– Cummins shares rose 2.77% on $310M volume, driven by Hexagon Agility’s natural gas truck deal and analyst upgrades to $425–$431.

– Q2 earnings beat estimates, but annual revenue fell 1.7%, while institutional investors reduced holdings by 32.7%.

– A 10.9% dividend hike to $2.00/share and insider purchases signaled confidence amid market challenges and tariff concerns.