FY2026 EPS Estimate for CNH Industrial Increased by Analyst

CNH Industrial N.V. (NYSE:CNH) – Equities research analysts at Northland Securities increased their FY2026 EPS estimates for shares of CNH Industrial in a research report issued to clients and investors on Tuesday, November 10th. Northland Securities analyst T. Jackson now expects that the company will post earnings of $0.47 per share for the year, up from their previous estimate of $0.45. The consensus estimate for CNH Industrial’s current full-year earnings is $0.45 per share.

CNH Industrial (NYSE:CNH) last released its earnings results on Monday, November 9th. The company reported $0.16 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.10 by $0.06. CNH Industrial had a net margin of 1.44% and a return on equity of 7.94%. The company had revenue of $4.35 billion for the quarter, compared to analyst estimates of $4.52 billion. During the same period in the prior year, the firm earned $0.08 EPS. The firm’s quarterly revenue was down 1.0% on a year-over-year basis. CNH Industrial has set its FY 2026 guidance at 0.440-0.480 EPS.

Other equities analysts also recently issued research reports about the stock. Robert W. Baird upped their price objective on shares of CNH Industrial from $15.00 to $16.00 and gave the company an “outperform” rating in a research note on Tuesday. Barclays raised their target price on shares of CNH Industrial from $14.00 to $15.00 and gave the stock an “overweight” rating in a research report on Tuesday. JPMorgan Chase & Co. lifted their target price on shares of CNH Industrial from $11.00 to $12.00 and gave the stock an “underweight” rating in a research note on Tuesday. Evercore upgraded CNH Industrial from an “in-line” rating to an “outperform” rating and set a $18.00 price target for the company in a report on Wednesday, September 2nd. Finally, Raymond James Financial reiterated an “outperform” rating and issued a $15.00 price target on shares of CNH Industrial in a report on Tuesday. Eight investment analysts have rated the stock with a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, CNH Industrial has a consensus rating of “Moderate Buy” and a consensus price target of $14.04.

CNH Industrial Stock Performance

Shares of NYSE CNH opened at $12.28 on Wednesday. The company has a market cap of $15.19 billion, a PE ratio of 58.45 and a beta of 1.23. CNH Industrial has a 12 month low of $9.12 and a 12 month high of $14.46. The company has a debt-to-equity ratio of 3.26, a current ratio of 3.69 and a quick ratio of 10.16. The company has a 50-day simple moving average of $12.58 and a 200-day simple moving average of $11.37.

Institutional Inflows and Outflows

Several large investors have recently made changes to their positions in CNH. Bank of New York Mellon Corp boosted its holdings in CNH Industrial by 267.6% in the first quarter. Bank of New York Mellon Corp now owns 18,425,651 shares of the company’s stock valued at $202,682,000 after acquiring an additional 13,413,731 shares during the last quarter. Great Lakes Advisors LLC acquired a new stake in CNH Industrial during the second quarter worth about $30,453,000. Hsbc Holdings PLC raised its holdings in shares of CNH Industrial by 2,015.7% in the 1st quarter. Hsbc Holdings PLC now owns 2,660,771 shares of the company’s stock worth $29,254,000 after purchasing an additional 2,535,010 shares during the period. Dimensional Fund Advisors LP raised its holdings in shares of CNH Industrial by 8.9% in the 1st quarter. Dimensional Fund Advisors LP now owns 29,204,840 shares of the company’s stock worth $321,185,000 after purchasing an additional 2,380,087 shares during the period. Finally, Sei Investments Co. raised its holdings in shares of CNH Industrial by 61.3% in the 1st quarter. Sei Investments Co. now owns 4,666,201 shares of the company’s stock worth $51,330,000 after purchasing an additional 1,774,178 shares during the period. 59.88% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about CNH Industrial

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

• Positive Sentiment: CNH reported third-quarter EPS of $0.16, above the $0.10 consensus and up from $0.08 a year earlier. Its 2026 EPS guidance is $0.44–$0.48, with the midpoint slightly above the $0.45 consensus. CNH Industrial beats Q3 earnings estimates
• Positive Sentiment: CNH agreed to sell a 70% stake in its construction-equipment business to Kobelco for $700 million and form a joint venture. The transaction is intended to sharpen the company’s focus on agriculture and provide proceeds for its broader portfolio plans. Kobelco to acquire majority stake in CNH construction business
• Positive Sentiment: Northland raised its 2026 EPS estimate to $0.47 from $0.45. Baird, Barclays, Citigroup and Truist also raised or maintained bullish price targets, although Truist trimmed its target to $16 from $17.
• Negative Sentiment: Quarterly revenue of $4.35 billion missed the $4.52 billion estimate and declined 1% year over year. A report also highlighted weak agricultural demand and cash-flow pressures as ongoing risks. CNH outlook after Q3 results
• Negative Sentiment: JPMorgan maintained an “underweight” rating despite lifting its price target to $12 from $11, signaling a more cautious view than other analysts.

About CNH Industrial

CNH Industrial is a global manufacturer of agricultural and construction equipment. Its agricultural brands include Case IH, New Holland Agriculture and STEYR, which offer products such as tractors, combines, harvesters, sprayers and hay tools. Its construction equipment brands include CASE Construction Equipment and New Holland Construction, with machinery such as excavators, loaders and graders. The company also provides parts, equipment support and precision technology designed to help customers manage machinery and improve productivity.