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StocksUpdated•Originally published 24 April 2026•Updated 25 April 2026•

1 min read

Kerusso Capital Boosts Stakes in Cummins, Amgen, and EOG Resources Following Strong Earnings

Key Facts

1Kerusso Capital Management increased its stake in Cummins Inc. by 31.2%, bringing its total holding value to $3.58 million.

2The firm raised its investment in Amgen Inc. by 31.8% in Q4, with the position now valued at $4.34 million.

3EOG Resources reported strong Q1 earnings beating estimates, accompanied by a significant stake increase from Kerusso Capital.

Kerusso Capital Management LLC has significantly increased its equity positions in Cummins, Amgen, and EOG Resources following robust quarterly performances. The firm raised its stake in Cummins Inc. by 31.2% to $3.58 million, as CMI stock rallied 26% year-to-date with a forward P/E ratio of 24.9x. Investment in Amgen also rose by 31.8%, bringing the position's value to $4.34 million. These strategic moves are supported by new financial guidance projecting revenue growth of 3-8% and EBITDA margins between 17-18%. This institutional accumulation signals strong confidence in the entities' financial trajectories despite mixed analyst ratings and insider selling. The portfolio rebalancing highlights a bullish stance following consistent earnings beats and improved forward-looking metrics.

about 1 month ago

Version History

Version 1about 1 month ago

What changed: Added specific revenue growth guidance, EBITDA margin targets, CMI's YTD performance, and forward P/E metrics.