Q1 EPS Estimates for CNH Industrial Reduced by Analyst

CNH Industrial N.V. (NYSE:CNH) – Analysts at Northland Securities decreased their Q1 2026 earnings per share estimates for CNH Industrial in a research report issued on Tuesday, February 24th. Northland Securities analyst E. Jackson now expects that the company will earn $0.05 per share for the quarter, down from their prior forecast of $0.06. 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 Q2 2026 earnings at $0.10 EPS, Q3 2026 earnings at $0.07 EPS, Q4 2026 earnings at $0.13 EPS, FY2026 earnings at $0.35 EPS, FY2027 earnings at $0.48 EPS and FY2030 earnings at $0.63 EPS.

Several other equities analysts have also commented on the company. JPMorgan Chase & Co. lowered CNH Industrial from a “neutral” rating to an “underweight” rating and set a $10.00 target price on the stock. in a report on Friday, November 28th. Cfra reiterated a “hold” rating and issued a $11.00 price objective on shares of CNH Industrial in a report on Monday, November 10th. UBS Group cut their target price on CNH Industrial from $15.00 to $14.00 and set a “buy” rating on the stock in a research report on Monday, January 5th. Wall Street Zen upgraded CNH Industrial from a “sell” rating to a “hold” rating in a research note on Saturday, February 21st. Finally, iA Financial set a $13.00 price target on shares of CNH Industrial in a research note on Wednesday, January 14th. Eight equities research analysts have rated the stock with a Buy rating, five have given a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $13.37.

CNH Industrial Price Performance

Shares of NYSE CNH opened at $12.35 on Wednesday. The company has a debt-to-equity ratio of 3.44, a current ratio of 3.82 and a quick ratio of 3.25. The company has a market cap of $15.39 billion, a price-to-earnings ratio of 30.86 and a beta of 1.29. The stock’s 50-day moving average is $10.98 and its two-hundred day moving average is $10.77. CNH Industrial has a 1-year low of $9.00 and a 1-year high of $14.27.

CNH Industrial (NYSE:CNH) last posted its quarterly earnings data on Tuesday, February 17th. The company reported $0.19 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.11 by $0.08. CNH Industrial had a return on equity of 8.90% and a net margin of 2.82%.The firm had revenue of $5.16 billion for the quarter, compared to the consensus estimate of $4.91 billion. During the same quarter in the previous year, the business earned $0.15 EPS. The company’s quarterly revenue was up 5.8% compared to the same quarter last year. CNH Industrial has set its FY 2026 guidance at 0.350-0.450 EPS.

Institutional Inflows and Outflows

Several large investors have recently added to or reduced their stakes in CNH. Quent Capital LLC purchased a new stake in shares of CNH Industrial in the 3rd quarter worth about $27,000. Measured Wealth Private Client Group LLC acquired a new stake in shares of CNH Industrial in the third quarter valued at approximately $29,000. Elevation Wealth Partners LLC acquired a new stake in shares of CNH Industrial in the fourth quarter valued at approximately $31,000. Rothschild Investment LLC increased its stake in shares of CNH Industrial by 1,734.2% during the 4th quarter. Rothschild Investment LLC now owns 3,485 shares of the company’s stock worth $32,000 after purchasing an additional 3,295 shares in the last quarter. Finally, Kestra Advisory Services LLC acquired a new position in shares of CNH Industrial during the 4th quarter worth approximately $34,000. 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:

• Neutral Sentiment: AAII published a comparison piece weighing CNH against Allison Transmission; the article discusses relative valuation and business models but doesn’t introduce company-specific news likely to move CNH materially on its own. Which Is a Better Investment, Allison Transmission Holdings, Inc. or CNH Industrial N.V. Stock?
• Neutral Sentiment: Several pieces look at CNH’s valuation and multiples after recent market rotation; these analyses (Kalkine) provide context on relative valuation versus the NYSE Composite but do not contain new company-specific operational data. What CNH Industrial N.V (NYSE:CNH) Multiples Suggest After Nyse Composite Market Rotation?
• Neutral Sentiment: Brokerage consensus remains mixed-to-cautious: an AmericanBankingNews summary shows the street’s average rating as “Hold,” reflecting neutral expectations from brokers rather than a clear buy/sell signal. CNH Industrial N.V. (NYSE:CNH) Receives Average Rating of “Hold” from Brokerages
• Negative Sentiment: Northland Securities cut multiple CNH EPS estimates across 2026–2030: Q1 2026 to $0.05 (from $0.06), Q2 to $0.10 (from $0.11), Q3 to $0.07 (from $0.09), Q4 to $0.13 (from $0.19), FY2026 to $0.35 (from $0.45), and FY2027 to $0.48 (from $0.64); Northland also published a FY2030 estimate of $0.63. These downward revisions materially lower Northland’s near‑term outlook versus prior forecasts and sit well below the consensus FY2026 estimate of $0.70 — a downgrade sweep that is the main negative catalyst pressuring the stock today. MarketBeat: CNH Industrial analyst updates (Northland)

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.