Zacks Research Issues Optimistic Estimate for AGCO Earnings

AGCO Co. (NYSE:AGCO) – Equities research analysts at Zacks Research boosted their Q2 2025 earnings per share estimates for shares of AGCO in a research note issued on Thursday, May 15th. Zacks Research analyst S. Deb now anticipates that the industrial products company will earn $0.98 per share for the quarter, up from their previous forecast of $0.92. The consensus estimate for AGCO’s current full-year earnings is $4.20 per share. Zacks Research also issued estimates for AGCO’s Q4 2025 earnings at $1.64 EPS, Q1 2026 earnings at $1.01 EPS, Q2 2026 earnings at $1.48 EPS, Q3 2026 earnings at $1.36 EPS, FY2026 earnings at $5.87 EPS, Q1 2027 earnings at $1.64 EPS and FY2027 earnings at $7.47 EPS.

AGCO (NYSE:AGCO) last posted its quarterly earnings results on Thursday, May 1st. The industrial products company reported $0.41 earnings per share for the quarter, topping the consensus estimate of $0.03 by $0.38. The company had revenue of $2.05 billion for the quarter, compared to the consensus estimate of $2.06 billion. AGCO had a positive return on equity of 13.40% and a negative net margin of 3.64%. The firm’s quarterly revenue was down 30.0% compared to the same quarter last year. During the same quarter in the prior year, the business posted $2.32 EPS.

Other analysts also recently issued reports about the company. StockNews.com upgraded AGCO from a “sell” rating to a “hold” rating in a research note on Tuesday, April 22nd. JPMorgan Chase & Co. increased their target price on AGCO from $110.00 to $117.00 and gave the company an “overweight” rating in a research note on Friday, May 16th. Baird R W downgraded AGCO from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 3rd. Morgan Stanley increased their target price on AGCO from $75.00 to $84.00 and gave the company an “underweight” rating in a research note on Monday, May 12th. Finally, Robert W. Baird downgraded AGCO from an “outperform” rating to a “neutral” rating and cut their target price for the company from $116.00 to $100.00 in a research note on Monday, March 3rd. One research analyst has rated the stock with a sell rating, eight have given a hold rating and four have assigned a buy rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus price target of $103.30.

AGCO Stock Performance

AGCO stock opened at $106.37 on Monday. The company has a quick ratio of 0.63, a current ratio of 1.34 and a debt-to-equity ratio of 0.60. The company has a market capitalization of $7.93 billion, a P/E ratio of -18.69, a PEG ratio of 1.80 and a beta of 1.20. The stock’s 50 day moving average is $91.08 and its 200 day moving average is $94.98. AGCO has a twelve month low of $73.79 and a twelve month high of $110.46.

AGCO Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, June 16th. Stockholders of record on Thursday, May 15th will be issued a dividend of $0.29 per share. The ex-dividend date of this dividend is Thursday, May 15th. This represents a $1.16 annualized dividend and a dividend yield of 1.09%. AGCO’s payout ratio is -14.87%.

Insider Activity

In other news, SVP Kelvin Eugene Bennett sold 250 shares of the stock in a transaction on Tuesday, May 13th. The stock was sold at an average price of $106.18, for a total transaction of $26,545.00. Following the transaction, the senior vice president now directly owns 17,380 shares of the company’s stock, valued at $1,845,408.40. This represents a 1.42% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Insiders own 16.60% of the company’s stock.

Hedge Funds Weigh In On AGCO

Several hedge funds and other institutional investors have recently modified their holdings of AGCO. Price T Rowe Associates Inc. MD raised its holdings in AGCO by 7.4% in the 1st quarter. Price T Rowe Associates Inc. MD now owns 6,985,474 shares of the industrial products company’s stock worth $646,648,000 after purchasing an additional 481,146 shares during the period. Dimensional Fund Advisors LP raised its holdings in AGCO by 12.1% in the 1st quarter. Dimensional Fund Advisors LP now owns 3,346,046 shares of the industrial products company’s stock worth $309,745,000 after purchasing an additional 361,965 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its holdings in AGCO by 14.0% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 3,306,812 shares of the industrial products company’s stock worth $306,112,000 after purchasing an additional 405,022 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its holdings in AGCO by 534.7% in the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 2,901,790 shares of the industrial products company’s stock worth $271,259,000 after purchasing an additional 2,444,615 shares during the period. Finally, Fuller & Thaler Asset Management Inc. raised its holdings in AGCO by 1.5% in the 4th quarter. Fuller & Thaler Asset Management Inc. now owns 2,744,133 shares of the industrial products company’s stock worth $256,522,000 after purchasing an additional 39,966 shares during the period. 78.80% of the stock is owned by institutional investors.

About AGCO

AGCO Corporation manufactures and distributes agricultural equipment and related replacement parts worldwide. It offers horsepower tractors for row crop production, soil cultivation, planting, land leveling, seeding, and commercial hay operations; utility tractors for small- and medium-sized farms, as well as for dairy, livestock, orchards, and vineyards; and compact tractors for small farms, specialty agricultural industries, landscaping, equestrian, and residential uses.