Northland Securities Estimates CNH Industrial Q2 Earnings

CNH Industrial N.V. (NYSE:CNH) – Equities researchers at Northland Securities upped their Q2 2026 EPS estimates for CNH Industrial in a research note issued on Tuesday, March 31st. Northland Securities analyst E. Jackson now forecasts that the company will earn $0.11 per share for the quarter, up from their previous estimate of $0.10. The consensus estimate for CNH Industrial’s current full-year earnings is $0.70 per share. Northland Securities also issued estimates for CNH Industrial’s FY2026 earnings at $0.37 EPS and FY2027 earnings at $0.50 EPS.

Several other equities research analysts also recently commented on the company. iA Financial set a $13.00 price objective on CNH Industrial in a report on Wednesday, January 14th. DA Davidson upped their target price on shares of CNH Industrial from $10.00 to $12.00 and gave the company a “neutral” rating in a research note on Thursday, February 19th. Oppenheimer raised their price target on shares of CNH Industrial from $13.00 to $16.00 and gave the company an “outperform” rating in a report on Wednesday, February 18th. Barclays lifted their price target on shares of CNH Industrial from $11.00 to $12.00 and gave the stock an “overweight” rating in a research note on Wednesday. Finally, Citigroup lowered their price objective on shares of CNH Industrial from $15.00 to $13.00 and set a “buy” rating on the stock in a research report on Tuesday, March 10th. Eight equities research analysts have rated the stock with a Buy rating, six have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and an average target price of $13.30.

CNH Industrial Stock Down 3.3%

CNH stock opened at $10.66 on Friday. The stock has a market capitalization of $13.22 billion, a P/E ratio of 26.64, a P/E/G ratio of 1.65 and a beta of 1.26. The company has a debt-to-equity ratio of 3.44, a current ratio of 13.34 and a quick ratio of 11.36. CNH Industrial has a 1-year low of $9.00 and a 1-year high of $14.27. The business has a fifty day moving average price of $11.50 and a 200-day moving average price of $10.62.

CNH Industrial (NYSE:CNH) last announced its quarterly earnings results on Saturday, February 14th. The company reported $0.19 earnings per share for the quarter, beating the consensus estimate of $0.11 by $0.08. The company had revenue of $5.16 billion during the quarter, compared to the consensus estimate of $4.91 billion. CNH Industrial had a net margin of 2.82% and a return on equity of 8.90%. The firm’s quarterly revenue was up 5.8% compared to the same quarter last year. During the same quarter last year, the firm earned $0.15 earnings per share.

Institutional Trading of CNH Industrial

A number of hedge funds and other institutional investors have recently bought and sold shares of CNH. AQR Capital Management LLC lifted its position in shares of CNH Industrial by 395.2% during the 4th quarter. AQR Capital Management LLC now owns 17,308,839 shares of the company’s stock valued at $159,587,000 after buying an additional 13,813,670 shares in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC bought a new stake in CNH Industrial during the 4th quarter worth approximately $89,964,000. Dimensional Fund Advisors LP lifted its holdings in CNH Industrial by 45.1% during the fourth quarter. Dimensional Fund Advisors LP now owns 26,824,753 shares of the company’s stock valued at $247,338,000 after purchasing an additional 8,332,615 shares in the last quarter. Tweedy Browne Co LLC lifted its holdings in CNH Industrial by 51.9% during the fourth quarter. Tweedy Browne Co LLC now owns 20,180,953 shares of the company’s stock valued at $186,068,000 after purchasing an additional 6,899,583 shares in the last quarter. Finally, Marshall Wace LLP boosted its position in shares of CNH Industrial by 21,312.8% in the second quarter. Marshall Wace LLP now owns 6,781,205 shares of the company’s stock worth $87,884,000 after purchasing an additional 6,749,536 shares during the period. Hedge funds and other institutional investors own 59.88% of the company’s stock.

CNH Industrial Cuts Dividend

The business also recently announced an annual dividend, which will be paid on Friday, May 29th. Investors of record on Thursday, May 21st will be issued a $0.10 dividend. This represents a yield of 89.0%. The ex-dividend date of this dividend is Thursday, May 21st.

Trending Headlines about CNH Industrial

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

• Positive Sentiment: Barclays raised its price target to $12 and kept an “overweight” rating, highlighting upside versus the current share level and likely contributing to buying interest. CNH Industrial (NYSE:CNH) Stock Price Expected to Rise, Barclays Analyst Says Benzinga: Barclays raises PT to $12
• Positive Sentiment: Northland Securities issued a series of small upward revisions to near-term and FY2026–FY2027 EPS: Q2 2026 from $0.10 to $0.11, FY2026 from $0.35 to $0.37, and FY2027 from $0.48 to $0.50, plus refreshed quarterly pacing for FY2027 (Q1 $0.05, Q2 $0.12, Q3 $0.11, Q4 $0.22). These tweaks reflect slightly stronger earnings assumptions and support the view that the company can meet or modestly beat consensus.
• Neutral Sentiment: CNH made a community education donation supporting welding and manufacturing programs in Mediapolis schools — positive for local goodwill and workforce development but unlikely to move near-term earnings. CNH donation brings welding, manufacturing programs to Mediapolis schools

CNH Industrial Company Profile

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.