Northland Securities Predicts CNH Industrial Q2 Earnings

CNH Industrial N.V. (NYSE:CNH) – Stock analysts at Northland Securities raised their Q2 2026 EPS estimates for shares of CNH Industrial in a research report issued on Tuesday, March 31st. Northland Securities analyst E. Jackson now expects that the company will post earnings per share of $0.11 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 analysts have also issued reports on the stock. UBS Group cut their price target on shares of CNH Industrial from $15.00 to $14.00 and set a “buy” rating for the company in a research report on Monday, January 5th. Truist Financial set a $12.00 price objective on CNH Industrial in a report on Wednesday, January 14th. Barclays boosted their target price on CNH Industrial from $11.00 to $12.00 and gave the company an “overweight” rating in a research note on Wednesday. Weiss Ratings upgraded CNH Industrial from a “sell (d+)” rating to a “hold (c-)” rating in a report on Monday, March 2nd. Finally, iA Financial set a $13.00 price target on CNH Industrial in a research report on Wednesday, January 14th. Eight investment analysts have rated the stock with a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, CNH Industrial currently has a consensus rating of “Hold” and an average target price of $13.30.

CNH Industrial Stock Performance

Shares of CNH Industrial stock opened at $10.66 on Friday. The firm has a market capitalization of $13.22 billion, a P/E ratio of 26.64, a price-to-earnings-growth ratio of 1.59 and a beta of 1.26. The business’s fifty day simple moving average is $11.50 and its 200 day simple moving average is $10.62. CNH Industrial has a 12 month low of $9.00 and a 12 month high of $14.27. The company has a current ratio of 13.34, a quick ratio of 11.36 and a debt-to-equity ratio of 3.44.

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

CNH Industrial Cuts Dividend

The company also recently disclosed an annual dividend, which will be paid on Friday, May 29th. Shareholders of record on Thursday, May 21st will be given a $0.10 dividend. The ex-dividend date is Thursday, May 21st. This represents a dividend yield of 89.0%.

Hedge Funds Weigh In On CNH Industrial

Several hedge funds and other institutional investors have recently modified their holdings of CNH. Quent Capital LLC bought a new stake in shares of CNH Industrial in the third quarter worth about $27,000. Measured Wealth Private Client Group LLC bought a new position in CNH Industrial during the 3rd quarter valued at approximately $29,000. Elevation Wealth Partners LLC purchased a new stake in CNH Industrial in the 4th quarter worth approximately $31,000. Rothschild Investment LLC lifted its holdings in CNH Industrial by 1,734.2% in the 4th quarter. Rothschild Investment LLC now owns 3,485 shares of the company’s stock worth $32,000 after buying an additional 3,295 shares during the period. Finally, Kestra Advisory Services LLC bought a new stake in shares of CNH Industrial in the 4th quarter worth approximately $34,000. 59.88% of the stock is owned by institutional investors.

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

About CNH Industrial

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.