Zacks Research Reduces Earnings Estimates for CNH Industrial

CNH Industrial N.V. (NYSE:CNH) – Equities research analysts at Zacks Research dropped their Q1 2026 earnings estimates for CNH Industrial in a report issued on Tuesday, March 10th. Zacks Research analyst Team now anticipates that the company will earn $0.03 per share for the quarter, down from their prior estimate of $0.07. The consensus estimate for CNH Industrial’s current full-year earnings is $0.70 per share. Zacks Research also issued estimates for CNH Industrial’s Q2 2026 earnings at $0.12 EPS, Q3 2026 earnings at $0.09 EPS, Q4 2026 earnings at $0.14 EPS, FY2026 earnings at $0.38 EPS, Q1 2027 earnings at $0.11 EPS, Q3 2027 earnings at $0.14 EPS, FY2027 earnings at $0.57 EPS and FY2028 earnings at $0.74 EPS.

Several other equities research analysts also recently weighed in on CNH. iA Financial set a $13.00 price target on CNH Industrial in a report on Wednesday, January 14th. Weiss Ratings upgraded shares of CNH Industrial from a “sell (d+)” rating to a “hold (c-)” rating in a report on Monday, March 2nd. Robert W. Baird raised their price target on shares of CNH Industrial from $10.00 to $13.00 and gave the stock a “neutral” rating in a research note on Wednesday, February 18th. Oppenheimer raised their target price on shares of CNH Industrial from $13.00 to $16.00 and gave the stock an “outperform” rating in a research report on Wednesday, February 18th. Finally, Barclays lowered their price target on CNH Industrial from $14.00 to $11.00 and set an “overweight” rating for the company in a report on Monday, December 22nd. Eight investment analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $13.23.

CNH Industrial Stock Performance

Shares of NYSE:CNH opened at $11.04 on Wednesday. The stock has a market capitalization of $13.69 billion, a P/E ratio of 27.59, a PEG ratio of 1.61 and a beta of 1.24. The firm has a fifty day simple moving average of $11.39 and a two-hundred day simple moving average of $10.72. CNH Industrial has a 52 week low of $9.00 and a 52 week high of $14.27. The company has a quick ratio of 11.36, a current ratio of 13.34 and a debt-to-equity ratio of 3.44.

CNH Industrial (NYSE:CNH) last announced its quarterly earnings data on Tuesday, February 17th. The company reported $0.19 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.11 by $0.08. CNH Industrial had a net margin of 2.82% and a return on equity of 8.90%. The firm had revenue of $4.45 billion during the quarter, compared to analysts’ expectations of $4.91 billion. During the same period in the prior year, the company posted $0.15 earnings per share. The company’s revenue for the quarter 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 Investors Weigh In On CNH Industrial

A number of large investors have recently bought and sold shares of the company. First American Bank acquired a new stake in CNH Industrial in the third quarter valued at approximately $1,466,000. Thrivent Financial for Lutherans lifted its stake in shares of CNH Industrial by 8.9% in the third quarter. Thrivent Financial for Lutherans now owns 8,217,192 shares of the company’s stock worth $89,157,000 after buying an additional 672,238 shares in the last quarter. Massachusetts Financial Services Co. MA boosted its holdings in shares of CNH Industrial by 25.1% during the 3rd quarter. Massachusetts Financial Services Co. MA now owns 4,049,628 shares of the company’s stock worth $43,938,000 after purchasing an additional 811,419 shares during the last quarter. Eubel Brady & Suttman Asset Management Inc. grew its holdings in CNH Industrial by 33.6% in the 3rd quarter. Eubel Brady & Suttman Asset Management Inc. now owns 2,007,597 shares of the company’s stock valued at $21,782,000 after buying an additional 505,221 shares in the last quarter. Finally, JPMorgan Chase & Co. grew its holdings in shares of CNH Industrial by 14.8% in the third quarter. JPMorgan Chase & Co. now owns 8,328,262 shares of the company’s stock valued at $90,364,000 after purchasing an additional 1,072,138 shares during the period. Hedge funds and other institutional investors own 59.88% of the company’s stock.

CNH Industrial News Summary

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

• Positive Sentiment: Zaggle Prepaid signed a multi-year deal with CNH, which supports recurring service revenue and customer-finance/operations integration opportunities that could buttress aftermarket and services margins. Zaggle Prepaid inks multi-year deal with CNH Industrial
• Positive Sentiment: Within Zacks’ revisions, Q4 2026 EPS was nudged higher to $0.14 (from $0.13), suggesting the research team expects a stronger finish to FY2026 that could partially offset earlier-quarter weakness.
• Neutral Sentiment: Citigroup cut its price target from $15 to $13 but maintained a “buy” rating — a mixed signal: the lower PT reduces near-term upside expectations, but the buy rating signals continued conviction in CNH’s medium-term recovery. Benzinga coverage TickerReport coverage
• Negative Sentiment: Zacks Research issued multiple downward EPS revisions: Q1–Q3 2026 estimates were cut (Q1 to $0.03 from $0.07, Q2 to $0.12 from $0.14, Q3 to $0.09 from $0.11), FY2026 trimmed to $0.38 (from $0.45), and FY2027 lowered to $0.57 (from $0.61). These cuts imply weaker near-term profitability and reduce forward earnings visibility, increasing downside risk to the stock until revenue/margin trends visibly improve.

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.