Northland Securities Forecasts CNH Industrial Q2 Earnings

CNH Industrial N.V. (NYSE:CNH) – Investment analysts at Northland Securities raised their Q2 2026 earnings per share (EPS) estimates for shares of CNH Industrial in a report issued on Tuesday, March 31st. Northland Securities analyst E. Jackson now expects that the company will post earnings of $0.11 per share for the quarter, up from their prior forecast 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.

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

CNH has been the subject of several other research reports. Truist Financial set a $12.00 price objective on shares of CNH Industrial in a research note on Wednesday, January 14th. Barclays raised their price target on shares of CNH Industrial from $11.00 to $12.00 and gave the stock an “overweight” rating in a report on Wednesday. Robert W. Baird lifted their price target on shares of CNH Industrial from $10.00 to $13.00 and gave the company a “neutral” rating in a research note on Wednesday, February 18th. Citigroup dropped their price objective on shares of CNH Industrial from $15.00 to $13.00 and set a “buy” rating on the stock in a report on Tuesday, March 10th. Finally, iA Financial set a $13.00 target price on CNH Industrial in a research note on Wednesday, January 14th. Eight investment analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, CNH Industrial presently has a consensus rating of “Hold” and a consensus price target of $13.30.

CNH Industrial Price Performance

CNH Industrial stock opened at $10.66 on Friday. The stock has a market capitalization of $13.22 billion, a price-to-earnings ratio of 26.64, a PEG ratio of 1.59 and a beta of 1.26. CNH Industrial has a 52-week low of $9.00 and a 52-week high of $14.27. The stock’s 50 day moving average price is $11.50 and its two-hundred day moving average price is $10.62. The company has a debt-to-equity ratio of 3.44, a quick ratio of 11.36 and a current ratio of 13.34.

Institutional Inflows and Outflows

A number of large investors have recently made changes to their positions in the business. State Street Corp increased its position in shares of CNH Industrial by 5.1% during the third quarter. State Street Corp now owns 37,764,717 shares of the company’s stock worth $409,747,000 after acquiring an additional 1,834,076 shares in the last quarter. Dimensional Fund Advisors LP lifted its position in CNH Industrial by 45.1% in the 4th quarter. Dimensional Fund Advisors LP now owns 26,824,753 shares of the company’s stock valued at $247,338,000 after acquiring an additional 8,332,615 shares in the last quarter. Hotchkis & Wiley Capital Management LLC boosted its stake in CNH Industrial by 17.3% during the 3rd quarter. Hotchkis & Wiley Capital Management LLC now owns 26,070,783 shares of the company’s stock valued at $282,868,000 after purchasing an additional 3,841,999 shares during the last quarter. Alliancebernstein L.P. boosted its stake in CNH Industrial by 6.3% during the 3rd quarter. Alliancebernstein L.P. now owns 20,843,475 shares of the company’s stock valued at $226,152,000 after purchasing an additional 1,239,952 shares during the last quarter. Finally, Tweedy Browne Co LLC increased its holdings in CNH Industrial by 51.9% during the 4th quarter. Tweedy Browne Co LLC now owns 20,180,953 shares of the company’s stock worth $186,068,000 after purchasing an additional 6,899,583 shares in the last quarter. 59.88% of the stock is owned by institutional investors.

CNH Industrial Cuts Dividend

The firm also recently declared an annual dividend, which will be paid on Friday, May 29th. Shareholders of record on Thursday, May 21st will be paid a dividend of $0.10 per share. This represents a yield of 89.0%. The ex-dividend date is Thursday, May 21st. CNH Industrial’s payout ratio is 25.00%.

More CNH Industrial News

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

• Positive Sentiment: Northland Securities raised several near‑term and FY EPS forecasts (Q2 2026, FY2026, FY2027 and multiple 2027 quarter estimates), nudging analyst expectations higher and supporting upside to consensus. MarketBeat CNH Analyst Notes
• Positive Sentiment: A Barclays analyst was cited as saying CNH’s stock price is expected to rise, reinforcing buy‑side interest and likely contributing to intraday gains. CNH Industrial Stock Price Expected to Rise, Barclays Analyst Says
• Positive Sentiment: CNH made a donation/partnership bringing welding and manufacturing programs to Mediapolis schools — positive for community relations, brand, and future skilled‑labor pipeline that can reduce hiring costs and support long‑term operations in local markets. CNH donation brings welding, manufacturing programs to Mediapolis schools Partnership offers Mediapolis students hands-on skills
• Neutral Sentiment: These analyst upgrades remain modest in absolute terms (small EPS bumps per quarter) and sit below consensus full‑year projections, so while sentiment improved, fundamentals (sales, margins) will matter most when CNH reports results. MarketBeat CNH Analyst Notes

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.