Research Analysts Set Expectations for AGCO FY2027 Earnings

AGCO Corporation (NYSE:AGCO) – Zacks Research raised their FY2027 earnings per share (EPS) estimates for AGCO in a research note issued on Wednesday, October 7th. Zacks Research analyst Team now expects that the industrial products company will earn $6.82 per share for the year, up from their previous estimate of $6.79. Zacks Research currently has a “Hold” rating on the stock. The consensus estimate for AGCO’s current full-year earnings is $5.55 per share. Zacks Research also issued estimates for AGCO’s Q1 2028 earnings at $1.96 EPS, Q2 2028 earnings at $2.53 EPS and FY2028 earnings at $9.06 EPS.

AGCO (NYSE:AGCO) last issued its quarterly earnings data on Thursday, July 30th. The industrial products company reported $1.43 earnings per share for the quarter, missing analysts’ consensus estimates of $1.46 by ($0.03). The company had revenue of $2.61 billion for the quarter, compared to the consensus estimate of $2.75 billion. AGCO had a net margin of 5.15% and a return on equity of 10.09%. AGCO’s revenue for the quarter was down 1.0% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.35 earnings per share. AGCO has set its FY 2026 guidance at 5.500-5.750 EPS.

Other analysts have also issued reports about the stock. UBS Group reduced their price target on shares of AGCO from $123.00 to $114.00 and set a “neutral” rating for the company in a research note on Tuesday, August 4th. Oppenheimer reiterated an “outperform” rating on shares of AGCO in a research note on Thursday. JPMorgan Chase & Co. boosted their target price on AGCO from $123.00 to $140.00 and gave the stock an “overweight” rating in a report on Thursday. Citigroup cut their target price on AGCO from $125.00 to $115.00 and set a “neutral” rating for the company in a research report on Monday, August 3rd. Finally, Sanford C. Bernstein reaffirmed a “market perform” rating and set a $108.00 price target on shares of AGCO in a research note on Friday, July 31st. Five research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, the company has an average rating of “Hold” and an average price target of $123.92.

AGCO Stock Down 0.7%

AGCO stock opened at $108.39 on Friday. The stock has a market cap of $7.59 billion, a price-to-earnings ratio of 14.99, a PEG ratio of 0.82 and a beta of 1.08. The company has a current ratio of 1.32, a quick ratio of 0.58 and a debt-to-equity ratio of 0.53. The company’s 50-day moving average price is $113.59 and its two-hundred day moving average price is $115.09. AGCO has a 52 week low of $98.22 and a 52 week high of $143.78.

Insider Buying and Selling

In related news, SVP Ivory Harris sold 1,600 shares of the business’s stock in a transaction that occurred on Tuesday, September 15th. The shares were sold at an average price of $125.30, for a total value of $200,480.00. Following the sale, the senior vice president directly owned 14,454 shares in the company, valued at $1,811,086.20. The trade was a 9.97% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO Eric Hansotia sold 2,604 shares of the stock in a transaction that occurred on Friday, September 4th. The shares were sold at an average price of $129.75, for a total transaction of $337,869.00. Following the sale, the chief executive officer directly owned 326,939 shares of the company’s stock, valued at approximately $42,420,335.25. This represents a 0.79% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 497,622 shares of company stock worth $57,461,807. 0.62% of the stock is owned by insiders.

Institutional Investors Weigh In On AGCO

A number of institutional investors and hedge funds have recently modified their holdings of AGCO. BlackRock Inc. acquired a new position in shares of AGCO in the 2nd quarter worth $701,908,000. Bank of America Corp DE lifted its holdings in shares of AGCO by 19.4% during the first quarter. Bank of America Corp DE now owns 543,955 shares of the industrial products company’s stock valued at $63,028,000 after purchasing an additional 88,571 shares during the last quarter. Bank of New York Mellon Corp acquired a new position in shares of AGCO in the 2nd quarter valued at $64,273,000. Quantinno Capital Management LP boosted its position in shares of AGCO by 15.1% in the 1st quarter. Quantinno Capital Management LP now owns 492,234 shares of the industrial products company’s stock valued at $57,035,000 after purchasing an additional 64,453 shares during the period. Finally, Pacer Advisors Inc. increased its stake in AGCO by 289.8% in the 4th quarter. Pacer Advisors Inc. now owns 274,814 shares of the industrial products company’s stock worth $28,669,000 after purchasing an additional 204,318 shares in the last quarter. Institutional investors and hedge funds own 78.80% of the company’s stock.

Key AGCO News

Here are the key news stories impacting AGCO this week:

• Positive Sentiment: JPMorgan raised its price target for AGCO from $123 to $140 and assigned an “overweight” rating, implying substantial potential upside from the current trading level. This signals increased confidence in the agricultural-equipment maker’s outlook.
• Positive Sentiment: DA Davidson reaffirmed its “buy” rating and raised its price target to $151, indicating one of the more bullish analyst views on AGCO and suggesting significant upside potential.
• Positive Sentiment: Zacks Research upgraded AGCO from “strong sell” to “hold,” a meaningful improvement in sentiment even though the firm is not yet recommending the stock for purchase.
• Positive Sentiment: Zacks modestly increased its projected AGCO earnings to $2.40 per share for the fourth quarter of 2027 and $1.89 per share for the third quarter of 2028. The revisions suggest slightly better long-term earnings expectations.
• Neutral Sentiment: AGCO announced that it will release third-quarter 2026 results and hold its conference call on October 29. The event could become the next major catalyst as investors look for updates on demand, margins and guidance. AGCO Announces Third-Quarter 2026 Earnings Release and Conference Call
• Neutral Sentiment: AGCO highlighted its transition toward precision agriculture and technology-driven growth. The strategy could support longer-term growth, but the available update did not provide specific financial targets or near-term earnings changes. AGCO Discusses Transition to Precision Agriculture and Technology-Driven Growth Strategy
• Negative Sentiment: AGCO’s latest quarterly results missed analyst expectations for both earnings and revenue, with revenue down year over year. That weaker operating backdrop may outweigh the recent price-target increases in the near term.

AGCO Company Profile

AGCO Corporation (NYSE: AGCO) is a global manufacturer and distributor of agricultural equipment and related solutions. The company serves farmers, agricultural contractors and dealers through a portfolio that includes tractors, combines, harvesting equipment, seeding and planting machinery, hay and forage equipment, crop protection products, replacement parts and precision-agriculture technologies.

AGCO’s principal brands include Fendt, Massey Ferguson, Valtra, Gleaner and PTx. Its precision-agriculture offerings are designed to help producers improve field productivity, equipment utilization and resource management through technologies such as guidance, connectivity, automation and data-based farm management.

Founded in 1990 through the acquisition of Deutz-Allis, AGCO expanded its international presence through subsequent acquisitions, including Massey Ferguson and Fendt.