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

Representative Lisa C. McClain (R-Michigan) recently sold shares of Cummins Inc. (NYSE:CMI). In a filing disclosed on November 21st, the Representative disclosed that they had sold between $1,001 and $15,000 in Cummins stock on October 30th. 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 Ciena (NYSE:CIEN) on 10/31/2025.
• Sold $1,001 – $15,000 in shares of Alibaba Group (NYSE:BABA) on 10/31/2025.
• Sold $1,001 – $15,000 in shares of Coherent (NYSE:COHR) on 10/31/2025.
• Sold $1,001 – $15,000 in shares of Clorox (NYSE:CLX) on 10/31/2025.
• Sold $1,001 – $15,000 in shares of Northern Trust (NASDAQ:NTRS) on 10/31/2025.
• Sold $1,001 – $15,000 in shares of Honda Motor (NYSE:HMC) on 10/31/2025.
• Sold $1,001 – $15,000 in shares of Home BancShares (NYSE:HOMB) on 10/31/2025.
• Sold $1,001 – $15,000 in shares of Five Below (NASDAQ:FIVE) on 10/31/2025.
• Sold $1,001 – $15,000 in shares of Pure Storage (NYSE:PSTG) on 10/31/2025.
• Sold $1,001 – $15,000 in shares of BHP Group (NYSE:BHP) on 10/31/2025.

Cummins Stock Up 1.7%

Shares of NYSE:CMI opened at $494.08 on Wednesday. The company has a market capitalization of $68.20 billion, a price-to-earnings ratio of 23.23, a PEG ratio of 2.05 and a beta of 1.07. Cummins Inc. has a 12-month low of $260.02 and a 12-month high of $495.11. The business has a 50-day moving average price of $437.68 and a 200 day moving average price of $384.59. 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) last announced its earnings results on Thursday, November 6th. The company reported $5.59 earnings per share for the quarter, topping the consensus estimate of $4.83 by $0.76. The company had revenue of $8.32 billion during the quarter, compared to analyst estimates of $7.97 billion. Cummins had a net margin of 8.72% and a return on equity of 26.96%. Cummins’s revenue was down 1.6% compared to the same quarter last year. During the same quarter last year, the firm posted $5.86 earnings per share. Sell-side analysts expect that Cummins Inc. will post 22.54 EPS for the current year.

Cummins Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, December 4th. Investors of record on Friday, November 21st will be given a dividend of $2.00 per share. This represents a $8.00 dividend on an annualized basis and a dividend yield of 1.6%. The ex-dividend date of this dividend is Friday, November 21st. Cummins’s dividend payout ratio (DPR) is presently 41.52%.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently weighed in on CMI shares. UBS Group raised Cummins from a “sell” rating to a “neutral” rating in a research note on Tuesday. JPMorgan Chase & Co. upped their target price on shares of Cummins from $400.00 to $460.00 and gave the stock a “neutral” rating in a research note on Tuesday, October 14th. Wall Street Zen upgraded shares of Cummins from a “hold” rating to a “buy” rating in a report on Saturday, November 15th. Sanford C. Bernstein reaffirmed a “market perform” rating and set a $475.00 price objective on shares of Cummins in a research report on Friday, November 7th. Finally, Citigroup increased their price objective on Cummins from $500.00 to $530.00 and gave the company a “buy” rating in a research note on Friday, November 7th. Twelve research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $476.75.

Insider Activity

In other Cummins news, CFO Mark Andrew Smith sold 13,110 shares of the firm’s stock in a transaction dated Thursday, November 6th. The stock was sold at an average price of $470.66, for a total transaction of $6,170,352.60. Following the transaction, the chief financial officer owned 31,582 shares of the company’s stock, valued at approximately $14,864,384.12. This trade represents a 29.33% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider Brett Michael Merritt sold 1,450 shares of Cummins stock in a transaction dated Tuesday, November 25th. The stock was sold at an average price of $489.32, for a total value of $709,514.00. Following the sale, the insider owned 9,271 shares in the company, valued at $4,536,485.72. This trade represents a 13.52% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 36,410 shares of company stock worth $16,424,574. Corporate insiders own 0.41% of the company’s stock.

Institutional Investors Weigh In On Cummins

Several institutional investors have recently modified their holdings of the company. Brighton Jones LLC increased its holdings in shares of Cummins by 4.1% in the 4th quarter. Brighton Jones LLC now owns 2,112 shares of the company’s stock valued at $736,000 after acquiring an additional 83 shares during the last quarter. J.W. Cole Advisors Inc. boosted its holdings in Cummins by 1.9% in the first quarter. J.W. Cole Advisors Inc. now owns 3,464 shares of the company’s stock valued at $1,086,000 after purchasing an additional 66 shares in the last quarter. Bank Julius Baer & Co. Ltd Zurich increased its stake in Cummins by 29.5% in the first quarter. Bank Julius Baer & Co. Ltd Zurich now owns 1,612 shares of the company’s stock valued at $505,000 after purchasing an additional 367 shares during the last quarter. Richardson Financial Services Inc. acquired a new stake in Cummins during the first quarter worth approximately $39,000. Finally, Wedbush Securities Inc. lifted its position in shares of Cummins by 26.6% during the 1st quarter. Wedbush Securities Inc. now owns 1,436 shares of the company’s stock worth $450,000 after buying an additional 302 shares during the last quarter. 83.46% of the stock is owned by hedge funds and other institutional investors.

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.

Cummins Company Profile

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.