Insider selling is negligible in size and concentrated among non-C-suite executives. The stock's post-earnings rally likely created a convenient exit for routine diversification. No bearish read-through — monitor for any C-suite selling in the next 30 days, which would carry more weight.
Price Chart
Executive Summary
Five Cummins insiders sold a total of $1.72M in open-market sales over four days, following the Q1 earnings miss and raised guidance. The sales are modest relative to the $97.2B market cap (0.0018%) and include no C-suite selling, suggesting routine portfolio rebalancing rather than a bearish signal.
Key Financial Metrics
Key Facts
- Five insiders sold $1.72M total in open-market transactions from May 8-11, 2026
- Sales represent 0.0018% of Cummins' $97.2B market cap — trivial
- No C-suite (CEO, CFO, COO) insiders sold; all sellers are VP-level or EVP of Operations
- Q1 2026 GAAP EPS of $4.71 missed consensus of $5.55 by ~15% due to a $199M one-time charge
- Full-year 2026 revenue guidance raised to +8-11% (from +3-8%) and EBITDA margin guidance raised to 17.75-18.50% (from 17.0-18.0%)
- Stock is up ~12% since the earnings release, providing a natural window for insiders to sell
Financial Impact
Total insider sales of $1.72M, or 0.0018% of market cap — immaterial
Risk Factors
- Q1 EPS miss may weigh on sentiment if the one-time charge is viewed as recurring
- Raised guidance depends on sustained data center and truck demand — any macro slowdown could reverse the outlook
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-CMI-1778701735180 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 4, 2026 8w ago | 8-K | $635.96 $551.15 | ▼ −13.34% | ▼ −12.10% | $526.30 (−17.24%) |
May 14, 2026 20w ago | Insider Cluster | $715.24 $659.58 | ▼ −7.78% | ▼ −6.92% | $526.30 (−26.42%) |
May 8, 2026 21w ago | Insider Cluster | $679.55 $651.22 | ▼ −4.17% | ▼ −4.19% | $526.30 (−22.55%) |
May 8, 2026 21w ago | Insider Cluster | $679.55 $651.22 | ▼ −4.17% | ▼ −4.19% | $526.30 (−22.55%) |
May 8, 2026 21w ago | Insider Cluster | $677.23 $651.22 | ▼ −3.84% | ▼ −3.86% | $526.30 (−22.29%) |
May 8, 2026 21w ago | Insider Cluster | $707.96 $655.69 | ▼ −7.38% | ▼ −6.77% | $526.30 (−25.66%) |
May 8, 2026 21w ago | Insider Cluster | $677.23 $651.22 | ▼ −3.84% | ▼ −3.86% | $526.30 (−22.29%) |
May 8, 2026 21w ago | Insider Cluster | $677.23 $651.22 | ▼ −3.84% | ▼ −3.86% | $526.30 (−22.29%) |
May 8, 2026 21w ago | Insider Cluster | $677.23 $651.22 | ▼ −3.84% | ▼ −3.86% | $526.30 (−22.29%) |
May 8, 2026 21w ago | Insider Cluster | $677.23 $651.22 | ▼ −3.84% | ▼ −3.86% | $526.30 (−22.29%) |
US Market Status
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