Zacks Research Estimates AGCO’s Q3 Earnings (NYSE:AGCO)

AGCO Corporation (NYSE:AGCO) – Stock analysts at Zacks Research cut their Q3 2026 EPS estimates for shares of AGCO in a research note issued to investors on Thursday, August 20th. Zacks Research analyst Team now anticipates that the industrial products company will earn $0.93 per share for the quarter, down from their prior estimate of $1.37. Zacks Research currently has a “Strong Sell” rating on the stock. The consensus estimate for AGCO’s current full-year earnings is $5.55 per share. Zacks Research also issued estimates for AGCO’s FY2026 earnings at $5.55 EPS, Q2 2027 earnings at $1.77 EPS, FY2027 earnings at $6.74 EPS, Q1 2028 earnings at $1.94 EPS, Q2 2028 earnings at $2.53 EPS and FY2028 earnings at $8.92 EPS.

AGCO (NYSE:AGCO) last posted its quarterly earnings data on Thursday, July 30th. The industrial products company reported $1.43 earnings per share for the quarter, missing the consensus estimate of $1.46 by ($0.03). The firm had revenue of $2.61 billion for the quarter, compared to analyst estimates of $2.75 billion. AGCO had a return on equity of 10.09% and a net margin of 5.15%.The company’s quarterly revenue was down 1.0% compared to the same quarter last year. During the same quarter last year, the company earned $1.35 earnings per share. AGCO has set its FY 2026 guidance at 5.500-5.750 EPS.

Other equities research analysts also recently issued reports about the company. Morgan Stanley dropped their price target on AGCO from $110.00 to $99.00 and set an “underweight” rating on the stock in a research note on Tuesday, August 4th. Sanford C. Bernstein reaffirmed a “market perform” rating and set a $108.00 price objective on shares of AGCO in a research report on Friday, July 31st. Citigroup reduced their price objective on shares of AGCO from $125.00 to $115.00 and set a “neutral” rating for the company in a research report on Monday, August 3rd. Truist Financial reiterated a “buy” rating and issued a $135.00 price objective (down from $159.00) on shares of AGCO in a research note on Friday, July 31st. Finally, Weiss Ratings downgraded shares of AGCO from a “hold (c+)” rating to a “hold (c)” rating in a research report on Friday, July 31st. Four analysts have rated the stock with a Buy rating, six have assigned a Hold rating and three have issued a Sell rating to the company. Based on data from MarketBeat.com, AGCO currently has a consensus rating of “Hold” and a consensus price target of $120.33.

AGCO Stock Performance

Shares of AGCO opened at $111.22 on Monday. The company has a current ratio of 1.32, a quick ratio of 0.58 and a debt-to-equity ratio of 0.53. The firm’s fifty day simple moving average is $111.15 and its two-hundred day simple moving average is $117.32. AGCO has a 12 month low of $98.22 and a 12 month high of $143.78. The stock has a market capitalization of $7.79 billion, a P/E ratio of 15.38, a price-to-earnings-growth ratio of 0.91 and a beta of 1.08.

AGCO Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, September 15th. Investors of record on Friday, August 14th will be issued a $0.30 dividend. This represents a $1.20 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date is Friday, August 14th. AGCO’s dividend payout ratio (DPR) is currently 16.60%.

Insiders Place Their Bets

In related news, major shareholder & Farm Equipment Ltd Tractors sold 492,418 shares of AGCO stock in a transaction on Wednesday, August 5th. The shares were sold at an average price of $115.33, for a total value of $56,790,567.94. Following the completion of the sale, the insider owned 3,017,565 shares of the company’s stock, valued at approximately $348,015,771.45. This trade represents a 14.03% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director Lange Bob De purchased 1,000 shares of the firm’s stock in a transaction on Friday, August 14th. The shares were acquired at an average price of $100.71 per share, with a total value of $100,710.00. Following the purchase, the director directly owned 18,717 shares in the company, valued at $1,884,989.07. This represents a 5.64% increase in their position. The SEC filing for this purchase provides additional information. 0.62% of the stock is owned by company insiders.

Institutional Investors Weigh In On AGCO

Hedge funds and other institutional investors have recently made changes to their positions in the business. California State Teachers Retirement System lifted its position in AGCO by 11,209.3% in the 2nd quarter. California State Teachers Retirement System now owns 8,316,277 shares of the industrial products company’s stock valued at $995,458,000 after acquiring an additional 8,242,742 shares in the last quarter. BlackRock Inc. acquired a new position in AGCO during the 2nd quarter valued at about $701,908,000. Dimensional Fund Advisors LP increased its holdings in AGCO by 2.1% during the 4th quarter. Dimensional Fund Advisors LP now owns 3,535,740 shares of the industrial products company’s stock worth $368,849,000 after purchasing an additional 73,880 shares in the last quarter. Capital World Investors increased its holdings in AGCO by 309.0% during the 4th quarter. Capital World Investors now owns 2,403,349 shares of the industrial products company’s stock worth $250,717,000 after purchasing an additional 1,815,741 shares in the last quarter. Finally, Invesco Ltd. raised its stake in shares of AGCO by 15.1% in the fourth quarter. Invesco Ltd. now owns 2,401,288 shares of the industrial products company’s stock worth $250,502,000 after purchasing an additional 314,355 shares during the last quarter. 78.80% of the stock is owned by institutional investors.

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.