AGCO (NYSE:AGCO) Updates FY 2026 Earnings Guidance

AGCO (NYSE:AGCO) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 5.500-5.750 for the period, compared to the consensus EPS estimate of 5.990. The company issued revenue guidance of $10.1 billion-$10.2 billion, compared to the consensus revenue estimate of $10.6 billion.

Analyst Ratings Changes

A number of brokerages recently commented on AGCO. UBS Group reiterated a “neutral” rating and issued a $123.00 price objective on shares of AGCO in a research report on Sunday, May 10th. DA Davidson began coverage on shares of AGCO in a research note on Friday, July 10th. They issued a “buy” rating and a $160.00 target price on the stock. JPMorgan Chase & Co. lowered their price target on shares of AGCO from $143.00 to $130.00 and set an “overweight” rating for the company in a research report on Monday, July 13th. Oppenheimer set a $134.00 price target on shares of AGCO in a research note on Wednesday, May 6th. Finally, Weiss Ratings lowered shares of AGCO from a “buy (b-)” rating to a “hold (c+)” rating in a report on Wednesday, May 27th. Four analysts have rated the stock with a Buy rating, six have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, AGCO currently has an average rating of “Hold” and a consensus price target of $129.64.

AGCO Trading Down 7.7%

NYSE AGCO traded down $8.91 on Thursday, reaching $107.26. The company had a trading volume of 2,285,143 shares, compared to its average volume of 708,079. AGCO has a 52 week low of $99.21 and a 52 week high of $143.78. The stock’s 50 day moving average is $115.14 and its 200-day moving average is $118.64. The company has a quick ratio of 0.57, a current ratio of 1.29 and a debt-to-equity ratio of 0.47. The stock has a market cap of $7.77 billion, a price-to-earnings ratio of 20.00, a PEG ratio of 0.86 and a beta of 1.07.

AGCO (NYSE:AGCO) last issued its earnings results on Thursday, July 30th. The industrial products company reported $1.43 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.47 by ($0.04). The company had revenue of $2.61 billion for the quarter, compared to the consensus estimate of $2.75 billion. AGCO had a return on equity of 9.99% and a net margin of 7.43%.AGCO’s quarterly revenue was down 1.0% on a year-over-year basis. During the same quarter last year, the business posted $1.35 EPS. AGCO has set its FY 2026 guidance at 5.500-5.750 EPS. Equities analysts predict that AGCO will post 6.2 earnings per share for the current year.

AGCO Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 15th. Investors of record on Friday, August 14th will be paid a dividend of $0.30 per share. The ex-dividend date of this dividend is Friday, August 14th. This represents a $1.20 annualized dividend and a yield of 1.1%. AGCO’s dividend payout ratio (DPR) is presently 11.57%.

Insider Transactions at AGCO

In related news, major shareholder & Farm Equipment Ltd Tractors sold 422,590 shares of the business’s stock in a transaction that occurred on Tuesday, May 5th. The shares were sold at an average price of $123.28, for a total transaction of $52,096,895.20. Following the completion of the transaction, the insider owned 3,149,820 shares in the company, valued at approximately $388,309,809.60. The trade was a 11.83% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Corporate insiders own 0.62% of the company’s stock.

Trending Headlines about AGCO

Here are the key news stories impacting AGCO this week:

• Positive Sentiment: Adjusted earnings per share increased to $1.43 from $1.35 a year earlier, while Zacks Research slightly raised its FY2028 EPS estimate to $9.19 from $9.16, suggesting some longer-term earnings potential remains. AGCO Reports Second-Quarter Results
• Neutral Sentiment: Management discussed the quarter and outlook on its Q2 earnings call, while analyst estimates for future periods were mixed: some near- and medium-term forecasts were reduced, but Q4 2026 and FY2028 estimates were modestly increased. AGCO Q2 2026 Earnings Call Transcript
• Negative Sentiment: AGCO reported Q2 sales of approximately $2.61 billion, down 1.0% year over year and below estimates ranging from $2.75 billion to $2.81 billion. Adjusted EPS of $1.43 also missed consensus estimates of roughly $1.47 to $1.54. AGCO Lags Q2 Earnings and Revenue Estimates
• Negative Sentiment: The company cut FY2026 adjusted EPS guidance to approximately $5.50–$5.75 from expectations near $5.99, and forecast revenue of $10.1–$10.2 billion versus a consensus estimate of about $10.6 billion. The lower outlook reflects weaker agricultural demand, pressure on profitability and tariff costs, prompting investors to reassess earnings expectations. AGCO Cuts 2026 Outlook on Weaker Farm Demand

Hedge Funds Weigh In On AGCO

Several institutional investors and hedge funds have recently made changes to their positions in the company. EverSource Wealth Advisors LLC raised its stake in AGCO by 951.9% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 284 shares of the industrial products company’s stock worth $29,000 after buying an additional 257 shares during the period. Advisory Services Network LLC acquired a new position in AGCO in the third quarter valued at about $33,000. Geneos Wealth Management Inc. increased its holdings 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 acquiring an additional 190 shares in the last quarter. CIBC Private Wealth Group LLC bought a new stake in shares of AGCO in the third quarter worth about $50,000. Finally, Danske Bank A S acquired a new stake in shares of AGCO during the third quarter worth about $54,000. Institutional investors and hedge funds own 78.80% of the company’s stock.

AGCO Company Profile

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.