AGCO (NYSE:AGCO) Shares Gap Up Following Earnings Beat

AGCO Corporation (NYSE:AGCO)’s stock price gapped up prior to trading on Thursday after the company announced better than expected quarterly earnings. The stock had previously closed at $121.68, but opened at $127.79. AGCO shares last traded at $122.2040, with a volume of 258,792 shares traded.

The industrial products company reported $2.17 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.88 by $0.29. The company had revenue of $2.92 billion for the quarter, compared to analysts’ expectations of $2.67 billion. AGCO had a net margin of 3.73% and a return on equity of 9.36%. AGCO’s revenue was up 1.1% compared to the same quarter last year. During the same quarter in the previous year, the business posted $1.97 EPS. AGCO has set its FY 2026 guidance at 5.500-6.000 EPS.

AGCO Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Monday, March 16th. Investors of record on Friday, February 13th will be issued a $0.29 dividend. This represents a $1.16 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date is Friday, February 13th. AGCO’s payout ratio is presently 23.06%.

AGCO News Summary

Here are the key news stories impacting AGCO this week:

• Positive Sentiment: Q4 results beat on both EPS and revenue — AGCO reported $2.17 EPS (vs. consensus ~$1.88–$1.89) and revenue of $2.92B, topping estimates and showing sequential strength. Q4 2025 Results Press Release
• Positive Sentiment: FY‑2026 revenue guidance raised above consensus — management guided revenue to $10.4B–$10.7B (consensus ~$10.1B), which supports upside to top‑line expectations for 2026. AGCO Reports Fourth Quarter and 2025 Full Year Results
• Positive Sentiment: Strong cash generation — 2025 reported operating margin and record free cash flow ($740M) and nearly $1.0B operating cash flow, which improve the balance-sheet and shareholder optionality. AGCO Reports Fourth Quarter and 2025 Full Year Results
• Neutral Sentiment: Street reception and analyst targets mixed — several recent buy/overweight ratings and a median price target near $120; analyst views vary, so near‑term upside depends on execution vs. guidance. AGCO Releases Q4 2025 Earnings
• Negative Sentiment: FY‑2026 EPS guidance slightly below consensus — management guided EPS of $5.50–$6.00 versus a ~$5.86 consensus, which may temper upside to estimates and valuations. AGCO Reports Fourth Quarter and 2025 Full Year Results
• Negative Sentiment: Insider selling and elevated options volatility — recent disclosed insider sales and reports of rising implied volatility suggest heightened trading activity and potential short‑term pressure. AGCO Releases Q4 2025 Earnings (insider & institutional data) Implied volatility surging for AGCO stock options

Analyst Ratings Changes

A number of research analysts have recently issued reports on AGCO shares. Weiss Ratings reaffirmed a “hold (c)” rating on shares of AGCO in a report on Monday, December 22nd. Barclays cut shares of AGCO from an “equal weight” rating to an “underweight” rating and lowered their target price for the company from $116.00 to $93.00 in a research note on Friday, December 19th. JPMorgan Chase & Co. reduced their price target on shares of AGCO from $127.00 to $123.00 and set an “overweight” rating for the company in a research note on Friday, December 19th. Oppenheimer boosted their price objective on shares of AGCO from $123.00 to $128.00 and gave the company an “outperform” rating in a report on Wednesday, December 3rd. Finally, UBS Group dropped their target price on shares of AGCO from $119.00 to $115.00 and set a “neutral” rating on the stock in a report on Monday, January 5th. Three 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.com, the company presently has a consensus rating of “Hold” and an average price target of $111.80.

Insider Activity

In related news, SVP Kelvin Eugene Bennett sold 250 shares of the business’s stock in a transaction that occurred on Monday, November 10th. The shares were sold at an average price of $104.28, for a total transaction of $26,070.00. Following the completion of the sale, the senior vice president directly owned 17,130 shares in the company, valued at approximately $1,786,316.40. The trade was a 1.44% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Insiders own 16.60% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently modified their holdings of the business. Cullen Frost Bankers Inc. increased its stake in shares of AGCO by 1,721.4% in the 3rd quarter. Cullen Frost Bankers Inc. now owns 255 shares of the industrial products company’s stock worth $27,000 after purchasing an additional 241 shares in the last quarter. Pinnacle Bancorp Inc. purchased a new stake in AGCO in the third quarter worth about $29,000. EverSource Wealth Advisors LLC raised its stake in shares of AGCO by 951.9% in the second quarter. EverSource Wealth Advisors LLC now owns 284 shares of the industrial products company’s stock worth $29,000 after buying an additional 257 shares during the period. SJS Investment Consulting Inc. lifted its position in shares of AGCO by 3,725.0% during the 3rd quarter. SJS Investment Consulting Inc. now owns 306 shares of the industrial products company’s stock valued at $33,000 after buying an additional 298 shares in the last quarter. Finally, Advisory Services Network LLC purchased a new stake in AGCO in the 3rd quarter worth approximately $33,000. Hedge funds and other institutional investors own 78.80% of the company’s stock.

AGCO Stock Performance

The company has a current ratio of 1.58, a quick ratio of 0.73 and a debt-to-equity ratio of 0.61. The company has a market cap of $9.22 billion, a P/E ratio of 24.20, a PEG ratio of 10.56 and a beta of 1.19. The business’s 50 day simple moving average is $109.03 and its 200 day simple moving average is $108.94.

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.