Cummins 배당 및 자사주 매입
배당 기준 점검 5/6
Cummins 수익으로 충분히 충당되는 현재 수익률 1.65% 보유한 배당금 지급 회사입니다.
핵심 정보
1.7%
배당 수익률
0.6%
자사주 매입 수익률
| 총 주주 수익률 | 2.3% |
| 미래 배당 수익률 | 1.8% |
| 배당 성장률 | 7.3% |
| 다음 배당 지급일 | n/a |
| 배당락일 | n/a |
| 주당 배당금 | n/a |
| 배당 성향 | 41% |
최근 배당 및 자사주 매입 업데이트
Recent updates
Seeking Alpha • Sep 16
Cummins: Data Center Demand And Truck Recovery Support A Multi-Year Growth Outlook
Summary Cummins Inc. is rated a Buy, driven by robust multi-year demand from data center power generation and recovering North American truck markets. CMI's order book extends through 2028, with capacity expansion targeting 55 GW by 2030 and data center revenue projected to grow from $5B in 2026 to $9B by 2030. New HELM engine platforms and a growing installed base underpin recurring aftermarket revenues and margin support as production ramps. Trading at 18.24x FY26 EPS, CMI offers an attractive risk-reward profile versus the sector and peer Caterpillar, with consensus EPS growth of 24.73% this year and 16.32% next. Read the full article on Seeking Alpha분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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 Alpha지급의 안정성과 성장
배당 데이터 가져오는 중
안정적인 배당: CMI 의 주당 배당금은 지난 10 년 동안 안정적이었습니다.
배당금 증가: CMI 의 배당금 지급은 지난 10 년 동안 증가했습니다.
배당 수익률 vs 시장
| Cummins 배당 수익률 vs 시장 |
|---|
| 구분 | 배당 수익률 |
|---|---|
| 회사 (CMI) | 1.7% |
| 시장 하위 25% (US) | 1.4% |
| 시장 상위 25% (US) | 4.2% |
| 업계 평균 (Machinery) | 1.3% |
| 분석가 예측 (CMI) (최대 3년) | 1.8% |
주목할만한 배당금: CMI 의 배당금( 1.65% )은 US 시장에서 배당금 지급자의 하위 25%( 1.38% )보다 높습니다.
고배당: CMI 의 배당금( 1.65% )은 US 시장에서 배당금 지급자의 상위 25%( 4.18% )와 비교해 낮습니다.
주주 대상 이익 배당
수익 보장: 합리적으로 낮은 지불 비율 ( 40.7% )로 CMI 의 배당금 지급은 수익으로 충분히 충당됩니다.
주주 현금 배당
현금 흐름 범위: 합리적으로 낮은 현금 지급 비율 ( 36% )로 CMI 의 배당금 지급은 현금 흐름으로 잘 충당됩니다.
높은 배당을 제공하는 우량 기업 찾기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/09/20 12:06 |
| 종가 | 2026/09/18 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Cummins Inc.는 48명의 분석가가 다루고 있습니다. 이 중 19명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| John Eade | Argus Research Company |
| Luke Junk | Baird |
| Andrew Kaplowitz | Barclays |