AGCO (NYSE:AGCO) Given New $138.00 Price Target at JPMorgan Chase & Co.

AGCO (NYSE:AGCO) had its target price hoisted by JPMorgan Chase & Co. from $123.00 to $138.00 in a research note released on Friday morning,Benzinga reports. JPMorgan Chase & Co. currently has an overweight rating on the industrial products company’s stock.

Several other research analysts have also commented on the stock. Wells Fargo & Company assumed coverage on shares of AGCO in a report on Thursday, November 13th. They issued an “equal weight” rating and a $114.00 price objective for the company. Citigroup upped their price objective on shares of AGCO from $115.00 to $120.00 and gave the stock a “neutral” rating in a report on Tuesday, January 13th. UBS Group reissued a “neutral” rating and issued a $127.00 price target on shares of AGCO in a research report on Friday. Weiss Ratings reaffirmed a “hold (c)” rating on shares of AGCO in a research report on Monday, December 22nd. Finally, Barclays upped their target price on shares of AGCO from $93.00 to $105.00 and gave the stock an “underweight” rating in a research note on Friday. Three research analysts have rated the stock with a Buy rating, eight have given a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, AGCO currently has an average rating of “Hold” and a consensus price target of $118.55.

AGCO Price Performance

Shares of NYSE:AGCO opened at $132.57 on Friday. The company has a quick ratio of 0.73, a current ratio of 1.39 and a debt-to-equity ratio of 0.54. The stock has a market cap of $9.89 billion, a PE ratio of 13.60, a PEG ratio of 10.85 and a beta of 1.19. The company’s fifty day moving average is $109.94 and its 200 day moving average is $109.23. AGCO has a 52 week low of $73.79 and a 52 week high of $132.89.

AGCO (NYSE:AGCO) last posted its quarterly earnings results on Thursday, February 5th. The industrial products company reported $2.17 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.85 by $0.32. AGCO had a return on equity of 9.39% and a net margin of 7.21%.The business had revenue of $2.92 billion for the quarter, compared to analyst estimates of $2.67 billion. During the same period last year, the company earned $1.97 EPS. AGCO’s revenue for the quarter was up 1.1% compared to the same quarter last year. AGCO has set its FY 2026 guidance at 5.500-6.000 EPS. Research analysts anticipate that AGCO will post 4.2 earnings per share for the current year.

AGCO Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, March 16th. Stockholders of record on Friday, February 13th will be paid a dividend of $0.29 per share. This represents a $1.16 annualized dividend and a dividend yield of 0.9%. The ex-dividend date is Friday, February 13th. AGCO’s dividend payout ratio (DPR) is currently 23.06%.

Insider Buying and Selling

In related news, SVP Kelvin Eugene Bennett sold 250 shares of AGCO stock in a transaction 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 transaction, the senior vice president directly owned 17,130 shares in the company, valued at approximately $1,786,316.40. The trade was a 1.44% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Corporate insiders own 16.60% of the company’s stock.

Institutional Investors Weigh In On AGCO

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the company. Allspring Global Investments Holdings LLC bought a new position in shares of AGCO during the 3rd quarter valued at approximately $1,126,000. Neo Ivy Capital Management purchased a new stake in AGCO during the second quarter valued at $817,000. Eisler Capital Management Ltd. bought a new position in AGCO during the second quarter valued at $15,979,000. Level Four Advisory Services LLC increased its holdings in shares of AGCO by 3.0% in 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 during the last quarter. Finally, Robeco Institutional Asset Management B.V. purchased a new stake in shares of AGCO during the 3rd quarter valued at about $802,000. Institutional investors own 78.80% of the company’s stock.

More AGCO News

Here are the key news stories impacting AGCO this week:

• Positive Sentiment: Q4 beat on both EPS and revenue — AGCO reported $2.17 EPS and $2.92B revenue, topping consensus and showing modest top-line growth versus the year-ago quarter. AGCO Reports Fourth Quarter and 2025 Full Year Results (press release)
• Positive Sentiment: 2026 revenue guidance tops Street — management set 2026 net sales guidance of $10.4B–$10.7B, above consensus, which investors view as evidence of recovery potential and supports share strength. Agco outlines $10.4B-$10.7B 2026 sales target while advancing precision ag and cost savings
• Positive Sentiment: Strong cash generation and cost discipline — AGCO reported record free cash flow (~$740M) and emphasized strategic cost actions and margin discipline that underpin the outlook. PR Newswire: AGCO Reports Fourth Quarter and 2025 Full Year Results
• Neutral Sentiment: EPS guidance slightly below consensus — AGCO set FY26 EPS guidance of $5.50–$6.00 versus a Street consensus near $5.86, leaving mixed reactions on near-term profitability despite higher revenue targets. AGCO Q4 Deep Dive: Mixed Margins and Strategic Cost Actions Shape Outlook
• Neutral Sentiment: Precision agriculture and tariff narrative under scrutiny — analysts are parsing updates on precision-tech roadmap and tariff exposure; these topics could affect medium-term margin and sales trajectories but are not immediate negatives. Looking At The Narrative For AGCO After Tariff Questions And Precision Tech Updates
• Negative Sentiment: 2025 full-year sales decline — reported net sales for the full year were down ~13.5% versus 2024, reflecting a soft demand backdrop that could pressure recovery timing if end-market conditions don’t improve. AGCO Reports Fourth Quarter and 2025 Full Year Results
• Negative Sentiment: Margins mixed and demand still uneven — commentary and analyst notes highlight margin pressure in parts of the business and weak end-market demand, which could limit upside to estimates if conditions persist. Agco: Q4 Earnings Snapshot

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.