Moody Lynn Lieberson & Walker 13F: Exits Cummins (CMI) Stake

Moody Lynn Lieberson & Walker sold out its position in Cummins Inc. (NYSE: CMI), getting rid of all 4,846 shares it held. This exit was revealed in a Form 13F filing with the SEC filed on October 14, 2026. Because 13F filings look backward at the end of a previous quarter, this update shows past portfolio changes and might not reflect what the fund holds right now.

Inside Moody Lynn Lieberson & Walker's Cummins Trade

The fund's decision to part ways with Cummins wiped out its entire stake in the maker of power solutions. The fund previously held 4,846 shares before selling the entire lot, resulting in zero remaining shares and a 100.0% reduction in its position.

Other Institutional Activity in Cummins Inc.

Blackrock Inc. reduced its holdings by 332,587 shares, ending with 11,503,261 shares worth about $6,112,027,863. Vanguard Capital Management LLC grew its holdings by 34,110 shares, ending with 9,010,359 shares worth about $4,787,474,201. Vanguard Portfolio Management LLC increased its stake by 36,741 shares, ending with 7,534,991 shares worth about $4,003,566,896. State Street Corporation added 101,431 shares to finish with 6,908,874 shares valued at roughly $3,670,892,140. FMR, LLC raised its stake by 657,397 shares, closing the period with 6,085,944 shares worth approximately $3,233,644,729.

Cummins Inc. Stock Down 0.2%

Shares recently traded around $531.87 as of October 16, 2026. The stock sits below its 50-day and 200-day moving averages and trades well off its 52-week high of $737.76.

Recent Earnings

Cummins generated trailing-twelve-month revenue of $34,708,000,768.00 alongside earnings of $19.57 per share. The company posted a return on equity of 21.1% with a net profit margin of 7.8%. The next earnings update is scheduled for November 5, 2026.

Dividend

Cummins pays an annual dividend rate of $8.80 per share, yielding 1.65%. The payout ratio of 40.9% shows how much of its earnings the company returns to shareholders through dividends.

Insider Buying and Selling at Cummins Inc.

Company insiders executed several trades prior to the filing. Nathan R. Stoner sold 607 shares at $694.06 on May 11, 2026, for a total of $421,294.00. Jennifer Mary Bush sold 5,000 shares valued at $3,481,066.00 on May 12, 2026. Donald G. Jackson disposed of 730 shares worth $518,975.00 on May 14, 2026. Earl Newsome Jr. sold 698 shares at $572.22 for a total of $399,410.00 on August 24, 2026.

Analysts Set New Price Targets

Wall Street firms updated their views on the stock ahead of upcoming results. JP Morgan maintained a neutral rating with a $600.00 target on September 23, 2026. UBS kept a buy rating with a $741.00 target on September 30, 2026. Truist Securities held a buy rating with a $779.00 target on October 5, 2026. Wells Fargo kept an overweight rating with a $760.00 target on October 8, 2026. Citigroup maintained a buy rating with a $630.00 target on October 12, 2026. Overall, the stock holds a consensus buy rating with a mean price target of $721.14 across 19 analyst opinions.

About Cummins Inc.

Cummins designs and builds power solutions, engines, and related industrial components for customers across the globe. The company operates through segments focused on engines, distribution, components, power systems, and zero-emission technology. Institutional shifts like this one occur as large managers continuously balance their industrial sector holdings.

Bottom Line

Investors will look toward the company's next earnings report on November 5, 2026, for clues about future growth. Keep in mind that 13F filings are backward-looking documents reflecting past periods, so they do not guarantee current fund positioning.