AGCO Corporation $AGCO Shares Sold by JPMorgan Chase & Co.

JPMorgan Chase & Co. lessened its position in shares of AGCO Corporation (NYSE:AGCO) by 27.3% during the 3rd quarter, Holdings Channel reports. The institutional investor owned 1,421,605 shares of the industrial products company’s stock after selling 534,135 shares during the quarter. JPMorgan Chase & Co.’s holdings in AGCO were worth $152,212,000 at the end of the most recent quarter.

Other hedge funds also recently added to or reduced their stakes in the company. Massachusetts Financial Services Co. MA raised its position in AGCO by 32.7% in the third quarter. Massachusetts Financial Services Co. MA now owns 2,840,125 shares of the industrial products company’s stock valued at $304,092,000 after purchasing an additional 700,558 shares during the period. Norges Bank acquired a new stake in shares of AGCO during the 2nd quarter worth about $78,651,000. Ninety One UK Ltd purchased a new stake in AGCO in the 3rd quarter valued at about $69,996,000. Bank of America Corp DE lifted its position in AGCO by 0.6% in the second quarter. Bank of America Corp DE now owns 567,616 shares of the industrial products company’s stock valued at $58,555,000 after buying an additional 3,158 shares during the last quarter. Finally, Frontier Capital Management Co. LLC purchased a new position in AGCO during the second quarter worth about $38,534,000. 78.80% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

AGCO has been the topic of a number of research analyst reports. Robert W. Baird set a $128.00 price target on shares of AGCO in a research note on Friday, February 6th. Citigroup boosted their target price on AGCO from $120.00 to $130.00 and gave the company a “neutral” rating in a research report on Monday, February 9th. BMO Capital Markets raised their price target on AGCO from $110.00 to $115.00 and gave the stock a “market perform” rating in a research report on Friday, February 6th. Wall Street Zen downgraded AGCO from a “buy” rating to a “hold” rating in a report on Saturday. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of AGCO in a research note on Monday, December 22nd. Three analysts have rated the stock with a Buy rating, eight have given a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Hold” and an average price target of $122.73.

AGCO News Summary

Here are the key news stories impacting AGCO this week:

• Positive Sentiment: Zacks Research raised several near‑to‑mid term estimates for AGCO, increasing Q3 2026 to $1.50, Q4 2026 to $2.21 and lifting FY2026 to $5.57 (from $5.27). These upward revisions point to stronger-than-expected profit trends into 2026 and support a higher forward earnings profile for AGCO.
• Positive Sentiment: Zacks also increased FY2027 and longer‑range forecasts (FY2027 to $7.37 and FY2028 to $9.59), indicating analysts see meaningful earnings growth beyond the current year — a positive signal for longer‑term valuation.
• Neutral Sentiment: Zacks made modest upward tweaks to some 2027 quarter-level estimates (e.g., Q3 2027 to $1.63, Q4 2027 to $2.29). These are incremental and reflect fine‑tuning rather than a material change in outlook.
• Negative Sentiment: Zacks trimmed several near‑term estimates: Q1 2026 was lowered notably to $0.44 (from $0.58) and small cuts were applied to Q2 2026 (to $1.42) and Q2 2027 (to $2.03). Those reductions pressure the short‑term earnings outlook and can weigh on the stock.
• Negative Sentiment: Wall Street Zen lowered its rating on AGCO, a standalone negative sentiment signal that may contribute to intraday selling and extra caution among momentum traders. AGCO (NYSE:AGCO) Stock Rating Lowered by Wall Street Zen

AGCO Stock Down 0.6%

Shares of NYSE AGCO opened at $137.76 on Friday. The stock has a market cap of $9.97 billion, a P/E ratio of 14.13, a PEG ratio of 0.97 and a beta of 1.19. The business’s fifty day simple moving average is $116.30 and its 200-day simple moving average is $111.05. AGCO Corporation has a 12-month low of $73.79 and a 12-month high of $143.78. The company has a current ratio of 1.39, a quick ratio of 0.67 and a debt-to-equity ratio of 0.54.

AGCO (NYSE:AGCO) last released its earnings results on Thursday, February 5th. The industrial products company reported $2.17 EPS for the quarter, topping the consensus estimate of $1.85 by $0.32. The firm had revenue of $2.92 billion during the quarter, compared to analysts’ expectations of $2.67 billion. AGCO had a return on equity of 9.39% and a net margin of 7.21%.AGCO’s revenue for the quarter was up 1.1% on a year-over-year basis. During the same period in the previous year, the firm posted $1.97 EPS. AGCO has set its FY 2026 guidance at 5.500-6.000 EPS. As a group, equities analysts predict that AGCO Corporation will post 4.2 EPS for the current fiscal year.

AGCO Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Monday, March 16th. Investors of record on Friday, February 13th will be issued a $0.29 dividend. The ex-dividend date of this dividend is Friday, February 13th. This represents a $1.16 annualized dividend and a yield of 0.8%. AGCO’s dividend payout ratio (DPR) is 11.90%.

Insider Buying and Selling

In other AGCO news, SVP Kelvin Eugene Bennett sold 2,300 shares of the business’s stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $137.04, for a total transaction of $315,192.00. Following the completion of the transaction, the senior vice president owned 16,844 shares in the company, valued at $2,308,301.76. The trade was a 12.01% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. 16.60% of the stock is owned by company insiders.

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.