Principal Financial Group Inc. Sells 19,951 Shares of AGCO Corporation $AGCO

Principal Financial Group Inc. lessened its position in AGCO Corporation (NYSE:AGCO) by 2.7% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 717,189 shares of the industrial products company’s stock after selling 19,951 shares during the period. Principal Financial Group Inc.’s holdings in AGCO were worth $74,820,000 as of its most recent filing with the SEC.

Other large investors have also made changes to their positions in the company. Jupiter Asset Management Ltd. boosted its position in AGCO by 520.4% in the third quarter. Jupiter Asset Management Ltd. now owns 35,801 shares of the industrial products company’s stock valued at $3,833,000 after buying an additional 30,030 shares in the last quarter. Allspring Global Investments Holdings LLC bought a new stake in AGCO during the third quarter worth about $1,126,000. SG Americas Securities LLC increased its holdings in shares of AGCO by 2,167.4% during the fourth quarter. SG Americas Securities LLC now owns 157,309 shares of the industrial products company’s stock worth $16,410,000 after buying an additional 150,371 shares in the last quarter. WINTON GROUP Ltd acquired a new stake in shares of AGCO during the third quarter worth approximately $4,873,000. Finally, Fox Run Management L.L.C. bought a new position in shares of AGCO in the third quarter valued at approximately $844,000. 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: Q1 beat, raised guidance and corporate actions — AGCO reported a better‑than‑expected quarter, raised FY‑2026 adjusted EPS guidance to about $6, and announced an enhanced buyback and dividend program that earlier pushed the stock higher. This is the key positive driver underpinning investor confidence. AGCO (AGCO) Is Up 5.1% After Raising Guidance, Boosting Buybacks And Dividend – What’s Changed
• Positive Sentiment: Buybacks and EPS outlook — management targets ~ $6 adjusted EPS for 2026, plans a $350M Q2 buyback, and flagged $135M of tariff costs. Buybacks + clear EPS guidance support valuation and cash‑return expectations despite the tariff headwind. AGCO targets 2026 adjusted EPS of about $6 as it sees $135M tariff costs and starts $350M in Q2 buybacks
• Positive Sentiment: Analyst upgrade/positive take — Truist Financial issued a Buy, lending support to the rally from guidance and capital return moves. This can encourage momentum buyers. Agco (AGCO) Receives a Buy from Truist Financial
• Positive Sentiment: Value appeal — Zacks highlights AGCO as a top‑ranked value stock, which may attract value investors given the company’s earnings beat and reasonable valuation metrics. Agco (AGCO) is a Top-Ranked Value Stock: Should You Buy?
• Neutral Sentiment: Analyst caution — BMO (TipRanks summary) maintained a Hold, citing regional weakness and a soft agriculture cycle that offset positives from buybacks and EPS outlook — a reminder of uneven end‑market dynamics. Analyst Maintains Hold on AGCO as Regional Weakness, Soft Ag Cycle Offset Buyback and EPS Outlook Boost
• Neutral Sentiment: Unrelated item flagged — a TMCNet piece refers to enforcement actions by the Alcohol and Gaming Commission (also “AGCO”); this is not AGCO Corporation (the farm‑equipment maker) and is not relevant to AGCO investor fundamentals. AGCO takes enforcement action against two companies for allowing their games on unregulated gaming websites
• Negative Sentiment: Barclays downgrade — Barclays issued a Sell, which can increase short‑term selling pressure and counteract buyback/news momentum. Analyst downgrades often move price quickly. Agco (AGCO) Receives a Sell from Barclays
• Negative Sentiment: Large insider selling — Farm Equipment Ltd Tractors (a ≥10% holder) disclosed the sale of 422,590 shares (~$52M), and filings show other sizable insider sales. Big block selling by major shareholders can weigh on sentiment and supply. SEC filing: insider sale
• Negative Sentiment: Additional insider/institutional flow data — QuiverQuant highlights multiple recent insider sales and mixed institutional repositioning; continued disclosures like these can prolong downward pressure. Insider Sale: 10% owner at $AGCO Sells 309,089 Shares

Analyst Upgrades and Downgrades

Several research analysts have recently commented on AGCO shares. Wells Fargo & Company set a $132.00 target price on AGCO in a report on Monday, February 9th. Wall Street Zen upgraded AGCO from a “hold” rating to a “buy” rating in a research report on Saturday, March 7th. Barclays boosted their price objective on AGCO from $93.00 to $105.00 and gave the stock an “underweight” rating in a research note on Friday, February 6th. Weiss Ratings cut AGCO from a “buy (b-)” rating to a “hold (c+)” rating in a report on Wednesday, April 29th. Finally, Robert W. Baird set a $128.00 price target on AGCO in a report on Friday, February 6th. Three analysts have rated the stock with a Buy rating, seven have given a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Hold” and an average price target of $122.91.

Insider Transactions at AGCO

In other news, major shareholder & Farm Equipment Ltd Tractors sold 422,590 shares of AGCO stock in a transaction that occurred on Tuesday, May 5th. The shares were sold at an average price of $123.28, for a total transaction of $52,096,895.20. Following the completion of the sale, the insider owned 3,149,820 shares in the company, valued at $388,309,809.60. The trade was a 11.83% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, SVP Kelvin Eugene Bennett sold 2,300 shares of the business’s stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $137.04, for a total transaction of $315,192.00. Following the sale, the senior vice president directly owned 16,844 shares of the company’s stock, valued at approximately $2,308,301.76. This trade represents a 12.01% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 0.62% of the company’s stock.

AGCO Stock Down 1.9%

NYSE:AGCO opened at $117.92 on Friday. The company has a market cap of $8.54 billion, a price-to-earnings ratio of 11.37, a P/E/G ratio of 0.82 and a beta of 1.12. The company has a debt-to-equity ratio of 0.47, a quick ratio of 0.67 and a current ratio of 1.29. The stock’s fifty day moving average price is $119.72 and its two-hundred day moving average price is $114.92. AGCO Corporation has a 52-week low of $95.26 and a 52-week high of $143.78.

AGCO (NYSE:AGCO) last released its earnings results on Tuesday, May 5th. The industrial products company reported $0.94 EPS for the quarter, beating the consensus estimate of $0.44 by $0.50. AGCO had a return on equity of 9.99% and a net margin of 7.43%.The company had revenue of $2.34 billion during the quarter, compared to analysts’ expectations of $2.26 billion. During the same period last year, the firm earned $0.41 EPS. The business’s revenue for the quarter was up 14.3% on a year-over-year basis. AGCO has set its FY 2026 guidance at 6.000-6.000 EPS. On average, analysts anticipate that AGCO Corporation will post 6.01 EPS for the current year.

AGCO Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, June 15th. Shareholders of record on Friday, May 15th will be issued a dividend of $0.30 per share. The ex-dividend date of this dividend is Friday, May 15th. This represents a $1.20 annualized dividend and a yield of 1.0%. This is an increase from AGCO’s previous quarterly dividend of $0.29. AGCO’s dividend payout ratio (DPR) is presently 11.90%.

AGCO 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.