Research Analysts Offer Predictions for AGCO FY2027 Earnings

AGCO Corporation (NYSE:AGCO) – Research analysts at Zacks Research raised their FY2027 earnings estimates for shares of AGCO in a research report issued on Wednesday, October 7th. Zacks Research analyst Team now anticipates that the industrial products company will post earnings of $6.82 per share for the year, up from their previous forecast of $6.79. Zacks Research has a “Hold” 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 Q1 2028 earnings at $1.96 EPS, Q2 2028 earnings at $2.53 EPS and FY2028 earnings at $9.06 EPS.

AGCO (NYSE:AGCO) last released 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 $1.46 by ($0.03). The business had revenue of $2.61 billion during the quarter, compared to analysts’ expectations of $2.75 billion. AGCO had a net margin of 5.15% and a return on equity of 10.09%. AGCO’s revenue for the quarter was down 1.0% on a year-over-year basis. During the same quarter in the previous year, the company earned $1.35 EPS. AGCO has set its FY 2026 guidance at 5.500-5.750 EPS.

AGCO has been the subject of several other reports. Sanford C. Bernstein reissued a “market perform” rating and issued a $108.00 price objective on shares of AGCO in a research note on Friday, July 31st. Morgan Stanley lowered their target price on AGCO from $110.00 to $99.00 and set an “underweight” rating on the stock in a research note on Tuesday, August 4th. Wells Fargo & Company dropped their target price on AGCO from $132.00 to $117.00 and set an “equal weight” rating on the stock in a report on Friday, July 31st. Truist Financial increased their price target on shares of AGCO from $135.00 to $146.00 and gave the stock a “buy” rating in a research report on Monday. Finally, Citigroup decreased their price target on shares of AGCO from $125.00 to $115.00 and set a “neutral” rating for the company in a report on Monday, August 3rd. Five research analysts have rated the stock with a Buy rating, seven have given a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and an average price target of $123.92.

AGCO Stock Performance

Shares of AGCO stock opened at $108.39 on Friday. The company has a market capitalization of $7.59 billion, a price-to-earnings ratio of 14.99, a P/E/G ratio of 0.82 and a beta of 1.08. AGCO has a 1-year low of $98.22 and a 1-year high of $143.78. 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 stock’s fifty day simple moving average is $113.59 and its 200-day simple moving average is $115.09.

Institutional Trading of AGCO

Large investors have recently added to or reduced their stakes in the business. QRG Capital Management Inc. grew its position in AGCO by 13.6% in the second quarter. QRG Capital Management Inc. now owns 2,820 shares of the industrial products company’s stock worth $338,000 after acquiring an additional 338 shares in the last quarter. MAC Alpha Capital Management LP lifted its stake in shares of AGCO by 8.1% in the 2nd quarter. MAC Alpha Capital Management LP now owns 30,503 shares of the industrial products company’s stock valued at $3,652,000 after purchasing an additional 2,280 shares during the last quarter. Sequoia Financial Advisors LLC lifted its stake in shares of AGCO by 7.5% in the 2nd quarter. Sequoia Financial Advisors LLC now owns 3,080 shares of the industrial products company’s stock valued at $369,000 after purchasing an additional 215 shares during the last quarter. Tidal Investments LLC boosted its holdings in AGCO by 2.4% in the second quarter. Tidal Investments LLC now owns 28,035 shares of the industrial products company’s stock worth $3,356,000 after purchasing an additional 653 shares in the last quarter. Finally, Integrated Wealth Concepts LLC bought a new stake in AGCO in the second quarter worth $684,000. 78.80% of the stock is owned by institutional investors.

Insider Buying and Selling at AGCO

In other news, Director Lange De purchased 1,000 shares of the stock in a transaction that occurred on Friday, August 14th. The stock was acquired at an average price of $100.71 per share, with a total value of $100,710.00. Following the purchase, the director owned 18,717 shares in the company, valued at $1,884,989.07. This represents a 5.64% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Eric P. Hansotia sold 2,604 shares of the firm’s stock in a transaction that occurred on Friday, September 4th. The shares were sold at an average price of $129.75, for a total transaction of $337,869.00. Following the transaction, the chief executive officer directly owned 326,939 shares in the company, valued at approximately $42,420,335.25. The trade was a 0.79% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 497,622 shares of company stock valued at $57,461,807 in the last quarter. Corporate insiders own 0.62% of the company’s stock.

Key Headlines Impacting AGCO

Here are the key news stories impacting AGCO this week:

• Positive Sentiment: JPMorgan raised its price target for AGCO from $123 to $140 and assigned an “overweight” rating, implying substantial potential upside from the current trading level. This signals increased confidence in the agricultural-equipment maker’s outlook.
• Positive Sentiment: DA Davidson reaffirmed its “buy” rating and raised its price target to $151, indicating one of the more bullish analyst views on AGCO and suggesting significant upside potential.
• Positive Sentiment: Zacks Research upgraded AGCO from “strong sell” to “hold,” a meaningful improvement in sentiment even though the firm is not yet recommending the stock for purchase.
• Positive Sentiment: Zacks modestly increased its projected AGCO earnings to $2.40 per share for the fourth quarter of 2027 and $1.89 per share for the third quarter of 2028. The revisions suggest slightly better long-term earnings expectations.
• Neutral Sentiment: AGCO announced that it will release third-quarter 2026 results and hold its conference call on October 29. The event could become the next major catalyst as investors look for updates on demand, margins and guidance. AGCO Announces Third-Quarter 2026 Earnings Release and Conference Call
• Neutral Sentiment: AGCO highlighted its transition toward precision agriculture and technology-driven growth. The strategy could support longer-term growth, but the available update did not provide specific financial targets or near-term earnings changes. AGCO Discusses Transition to Precision Agriculture and Technology-Driven Growth Strategy
• Negative Sentiment: AGCO’s latest quarterly results missed analyst expectations for both earnings and revenue, with revenue down year over year. That weaker operating backdrop may outweigh the recent price-target increases in the near term.

AGCO Company Profile

AGCO Corporation (NYSE: AGCO) is a global manufacturer and distributor of agricultural equipment and related solutions. The company serves farmers, agricultural contractors and dealers through a portfolio that includes tractors, combines, harvesting equipment, seeding and planting machinery, hay and forage equipment, crop protection products, replacement parts and precision-agriculture technologies.

AGCO’s principal brands include Fendt, Massey Ferguson, Valtra, Gleaner and PTx. Its precision-agriculture offerings are designed to help producers improve field productivity, equipment utilization and resource management through technologies such as guidance, connectivity, automation and data-based farm management.

Founded in 1990 through the acquisition of Deutz-Allis, AGCO expanded its international presence through subsequent acquisitions, including Massey Ferguson and Fendt.