Barings LLC Sells 256,451 Shares of CNH Industrial N.V. $CNH
Barings LLC significantly reduced its stake in CNH Industrial N.V. (NYSE:CNH) by selling 256,451 shares in the third quarter, retaining 140,804 shares valued at $1.53 million. Despite this sale, CNH Industrial reported strong Q3 earnings, beating analyst estimates with $0.19 EPS and $5.16 billion in revenue, and set optimistic FY2026 guidance. Several other institutional investors, including Thrivent Financial and Massachusetts Financial Services Co., increased their positions in the company, with overall institutional ownership at nearly 60%.
CNH Industrial N.V. $CNH Shares Sold by Envestnet Asset Management Inc.
Envestnet Asset Management Inc. significantly reduced its stake in CNH Industrial N.V. by 17.9% in the 3rd quarter, selling 157,113 shares. Despite this, CNH Industrial reported strong Q4 results, beating EPS and revenue expectations and raising its FY-2026 EPS guidance. The stock currently holds a "Hold" consensus rating from analysts with institutional ownership at 59.88%.
Research Alert: CFRA Keeps Hold Opinion On Shares Of Cnh Industrial N.v.
CFRA has maintained a "Hold" opinion on shares of CNH Industrial N.V. The article also provides a brief financial report for Unity Software (U.US), noting its fourth-quarter revenue increased 35% year-over-year to $609 million, exceeding estimates, despite a quarterly loss of 66 cents per share. Investors are directed to log in or create an account for full access to the news.
CNH in Top 1% of S&P Global’s 2026 Sustainability Yearbook
CNH has been recognized in the top 1% of companies in S&P Global’s 2026 Sustainability Yearbook, achieving a score of 83/100 in the 2025 Corporate Sustainability Assessment. This accomplishment follows CNH's inclusion in the Dow Jones Sustainability World and North America Indices and its recognition with an A Climate score and A- Water score from CDP, highlighting the company's strong commitment to sustainability across its operations.
CNH Stock Rating Update: Oppenheimer Raises Price Target to $16.
Oppenheimer has reaffirmed its "Outperform" rating for CNH Industrial (CNH) and increased its price target from $13.00 to $16.00, marking a 23.08% increase. This update reflects a positive outlook on the company's future performance and expected growth. The article also provides historical analyst ratings and a Wall Street consensus forecast, indicating an average target price of $12.99 with an "Outperform" status from 21 brokerage firms.
How CNH landed in the top 1% of S&P’s global sustainability rankings
CNH (NYSE: CNHI) has achieved a top 1% ranking in S&P Global’s 2026 Sustainability Yearbook, scoring 83/100 in the 2025 Corporate Sustainability Assessment. This marks a significant progression for the company, which was previously in the top 5% for two consecutive years. CNH also holds joint first place in its industry on the Dow Jones Sustainability Indices and received A Climate and A- Water scores from CDP, underscoring its strong environmental performance and commitment to sustainability.
CNH Q4 Earnings Beat Expectations, Revenues Increase Y/Y
CNH Industrial reported Q4 2025 adjusted earnings per share of 19 cents, exceeding the Zacks Consensus Estimate of 11 cents, with consolidated revenues up 5.8% year-over-year to $5.16 billion. The Agriculture segment's net sales increased while its adjusted EBIT declined due to lower volumes and higher expenses. The Construction segment saw sales growth but a significant drop in adjusted EBIT, and the Financial Services segment's revenues decreased, though net income rose.
CNH Financial Services originations drop 12.3% YoY
CNH Industrial reported mixed Q4 results with consolidated revenues up 6% YoY but net income down 49.4%. Full-year revenues declined 8.8% and net income fell 59.9%. CNH Financial Services saw an 18.5% increase in quarterly profit despite a 12.3% drop in retail loan originations, while agriculture equipment sales continued to decline.
CNH Industrial (CNH) Beats Q4 Earnings and Revenue Estimates
CNH Industrial (CNH) surpassed Q4 earnings and revenue estimates, reporting $0.19 per share against an expected $0.11, and revenues of $5.16 billion, beating the consensus by 2.74%. Despite this performance and a significant MTD stock increase, the stock currently holds a Zacks Rank #4 (Sell) due to unfavorable estimate revisions. Investors are cautioned to consider the company's earnings outlook and industry trends for future movements.
CNH Industrial (NYSE:CNH) Shares Gap Down - Should You Sell?
CNH Industrial (NYSE:CNH) shares gapped down following its Q4 earnings report, despite beating EPS and revenue estimates, due to trimmed FY2026 guidance and warnings about sluggish farm-machinery demand. The company reported $0.19 EPS on $5.16 billion in revenue, but management lowered its full-year EPS forecast to $0.35–$0.45, citing a recovery pushed to 2027. Analysts maintain a "Hold" consensus with an average price target near $12.97, reflecting cautious sentiment amidst the mixed results.
Stock Traders Buy Large Volume of CNH Industrial Call Options (NYSE:CNH)
Stock traders recently showed significant interest in CNH Industrial (NYSE: CNH), purchasing 30,377 call options, a 6,867% increase over the typical daily volume. This surge occurred despite CNH beating Q4 estimates ($0.19 EPS vs. $0.11; $5.16B revenue vs. $4.91B), as management cut FY-2026 guidance and warned of a delayed demand recovery until 2027. Analyst opinions are mixed, with a consensus "Hold" rating and a target price of $12.97.
CNH Industrial Stock Slides On Weak 2026 Outlook, Soft Ag Demand
CNH Industrial (NYSE: CNH) shares dropped after the company reported its fourth-quarter fiscal 2025 results and provided a weak outlook for 2026. While Q4 adjusted earnings and revenue beat estimates, driven by agricultural and construction net sales increases, the company projects lower adjusted EPS for FY26 compared to street views, and anticipates flat construction sales and a 5% decline in agriculture sales. The cautious outlook is attributed to a challenging agricultural market with depressed crop prices and elevated input costs, and a largely flat construction market.
CNH Industrial Beats Q4 Estimates but Braces for 2026 Industry Trough
CNH Industrial exceeded Q4 2025 financial expectations, driven by strong performances in its construction and financial services segments, despite a cyclical downturn in agriculture. The company issued a cautious outlook for 2026, predicting it to be an "industry trough year" with a further decline in global agricultural retail demand before an anticipated recovery in 2027. CNH plans to navigate this trough by focusing on its "Iron + Tech" strategy, including new precision technology releases and dealer consolidation.
CNH Industrial NV earnings beat by $0.08, revenue topped estimates
CNH Industrial NV (NYSE: CNH) exceeded analyst expectations for its fourth-quarter earnings and revenue. The company reported EPS of $0.19 against an estimate of $0.11, and revenue of $5.16 billion compared to a consensus of $4.97 billion. However, the company provided a lower-than-expected EPS guidance for fiscal year 2026, forecasting $0.35-$0.45 against an analyst consensus of $0.54.
CNH Industrial flags weak 2026 profit on sluggish farm machinery demand
CNH Industrial has forecast a 2026 full-year profit below Wall Street estimates, attributing the weak outlook to sluggish demand for agricultural machinery. Low crop prices, high input costs, and shifting trade policies are impacting farmers' decisions to purchase new equipment, leading CNH to anticipate a decline in retail demand and plan for subdued production. Despite the challenging forecast, the company beat fourth-quarter revenue and adjusted profit estimates.
CNH: Q4 Earnings Snapshot
CNH Industrial NV reported a strong fourth quarter, with profit of $86 million and earnings of 19 cents per share, surpassing Wall Street's expectations of 11 cents per share. The truck, tractor, and bus manufacturer also exceeded revenue forecasts, posting $5.16 billion against an expected $5.02 billion. For the full year, CNH reported a profit of $510 million on revenue of $18.1 billion, and projects full-year earnings between 35 and 45 cents per share.
CNH Industrial Releases 2026 Outlook with Q4 Earnings Beat
CNH Industrial reported a strong Q4 performance, exceeding EPS and revenue expectations. The company provided its 2026 outlook, projecting a slight decline to flat net sales for its agriculture segment, partly due to currency effects. JPMorgan downgraded CNH Industrial, citing a potential downside for North America's large agriculture equipment sales beyond 2025.
CNH Industrial (NYSE:CNH) Issues Quarterly Earnings Results
CNH Industrial (NYSE:CNH) recently reported its quarterly earnings, exceeding analysts' consensus estimates with $0.19 earnings per share against a projected $0.11. The company's financials include a return on equity of 8.32% and a net margin of 3.35%. Several analysts have updated their ratings and price targets for CNH, resulting in a current consensus "Hold" rating with an average price target of $12.97.
CNH Industrial Reports Mixed Q4 2025 Results Amid Downturn
CNH Industrial reported mixed results for Q4 2025, with net income falling but revenues and adjusted profitability improving despite non-cash impairment charges. The full-year 2025 performance reflected a cyclical downturn in the agricultural equipment market, leading the company to tighten inventories and spending. CNH is positioning for a market recovery anticipated from 2027 and received a "Hold" rating with an $11.00 price target from analysts.
(CNH) CNH Industrial Expects 2026 Adjusted EPS Range $0.35 to $0.45, vs. FactSet Est of $0.51
CNH Industrial expects its 2026 adjusted earnings per share (EPS) to be in the range of $0.35 to $0.45. This forecast is below FactSet's estimated EPS of $0.51 for the same period. The news was published by MT Newswires.
CNH Industrial N.V. Reports Fourth Quarter and Full Year 2025 Results
CNH Industrial N.V. (NYSE: CNHI) announced its fourth quarter and full-year 2025 financial results, reporting consolidated revenues of $9.1 billion in Q4, a 6% increase year-over-year, and full-year revenues of $18.6 billion, a 9% decrease. Despite challenging agricultural equipment market conditions, the company achieved a Q4 net income of $89 million and a full-year net income of $505 million, preparing for lower demand in 2026. Management highlighted strategic progress in dealer inventories, operational excellence, and product innovation, while providing a 2026 outlook expecting agricultural segment net sales to be down 5-10% and construction segment net sales to be flat year-over-year.
CNH: Q4 Earnings Snapshot
CNH Industrial NV reported a fourth-quarter profit of $86 million, or 7 cents per share, which exceeded Wall Street expectations. The company's adjusted earnings were 19 cents per share, surpassing the average analyst estimate of 11 cents. CNH also reported revenues of $5.16 billion, beating forecasts, and projected full-year earnings between 35 cents and 45 cents per share.
CNH Industrial N.V. (NYSE:CNH) Sees Large Decline in Short Interest
CNH Industrial N.V. (NYSE:CNH) experienced a 19.1% decline in short interest during January, with the total short interest falling to 48,666,626 shares as of January 30th. This reduction decreased the short-interest ratio to 4.1 days based on average trading volume. Director Suzanne Heywood recently increased her stake by purchasing 52,522 shares, bringing insider ownership to approximately 1%, while institutional investors hold nearly 60% of the stock.
CNH Industrial N.V. $CNH Shares Acquired by BTC Capital Management Inc.
BTC Capital Management Inc. significantly increased its stake in CNH Industrial N.V. during the third quarter, acquiring an additional 97,031 shares to bring their total to 262,047 shares valued at $2.84 million. While institutional investors collectively own 59.88% of the company, analyst ratings are mixed, with a consensus "Hold" rating and an average price target of $12.97. Notably, CNH Industrial director Suzanne Heywood showed insider confidence by purchasing 52,522 shares, increasing her total ownership to 619,427 shares.
CNH Industrial N : Keith O’Brien Tractors Appointed as New Holland Dealer in County Mayo, Ireland
New Holland, a brand under CNH Industrial, has appointed Keith O'Brien Tractors as its new dealer for County Mayo and North Galway, Ireland. This strategic move aims to enhance New Holland's local presence and provide comprehensive product, parts, and aftersales support to customers in the region. Keith O'Brien Tractors brings significant industry experience and a customer-focused approach, reinforcing New Holland's commitment to strong, locally-rooted partnerships in modern agriculture.
Eubel Brady & Suttman Asset Management Inc. Increases Position in CNH Industrial N.V. $CNH
Eubel Brady & Suttman Asset Management Inc. significantly increased its stake in CNH Industrial N.V. by 33.6% in the third quarter, bringing its total ownership to over 2 million shares. This move is part of a broader trend of institutional investors raising their positions in CNH, with total institutional ownership now at about 59.88%. Despite a consensus "Hold" rating from analysts and a target price of $12.97, the company's stock has seen notable institutional activity, alongside recent insider buying.
Analysts Estimate CNH Industrial (CNH) to Report a Decline in Earnings: What to Look Out for
Analysts expect CNH Industrial (CNH) to report a year-over-year decline in earnings for the quarter ended December 2025, despite higher revenues. The consensus EPS estimate is $0.11 per share, down 26.7%, with revenues projected to be $5.02 billion, up 2.9%. While the company has a positive Earnings ESP of +4.08%, its Zacks Rank of #4 makes a conclusive prediction of an earnings beat difficult.
CNH Industrial (NYSE:CNH) Rating Lowered to Sell at Wall Street Zen
Wall Street Zen downgraded CNH Industrial (NYSE:CNH) from a "hold" to a "sell" rating on Sunday. This comes after the company missed quarterly EPS estimates and saw revenues decline 5.5% year-over-year, despite significant insider stock purchases. The consensus among analysts for CNH Industrial remains mixed, with an average rating of "Hold" and a target price of $12.97.
Murphy Pohlad Asset Management LLC Trims Position in CNH Industrial N.V. $CNH
Murphy Pohlad Asset Management LLC significantly reduced its stake in CNH Industrial N.V. (NYSE:CNH) by 69.8% in Q3, selling 149,540 shares and retaining 64,550 shares valued at approximately $700,000. Despite this, company insiders, including Director Howard W. Buffett and Director Suzanne Heywood, have recently increased their holdings, acquiring a total of 73,007 shares. Analysts maintain a consensus "Hold" rating for CNH Industrial, with an average target price of $12.97.
Trading Systems Reacting to (CNH) Volatility
The article discusses how trading systems are reacting to volatility in Cnh Industrial N.v. (CNH), highlighting strong near and mid-term sentiment despite a weak long-term outlook. It provides AI-generated trading signals, including position, momentum breakout, and risk hedging strategies, along with multi-timeframe signal analysis for various risk profiles.
Is CNH Industrial (CNH) Pricing Look Reasonable After Strong Year To Date Rally
This article analyzes CNH Industrial's stock pricing after a strong year-to-date rally, assessing whether it offers good value using various valuation methods. While short-term gains are noted, the article specifically highlights that a Discounted Cash Flow (DCF) analysis suggests the stock might be overvalued, whereas a Price/Earnings (P/E) ratio comparison indicates it could be undervalued relative to its Fair Ratio. It encourages investors to explore different "Narratives" on Simply Wall St's community page to form their own conclusions on CNH Industrial's true valuation.
The Bull Case For CNH Industrial (CNH) Could Change Following Tweedy Browne’s Big Q4 Stake Increase
Value-focused asset manager Tweedy Browne significantly increased its stake in CNH Industrial NV during Q4 2025, adding 6.9 million shares. This move by a long-term investor highlights growing institutional interest in CNH Industrial, particularly amidst advancements in farm mechanization technology. The increased stake potentially strengthens the investment narrative for CNH, suggesting that its current valuation may not fully reflect future earnings growth, despite ongoing financial pressures and nearing its Q4 2025 earnings release.
The Bull Case For CNH Industrial (CNH) Could Change Following Tweedy Browne’s Big Q4 Stake Increase
Value investor Tweedy Browne significantly increased its stake in CNH Industrial (CNH) during Q4 2025, adding 6.9 million shares. This move suggests institutional confidence in CNH's long-term potential, despite recent softer sales and reduced dividends. The increased stake highlights the possibility that CNH's current valuation may not fully reflect its earnings growth forecasts and technological advances in farm mechanization.
CNH Industrial N : 2025 result-based bonus for CNH employees in Italy
CNH Industrial announced the details of its 2025 result-based bonus scheme for eligible employees in Italy, to be paid in February 2026. The bonuses, ranging from €1,100 to €2,800 gross, are linked to the performance of individual production units and employees' contributions to productivity, on-time delivery, and product quality. This initiative aims to reward commitment to the company's competitiveness and profitability objectives.
CNH Industrial N.V. $CNH Stake Cut by Strs Ohio
Strs Ohio significantly reduced its stake in CNH Industrial N.V. (NYSE:CNH) by 89.2% in the third quarter, selling 172,556 shares and now owning 20,987 shares valued at $228,000. Despite this, other institutions like First American Bank and Massachusetts Financial Services Co. increased their holdings in CNH Industrial. The stock has a consensus "Hold" rating from analysts with a target price of $12.97.
Thrivent Financial for Lutherans Raises Holdings in CNH Industrial N.V. $CNH
Thrivent Financial for Lutherans significantly increased its stake in CNH Industrial N.V. by 8.9% in the third quarter, now owning 8.22 million shares valued at approximately $89.2 million. This increase comes amidst mixed quarterly results for CNH, with an EPS miss but a revenue beat, and a "Hold" consensus rating from analysts with a $12.97 price target. Insider activity has also seen directors purchasing over 62,000 shares in recent filings, though insiders still hold a small percentage of the company's stock.
CNH Industrial’s R4 Robot Extends Automation Push Into Specialty Crop Services
CNH Industrial (NYSE: CNH) has launched its R4 autonomous robot, aiming to address labor shortages and enhance automation in specialty crop farming. This initiative expands CNH Industrial's presence beyond traditional large equipment, moving towards technology-enabled services and potentially higher-margin revenues. Investors are advised to monitor the R4's adoption, pricing, and integration into existing systems, as well as the company's broader discussions on automation and robotics, while being mindful of identified financial risks such as debt coverage and fluctuating profit margins.
CNH Industrial N.V. (NYSE:CNH) Given Average Recommendation of "Hold" by Brokerages
CNH Industrial N.V. (NYSE:CNH) has received an average "Hold" rating from fifteen brokerages, with an average 12-month target price of $12.97. Recent insider buying by directors Howard W. Buffett and Suzanne Heywood indicates confidence, despite the company missing its last quarterly EPS estimate and announcing lower-than-expected FY2025 guidance.
CNH Industrial (NYSE:CNH) Upgraded at Wall Street Zen
Wall Street Zen has upgraded CNH Industrial (NYSE:CNH) from a "sell" to a "hold" rating, despite several other analysts recently cutting price targets or downgrading the stock. CNH recently missed quarterly EPS estimates and saw revenue decline year-over-year, leading to a market consensus of "Hold" with a price target of $12.97. The company's stock currently trades at $10.74, with institutional investors and insiders showing mixed activity in their holdings.
CNH Industrial R4 Robot Launch Puts Automation And Valuation In Focus
CNH Industrial (NYSE:CNH) has launched its new R4 autonomous robot to support specialty crop farming, addressing labor shortages. The stock has seen short-term gains but mixed multi-year returns. Investors should monitor R4 adoption, commercial partnerships, and its impact on revenue, while being aware of the company's debt coverage.
CNH Industrial Stock: 2026 Outlook After 20% Decline Last Year
CNH Industrial (CNH) stock experienced a 20% decline last year, prompting an analysis of its 2026 outlook. Strategic investments in automation, such as New Holland's R4 autonomous robot and new models showcased by CASE, position CNH for demand stabilization despite recent revenue declines. A valuation model suggests CNH stock could reach $14 by 2027, implying a 35% upside and 17% annualized returns, based on modest revenue growth, 4.1% operating margins, and a 21.2x exit multiple.
Cambiar Investors LLC Increases Stock Position in CNH Industrial N.V. $CNH
Cambiar Investors LLC increased its stake in CNH Industrial N.V. by 11.0% in the third quarter, acquiring an additional 128,327 shares, bringing their total ownership to 1,289,691 shares valued at approximately $13.99 million. Company insiders also continue to buy shares, with directors Howard W. Buffett and Vagn O. Sorensen making significant purchases in November. Despite missing Q3 EPS estimates, CNH Industrial beat revenue expectations, and analysts currently hold a "Hold" consensus rating with a target price of $12.97.
How Cnh Industrial N.v. (CNH) Affects Rotational Strategy Timing
This article analyzes Cnh Industrial N.v. (CNH) through AI models, outlining distinct trading strategies for various risk profiles. It highlights a near and mid-term strong sentiment with a weak long-term outlook, identifying a significant risk-reward short setup. The analysis provides key findings, institutional trading strategies (Position, Momentum Breakout, Risk Hedging), and multi-timeframe signal analysis for CNH.
CNH Industrial N : Hall Agri Ltd Appointed as New Holland Dealer in Welshpool
New Holland has appointed Hall Agri Ltd as its new dealer in Welshpool, Mid Wales, a strategic move by CNH Industrial N.V. to strengthen its regional presence. Hall Agri Ltd, led by Martyn Hall, will provide local farmers with New Holland's comprehensive product line, genuine parts, and aftersales support. This partnership aims to deliver reliable machinery and high standards of customer service to the agricultural sector in the region.
CNH Industrial Capital prices $500M senior notes due 2031
CNH Industrial Capital announced the pricing of $500 million in 5.300% senior notes that will mature in 2031. The offering is expected to close on February 2, 2026, subject to customary closing conditions. These notes will be guaranteed by CNH Industrial N.V.
Italy Tractor Market Research Report 2025-2030 Featuring Prominent Vendors - CNH Industrial, Deere & Co, AGCO, Kubota, SDF Group, and TAFE - ResearchAndMarkets.com
The Italy Tractor Market is projected to grow from 15,448 units in 2024 to 16,589 units by 2030, at a CAGR of 1.19%. CNH Industrial N.V., SDF Group, and AGCO Corporation are the market leaders, with other prominent vendors including Deere & Company, Kubota Corporation, and TAFE. Key market drivers include government policies supporting organic farming and climate initiatives, while restraints include agricultural credit crunch and climate variability.
Massachusetts Financial Services Co. MA Raises Stock Holdings in CNH Industrial N.V. $CNH
Massachusetts Financial Services Co. MA increased its stake in CNH Industrial N.V. by 25.1% to over 4 million shares, valued at approximately $43.94 million. This comes as CNH Industrial reported mixed quarterly earnings, missing EPS estimates but surpassing revenue expectations, and insiders have been actively buying shares. Analysts currently hold a consensus "Hold" rating with a target price of $12.97 for the company's stock.
CASE Unveils 40 Innovative Machines at CONEXPO to Boost Construction Efficiency
CASE will showcase over 40 machines at CONEXPO, including nearly 20 new or upgraded models, focusing on enhancing construction efficiency and safety. Key innovations include the electric mini track loader TL100EV for zero-emission operations, new 3-ton mini and midi excavators with zero tailswing for tight spaces, and the myCASEConstruction app for centralized fleet data management. Despite these advancements, CNH, CASE's parent company, has seen a mixed analyst outlook, with recent downgrades from JPMorgan, UBS, and DA Davidson due to industry headwinds and revised forecasts.
Anchor Capital Advisors LLC Lowers Stock Holdings in CNH Industrial N.V. $CNH
Anchor Capital Advisors LLC reduced its stake in CNH Industrial N.V. by 3.3% in the third quarter of 2025, selling 154,265 shares and ending with 4,519,319 shares valued at approximately $49.0 million. This move positions CNH as about 1.4% of Anchor Capital Advisors' portfolio. Despite the reduction by Anchor Capital, CNH Industrial has seen some insider buying activity, with two directors recently acquiring shares.
CNH to announce 2025 Q4 & Full Year results on February 17
CNH (NYSE: CNH) will release its financial results for the Fourth Quarter & Full Year of 2025 on Tuesday, February 17, 2026. A live, listen-only webcast of the conference call will be available at 9:00 a.m. ET on their website, with a replay archived for 12 months. Participants interested in the Q&A session are advised to connect via telephone 10 minutes prior to the event.
