Truist Financial reiterated their buy rating on shares of CNH Industrial (NYSE:CNH – Free Report) in a research report released on Tuesday,Benzinga reports. Truist Financial currently has a $15.00 price target on the stock, down from their previous price target of $16.00.
CNH has been the topic of a number of other research reports. BMO Capital Markets upped their price target on shares of CNH Industrial from $11.00 to $12.00 and gave the stock a “market perform” rating in a research note on Tuesday. DA Davidson restated a “neutral” rating and set a $12.00 price objective on shares of CNH Industrial in a research note on Monday, May 4th. Evercore set a $12.25 target price on shares of CNH Industrial in a report on Monday, May 11th. Citigroup upped their target price on shares of CNH Industrial from $12.00 to $13.00 and gave the stock a “buy” rating in a research note on Tuesday. Finally, The Goldman Sachs Group downgraded CNH Industrial from a “buy” rating to a “neutral” rating and cut their target price for the company from $12.00 to $10.50 in a research note on Monday, May 11th. Six analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company currently has an average rating of “Hold” and an average price target of $12.58.
Check Out Our Latest Stock Analysis on CNH Industrial
CNH Industrial Stock Up 0.5%
CNH Industrial (NYSE:CNH – Get Free Report) last released its earnings results on Monday, August 3rd. The company reported $0.13 EPS for the quarter, topping 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 firm had revenue of $4.80 billion for the quarter, compared to analysts’ expectations of $4.77 billion. During the same period in the prior year, the firm posted $0.17 earnings per share. The company’s quarterly 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. On average, research analysts anticipate that CNH Industrial will post 0.44 earnings per share for the current fiscal year.
Institutional Trading of CNH Industrial
A number of institutional investors have recently made changes to their positions in CNH. Integrated Wealth Concepts LLC lifted its position in CNH Industrial by 12.3% during the first 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 period. Goldman Sachs Group Inc. grew its position in CNH Industrial by 70.5% in the 1st quarter. Goldman Sachs Group Inc. now owns 2,268,436 shares of the company’s stock worth $27,856,000 after purchasing an additional 938,035 shares during the period. EverSource Wealth Advisors LLC raised its stake in CNH Industrial by 56.7% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 8,206 shares of the company’s stock valued at $106,000 after buying an additional 2,970 shares during the last quarter. Federated Hermes Inc. raised its stake in CNH Industrial by 29.8% during the 2nd quarter. Federated Hermes Inc. now owns 107,456 shares of the company’s stock valued at $1,393,000 after buying an additional 24,669 shares during the last quarter. Finally, Daiwa Securities Group Inc. lifted its holdings in shares of CNH Industrial by 0.6% during the 2nd quarter. Daiwa Securities Group Inc. now owns 180,900 shares of the company’s stock valued at $2,344,000 after buying an additional 1,100 shares during the period. 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: Northland Securities sharply raised its earnings forecasts. The firm increased its FY2026 EPS estimate to $0.45 from $0.36, above the roughly $0.42 consensus, and lifted its FY2027 estimate to $0.60 from $0.51. It also raised estimates for several upcoming quarters, including Q3 and Q4 2026. These revisions suggest stronger expected profitability and are likely the most direct catalyst for CNH shares. Northland Securities estimate revisions
- Positive Sentiment: Longer-term earnings expectations also improved. Northland raised its FY2028 EPS forecast to $0.71 from $0.63, FY2029 to $0.74 from $0.66 and FY2030 to $0.76 from $0.67. The upgrades indicate expectations for a sustained recovery rather than a one-quarter improvement. CNH expects farm equipment demand to revive in 2027
- Positive Sentiment: Management sees agricultural equipment demand reviving in 2027. Reports point to an aging farm-equipment fleet and potential replacement demand as supportive factors. Separately, Truist assigned CNH a Buy rating and BMO Capital Markets expects the stock to rise, adding to the constructive analyst backdrop. Aging farm fleet points to recovery
- Neutral Sentiment: Analyst opinion is not uniformly bullish. Coverage describes analysts as conflicted on CNH and technical commentary only identifies support and a possible golden-cross signal. These factors may help sentiment but provide less fundamental support than the earnings revisions. Analysts conflicted on industrial goods names
About CNH Industrial
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.
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