FY2026 EPS Forecast for CNH Industrial Boosted by Analyst

CNH Industrial N.V. (NYSE:CNH) – Research analysts at Northland Securities raised their FY2026 earnings per share estimates for CNH Industrial in a note issued to investors on Tuesday, November 10th. Northland Securities analyst T. Jackson now expects that the company will earn $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 EPS for the quarter, beating analysts’ consensus estimates of $0.10 by $0.06. The company had revenue of $4.35 billion during the quarter, compared to the consensus estimate of $4.52 billion. CNH Industrial had a return on equity of 7.94% and a net margin of 1.44%. CNH Industrial’s quarterly revenue was down 1.0% compared to the same quarter last year. During the same quarter last year, the company earned $0.08 earnings per share. CNH Industrial has set its FY 2026 guidance at 0.440-0.480 EPS.

Several other analysts have also recently commented on the stock. JPMorgan Chase & Co. raised their price objective on shares of CNH Industrial from $11.00 to $12.00 and gave the company an “underweight” rating in a research note on Tuesday. BMO Capital Markets upped their target price on shares of CNH Industrial from $11.00 to $12.00 and gave the stock a “market perform” rating in a research report on Tuesday, August 4th. Robert W. Baird lifted their price target on shares of CNH Industrial from $15.00 to $16.00 and gave the company an “outperform” rating in a research report on Tuesday. Barclays boosted their price target on CNH Industrial from $14.00 to $15.00 and gave the stock an “overweight” rating in a research note on Tuesday. Finally, Citigroup upped their price target on CNH Industrial from $13.00 to $15.00 and gave the stock a “buy” rating in a report on Tuesday. Eight investment analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $14.04.

CNH Industrial Stock Performance

NYSE:CNH opened at $12.28 on Wednesday. The company has a quick ratio of 10.16, a current ratio of 3.69 and a debt-to-equity ratio of 3.26. CNH Industrial has a fifty-two week low of $9.12 and a fifty-two week high of $14.46. The stock has a market cap of $15.19 billion, a PE ratio of 58.45 and a beta of 1.23. The firm’s fifty day simple moving average is $12.58 and its 200-day simple moving average is $11.37.

Institutional Inflows and Outflows

A number of hedge funds have recently modified their holdings of the business. Private Wealth Asset Management LLC acquired a new position in shares of CNH Industrial during the 3rd quarter worth approximately $911,000. Private Advisor Group LLC grew its holdings in CNH Industrial by 55.9% during the 3rd quarter. Private Advisor Group LLC now owns 22,019 shares of the company’s stock valued at $283,000 after buying an additional 7,897 shares during the last quarter. Focus Advisor Solutions LLC acquired a new stake in CNH Industrial during the 3rd quarter valued at $2,076,000. Voya Investment Management LLC grew its holdings in CNH Industrial by 115.4% during the 3rd quarter. Voya Investment Management LLC now owns 1,100,243 shares of the company’s stock valued at $14,138,000 after buying an additional 589,362 shares during the last quarter. Finally, Global Retirement Partners LLC increased its position in CNH Industrial by 12.8% during the third quarter. Global Retirement Partners LLC now owns 12,492 shares of the company’s stock worth $161,000 after buying an additional 1,413 shares in the last quarter. 59.88% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting 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.

CNH Industrial Company Profile

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.