Zacks Research Issues Negative Estimate for AGCO Earnings

AGCO Corporation (NYSE:AGCO) – Equities research analysts at Zacks Research reduced their Q2 2027 earnings per share estimates for shares of AGCO in a research report issued on Monday, September 7th. Zacks Research analyst Team now anticipates that the industrial products company will post earnings per share of $1.62 for the quarter, down from their prior estimate of $1.64. Zacks Research 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 Q2 2028 earnings at $2.52 EPS.

A number of other research firms also recently commented on AGCO. UBS Group dropped their target price on shares of AGCO from $123.00 to $114.00 and set a “neutral” rating on the stock in a report on Tuesday, August 4th. Weiss Ratings cut AGCO from a “hold (c+)” rating to a “hold (c)” rating in a report on Friday, July 31st. DA Davidson set a $151.00 price objective on AGCO in a research note on Friday, July 31st. Sanford C. Bernstein reaffirmed a “market perform” rating and set a $108.00 target price on shares of AGCO in a research report on Friday, July 31st. Finally, JPMorgan Chase & Co. reduced their target price on AGCO from $143.00 to $130.00 and set an “overweight” rating for the company in a report on Monday, July 13th. Five analysts have rated the stock with a Buy rating, six have issued a Hold rating and three have given a Sell rating to the stock. According to data from MarketBeat.com, AGCO presently has a consensus rating of “Hold” and a consensus target price of $122.17.

AGCO Price Performance

Shares of AGCO stock opened at $127.48 on Wednesday. AGCO has a 52 week low of $98.22 and a 52 week high of $143.78. 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 stock has a market cap of $8.93 billion, a PE ratio of 17.63, a price-to-earnings-growth ratio of 1.11 and a beta of 1.10. The company’s 50-day moving average price is $112.51 and its two-hundred day moving average price is $116.36.

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

AGCO Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 15th. Shareholders of record on Friday, August 14th will be paid a $0.30 dividend. This represents a $1.20 annualized dividend and a yield of 0.9%. The ex-dividend date is Friday, August 14th. AGCO’s dividend payout ratio is currently 16.60%.

Insider Activity at AGCO

In other news, SVP Kelvin Bennett sold 1,000 shares of the company’s stock in a transaction on Friday, September 4th. The shares were sold at an average price of $132.89, for a total value of $132,890.00. Following the transaction, the senior vice president directly owned 14,047 shares of the company’s stock, valued at approximately $1,866,705.83. This represents a 6.65% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Eric P. Hansotia sold 2,604 shares of the stock in a transaction on Friday, September 4th. The stock was sold at an average price of $129.75, for a total value of $337,869.00. Following the sale, the chief executive officer 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. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 496,022 shares of company stock worth $57,261,327 in the last quarter. 0.62% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently bought and sold shares of the company. The Manufacturers Life Insurance Company grew its position in AGCO by 27.0% in the first quarter. The Manufacturers Life Insurance Company now owns 126,234 shares of the industrial products company’s stock worth $14,626,000 after acquiring an additional 26,862 shares in the last quarter. Bank of America Corp DE increased its stake in shares of AGCO by 19.4% during the 1st quarter. Bank of America Corp DE now owns 543,955 shares of the industrial products company’s stock worth $63,028,000 after purchasing an additional 88,571 shares during the last quarter. BlackRock Inc. bought a new position in shares of AGCO during the 2nd quarter valued at $701,908,000. Entropy Technologies LP bought a new position in shares of AGCO during the 1st quarter valued at $1,469,000. Finally, Callan Family Office LLC acquired a new stake in shares of AGCO in the 2nd quarter valued at $2,236,000. Hedge funds and other institutional investors own 78.80% of the company’s stock.

AGCO News Summary

Here are the key news stories impacting AGCO this week:

• Positive Sentiment: AGCO Power will showcase purpose-built diesel engines for forestry and other demanding off-road applications at INTERFORST 2026. The event may improve visibility for AGCO’s specialized-engine business, although it is unlikely to materially affect near-term earnings. AGCO Power announcement
• Neutral Sentiment: CEO Eric Hansotia discussed the impact of tariffs on the agricultural-equipment industry in a CNBC interview. The comments could provide insight into costs, pricing and demand, but no new guidance or specific financial impact was reported. CNBC interview with AGCO CEO
• Negative Sentiment: Zacks Research added AGCO to its Strong Sell list on September 9. The firm reduced its Q2 2027 EPS estimate from $1.64 to $1.62 and its Q2 2028 estimate from $2.53 to $2.52, signaling limited confidence in the company’s earnings outlook. Zacks Strong Sell list
• Negative Sentiment: CEO Eric Hansotia sold 2,604 shares worth approximately $337,869, reducing his direct ownership by 0.79%. SVP Kelvin Bennett separately sold 1,000 shares valued at $132,890, cutting his holdings by 6.65%. The transactions are modest relative to their remaining positions but may add to near-term investor caution.

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.