Cummins (NYSE:CMI) Stock Acquired Rep. Lisa C. McClain

Posted by Alphonse Anthony on Aug 19th, 2025

Representative Lisa C. McClain (R-Michigan) recently bought shares of Cummins Inc. (NYSE:CMI). In a filing disclosed on August 13th, the Representative disclosed that they had bought between $1,001 and $15,000 in Cummins stock on June 24th. The trade occurred in the Representative’s “CHARLES SCHWAB BROKERAGE ACCOUNT 924” account.

Representative Lisa C. McClain also recently made the following trade(s):

Sold $1,001 – $15,000 in shares of Autoliv (NYSE:ALV) on 8/4/2025.
Sold $1,001 – $15,000 in shares of Amazon.com (NASDAQ:AMZN) on 8/4/2025.
Sold $1,001 – $15,000 in shares of Applied Materials (NASDAQ:AMAT) on 8/4/2025.
Sold $1,001 – $15,000 in shares of Arthur J. Gallagher & Co. (NYSE:AJG) on 8/4/2025.
Sold $1,001 – $15,000 in shares of SAP (NYSE:SAP) on 7/22/2025.
Purchased $1,001 – $15,000 in shares of XPO (NYSE:XPO) on 7/22/2025.
Purchased $1,001 – $15,000 in shares of Lithia Motors (NYSE:LAD) on 7/22/2025.
Sold $1,001 – $15,000 in shares of Sanofi (NASDAQ:SNY) on 7/22/2025.
Sold $1,001 – $15,000 in shares of Waters (NYSE:WAT) on 7/22/2025.
Purchased $1,001 – $15,000 in shares of Group 1 Automotive (NYSE:GPI) on 7/22/2025.

Cummins Stock Up 0.7%

NYSE:CMI opened at $402.13 on Tuesday. Cummins Inc. has a twelve month low of $260.02 and a twelve month high of $408.38. The company has a market cap of $55.41 billion, a price-to-earnings ratio of 18.91, a price-to-earnings-growth ratio of 1.95 and a beta of 1.02. The stock has a fifty day simple moving average of $349.03 and a 200-day simple moving average of $333.04. The company has a current ratio of 1.64, a quick ratio of 1.03 and a debt-to-equity ratio of 0.53.

Cummins (NYSE:CMI – Get Free Report) last released its earnings results on Tuesday, August 5th. The company reported $6.43 earnings per share for the quarter, topping the consensus estimate of $5.21 by $1.22. Cummins had a return on equity of 26.96% and a net margin of 8.72%. The business had revenue of $8.64 billion during the quarter, compared to the consensus estimate of $8.45 billion. During the same period last year, the company earned $5.26 earnings per share. The business’s revenue for the quarter was down 1.7% compared to the same quarter last year. Analysts anticipate that Cummins Inc. will post 22.54 EPS for the current year.

Cummins Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 4th. Stockholders of record on Friday, August 22nd will be given a dividend of $2.00 per share. This represents a $8.00 annualized dividend and a dividend yield of 2.0%. This is a positive change from Cummins’s previous quarterly dividend of $1.82. The ex-dividend date is Friday, August 22nd. Cummins’s dividend payout ratio is 37.61%.

Institutional Trading of Cummins

Hedge funds and other institutional investors have recently modified their holdings of the business. BNP Paribas grew its position in Cummins by 1.8% in the 2nd quarter. BNP Paribas now owns 1,422 shares of the company’s stock valued at $466,000 after acquiring an additional 25 shares in the last quarter. Fiduciary Trust Co grew its position in Cummins by 1.2% in the 4th quarter. Fiduciary Trust Co now owns 2,456 shares of the company’s stock valued at $856,000 after acquiring an additional 28 shares in the last quarter. Orca Wealth Management LLC grew its position in Cummins by 0.6% in the 2nd quarter. Orca Wealth Management LLC now owns 4,609 shares of the company’s stock valued at $1,509,000 after acquiring an additional 28 shares in the last quarter. V Square Quantitative Management LLC grew its position in Cummins by 1.0% in the 2nd quarter. V Square Quantitative Management LLC now owns 3,285 shares of the company’s stock valued at $1,076,000 after acquiring an additional 31 shares in the last quarter. Finally, Empirical Finance LLC grew its position in Cummins by 0.7% in the 2nd quarter. Empirical Finance LLC now owns 4,919 shares of the company’s stock valued at $1,611,000 after acquiring an additional 32 shares in the last quarter. 83.46% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Cummins

In other Cummins news, VP Amy Rochelle Davis sold 5,002 shares of Cummins stock in a transaction dated Thursday, August 14th. The stock was sold at an average price of $402.88, for a total value of $2,015,205.76. Following the completion of the transaction, the vice president directly owned 20,738 shares of the company’s stock, valued at $8,354,925.44. The trade was a 19.43% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, VP Jennifer Mary Bush sold 520 shares of the business’s stock in a transaction that occurred on Friday, August 8th. The stock was sold at an average price of $388.13, for a total value of $201,827.60. Following the sale, the vice president owned 15,130 shares of the company’s stock, valued at approximately $5,872,406.90. The trade was a 3.32% decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders sold 22,872 shares of company stock valued at $9,107,105. 0.41% of the stock is owned by insiders.

Wall Street Analyst Weigh In

Several equities analysts have recently commented on CMI shares. JPMorgan Chase & Co. raised their price target on Cummins from $308.00 to $320.00 and gave the company a “neutral” rating in a research note on Tuesday, May 6th. Truist Financial raised their price target on Cummins from $342.00 to $380.00 and gave the company a “hold” rating in a research note on Thursday, August 7th. Citigroup raised their price target on Cummins from $380.00 to $425.00 and gave the company a “buy” rating in a research note on Wednesday, August 6th. Robert W. Baird raised their price target on Cummins from $315.00 to $355.00 and gave the company a “neutral” rating in a research note on Friday, July 11th. Finally, Morgan Stanley raised their price target on Cummins from $340.00 to $350.00 and gave the company an “overweight” rating in a research note on Tuesday, May 6th. One investment analyst has rated the stock with a sell rating, seven have issued a hold rating and seven have assigned a buy rating to the company’s stock. According to MarketBeat, the company has an average rating of “Hold” and a consensus price target of $370.83.

Read Our Latest Research Report on CMI

About Representative McClain

Lisa McClain (Republican Party) is a member of the U.S. House, representing Michigan’s 9th Congressional District. She assumed office on January 3, 2023. Her current term ends on January 3, 2027.

McClain (Republican Party) is running for re-election to the U.S. House to represent Michigan’s 9th Congressional District. She declared candidacy for the 2026 election.

Lisa McClain lives in Romeo, Michigan. McClain earned a bachelor’s degree in business administration from Northwood University. Her career experience includes founding and working as the president of North End Support Team.

About Cummins

(Get Free Report)

Cummins Inc designs, manufactures, distributes, and services diesel and natural gas engines, electric and hybrid powertrains, and related components worldwide. It operates through five segments: Engine, Distribution, Components, Power Systems, and Accelera. The company offers diesel and natural gas-powered engines under the Cummins and other customer brands for the heavy and medium-duty truck, bus, recreational vehicle, light-duty automotive, construction, mining, marine, rail, oil and gas, defense, and agricultural markets; and offers parts and services, as well as remanufactured parts and engines.