Cummins Inc. stock underperforms Thursday when compared to competitors
Cummins Inc. (CMI) stock fell by 2.49% on Thursday, closing at $593.24, experiencing its third consecutive day of losses. This underperformance occurred during a generally poor trading session, with the S&P 500 Index and Dow Jones Industrial Average also declining. The stock's dip was in contrast to its competitors, indicating a weaker day for Cummins Inc.
Cummins to supply BESS for large US data center project
Cummins Inc. has been selected to provide its 5 MWh liquid-cooled Battery Energy Storage System (BESS) platform for a major data center project in the United States. This system will manage AI-driven power load fluctuations, reduce demand oscillations, and improve power ride-through capabilities by integrating with facility microgrids and backup generators. The specific details, including total capacity, timelines, and the client, have not been disclosed.
Unpacking Q2 Earnings: Commercial Vehicle Group (NASDAQ:CVGI) In The Context Of Other Heavy Transportation Equipment Stocks
This article analyzes the Q2 earnings of Commercial Vehicle Group (NASDAQ:CVGI) and other heavy transportation equipment stocks. It highlights CVGI's strong performance with exceeded revenue and EBITDA guidance, contrasting it with the market's negative reaction, and discusses the best and weakest performers in the sector like Wabash and Greenbrier, respectively. The piece also touches on broader market concerns, including artificial intelligence and geopolitics, and their impact on investor sentiment.
Shepherd Financial Partners LLC Purchases New Position in Cummins Inc. $CMI
Shepherd Financial Partners LLC has acquired a new position in Cummins Inc. (NYSE:CMI), purchasing 1,760 shares valued at approximately $1.26 million. Institutional investors collectively own 83.46% of the company's stock, and analysts have a "Moderate Buy" consensus rating with an average price target of $745.64. Cummins recently reported quarterly revenue of $9.46 billion, an increase of 9.4% year over year, and raised its quarterly dividend to $2.20 per share, despite missing earnings expectations.
NewEdge Wealth LLC Purchases Shares of 10,517 Cummins Inc. $CMI
NewEdge Wealth LLC acquired 10,517 shares of Cummins Inc. (NYSE:CMI) during the second quarter, valuing its new position at approximately $7.5 million. Cummins reported quarterly EPS of $6.73, missing analyst expectations, but saw revenue increase by 9.4% year-over-year. The company also raised its quarterly dividend to $2.20 per share, resulting in an annualized dividend of $8.80 and a 1.4% yield.
Knuff & Co LLC Acquires New Position in Cummins Inc. $CMI
Knuff & Co LLC has acquired a new position in Cummins Inc. (NYSE:CMI), purchasing 1,965 shares valued at approximately $1.4 million during the second quarter. Other institutional investors also increased their holdings in Cummins, with hedge funds and institutional investors collectively owning 83.46% of the company's stock. Despite missing analyst EPS estimates, Cummins reported a 9.4% increase in revenue year-over-year and raised its quarterly dividend to $2.20 per share, while analysts maintain a "Moderate Buy" consensus rating with an average price target of $745.64.
3,725 Shares in Cummins Inc. $CMI Acquired by Csenge Advisory Group
Csenge Advisory Group recently acquired 3,725 shares of Cummins Inc. (NYSE:CMI), valued at approximately $2,657,000, as disclosed in their latest SEC filing. Other institutional investors have also adjusted their holdings in Cummins, which currently has a market capitalization of $83.56 billion and recently declared an increased quarterly dividend of $2.20 per share. Wall Street analysts maintain a "Moderate Buy" rating for Cummins, with an average target price of $745.64, after the company reported quarterly earnings that missed consensus estimates but showed a 9.4% year-over-year revenue increase.
Diesel Engines Meet the AI Boom: Inside Caterpillar and Cummins’ Record Quarters
Caterpillar (CAT) and Cummins (CMI) are experiencing record quarters driven by strong demand for distributed power, particularly from data centers fueled by the AI boom, and robust North American construction. Both companies exceeded analyst expectations and raised full-year guidance, with Caterpillar also benefiting from tariff relief. While Caterpillar trades at a higher P/E multiple, Cummins offers a more appealing entry point with strong growth at a lower valuation, according to Insider Monkey.
Cummins Lands Battery Storage Deal for Major US Data Center
Cummins has secured a deal to provide battery storage for a major U.S. data center, reflecting a growing trend among companies to adopt on-site power solutions for rapid data center deployment. This move aligns with the increasing demand for efficient energy solutions in the data center industry. The article highlights how such deals help bring data centers online quickly.
Cummins Inc. stock outperforms competitors despite losses on the day
Shares of Cummins Inc. (CMI) decreased by 2.00% to $608.37 on Wednesday, marking its second consecutive day of losses. Despite this, the stock still outperformed the broader market, as the S&P 500 Index rose by 0.21% and the Dow Jones Industrial Average increased by 0.22%.
Is Caterpillar Stock A Power Play Or A Capacity Trap?
Caterpillar (CAT) stock has more than doubled in the past year, significantly outperforming its peers, largely due to its Power & Energy segment. This segment, driven by demand from data centers, has an order backlog extending years into the future, fundamentally repricing the stock. While demand is strong, the company's new challenge lies in increasing production capacity to meet these extensive orders, shifting the focus from order acquisition to execution.
Wealthfront Advisers LLC Makes New $12.35 Million Investment in Cummins Inc. $CMI
Wealthfront Advisers LLC has made a new investment of $12.35 million in Cummins Inc. by purchasing 17,320 shares. Institutional investors collectively own 83.46% of Cummins, which recently reported Q2 revenue of $9.46 billion and raised its quarterly dividend to $2.20 per share. Analysts currently have a "Moderate Buy" rating for the stock with an average price target of $745.64.
6,026 Shares in Cummins Inc. $CMI Acquired by Meeder Advisory Services Inc.
Meeder Advisory Services Inc. recently acquired 6,026 shares of Cummins Inc. (NYSE:CMI) for approximately $4.298 million during the second quarter. Several other institutional investors also adjusted their holdings in Cummins. The company also announced an increased quarterly dividend of $2.20 per share, to be paid on September 3rd.
Cummins tapped to supply BESS for large US data centre project
Cummins has been selected to provide a Battery Energy Storage System (BESS) for a significant data center project in the United States. This move highlights the growing integration of energy storage solutions within large-scale infrastructure, particularly in the data center sector. The article, authored by Sladjana Djunisic, was published on August 19, 2026.
Diversify Advisory Services LLC Acquires New Shares in Cummins Inc. $CMI
Diversify Advisory Services LLC has acquired 15,200 shares of Cummins Inc. (NYSE:CMI) during the second quarter, valued at approximately $10.06 million. This move comes as institutional investors and hedge funds collectively own a significant 83.46% of the company. Despite missing analyst earnings estimates, Cummins reported a 9.4% year-over-year revenue increase and recently raised its quarterly dividend from $2.00 to $2.20 per share, indicating confidence in future performance.
3,658 Shares in Cummins Inc. $CMI Bought by Chancellor Financial Group WB LP
Chancellor Financial Group WB LP acquired 3,658 shares of Cummins Inc. (NYSE:CMI) during the second quarter, valuing the stake at approximately $2.6 million and making it their 13th largest holding. The acquisition highlights continued institutional interest in Cummins, with other major firms like BlackRock and Norges Bank also increasing their positions. Despite a recent earnings miss, analysts generally maintain a "Moderate Buy" rating for CMI, and the company recently increased its quarterly dividend to $2.20 per share.
46,191 Shares in Cummins Inc. $CMI Purchased by Great Lakes Advisors LLC
Great Lakes Advisors LLC has acquired a new position of 46,191 shares in Cummins Inc. (NYSE:CMI) during the second quarter, valued at approximately $32.94 million. Several other institutional investors also bought new positions in Cummins, with 83.46% of the stock now owned by institutional investors and hedge funds. The article also details Cummins' recent financial performance, dividend increase, and analyst ratings, noting an average "Moderate Buy" rating with a target price of $745.64.
18,435 Shares in Cummins Inc. $CMI Bought by Foster & Motley Inc.
Foster & Motley Inc. recently acquired 18,435 shares of Cummins Inc. (NYSE:CMI) for approximately $13.15 million, as disclosed in their latest SEC filing. This acquisition is part of a broader trend of institutional investors modifying their positions in Cummins. The stock currently holds a "Moderate Buy" consensus rating from Wall Street analysts, with an average price target of $745.64, and Cummins also announced an increase in its quarterly dividend.
Energy Income Partners LLC Buys New Holdings in Cummins Inc. $CMI
Energy Income Partners LLC has acquired a new stake in Cummins Inc., purchasing 51,595 shares valued at approximately $36.8 million. Several other institutional investors also adjusted their holdings in Cummins during recent quarters. The company recently reported its quarterly earnings, missing analyst estimates, but increased its quarterly dividend to $2.20 per share.
Danske Bank A S Buys Shares of 132,744 Cummins Inc. $CMI
Danske Bank A/S has acquired 132,744 shares of Cummins Inc. (NYSE:CMI) for approximately $94.7 million, representing a 0.10% stake in the company. Institutional investors collectively own 83.46% of Cummins. Despite missing earnings estimates in its latest quarter, Cummins saw a 9.4% increase in revenue and raised its quarterly dividend to $2.20 per share, with analysts maintaining a "Moderate Buy" rating and an average price target of $745.64.
Cummins Lands Its Biggest-Ever Battery Storage Project
Cummins' Power Generation business has secured its largest battery energy storage system (BESS) deployment to date for a major U.S. data center project, expanding its role in powering AI-focused facilities. The BESS will help manage rapid electricity demand changes from AI workloads, improve power quality, and stabilize the utility connection. This achievement reflects growing demand for energy storage solutions in data centers facing grid constraints and rising costs.
Alpine Woods Capital Investors LLC Takes Position in Cummins Inc. $CMI
Alpine Woods Capital Investors LLC has acquired a new position in Cummins Inc. (NYSE:CMI), purchasing 14,074 shares valued at approximately $10 million, making it their 4th largest holding. Other institutional investors have also adjusted their stakes in Cummins, with 83.46% of the stock owned by institutions. The article also provides details on Cummins' recent financial performance, dividend increase, and current analyst ratings, which generally recommend a "Moderate Buy" for the stock.
Cummins unveils largest-ever battery system for data center project
Cummins Inc. announced it will provide its largest-ever battery storage system for a U.S. data center project. This system is designed to manage power surges caused by artificial intelligence, ensuring grid stability and preventing outages during peak demand. The Columbus-based company launched this specific line of battery storage in May 2025 to help data centers handle rapidly changing electricity needs and overcome grid limitations.
Cummins Inc. stock outperforms competitors despite losses on the day
Cummins Inc. (CMI) shares fell 3.17% to $620.81 on Tuesday, despite a broader market downturn where the S&P 500 Index and Dow Jones Industrial Average also declined. The stock closed 15.85% below its 52-week high, yet still managed to outperform some competitors on a rough trading day.
Cummins Inc (CMI) Shares Fall 3.2% -- What GF Score of 84 Tells Investors
Cummins Inc (CMI) shares fell 3.2% to $620.81, placing it significantly overvalued according to its GF Value™ estimate of $351.47. Despite a strong GF Score™ of 84/100, driven by high profitability and growth, the company's valuation rank is low, and insiders have sold $47.3 million worth of shares with no buying activity. This suggests caution for investors due to potential future price corrections.
Cummins to battery energy supply storage systems for US data center project
Cummins' Power Generation business has been selected to supply battery energy storage systems (BESS) for a major U.S. data center project, marking its largest BESS deployment to date. These systems will manage power fluctuations, improve power quality, and enhance system reliability for data centers, especially those handling AI workloads. The project highlights the increasing demand for robust energy infrastructure in the rapidly expanding data center sector.
Cummins selected to supply battery energy storage systems for large U.S. data center project
Cummins Inc. (NYSE: CMI) has been selected to supply battery energy storage systems (BESS) for a major U.S. data center project, marking its largest BESS deployment to date. These systems are designed to manage AI-driven load fluctuations, mitigate oscillations, and enhance performance, supporting the growing demand for data center capacity with reliable and sustainable power solutions. This initiative highlights Cummins' commitment to innovation and providing flexible, utility-scale BESS solutions to optimize power infrastructure for hyperscale and AI-driven data center campuses.
Enpro, Valmont, Cummins, Regal Rexnord, and FTAI Infrastructure Shares Are Falling, What You Need To Know
Shares of Enpro, Valmont, Cummins, Regal Rexnord, and FTAI Infrastructure fell following a weaker-than-expected industrial production report for July, which showed a 0.2% increase compared to the anticipated 0.4%. This slowdown in growth raised concerns about cooling economic activity and softening demand for manufactured goods. Enpro's stock, despite the recent dip, is up 50.2% year-to-date and has shown significant long-term growth for investors.
Cummins wins battery storage contract for U.S. data center
Cummins Inc. has secured its largest battery energy storage system contract to date for a U.S. data center project. These systems are designed to manage AI-driven load fluctuations, improve power quality, and maintain stable load profiles. The technology, launched in May 2025, features 5MWh nominal capacity lithium iron phosphate batteries and flexible architecture for hyperscale workloads.
Cummins selected to supply battery energy storage systems for large U.S. data center project
Cummins Inc. announced that its Power Generation business will supply battery energy storage systems (BESS) for a large U.S. data center project. This marks Cummins' largest BESS deployment to date, addressing AI-driven load fluctuations and enhancing ride-through performance for data centers. The BESS solution aims to accelerate deployment timelines, improve resilience, and optimize power capacity amidst increasing grid constraints and energy costs.
Cummins selected to supply battery energy storage systems for large U.S. data center project
Cummins Inc. announced its Power Generation business will supply battery energy storage systems (BESS) for a major U.S. data center project, marking its largest BESS deployment to date. These systems are designed to manage AI-driven load fluctuations, mitigate oscillations, and improve power quality, reflecting Cummins' commitment to reliable and sustainable power solutions for the North American data center market. The BESS solutions, launched in May 2025, aim to accelerate deployment, enhance resilience, and optimize power capacity for data center developers facing grid constraints and rising energy costs.
Meeder Asset Management Inc. Buys Shares of 12,887 Cummins Inc. $CMI
Meeder Asset Management Inc. acquired a new stake of 12,887 shares in Cummins Inc. (NYSE:CMI) during the second quarter, valued at approximately $9.2 million. Institutional investors now own 83.46% of Cummins, while analysts have a "Moderate Buy" rating with a consensus price target of $745.64. The company reported quarterly revenue of $9.46 billion, a 9.4% year-over-year increase, and raised its quarterly dividend to $2.20 per share.
Tiemann Investment Advisors LLC Purchases New Position in Cummins Inc. $CMI
Tiemann Investment Advisors LLC recently acquired a new position in Cummins Inc. (NYSE:CMI), purchasing 1,559 shares valued at approximately $1.11 million during the second quarter. This acquisition is part of a broader institutional interest, with hedge funds and other institutional investors owning 83.46% of the stock. Despite missing quarterly EPS estimates, Cummins reported a 9.4% year-over-year revenue increase and boosted its quarterly dividend, maintaining a "Moderate Buy" consensus among analysts with an average price target of $745.64.
Occidental Asset Management LLC Makes New $8.32 Million Investment in Cummins Inc. $CMI
Occidental Asset Management LLC has made a new $8.32 million investment in Cummins Inc. (NYSE:CMI), acquiring 11,672 shares, making it their 23rd largest holding. Cummins reported mixed quarterly results, with revenue up 9.4% to $9.46 billion but earnings per share of $6.73 missing estimates. The company increased its quarterly dividend to $2.20 per share, and analysts maintain a "Moderate Buy" rating with an average price target of $745.64.
Pallas Capital Advisors LLC Takes Position in Cummins Inc. $CMI
Pallas Capital Advisors LLC has acquired a new stake in Cummins Inc. (NYSE:CMI), purchasing 3,343 shares valued at approximately $2,384,000. This move comes as other institutional investors have also adjusted their positions in the company. Analysts currently rate Cummins as a "Moderate Buy" with a consensus target price of $745.64, following recent earnings results and a dividend increase.
Perigon Wealth Management LLC Purchases New Stake in Cummins Inc. $CMI
Perigon Wealth Management LLC has acquired a new stake in Cummins Inc. (NYSE:CMI), purchasing 6,837 shares valued at approximately $4.88 million. This move is part of a broader trend of institutional investors making changes to their positions in CMI, with several analysts maintaining a "Moderate Buy" rating for the company and an average target price of $745.64. Cummins also recently increased its quarterly dividend to $2.20 per share.
MidFirst Bank Makes New Investment in Cummins Inc. $CMI
MidFirst Bank has acquired a new position in Cummins Inc. (NYSE:CMI) by purchasing 2,114 shares valued at approximately $1,508,000 during the second quarter. This move is part of a broader trend of institutional investors increasing their stakes in Cummins, with several analysts also raising price targets and maintaining "buy" or "overweight" ratings for the stock. Cummins recently reported earnings, which missed consensus estimates, but the company also announced an increase in its quarterly dividend.
Trust Co. of Vermont Purchases Shares of 17,022 Cummins Inc. $CMI
Trust Co. of Vermont recently acquired a new position in Cummins Inc. (NYSE: CMI), purchasing 17,022 shares valued at approximately $12.14 million. This move is part of broader institutional investment activity, with other firms also adjusting their stakes in the company. Cummins has shown a strong market performance, with a current market capitalization of $88.45 billion and a recently increased quarterly dividend, reflecting confidence in its financial health and future earnings potential.
Principle Wealth Partners LLC Invests $10.88 Million in Cummins Inc. $CMI
Principle Wealth Partners LLC has acquired a new stake in Cummins Inc. (NYSE:CMI) during the second quarter, purchasing 15,260 shares valued at approximately $10.88 million. Other institutional investors have also adjusted their holdings in Cummins, which currently has a market capitalization of $88.45 billion. The company recently reported its quarterly earnings, missing analyst estimates, but increased its quarterly dividend to $2.20 per share.
Mitsubishi UFJ Asset Management Co. Ltd. Makes New Investment in Cummins Inc. $CMI
Mitsubishi UFJ Asset Management Co. Ltd. has acquired a new stake in Cummins Inc. (NYSE:CMI) during the second quarter, purchasing 348,555 shares valued at approximately $248.37 million. This investment comes as other institutional investors have also adjusted their positions in Cummins. The company recently increased its quarterly dividend and analysts have given it a "Moderate Buy" rating.
Citizens Financial Group Inc. RI Makes New Investment in Cummins Inc. $CMI
Citizens Financial Group Inc. RI has acquired a new stake in Cummins Inc. (NYSE:CMI), purchasing 38,369 shares valued at approximately $27.37 million. Other institutional investors like BlackRock Inc. and MidFirst Bank have also adjusted their holdings in Cummins. Wall Street analysts maintain a "Moderate Buy" rating for Cummins, with an average target price of $745.64.
Deutsche Bank AG Makes New Investment in Cummins Inc. $CMI
Deutsche Bank AG has made a new significant investment in Cummins Inc. (NYSE:CMI), acquiring over 522,000 shares valued at approximately $372.8 million. This investment highlights continued institutional interest in Cummins, which recently reported strong revenue growth but missed EPS expectations. The company also increased its quarterly dividend and maintains a "Moderate Buy" consensus rating from analysts.
2,691 Shares in Cummins Inc. $CMI Acquired by Commerzbank Aktiengesellschaft FI
Commerzbank Aktiengesellschaft FI recently acquired 2,691 shares of Cummins Inc. (NYSE:CMI) valued at approximately $1,919,000 during the second quarter. This move is part of broader institutional interest, with several other large investors also modifying their holdings in Cummins. The article also provides an overview of recent analyst ratings, financial performance, and dividend information for the company.
BlackRock Inc. Acquires New Shares in Cummins Inc. $CMI
BlackRock Inc. has acquired a new stake in Cummins Inc. (NYSE:CMI), purchasing over 11.5 million shares valued at approximately $8.2 billion during the second quarter, making them a significant shareholder with 8.36% ownership. Other institutional investors have also adjusted their positions, and analysts generally rate Cummins as a "Moderate Buy" with an average price target of $745.64, despite the company recently missing quarterly earnings estimates. Cummins has also increased its quarterly dividend to $2.20 per share.
Cummins Inc. stock underperforms Monday when compared to competitors despite daily gains
Cummins Inc. (CMI) stock advanced 1.57% on Monday, reaching $641.16, despite a general market downturn with the S&P 500 and Dow Jones Industrial Average both falling. However, the stock still underperformed relative to its competitors. This gain ended a two-day losing streak for Cummins.
Penske Commercial Truck Sales Rise as Q2 Revenue Declines
Penske Automotive Group reported increased retail commercial truck sales in Q2 2026, with 5,431 units sold, despite a decline in commercial truck revenue to $927.8 million and pre-tax income to $47.2 million. The company attributed the revenue decline to weak truck order intake in Q3 and Q4 2025 but noted improving market conditions and a significant increase in North American Class 8 truck orders. Penske Transportation Solutions also saw a 7% rise in earnings for the quarter, contributing to Penske Automotive's overall revenue of $8.5 billion.
OneDigital Investment Advisors LLC Buys New Stake in Cummins Inc. $CMI
OneDigital Investment Advisors LLC has acquired a new stake in Cummins Inc. (NYSE:CMI), purchasing 5,573 shares valued at approximately $3.97 million in the second quarter. Cummins maintains a "Moderate Buy" consensus rating from analysts with an average price target of $745.64, despite missing earnings per share estimates in its latest report. The company also announced an increase in its quarterly dividend from $2.00 to $2.20 per share.
HBK Sorce Advisory LLC Makes New Investment in Cummins Inc. $CMI
HBK Sorce Advisory LLC recently acquired 3,939 shares of Cummins Inc. (NYSE:CMI), valued at approximately $2.56 million, marking a new investment in the company. Despite missing adjusted EPS estimates, Cummins reported a 9.4% year-over-year revenue increase and raised its quarterly dividend to $2.20 per share. Analysts maintain a "Moderate Buy" rating with a consensus target price of $745.64, reflecting continued institutional interest and a generally positive outlook.
Plato Investment Management Ltd Makes New Investment in Cummins Inc. $CMI
Plato Investment Management Ltd has acquired a new stake in Cummins Inc. (NYSE:CMI), purchasing 5,203 shares valued at approximately $3.69 million in the second quarter. Several other institutional investors also adjusted their holdings in Cummins. Wall Street analysts maintain a "Moderate Buy" consensus rating for Cummins, with an average price target of $745.64.
Simplicity Wealth LLC Invests $1.37 Million in Cummins Inc. $CMI
Simplicity Wealth LLC has acquired a new stake of 1,922 shares in Cummins Inc. (NYSE:CMI), valued at approximately $1.37 million, during the second quarter. Cummins reported strong quarterly revenue growth of 9.4% year-over-year, reaching $9.46 billion, although its EPS of $6.73 missed analyst expectations. The company also increased its quarterly dividend from $2.00 to $2.20 per share, offering a 1.4% yield.
