CMI dividend analysis

CMI dividend deep dive

CMI dividend ledger: $6.44/share, 1.80% yield, 78% earnings payout, 4.8% 5-year CAGR. The streak of consecutive dividend increases stands at 49 years.

CMI dividend safety: 72/100. The score combines the company's Quality pillar (83/100) with the strain on free cash flow implied by the 78% payout. Risk pillar reads 81/100 alongside.

CMI DRIP scenario at $358.00 entry: 5-year horizon ≈ 9.8%, 10-year ≈ 20.5%, 20-year ≈ 45.3% on the income leg alone. Capital return depends on the multiple at exit and is not part of this number.

Peer dividend set for CMI (yield 1.80%): KO (5.00%), PG (1.50%), PEP (2.90%). The peer-mean yield prints 3.13%, so CMI sits below the cohort by 1.33 percentage points.

Distribution schedule for CMI: ex 2026-03-01, payment 2026-03-15. On a quarterly cadence at $1.610 per share, the annualized total works out to $6.44 — the figure used in the trailing yield calculation.

CMI closes the loop with a 1.80% / 4.8% / 72/100 yield-growth-safety triplet. The forward question for the next 12 months is whether earnings growth keeps pace with distribution growth at the current 78% payout.