Zacks Research Has Bullish Forecast for AGCO Q3 Earnings

AGCO Corporation (NYSE:AGCO) – Investment analysts at Zacks Research upped their Q3 2026 EPS estimates for AGCO in a research note issued on Thursday, February 19th. Zacks Research analyst Team now forecasts that the industrial products company will post earnings per share of $1.50 for the quarter, up from their prior forecast of $1.33. 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 $2.21 EPS, FY2026 earnings at $5.57 EPS, Q1 2027 earnings at $1.42 EPS and FY2028 earnings at $9.59 EPS.

A number of other equities analysts have also recently issued reports on AGCO. Citigroup increased their price target on AGCO from $120.00 to $130.00 and gave the stock a “neutral” rating in a report on Monday, February 9th. Barclays boosted their target price on shares of AGCO from $93.00 to $105.00 and gave the company an “underweight” rating in a research report on Friday, February 6th. Robert W. Baird set a $128.00 price target on shares of AGCO in a report on Friday, February 6th. Wall Street Zen downgraded shares of AGCO from a “buy” rating to a “hold” rating in a research note on Saturday. Finally, JPMorgan Chase & Co. increased their price objective on shares of AGCO from $123.00 to $138.00 and gave the stock an “overweight” rating in a research report on Friday, February 6th. Three investment 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’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus target price of $122.73.

AGCO Trading Down 1.9%

NYSE AGCO opened at $135.14 on Monday. The business has a 50 day simple moving average of $116.83 and a 200 day simple moving average of $111.21. AGCO has a one year low of $73.79 and a one year high of $143.78. The stock has a market capitalization of $9.78 billion, a P/E ratio of 13.86, a P/E/G ratio of 0.98 and a beta of 1.19. The company has a debt-to-equity ratio of 0.54, a current ratio of 1.39 and a quick ratio of 0.67.

AGCO (NYSE:AGCO) last issued its quarterly 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. AGCO had a return on equity of 9.39% and a net margin of 7.21%.The firm had revenue of $2.92 billion during the quarter, compared to the consensus estimate of $2.67 billion. During the same period last year, the business posted $1.97 EPS. The business’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.

Institutional Trading of AGCO

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Cullen Frost Bankers Inc. lifted its holdings 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 purchasing an additional 241 shares in the last quarter. Pinnacle Bancorp Inc. purchased a new stake in AGCO in the 3rd quarter valued at $29,000. EverSource Wealth Advisors LLC boosted its holdings in 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 acquiring an additional 257 shares during the last quarter. SJS Investment Consulting Inc. boosted its holdings in AGCO by 3,725.0% during the 3rd quarter. SJS Investment Consulting Inc. now owns 306 shares of the industrial products company’s stock worth $33,000 after acquiring an additional 298 shares during the last quarter. Finally, Advisory Services Network LLC bought a new stake in shares of AGCO in the 3rd quarter worth $33,000. 78.80% of the stock is owned by institutional investors.

Insider Activity at AGCO

In related news, SVP Kelvin Eugene Bennett sold 2,300 shares of the company’s 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 sale, the senior vice president owned 16,844 shares in the company, valued at $2,308,301.76. This represents a 12.01% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. 16.90% of the stock is currently owned by insiders.

AGCO Dividend Announcement

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 dividend of $0.29 per share. The ex-dividend date of this dividend is Friday, February 13th. This represents a $1.16 annualized dividend and a dividend yield of 0.9%. 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.