Zacks Research Issues Pessimistic Outlook for AGCO Earnings

AGCO Corporation (NYSE:AGCO) – Analysts at Zacks Research dropped their Q3 2026 earnings per share estimates for shares of AGCO in a research note issued to investors on Monday, December 29th. Zacks Research analyst Team now expects that the industrial products company will post earnings per share of $1.34 for the quarter, down from their prior forecast of $1.41. Zacks Research currently has a “Hold” rating on the stock. The consensus estimate for AGCO’s current full-year earnings is $4.20 per share. Zacks Research also issued estimates for AGCO’s Q4 2026 earnings at $1.94 EPS, FY2026 earnings at $5.31 EPS and Q3 2027 earnings at $1.58 EPS.

Other equities analysts have also recently issued reports about the stock. Weiss Ratings reiterated a “hold (c)” rating on shares of AGCO in a research report on Monday, December 22nd. Citigroup decreased their target price on AGCO from $120.00 to $115.00 and set a “neutral” rating for the company in a research report on Monday, November 3rd. Wells Fargo & Company assumed coverage on AGCO in a report on Thursday, November 13th. They set an “equal weight” rating and a $114.00 price target on the stock. Barclays downgraded AGCO from an “equal weight” rating to an “underweight” rating and reduced their price objective for the stock from $116.00 to $93.00 in a research note on Friday, December 19th. Finally, JPMorgan Chase & Co. decreased their price objective on AGCO from $127.00 to $123.00 and set an “overweight” rating for the company in a research report on Friday, December 19th. Three equities research analysts have rated the stock with a Buy rating, eight have given a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Hold” and an average target price of $110.60.

AGCO Stock Up 0.3%

AGCO stock opened at $104.73 on Wednesday. The company has a debt-to-equity ratio of 0.61, a current ratio of 1.58 and a quick ratio of 0.73. The firm has a market capitalization of $7.82 billion, a P/E ratio of 20.82, a P/E/G ratio of 1.67 and a beta of 1.18. AGCO has a 52-week low of $73.79 and a 52-week high of $121.16. The company’s 50 day simple moving average is $106.00 and its 200-day simple moving average is $107.91.

AGCO (NYSE:AGCO) last posted its quarterly earnings data on Friday, October 31st. The industrial products company reported $1.35 EPS for the quarter, beating analysts’ consensus estimates of $1.26 by $0.09. AGCO had a net margin of 3.73% and a return on equity of 9.36%. The company had revenue of $2.48 billion during the quarter, compared to analyst estimates of $2.48 billion. During the same period in the prior year, the firm earned $0.68 earnings per share. The business’s quarterly revenue was down 4.7% on a year-over-year basis. AGCO has set its FY 2025 guidance at 5.000-5.000 EPS.

AGCO Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Monday, December 15th. Shareholders of record on Friday, November 14th were paid a $0.29 dividend. The ex-dividend date was Friday, November 14th. This represents a $1.16 dividend on an annualized basis and a yield of 1.1%. AGCO’s payout ratio is 23.06%.

Insider Buying and Selling

In other AGCO news, SVP Kelvin Eugene Bennett sold 250 shares of the company’s stock in a transaction dated Monday, November 10th. The stock was sold at an average price of $104.28, for a total value of $26,070.00. Following the transaction, the senior vice president directly owned 17,130 shares of the company’s stock, valued at $1,786,316.40. This represents a 1.44% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 16.90% of the stock is owned by company insiders.

Institutional Investors Weigh In On AGCO

Several large investors have recently made changes to their positions in AGCO. KLP Kapitalforvaltning AS raised its position in AGCO by 0.7% during the third quarter. KLP Kapitalforvaltning AS now owns 14,300 shares of the industrial products company’s stock valued at $1,531,000 after acquiring an additional 100 shares in the last quarter. Baader Bank Aktiengesellschaft grew its position in AGCO by 3.1% in the second quarter. Baader Bank Aktiengesellschaft now owns 3,794 shares of the industrial products company’s stock worth $390,000 after acquiring an additional 113 shares in the last quarter. Quantum Portfolio Management LLC increased its stake in shares of AGCO by 5.5% during the 2nd quarter. Quantum Portfolio Management LLC now owns 2,495 shares of the industrial products company’s stock worth $257,000 after purchasing an additional 129 shares during the last quarter. GAMMA Investing LLC raised its holdings in shares of AGCO by 8.7% during the 3rd quarter. GAMMA Investing LLC now owns 1,818 shares of the industrial products company’s stock valued at $195,000 after purchasing an additional 146 shares in the last quarter. Finally, Jones Financial Companies Lllp raised its holdings in shares of AGCO by 29.7% during the 1st quarter. Jones Financial Companies Lllp now owns 650 shares of the industrial products company’s stock valued at $61,000 after purchasing an additional 149 shares in the last quarter. Institutional investors own 78.80% of the company’s stock.

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.