CNH Industrial (NYSE:CNH) Stock Price Expected to Rise, Barclays Analyst Says

Key Points

• Barclays raised its price target on CNH Industrial to $15 from $14 and maintained an Overweight rating, implying 22.4% upside from the prior close.
• CNH’s third-quarter adjusted EPS of $0.16 beat the $0.10 consensus, but revenue of $4.35 billion fell short of estimates and declined 1% year over year. The company forecast 2026 EPS of $0.44–$0.48.
• CNH agreed to sell a 70% stake in its construction equipment business to Kobelco for $700 million, with the transaction targeted to close by the end of 2027.

CNH Industrial (NYSE:CNH - Get Free Report) had its price objective increased by equities researchers at Barclays from $14.00 to $15.00 in a research note issued to investors on Tuesday, Benzinga reports. The brokerage presently has an "overweight" rating on the stock. Barclays's price target indicates a potential upside of 22.44% from the stock's previous close.

A number of other equities research analysts have also recently issued reports on CNH. Sanford C. Bernstein reiterated a "market perform" rating on shares of CNH Industrial in a report on Tuesday, August 4th. JPMorgan Chase & Co. increased their target price on shares of CNH Industrial from $10.00 to $11.00 and gave the stock an "underweight" rating in a research report on Thursday, October 8th. Weiss Ratings raised shares of CNH Industrial from a "sell (d+)" rating to a "hold (c-)" rating in a research note on Friday, October 2nd. Truist Financial lifted their price objective on CNH Industrial from $15.00 to $17.00 and gave the stock a "buy" rating in a research note on Monday, October 5th. Finally, BMO Capital Markets boosted their price objective on shares of CNH Industrial from $11.00 to $12.00 and gave the company a "market perform" rating in a research report on Tuesday, August 4th. Eight research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, CNH Industrial has a consensus rating of "Moderate Buy" and a consensus target price of $13.82.

CNH Industrial Trading Down 4.4%

CNH opened at $12.25 on Tuesday. CNH Industrial has a 12-month low of $9.12 and a 12-month high of $14.46. The company has a debt-to-equity ratio of 3.33, a current ratio of 12.23 and a quick ratio of 10.16. The stock has a market capitalization of $15.16 billion, a PE ratio of 49.28 and a beta of 1.23. The firm's fifty day moving average price is $12.57 and its 200 day moving average price is $11.36.

CNH Industrial (NYSE:CNH - Get Free Report) last issued its earnings results on Monday, November 9th. The company reported $0.16 earnings per share for the quarter, topping the consensus estimate of $0.10 by $0.06. The firm had revenue of $4.35 billion for the quarter, compared to analyst estimates of $4.52 billion. CNH Industrial had a return on equity of 6.78% and a net margin of 1.71%. The firm's revenue for the quarter was down 1.0% on a year-over-year basis. During the same period last year, the company earned $0.08 earnings per share. CNH Industrial has set its FY 2026 guidance at 0.440-0.480 EPS. As a group, research analysts expect that CNH Industrial will post 0.45 EPS for the current fiscal year.

Hedge Funds Weigh In On CNH Industrial

Large investors have recently added to or reduced their stakes in the business. Dimensional Fund Advisors LP increased its stake in shares of CNH Industrial by 8.9% during the 1st quarter. Dimensional Fund Advisors LP now owns 29,204,840 shares of the company's stock worth $321,185,000 after purchasing an additional 2,380,087 shares during the last quarter. Bank of New York Mellon Corp grew its holdings in shares of CNH Industrial by 267.6% during the 1st quarter. Bank of New York Mellon Corp now owns 18,425,651 shares of the company's stock valued at $202,682,000 after purchasing an additional 13,413,731 shares during the last quarter. Gabelli Funds LLC increased its stake in CNH Industrial by 0.3% in the 1st quarter. Gabelli Funds LLC now owns 7,083,970 shares of the company's stock worth $77,924,000 after purchasing an additional 19,320 shares during the period. Wellington Management Group LLP grew its stake in shares of CNH Industrial by 13.0% in the second quarter. Wellington Management Group LLP now owns 6,596,942 shares of the company's stock worth $74,084,000 after purchasing an additional 759,512 shares during the last quarter. Finally, Russell Investments Group Ltd. lifted its position in shares of CNH Industrial by 29.5% in the 3rd quarter. Russell Investments Group Ltd. now owns 6,231,637 shares of the company's stock worth $80,096,000 after purchasing an additional 1,421,385 shares during the period. Institutional investors own 59.88% of the company's stock.

Key CNH Industrial News

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

• Positive Sentiment: Robert W. Baird raised its price target to $16 from $15 and maintained an “outperform” rating, signaling confidence in the shares. Robert W. Baird ratings
• Positive Sentiment: CNH reported third-quarter adjusted EPS of $0.16, above the $0.10 consensus and up from $0.08 a year earlier. It also set 2026 EPS guidance of $0.44–$0.48, around the $0.45 analyst estimate. CNH third-quarter results
• Positive Sentiment: The company agreed to sell a 70% interest in its construction equipment business to Kobelco for $700 million, forming a joint venture and sharpening its focus on agricultural equipment. The deal is targeted to close by the end of 2027. Kobelco transaction announcement
• Positive Sentiment: CNH outlined 2026 industrial free cash flow of $300 million–$450 million, providing investors with a cash-generation target. Free cash flow outlook
• Neutral Sentiment: New Holland showcased its Italian tractor heritage and refreshed T7 models at EIMA 2026; the announcements provide product visibility but no immediate financial impact was specified. New Holland T7 announcement
• Negative Sentiment: Third-quarter revenue of about $4.35 billion missed the $4.52 billion estimate and was down 1% year over year. A separate report said net income fell to $35 million, tempering the EPS beat. Q3 net income report

CNH Industrial Company Profile

CNH Industrial is a global manufacturer of agricultural and construction equipment. Its agricultural brands include Case IH, New Holland Agriculture and STEYR, which offer products such as tractors, combines, harvesters, sprayers and hay tools. Its construction equipment brands include CASE Construction Equipment and New Holland Construction, with machinery such as excavators, loaders and graders.

The company also provides parts, equipment support and precision technology designed to help customers manage machinery and improve productivity.

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