AGCO (NYSE:AGCO) Downgraded by Wall Street Zen to “Hold”

Wall Street Zen cut shares of AGCO (NYSE:AGCO) from a buy rating to a hold rating in a report released on Saturday morning.

Other equities analysts have also recently issued research reports about the company. Weiss Ratings reiterated a “hold (c)” rating on shares of AGCO in a report on Monday, December 22nd. Barclays lifted their target price on AGCO from $93.00 to $105.00 and gave the stock an “underweight” rating in a research note on Friday, February 6th. JPMorgan Chase & Co. increased their price target on AGCO from $123.00 to $138.00 and gave the company an “overweight” rating in a research note on Friday, February 6th. Robert W. Baird set a $128.00 price objective on shares of AGCO in a research report on Friday, February 6th. Finally, BMO Capital Markets increased their price objective on shares of AGCO from $110.00 to $115.00 and gave the company a “market perform” rating in a research report on Friday, February 6th. Three equities research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average price target of $122.73.

AGCO Trading Down 0.6%

NYSE AGCO opened at $137.76 on Friday. AGCO has a 12 month low of $73.79 and a 12 month high of $143.78. The company has a current ratio of 1.39, a quick ratio of 0.67 and a debt-to-equity ratio of 0.54. The stock has a 50 day moving average of $116.30 and a 200-day moving average of $111.05. The company has a market cap of $9.97 billion, a PE ratio of 14.13, a PEG ratio of 0.97 and a beta of 1.19.

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

AGCO Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, March 16th. Stockholders of record on Friday, February 13th will be given a $0.29 dividend. This represents a $1.16 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date of this dividend is Friday, February 13th. AGCO’s payout ratio is presently 11.90%.

Insider Buying and Selling

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

Institutional Inflows and Outflows

Several hedge funds have recently made changes to their positions in AGCO. Cullen Frost Bankers Inc. raised its position in shares of AGCO by 1,721.4% in the third quarter. Cullen Frost Bankers Inc. now owns 255 shares of the industrial products company’s stock valued at $27,000 after buying an additional 241 shares in the last quarter. Pinnacle Bancorp Inc. bought a new stake in shares of AGCO during the 3rd quarter valued at $29,000. EverSource Wealth Advisors LLC grew its holdings in shares of AGCO by 951.9% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 284 shares of the industrial products company’s stock worth $29,000 after purchasing an additional 257 shares in the last quarter. SJS Investment Consulting Inc. increased its position in shares of AGCO by 3,725.0% in the third quarter. SJS Investment Consulting Inc. now owns 306 shares of the industrial products company’s stock worth $33,000 after purchasing an additional 298 shares during the period. Finally, Advisory Services Network LLC acquired a new position in AGCO in the third quarter valued at about $33,000. 78.80% of the stock is owned by institutional investors.

AGCO News Summary

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

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.