AGCO (NYSE:AGCO) Hits New 12-Month Low – Should You Sell?

AGCO Corporation (NYSE:AGCO) hit a new 52-week low during mid-day trading on Thursday . The stock traded as low as $98.22 and last traded at $99.5720, with a volume of 1153378 shares changing hands. The stock had previously closed at $98.45.

AGCO News Roundup

Here are the key news stories impacting AGCO this week:

• Positive Sentiment: Zacks Research raised its Q4 2026 EPS estimate to $2.24 from $2.21, suggesting somewhat better near-term earnings expectations. However, the full-year consensus remains $5.55 per share. MarketBeat AGCO estimates
• Positive Sentiment: AGCO is bringing Fendt and Massey Ferguson equipment to the “American Farming 2” mobile game. The partnership could expand consumer awareness of its brands and equipment, although the direct financial impact is likely limited initially. AGCO American Farming 2 partnership
• Neutral Sentiment: AGCO reported approximately $2.6 billion in quarterly net sales. Recent results showed revenue slightly below expectations and down about 1% year over year, indicating continued pressure in agricultural-equipment demand. AGCO quarterly net sales
• Neutral Sentiment: Two reports about a $70,000 fine concern the Alcohol and Gaming Commission of Ontario, commonly abbreviated AGCO, penalizing gaming supplier Booming Games. They do not involve AGCO Corporation and should not affect the agricultural-equipment company’s fundamentals. Ontario gaming regulator penalty
• Negative Sentiment: Zacks Research cut its 2027 EPS forecasts for AGCO’s first quarter to $1.20 from $1.35, third quarter to $1.42 from $1.64, and fourth quarter to $2.35 from $2.53. The broad reductions point to weaker expected profitability and are the clearest pressure on the stock’s outlook.

Analyst Ratings Changes

Several research firms have recently commented on AGCO. Sanford C. Bernstein reiterated a “market perform” rating and issued a $108.00 price target on shares of AGCO in a research report on Friday, July 31st. Oppenheimer cut their price objective on AGCO from $134.00 to $127.00 and set an “outperform” rating for the company in a research report on Friday, July 31st. UBS Group reduced their target price on AGCO from $123.00 to $114.00 and set a “neutral” rating on the stock in a research note on Tuesday, August 4th. Wall Street Zen cut AGCO from a “buy” rating to a “hold” rating in a report on Saturday, August 1st. Finally, JPMorgan Chase & Co. dropped their price target on AGCO from $143.00 to $130.00 and set an “overweight” rating for the company in a research report on Monday, July 13th. Four research analysts have rated the stock with a Buy rating, seven have given a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Hold” and an average target price of $120.33.

AGCO Price Performance

The company has a market capitalization of $7.48 billion, a price-to-earnings ratio of 14.78, a PEG ratio of 0.86 and a beta of 1.08. The company’s 50 day simple moving average is $111.24 and its 200-day simple moving average is $117.42. The company has a current ratio of 1.32, a quick ratio of 0.58 and a debt-to-equity ratio of 0.53.

AGCO (NYSE:AGCO) last issued its quarterly earnings results on Thursday, July 30th. The industrial products company reported $1.43 EPS for the quarter, missing analysts’ consensus estimates of $1.46 by ($0.03). The firm had revenue of $2.61 billion for the quarter, compared to analysts’ expectations of $2.75 billion. AGCO had a return on equity of 10.09% and a net margin of 5.15%.The business’s quarterly revenue was down 1.0% compared to the same quarter last year. During the same quarter last year, the firm earned $1.35 earnings per share. AGCO has set its FY 2026 guidance at 5.500-5.750 EPS. On average, equities research analysts predict that AGCO Corporation will post 5.55 earnings per share for the current fiscal year.

AGCO Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 15th. Shareholders of record on Friday, August 14th will be issued a $0.30 dividend. The ex-dividend date is Friday, August 14th. This represents a $1.20 annualized dividend and a yield of 1.1%. AGCO’s payout ratio is 16.60%.

Insider Buying and Selling at AGCO

In other news, major shareholder & Farm Equipment Ltd Tractors sold 492,418 shares of the firm’s stock in a transaction on Wednesday, August 5th. The stock was sold at an average price of $115.33, for a total transaction of $56,790,567.94. Following the sale, the insider owned 3,017,565 shares in the company, valued at $348,015,771.45. This trade represents a 14.03% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Lange Bob De acquired 1,000 shares of the stock in a transaction dated Friday, August 14th. The stock was acquired at an average cost of $100.71 per share, with a total value of $100,710.00. Following the transaction, the director owned 18,717 shares of the company’s stock, valued at approximately $1,884,989.07. This trade represents a 5.64% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders own 0.62% of the company’s stock.

Institutional Trading of AGCO

Hedge funds have recently added to or reduced their stakes in the business. GAMMA Investing LLC grew its holdings in AGCO by 5.0% in the 2nd quarter. GAMMA Investing LLC now owns 1,963 shares of the industrial products company’s stock valued at $235,000 after buying an additional 94 shares during the period. UMB Bank n.a. lifted its holdings in shares of AGCO by 16.8% during the 4th quarter. UMB Bank n.a. now owns 759 shares of the industrial products company’s stock worth $79,000 after acquiring an additional 109 shares during the period. Gateway Investment Advisers LLC lifted its holdings in shares of AGCO by 6.1% during the 4th quarter. Gateway Investment Advisers LLC now owns 2,367 shares of the industrial products company’s stock worth $247,000 after acquiring an additional 137 shares during the period. EverSource Wealth Advisors LLC boosted its position in shares of AGCO by 36.0% in the first quarter. EverSource Wealth Advisors LLC now owns 521 shares of the industrial products company’s stock worth $60,000 after acquiring an additional 138 shares during the last quarter. Finally, Jones Financial Companies Lllp boosted its position in shares of AGCO by 29.7% in the first quarter. Jones Financial Companies Lllp now owns 650 shares of the industrial products company’s stock worth $61,000 after acquiring an additional 149 shares during the last quarter. 78.80% of the stock is owned by institutional investors and hedge funds.

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.