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Cummins Inc. (CMI)

USD664.39 -11.56 (-1.71%)
US NYSE S&P 500 Industrials Industrial - Machinery
Address 500 Jackson Street 47202-3005
Columbus, IN, US
CEO Jennifer W. Rumsey
IPO 1947-10-03
CIK 26172 ISIN US2310211063

Explore sections of this company profile

Also trades on London Stock Exchange · 0I58.L (USD) New York Stock Exchange · CMI (USD)
Description

Cummins Inc. is a global innovator in power solutions, responsible for the design, manufacturing, distribution, and maintenance of a broad array of diesel and natural gas engines, alongside cutting-edge electric and hybrid powertrains, and associated components. Its operations are strategically divided into five segments: Engine, Distribution, Components, Power Systems, and New Power. The company's extensive engine portfolio, available under the Cummins brand and others, powers a vast range of heavy and medium-duty applications, including commercial trucks, buses, recreational vehicles, light-duty automobiles, construction and mining equipment, marine vessels, railway systems, oil and gas operations, defense, and agriculture. Complementing these engines, Cummins provides both new and remanufactured parts and comprehensive servicing. Beyond its core engine offerings, Cummins delivers sophisticated power generation systems, high-horsepower engines, and specialized application engineering. It also offers custom-designed assemblies, retail and wholesale aftermarket components, and expert repair services conducted both in-shop and on-site. The company's technological scope extends to emission control solutions, turbochargers, a variety of filtration systems (for air, fuel, lubricants, and hydraulics), coolants, fuel additives, and advanced electronic control modules, sensors, and supporting software. Fuel systems, both new and reconditioned, are also a key part of their product line, as are automated transmissions. For electrical power generation, Cummins provides standby and primary power generators, complete with controls, paralleling systems, and transfer switches, featuring products like Stamford and AVK A/C alternators. Embracing future energy demands, the company is a frontrunner in electrified power systems, encompassing battery technologies, fuel cells, and hydrogen production. This includes a robust offering of filtration, aftertreatment, control, air handling systems, automated transmissions, electric power generation, and battery solutions. Cummins distributes its diverse product range to original equipment manufacturers, an extensive network of distributors and dealers, and various other clientele worldwide. Founded in 1919 as the Cummins Engine Company, the enterprise adopted its current name, Cummins Inc., in 2001 and maintains its headquarters in Columbus, Indiana.

News Sentiment (7d)
80 Positive

Based on only 2 articles — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Index membership

IndexAddedRemovedStatus
S&P 500 1965-03-31 Active
Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD664.39 -11.56 (-1.71%)
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Volume Profile
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Liquidity & share structure
Average Volume
982.4K
Beta
1.24
Float Shares
137.50M
Free Float %
99.5%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+3.40% -1.42% +14.04% +19.34% +46.54% +37.66% +112.55% +223.43% +172.70% +514.27% +16,317.29%
Rolling Volatility
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Relative Strength
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Monthly Returns Heatmap
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow

Revenue by geography

Revenue by segment

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By product

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Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (51 ratings, all time) Buy
Price Targets & DCF
Current price
664.39
Low 540.00 -18.7%
Consensus 680.73 +2.5%
Median 696.00 +4.8%
High 845.00 +27.2%
DCF (Unlevered) 303.80 -54.3%
DCF (Levered) 185.10 -72.1%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 57% Bullish
Rating 2026-05 Change
Strong Buy 4 0
Buy 9 0
Hold 9 -2
Sell 0 0
Strong Sell 1 0
Price Target Summary
Period # Analysts Avg Target
Last Month 1
730.00
+9.9%
Last Quarter 7
649.86
-2.2%
Last Year 22
573.50
-13.7%
All Time 39
445.13
-33.0%
Quality scores
Altman Z-Score
5.31
Safe zone
Piotroski F-Score
6 / 9
Average
MOAT Score
5 / 10
Developing
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
2 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Industrial - Machinery: +7.4%
    -1.3% Q1'26: +2.7% (vs Q1'25)
  • EPS growth Industrial - Machinery: +15.6%
    -27.7% Q1'26: -21.0% (vs Q1'25)
  • FCF margin FCF growth · Industrial - Machinery: +38.2%
    +7.3% Q1'26: +1.4% (vs Q1'25)
  • EBIT margin Industrial - Machinery: +10.0%
    +12.8% Q1'26: +10.6% (vs Q1'25)
  • ROIC Industrial - Machinery: +6.8%
    +17.9% Q1'26: +14.0% (vs Q1'25)
  • Share dilution Industrial - Machinery: +0.0%
    -0.3% Q1'26: +0.4% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Industrial - Machinery: -0.65×
    1.50× Q1'26: 2.32× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.27) × ERP
WACC = 92% × Ke + 8% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 303.71 Current price: 664.39
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2008
actual
Dec 2009
actual
Dec 2010
actual
Dec 2011
actual
Dec 2013
actual
Dec 2014
actual
Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
12 Rev. Ana.
8 EPS Ana.
Dec 2027
14 Rev. Ana.
12 EPS Ana.
Dec 2028
11 Rev. Ana.
8 EPS Ana.
Revenue
14.34B
est: 13.22B (+8.5%)
10.80B
est: 8.43B (+28.2%)
13.23B
est: 11.78B (+12.3%)
18.05B
est: 15.76B (+14.5%)
17.30B
est: 18.48B (-6.4%)
19.22B
est: 18.47B (+4.1%)
19.11B
est: 19.04B (+0.3%)
17.51B
est: 17.34B (+1.0%)
20.43B
est: 20.17B (+1.3%)
23.77B
est: 23.72B (+0.2%)
23.57B
est: 23.29B (+1.2%)
19.81B
est: 19.16B (+3.4%)
24.02B
est: 23.96B (+0.3%)
28.07B
est: 27.56B (+1.9%)
34.07B
est: 34.02B (+0.1%)
34.10B
est: 33.75B (+1.0%)
33.67B
est: 33.26B (+1.2%)
36.72B
35.56B – 37.52B
+10.4% YoY
39.56B
38.34B – 41.24B
+7.8% YoY
43.09B
42.99B – 43.20B
+8.9% YoY
EBITDA
1.53B
est: 1.25B (+22.2%)
1.00B
est: 598.37M (+67.3%)
1.98B
est: 1.61B (+22.8%)
3.04B
est: 2.50B (+21.7%)
2.57B
est: 2.57B (+0.1%)
2.95B
est: 2.75B (+7.4%)
2.60B
est: 2.65B (-1.7%)
2.53B
est: 2.34B (+8.2%)
3.03B
est: 2.88B (+5.2%)
3.48B
est: 3.39B (+2.7%)
3.62B
est: 3.43B (+5.5%)
3.11B
est: 2.09B (+49.1%)
3.52B
est: 3.51B (+0.3%)
3.80B
est: 3.50B (+8.6%)
3.03B
est: 6.72B (-55.0%)
6.34B
est: 6.69B (-5.2%)
5.40B
est: 6.59B (-18.1%)
7.27B
7.05B – 7.43B
+10.4% YoY
7.84B
7.60B – 8.17B
+7.8% YoY
8.54B
8.52B – 8.56B
+8.9% YoY
EBIT
1.22B
est: 1.14B (+6.7%)
675.00M
est: 450.83M (+49.7%)
1.66B
est: 1.38B (+20.2%)
2.72B
est: 2.28B (+19.3%)
2.16B
est: 2.18B (-1.1%)
2.50B
est: 2.27B (+10.2%)
2.09B
est: 2.15B (-2.6%)
2.00B
est: 1.82B (+9.7%)
2.45B
est: 2.27B (+7.7%)
2.87B
est: 2.67B (+7.3%)
2.94B
est: 2.57B (+14.7%)
2.44B
est: 1.52B (+60.0%)
2.86B
est: 2.68B (+6.8%)
3.02B
est: 2.72B (+11.1%)
2.00B
est: 5.40B (-63.0%)
5.27B
est: 5.36B (-1.6%)
4.29B
est: 5.28B (-18.8%)
5.83B
5.65B – 5.96B
+10.4% YoY
6.28B
6.09B – 6.55B
+7.8% YoY
6.85B
6.83B – 6.86B
+8.9% YoY
Net Income
755.00M
est: 676.76M (+11.6%)
428.00M
est: 275.82M (+55.2%)
1.04B
est: 900.59M (+15.5%)
1.85B
est: 1.57B (+17.5%)
1.48B
est: 1.54B (-3.7%)
1.65B
est: 1.58B (+4.2%)
1.40B
est: 1.46B (-4.2%)
1.39B
est: 1.32B (+5.7%)
999.00M
est: 1.43B (-30.1%)
2.14B
est: 1.89B (+13.1%)
2.26B
est: 2.15B (+5.3%)
1.79B
est: 1.20B (+48.5%)
2.13B
est: 2.15B (-1.1%)
2.15B
est: 2.14B (+0.3%)
735.00M
est: 1.94B (-62.1%)
3.95B
est: 2.78B (+42.1%)
2.84B
est: 3.16B (-9.9%)
3.90B
3.52B – 4.15B
+23.5% YoY
4.39B
4.13B – 4.80B
+12.6% YoY
5.06B
4.08B – 5.97B
+15.2% YoY
SGA
1.45B
est: 1.32B (+9.7%)
1.24B
est: 887.46M (+39.6%)
1.49B
est: 1.26B (+18.0%)
1.84B
est: 1.57B (+17.3%)
1.82B
est: 2.02B (-10.0%)
2.10B
est: 2.04B (+2.6%)
2.09B
est: 2.19B (-4.6%)
2.10B
est: 1.96B (+7.2%)
2.43B
est: 2.00B (+21.5%)
2.44B
est: 2.35B (+3.6%)
2.45B
est: 2.33B (+5.2%)
2.13B
est: 1.45B (+46.4%)
2.37B
est: 2.40B (-1.1%)
2.69B
est: 2.54B (+5.7%)
3.33B
est: 3.27B (+1.8%)
3.28B
est: 3.25B (+0.8%)
3.13B
est: 3.20B (-2.4%)
3.53B
3.42B – 3.61B
+10.4% YoY
3.81B
3.69B – 3.97B
+7.8% YoY
4.15B
4.14B – 4.16B
+8.9% YoY
EPS
3.87
est: 3.38 (+14.5%)
2.17
est: 1.11 (+96.4%)
5.29
est: 3.92 (+34.9%)
9.58
est: 6.79 (+41.1%)
7.93
est: 8.36 (-5.1%)
9.04
est: 8.50 (+6.4%)
7.86
est: 8.99 (-12.6%)
8.25
est: 8.10 (+1.9%)
6.00
est: 10.27 (-41.6%)
13.20
est: 13.60 (-3.0%)
14.54
est: 14.83 (-2.0%)
12.07
est: 11.37 (+6.2%)
14.74
est: 15.03 (-1.9%)
15.20
est: 16.30 (-6.8%)
5.19
est: 13.68 (-62.1%)
28.55
est: 20.50 (+39.2%)
20.62
est: 22.79 (-9.5%)
28.25
25.41 – 29.94
+24.0% YoY
32.61
29.80 – 34.63
+15.4% YoY
37.16
29.39 – 43.07
+13.9% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-20 Truist Securities Buy Buy Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 B+ 3/5 3/5 5/5 5/5 2/5 2/5 1/5
2026-05-08 B+ 3/5 3/5 5/5 5/5 2/5 2/5 1/5
2026-05-07 B+ 3/5 3/5 5/5 5/5 2/5 2/5 1/5
2026-05-06 B+ 3/5 3/5 5/5 5/5 2/5 2/5 1/5
2026-05-05 B+ 3/5 3/5 5/5 5/5 2/5 2/5 1/5
2026-05-04 B+ 3/5 3/5 5/5 5/5 2/5 3/5 1/5
2026-05-01 B+ 3/5 3/5 5/5 5/5 1/5 3/5 1/5
2026-04-30 B+ 3/5 3/5 5/5 5/5 1/5 3/5 1/5
2026-04-29 B+ 3/5 3/5 5/5 5/5 1/5 3/5 1/5
2026-04-28 B+ 3/5 3/5 5/5 5/5 1/5 3/5 1/5
2026-04-27 B+ 3/5 3/5 5/5 5/5 1/5 3/5 1/5
2026-04-24 B+ 3/5 3/5 5/5 5/5 1/5 3/5 1/5
2026-04-23 B 3/5 3/5 5/5 5/5 1/5 2/5 1/5
2026-04-22 B 3/5 3/5 5/5 5/5 1/5 2/5 1/5
2026-04-21 B 3/5 3/5 5/5 5/5 1/5 2/5 1/5
2026-04-20 B 3/5 3/5 5/5 5/5 1/5 2/5 1/5
2026-04-17 B 3/5 3/5 5/5 5/5 1/5 2/5 1/5
2026-04-16 B 3/5 3/5 5/5 5/5 1/5 2/5 1/5
2026-04-15 B 3/5 3/5 5/5 5/5 1/5 2/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
2.68B
OE per share TTM
19.28
Owner's Yield
2.87%
Maintenance CapEx ratio
21.94%
Maint CapEx / Avg PPE
20.3%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
687
Total invested
3.59B
Insider transactions (90d)
0
Beneficial owners (>5%)
17
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Cummins Inc. 67.05M 80.50% 67.05M 67.05M CO Indiana 2024-02-14
2 04-1867445 17.82M 8.90% 7.96M 9.86M 17.82M BK BOSTON, MASSACHUSETTS 2009-02-17
3 BlackRock for purposes of Schedule 13G filings. 17.46M 8.65% 17.46M 17.46M HC Delaware 2010-01-29
4 STATE STREET BANK AND TRUST COMPANY, ACTING IN VARIOUS CAPACITIES 13.27M 6.60% 13.27M 13.27M BK MASSACHUSETTS 2010-02-12
5 The Vanguard Group - 23-1945930 12.92M 9.03% 223.1K 12.34M 577.3K IA 2022-02-09
6 (1) BlackRock, Inc. 11.75M 8.20% 9.74M 11.75M HC Delaware 2022-02-01
7 Capital World Investors ** 11.75M 6.10% 10.73M 11.75M IA Delaware 2012-02-10
8 STATE STREET BANK AND TRUST COMPANY ACTING IN VARIOUS CAPACITIES 9.03M 5.37% 9.03M 9.03M BK MASSACHUSETTS 2017-02-14
9 Abigail P. Johnson 7.53M 4.12% 7.53M IN United States of America 2015-02-13
10 Edward C. Johnson 3d 7.53M 4.12% 7.53M IN United States of America 2015-02-13
11 FMR LLC 7.53M 4.12% 872.2K 7.53M HC Delaware 2015-02-13
12 52-0556948 7.35M 5.20% 3.82M 7.34M IA Maryland 2024-02-14
13 STATE STREET CORPORATION 7.10M 4.64% 6.24M 7.10M HC BOSTON, MASSACHUSETTS 2020-02-13
14 Capital Research Global Investors ** 5.09M 3.00% 5.09M 5.09M IA Delaware 2017-02-13
15 BARCLAYS GLOBAL FUND ADVISORS 362.4K 0.72% 359.9K 362.4K IA U.S.A. 2007-01-23
16 BARCLAYS GLOBAL INVESTORS JAPAN LIMITED 213.0K 0.42% 213.0K 213.0K IA Japan 2007-01-23
17 2. 10.00 0.10% 95.3K HC, OO Delaware 2024-03-22

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
687
-1,226 vs prev Q
New positions
66
Closed positions
1,245
Increased
292
Reduced
262
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 MACQUARIE MANAGEMENT HOLDINGS, INC. 281.9K +281.9K (+100.0%) 143.88B +143.9B (+100.0%) 0.20% +0.204 pp 0.22% +0.217 pp USD510.45 +0.0% 1 qtrs NEW
2 VANGUARD GROUP INC 17.75M +98.5K (+0.6%) 9.06B +1.6B (+21.5%) 12.87% +0.053 pp 0.13% +0.020 pp USD150.46 +239.3% 84 qtrs
3 BLACKROCK, INC. 11.80M +188.8K (+1.6%) 6.02B +1.1B (+22.8%) 8.56% +0.125 pp 0.10% +0.016 pp USD326.92 +56.1% 6 qtrs
4 STATE STREET CORP 6.51M +49.6K (+0.8%) 3.32B +594.3M (+21.8%) 4.72% +0.029 pp 0.11% +0.017 pp USD136.66 +273.5% 51 qtrs
5 FMR LLC 5.65M +1.5M (+37.3%) 2.88B +1.1B (+65.9%) 4.09% +1.099 pp 0.15% +0.057 pp USD410.42 +24.4% 70 qtrs
6 GEODE CAPITAL MANAGEMENT, LLC 3.58M +35.3K (+1.0%) 1.82B +329.7M (+22.1%) 2.60% +0.022 pp 0.11% +0.017 pp USD159.88 +219.3% 78 qtrs
7 FISHER ASSET MANAGEMENT, LLC 3.41M +43.7K (+1.3%) 1.74B +318.9M (+22.4%) 2.47% +0.023 pp 0.59% +0.080 pp USD259.35 +96.8% 38 qtrs
8 MORGAN STANLEY 3.23M -555.3K (-14.7%) 1.65B +50.3M (+3.1%) 2.35% -0.407 pp 0.10% +0.002 pp USD239.43 +113.2% 51 qtrs
9 NORTHERN TRUST CORP 1.70M -25.7K (-1.5%) 868.59M +139.0M (+19.1%) 1.23% -0.023 pp 0.11% +0.017 pp USD162.70 +213.7% 51 qtrs
10 NORGES BANK 1.69M +1.7M (+100.0%) 863.44M +863.4M (+100.0%) 1.22% +1.224 pp 0.09% +0.092 pp USD510.45 +0.0% 1 qtrs NEW
11 BANK OF AMERICA CORP /DE/ 1.64M -11.9K (-0.7%) 835.17M +139.1M (+20.0%) 1.19% -0.010 pp 0.06% +0.014 pp USD294.93 +73.1% 52 qtrs
12 RAYMOND JAMES FINANCIAL INC 1.56M +40.1K (+2.6%) 794.52M +154.4M (+24.1%) 1.13% +0.025 pp 0.25% +0.042 pp USD336.06 +51.9% 5 qtrs
13 ROYAL BANK OF CANADA 1.55M -25.8K (-1.6%) 791.89M +125.7M (+18.9%) 1.13% -0.020 pp 0.13% +0.020 pp USD279.94 +82.3% 51 qtrs
14 DIMENSIONAL FUND ADVISORS LP 1.55M +10.6K (+0.7%) 790.16M +140.9M (+21.7%) 1.12% +0.004 pp 0.17% +0.026 pp USD160.83 +217.4% 51 qtrs
15 UBS ASSET MANAGEMENT AMERICAS INC 1.43M -64.4K (-4.3%) 730.85M +98.9M (+15.6%) 1.04% -0.048 pp 0.15% +0.017 pp USD211.00 +141.9% 90 qtrs
16 BOSTON PARTNERS 1.10M -18.9K (-1.7%) 564.57M +91.1M (+19.2%) 0.80% -0.015 pp 0.58% +0.098 pp USD422.37 +20.9% 2 qtrs
17 BANK OF NEW YORK MELLON CORP 1.08M -373.6K (-25.8%) 549.76M -63.0M (-10.3%) 0.78% -0.274 pp 0.10% -0.021 pp USD255.90 +99.5% 66 qtrs
18 AMERIPRISE FINANCIAL INC 1.07M -315.4K (-22.8%) 545.67M -39.3M (-6.7%) 0.77% -0.232 pp 0.12% -0.011 pp USD214.06 +138.5% 55 qtrs
19 LEGAL & GENERAL GROUP PLC 1.03M -198.9K (-16.2%) 525.60M +6.7M (+1.3%) 0.75% -0.147 pp 0.12% +0.000 pp USD157.67 +223.7% 75 qtrs
20 PRICE T ROWE ASSOCIATES INC /MD/ 980.3K -635.7K (-39.3%) 500.37M -182.2M (-26.7%) 0.71% -0.464 pp 0.05% -0.019 pp USD212.87 +139.8% 75 qtrs
21 STIFEL FINANCIAL CORP 922.9K -131.0K (-12.4%) 471.09M +25.9M (+5.8%) 0.67% -0.096 pp 0.42% +0.017 pp USD203.12 +151.3% 48 qtrs
22 CITADEL ADVISORS LLC 904.5K +569.8K (+170.2%) 461.72M +320.3M (+226.5%) 0.66% +0.413 pp 0.07% +0.048 pp USD442.02 +15.5% 52 qtrs
23 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 899.1K +4.2K (+0.5%) 458.96M +81.0M (+21.4%) 0.65% +0.002 pp 0.07% +0.011 pp USD191.78 +166.2% 100 qtrs
24 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 893.3K -373.1K (-29.5%) 455.97M -78.9M (-14.8%) 0.65% -0.272 pp 1.36% -0.291 pp USD165.56 +208.3% 63 qtrs
25 MARSHFIELD ASSOCIATES 763.6K -340.9K (-30.9%) 389.80M -76.7M (-16.4%) 0.55% -0.250 pp 6.83% -1.240 pp USD162.37 +214.4% 42 qtrs
26 INVESCO LTD. 757.5K -190.2K (-20.1%) 386.68M -13.6M (-3.4%) 0.55% -0.139 pp 0.06% -0.004 pp USD226.33 +125.5% 57 qtrs
27 FIRST EAGLE INVESTMENT MANAGEMENT, LLC 754.9K -668.6K (-47.0%) 385.36M -215.9M (-35.9%) 0.55% -0.486 pp 0.68% -0.417 pp USD117.94 +332.8% 41 qtrs
28 AMERICAN CENTURY COMPANIES INC 747.5K -92.9K (-11.1%) 381.56M +26.6M (+7.5%) 0.54% -0.069 pp 0.19% +0.011 pp USD269.78 +89.2% 51 qtrs
29 AQR CAPITAL MANAGEMENT LLC 742.4K +83.0K (+12.6%) 378.93M +102.8M (+37.2%) 0.54% +0.058 pp 0.20% +0.022 pp USD293.43 +74.0% 90 qtrs
30 HSBC HOLDINGS PLC 700.7K -38.4K (-5.2%) 357.93M +46.1M (+14.8%) 0.51% -0.028 pp 0.18% +0.010 pp USD261.86 +94.9% 56 qtrs
31 PRINCIPAL FINANCIAL GROUP INC 698.8K -159.6K (-18.6%) 356.69M -5.9M (-1.6%) 0.51% -0.116 pp 0.18% -0.001 pp USD223.26 +128.6% 81 qtrs
32 NUVEEN, LLC 693.6K -14.0K (-2.0%) 354.02M +55.2M (+18.5%) 0.50% -0.011 pp 0.09% +0.014 pp USD365.76 +39.6% 4 qtrs
33 JPMORGAN CHASE & CO 680.8K -425.5K (-38.5%) 347.49M -119.8M (-25.6%) 0.49% -0.310 pp 0.02% -0.006 pp USD281.69 +81.2% 51 qtrs
34 AMUNDI 680.1K +70.4K (+11.5%) 347.17M +79.6M (+29.7%) 0.49% +0.049 pp 0.09% +0.008 pp USD323.23 +57.9% 19 qtrs
35 GOLDMAN SACHS GROUP INC 676.3K +162.2K (+31.6%) 345.19M +128.1M (+59.0%) 0.49% +0.118 pp 0.04% +0.016 pp USD321.63 +58.7% 73 qtrs
36 ALLIANZ ASSET MANAGEMENT GMBH 663.3K -125.2K (-15.9%) 338.58M +5.5M (+1.7%) 0.48% -0.093 pp 0.34% -0.030 pp USD315.91 +61.6% 51 qtrs
37 UBS GROUP AG 641.2K +48.4K (+8.2%) 327.31M +76.9M (+30.7%) 0.47% +0.035 pp 0.05% +0.014 pp USD293.27 +74.1% 45 qtrs
38 ENVESTNET ASSET MANAGEMENT INC 629.7K -117.5K (-15.7%) 321.42M +5.8M (+1.8%) 0.46% -0.086 pp 0.10% +0.005 pp USD251.67 +102.8% 51 qtrs
39 CINCINNATI INSURANCE CO 606.4K +— (+0.0%) 309.54M +53.4M (+20.9%) 0.44% -0.002 pp 4.73% +0.761 pp USD91.86 +455.7% 41 qtrs
40 WELLS FARGO & COMPANY/MN 587.5K +111.7K (+23.5%) 299.89M +98.9M (+49.2%) 0.43% +0.081 pp 0.05% +0.016 pp USD300.44 +69.9% 57 qtrs
41 NORDEA INVESTMENT MANAGEMENT AB 546.5K +278.4K (+103.8%) 280.40M +168.1M (+149.7%) 0.40% +0.202 pp 0.24% +0.143 pp USD343.17 +48.7% 84 qtrs
42 FIRST TRUST ADVISORS LP 542.8K +385.5K (+245.1%) 277.07M +210.6M (+317.1%) 0.39% +0.279 pp 0.20% +0.152 pp USD454.08 +12.4% 51 qtrs
43 LONDON CO OF VIRGINIA 542.7K -6.0K (-1.1%) 277.01M +45.3M (+19.5%) 0.39% -0.006 pp 1.60% +0.319 pp USD422.37 +20.9% 2 qtrs
44 BARCLAYS PLC 530.4K +69.3K (+15.0%) 270.73M +121.4M (+81.4%) 0.38% +0.050 pp 0.07% +0.027 pp USD325.75 +56.7% 51 qtrs
45 LSV ASSET MANAGEMENT 522.0K -251.2K (-32.5%) 266.47M -60.1M (-18.4%) 0.38% -0.183 pp 0.58% -0.140 pp USD141.26 +261.4% 46 qtrs
46 LOOMIS SAYLES & CO L P 503.1K -53.5K (-9.6%) 256.82M +21.7M (+9.2%) 0.36% -0.040 pp 0.31% +0.030 pp USD245.24 +108.1% 20 qtrs
47 HAMLIN CAPITAL MANAGEMENT, LLC 474.9K -48.3K (-9.2%) 242.39M +21.4M (+9.7%) 0.34% -0.035 pp 5.81% +0.785 pp USD196.96 +159.2% 29 qtrs
48 VOYA INVESTMENT MANAGEMENT LLC 465.8K +367.1K (+371.6%) 237.78M +196.1M (+470.0%) 0.34% +0.265 pp 0.23% +0.193 pp USD470.15 +8.6% 51 qtrs
49 DEUTSCHE BANK AG\ 421.1K -201.0K (-32.3%) 214.96M -47.8M (-18.2%) 0.31% -0.146 pp 0.07% -0.018 pp USD277.79 +83.8% 50 qtrs
50 NATIONAL PENSION SERVICE 416.4K +173.1K (+71.2%) 212.55M +109.8M (+106.9%) 0.30% +0.125 pp 0.16% +0.078 pp USD335.65 +52.1% 46 qtrs
51 NEUBERGER BERMAN GROUP LLC 407.0K -66.8K (-14.1%) 207.82M +7.7M (+3.9%) 0.30% -0.049 pp 0.15% +0.009 pp USD310.63 +64.3% 51 qtrs
52 HIGHTOWER ADVISORS, LLC 401.4K -39.2K (-8.9%) 204.91M +18.7M (+10.1%) 0.29% -0.029 pp 0.22% +0.013 pp USD230.69 +121.3% 56 qtrs
53 LPL FINANCIAL LLC 377.8K -39.7K (-9.5%) 192.87M +16.5M (+9.3%) 0.27% -0.030 pp 0.05% +0.001 pp USD258.76 +97.3% 51 qtrs
54 SWISS NATIONAL BANK 377.6K -19.5K (-4.9%) 192.72M +25.0M (+14.9%) 0.27% -0.015 pp 0.11% +0.017 pp USD160.40 +218.2% 51 qtrs
55 SUMITOMO MITSUI TRUST HOLDINGS, INC. 361.6K -10.7K (-2.9%) 184.57M +27.3M (+17.4%) 0.26% -0.008 pp 0.11% +0.018 pp USD146.26 +249.0% 59 qtrs
56 BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. 345.8K +239.7K (+225.9%) 176.54M +131.7M (+294.0%) 0.25% +0.173 pp 0.20% +0.086 pp USD422.67 +20.8% 51 qtrs
57 BEUTEL, GOODMAN & CO LTD. 343.6K -26.2K (-7.1%) 175.41M +19.2M (+12.3%) 0.25% -0.020 pp 1.08% +0.137 pp USD176.87 +188.6% 29 qtrs
58 BANK OF MONTREAL /CAN/ 339.0K +7.9K (+2.4%) 173.02M +33.2M (+23.7%) 0.25% +0.005 pp 0.06% +0.006 pp USD252.90 +101.8% 51 qtrs
59 BALYASNY ASSET MANAGEMENT L.P. 333.8K +331.6K (+14,497.2%) 170.41M +169.4M (+17,541.2%) 0.24% +0.240 pp 0.22% +0.215 pp USD509.35 +0.2% 12 qtrs
60 CI PRIVATE WEALTH, LLC 320.2K -3.1K (-1.0%) 163.44M +26.9M (+19.7%) 0.23% -0.002 pp 0.22% +0.005 pp USD245.94 +107.6% 13 qtrs
61 ONTARIO TEACHERS PENSION PLAN BOARD 314.1K -7.7K (-2.4%) 160.32M +24.4M (+18.0%) 0.23% -0.006 pp 3.55% +0.452 pp USD325.87 +56.6% 64 qtrs
62 MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. 303.2K +12.7K (+4.4%) 158.37M +35.6M (+29.0%) 0.22% +0.009 pp 0.11% +0.019 pp USD267.38 +90.9% 58 qtrs
63 ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. 307.4K +17.3K (+6.0%) 156.92M +34.4M (+28.1%) 0.22% +0.012 pp 0.22% +0.046 pp USD254.82 +100.3% 74 qtrs
64 D.A. DAVIDSON & CO. 302.7K -10.6K (-3.4%) 154.52M +22.2M (+16.8%) 0.22% -0.008 pp 0.95% +0.100 pp USD245.52 +107.9% 87 qtrs
65 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 297.8K +272.4K (+1,074.5%) 152.00M +141.3M (+1,319.4%) 0.22% +0.197 pp 0.25% +0.235 pp USD501.12 +1.9% 4 qtrs
66 RHUMBLINE ADVISERS 283.1K +1.5K (+0.5%) 144.52M +25.6M (+21.5%) 0.21% +0.001 pp 0.12% +0.021 pp USD164.11 +211.0% 52 qtrs
67 EARNEST PARTNERS LLC 280.4K -7.0K (-2.4%) 143.13M +21.7M (+17.9%) 0.20% -0.006 pp 0.61% +0.087 pp USD154.85 +229.6% 51 qtrs
68 PARNASSUS INVESTMENTS, LLC 280.0K -11.5K (-3.9%) 142.93M +19.8M (+16.1%) 0.20% -0.009 pp 0.37% +0.086 pp USD188.73 +170.5% 42 qtrs
69 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 269.8K +8.3K (+3.2%) 137.71M +27.3M (+24.7%) 0.20% +0.005 pp 0.08% +0.013 pp USD174.73 +192.1% 58 qtrs
70 MILLENNIUM MANAGEMENT LLC 259.6K +129.0K (+98.8%) 132.52M +77.4M (+140.3%) 0.19% +0.093 pp 0.06% +0.032 pp USD437.89 +16.6% 48 qtrs
71 CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 241.9K +189.3K (+360.1%) 123.48M +101.3M (+456.1%) 0.18% +0.137 pp 0.21% +0.169 pp USD490.98 +4.0% 9 qtrs
72 MARINER, LLC 221.8K +17.8K (+8.7%) 113.24M +27.0M (+31.4%) 0.16% +0.013 pp 0.13% +0.024 pp USD280.76 +81.8% 56 qtrs
73 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 211.1K -3.0K (-1.4%) 107.74M +17.3M (+19.2%) 0.15% -0.003 pp 0.11% +0.015 pp USD132.86 +284.2% 52 qtrs
74 MANUFACTURERS LIFE INSURANCE COMPANY, THE 210.8K -64.6K (-23.5%) 107.63M -8.7M (-7.5%) 0.15% -0.047 pp 0.09% -0.007 pp USD207.31 +146.2% 93 qtrs
75 ADAGE CAPITAL PARTNERS GP, L.L.C. 209.7K +108.4K (+107.0%) 107.02M +64.3M (+150.2%) 0.15% +0.078 pp 0.16% +0.094 pp USD422.70 +20.8% 6 qtrs
76 SG AMERICAS SECURITIES, LLC 205.9K +204.9K (+21,753.3%) 105.08M +104.7M (+26,302.0%) 0.15% +0.149 pp 0.13% +0.133 pp USD509.58 +0.2% 51 qtrs
77 SUSQUEHANNA INTERNATIONAL GROUP, LLP 204.6K +27.5K (+15.5%) 104.44M +29.6M (+39.6%) 0.15% +0.020 pp 0.01% +0.004 pp USD331.83 +53.8% 51 qtrs
78 JANE STREET GROUP, LLC 204.6K +175.0K (+592.7%) 104.43M +92.0M (+737.2%) 0.15% +0.127 pp 0.02% +0.014 pp USD481.18 +6.1% 41 qtrs
79 AEGON ASSET MANAGEMENT UK PLC 203.6K +20.2K (+11.0%) 103.92M +26.5M (+34.2%) 0.15% +0.015 pp 1.24% +0.319 pp USD306.00 +66.8% 9 qtrs
80 CLARK CAPITAL MANAGEMENT GROUP, INC. 197.6K +2.5K (+1.3%) 100.87M +18.4M (+22.4%) 0.14% +0.001 pp 0.62% +0.104 pp USD319.84 +59.6% 5 qtrs
81 QUANTINNO CAPITAL MANAGEMENT LP 193.7K +18.2K (+10.4%) 98.90M +24.8M (+33.4%) 0.14% +0.013 pp 0.20% -0.004 pp USD350.68 +45.6% 17 qtrs
82 ABRDN PLC 191.7K -4.5K (-2.3%) 97.86M +15.8M (+19.3%) 0.14% -0.003 pp 0.15% +0.022 pp USD263.96 +93.4% 34 qtrs
83 ALKEON CAPITAL MANAGEMENT LLC 190.0K +190.0K (+100.0%) 96.99M +97.0M (+100.0%) 0.14% +0.138 pp 0.15% +0.154 pp USD510.45 +0.0% 1 qtrs NEW
84 187.9K +187.9K (+100.0%) 96.50M +96.5M (+100.0%) 0.14% +0.136 pp 0.27% +0.274 pp USD510.45 +0.0% 1 qtrs NEW
85 QUBE RESEARCH & TECHNOLOGIES LTD 188.6K -81.8K (-30.2%) 96.27M -17.9M (-15.7%) 0.14% -0.060 pp 0.10% -0.020 pp USD318.77 +60.1% 22 qtrs
86 DEKABANK DEUTSCHE GIROZENTRALE 300.5K +— (+0.0%) 95.96M -29.7M (-23.6%) 0.22% 0.000 pp 0.17% -0.046 pp USD232.63 +119.4% 66 qtrs
87 CANADA PENSION PLAN INVESTMENT BOARD 176.3K -80.1K (-31.3%) 89.98M -18.3M (-16.9%) 0.13% -0.059 pp 0.06% -0.016 pp USD323.65 +57.7% 52 qtrs
88 ALLIANCEBERNSTEIN L.P. 175.8K +346.0 (+0.2%) 89.75M +15.6M (+21.1%) 0.13% 0.000 pp 0.03% +0.005 pp USD193.09 +164.4% 61 qtrs
89 VICTORY CAPITAL MANAGEMENT INC 170.3K -29.4K (-14.7%) 86.91M +2.6M (+3.1%) 0.12% -0.022 pp 0.05% 0.000 pp USD225.53 +126.3% 43 qtrs
90 ENERGY INCOME PARTNERS, LLC 165.8K +165.8K (+100.0%) 84.65M +84.6M (+100.0%) 0.12% +0.120 pp 1.53% +1.533 pp USD510.45 +0.0% 1 qtrs NEW
91 FRANKLIN RESOURCES INC 165.4K +11.1K (+7.2%) 84.43M +19.2M (+29.5%) 0.12% +0.008 pp 0.02% +0.005 pp USD281.69 +81.2% 51 qtrs
92 HOLOCENE ADVISORS, LP 165.2K +43.7K (+36.0%) 84.32M +33.0M (+64.3%) 0.12% +0.031 pp 0.18% +0.060 pp USD382.35 +33.5% 5 qtrs
93 ENSIGN PEAK ADVISORS, INC 162.9K +48.6K (+42.5%) 83.15M +34.9M (+72.2%) 0.12% +0.035 pp 0.15% +0.068 pp USD368.78 +38.4% 25 qtrs
94 WALLEYE CAPITAL LLC 161.5K +37.6K (+30.3%) 82.45M +30.1M (+57.5%) 0.12% +0.027 pp 0.25% +0.057 pp USD368.73 +38.4% 17 qtrs
95 KOREA INVESTMENT CORP 158.4K +3.7K (+2.4%) 80.87M +15.5M (+23.7%) 0.11% +0.003 pp 0.16% +0.025 pp USD319.65 +59.7% 22 qtrs
96 EPOCH INVESTMENT PARTNERS, INC. 157.0K -72.6K (-31.6%) 80.16M -16.8M (-17.4%) 0.11% -0.053 pp 0.46% -0.078 pp USD215.91 +136.4% 18 qtrs
97 WELLINGTON MANAGEMENT GROUP LLP 154.8K +149.7K (+2,949.0%) 79.02M +76.9M (+3,584.8%) 0.11% +0.108 pp 0.01% +0.014 pp USD503.80 +1.3% 77 qtrs
98 DANSKE BANK A/S 154.1K -7.8K (-4.8%) 78.66M +10.3M (+15.1%) 0.11% -0.006 pp 0.18% +0.013 pp USD368.26 +38.6% 8 qtrs
99 ZACKS INVESTMENT MANAGEMENT 152.3K -997.0 (-0.7%) 77.75M +13.0M (+20.1%) 0.11% -0.001 pp 0.61% +0.095 pp USD313.91 +62.6% 11 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
1
Sells
0
Shares acquired
290.00
Shares disposed
Cash buys
Cash sales
Net activity
+290
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-04-01 Lamb-Hale Nicole Officer A-Award A Common 290 0.00 16,492 D
2026-03-03 Davis Amy Rochelle Officer S-Sale D Common 120 565.92 67.9K 19,741 D
2026-03-01 Wright Benjamin G. Officer A-Award A Common 1,648 0.00 4,536 D
2026-03-01 Wood Jonathan David Officer A-Award A Common 1,888 0.00 5,076 D
2026-03-01 Wiltrout Jeffrey T Officer A-Award A Common 3,056 0.00 6,519 D
2026-03-01 Stoner Nathan R Officer A-Award A Common 4,480 0.00 12,075 D
2026-03-01 Smith Mark Andrew Officer A-Award A Common 14,128 0.00 45,710 D
2026-03-01 RUMSEY JENNIFER Director / Officer F-InKind D Common 19,450 583.87 11.36M 46,632 D
2026-03-01 Peters Luther E Officer F-InKind D Common 579 583.87 338.1K 9,025 D
2026-03-01 Newsome Earl Officer F-InKind D Common 1,044 583.87 609.6K 5,177 D
2026-03-01 Merritt Brett Michael Officer F-InKind D Common 998 583.87 582.7K 11,105 D
2026-03-01 Lamb-Hale Nicole Officer A-Award A Common 7,056 0.00 19,079 D
2026-03-01 JACKSON DONALD G Officer F-InKind D Common 1,000 583.87 583.9K 9,046 D
2026-03-01 Gaidoo John O Officer F-InKind D Common 130 583.87 75.9K 3,464 D
2026-03-01 Fetch Bonnie J Officer F-InKind D Common 1,297 583.87 757.3K 12,331 D
2026-03-01 Enright Robert Officer A-Award A Common 1,056 0.00 2,011 D
2026-03-01 Davis Amy Rochelle Officer A-Award A Common 5,181 0.00 23,008 D
2026-03-01 Bush Jennifer Mary Officer A-Award A Common 5,648 0.00 19,490 D
2026-03-01 Boakye Marvin Officer F-InKind D Common 2,735 583.87 1.60M 11,989 D
2026-02-24 JACKSON DONALD G Officer M-Exempt A Common 1,600 142.12 227.4K 8,814 D
2026-02-24 Fetch Bonnie J Officer I-Discretionary D Common 948 600.48 569.2K 643 I
2026-02-23 Newsome Earl Officer S-Sale D Common 1,083 583.52 632.0K 3,389 D
2026-02-23 Davis Amy Rochelle Officer S-Sale D Common 80 588.37 47.1K 19,611 D
2026-02-19 Wright Benjamin G. Officer A-Award A Common 553 0.00 3,060 D
2026-02-19 Fetch Bonnie J Officer F-InKind D Common 903 596.91 539.0K 10,332 D
2026-02-19 Davis Amy Rochelle Officer F-InKind D Common 1,047 596.91 625.0K 19,691 D
2026-02-19 Bush Jennifer Mary Officer F-InKind D Common 1,288 596.91 768.8K 13,842 D
2026-02-13 Gaidoo John O Officer M-Exempt D Stock Option (Right-to-Buy) 290 109.09 31.6K 0 D
2026-02-11 MILLER WILLIAM I Director S-Sale D Common 1,697 600.11 1.02M 47,028 D
2026-02-10 Bush Jennifer Mary Officer M-Exempt D Stock Option (Right-to-Buy) 3,200 142.12 454.8K 0 D
2025-11-25 Merritt Brett Michael Officer S-Sale D Common 1,450 489.32 709.5K 9,271 D
2025-11-13 RUMSEY JENNIFER Director / Officer G-Gift D Common 4,165 0.00 21,346 D
2025-11-11 RUMSEY JENNIFER Director / Officer S-Sale D Common 2,880 473.57 1.36M 42,880 D
2025-11-06 Smith Mark Andrew Officer M-Exempt D Stock Option (Right-to-Buy) 13,110 142.12 1.86M 0 D
2025-10-30 Smith Mark Andrew Officer M-Exempt A Common 200 142.12 28.4K 31,782 D
2025-10-06 Smith Mark Andrew Officer M-Exempt D Stock Option (Right-to-Buy) 8,000 142.12 1.14M 13,310 D
2025-09-17 Smith Mark Andrew Officer M-Exempt A Common 1,580 163.43 258.2K 33,162 D
2025-09-16 Smith Mark Andrew Officer M-Exempt A Common 2,671 163.43 436.5K 34,253 D
2025-09-15 Smith Mark Andrew Officer M-Exempt A Common 4,829 163.43 789.2K 36,411 D
2025-08-22 Enright Robert Officer M-Exempt A Common 860 163.43 140.5K 1,815 D
2025-08-19 Quintos Karen H Director S-Sale D Common 10 404.69 4.0K 6,524 I
2025-08-14 Davis Amy Rochelle Officer M-Exempt A Common 1,300 160.10 208.1K 25,055 D
2025-08-13 Smith Mark Andrew Officer M-Exempt A Common 6,500 163.43 1.06M 38,082 D
2025-08-13 MILLER WILLIAM I Director G-Gift D Common 1,765 0.00 52,042 D
2025-08-13 JACKSON DONALD G Officer M-Exempt A Common 3,390 163.43 554.0K 10,604 D
2025-08-12 Smith Mark Andrew Officer M-Exempt A Common 6,000 163.43 980.6K 37,582 D
2025-08-08 Peters Luther E Officer S-Sale D Common 3,225 388.86 1.25M 7,693 D
2025-08-08 Bush Jennifer Mary Officer S-Sale D Common 520 388.13 201.8K 15,130 D
2025-07-14 Tsien Matthew Director A-Award A Common 447 0.00 447 D
2025-06-01 JACKSON DONALD G Officer A-Award A Common 1,480 0.00 7,214 D
2025-06-01 Gaidoo John O Officer Common 0 0.00 1,788 D
2025-05-16 Stone John H Director P-Purchase A Common 1,000 332.08 332.1K 2,441 D
2025-05-15 Barner Sharon R Officer G-Gift D Common 450 0.00 24,589 D
2025-05-13 Stone John H Director A-Award A Common 595 0.00 1,441 D
2025-05-13 Quintos Karen H Director A-Award A Common 595 0.00 3,773 D
2025-05-13 Nelson Kimberly A Director A-Award A Common 595 0.00 4,384 D
2025-05-13 MILLER WILLIAM I Director A-Award A Common 595 0.00 53,621 D
2025-05-13 LYNCH THOMAS J Director A-Award A Common 595 0.00 11,633 D
2025-05-13 Harris Carla A Director A-Award A Common 595 0.00 3,465 D
2025-05-13 Fisher Daniel William Director A-Award A Common 595 0.00 2,281 D
2025-05-13 Di Leo Allen Bruno V Director A-Award A Common 595 0.00 5,073 D
2025-05-13 Bernhard Robert J Director A-Award A Common 595 0.00 19,111 D
2025-05-13 Belske Gary L Director A-Award A Common 595 0.00 2,884 D
2025-03-15 Wright Benjamin G. Officer Common 0 0.00 2,507 D
2025-03-01 Wood Jonathan David Officer A-Award A Common 1,155 0.00 3,731 D
2025-03-01 Wiltrout Jeffrey T Officer A-Award A Common 1,500 0.00 3,913 D
2025-03-01 Stoner Nathan R Officer A-Award A Common 3,225 0.00 9,050 D
2025-03-01 Smith Mark Andrew Officer A-Award A Common 10,365 0.00 36,086 D
2025-03-01 RUMSEY JENNIFER Director / Officer A-Award A Common 21,885 0.00 45,039 D
2025-03-01 Peters Luther E Officer A-Award A Common 1,380 0.00 8,063 D
2025-03-01 Padmanabhan Srikanth Officer A-Award A Common 6,915 0.00 47,600 D
2025-03-01 Newsome Earl Officer A-Award A Common 2,070 0.00 5,310 D
2025-03-01 Merritt Brett Michael Officer A-Award A Common 1,500 0.00 7,877 D
2025-03-01 Lamb-Hale Nicole Officer A-Award A Common 6,915 0.00 14,693 D
2025-03-01 JACKSON DONALD G Officer F-InKind D Common 484 368.18 178.2K 5,734 D
2025-03-01 Fetch Bonnie J Officer A-Award A Common 2,070 0.00 9,668 D
2025-03-01 Enright Robert Officer F-InKind D Common 279 368.18 102.7K 955 D
2025-03-01 Davis Amy Rochelle Officer A-Award A Common 2,310 0.00 27,802 D
2025-03-01 Bush Jennifer Mary Officer F-InKind D Common 1,737 368.18 639.5K 15,650 D
2025-03-01 Boakye Marvin Officer A-Award A Common 6,915 0.00 10,365 D
2025-03-01 Barner Sharon R Officer A-Award A Common 6,915 0.00 27,718 D
2025-02-19 Padmanabhan Srikanth Officer F-InKind D Common 1,989 386.07 767.9K 40,685 D
2025-02-19 Fetch Bonnie J Officer A-Award A Common 2,911 0.00 7,598 D
2025-02-19 Davis Amy Rochelle Officer F-InKind D Common 1,529 386.07 590.3K 20,887 D
2025-02-19 Bush Jennifer Mary Officer A-Award A Common 2,911 0.00 14,620 D
2025-02-13 Smith Mark Andrew Officer G-Gift D Common 401 0.00 25,721 D
2025-02-10 Smith Mark Andrew Officer S-Sale D Common 4,922 373.64 1.84M 26,122 D
2025-01-27 RUMSEY JENNIFER Director / Officer S-Sale D Common 1 348.84 187.68 1,481 I
2025-01-01 Enright Robert Officer Common 0 0.00 311 D
2024-12-19 Padmanabhan Srikanth Officer A-Award A Common 5,370 0.00 42,674 D
2024-12-19 Davis Amy Rochelle Officer A-Award A Common 4,296 0.00 19,505 D
2024-12-19 Bush Jennifer Mary Officer A-Award A Common 4,296 0.00 11,709 D
2024-11-30 Wiltrout Jeffrey T Officer A-Award A Common 1,151 0.00 2,413 D
2024-11-30 Stoner Nathan R Officer A-Award A Common 2,685 0.00 5,825 D
2024-11-30 Smith Mark Andrew Officer A-Award A Common 3,942 0.00 26,122 D
2024-11-30 RUMSEY JENNIFER Director / Officer A-Award A Common 10,228 0.00 23,154 D
2024-11-30 Padmanabhan Srikanth Officer A-Award A Common 4,193 0.00 37,304 D
2024-11-30 Newsome Earl Officer A-Award A Common 811 0.00 3,240 D
2024-11-30 Merritt Brett Michael Officer A-Award A Common 2,259 0.00 6,377 D
2024-11-30 Lamb-Hale Nicole Officer A-Award A Common 3,324 0.00 7,778 D
2024-11-30 Fetch Bonnie J Officer A-Award A Common 1,960 0.00 4,687 D
2024-11-30 Davis Amy Rochelle Officer A-Award A Common 3,708 0.00 15,209 D
2024-11-30 Bush Jennifer Mary Officer A-Award A Common 2,216 0.00 7,413 D
2024-11-30 Boakye Marvin Officer A-Award A Common 1,705 0.00 3,450 D
2024-11-21 Barner Sharon R Officer M-Exempt D Stock Option (Right-to-Buy) 2,163 163.43 353.5K 0 D
2024-11-18 Padmanabhan Srikanth Officer M-Exempt D Stock Option (Right-to-Buy) 9,560 160.10 1.53M 0 D
2024-11-13 Barner Sharon R Officer M-Exempt D Stock Option (Right-to-Buy) 2,163 163.43 353.5K 2,163 D
2024-11-12 JACKSON DONALD G Officer S-Sale D Common 500 357.67 178.8K 8,601 D
2024-11-12 Di Leo Allen Bruno V Director S-Sale D Common 0 356.64 39.23 4,478 D
2024-11-11 Di Leo Allen Bruno V Director S-Sale D Common 4,945 358.55 1.77M 4,478 D
2024-11-11 Barner Sharon R Officer S-Sale D Common 1,200 358.76 430.5K 20,803 D
2024-11-08 Barner Sharon R Officer M-Exempt D Stock Option (Right-to-Buy) 162 163.43 26.5K 6,327 D
2024-10-03 Ram Ashwath Officer F-InKind D Common 5 327.35 1.6K 710 D
2024-09-10 Ram Ashwath Officer I-Discretionary A Common 77 295.22 22.8K 155
2024-08-23 Satterthwaite Tony Officer M-Exempt D Stock Option (Right-to-Buy) 24,250 109.09 2.65M 0
2024-08-21 Barner Sharon R Officer S-Sale D Common 6,489 304.77 1.98M 20,873
2024-08-16 Padmanabhan Srikanth Officer M-Exempt A Common 12,510 149.72 1.87M 39,112
2024-08-15 Barner Sharon R Officer M-Exempt D Stock Option (Right-to-Buy) 2,780 160.10 445.1K 0
2024-05-30 Padmanabhan Srikanth Officer G-Gift D Common 900 0.00 26,602
2024-05-24 Wiltrout Jeffrey T Officer P-Purchase A Common 282 285.11 80.4K 1,262
2024-05-23 Davis Amy Rochelle Officer M-Exempt D Stock Option (Right-to-Buy) 1,265 109.09 138.0K 0
2024-05-22 Wiltrout Jeffrey T Officer M-Exempt A Common 260 160.10 41.6K 1,758
2024-05-21 Fetch Bonnie J Officer M-Exempt A Common 1,300 134.68 175.1K 4,436
2024-05-20 Bush Jennifer Mary Officer M-Exempt A Common 1,610 160.10 257.8K 7,284
2024-05-20 Boakye Marvin Officer P-Purchase A Common 1,745 286.04 499.1K 1,745
2024-05-17 RUMSEY JENNIFER Director / Officer M-Exempt A Common 350 154.35 54.0K 20,646
2024-05-17 Merritt Brett Michael Officer M-Exempt D Stock Option (Right-to-Buy) 1,300 160.10 208.1K 0
2024-05-15 Stoner Nathan R Officer F-InKind D Common 631 0.00 4,240
2024-05-14 Stone John H Director A-Award A Common 604 0.00 846
2024-05-14 Quintos Karen H Director A-Award A Common 604 0.00 3,152
2024-05-14 Nelson Kimberly A Director A-Award A Common 604 0.00 3,713
2024-05-14 MILLER WILLIAM I Director A-Award A Common 604 0.00 52,313
2024-05-14 LYNCH THOMAS J Director A-Award A Common 604 0.00 11,025
2024-05-14 Harris Carla A Director A-Award A Common 604 0.00 2,840
2024-05-14 Fisher Daniel William Director A-Award A Common 604 0.00 1,674
2024-05-14 Di Leo Allen Bruno V Director A-Award A Common 604 0.00 9,423
2024-05-14 Bernhard Robert J Director A-Award A Common 604 0.00 18,434
2024-05-14 Belske Gary L Director A-Award A Common 604 0.00 2,240
2024-05-10 Barner Sharon R Officer M-Exempt A Common 2,390 160.10 382.6K 23,263
2024-05-07 Barner Sharon R Officer M-Exempt D Stock Option (Right-to-Buy) 1,490 142.12 211.8K 0
2024-03-18 Satterthwaite Tony Officer J-Other D Common 334 0.00 77,442
2024-03-18 Quintos Karen H Director J-Other D Common 77 0.00 2,758
2024-03-18 MILLER WILLIAM I Director J-Other D Common 350 0.00 51,424
2024-03-01 Wood Jonathan David Officer F-InKind D Common 550 270.26 148.6K 2,576
2024-03-01 Wiltrout Jeffrey T Officer F-InKind D Common 226 270.26 61.1K 598
2024-03-01 Stoner Nathan R Officer F-InKind D Common 1,321 270.26 357.0K 2,058
2024-03-01 Smith Mark Andrew Officer F-InKind D Common 4,085 270.26 1.10M 22,180
2024-03-01 Satterthwaite Tony Officer A-Award A Common 10,785 0.00 84,526
2024-03-01 Ram Ashwath Officer F-InKind D Common 119 270.26 32.2K 216
2024-03-01 RUMSEY JENNIFER Director / Officer F-InKind D Common 4,277 270.26 1.16M 9,206
2024-03-01 Peters Luther E Officer A-Award A Common 1,170 0.00 6,899
2024-03-01 Padmanabhan Srikanth Officer A-Award A Common 7,035 0.00 30,708
2024-03-01 Newsome Earl Officer A-Award A Common 3,526 0.00 3,526
2024-03-01 Merritt Brett Michael Officer A-Award A Common 1,290 0.00 3,074
2024-03-01 Lamb-Hale Nicole Officer A-Award A Common 7,035 0.00 7,035
2024-03-01 JACKSON DONALD G Officer F-InKind D Common 470 270.26 127.0K 4,115
2024-03-01 Fetch Bonnie J Officer F-InKind D Common 185 270.26 50.0K 1,286
2024-03-01 Davis Amy Rochelle Officer F-InKind D Common 775 270.26 209.5K 8,845
2024-03-01 Bush Jennifer Mary Officer F-InKind D Common 426 270.26 115.1K 3,964
2024-03-01 Barner Sharon R Officer A-Award A Common 7,035 0.00 23,934
2024-03-01 Aaholm Sherry A Officer A-Award A Common 2,580 0.00 10,463
2024-02-28 Quintos Karen H Director S-Sale D Common 1,000 270.24 270.2K 2,835
2024-02-28 Barner Sharon R Officer M-Exempt D Stock Option (Right-to-Buy) 2,100 142.12 298.5K 1,490
2024-02-27 Fisher Daniel William Director P-Purchase A Common 562 266.57 149.8K 1,068
2024-02-22 JACKSON DONALD G Officer S-Sale D Common 4,280 261.61 1.12M 3,175
2024-02-21 Satterthwaite Tony Officer M-Exempt A Common 10,860 160.10 1.74M 111,191
2024-02-21 DOBBS STEPHEN B Director G-Gift D Common 3,933 0.00 5,097
2024-02-16 Smith Mark Andrew Officer M-Exempt A Common 1,790 136.82 244.9K 20,273
2024-02-16 RUMSEY JENNIFER Director / Officer M-Exempt A Common 1,070 149.34 159.8K 3,437
2024-02-16 Peters Luther E Officer M-Exempt D Stock Option (Right-to-Buy) 2,235 136.82 305.8K 0
2024-02-16 Barner Sharon R Officer S-Sale D Common 1,400 269.05 376.7K 17,874
2024-02-16 Aaholm Sherry A Officer M-Exempt A Common 2,490 149.34 371.9K 10,373
2024-02-15 Wood Jonathan David Officer M-Exempt D Stock Option (Right-to-Buy) 2,665 142.12 378.7K 0
2024-02-15 Barner Sharon R Officer G-Gift D Common 975 0.00 27,899
2024-02-12 Stone John H Director 0 0.00 0
2024-01-01 Ram Ashwath Officer D Common 0 0.00 5
2024-01-01 Merritt Brett Michael Officer I Common 0 0.00 142
2023-12-01 Satterthwaite Tony Officer A-Award A Common 4,408 0.00 73,741
2023-11-22 RUMSEY JENNIFER Director / Officer S-Sale D Common 2 164.60 355.65 1,440
2023-10-09 Fisher Daniel William Director 0 0.00 0
2023-10-01 Gaidoo John O Officer Stock Option (Right-to-Buy) 860 207.04 178.1K 0 D
2023-10-01 Brockhaus John D Officer D Stock Option (Right-to-Buy) 860 207.04 178.1K 0
2023-08-01 Embree Tracy A Officer F-InKind D Common 293 264.99 77.6K 19,942
2023-05-09 Quintos Karen H Director A-Award A Common 757 0.00 5,289
2023-05-09 Nelson Kimberly A Director A-Award A Common 757 0.00 3,029
2023-05-09 NELSON GEORGIA R Director A-Award A Common 757 0.00 22,635
2023-05-09 MILLER WILLIAM I Director A-Award A Common 757 0.00 51,078
2023-05-09 LYNCH THOMAS J Director A-Award A Common 757 0.00 10,421
2023-05-09 Harris Carla A Director A-Award A Common 757 0.00 2,214
2023-05-09 Di Leo Allen Bruno V Director A-Award A Common 757 0.00 8,188
2023-05-09 DOBBS STEPHEN B Director A-Award A Common 757 0.00 12,963
2023-05-09 Bernhard Robert J Director A-Award A Common 757 0.00 18,855
2023-05-09 Belske Gary L Director A-Award A Common 757 0.00 1,590
2023-04-06 Wood Jonathan David Officer D Stock Option (Right-to-Buy) 2,665 142.12 378.7K 0
2023-04-06 Wiltrout Jeffrey T Officer D Stock Option (Right-to-Buy) 530 142.12 75.3K 0
2023-04-06 Peters Luther E Officer D Stock Option (Right-to-Buy) 2,665 142.12 378.7K 0
2023-04-06 Narang Mahesh Officer D Stock Option (Right-to-Buy) 2,665 142.12 378.7K 0
2023-04-06 Merritt Brett Michael Officer D Stock Option (Right-to-Buy) 2,400 142.12 341.1K 0
2023-04-06 Gaidoo John O Officer Stock Option (Right-to-Buy) 750 142.12 106.6K 0 D
2023-04-06 Fetch Bonnie J Officer D Stock Option (Right-to-Buy) 1,600 142.12 227.4K 0

Executive team

Top executives
EBIT / Employee
61.7K
Shares Outstanding
138.17M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 J. W. Rumsey, Chair and Chief Executive Officer 1.53M 6.43M 6.98M 4.97M 19.91M 32.30%
2 2025 M. A. Smith, Vice President and Chief Financial Officer 896.5K 2.24M 2.29M 2.19M 7.61M 29.40%
3 2025 A.R. Davis, Vice President and President – Accelera and Components 741.5K 2.72M 667.4K 2.30M 6.42M 42.26%
4 2025 J. M. Bush Vice President and President – Power Systems 679.3K 2.55M 1.19M 1.34M 5.75M 44.33%
5 2025 B. J. Fetch Executive Vice President and President – Operations 642.3K 2.49M 844.1K 532.7K 4.51M 55.26%
6 2024 J. W. Rumsey, Chair and Chief Executive Officer 1.50M 10.61M 7.84M 1.91M 21.86M 48.53%
7 2024 M. A. Smith, Vice President and Chief Financial Officer 862.8K 4.16M 2.48M 1.53M 9.04M 46.06%
8 2024 S. Padmanabhan Executive Vice President and President – Operations 820.0K 4.83M 2.07M 633.8K 8.36M 57.85%
9 2024 A.R. Davis, Vice President and President – Accelera and Components 725.0K 4.21M 1.69M 1.34M 7.97M 52.84%
10 2024 J. M. Bush Vice President and President – Power Systems 650.0K 3.41M 1.44M 731.2K 6.24M 54.69%
11 2023 J. W. Rumsey, Chair and Chief Executive Officer 1.50M 6.19M 3.27M 1.89M 12.85M 48.16%
12 2023 M. A. Smith, Vice President and Chief Financial Officer 805.0K 1.95M 2.27M 1.58M 6.61M 29.56%
13 2023 L.L. Satterthwaite, Senior Vice President 740.0K 1.50M 2.23M 293.7K 4.76M 31.46%
14 2023 N. T. Linebarger, Executive Chairman 670.8K 3.49M 84.4K 4.24M 0.00%
15 2023 S. R. Barner Vice President and Chief Administrative Officer 715.0K 1.04M 1.89M 456.2K 4.10M 25.40%
16 2023 M. Boakye, Chief Human Resources Officer 625.0K 500.0K 975.8K 1.60M 74.9K 3.78M 25.85%
17 2022 N. T. Linebarger, Executive Chairman 1.40M 5.02M 4.85M 247.9K 11.52M 43.61%
18 2022 J. W. Rumsey, President and Chief Executive Officer 1.06M 4.48M 1.53M 59.1K 7.13M 62.78%
19 2022 J. W. Rumsey, Chair and Chief Executive Officer 1.06M 4.48M 1.53M 59.1K 7.13M 62.78%
20 2022 L. Satterthwaite, Senior Vice President 740.0K 1.28M 1.34M 41.7K 3.41M 37.72%
21 2022 L.L. Satterthwaite, Senior Vice President 740.0K 1.28M 1.34M 41.7K 3.41M 37.72%
22 2022 S. R. Barner Vice President – Chief Administration Officer and Corporate Secretary 695.0K 750.0K 837.8K 1.04M 33.0K 3.35M 24.97%
23 2022 S. R. Barner Vice President and Chief Administrative Officer 695.0K 750.0K 837.8K 1.04M 33.0K 3.35M 24.97%
24 2022 M. A. Smith, Vice President and Chief Financial Officer 735.0K 1.26M 1.25M 29.8K 3.27M 38.38%
25 2022 T. A. Embree Vice President and President – Distribution 670.0K 1.28M 882.9K 26.9K 2.86M 44.80%
26 2021 N. T. Linebarger, Executive Chairman 1.58M 6.88M 6.23M 966.6K 15.65M 43.97%
27 2021 N. T. Linebarger, Chairman and Chief Executive Officer 1.58M 6.88M 6.23M 966.6K 15.65M 43.97%
28 2021 L.L. Satterthwaite, Senior Vice President 740.0K 5.23M 1.65M 293.4K 7.92M 66.10%
29 2021 L. Satterthwaite, Senior Vice President 740.0K 5.23M 1.65M 293.4K 7.92M 66.10%
30 2021 L.L. Satterthwaite, Vice Chairman 740.0K 5.23M 1.65M 293.4K 7.92M 66.10%
31 2021 S. Padmanabhan Vice President and President – Engine Business 647.0K 2.31M 1.16M 972.8K 5.09M 45.31%
32 2021 M. A. Smith, Vice President and Chief Financial Officer 710.0K 1.53M 1.52M 1.27M 5.03M 30.43%
33 2021 J. W. Rumsey, President and Chief Executive Officer 716.7K 1.76M 1.28M 453.7K 4.21M 41.78%
34 2021 J. W. Rumsey, Chair and Chief Executive Officer 716.7K 1.76M 1.28M 453.7K 4.21M 41.78%
35 2021 J. W. Rumsey, President and Chief Operating Officer 716.7K 1.76M 1.28M 453.7K 4.21M 41.78%
36 2020 N. T. Linebarger, Executive Chairman 1.21M 2.57M 2.43M 5.25M 5.83M 17.29M 28.91%
37 2020 N. T. Linebarger, Chairman and Chief Executive Officer 1.21M 2.57M 2.43M 5.25M 5.83M 17.29M 28.91%
38 2020 L. Satterthwaite, Senior Vice President 655.2K 655.7K 621.2K 1.11M 1.57M 4.61M 27.71%
39 2020 L.L. Satterthwaite, Vice Chairman 655.2K 655.7K 621.2K 1.11M 1.57M 4.61M 27.71%
40 2020 L. Satterthwaite, President and Chief Operating Officer 655.2K 655.7K 621.2K 1.11M 1.57M 4.61M 27.71%
41 2020 S. Padmanabhan Vice President and President – Engine Business 540.1K 428.3K 405.3K 925.5K 2.12M 4.42M 18.84%
42 2020 M. A. Smith, Vice President and Chief Financial Officer 628.6K 570.3K 540.1K 816.6K 1.44M 4.00M 27.76%
43 2020 M. Rose, Vice President and Chief Administrative Officer 610.9K 428.3K 405.3K 1.00M 1.38M 3.82M 21.81%
44 2019 N. T. Linebarger, Chairman and Chief Executive Officer 1.54M 3.23M 3.07M 7.79M 9.48M 25.12M 25.08%
45 2019 R. J. Freeland, Former President and Chief Operating Officer 763.3K 1.21M 1.15M 2.59M 3.32M 9.04M 26.15%
46 2019 L.L. Satterthwaite, Vice Chairman 634.5K 817.9K 745.5K 1.52M 2.05M 5.77M 27.10%
47 2019 L. Satterthwaite, President and Chief Operating Officer 634.5K 817.9K 745.5K 1.52M 2.05M 5.77M 27.10%
48 2019 M. Rose, Vice President and Chief Administrative Officer 678.0K 504.7K 480.4K 1.43M 2.35M 5.44M 18.09%
49 2019 T.A. Embree, Vice President and President – Distribution Business 645.0K 506.9K 475.8K 1.40M 1.86M 4.88M 20.12%
50 2019 M. A. Smith, Vice President and Chief Financial Officer 658.3K 705.6K 672.3K 801.3K 1.53M 4.37M 31.53%
51 2019 P. J. Ward, Former Vice President and Chief Financial Officer 190.5K 1.38M 2.42M 3.99M 0.00%
52 2018 N. T. Linebarger , Chairman and Chief Executive Officer 1.44M 2.38M 2.13M 6.57M 4.76M 17.29M 26.08%
53 2018 N. T. Linebarger, Chairman and Chief Executive Officer 1.44M 2.38M 2.13M 6.57M 4.76M 17.29M 26.08%
54 2018 R. J. Freeland, Former President and Chief Operating Officer 874.0K 1.01M 898.3K 2.39M 1.45M 6.62M 28.78%
55 2018 R. J. Freeland , President and Chief Operating Officer 874.0K 1.01M 898.3K 2.39M 1.45M 6.62M 28.78%
56 2018 P. J. Ward, Former Vice President and Chief Financial Officer 744.0K 671.6K 598.9K 1.92M 476.5K 4.41M 28.80%
57 2018 P. J. Ward , Vice President and Chief Financial Officer 744.0K 671.6K 598.9K 1.92M 476.5K 4.41M 28.80%
58 2018 M. Rose , Vice President and Chief Administrative Officer 650.0K 419.4K 374.2K 1.29M 631.9K 3.37M 23.56%
59 2018 M. Rose, Vice President and Chief Administrative Officer 650.0K 419.4K 374.2K 1.29M 631.9K 3.37M 23.56%
60 2018 L. Satterthwaite, President and Chief Operating Officer 584.5K 419.4K 374.2K 1.31M 310.0K 3.00M 26.47%
61 2018 L. Satterthwaite , Vice President and President —Distribution Business 584.5K 419.4K 374.2K 1.31M 310.0K 3.00M 26.47%
62 2017 N. T. Linebarger , Chairman and Chief Executive Officer 1.38M 2.81M 3.15M 5.66M 3.40M 16.39M 36.32%
63 2017 N. T. Linebarger, Chairman and Chief Executive Officer 1.38M 2.81M 3.15M 5.66M 3.40M 16.39M 36.32%
64 2017 R. J. Freeland , President and Chief Operating Officer 848.0K 1.03M 1.16M 2.33M 544.7K 5.91M 37.04%
65 2017 R. J. Freeland, Former President and Chief Operating Officer 848.0K 1.03M 1.16M 2.33M 544.7K 5.91M 37.04%
66 2017 P. J. Ward, Former Vice President and Chief Financial Officer 726.0K 824.6K 925.3K 1.73M 1.19M 5.39M 32.44%
67 2017 P. J. Ward , Vice President and Chief Financial Officer 726.0K 824.6K 925.3K 1.73M 1.19M 5.39M 32.44%
68 2017 M. Rose, Vice President and Chief Administrative Officer 634.0K 475.2K 532.0K 1.34M 1.12M 4.11M 24.52%
69 2017 M. Rose , Vice President and Chief Administrative Officer 634.0K 475.2K 532.0K 1.34M 1.12M 4.11M 24.52%
70 2017 L. Satterthwaite , Vice President and President —Distribution Business 570.0K 515.2K 578.2K 1.27M 592.1K 3.53M 31.01%
71 2017 L. Satterthwaite, President and Chief Operating Officer 570.0K 515.2K 578.2K 1.27M 592.1K 3.53M 31.01%
72 2016 N. T. Linebarger, Chairman and Chief Executive Officer 1.38M 2.28M 3.33M 3.11M 3.33M 13.42M 41.81%
73 2016 N. T. Linebarger , Chairman and Chief Executive Officer 1.38M 2.28M 3.33M 3.11M 3.33M 13.42M 41.81%
74 2016 R. J. Freeland, President and Chief Operating Officer 848.0K 837.5K 1.23M 1.14M 594.3K 4.64M 44.43%
75 2016 R. J. Freeland , President and Chief Operating Officer 848.0K 837.5K 1.23M 1.14M 594.3K 4.64M 44.43%
76 2016 P. J. Ward, Vice President and Chief Financial Officer 726.0K 669.6K 980.5K 883.5K 1.19M 4.45M 37.12%
77 2016 P. J. Ward , Vice President and Chief Financial Officer 726.0K 669.6K 980.5K 883.5K 970.3K 4.23M 39.01%
78 2016 M. Rose, Vice President and Chief Administrative Officer 634.0K 384.9K 563.6K 684.7K 967.0K 3.23M 29.33%
79 2016 M. Rose , Vice President and Chief Administrative Officer 634.0K 384.9K 563.6K 684.7K 967.0K 3.23M 29.33%
80 2016 L. Satterthwaite, Vice President and President—Distribution Business 570.0K 418.3K 612.7K 677.6K 485.0K 2.76M 37.30%
81 2016 L. Satterthwaite , Vice President and President —Distribution Business 570.0K 418.3K 612.7K 677.6K 485.0K 2.76M 37.30%
82 2015 N. T. Linebarger , Chairman and Chief Executive Officer 1.34M 2.34M 2.17M 3.07M 3.36M 12.28M 36.75%
83 2015 N. T. Linebarger, Chairman and Chief Executive Officer 1.34M 2.34M 2.17M 3.07M 3.36M 12.28M 36.75%
84 2015 R. J. Freeland, President and Chief Operating Officer 824.0K 859.3K 799.4K 1.04M 801.1K 4.33M 38.34%
85 2015 R. J. Freeland , President and Chief Operating Officer 824.0K 859.3K 799.4K 1.04M 801.1K 4.33M 38.34%
86 2015 P. J. Ward, Vice President and Chief Financial Officer 705.5K 593.0K 551.8K 871.3K 1.19M 3.91M 29.29%
87 2015 P. J. Ward , Vice President and Chief Financial Officer 705.5K 593.0K 551.8K 871.3K 772.3K 3.49M 32.77%
88 2015 M. Rose , Vice President and Chief Administrative Officer 619.0K 394.9K 367.8K 676.3K 779.4K 2.84M 26.88%
89 2015 M. Rose, Vice President and Chief Administrative Officer 619.0K 394.9K 367.8K 676.3K 779.4K 2.84M 26.88%
90 2015 L. Satterthwaite, Vice President and President, Distribution Business 565.0K 429.7K 399.7K 674.8K 709.3K 2.78M 29.85%
91 2015 L. Satterthwaite, Vice President and President—Distribution Business 565.0K 429.7K 399.7K 674.8K 709.3K 2.78M 29.85%
92 2015 L. Satterthwaite , Vice President and President —Distribution Business 565.0K 429.7K 399.7K 674.8K 709.3K 2.78M 29.85%
93 2014 N. T. Linebarger, Chairman and Chief Executive Officer 1.25M 2.64M 2.23M 3.32M 5.35M 14.78M 32.94%
94 2014 N. T. Linebarger, Chairman and Chief Executive Officer 1.25M 2.64M 2.23M 3.32M 78.1K 14.78M 32.94%
95 2014 P. J. Ward, Vice President and Chief Financial Officer 680.0K 659.5K 558.3K 1.07M 24.8K 5.37M 22.68%
96 2014 P. J. Ward, Vice President and Chief Financial Officer 680.0K 659.5K 558.3K 1.07M 2.41M 5.37M 22.68%
97 2014 R. J. Freeland, President and Chief Operating Officer 730.2K 842.0K 700.1K 1.17M 42.7K 5.06M 30.47%
98 2014 R. J. Freeland, President and Chief Operating Officer 730.2K 842.0K 700.1K 1.17M 1.62M 5.06M 30.47%
99 2014 A. Talaulicar, Vice President and President—Components Business 537.5K 502.1K 425.5K 831.2K 170.1K 4.48M 20.70%
100 2014 L. Satterthwaite, Vice President and President, Distribution Business 550.0K 523.4K 443.4K 666.4K 1.49M 3.67M 26.35%
101 2014 L. Satterthwaite, Vice President and President—Distribution Business 550.0K 523.4K 443.4K 666.4K 1.49M 3.67M 26.35%
102 2014 P. Carter, Vice President and President—Distribution Business 563.5K 523.4K 443.4K 760.3K 92.9K 2.99M 32.34%
103 2013 N. T. Linebarger, Chairman and Chief Executive Officer 1.20M 2.69M 2.88M 2.52M 71.5K 9.39M 59.35%
104 2013 N. T. Linebarger, Chairman and Chief Executive Officer 1.20M 2.69M 2.88M 2.52M 93.4K 9.39M 59.35%
105 2013 R. J. Freeland, President and Chief Operating Officer 670.0K 737.9K 788.4K 1.25M 25.0K 3.51M 43.53%
106 2013 R. J. Freeland, Vice President and President—Engine Business 670.0K 737.9K 788.4K 1.25M 25.0K 3.51M 43.53%
107 2013 R. J. Freeland, President and Chief Operating Officer 670.0K 737.9K 788.4K 1.25M 59.4K 3.51M 43.53%
108 2013 P. J. Ward, Vice President and Chief Financial Officer 675.0K 674.0K 719.8K 1.23M 182.1K 3.48M 40.08%
109 2013 P. J. Ward, Vice President and Chief Financial Officer 675.0K 674.0K 719.8K 1.23M 24.0K 3.48M 40.08%
110 2013 A. Talaulicar, Vice President and President—Components Business 525.0K 513.2K 548.7K 1.02M 87.7K 2.72M 39.05%
111 2013 L. L. Satterthwaite, Vice President and President—Power Generation 550.0K 534.5K 571.3K 988.0K 34.6K 2.68M 41.23%
112 2013 L. Satterthwaite, Vice President and President, Distribution Business 550.0K 534.5K 571.3K 988.0K 38.2K 2.68M 41.23%
113 2012 T. Linebarger, Chairman and Chief Executive Officer 1.16M 2.43M 2.05M 3.00M 77.8K 13.16M 34.08%
114 2012 N. T. Linebarger, Chairman and Chief Executive Officer 1.16M 2.43M 2.05M 3.00M 77.8K 12.95M 34.63%
115 2012 P. J. Ward, Vice President and Chief Financial Officer 650.0K 715.1K 603.4K 1.68M 28.2K 5.92M 22.28%
116 2012 R. J. Freeland, Vice President and President—Engine Business 647.5K 715.1K 603.4K 1.70M 28.9K 5.51M 23.92%
117 2012 L. L. Satterthwaite, Vice President and President—Power Generation 537.5K 596.1K 502.8K 1.58M 17.6K 4.82M 22.81%
118 2012 L. L. Satterthwaite, Vice President and President—Power Generation 537.5K 596.1K 502.8K 1.58M 17.6K 4.82M 22.81%
119 2012 A.Talaulicar, Vice President and 512.5K 477.1K 402.1K 1.33M 265.5K 4.81M 18.28%
120 2012 A. Talaulicar, Vice President and President—Components Business 512.5K 477.1K 402.1K 1.33M 265.5K 4.76M 18.48%
121 2011 T. M. Solso, Former Chairman and CEO 1.36M 2.37M 2.01M 8.88M 158.9K 17.94M 24.41%
122 2011 T. Linebarger, Chairman and Chief Executive Officer 850.0K 818.2K 691.8K 3.35M 26.5K 8.31M 18.18%
123 2011 T. Linebarger, President and Chief Operating Officer 850.0K 818.2K 691.8K 3.35M 26.5K 8.31M 18.18%
124 2011 N. T. Linebarger, Chairman and Chief Executive Officer 850.0K 818.2K 3.35M 26.5K 8.11M 10.09%
125 2011 R. J. Freeland, Vice President and President—Engine Business 592.5K 511.9K 1.99M 24.8K 4.85M 10.55%
126 2011 P. J. Ward, Vice President and Chief Financial Officer 562.5K 511.9K 1.94M 26.3K 4.73M 10.82%
127 2011 P. Carter, Vice President and President—Distribution Business 515.0K 409.1K 345.9K 1.44M 53.4K 3.77M 20.04%
128 2010 T. M. Solso, Former Chairman and CEO 1.29M 1.62M 1.38M 6.40M 112.2K 11.42M 26.26%
129 2010 T. M. Solso, Chairman and CEO 1.29M 1.62M 1.38M 4.09M 112.2K 9.11M 32.92%
130 2010 T. Linebarger, President and Chief Operating Officer 787.5K 484.8K 415.2K 2.38M 27.9K 4.72M 19.06%
131 2010 T. Linebarger, Chairman and Chief Executive Officer 787.5K 484.8K 2.38M 27.9K 4.72M 10.27%
132 2010 T. Linebarger, President and 787.5K 484.8K 415.2K 1.68M 27.9K 4.03M 22.34%
133 2010 R. J. Freeland, Vice President and President—Engine Business 551.7K 323.2K 1.24M 20.9K 2.61M 12.39%
134 2010 P. J. Ward, Vice President and Chief Financial Officer 450.0K 323.2K 1.06M 15.5K 2.54M 12.71%
135 2010 R. J. Freeland, Vice President and President—Engine Business 551.7K 323.2K 276.6K 862.7K 20.9K 2.23M 26.93%
136 2010 P. J. Ward, Vice President and 450.0K 323.2K 276.6K 673.2K 15.5K 2.15M 27.88%
137 2010 P. Carter, Vice President and President—Distribution Business 485.0K 202.0K 173.1K 951.3K 84.3K 2.09M 17.95%
138 2010 P. Carter, Vice President and President—Distribution Business 485.0K 202.0K 173.1K 663.3K 84.3K 1.80M 20.82%
139 2009 T. M. Solso, Chairman and CEO 1.14M 610.4K 642.6K 4.45M 96.2K 8.43M 14.86%
140 2009 T. M. Solso, Former Chairman and CEO 1.14M 610.4K 1.99M 96.2K 5.97M 10.23%
141 2009 T. Linebarger, President and 678.1K 183.2K 192.8K 1.24M 21.2K 4.45M 8.46%
142 2009 T. Linebarger, President and Chief Operating Officer 678.1K 183.2K 714.6K 21.2K 3.92M 4.67%
143 2009 J. D. Kelly, Vice President and President— Engine Business 524.4K 122.2K 128.5K 1.10M 20.9K 2.49M 10.05%
144 2009 R. J. Freeland, Vice President and President—Engine Business 461.1K 100.7K 106.0K 854.6K 19.9K 2.49M 8.29%
145 2009 R. J. Freeland, Vice President and President—Engine Business 461.1K 100.7K 410.7K 19.9K 2.05M 4.91%
146 2009 P. J. Ward, Vice President and 361.7K 91.6K 96.4K 329.2K 19.8K 1.37M 13.75%
147 2009 P. J. Ward, Vice President and Chief Financial Officer 361.7K 91.6K 280.2K 19.8K 1.32M 6.95%
148 2008 T. M. Solso, Chairman and CEO 1.21M 3.43M 5.39M 168.9K 13.28M 25.82%
149 2008 F. J. Loughrey, Vice Chairman 887.5K 1.53M 2.42M 137.2K 7.20M 21.28%
150 2008 T. Linebarger, President and Chief 695.0K 1.39M 1.47M 22.1K 4.33M 32.15%
151 2008 J. D. Kelly, Vice President and President— Engine Business 560.0K 1.29M 1.23M 30.0K 4.10M 31.37%
152 2008 J. S. Blackwell, Executive Vice-President 355.7K 977.7K 1.52M 27.0K 3.51M 27.87%
153 2008 P. J. Ward, Vice President and Chief Financial Officer 351.7K 149.2K 289.5K 21.7K 1.14M 13.07%
154 2006 T. M. Solso, Chairman and CEO 1.02M 2.27M 5.52M 158.9K 13.58M 16.73%
155 2006 F. J. Loughrey, President and COO 750.0K 888.0K 2.23M 93.4K 6.56M 13.53%
156 2006 J. S. Blackwell, Executive Vice President and Chief Financial Officer 525.0K 631.2K 1.55M 91.3K 3.61M 17.49%
157 2006 J. D. Kelly, Vice President and President— Engine Business 475.0K 701.5K 1.09M 35.4K 3.58M 19.59%
158 2006 T. Linebarger, Executive Vice President and President—Power Generation 565.0K 810.9K 1.54M 21.0K 3.56M 22.81%
159 1997 William I. Miller Georgia R. Nelson Theodore M. Solso Carl Ware J. Lawrence Wilson 9.7K 0.00%
160 1997 William I. Miller William D. Ruckelshaus Theodore M. Solso Franklin A. Thomas** J. Lawrence Wilson 6.7K 0.00%
161 1991 William I. Miller William D. Ruckelshaus Theodore M. Solso Franklin A. Thomas** J. Lawrence Wilson 10.3K 0.00%
162 1989 Robert J. Darnall John M. Deutch Alexis M. Herman 11.6K 0.00%
163 1989 Robert J. Darnall John M. Deutch Alexis M. Herman F. Joseph Loughrey 11.3K 0.00%
164 1989 Robert J. Darnall John M. Deutch Walter Y. Elisha Alexis M. Herman 9.5K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-02 DEFA14A
2026-04-02 DEF 14A
2025-03-31 DEFA14A
2025-03-31 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-05 8-K
2026-05-05 10-Q
2026-04-29 SC 13G
2026-04-29 SC 13G
2026-04-02 DEFA14A
2026-04-02 DEF 14A
2026-04-02 ARS
2026-04-02 4
2026-03-26 SC 13G/A
2026-03-04 4

Executive team

NameTitleCompensationGender
Jennifer W. Rumsey Chief Executive Officer & Chairman of the Board 9M female
Mark A. Smith Chief Financial Officer & Vice President 3M male
Marvin Boakye Vice President & Chief Human Resources Officer 3M male
Jennifer Mary Bush Vice President & President of Power Systems Business 2M female
Bonnie Jean Fetch Executive Vice President & President of Operations 2M female
Amy Rochelle Davis Vice President & President of Accelera by Cummins and Components 1M female
Nicholas J. Arens Executive Director of Investor Relations and Business Analysis & Planning male
Nicole Y. Lamb-Hale Vice President, Chief Administrative Officer & Corporate Secretary
Benjamin G. Wright President of Distribution Business male
Brett Merritt Vice President & President of Engine Business male
John Gaidoo Vice President & Chief Legal Officer male
Jonathan Wood Vice President & Chief Technical Officer male
ESG Rating
B+
INDUSTRIAL - MACHINERY
2006
E (Environmental)
71.1 / 62.9
Company / Sector avg.
S (Social)
61.3 / 67.9
Company / Sector avg.
G (Governance)
67.3 / 67.6
Company / Sector avg.
ESG Total
66.5 / 66.1
Company / Sector avg.
ESG Score History INDUSTRIAL - MACHINERY
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity
Transaction Date Disclosed Senator State Owner Type Amount Link
2016-03-31 2016-05-02 Bill Cassidy LA Spouse Sale (Full) $15,001 - $50,000
2016-01-05 2016-01-12 Bill Cassidy LA Spouse Purchase $1,001 - $15,000
2014-10-20 2014-10-22 John Hoeven ND Self Purchase $100,001 - $250,000
House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2026-03-31 2026-05-01 Jared Moskowitz FL23 Sale $1,001 - $15,000
2026-02-05 2026-03-17 Josh Gottheimer NJ05 Joint Purchase $1,001 - $15,000
2026-02-04 2026-03-13 Julia Letlow Purchase $1,001 - $15,000
2025-06-24 2025-08-13 Lisa McClain MI09 Spouse Purchase $1,001 - $15,000
2025-05-05 2025-05-07 Marjorie Taylor Greene GA14 Purchase $1,001 - $15,000
2025-04-21 2025-05-13 Bruce Westerman AR04 Sale $1,001 - $15,000
2025-04-09 2025-04-11 Marjorie Taylor Greene GA14 Purchase $1,001 - $15,000
2025-03-03 2025-04-17 Bruce Westerman AR04 Purchase $1,001 - $15,000
2024-11-08 2024-12-09 Jared Moskowitz FL23 Purchase $1,001 - $15,000
2024-09-04 2024-09-06 John James MI10 Sale (Full) $1,001 - $15,000
2023-11-10 2024-09-02 John James MI10 Purchase $1,001 - $15,000
2023-09-27 2024-08-21 Jared Moskowitz FL23 Purchase $1,001 - $15,000
2023-03-03 2023-04-17 Carol Devine Miller WV01 Purchase $1,001 - $15,000
Market share among peers
Peer comparison — filtered group (TTM)
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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits