Global Retirement Partners LLC Has $3.13 Million Stake in Cummins Inc. $CMI

Global Retirement Partners LLC lifted its position in shares of Cummins Inc. (NYSE:CMI) by 18.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 6,132 shares of the company’s stock after purchasing an additional 938 shares during the period. Global Retirement Partners LLC’s holdings in Cummins were worth $3,130,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors also recently made changes to their positions in CMI. Brighton Jones LLC increased its stake in shares of Cummins by 4.1% during the fourth quarter. Brighton Jones LLC now owns 2,112 shares of the company’s stock worth $736,000 after purchasing an additional 83 shares during the period. Intech Investment Management LLC increased its stake in shares of Cummins by 40.8% during the first quarter. Intech Investment Management LLC now owns 3,956 shares of the company’s stock worth $1,240,000 after purchasing an additional 1,146 shares during the period. Treasurer of the State of North Carolina increased its stake in shares of Cummins by 2.8% during the second quarter. Treasurer of the State of North Carolina now owns 64,289 shares of the company’s stock worth $21,055,000 after purchasing an additional 1,759 shares during the period. ICW Investment Advisors LLC bought a new position in shares of Cummins during the second quarter worth approximately $225,000. Finally, Osterweis Capital Management Inc. bought a new position in shares of Cummins during the second quarter worth approximately $31,000. Institutional investors own 83.46% of the company’s stock.

Key Headlines Impacting Cummins

Here are the key news stories impacting Cummins this week:

• Positive Sentiment: Zacks Research raised multiple earnings forecasts for Cummins, including FY2026 to $29.28 per share, FY2027 to $31.73, and FY2028 to $35.32, while maintaining a Strong-Buy rating. Cummins stock page
• Positive Sentiment: The analyst also lifted near-term quarterly estimates across 2026 and 2027, suggesting expectations for sustained earnings momentum rather than a one-quarter boost. Cummins stock page
• Positive Sentiment: At its investor day, Cummins said it is raising its 2030 financial targets and announced large-engine capacity and product investments, signaling confidence in future growth and profitability. Business Wire article
• Positive Sentiment: Coverage of the investor event also highlighted how Cummins is positioning itself for opportunities tied to the AI boom, which may have helped sentiment around the stock. Barron’s article

Analyst Ratings Changes

A number of equities analysts have recently weighed in on CMI shares. Zacks Research upgraded Cummins from a “hold” rating to a “strong-buy” rating in a research note on Thursday, May 7th. JPMorgan Chase & Co. increased their target price on Cummins from $600.00 to $725.00 and gave the stock a “neutral” rating in a research note on Wednesday, May 6th. Sanford C. Bernstein restated a “market perform” rating on shares of Cummins in a research note on Friday. Weiss Ratings lowered Cummins from a “buy (b)” rating to a “buy (b-)” rating in a research note on Wednesday, May 6th. Finally, Evercore restated an “outperform” rating and set a $845.00 price objective on shares of Cummins in a research note on Monday, May 11th. One investment analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and five have issued a Hold rating to the company’s stock. According to data from MarketBeat, Cummins has a consensus rating of “Moderate Buy” and an average target price of $677.87.

Insider Transactions at Cummins

In other Cummins news, VP Donald G. Jackson sold 730 shares of the firm’s stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $710.92, for a total value of $518,971.60. Following the sale, the vice president owned 8,316 shares of the company’s stock, valued at approximately $5,912,010.72. This trade represents a 8.07% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, VP Nathan R. Stoner sold 607 shares of the firm’s stock in a transaction on Monday, May 11th. The shares were sold at an average price of $694.06, for a total value of $421,294.42. Following the completion of the sale, the vice president directly owned 9,447 shares in the company, valued at approximately $6,556,784.82. This represents a 6.04% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 22,397 shares of company stock worth $14,465,833. 0.30% of the stock is owned by insiders.

Cummins Price Performance

Cummins stock opened at $640.41 on Friday. The stock’s fifty day moving average price is $612.02 and its two-hundred day moving average price is $562.53. Cummins Inc. has a one year low of $307.90 and a one year high of $718.08. The company has a debt-to-equity ratio of 0.50, a current ratio of 1.71 and a quick ratio of 1.11. The firm has a market cap of $88.37 billion, a PE ratio of 33.23, a price-to-earnings-growth ratio of 1.58 and a beta of 1.27.

Cummins (NYSE:CMI) last issued its earnings results on Tuesday, May 5th. The company reported $6.15 earnings per share for the quarter, beating analysts’ consensus estimates of $5.63 by $0.52. The firm had revenue of $8.40 billion for the quarter, compared to the consensus estimate of $8.37 billion. Cummins had a return on equity of 25.25% and a net margin of 7.89%.The company’s revenue was up 2.7% compared to the same quarter last year. During the same quarter last year, the business posted $5.96 EPS. As a group, research analysts expect that Cummins Inc. will post 28.93 EPS for the current fiscal year.

Cummins Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, June 4th. Shareholders of record on Friday, May 22nd will be issued a $2.00 dividend. This represents a $8.00 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date of this dividend is Friday, May 22nd. Cummins’s dividend payout ratio (DPR) is currently 41.52%.

Cummins 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.