Brokers Offer Predictions for AGCO’s Q3 Earnings (NYSE:AGCO)

AGCO Corporation (NYSE:AGCO) – Zacks Research decreased their Q3 2026 earnings per share estimates for shares of AGCO in a report released on Monday, December 29th. Zacks Research analyst Team now forecasts that the industrial products company will earn $1.34 per share for the quarter, down from their previous estimate of $1.41. Zacks Research currently has a “Hold” rating on the stock. The consensus estimate for AGCO’s current full-year earnings is $4.20 per share. Zacks Research also issued estimates for AGCO’s Q4 2026 earnings at $1.94 EPS, FY2026 earnings at $5.31 EPS and Q3 2027 earnings at $1.58 EPS.

Other research analysts have also issued reports about the stock. Barclays lowered shares of AGCO from an “equal weight” rating to an “underweight” rating and lowered their target price for the company from $116.00 to $93.00 in a research note on Friday, December 19th. Oppenheimer upped their price target on shares of AGCO from $123.00 to $128.00 and gave the company an “outperform” rating in a report on Wednesday, December 3rd. JPMorgan Chase & Co. dropped their price objective on AGCO from $127.00 to $123.00 and set an “overweight” rating on the stock in a research note on Friday, December 19th. Wells Fargo & Company assumed coverage on AGCO in a research report on Thursday, November 13th. They set an “equal weight” rating and a $114.00 price objective for the company. Finally, Truist Financial reaffirmed a “buy” rating and issued a $123.00 target price (down previously from $142.00) on shares of AGCO in a report on Monday, November 3rd. Three investment analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus price target of $110.60.

AGCO Trading Up 0.3%

NYSE:AGCO opened at $104.73 on Wednesday. The company’s 50 day moving average is $106.00 and its 200-day moving average is $107.91. The company has a quick ratio of 0.73, a current ratio of 1.58 and a debt-to-equity ratio of 0.61. AGCO has a 12 month low of $73.79 and a 12 month high of $121.16. The firm has a market cap of $7.82 billion, a price-to-earnings ratio of 20.82, a P/E/G ratio of 1.67 and a beta of 1.18.

AGCO (NYSE:AGCO) last posted its earnings results on Friday, October 31st. The industrial products company reported $1.35 earnings per share for the quarter, topping the consensus estimate of $1.26 by $0.09. The firm had revenue of $2.48 billion during the quarter, compared to analyst estimates of $2.48 billion. AGCO had a return on equity of 9.36% and a net margin of 3.73%.The company’s revenue for the quarter was down 4.7% on a year-over-year basis. During the same period in the previous year, the company earned $0.68 EPS. AGCO has set its FY 2025 guidance at 5.000-5.000 EPS.

AGCO Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Monday, December 15th. Shareholders of record on Friday, November 14th were issued a $0.29 dividend. The ex-dividend date of this dividend was Friday, November 14th. This represents a $1.16 annualized dividend and a yield of 1.1%. AGCO’s dividend payout ratio is 23.06%.

Insider Activity at AGCO

In other news, SVP Kelvin Eugene Bennett sold 250 shares of AGCO stock in a transaction that occurred on Monday, November 10th. The stock was sold at an average price of $104.28, for a total transaction of $26,070.00. Following the sale, the senior vice president owned 17,130 shares of the company’s stock, valued at approximately $1,786,316.40. This trade represents a 1.44% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Corporate insiders own 16.90% of the company’s stock.

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of the company. Neo Ivy Capital Management bought a new position in AGCO in the 2nd quarter valued at $817,000. Eisler Capital Management Ltd. acquired a new stake in shares of AGCO in the second quarter valued at $15,979,000. Inspire Investing LLC raised its holdings in shares of AGCO by 64.0% in the first quarter. Inspire Investing LLC now owns 7,051 shares of the industrial products company’s stock valued at $653,000 after buying an additional 2,752 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its holdings in shares of AGCO by 14.0% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 3,306,812 shares of the industrial products company’s stock valued at $306,112,000 after buying an additional 405,022 shares during the last quarter. Finally, Level Four Advisory Services LLC lifted its position in AGCO by 3.0% during the 2nd quarter. Level Four Advisory Services LLC now owns 81,011 shares of the industrial products company’s stock worth $8,357,000 after buying an additional 2,391 shares in the last quarter. 78.80% of the stock is currently owned by institutional investors and hedge funds.

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.