Zacks Research Analysts Decrease Earnings Estimates for AGCO

AGCO Corporation (NYSE:AGCO) – Stock analysts at Zacks Research dropped their Q3 2026 earnings per share (EPS) estimates for AGCO in a note issued to investors on Wednesday, August 26th. Zacks Research analyst Team now forecasts that the industrial products company will post earnings of $0.87 per share for the quarter, down from their prior forecast of $0.93. Zacks Research 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 Q4 2026 earnings at $2.28 EPS, FY2026 earnings at $5.52 EPS, Q1 2027 earnings at $1.19 EPS and Q2 2027 earnings at $1.64 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). AGCO had a return on equity of 10.09% and a net margin of 5.15%.The firm had revenue of $2.61 billion for the quarter, compared to the consensus estimate of $2.75 billion. During the same period in the prior year, the company earned $1.35 EPS. The company’s revenue for the quarter was down 1.0% compared to the same quarter last year. AGCO has set its FY 2026 guidance at 5.500-5.750 EPS.

AGCO has been the topic of a number of other reports. Oppenheimer decreased their price objective on shares of AGCO from $134.00 to $127.00 and set an “outperform” rating on the stock in a research note on Friday, July 31st. UBS Group cut their target price on AGCO from $123.00 to $114.00 and set a “neutral” rating for the company in a research note on Tuesday, August 4th. Citigroup reduced their target price on AGCO from $125.00 to $115.00 and set a “neutral” rating on the stock in a report on Monday, August 3rd. Morgan Stanley decreased 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. Finally, JPMorgan Chase & Co. dropped their price objective on AGCO from $143.00 to $130.00 and set an “overweight” rating for the company in a research report on Monday, July 13th. Four investment analysts have rated the stock with a Buy rating, six have given a Hold rating and three have given a Sell rating to the company’s stock. According to data from MarketBeat.com, AGCO has an average rating of “Hold” and an average price target of $120.33.

AGCO Stock Performance

Shares of AGCO stock opened at $111.45 on Thursday. 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 company has a market cap of $7.81 billion, a PE ratio of 15.41, a price-to-earnings-growth ratio of 0.92 and a beta of 1.08. The company has a 50 day moving average of $111.13 and a 200-day moving average of $117.23. AGCO has a 1-year low of $98.22 and a 1-year high of $143.78.

AGCO Announces Dividend

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 given a dividend of $0.30 per share. This represents a $1.20 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date is Friday, August 14th. AGCO’s dividend payout ratio is currently 16.60%.

Insider Activity at AGCO

In related news, Director Lange Bob De acquired 1,000 shares of the company’s 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 directly owned 18,717 shares in the company, valued at approximately $1,884,989.07. This trade represents a 5.64% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. Also, major shareholder & Farm Equipment Ltd Tractors sold 492,418 shares of the firm’s stock in a transaction that occurred on Wednesday, August 5th. The shares were sold at an average price of $115.33, for a total transaction of $56,790,567.94. Following the completion of the sale, the insider owned 3,017,565 shares in the company, valued at $348,015,771.45. This represents a 14.03% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.62% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On AGCO

Hedge funds and other institutional investors have recently bought and sold shares of the company. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its holdings in shares of AGCO by 46.2% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 4,958 shares of the industrial products company’s stock worth $459,000 after purchasing an additional 1,567 shares during the last quarter. Jones Financial Companies Lllp raised its holdings in AGCO by 29.7% in the 1st quarter. Jones Financial Companies Lllp now owns 650 shares of the industrial products company’s stock valued at $61,000 after buying an additional 149 shares during the last quarter. Goldman Sachs Group Inc. raised its holdings in AGCO by 39.6% in the 1st quarter. Goldman Sachs Group Inc. now owns 215,242 shares of the industrial products company’s stock valued at $19,925,000 after buying an additional 61,009 shares during the last quarter. Empowered Funds LLC boosted its position in AGCO by 3.1% during the 1st quarter. Empowered Funds LLC now owns 5,876 shares of the industrial products company’s stock worth $544,000 after buying an additional 176 shares during the period. Finally, Geneos Wealth Management Inc. boosted its position in AGCO by 109.2% during the 1st quarter. Geneos Wealth Management Inc. now owns 364 shares of the industrial products company’s stock worth $34,000 after buying an additional 190 shares during the period. Institutional investors 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.