Fideuram Intesa Sanpaolo Private Banking S.P.A. Takes Position in AGCO Corporation $AGCO

Fideuram Intesa Sanpaolo Private Banking S.P.A. purchased a new position in shares of AGCO Corporation (NYSE:AGCO) during the 4th quarter, Holdings Channel.com reports. The fund purchased 4,791 shares of the industrial products company’s stock, valued at approximately $500,000.

A number of other institutional investors have also recently added to or reduced their stakes in AGCO. Jupiter Asset Management Ltd. increased its position in shares of AGCO by 520.4% during the third quarter. Jupiter Asset Management Ltd. now owns 35,801 shares of the industrial products company’s stock worth $3,833,000 after acquiring an additional 30,030 shares during the last quarter. WINTON GROUP Ltd acquired a new position in shares of AGCO in the third quarter worth about $4,873,000. SG Americas Securities LLC boosted its holdings in AGCO by 2,167.4% in the fourth quarter. SG Americas Securities LLC now owns 157,309 shares of the industrial products company’s stock valued at $16,410,000 after purchasing an additional 150,371 shares during the last quarter. Fox Run Management L.L.C. purchased a new position in AGCO in the third quarter valued at about $844,000. Finally, Crossmark Global Holdings Inc. grew its stake in AGCO by 1,048.3% during the 3rd quarter. Crossmark Global Holdings Inc. now owns 43,109 shares of the industrial products company’s stock valued at $4,616,000 after purchasing an additional 39,355 shares in the last quarter. Institutional investors and hedge funds own 78.80% of the company’s stock.

AGCO Trading Down 2.2%

AGCO stock opened at $112.27 on Friday. AGCO Corporation has a 1 year low of $95.96 and a 1 year high of $143.78. The firm’s 50-day moving average is $116.66 and its 200-day moving average is $115.45. The company has a debt-to-equity ratio of 0.47, a quick ratio of 0.57 and a current ratio of 1.29. The company has a market cap of $8.13 billion, a P/E ratio of 10.83, a PEG ratio of 0.77 and a beta of 1.12.

AGCO (NYSE:AGCO) last announced its quarterly earnings data on Tuesday, May 5th. The industrial products company reported $0.94 earnings per share for the quarter, beating analysts’ consensus estimates of $0.44 by $0.50. AGCO had a net margin of 7.43% and a return on equity of 9.99%. The business had revenue of $2.34 billion during the quarter, compared to the consensus estimate of $2.26 billion. During the same quarter in the prior year, the firm earned $0.41 EPS. The company’s revenue for the quarter was up 14.3% compared to the same quarter last year. AGCO has set its FY 2026 guidance at 6.000-6.000 EPS. On average, equities analysts expect that AGCO Corporation will post 5.97 earnings per share for the current year.

AGCO Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, June 15th. Stockholders of record on Friday, May 15th will be given a dividend of $0.30 per share. This represents a $1.20 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date is Friday, May 15th. This is a positive change from AGCO’s previous quarterly dividend of $0.29. AGCO’s payout ratio is currently 11.57%.

Analyst Ratings Changes

AGCO has been the topic of several analyst reports. Oppenheimer set a $134.00 price objective on AGCO in a report on Wednesday, May 6th. Wells Fargo & Company set a $132.00 target price on AGCO in a research note on Monday, February 9th. Wall Street Zen raised shares of AGCO from a “hold” rating to a “buy” rating in a research report on Saturday, March 7th. Robert W. Baird set a $128.00 price target on shares of AGCO in a research note on Friday, February 6th. Finally, Truist Financial upped their price target on shares of AGCO from $134.00 to $152.00 and gave the company a “buy” rating in a report on Monday, February 9th. Four analysts have rated the stock with a Buy rating, six have issued a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, AGCO currently has an average rating of “Hold” and an average price target of $124.73.

Insider Buying and Selling at AGCO

In related news, major shareholder & Farm Equipment Ltd Tractors sold 422,590 shares of the firm’s stock in a transaction that occurred on Tuesday, May 5th. The stock was sold at an average price of $123.28, for a total value of $52,096,895.20. Following the sale, the insider owned 3,149,820 shares of the company’s stock, valued at approximately $388,309,809.60. This trade represents a 11.83% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Insiders own 0.62% of the company’s stock.

Trending Headlines about AGCO

Here are the key news stories impacting AGCO this week:

• Positive Sentiment: Zacks Research raised AGCO’s earnings estimates for several periods, including FY2026 to $5.92 per share and FY2027 to $7.94 per share, suggesting analysts see stronger profitability ahead. AGCO earnings estimate update
• Positive Sentiment: Analysts also nudged up quarterly forecasts such as Q1 2027, Q2 2027, and Q4 2027 EPS, reinforcing the view that AGCO’s earnings trend could improve over time. AGCO quarterly estimate updates
• Neutral Sentiment: Brokerage sentiment remains mixed, with AGCO holding an average recommendation of “Hold,” indicating analysts are not broadly turning bullish yet. AGCO hold rating
• Negative Sentiment: Coverage on AGCO highlighted “mounting tariff risks,” which could pressure margins and weigh on investor sentiment for the farm equipment maker. AGCO tariff risk article
• Negative Sentiment: Another recent piece questioned whether broader machinery trends can lift AGCO higher, suggesting the market is still debating the stock’s near-term upside. AGCO machinery trends article

AGCO Company Profile

AGCO Corporation is a global leader in the design, manufacture and distribution of agricultural machinery and precision farming solutions. Headquartered in Duluth, Georgia, the company markets a diverse portfolio of well-known brands, including Massey Ferguson, Fendt, Challenger, Valtra and GSI, serving farmers and producers in North America, South America, Europe, the Middle East, Africa and Asia Pacific. Through an extensive dealer network, AGCO provides equipment tailored to a broad range of crop and livestock operations.

The company’s product offerings span tractors, combine harvesters, hay and forage tools, application equipment, seeding and tillage implements, as well as grain storage and protein solutions.