CNH Industrial FY2026 EPS Increased by Northland Securities

CNH Industrial N.V. (NYSE:CNH) – Stock analysts at Northland Securities lifted their FY2026 earnings estimates for CNH Industrial in a research report issued on Monday, August 3rd. Northland Securities analyst T. Jackson now forecasts that the company will post earnings per share of $0.45 for the year, up from their previous forecast of $0.36. The consensus estimate for CNH Industrial’s current full-year earnings is $0.42 per share. Northland Securities also issued estimates for CNH Industrial’s Q1 2027 earnings at $0.06 EPS.

CNH Industrial (NYSE:CNH) last posted its quarterly earnings data on Monday, August 3rd. The company reported $0.13 earnings per share for the quarter, beating the consensus estimate of $0.11 by $0.02. CNH Industrial had a return on equity of 6.78% and a net margin of 1.71%.The business had revenue of $4.80 billion for the quarter, compared to analysts’ expectations of $4.77 billion. During the same period in the previous year, the firm posted $0.17 EPS. The business’s 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.

Several other equities analysts have also commented on the company. DA Davidson reissued a “neutral” rating and set a $12.00 price objective on shares of CNH Industrial in a research report on Monday, May 4th. Citigroup lifted their price target on shares of CNH Industrial from $12.00 to $13.00 and gave the company a “buy” rating in a research report on Tuesday. Truist Financial restated a “buy” rating and issued a $15.00 price objective (down from $16.00) on shares of CNH Industrial in a report on Tuesday. Weiss Ratings raised shares of CNH Industrial from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Wednesday, July 29th. Finally, The Goldman Sachs Group cut CNH Industrial from a “buy” rating to a “neutral” rating and dropped their price target for the stock from $12.00 to $10.50 in a research report on Monday, May 11th. Six analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Hold” and a consensus price target of $12.58.

CNH Industrial Trading Down 3.5%

NYSE CNH opened at $10.83 on Thursday. The firm has a market capitalization of $13.40 billion, a PE ratio of 43.30, a P/E/G ratio of 2.10 and a beta of 1.15. The stock’s 50 day moving average is $10.64 and its 200 day moving average is $10.96. CNH Industrial has a twelve month low of $9.00 and a twelve month high of $13.31. The company has a quick ratio of 10.17, a current ratio of 12.23 and a debt-to-equity ratio of 3.33.

Institutional Trading of CNH Industrial

A number of institutional investors and hedge funds have recently bought and sold shares of the company. Measured Wealth Private Client Group LLC purchased a new position in CNH Industrial in the third quarter worth about $29,000. Rothschild Investment LLC lifted its stake in shares of CNH Industrial by 1,734.2% in the fourth quarter. Rothschild Investment LLC now owns 3,485 shares of the company’s stock worth $32,000 after buying an additional 3,295 shares in the last quarter. Kestra Advisory Services LLC purchased a new stake in shares of CNH Industrial during the fourth quarter valued at approximately $34,000. Advisory Services Network LLC purchased a new stake in shares of CNH Industrial during the third quarter valued at approximately $37,000. Finally, Clearstead Advisors LLC grew its holdings in shares of CNH Industrial by 52.5% during the fourth quarter. Clearstead Advisors LLC now owns 5,145 shares of the company’s stock valued at $47,000 after buying an additional 1,771 shares during the last quarter. 59.88% of the stock is currently owned by institutional investors.

Key Headlines Impacting CNH Industrial

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

• Positive Sentiment: CNH said an aging farm-equipment fleet could help drive a recovery in agricultural machinery demand beginning in 2027. The company also reported quarterly revenue slightly above expectations and raised its full-year outlook, supporting the longer-term recovery thesis. CNH expects farm equipment demand to revive in 2027
• Positive Sentiment: Northland Securities raised its EPS forecasts across multiple periods, including 2026 through 2030. Its FY2027 estimate increased to $0.60 from $0.51, FY2028 to $0.71 from $0.63, FY2029 to $0.74 from $0.66, and FY2030 to $0.76 from $0.67, indicating expectations for improving profitability. CNH Industrial Stock Price Expected to Rise, BMO Capital Markets Analyst Says
• Positive Sentiment: Truist Financial reaffirmed its Buy rating and maintained a $15 price target, implying substantial potential upside from recent trading levels. BMO Capital Markets also expects the shares to rise, although it retains a Market Perform rating. CNH Industrial Earns Buy Rating from Truist Financial
• Neutral Sentiment: Technical analysts noted that CNH has reached a key support level and formed a “golden cross,” which may attract momentum-oriented buyers but does not change the company’s fundamental outlook. Should You Buy CNH Industrial After Golden Cross?
• Negative Sentiment: CNH continues to operate through a prolonged agricultural downturn. Affordability challenges, soft equipment demand and concerns about operating margins and execution temper the bullish recovery narrative. Analyst views remain mixed, and Truist reduced its price target to $15 from $16 while maintaining its Buy rating. CNH Industrial Grinding Its Way Through a Prolonged Ag Slump

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.