FY2026 Earnings Forecast for AGCO Issued By Zacks Research

AGCO Corporation (NYSE:AGCO) – Analysts at Zacks Research cut their FY2026 earnings estimates for shares of AGCO in a research report issued on Friday, July 10th. Zacks Research analyst Team now expects that the industrial products company will post earnings of $5.91 per share for the year, down from their prior forecast of $5.92. The consensus estimate for AGCO’s current full-year earnings is $6.04 per share. Zacks Research also issued estimates for AGCO’s Q3 2027 earnings at $1.69 EPS, Q4 2027 earnings at $2.61 EPS, FY2027 earnings at $7.97 EPS and Q1 2028 earnings at $1.98 EPS.

Several other research analysts also recently weighed in on the company. UBS Group restated a “neutral” rating and issued a $123.00 price target on shares of AGCO in a research note on Sunday, May 10th. Weiss Ratings lowered AGCO from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Wednesday, May 27th. JPMorgan Chase & Co. dropped their price objective on AGCO from $143.00 to $130.00 and set an “overweight” rating for the company in a report on Monday. Oppenheimer set a $134.00 price objective on shares of AGCO in a report on Wednesday, May 6th. Finally, Morgan Stanley reissued an “underweight” rating and set a $108.00 price target on shares of AGCO in a research report on Thursday, May 14th. Four equities research analysts have rated the stock with a Buy rating, six have issued a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat, AGCO presently has a consensus rating of “Hold” and a consensus price target of $129.45.

AGCO Trading Down 0.2%

NYSE AGCO opened at $114.09 on Tuesday. The firm has a market cap of $8.26 billion, a PE ratio of 11.00, a price-to-earnings-growth ratio of 0.76 and a beta of 1.07. AGCO has a 1-year low of $99.21 and a 1-year high of $143.78. The stock has a 50-day moving average of $115.09 and a 200-day moving average of $117.81. The company has a current ratio of 1.29, a quick ratio of 0.57 and a debt-to-equity ratio of 0.47.

AGCO (NYSE:AGCO) last posted its quarterly earnings results on Tuesday, May 5th. The industrial products company reported $0.94 earnings per share for the quarter, beating the consensus estimate of $0.44 by $0.50. The firm had revenue of $2.34 billion during the quarter, compared to the consensus estimate of $2.26 billion. AGCO had a net margin of 7.43% and a return on equity of 9.99%. The business’s revenue was up 14.3% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.41 earnings per share. AGCO has set its FY 2026 guidance at 6.000-6.000 EPS.

Institutional Investors Weigh In On AGCO

Several hedge funds have recently added to or reduced their stakes in the business. Dimensional Fund Advisors LP increased its holdings in AGCO by 2.1% in the fourth quarter. Dimensional Fund Advisors LP now owns 3,535,740 shares of the industrial products company’s stock valued at $368,849,000 after purchasing an additional 73,880 shares during the period. Massachusetts Financial Services Co. MA lifted its position in shares of AGCO by 3.5% in the 4th quarter. Massachusetts Financial Services Co. MA now owns 2,939,113 shares of the industrial products company’s stock worth $306,608,000 after purchasing an additional 98,988 shares during the period. Capital World Investors boosted its stake in shares of AGCO by 309.0% in the 4th quarter. Capital World Investors now owns 2,403,349 shares of the industrial products company’s stock valued at $250,717,000 after purchasing an additional 1,815,741 shares during the last quarter. Invesco Ltd. increased its position in shares of AGCO by 15.1% during the fourth quarter. Invesco Ltd. now owns 2,401,288 shares of the industrial products company’s stock worth $250,502,000 after buying an additional 314,355 shares during the period. Finally, Davis Selected Advisers raised its stake in AGCO by 13.0% during the fourth quarter. Davis Selected Advisers now owns 2,048,835 shares of the industrial products company’s stock worth $213,736,000 after buying an additional 235,913 shares during the last quarter. 78.80% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other news, major shareholder & Farm Equipment Ltd Tractors sold 422,590 shares of AGCO stock in a transaction on Tuesday, May 5th. The stock was sold at an average price of $123.28, for a total value of $52,096,895.20. Following the completion of the sale, the insider directly owned 3,149,820 shares of the company’s stock, valued at approximately $388,309,809.60. This trade represents a 11.83% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. 0.62% of the stock is owned by company insiders.

AGCO Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 15th. Stockholders of record on Friday, August 14th will be paid a $0.30 dividend. This represents a $1.20 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date is Friday, August 14th. AGCO’s payout ratio is presently 11.57%.

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.