CNH Industrial FY2026 EPS Boosted by Northland Securities

CNH Industrial N.V. (NYSE:CNH) – Research analysts at Northland Securities raised their FY2026 EPS estimates for CNH Industrial in a report issued on Monday, August 3rd. Northland Securities analyst T. Jackson now forecasts that the company will post earnings of $0.45 per share for the year, up from their previous estimate of $0.36. The consensus estimate for CNH Industrial’s current full-year earnings is $0.42 per share. Northland Securities also issued estimates for CNH Industrial’s Q1 2027 earnings at $0.06 EPS.

Other equities analysts have also recently issued reports about the company. JPMorgan Chase & Co. raised their price objective on CNH Industrial from $9.50 to $10.00 and gave the company an “underweight” rating in a report on Monday, July 13th. Weiss Ratings raised CNH Industrial from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Wednesday, July 29th. Evercore set a $12.25 price target on shares of CNH Industrial in a research note on Monday, May 11th. BMO Capital Markets upped their price objective on shares of CNH Industrial from $11.00 to $12.00 and gave the company a “market perform” rating in a research note on Tuesday. Finally, Truist Financial reaffirmed a “buy” rating and set a $15.00 target price (down from $16.00) on shares of CNH Industrial in a report on Tuesday. Six investment analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, CNH Industrial has an average rating of “Hold” and an average price target of $12.58.

CNH Industrial Price Performance

CNH opened at $10.83 on Thursday. The stock has a 50-day moving average price of $10.64 and a 200-day moving average price of $10.96. CNH Industrial has a 12-month low of $9.00 and a 12-month high of $13.31. The company has a current ratio of 12.23, a quick ratio of 10.17 and a debt-to-equity ratio of 3.33. The stock has a market capitalization of $13.40 billion, a P/E ratio of 43.30, a PEG ratio of 2.10 and a beta of 1.15.

CNH Industrial (NYSE:CNH) last released its earnings results on Monday, August 3rd. The company reported $0.13 EPS for the quarter, beating analysts’ consensus estimates of $0.11 by $0.02. CNH Industrial had a return on equity of 6.78% and a net margin of 1.71%.The business had revenue of $4.80 billion for the quarter, compared to analysts’ expectations of $4.77 billion. During the same quarter in the prior year, the firm earned $0.17 earnings per share. The firm’s revenue was up 2.0% on a year-over-year basis. CNH Industrial has set its FY 2026 guidance at 0.410-0.460 EPS.

Institutional Investors Weigh In On CNH Industrial

Several institutional investors have recently added to or reduced their stakes in the company. Measured Wealth Private Client Group LLC bought a new position in shares of CNH Industrial during the third quarter valued at about $29,000. Advisory Services Network LLC purchased a new position in CNH Industrial during the 3rd quarter valued at about $37,000. Rothschild Investment LLC lifted its holdings in CNH Industrial by 1,734.2% in the 4th quarter. Rothschild Investment LLC now owns 3,485 shares of the company’s stock worth $32,000 after buying an additional 3,295 shares during the period. Transamerica Financial Advisors LLC lifted its holdings in CNH Industrial by 923.2% in the 2nd quarter. Transamerica Financial Advisors LLC now owns 3,653 shares of the company’s stock worth $47,000 after buying an additional 3,296 shares during the period. Finally, Kestra Advisory Services LLC bought a new stake in shares of CNH Industrial in the 4th quarter worth approximately $34,000. Hedge funds and other institutional investors own 59.88% of the company’s stock.

Key CNH Industrial News

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

• Positive Sentiment: CNH said an aging farm-equipment fleet could help drive a recovery in agricultural machinery demand beginning in 2027. The company also reported quarterly revenue slightly above expectations and raised its full-year outlook, supporting the longer-term recovery thesis. CNH expects farm equipment demand to revive in 2027
• Positive Sentiment: Northland Securities raised its EPS forecasts across multiple periods, including 2026 through 2030. Its FY2027 estimate increased to $0.60 from $0.51, FY2028 to $0.71 from $0.63, FY2029 to $0.74 from $0.66, and FY2030 to $0.76 from $0.67, indicating expectations for improving profitability. CNH Industrial Stock Price Expected to Rise, BMO Capital Markets Analyst Says
• Positive Sentiment: Truist Financial reaffirmed its Buy rating and maintained a $15 price target, implying substantial potential upside from recent trading levels. BMO Capital Markets also expects the shares to rise, although it retains a Market Perform rating. CNH Industrial Earns Buy Rating from Truist Financial
• Neutral Sentiment: Technical analysts noted that CNH has reached a key support level and formed a “golden cross,” which may attract momentum-oriented buyers but does not change the company’s fundamental outlook. Should You Buy CNH Industrial After Golden Cross?
• Negative Sentiment: CNH continues to operate through a prolonged agricultural downturn. Affordability challenges, soft equipment demand and concerns about operating margins and execution temper the bullish recovery narrative. Analyst views remain mixed, and Truist reduced its price target to $15 from $16 while maintaining its Buy rating. CNH Industrial Grinding Its Way Through a Prolonged Ag Slump

CNH Industrial Company Profile

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.