equity ratio of 3.32. The stock has a fifty day moving average price of $11.00 and a 200 day moving average price of $10.62. The firm has a market capitalization of $12.82 billion, a price-to-earnings ratio of 33.34, a P/E/G ratio of 1.52 and a beta of 1.18. CNH Industrial N.V. has a one year low of $9.00 and a one year high of $14.27.

CNH Industrial (NYSE:CNH) last posted its quarterly earnings data on Thursday, April 30th. The company reported $0.01 earnings per share for the quarter, hitting the consensus estimate of $0.01. CNH Industrial had a net margin of 2.13% and a return on equity of 7.48%. The company had revenue of $3.83 billion for the quarter, compared to analysts’ expectations of $3.80 billion. During the same period in the prior year, the business earned $0.10 earnings per share. CNH Industrial’s revenue for the quarter was down .1% compared to the same quarter last year. CNH Industrial has set its FY 2026 guidance at 0.35-0.45 EPS. On average, research analysts forecast that CNH Industrial N.V. will post 0.4 EPS for the current fiscal year.

CNH Industrial Cuts Dividend

The company also recently disclosed an annual dividend, which will be paid on Friday, May 29th. Shareholders of record on Thursday, May 21st will be given a dividend of $0.10 per share. The ex-dividend date of this dividend is Thursday, May 21st. This represents a yield of 89.0%.

Institutional Investors Weigh In On CNH Industrial

Several large investors have recently added to or reduced their stakes in CNH. Thrivent Financial for Lutherans boosted its holdings in shares of CNH Industrial by 8.9% in the 3rd quarter. Thrivent Financial for Lutherans now owns 8,217,192 shares of the company’s stock valued at $89,157,000 after buying an additional 672,238 shares in the last quarter. Massachusetts Financial Services Co. MA lifted its holdings in shares of CNH Industrial by 25.1% during the 3rd quarter. Massachusetts Financial Services Co. MA now owns 4,049,628 shares of the company’s stock valued at $43,938,000 after purchasing an additional 811,419 shares during the last quarter. Eubel Brady & Suttman Asset Management Inc. lifted its holdings in shares of CNH Industrial by 33.6% during the 3rd quarter. Eubel Brady & Suttman Asset Management Inc. now owns 2,007,597 shares of the company’s stock valued at $21,782,000 after purchasing an additional 505,221 shares during the last quarter. JPMorgan Chase & Co. lifted its holdings in shares of CNH Industrial by 14.8% during the 3rd quarter. JPMorgan Chase & Co. now owns 8,328,262 shares of the company’s stock valued at $90,364,000 after purchasing an additional 1,072,138 shares during the last quarter. Finally, Alliancebernstein L.P. lifted its holdings in shares of CNH Industrial by 6.3% during the 3rd quarter. Alliancebernstein L.P. now owns 20,843,475 shares of the company’s stock valued at $226,152,000 after purchasing an additional 1,239,952 shares during the last quarter. 59.88% of the stock is owned by institutional investors.

Key Headlines Impacting CNH Industrial

Here are the key news stories impacting CNH Industrial this week:

• Positive Sentiment: CNH brands won three Red Dot Design Awards — a brand/innovation win that supports product differentiation and long-term dealer/customer appeal. Triple win for CNH brands at the 2026 Red Dot Design Awards
• Positive Sentiment: CNH reached a tentative labour agreement with the UAW in Racine County (Local 180), reducing short-term strike risk and potential production disruption — a near-term catalyst for stability in earnings and supply. CNH Industrial signs tentative agreement with UAW in Racine County
• Neutral Sentiment: Northland Securities updated its model: slightly cut FY2026 EPS (to $0.36) but raised FY2028/FY2029 EPS forecasts (to $0.63 and $0.66), and issued a Q1 2028 estimate of $0.07 — mixed guidance for near-term vs. longer-term expectations; watch for management commentary and order trends. (MarketBeat summary)
• Neutral Sentiment: DA Davidson reaffirmed a Neutral rating with a $12 price target, implying upside from current levels but no conviction buy — signals that some analysts see value but also risk. DA Davidson rating reaffirmed
• Negative Sentiment: CNH reported a sharp Q1 profit decline (press coverage: profit plunged) though management reaffirmed FY guidance — near‑term earnings pressure may weigh on sentiment until margin recovery is visible. CNH Industrial Q1 Profit Plunges but Guidance Reaffirmed

Wall Street Analyst Weigh In

CNH has been the subject of several recent analyst reports. Weiss Ratings upgraded CNH Industrial from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Monday, March 2nd. DA Davidson restated a “neutral” rating and issued a $12.00 price target on shares of CNH Industrial in a research note on Monday. Truist Financial set a $16.00 price target on shares of CNH Industrial in a research note on Friday. Barclays lifted their price target on shares of CNH Industrial from $11.00 to $12.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 1st. Finally, Oppenheimer lifted their price target on shares of CNH Industrial from $13.00 to $16.00 and gave the stock an “outperform” rating in a research note on Wednesday, February 18th. Six investment analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, CNH Industrial currently has a consensus rating of “Hold” and a consensus target price of $13.19.

About CNH Industrial

CNH Industrial N.V. is a global capital goods company specializing in the design, production and sale of agricultural and construction equipment, commercial vehicles and powertrain solutions. The firm operates through five core brands—Case IH and New Holland for agricultural machinery, Case and New Holland for construction equipment, Iveco for light, medium and heavy commercial vehicles, and FPT Industrial for engines and drivetrain components. Established in 2013 through the combination of Fiat Industrial and CNH Global, the company draws on a rich heritage of innovation dating back to pioneering landmarks in farm and construction machinery from the 19th century.

The company’s product portfolio encompasses tractors, combines, balers, excavators, backhoe loaders, trucks, vans and bespoke engines for marine, automotive and industrial markets.