AGCO Corporation $AGCO Shares Purchased by Jupiter Asset Management Ltd.

Jupiter Asset Management Ltd. boosted its position in shares of AGCO Corporation (NYSE:AGCO) by 520.4% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 35,801 shares of the industrial products company’s stock after purchasing an additional 30,030 shares during the period. Jupiter Asset Management Ltd.’s holdings in AGCO were worth $3,833,000 at the end of the most recent quarter.

Other hedge funds have also made changes to their positions in the company. Cullen Frost Bankers Inc. increased its holdings in shares of AGCO by 1,721.4% during the 3rd quarter. Cullen Frost Bankers Inc. now owns 255 shares of the industrial products company’s stock worth $27,000 after buying an additional 241 shares during the last quarter. Pinnacle Bancorp Inc. acquired a new stake in AGCO during the third quarter worth $29,000. EverSource Wealth Advisors LLC raised its position in AGCO by 951.9% in the second quarter. EverSource Wealth Advisors LLC now owns 284 shares of the industrial products company’s stock valued at $29,000 after purchasing an additional 257 shares during the period. SJS Investment Consulting Inc. lifted its stake in shares of AGCO by 3,725.0% in the 3rd quarter. SJS Investment Consulting Inc. now owns 306 shares of the industrial products company’s stock valued at $33,000 after purchasing an additional 298 shares during the last quarter. Finally, Geneos Wealth Management Inc. grew its holdings in shares of 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 purchasing an additional 190 shares during the period. Hedge funds and other institutional investors own 78.80% of the company’s stock.

Key Stories Impacting AGCO

Here are the key news stories impacting AGCO this week:

• Positive Sentiment: Zacks Research raised several near‑to‑mid term estimates for AGCO, increasing Q3 2026 to $1.50, Q4 2026 to $2.21 and lifting FY2026 to $5.57 (from $5.27). These upward revisions point to stronger-than-expected profit trends into 2026 and support a higher forward earnings profile for AGCO.
• Positive Sentiment: Zacks also increased FY2027 and longer‑range forecasts (FY2027 to $7.37 and FY2028 to $9.59), indicating analysts see meaningful earnings growth beyond the current year — a positive signal for longer‑term valuation.
• Neutral Sentiment: Zacks made modest upward tweaks to some 2027 quarter-level estimates (e.g., Q3 2027 to $1.63, Q4 2027 to $2.29). These are incremental and reflect fine‑tuning rather than a material change in outlook.
• Negative Sentiment: Zacks trimmed several near‑term estimates: Q1 2026 was lowered notably to $0.44 (from $0.58) and small cuts were applied to Q2 2026 (to $1.42) and Q2 2027 (to $2.03). Those reductions pressure the short‑term earnings outlook and can weigh on the stock.
• Negative Sentiment: Wall Street Zen lowered its rating on AGCO, a standalone negative sentiment signal that may contribute to intraday selling and extra caution among momentum traders. AGCO (NYSE:AGCO) Stock Rating Lowered by Wall Street Zen

Wall Street Analyst Weigh In

Several analysts recently issued reports on AGCO shares. UBS Group restated a “neutral” rating and issued a $127.00 price objective on shares of AGCO in a report on Friday, February 6th. Truist Financial upped their price objective on shares of AGCO from $134.00 to $152.00 and gave the stock a “buy” rating in a report on Monday, February 9th. Wall Street Zen cut shares of AGCO from a “buy” rating to a “hold” rating in a research report on Saturday. JPMorgan Chase & Co. boosted their target price on AGCO from $123.00 to $138.00 and gave the company an “overweight” rating in a research report on Friday, February 6th. Finally, BMO Capital Markets upped their price target on AGCO from $110.00 to $115.00 and gave the stock a “market perform” rating in a research note on Friday, February 6th. Three analysts have rated the stock with a Buy rating, eight have given a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus target price of $122.73.

Insider Transactions at AGCO

In other AGCO news, SVP Kelvin Eugene Bennett sold 2,300 shares of the stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $137.04, for a total value of $315,192.00. Following the sale, the senior vice president owned 16,844 shares of the company’s stock, valued at $2,308,301.76. This trade represents a 12.01% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 16.60% of the stock is owned by corporate insiders.

AGCO Price Performance

Shares of AGCO opened at $137.76 on Friday. The company has a market cap of $9.97 billion, a P/E ratio of 14.13, a PEG ratio of 0.97 and a beta of 1.19. AGCO Corporation has a fifty-two week low of $73.79 and a fifty-two week high of $143.78. The company has a quick ratio of 0.67, a current ratio of 1.39 and a debt-to-equity ratio of 0.54. The firm’s 50 day moving average price is $116.30 and its 200 day moving average price is $111.05.

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

AGCO Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Monday, March 16th. Investors 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 yield of 0.8%. The ex-dividend date of this dividend is Friday, February 13th. AGCO’s payout ratio is presently 11.90%.

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.