Zacks Research Issues Optimistic Estimate for AGCO Earnings

AGCO Corporation (NYSE:AGCO) – Research analysts at Zacks Research lifted their Q4 2026 earnings estimates for shares of AGCO in a research report issued on Wednesday, July 29th. Zacks Research analyst Team now anticipates that the industrial products company will earn $2.21 per share for the quarter, up from their previous estimate of $2.18. The consensus estimate for AGCO’s current full-year earnings is $6.20 per share. Zacks Research also issued estimates for AGCO’s Q1 2027 earnings at $1.35 EPS, Q2 2027 earnings at $2.11 EPS, Q3 2027 earnings at $1.64 EPS, Q4 2027 earnings at $2.53 EPS, FY2027 earnings at $7.63 EPS, Q2 2028 earnings at $2.64 EPS and FY2028 earnings at $9.19 EPS.

Several other equities analysts have also recently weighed in on AGCO. JPMorgan Chase & Co. lowered their price objective on shares of AGCO from $143.00 to $130.00 and set an “overweight” rating on the stock in a research note on Monday, July 13th. Weiss Ratings cut shares of AGCO from a “buy (b-)” rating to a “hold (c+)” rating in a report on Wednesday, May 27th. Truist Financial increased their price target on shares of AGCO from $152.00 to $159.00 and gave the stock a “buy” rating in a research report on Thursday, July 2nd. Morgan Stanley lifted their price target on shares of AGCO from $108.00 to $110.00 and gave the stock an “underweight” rating in a research note on Friday, July 17th. Finally, UBS Group reissued a “neutral” rating and set a $123.00 price objective on shares of AGCO in a research report on Sunday, May 10th. Four equities research analysts have rated the stock with a Buy rating, six have given a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, AGCO presently has a consensus rating of “Hold” and an average price target of $129.64.

AGCO Trading Down 6.1%

AGCO stock opened at $116.18 on Thursday. AGCO has a 52-week low of $99.21 and a 52-week high of $143.78. The company has a market cap of $8.41 billion, a P/E ratio of 11.20, a P/E/G ratio of 0.92 and a beta of 1.07. 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 business has a 50-day simple moving average of $115.24 and a two-hundred day simple moving average of $118.67.

AGCO (NYSE:AGCO) last posted its quarterly earnings data on Tuesday, May 5th. The industrial products company reported $0.94 EPS for the quarter, beating analysts’ consensus estimates of $0.44 by $0.50. AGCO had a return on equity of 9.99% and a net margin of 7.43%.The company had revenue of $2.34 billion during the quarter, compared to analysts’ expectations of $2.26 billion. During the same quarter in the prior year, the business earned $0.41 earnings per share. AGCO’s revenue for the quarter was up 14.3% compared to the same quarter last year. AGCO has set its FY 2026 guidance at 6.000-6.000 EPS.

Institutional Trading of AGCO

Several institutional investors and hedge funds have recently modified their holdings of the company. GAMMA Investing LLC lifted its stake in shares of AGCO by 5.0% during the 2nd quarter. GAMMA Investing LLC now owns 1,963 shares of the industrial products company’s stock valued at $235,000 after buying an additional 94 shares in the last quarter. UMB Bank n.a. increased its stake in AGCO by 16.8% in the 4th quarter. UMB Bank n.a. now owns 759 shares of the industrial products company’s stock worth $79,000 after buying an additional 109 shares in the last quarter. Signaturefd LLC raised its holdings in AGCO by 30.1% during the fourth quarter. Signaturefd LLC now owns 506 shares of the industrial products company’s stock valued at $53,000 after acquiring an additional 117 shares during the period. Choreo LLC raised its holdings in AGCO by 2.0% during the fourth quarter. Choreo LLC now owns 6,533 shares of the industrial products company’s stock valued at $684,000 after acquiring an additional 128 shares during the period. Finally, Gateway Investment Advisers LLC lifted its position in shares of AGCO by 6.1% in the fourth quarter. Gateway Investment Advisers LLC now owns 2,367 shares of the industrial products company’s stock valued at $247,000 after acquiring an additional 137 shares in the last quarter. 78.80% of the stock is currently owned by institutional investors.

Insider Transactions at AGCO

In other AGCO news, major shareholder & Farm Equipment Ltd Tractors sold 422,590 shares of the firm’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 sale, the insider owned 3,149,820 shares in the company, valued at approximately $388,309,809.60. This trade represents a 11.83% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Corporate insiders own 0.62% of the company’s stock.

AGCO Dividend Announcement

The business 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 is Friday, August 14th. This represents a $1.20 dividend on an annualized basis and a dividend yield of 1.0%. AGCO’s payout ratio is 11.57%.

AGCO News Summary

Here are the key news stories impacting AGCO this week:

• Positive Sentiment: AGCO reported second-quarter adjusted EPS of $1.43, while net sales reached $2.6 billion. Although sales declined 1.0% year over year, the results show the company remains profitable amid a challenging agricultural-equipment market. AGCO Reports Second-Quarter Results
• Positive Sentiment: Zacks Research raised its fourth-quarter 2026 EPS estimate to $2.21 from $2.18 and increased its fiscal 2028 forecast to $9.19 from $9.16, suggesting some confidence in longer-term earnings recovery.
• Neutral Sentiment: Analyst estimates were mixed overall. Zacks maintained its fiscal 2027 EPS forecast at $7.63 while lowering estimates for the first three quarters and fourth quarter of 2027. The firm modestly raised its second-quarter 2028 estimate to $2.64.
• Negative Sentiment: AGCO cut its full-year 2026 adjusted EPS outlook to approximately $5.50-$5.75, below the $5.99 consensus estimate, and forecast revenue of $10.1-$10.2 billion versus expectations of $10.6 billion. The guidance reduction is the main likely catalyst for the stock’s weakness.
• Negative Sentiment: Zacks Research reduced its fiscal 2027 EPS estimate to $7.63 from $7.97 and lowered projections for Q1 2027 to $1.35 from $1.50, Q2 to $2.11 from $2.16, Q3 to $1.64 from $1.69, and Q4 to $2.53 from $2.61. These revisions indicate analysts expect a slower earnings trajectory over the next year.

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.