Zacks Research Analysts Reduce Earnings Estimates for AGCO

AGCO Corporation (NYSE:AGCO) – Equities researchers at Zacks Research cut their Q3 2026 earnings per share estimates for shares of AGCO in a report issued on Thursday, August 20th. Zacks Research analyst Team now expects that the industrial products company will earn $0.93 per share for the quarter, down from their prior estimate of $1.37. The consensus estimate for AGCO’s current full-year earnings is $5.55 per share. Zacks Research also issued estimates for AGCO’s FY2026 earnings at $5.55 EPS, Q2 2027 earnings at $1.77 EPS, FY2027 earnings at $6.74 EPS, Q1 2028 earnings at $1.94 EPS, Q2 2028 earnings at $2.53 EPS and FY2028 earnings at $8.92 EPS.

A number of other research firms also recently weighed in on AGCO. Weiss Ratings downgraded AGCO from a “hold (c+)” rating to a “hold (c)” rating in a report on Friday, July 31st. Truist Financial reissued a “buy” rating and issued a $135.00 price objective (down from $159.00) on shares of AGCO in a research note on Friday, July 31st. DA Davidson set a $151.00 price objective on shares of AGCO in a research report on Friday, July 31st. Sanford C. Bernstein reiterated a “market perform” rating and issued a $108.00 price target on shares of AGCO in a report on Friday, July 31st. Finally, UBS Group cut their price target on AGCO from $123.00 to $114.00 and set a “neutral” rating on the stock in a report on Tuesday, August 4th. Four analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average price target of $120.33.

AGCO Stock Performance

AGCO stock opened at $110.03 on Monday. AGCO has a twelve month low of $98.22 and a twelve month high of $143.78. The stock’s 50 day moving average is $111.19 and its 200 day moving average is $117.40. The company has a market capitalization of $7.71 billion, a P/E ratio of 15.22, a PEG ratio of 0.89 and a beta of 1.08. The company has a quick ratio of 0.58, a current ratio of 1.32 and a debt-to-equity ratio of 0.53.

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

AGCO Announces Dividend

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

Insider Activity at AGCO

In related news, major shareholder & Farm Equipment Ltd Tractors sold 492,418 shares of AGCO stock in a transaction on Wednesday, August 5th. The shares were sold at an average price of $115.33, for a total value of $56,790,567.94. Following the transaction, the insider directly owned 3,017,565 shares in the company, valued at $348,015,771.45. This trade represents a 14.03% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, Director Lange Bob De bought 1,000 shares of AGCO stock in a transaction on 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 acquisition, the director owned 18,717 shares of the company’s stock, valued at $1,884,989.07. This trade represents a 5.64% increase in their position. The SEC filing for this purchase provides additional information. Company insiders own 0.62% of the company’s stock.

Institutional Trading of AGCO

Institutional investors and hedge funds have recently bought and sold shares of the business. California State Teachers Retirement System lifted its stake in AGCO by 11,209.3% during 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 purchasing an additional 8,242,742 shares during the period. BlackRock Inc. bought a new position in shares of AGCO in the 2nd quarter worth $701,908,000. Capital World Investors boosted its position in shares of AGCO by 309.0% during the fourth 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 in the last quarter. Norges Bank acquired a new position in shares of AGCO in the 4th quarter valued at approximately $78,202,000. Finally, Bank of New York Mellon Corp bought a new position in AGCO during the 2nd quarter worth about $64,273,000. Institutional investors and hedge funds own 78.80% of the company’s stock.

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.