Northland Securities Forecasts CNH Industrial Q2 Earnings

CNH Industrial N.V. (NYSE:CNH) – Analysts at Northland Securities boosted their Q2 2026 earnings per share estimates for CNH Industrial in a research report issued on Tuesday, March 31st. Northland Securities analyst E. Jackson now expects that the company will post earnings of $0.11 per share for the quarter, up from their previous forecast of $0.10. The consensus estimate for CNH Industrial’s current full-year earnings is $0.70 per share. Northland Securities also issued estimates for CNH Industrial’s FY2026 earnings at $0.37 EPS and FY2027 earnings at $0.50 EPS.

A number of other brokerages have also weighed in on CNH. Truist Financial set a $12.00 target price on shares of CNH Industrial in a research report on Wednesday, January 14th. UBS Group decreased their price target on shares of CNH Industrial from $15.00 to $14.00 and set a “buy” rating on the stock in a research note on Monday, January 5th. Citigroup dropped their price objective on shares of CNH Industrial from $15.00 to $13.00 and set a “buy” rating for the company in a report on Tuesday, March 10th. iA Financial set a $13.00 price objective on CNH Industrial in a research report on Wednesday, January 14th. Finally, Oppenheimer lifted their target price on CNH Industrial from $13.00 to $16.00 and gave the stock an “outperform” rating in a report on Wednesday, February 18th. Eight investment analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company has an average rating of “Hold” and a consensus target price of $13.30.

CNH Industrial Trading Down 3.3%

CNH Industrial stock opened at $10.66 on Friday. CNH Industrial has a 1 year low of $9.00 and a 1 year high of $14.27. The firm’s 50 day moving average price is $11.50 and its 200-day moving average price is $10.62. The company has a debt-to-equity ratio of 3.44, a current ratio of 13.34 and a quick ratio of 11.36. The stock has a market cap of $13.22 billion, a P/E ratio of 26.64, a PEG ratio of 1.65 and a beta of 1.26.

CNH Industrial (NYSE:CNH) last issued its earnings results on Saturday, February 14th. The company reported $0.19 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.11 by $0.08. CNH Industrial had a return on equity of 8.90% and a net margin of 2.82%.The company had revenue of $5.16 billion for the quarter, compared to the consensus estimate of $4.91 billion. During the same quarter last year, the company earned $0.15 EPS. The firm’s quarterly revenue was up 5.8% on a year-over-year basis.

Hedge Funds Weigh In On CNH Industrial

A number of institutional investors and hedge funds have recently modified their holdings of the stock. Integrated Wealth Concepts LLC increased its position in shares of CNH Industrial by 12.3% during the 1st quarter. Integrated Wealth Concepts LLC now owns 16,143 shares of the company’s stock valued at $198,000 after purchasing an additional 1,772 shares during the last quarter. Goldman Sachs Group Inc. lifted its position in CNH Industrial by 70.5% in the first quarter. Goldman Sachs Group Inc. now owns 2,268,436 shares of the company’s stock worth $27,856,000 after buying an additional 938,035 shares during the last quarter. Prudential Financial Inc. boosted its stake in CNH Industrial by 24.3% during the second quarter. Prudential Financial Inc. now owns 59,370 shares of the company’s stock worth $769,000 after buying an additional 11,620 shares during the period. Hsbc Holdings PLC boosted its stake in CNH Industrial by 7.9% during the second quarter. Hsbc Holdings PLC now owns 135,241 shares of the company’s stock worth $1,756,000 after buying an additional 9,865 shares during the period. Finally, Norges Bank bought a new position in CNH Industrial during the second quarter valued at $61,198,000. Hedge funds and other institutional investors own 59.88% of the company’s stock.

CNH Industrial Cuts Dividend

The business 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 is Thursday, May 21st. This represents a yield of 89.0%.

CNH Industrial News Roundup

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

• Positive Sentiment: Barclays raised its price target to $12 and kept an “overweight” rating, highlighting upside versus the current share level and likely contributing to buying interest. CNH Industrial (NYSE:CNH) Stock Price Expected to Rise, Barclays Analyst Says Benzinga: Barclays raises PT to $12
• Positive Sentiment: Northland Securities issued a series of small upward revisions to near-term and FY2026–FY2027 EPS: Q2 2026 from $0.10 to $0.11, FY2026 from $0.35 to $0.37, and FY2027 from $0.48 to $0.50, plus refreshed quarterly pacing for FY2027 (Q1 $0.05, Q2 $0.12, Q3 $0.11, Q4 $0.22). These tweaks reflect slightly stronger earnings assumptions and support the view that the company can meet or modestly beat consensus.
• Neutral Sentiment: CNH made a community education donation supporting welding and manufacturing programs in Mediapolis schools — positive for local goodwill and workforce development but unlikely to move near-term earnings. CNH donation brings welding, manufacturing programs to Mediapolis schools

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.