Zacks Research Boosts Earnings Estimates for Caterpillar

Caterpillar Inc. (NYSE:CATFree Report) – Analysts at Zacks Research increased their Q2 2025 earnings per share (EPS) estimates for Caterpillar in a research note issued on Tuesday, January 21st. Zacks Research analyst M. Das now forecasts that the industrial products company will earn $5.19 per share for the quarter, up from their previous forecast of $5.14. The consensus estimate for Caterpillar’s current full-year earnings is $21.69 per share.

Caterpillar (NYSE:CATGet Free Report) last released its earnings results on Wednesday, October 30th. The industrial products company reported $5.17 earnings per share (EPS) for the quarter, missing the consensus estimate of $5.33 by ($0.16). The business had revenue of $16.11 billion during the quarter, compared to the consensus estimate of $16.37 billion. Caterpillar had a net margin of 16.26% and a return on equity of 59.09%. The business’s revenue was down 4.2% on a year-over-year basis. During the same period in the prior year, the company earned $5.52 earnings per share.

Other equities analysts have also issued reports about the company. Jefferies Financial Group upped their target price on Caterpillar from $455.00 to $475.00 and gave the company a “buy” rating in a report on Friday, December 6th. Morgan Stanley lowered Caterpillar from an “equal weight” rating to an “underweight” rating and reduced their price objective for the company from $349.00 to $332.00 in a report on Monday, October 14th. Bank of America increased their price objective on Caterpillar from $376.00 to $434.00 and gave the company a “buy” rating in a report on Monday, September 30th. UBS Group increased their price objective on Caterpillar from $285.00 to $295.00 and gave the company a “sell” rating in a report on Monday, November 4th. Finally, Truist Financial reduced their price objective on Caterpillar from $471.00 to $455.00 and set a “buy” rating for the company in a report on Thursday, January 16th. Three equities research analysts have rated the stock with a sell rating, eight have assigned a hold rating and seven have assigned a buy rating to the company. According to MarketBeat.com, the company presently has an average rating of “Hold” and an average price target of $380.60.

View Our Latest Analysis on Caterpillar

Caterpillar Stock Performance

CAT stock opened at $407.95 on Friday. The firm has a market cap of $196.96 billion, a PE ratio of 18.91, a P/E/G ratio of 1.97 and a beta of 1.13. The company has a quick ratio of 0.86, a current ratio of 1.40 and a debt-to-equity ratio of 1.33. The business has a 50 day moving average of $381.07 and a 200-day moving average of $369.19. Caterpillar has a 12-month low of $293.13 and a 12-month high of $418.50.

Institutional Inflows and Outflows

Several large investors have recently modified their holdings of the stock. Nordea Investment Management AB grew its stake in shares of Caterpillar by 1.6% in the fourth quarter. Nordea Investment Management AB now owns 635,750 shares of the industrial products company’s stock worth $231,686,000 after purchasing an additional 10,212 shares during the last quarter. Alpha Cubed Investments LLC grew its stake in shares of Caterpillar by 5.6% in the third quarter. Alpha Cubed Investments LLC now owns 116,566 shares of the industrial products company’s stock worth $45,591,000 after purchasing an additional 6,212 shares during the last quarter. Citizens Financial Group Inc. RI grew its stake in shares of Caterpillar by 43.0% in the third quarter. Citizens Financial Group Inc. RI now owns 13,902 shares of the industrial products company’s stock worth $5,437,000 after purchasing an additional 4,181 shares during the last quarter. Cadinha & Co. LLC bought a new stake in shares of Caterpillar in the fourth quarter worth about $11,084,000. Finally, First Affirmative Financial Network bought a new stake in shares of Caterpillar in the third quarter worth about $204,000. Hedge funds and other institutional investors own 70.98% of the company’s stock.

Insider Activity at Caterpillar

In other Caterpillar news, insider Lange Bob De sold 12,657 shares of the firm’s stock in a transaction dated Thursday, November 7th. The stock was sold at an average price of $410.25, for a total transaction of $5,192,534.25. Following the sale, the insider now owns 71,107 shares in the company, valued at $29,171,646.75. This trade represents a 15.11 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CAO William E. Schaupp sold 968 shares of the firm’s stock in a transaction dated Friday, November 1st. The shares were sold at an average price of $380.98, for a total value of $368,788.64. Following the sale, the chief accounting officer now owns 1,686 shares in the company, valued at $642,332.28. The trade was a 36.47 % decrease in their position. The disclosure for this sale can be found here. Over the last quarter, insiders sold 33,868 shares of company stock valued at $13,480,389. Company insiders own 0.29% of the company’s stock.

Caterpillar Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, February 20th. Investors of record on Tuesday, January 21st will be paid a dividend of $1.41 per share. This represents a $5.64 annualized dividend and a yield of 1.38%. The ex-dividend date of this dividend is Tuesday, January 21st. Caterpillar’s dividend payout ratio is 26.15%.

Caterpillar Company Profile

(Get Free Report)

Caterpillar Inc manufactures and sells construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives in worldwide. Its Construction Industries segment offers asphalt pavers, compactors, road reclaimers, forestry machines, cold planers, material handlers, track-type tractors, excavators, telehandlers, motor graders, and pipelayers; compact track, wheel, track-type, backhoe, and skid steer loaders; and related parts and tools.

See Also

Earnings History and Estimates for Caterpillar (NYSE:CAT)

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