Insider Selling: AGCO (NYSE:AGCO) CEO Sells $337,869.00 in Stock

AGCO Corporation (NYSE:AGCO) CEO Eric Hansotia sold 2,604 shares of AGCO stock in a transaction that occurred 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 transaction, the chief executive officer owned 326,939 shares of the company’s stock, valued at $42,420,335.25. This represents a 0.79% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link.

AGCO Price Performance

Shares of NYSE:AGCO opened at $121.83 on Friday. The business’s fifty day moving average price is $112.82 and its two-hundred day moving average price is $116.17. The stock has a market cap of $8.53 billion, a PE ratio of 16.85, a price-to-earnings-growth ratio of 1.05 and a beta of 1.10. The company has a debt-to-equity ratio of 0.53, a quick ratio of 0.58 and a current ratio of 1.32. AGCO Corporation has a one year low of $98.22 and a one year high of $143.78.

AGCO (NYSE:AGCO) last released its quarterly earnings results 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 for the quarter, compared to analysts’ expectations of $2.75 billion. During the same period in the previous year, the business posted $1.35 EPS. The business’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. On average, analysts forecast that AGCO Corporation will post 5.54 EPS for the current fiscal year.

AGCO Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, September 15th. Investors of record on Friday, August 14th will be paid a $0.30 dividend. The ex-dividend date of this dividend is Friday, August 14th. This represents a $1.20 annualized dividend and a yield of 1.0%. AGCO’s payout ratio is presently 16.60%.

Institutional Inflows and Outflows

Several large investors have recently modified their holdings of the stock. The Manufacturers Life Insurance Company grew its holdings in shares of AGCO by 27.0% during the 1st quarter. The Manufacturers Life Insurance Company now owns 126,234 shares of the industrial products company’s stock worth $14,626,000 after purchasing an additional 26,862 shares during the period. Bank of America Corp DE raised its holdings in AGCO by 19.4% in 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 buying an additional 88,571 shares during the period. BlackRock Inc. acquired a new position in AGCO during the second quarter valued at approximately $701,908,000. Entropy Technologies LP purchased a new stake in AGCO during the first quarter worth approximately $1,469,000. Finally, Callan Family Office LLC purchased a new stake in AGCO during the second quarter worth approximately $2,236,000. 78.80% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several research firms have issued reports on AGCO. Robert W. Baird raised shares of AGCO from a “neutral” rating to an “outperform” rating and raised their price target for the stock from $120.00 to $150.00 in a research note on Monday, August 31st. UBS Group reduced their price objective on shares of AGCO from $123.00 to $114.00 and set a “neutral” rating on the stock in a research note on Tuesday, August 4th. Truist Financial restated a “buy” rating and set a $135.00 target price (down from $159.00) on shares of AGCO in a research report on Friday, July 31st. JPMorgan Chase & Co. lowered their target price on shares of AGCO from $143.00 to $130.00 and set an “overweight” rating for the company in a research note on Monday, July 13th. Finally, Morgan Stanley cut their price target on AGCO from $110.00 to $99.00 and set an “underweight” rating for the company in a report on Tuesday, August 4th. Five investment analysts have rated the stock with a Buy rating, six have assigned a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat.com, AGCO presently has a consensus rating of “Hold” and an average target price of $122.17.

More AGCO News

Here are the key news stories impacting AGCO this week:

• Neutral Sentiment: AGCO presented at the Jefferies Global Industrials Conference and Citi’s 2026 Global TMT Conference. The appearances may provide investors with additional detail on demand, tariffs, margins and the company’s outlook, but the available reports do not identify a new earnings or guidance catalyst. Jefferies conference transcript Citi conference transcript
• Negative Sentiment: Zacks Research added AGCO to its Rank #5 “Strong Sell” list. The firm also reduced its Q2 2027 EPS estimate to $1.62 from $1.64, Q1 2028 to $1.95 from $1.96, FY2027 to $6.79 from $6.81 and FY2028 to $9.02 from $9.05. Although the cuts are small, they reinforce concerns about the company’s earnings trajectory. Zacks Strong Sell list
• Negative Sentiment: AGCO’s latest reported quarter missed consensus estimates, with EPS of $1.43 versus $1.46 expected and revenue of $2.61 billion versus $2.75 billion expected. Revenue declined 1% year over year, adding to pressure on the stock and helping explain the cautious analyst outlook.
• Negative Sentiment: Senior Vice President Kelvin Bennett sold 1,000 shares for approximately $132,890, reducing his direct holdings by 6.65%. The transaction is modest relative to AGCO’s market value, but insider selling can add to short-term investor caution. AGCO insider sale report

About AGCO

AGCO Corporation (NYSE: AGCO) is a global manufacturer and distributor of agricultural equipment and related solutions. The company serves farmers, agricultural contractors and dealers with products designed for crop production, harvesting, hay and forage operations, and farm management.

AGCO’s product portfolio includes tractors, combines, application equipment, hay and forage machinery, implements, replacement parts and precision agriculture technologies. Its principal brands include Fendt, Massey Ferguson, Challenger, GSI and Valtra, while its precision agriculture offerings support activities such as guidance, data management, machine control and autonomous farming.

Founded in 1990 through the acquisition of Deutz-Allis, AGCO has expanded through additional acquisitions and brand development.