Insider Cluster (5 insiders) ·Filed May 8, 2026

CMI

CUMMINS INC
NEUTRAL
Impact 2/10
Horizonimmediate Processed4mo ago
Insider cluster: 5 insiders, $1.7M total
Actionable Insight • Neutral

The insider sales are too small to warrant a bearish read. Monitor next quarter's filings for any increase in selling volume or change in pattern. The raised guidance from Q1 earnings is a more significant driver for the stock.

DirectionNeutral
Confidencehigh
Horizonimmediate
Final — all horizons settled through T+60d ⚠ clustered
CMI ▼ -4.19% at T+60d
NEUTRAL call ✗ call lost -4.19% · α vs SPY -6.91% · entry $677.23 → $648.85
Entry anchored
May 7, 03:59 PM ET
via exchange tick
T+1d
+3.59%
call +3.59% · α +3.36%
$701.56
settled 5mo ago
T+5d
+5.79%
call +5.79% · α +4.33%
$716.45
settled 5mo ago
T+20d
-3.84%
call -3.84% · α -3.86%
$651.22
settled 4mo ago
T+60d
-4.19%
call -4.19% · α -6.91%
$648.85
settled 8w ago

Price Chart

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Executive Summary

Five Cummins insiders sold a total of $1.72M in open-market shares over the week following Q1 earnings. The sell volume is negligible relative to the company's $97B market cap (0.0018%), indicating routine portfolio diversification rather than a negative signal. The Q1 earnings report showed a GAAP EPS miss due to a one-time charge but raised full-year guidance, which likely explains the lack of material insider concern.

Key Financial Metrics

Direction
selling
Total Value
$1.7M
Insiders
5

Key Facts

  • 5 insiders sold shares between May 8-11, 2026, totaling $1.72M.
  • All transactions were open-market sales.
  • Total sales represent only 0.0018% of Cummins' $97B market cap.
  • Sales occurred 8 days after Q1 2026 earnings release (May 5), which beat revenue estimates but missed EPS due to a $199M one-time charge.
  • Insiders selling include VP-level executives and the EVP of Operations.

Financial Impact

Total insider sales of $1.72M are trivial relative to market cap.

Market Snapshot

Exchange
NYSE
Sector
Engines & Turbines
Analyst Consensus
57% bullish (28 analysts)

Investment Themes

Industrials & Manufacturing

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-CMI-1778631684940
12 reports for CMI
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for CMI — sortable, filterable
TypeNow
Aug 4, 2026
8w ago
8-K
MIXED ★ 6/10
$635.96 $551.15▼ −13.34%▼ −12.10%$526.30 (−17.24%)
May 14, 2026
20w ago
Insider Cluster
NEUTRAL ★ 2/10
$715.24 $659.58▼ −7.78%▼ −6.92%$526.30 (−26.42%)
May 8, 2026
21w ago
Insider Cluster
NEUTRAL ★ 3/10
$679.55 $651.22▼ −4.17%▼ −4.19%$526.30 (−22.55%)
May 8, 2026
21w ago
Insider Cluster
NEUTRAL ★ 3/10
$679.55 $651.22▼ −4.17%▼ −4.19%$526.30 (−22.55%)
May 8, 2026
21w ago
Insider Cluster
NEUTRAL ★ 3/10
$677.23 $651.22▼ −3.84%▼ −3.86%$526.30 (−22.29%)
May 8, 2026
21w ago
Insider Cluster
NEUTRAL ★ 3/10
$707.96 $655.69▼ −7.38%▼ −6.77%$526.30 (−25.66%)
May 8, 2026
21w ago
Insider Cluster
NEUTRAL ★ 2/10
$677.23 $651.22▼ −3.84%▼ −3.86%$526.30 (−22.29%)
May 8, 2026
21w ago
Insider Cluster
NEUTRAL ★ 3/10
$677.23 $651.22▼ −3.84%▼ −3.86%$526.30 (−22.29%)
May 8, 2026
21w ago
Insider Cluster
NEUTRAL ★ 2/10
$677.23 $651.22▼ −3.84%▼ −3.86%$526.30 (−22.29%)
May 8, 2026
21w ago
Insider Cluster
NEUTRAL ★ 3/10
$677.23 $651.22▼ −3.84%▼ −3.86%$526.30 (−22.29%)
Showing 10 of 12

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Report published May 13, 2026