Titan Machinery (TITN)
Sells and supports agricultural and construction equipment across North America, Europe, and Australia.
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Runs full-service agricultural and construction equipment dealerships, with equipment sales backed by parts, service, rentals, precision-farming tools, and finance products. Operations span North America, Europe, and Australia and depend heavily on CNH brands and dealer-agreement consent.
Operates full-service agricultural and construction equipment dealerships built around equipment sales, parts, service, rentals, transportation, precision-farming tools, farm-data offerings, and CNH finance and insurance products. The network represents Case IH, New Holland Agriculture, Case Construction, New Holland Construction, and CNH Industrial Capital brands.
Geographic exposure is split across North America, Europe, and Australia, with agriculture the main business line and construction a smaller North American segment. Growth has come through dealership acquisitions and integration, including the O'Connors acquisition that created the Australia segment.
The operating model depends on product support, inventory discipline, and supplier relationships. CNH supplies most new equipment revenue, and CNH dealer agreements shape acquisitions and divestitures because new geographic areas, store purchases, and buyer approvals require CNH consent.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 31, 2026 | Robert W. Baird | Target | Target: $21 | Target: $29 |
| Dec 1, 2025 | Robert W. Baird | Target | Target: $24 | Target: $21 |
| Dec 1, 2025 | Baird | Downgrade | ||
| Apr 11, 2025 | Northland Capital Markets | Upgrade | ||
| Jan 27, 2025 | Baird | Upgrade |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jul 31, 2026Cash & short-term investments $29.5M · Total debt $884.4M · Total assets $1.63B · Shareholders' equity $557.8M
- Revenue
- $496.4M
- Operating income
- −$1.7M
- Net income
- −$9.2M
No dividends on record.
| Institutions | 91.03% | 21.21M shares | |
|---|---|---|---|
| 133 holders · as of Jun 30, 2026 | |||
| Insiders | 15.63% | 3.64M shares | |
| 11 holders · as of Jun 9, 2026 | |||
| Adds to | 106.66% | ||
23.30M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 106.66%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
David J. MeyerInsider | 12.78% | 2.98M | filed Feb 13, 2018 |
Mirae Asset Global Etfs Holdings Ltd.Institution | 10.50% | 2.45M | as of Jun 30, 2026 |
Global X Management CO LLCInstitution | 10.16% | 2.37M | filed Jun 5, 2026 |
BlackRock, Inc.Institution | 7.21% | 1.68M | as of Jun 30, 2026 |
Nantahala Capital Management, LLCInstitution | 4.86% | 1.13M | as of Jun 30, 2026 |
Insider tradesForm 4
No open-market trades in the last 12 months.
- Deere & Company
Agriculture and construction equipment rival through John Deere dealers
- AGCO
Agricultural equipment rival across tractors, parts, and precision ag
- Caterpillar
Construction equipment alternative through Caterpillar dealer channels
- Alta Equipment Group
Dealer-model peer in construction equipment, support, and rental
- United Rentals
Construction rental substitute with used-equipment resale
- Herc
Rental and fleet-sale alternative in construction equipment
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Titan Machinery | $24.32 | +0.62% | $563.2M | — | — | 0.2 | −9.2% |
| Deere & Company | $712.06 | +1.27% | $189.80B | 39.1 | 33.9 | 4.0 | +7.0% |
| AGCO | $123.17 | +2.09% | $8.45B | 16.7 | 19.0 | 0.8 | −1.0% |
| Caterpillar | $805.41 | −0.32% | $372.20B | 34.8 | 28.0 | 5.0 | +24.0% |
| Alta Equipment Group | $6.23 | −0.80% | $204.3M | — | — | 0.1 | −1.2% |
| United Rentals | $1,051.97 | +0.86% | $64.92B | 25.3 | 20.0 | 3.9 | +11.8% |
| Herc | $141.90 | −1.51% | $4.82B | 98.0 | 17.1 | 1.0 | +20.2% |
| Median | 34.8 | 20.0 | 2.4 | +9.4% |