Sidoti Brokers Lower Earnings Estimates for Alamo Group

Alamo Group, Inc. (NYSE:ALG) – Equities researchers at Sidoti decreased their Q1 2026 earnings estimates for Alamo Group in a report released on Tuesday, March 3rd. Sidoti analyst G. Burns now expects that the industrial products company will post earnings per share of $2.34 for the quarter, down from their previous forecast of $2.39. The consensus estimate for Alamo Group’s current full-year earnings is $9.53 per share. Sidoti also issued estimates for Alamo Group’s Q2 2026 earnings at $2.89 EPS, Q3 2026 earnings at $2.63 EPS, Q4 2026 earnings at $2.45 EPS, FY2026 earnings at $10.32 EPS, Q1 2027 earnings at $2.67 EPS, Q2 2027 earnings at $3.23 EPS, Q3 2027 earnings at $3.01 EPS, Q4 2027 earnings at $2.82 EPS and FY2027 earnings at $11.74 EPS.

Alamo Group (NYSE:ALG) last announced its earnings results on Monday, March 2nd. The industrial products company reported $1.70 earnings per share for the quarter, missing the consensus estimate of $2.06 by ($0.36). The firm had revenue of $373.65 million during the quarter, compared to analysts’ expectations of $405.18 million. Alamo Group had a net margin of 6.47% and a return on equity of 10.04%.

ALG has been the topic of several other research reports. Wall Street Zen cut Alamo Group from a “buy” rating to a “hold” rating in a research note on Saturday, November 8th. Zacks Research upgraded Alamo Group from a “strong sell” rating to a “hold” rating in a report on Monday, January 12th. DA Davidson reduced their target price on Alamo Group from $225.00 to $190.00 and set a “neutral” rating for the company in a research note on Tuesday, November 11th. CJS Securities raised shares of Alamo Group to a “strong-buy” rating in a research report on Thursday, December 11th. Finally, Weiss Ratings restated a “hold (c)” rating on shares of Alamo Group in a research note on Monday, December 29th. One research analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat.com, Alamo Group has a consensus rating of “Moderate Buy” and an average target price of $225.00.

Alamo Group Stock Performance

Shares of ALG stock opened at $177.98 on Thursday. The company has a debt-to-equity ratio of 0.17, a current ratio of 4.57 and a quick ratio of 2.72. The company’s fifty day moving average price is $194.88 and its two-hundred day moving average price is $188.78. The firm has a market capitalization of $2.16 billion, a P/E ratio of 20.72, a P/E/G ratio of 1.03 and a beta of 1.11. Alamo Group has a 12 month low of $156.29 and a 12 month high of $233.29.

Institutional Inflows and Outflows

Large investors have recently modified their holdings of the business. Vanguard Group Inc. grew its position in shares of Alamo Group by 1.6% during the 4th quarter. Vanguard Group Inc. now owns 798,234 shares of the industrial products company’s stock valued at $134,000,000 after buying an additional 12,499 shares during the last quarter. Allspring Global Investments Holdings LLC boosted its stake in Alamo Group by 9.4% in the fourth quarter. Allspring Global Investments Holdings LLC now owns 666,327 shares of the industrial products company’s stock valued at $113,562,000 after acquiring an additional 57,456 shares during the period. Victory Capital Management Inc. grew its holdings in shares of Alamo Group by 7.4% during the fourth quarter. Victory Capital Management Inc. now owns 462,758 shares of the industrial products company’s stock valued at $77,683,000 after purchasing an additional 31,860 shares during the last quarter. First Trust Advisors LP grew its holdings in shares of Alamo Group by 13.1% during the fourth quarter. First Trust Advisors LP now owns 445,105 shares of the industrial products company’s stock valued at $74,720,000 after purchasing an additional 51,618 shares during the last quarter. Finally, State Street Corp raised its position in shares of Alamo Group by 1.3% during the 4th quarter. State Street Corp now owns 409,570 shares of the industrial products company’s stock worth $68,755,000 after purchasing an additional 5,153 shares during the period. 92.36% of the stock is currently owned by institutional investors.

Alamo Group Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, January 29th. Shareholders of record on Friday, January 16th were paid a dividend of $0.34 per share. The ex-dividend date was Friday, January 16th. This is a positive change from Alamo Group’s previous quarterly dividend of $0.30. This represents a $1.36 annualized dividend and a yield of 0.8%. Alamo Group’s payout ratio is presently 15.83%.

Key Alamo Group News

Here are the key news stories impacting Alamo Group this week:

• Positive Sentiment: Sidoti still models earnings growth over the next two fiscal years (forecasting FY2026 at $10.32 and FY2027 at $11.74 EPS), implying the firm expects recovery/expansion over time rather than a permanent slump. MarketBeat ALG page
• Neutral Sentiment: Full Q4 2025 earnings call transcripts and summaries are available for investors who want management’s commentary on demand, margins and guidance; review the call to assess whether weakness was company‑specific or cyclical. Yahoo Finance transcript Seeking Alpha transcript
• Negative Sentiment: Q4 results disappointed: reported EPS and revenue fell short of consensus, triggering heavy selling pressure and a sharp intraday decline. Read coverage of the immediate market reaction. AmericanBankingNews article
• Negative Sentiment: Sidoti cut a string of near‑term quarterly estimates (multiple Q1–Q4 2026 and Q1–Q4 2027 quarters lowered) and trimmed FY2026 and FY2027 targets vs. their prior forecasts — a catalyst for additional downside as sell‑side revisions often prompt re‑rating by investors. MarketBeat Sidoti note

About Alamo Group

Alamo Group, Inc engages in the design, manufacture and marketing of equipment for vegetation management, roadside maintenance, agricultural harvesting and industrial applications. The company offers a broad portfolio of products, including boom mowers, flail mowers, rotary cutters, snow removal equipment, slurry seal machines, railcar movers and tow tractors. These offerings are distributed under a variety of brand names and through a network of independent dealerships and distributors, meeting the needs of municipalities, highway departments, agricultural producers and industrial operators.

The company operates through two primary segments: Agricultural and Industrial.