Massachusetts Financial Services Co. MA Has $304.09 Million Stock Holdings in AGCO Corporation $AGCO

Massachusetts Financial Services Co. MA lifted its position in AGCO Corporation (NYSE:AGCO) by 32.7% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 2,840,125 shares of the industrial products company’s stock after buying an additional 700,558 shares during the quarter. Massachusetts Financial Services Co. MA’s holdings in AGCO were worth $304,092,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also modified their holdings of the company. Pinnacle Bancorp Inc. bought a new position in AGCO in the 3rd quarter worth $29,000. EverSource Wealth Advisors LLC boosted its holdings in AGCO by 951.9% during the second quarter. EverSource Wealth Advisors LLC now owns 284 shares of the industrial products company’s stock valued at $29,000 after acquiring an additional 257 shares during the period. SJS Investment Consulting Inc. grew its position in shares of AGCO by 3,725.0% in the third quarter. SJS Investment Consulting Inc. now owns 306 shares of the industrial products company’s stock valued at $33,000 after purchasing an additional 298 shares during the last quarter. Geneos Wealth Management Inc. increased its stake in shares of AGCO by 109.2% in the first quarter. Geneos Wealth Management Inc. now owns 364 shares of the industrial products company’s stock worth $34,000 after purchasing an additional 190 shares during the period. Finally, Atlantic Union Bankshares Corp acquired a new position in shares of AGCO during the 2nd quarter worth about $44,000. 78.80% of the stock is owned by institutional investors.

Insider Buying and Selling at AGCO

In other news, SVP Kelvin Eugene Bennett sold 250 shares of the stock in a transaction that occurred on Monday, November 10th. The stock was sold at an average price of $104.28, for a total value of $26,070.00. Following the completion of the transaction, the senior vice president directly owned 17,130 shares of the company’s stock, valued at approximately $1,786,316.40. This represents a 1.44% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Corporate insiders own 16.60% of the company’s stock.

AGCO Stock Down 1.7%

AGCO opened at $111.37 on Monday. The company has a market capitalization of $8.31 billion, a P/E ratio of 22.14, a P/E/G ratio of 9.92 and a beta of 1.17. 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’s fifty day moving average price is $106.70 and its two-hundred day moving average price is $108.48. AGCO Corporation has a fifty-two week low of $73.79 and a fifty-two week high of $121.16.

AGCO (NYSE:AGCO) last released its quarterly earnings data on Friday, October 31st. The industrial products company reported $1.35 EPS for the quarter, topping 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 the consensus estimate of $2.48 billion. During the same period last year, the firm earned $0.68 EPS. The firm’s revenue for the quarter was down 4.7% compared to the same quarter last year. AGCO has set its FY 2025 guidance at 5.000-5.000 EPS. On average, analysts anticipate that AGCO Corporation will post 4.2 EPS for the current year.

AGCO Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Monday, March 16th. Shareholders of record on Friday, February 13th will be issued a dividend of $0.29 per share. This represents a $1.16 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date of this dividend is Friday, February 13th. AGCO’s payout ratio is presently 23.06%.

AGCO News Roundup

Here are the key news stories impacting AGCO this week:

• Positive Sentiment: AGCO’s PTx Winter Conference and AE50 awards highlight the company’s push into autonomous, precision agriculture — a strategic growth area that could improve medium‑term revenue and margin prospects if adoption expands. How AGCO’s PTx Winter Conference and AE50 Awards Push Into Autonomous Precision Ag Will Impact AGCO (AGCO) Investors
• Positive Sentiment: Board declared a quarterly dividend of $0.29/share (record Feb 13, payable Mar 16). The payout supports shareholder returns and can attract income‑focused investors, showing confidence in cash flow stability. AGCO Announces Quarterly Dividend
• Positive Sentiment: Analyst coverage remains favorable overall: recent buy/overweight/outperform calls and a median six‑month price target around $120 suggest upside from current levels for some investors. That supportive analyst bias can limit downside. $AGCO stock is down 3% today. Here’s what we see in our data.
• Neutral Sentiment: AGCO scheduled its Q4 2025 earnings release and conference call for Feb 5 — this will be the next major catalyst and could drive larger moves depending on guidance and order trends. AGCO Announces Fourth-Quarter 2025 Earnings Release and Conference Call
• Neutral Sentiment: Market/data signals: Quiver reports elevated intraday trading volume (~$29M) and the ticker ranked among the more‑searched names — higher attention can amplify price moves but is not directional by itself. $AGCO stock is down 3% today. Here’s what we see in our data.
• Neutral Sentiment: Recent commentary and writeups reassessing AGCO’s valuation after a recent rebound may keep investors debating fair value near current levels. Assessing AGCO (AGCO) Valuation After Recent Share Price Momentum
• Negative Sentiment: Insider selling has been active — multiple senior executives sold shares in the past six months — which can create negative optics even if sales are for personal reasons. $AGCO stock is down 3% today. Here’s what we see in our data.
• Negative Sentiment: Institutional moves are mixed but include large position reductions by several big managers (e.g., Millennium, Citadel, JPMorgan reduced holdings materially), which can pressure the stock if selling continues. $AGCO stock is down 3% today. Here’s what we see in our data.

Wall Street Analysts Forecast Growth

A number of research firms have issued reports on AGCO. Wells Fargo & Company assumed coverage on AGCO in a report on Thursday, November 13th. They issued an “equal weight” rating and a $114.00 target price on the stock. Barclays downgraded shares of AGCO from an “equal weight” rating to an “underweight” rating and lowered their price objective for the stock from $116.00 to $93.00 in a research note on Friday, December 19th. Citigroup upped their target price on shares of AGCO from $115.00 to $120.00 and gave the company a “neutral” rating in a research note on Tuesday, January 13th. Weiss Ratings restated a “hold (c)” rating on shares of AGCO in a research report on Monday, December 22nd. Finally, JPMorgan Chase & Co. cut their price objective on shares of 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 assigned a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus target price of $111.80.

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.