Sidoti Equities Analysts Boost Earnings Estimates for AGM

Federal Agricultural Mortgage Corporation (NYSE:AGM) – Equities researchers at Sidoti increased their Q3 2026 earnings estimates for Federal Agricultural Mortgage in a research report issued to clients and investors on Friday, July 31st. Sidoti analyst B. Mccarthy now forecasts that the credit services provider will post earnings of $5.24 per share for the quarter, up from their prior forecast of $4.82. The consensus estimate for Federal Agricultural Mortgage’s current full-year earnings is $20.72 per share.

Several other research firms have also recently weighed in on AGM. Keefe, Bruyette & Woods increased their price target on Federal Agricultural Mortgage from $228.00 to $255.00 and gave the company an “outperform” rating in a report on Monday. Wall Street Zen raised Federal Agricultural Mortgage from a “sell” rating to a “hold” rating in a report on Saturday, May 9th. Finally, Weiss Ratings upgraded Federal Agricultural Mortgage from a “hold (c-)” rating to a “hold (c)” rating in a research report on Monday, June 29th. One analyst has rated the stock with a Buy rating and one has given a Hold rating to the company. According to MarketBeat.com, Federal Agricultural Mortgage presently has an average rating of “Moderate Buy” and a consensus price target of $255.00.

Federal Agricultural Mortgage Trading Up 1.6%

NYSE:AGM opened at $241.73 on Monday. The company has a current ratio of 0.56, a quick ratio of 0.56 and a debt-to-equity ratio of 1.82. Federal Agricultural Mortgage has a 12 month low of $136.57 and a 12 month high of $248.29. The company has a market cap of $2.62 billion, a PE ratio of 13.20, a price-to-earnings-growth ratio of 0.88 and a beta of 0.98. The company has a 50 day simple moving average of $196.32 and a two-hundred day simple moving average of $176.13.

Federal Agricultural Mortgage (NYSE:AGM) last issued its quarterly earnings data on Thursday, July 30th. The credit services provider reported $5.40 earnings per share for the quarter, beating analysts’ consensus estimates of $4.87 by $0.53. The company had revenue of $125.01 million for the quarter, compared to the consensus estimate of $113.51 million. Federal Agricultural Mortgage had a net margin of 29.98% and a return on equity of 18.90%.

Federal Agricultural Mortgage Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, June 30th. Stockholders of record on Monday, June 15th were paid a $1.60 dividend. The ex-dividend date of this dividend was Monday, June 15th. This represents a $6.40 annualized dividend and a dividend yield of 2.6%. Federal Agricultural Mortgage’s dividend payout ratio (DPR) is 34.95%.

Institutional Inflows and Outflows

A number of large investors have recently made changes to their positions in the stock. Allworth Financial LP increased its holdings in Federal Agricultural Mortgage by 640.0% in the 4th quarter. Allworth Financial LP now owns 185 shares of the credit services provider’s stock worth $32,000 after acquiring an additional 160 shares in the last quarter. Acadian Asset Management LLC purchased a new position in Federal Agricultural Mortgage during the first quarter valued at approximately $34,000. Farther Finance Advisors LLC lifted its holdings in Federal Agricultural Mortgage by 53.6% during the fourth quarter. Farther Finance Advisors LLC now owns 212 shares of the credit services provider’s stock valued at $37,000 after purchasing an additional 74 shares in the last quarter. Kestra Advisory Services LLC bought a new position in shares of Federal Agricultural Mortgage in the fourth quarter worth approximately $40,000. Finally, Advisory Services Network LLC bought a new position in shares of Federal Agricultural Mortgage in the third quarter worth approximately $48,000. 68.03% of the stock is owned by hedge funds and other institutional investors.

More Federal Agricultural Mortgage News

Here are the key news stories impacting Federal Agricultural Mortgage this week:

• Positive Sentiment: Sidoti raised earnings forecasts across 2026 and 2027. The firm increased its FY2026 EPS estimate to $20.74 from $19.29 and its FY2027 estimate to $22.54 from $20.48. Quarterly estimates for Q4 2026 through Q4 2027 were also raised, suggesting stronger expected earnings momentum for AGM. Sidoti Equities Analysts Lift Earnings Estimates for AGM
• Positive Sentiment: Keefe, Bruyette & Woods raised its price target to $255 from $228 and maintained an “outperform” rating. The higher target indicates the analyst sees additional upside and likely reflects increased confidence in AGM’s earnings prospects. Keefe, Bruyette & Woods price-target update
• Positive Sentiment: Recent operating results support the bullish revisions. AGM’s latest reported quarter included EPS of $5.40, exceeding the $4.87 consensus estimate, while revenue of $125.01 million also surpassed expectations of $113.51 million. The company reported a 29.98% net margin and 18.90% return on equity.
• Neutral Sentiment: Valuation and trading context. AGM is trading near its 12-month high, with a P/E ratio of 13.20 and a PEG ratio of 0.88. These metrics suggest the stock is not trading at an extreme growth valuation, although its recent advance may leave it more sensitive to profit-taking if future results fail to meet elevated expectations.

About Federal Agricultural Mortgage

Federal Agricultural Mortgage Corporation (NYSE: AGM), commonly known as Farmer Mac, is a government-sponsored enterprise chartered in 1988 under the Agricultural Credit Act of 1987. Headquartered in Washington, DC, Farmer Mac was established to enhance the availability of mortgage credit for the agricultural and rural utility sectors. The corporation operates as a secondary market for agricultural real estate and rural infrastructure loans, providing lenders with liquidity and risk management solutions.

The company’s principal business activities include purchasing and securitizing long-term fixed-rate agricultural mortgage loans and rural utilities loans originated by approved lenders.