Cummins Dividendes et rachats
Dividende contrôle des critères 5/6
Cummins est une société versant des dividendes avec un rendement actuel de 1.58% qui est bien couvert par les bénéfices.
Informations clés
1.6%
Rendement du dividende
0.6%
Rendement des rachats
| Rendement total pour l'actionnaire | 2.2% |
| Rendement futur des dividendes | 1.7% |
| Croissance des dividendes | 7.3% |
| Prochaine date de paiement du dividende | n/a |
| Date ex-dividende | n/a |
| Dividende par action | n/a |
| Ratio de distribution | 41% |
Mises à jour récentes sur les dividendes et les rachats
Recent updates
Seeking Alpha • Aug 18
Cummins Is Becoming The Power Bottleneck's Toll Collector
Summary Cummins Inc. is evolving from a legacy engine supplier to a diversified power infrastructure platform, driven by surging data center and AI-related power demand. Cummins projects data center revenue to rise from $5 billion in 2026 to over $9 billion by 2030, with incremental margins near 25% and significant EBITDA upside. The Power Systems segment is already delivering high growth and margins, supporting management's raised guidance and validating the business mix shift. I assign a Buy rating, seeing nearly 19% upside to $748, as the market underestimates Cummins' sustainable power generation expansion and platform advantages. Read the full article on Seeking AlphaArticle d’analyse • Aug 07
Cummins Inc. Just Missed Earnings - But Analysts Have Updated Their Models
Cummins Inc. ( NYSE:CMI ) last week reported its latest second-quarter results, which makes it a good time for...
Mise à jour du récit • Jul 16
CMI: Data Center Prime Power Awards Will Support Multiyear Earnings Upside
The analyst fair value estimate for Cummins has been adjusted to $901 from $874. This change reflects Street research that points to stronger demand trends, expanded power opportunities, and supportive truck and infrastructure end markets across upcoming earnings periods.
Mise à jour du récit • Jul 02
CMI: Data Center Power And Truck Demand Will Shape Measured Future Returns
The analyst fair value estimate for Cummins has been raised from $643.36 to $748.81. This change reflects higher Street price targets and updated assumptions around revenue growth, profit margins, and future P/E multiples that analysts link to strong demand trends in power, data center, truck, and infrastructure markets.Article d’analyse • Jun 20
Cummins (CMI) Stock Could Be 11.4% Overvalued After Its Circe Energy AI Power Deal
Cummins (CMI) is back in focus after securing a multigigawatt supply agreement with Circe Energy to provide natural gas generator sets for AI and high performance computing data centers in Texas. See our latest analysis for Cummins. The Circe Energy agreement has arrived during a strong run for Cummins, with the share price at $716.86 after a 7 day share price return of 8.68% and a 1 year total shareholder return of 131.76%. This indicates powerful momentum that has built over both recent...Mise à jour du récit • Jun 18
CMI: Data Center Power Awards Will Support Earnings Beyond Next Truck Cycle Trough
The fair value estimate for Cummins has been updated from $845 to $874 as analysts point to higher price targets. They cite power awards linked to data center demand, a more supportive truck cycle, and expectations for modestly stronger revenue growth, profit margins, and future P/E multiples.Mise à jour du récit • Jun 03
CMI: Data Center Power Demand Will Sustain Earnings Beyond Next Truck Cycle Trough
Analysts have lifted the Cummins fair value estimate from $703 to $845, supported by higher price targets on the stock that cite benefits from fuel cost differentials, tighter environmental rules, and long term demand from truck and machinery manufacturers. Analyst Commentary Bullish analysts have been lifting their Cummins price targets, with several recent reports pointing to structural drivers that they see as supportive for the company over time.Mise à jour du récit • May 04
CMI: Data Center Power And Zero Emission Projects Will Guide Measured Future Returns
Cummins' updated analyst price target edges higher by about $12 to $643. Analysts point to refreshed models that factor in slightly different growth, margin and future P/E assumptions after a series of recent target changes across the Street.Mise à jour du récit • Apr 16
CMI: Data Center Power And Zero Emission Projects Will Shape Balanced Future Upside
Analysts have lifted the Cummins fair value estimate by about $11 to $631.40, tying the move to a cluster of recent price target increases and refreshed views on revenue growth, margins, discount rates, and future P/E assumptions. Analyst Commentary Recent Street research around Cummins clusters around fresh price targets, new inclusion on idea lists, and one downgrade, giving you a mix of constructive and cautious signals on execution and valuation.Mise à jour du récit • Apr 02
CMI: Data Center Power And Truck Cycle Recovery Will Drive Future Upside Potential
Cummins' analyst price target has nudged higher, with the internal fair value estimate moving from about $613.23 to $619.92 as analysts factor in slightly stronger revenue assumptions, a higher future P/E and recent target raises across several firms, even as views on margins and ratings remain mixed. Analyst Commentary Recent Street research on Cummins shows active debate around where the shares should trade, with several firms lifting price targets and at least one turning more cautious on the rating, even as others add the stock to shorter term idea lists.Mise à jour du récit • Mar 18
CMI: Rising Data Center Demand Will Support Earnings Through Next Truck Cycle Trough
The analyst price target for Cummins has increased by $123, as analysts point to updated assumptions for slightly stronger revenue growth and profit margins. They also note a modest adjustment to the discount rate and future P/E expectations.Mise à jour du récit • Mar 04
CMI: Data Center Power And Truck Cycle Trough Will Guide Future Return Balance
Our Cummins narrative update lifts the analyst price target by about $53 to reflect higher modeled fair value, a slightly lower discount rate, and analysts' recent revisions to revenue growth, profit margin, and future P/E assumptions following a series of target changes across the Street. Analyst Commentary Recent Street research on Cummins has been active, with a cluster of price target changes across a wide range of firms.Mise à jour du récit • Feb 18
CMI: Rising Data Center Demand Will Support Earnings Through Upcoming Truck Cycle Trough
The analyst fair value estimate for Cummins has been raised by $50 to $703, as analysts adjust their assumptions around revenue growth, profit margins, and future P/E in light of a recent wave of higher price targets across the Street, with some offset from a downgrade and one lower target. Analyst Commentary Recent research suggests that Cummins is attracting a wave of constructive attention, with several bullish analysts adjusting their price targets higher in quick succession and only limited pushback from more cautious voices.Mise à jour du récit • Feb 04
CMI: Data Center Power And Truck Cycle Trough Will Shape Balanced Returns
Analysts have lifted their price target on Cummins by about $10 to reflect slightly higher modeled fair value, a modestly lower discount rate, and small upward adjustments to revenue growth, profit margin, and future P/E assumptions, supported by recent research that highlights data center demand and improving unit profitability across the portfolio. Analyst Commentary Recent Street research on Cummins gives you a mix of optimism and caution, with several firms revisiting their targets and ratings after the latest earnings and data center updates.Mise à jour du récit • Jan 20
CMI: Data Center Power And Truck Cycle Trough Will Shape Future Returns
Analysts lifted their Cummins fair value estimate by about US$18 to roughly US$550, citing higher price targets across the Street, steady tweaks to revenue growth and margin assumptions, continued interest in data center power exposure, and a stabilizing North America truck cycle. Analyst Commentary Bullish Takeaways Analysts with a bullish view are leaning into higher valuation frameworks as multiple firms have raised price targets into the US$515 to US$630 range, signaling increased confidence in Cummins’ execution and earnings power.Mise à jour du récit • Jan 06
CMI: Data Center Demand Will Reshape Earnings Profile Through Truck Cycle Trough
Narrative Update The analyst price target for Cummins has moved from US$417.82 to US$653.00 as analysts factor in a larger US$7b data center opportunity, improving unit profitability across the portfolio, and signs that the North America truck and on highway markets may be moving past peak weakness. Analyst Commentary Recent research has tilted more constructive on Cummins, with several bullish analysts highlighting data center exposure, earnings execution and a potentially less challenging backdrop in North America on highway markets.Mise à jour du récit • Dec 23
CMI: Data Center Demand And Truck Cycle Trough Will Shape Future Performance
Our Cummins fair value estimate has increased modestly to approximately $532 from $522 per share. Analysts highlight a strengthening data center power opportunity, improving unit profitability, and signs that the North America truck cycle is nearing a trough, supporting slightly higher long term growth, margins, and valuation multiples.Mise à jour du récit • Dec 09
CMI: Data Center Demand And Truck Cycle Trough Will Shape Outlook
Analysts have nudged their fair value estimate for Cummins higher to approximately $522 from about $510, citing a strengthening outlook for data center driven power demand, improving unit profitability across the portfolio, and early signs that the North America truck cycle is nearing a trough. Analyst Commentary Recent Street research on Cummins underscores a constructive but balanced outlook, with growing confidence in the company’s ability to monetize secular data center demand while navigating a soft on highway and truck cycle.Mise à jour du récit • Nov 25
CMI: AI-Driven Demand and Truck Cycle Shifts Will Influence Outlook Ahead
Analysts have raised their price target for Cummins from approximately $469 to $510, citing improved profitability, a resilient earnings outlook, and new opportunities related to data center and AI-related demand. Analyst Commentary Recent research reports on Cummins reflect both robust optimism and some caution among Wall Street analysts as the company navigates new growth avenues while managing near-term industry headwinds.Mise à jour du récit • Nov 09
CMI: Rising Engine Demand and Sector Risks Will Shape Outlook Ahead
The analyst price target for Cummins has increased from approximately $445 to $469. Analysts cite improved revenue growth prospects, rising profit margins, and expanding market opportunities, particularly in large engine demand driven by artificial intelligence.Mise à jour du récit • Oct 26
AI-Driven Demand and Electrification Will Unlock New Upside Opportunities
The analyst fair value estimate for Cummins has increased by approximately $13 to $444.74. This reflects heightened optimism around operational improvements, multiple expansion, and upside potential from AI-driven demand.Mise à jour du récit • Oct 12
Data Centers And Electrification Will Unlock Future Opportunities
Analysts have increased their price target for Cummins by $7 to $432, citing anticipated revenue and margin growth potential from artificial intelligence demand as well as recent adjustments to earnings estimates. Analyst Commentary Analysts have recently provided updates on Cummins, highlighting both opportunities and potential risks facing the company as it navigates a changing market impacted by artificial intelligence and broader macro trends.Mise à jour du récit • Sep 28
Data Centers And Electrification Will Unlock Future Opportunities
Analysts have raised Cummins’ price target to $424.98, citing underestimated revenue and margin potential from AI-driven engine expansion, recent operational improvements, and sustained sector strength, supporting a higher valuation outlook. Analyst Commentary Bullish analysts highlight consensus underestimating Cummins’ revenue and margin potential from large engine capacity expansion driven by AI demand, with 2027 estimates materially above consensus.Mise à jour du récit • Sep 10
Data Centers And Electrification Will Unlock Future Opportunities
Analysts have raised Cummins’ price target to $418.53, citing underestimated margin upside from large engine capacity expansion—particularly due to AI demand—alongside stronger execution and potential for multiple expansion. Analyst Commentary Bullish analysts cite underappreciated revenue and margin potential from Cummins' capacity expansion in large engines, particularly driven by rising artificial intelligence demand.Mise à jour du récit • Aug 07
Data Centers And Electrification Will Unlock Future Opportunities
The upward revision in Cummins’ consensus price target reflects a modest increase in its forward P/E ratio while profit margins remain stable, resulting in a new fair value estimate of $386.44 per share. What's in the News Board of Directors approved ~10% increase in quarterly common stock dividend from $1.82 to $2.00 per share.Seeking Alpha • Apr 08
Cummins: Tariff Turbulence Creates A Buying Opportunity (Rating Upgrade)
Summary Cummins Inc. is a resilient business poised to benefit from emissions regulations and increasing demand for electrification, despite recent stock declines due to tariffs and macroeconomic factors. Recent results show record sales and improved profitability, with strong performance in global power generation markets and a thriving aftermarket business. Management's 2025 outlook is cautiously optimistic, focusing on operational efficiencies, pricing power, and growth in Power Systems, despite near-term softness in North American truck markets. At 12.0x P/E and 7.5x EV/EBITDA, Cummins offers a strong entry point, with long-term positives outweighing short-term tariff and recession concerns. Read the full article on Seeking AlphaStabilité et croissance des paiements
Récupération des données sur les dividendes
Dividende stable: Les dividendes par action de CMI sont restés stables au cours des 10 dernières années.
Dividende croissant: Les paiements de dividendes de CMI ont augmenté au cours des 10 dernières années.
Rendement des dividendes par rapport au marché
| Cummins Rendement des dividendes par rapport au marché |
|---|
| Segment | Rendement du dividende |
|---|---|
| Entreprise (CMI) | 1.6% |
| 25% du marché (US) | 1.4% |
| 25% du marché (US) | 4.1% |
| Moyenne du secteur (Machinery) | 1.2% |
| Analyste prévisionnel (CMI) (jusqu'à 3 ans) | 1.7% |
Dividende notable: Le dividende de CMI ( 1.58% ) est supérieur à celui des 25 % des payeurs de dividendes les plus faibles du marché US ( 1.36% ).
Dividende élevé: Le dividende de CMI ( 1.58% ) est faible par rapport aux 25 % des premiers payeurs de dividendes du marché US ( 4.11% ).
Bénéfice distribué aux actionnaires
Couverture des revenus: Avec son taux de distribution relativement faible ( 40.7% ), les paiements de dividendes de CMI sont bien couverts par les bénéfices.
Paiement en espèces aux actionnaires
Couverture des flux de trésorerie: Avec son ratio de distribution de trésorerie raisonnablement bas (36%), les paiements de dividendes de CMI sont bien couverts par les flux de trésorerie.
Découvrir des entreprises qui versent des dividendes élevés
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/09/14 20:24 |
| Cours de l'action en fin de journée | 2026/09/11 00:00 |
| Les revenus | 2026/06/30 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
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| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
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| Principaux développements | 10 ans |
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* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l' qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Cummins Inc. est couverte par 47 analystes. 19 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| John Eade | Argus Research Company |
| Luke Junk | Baird |
| Andrew Kaplowitz | Barclays |