Brokers Set Expectations for AGCO’s Q3 Earnings (NYSE:AGCO)

AGCO Corporation (NYSE:AGCO) – Zacks Research lifted their Q3 2027 earnings estimates for shares of AGCO in a research note issued on Wednesday, August 26th. Zacks Research analyst Team now anticipates that the industrial products company will post earnings of $1.61 per share for the quarter, up from their prior forecast of $1.42. Zacks Research currently has a “Strong Sell” rating on the stock. The consensus estimate for AGCO’s current full-year earnings is $5.54 per share. Zacks Research also issued estimates for AGCO’s Q4 2027 earnings at $2.37 EPS, FY2027 earnings at $6.81 EPS, Q1 2028 earnings at $1.96 EPS and FY2028 earnings at $9.05 EPS.

AGCO (NYSE:AGCO) last issued its quarterly earnings data on Thursday, July 30th. The industrial products company reported $1.43 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.46 by ($0.03). The business had revenue of $2.61 billion during 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 company’s quarterly revenue was down 1.0% on a year-over-year basis. During the same quarter last year, the business posted $1.35 EPS. AGCO has set its FY 2026 guidance at 5.500-5.750 EPS.

AGCO has been the topic of several other research reports. Wells Fargo & Company lowered their price target on AGCO from $132.00 to $117.00 and set an “equal weight” rating on the stock in a report on Friday, July 31st. Sanford C. Bernstein reissued a “market perform” rating and set a $108.00 price objective on shares of AGCO in a report on Friday, July 31st. Morgan Stanley decreased their price objective on shares of AGCO from $110.00 to $99.00 and set an “underweight” rating on the stock in a research report on Tuesday, August 4th. JPMorgan Chase & Co. lowered their target price on shares of AGCO from $143.00 to $130.00 and set an “overweight” rating on the stock in a research note on Monday, July 13th. Finally, DA Davidson set a $151.00 target price on shares of AGCO in a research report on Friday, July 31st. Four research analysts have rated the stock with a Buy rating, six have issued a Hold rating and three have issued a Sell rating to the company’s stock. According to data from MarketBeat, AGCO presently has an average rating of “Hold” and a consensus price target of $120.33.

AGCO Price Performance

AGCO stock opened at $110.81 on Friday. AGCO has a 52 week low of $98.22 and a 52 week high of $143.78. The business has a 50-day simple moving average of $111.07 and a 200 day simple moving average of $117.08. The company has a quick ratio of 0.58, a current ratio of 1.32 and a debt-to-equity ratio of 0.53. The stock has a market cap of $7.76 billion, a price-to-earnings ratio of 15.33, a PEG ratio of 0.93 and a beta of 1.08.

AGCO Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, September 15th. Shareholders of record on Friday, August 14th will be given a dividend of $0.30 per share. The ex-dividend date is Friday, August 14th. This represents a $1.20 dividend on an annualized basis and a yield of 1.1%. AGCO’s dividend payout ratio (DPR) is presently 16.60%.

Insider Transactions at AGCO

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

Institutional Trading of AGCO

A number of hedge funds have recently bought and sold shares of the company. California State Teachers Retirement System boosted its stake in AGCO by 11,209.3% in the second quarter. California State Teachers Retirement System now owns 8,316,277 shares of the industrial products company’s stock worth $995,458,000 after buying an additional 8,242,742 shares in the last quarter. BlackRock Inc. purchased a new stake in AGCO during the 2nd quarter valued at about $701,908,000. Dimensional Fund Advisors LP grew its position in AGCO by 2.1% during the 4th quarter. Dimensional Fund Advisors LP now owns 3,535,740 shares of the industrial products company’s stock worth $368,849,000 after acquiring an additional 73,880 shares during the last quarter. Capital World Investors increased its stake in AGCO by 309.0% in the 4th quarter. Capital World Investors now owns 2,403,349 shares of the industrial products company’s stock worth $250,717,000 after purchasing an additional 1,815,741 shares during the period. Finally, Invesco Ltd. lifted its position in AGCO by 15.1% in the fourth quarter. Invesco Ltd. now owns 2,401,288 shares of the industrial products company’s stock valued at $250,502,000 after purchasing an additional 314,355 shares during the last quarter. Institutional investors own 78.80% of the company’s stock.

Key Stories Impacting AGCO

Here are the key news stories impacting AGCO this week:

• Positive Sentiment: Zacks Research raised its FY2027 EPS forecast to $6.81 from $6.74 and its FY2028 forecast to $9.05 from $8.92. It also increased estimates for Q3 2027, Q4 2027 and Q1 2028, suggesting analysts see potential for earnings improvement over the longer term. AGCO analyst estimate updates
• Neutral Sentiment: Brokerages give AGCO an average recommendation of “Hold,” indicating limited conviction that the shares will outperform in the near term. AGCO receives average Hold recommendation
• Neutral Sentiment: AGCO will present at Citi’s 2026 Global TMT Conference on September 9. The event could provide updates on demand, margins and the company’s outlook, but no new financial information was announced. AGCO Citi conference presentation announcement
• Negative Sentiment: Zacks Research cut its FY2026 EPS estimate to $5.52 from $5.55, reduced Q3 2026 EPS to $0.87 from $0.93, and lowered Q1 2027 EPS to $1.19 from $1.20. These revisions point to weaker near-term earnings momentum and remain below or near the broader consensus forecast.
• Negative Sentiment: Zacks Research maintains a “Strong Sell” rating on AGCO despite raising several longer-term estimates. That rating may outweigh the modest forecast increases and reinforce investor concerns about valuation, cyclical demand and execution.

About AGCO

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.