AGCO Corporation $AGCO Shares Sold by LSV Asset Management

LSV Asset Management cut its stake in AGCO Corporation (NYSE:AGCO) by 2.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 2,126,213 shares of the industrial products company’s stock after selling 63,683 shares during the quarter. LSV Asset Management’s holdings in AGCO were worth $221,807,000 at the end of the most recent reporting period.

Other large investors also recently bought and sold shares of the company. Jupiter Asset Management Ltd. lifted its holdings 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 acquiring an additional 30,030 shares during the period. WINTON GROUP Ltd purchased a new stake in shares of AGCO in the third quarter valued at approximately $4,873,000. SG Americas Securities LLC increased its position in shares of AGCO by 2,167.4% in the fourth quarter. SG Americas Securities LLC now owns 157,309 shares of the industrial products company’s stock valued at $16,410,000 after buying an additional 150,371 shares in the last quarter. Fox Run Management L.L.C. purchased a new stake in shares of AGCO in the third quarter valued at approximately $844,000. Finally, Illinois Municipal Retirement Fund purchased a new stake in shares of AGCO in the third quarter valued at approximately $821,000. 78.80% of the stock is owned by institutional investors and hedge funds.

AGCO Stock Up 0.9%

Shares of AGCO opened at $113.08 on Friday. The company has a debt-to-equity ratio of 0.47, a quick ratio of 0.57 and a current ratio of 1.29. AGCO Corporation has a one year low of $95.96 and a one year high of $143.78. The stock has a market capitalization of $8.19 billion, a price-to-earnings ratio of 10.90, a PEG ratio of 0.75 and a beta of 1.12. The stock has a 50 day moving average price of $116.49 and a 200 day moving average price of $115.43.

AGCO (NYSE:AGCO) last issued its quarterly earnings results on Tuesday, May 5th. The industrial products company reported $0.94 EPS for the quarter, topping 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 firm had revenue of $2.34 billion during the quarter, compared to analysts’ expectations of $2.26 billion. During the same period in the previous year, the business earned $0.41 earnings per share. The firm’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. Equities research analysts forecast that AGCO Corporation will post 5.97 earnings per share for the current fiscal year.

AGCO Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, June 15th. Investors of record on Friday, May 15th will be given a dividend of $0.30 per share. The ex-dividend date is Friday, May 15th. This is a positive change from AGCO’s previous quarterly dividend of $0.29. This represents a $1.20 annualized dividend and a dividend yield of 1.1%. AGCO’s dividend payout ratio (DPR) is presently 11.57%.

Insider Activity at AGCO

In related news, major shareholder & Farm Equipment Ltd Tractors sold 422,590 shares of the business’s stock in a transaction that occurred on Tuesday, May 5th. The stock was 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 directly owned 3,149,820 shares in the company, valued at approximately $388,309,809.60. The trade was a 11.83% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 0.62% of the company’s stock.

Analysts Set New Price Targets

A number of analysts have recently commented on AGCO shares. Wells Fargo & Company set a $132.00 price objective on AGCO in a research report on Monday, February 9th. Truist Financial boosted their price objective on AGCO from $134.00 to $152.00 and gave the company a “buy” rating in a research report on Monday, February 9th. Robert W. Baird set a $128.00 price objective on AGCO in a research report on Friday, February 6th. UBS Group restated a “neutral” rating and issued a $123.00 price objective on shares of AGCO in a research report on Sunday, May 10th. Finally, Morgan Stanley restated an “underweight” rating and issued a $108.00 price objective on shares of AGCO in a research report on Thursday, May 14th. Four investment analysts have rated the stock with a Buy rating, six have issued a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, AGCO presently has an average rating of “Hold” and a consensus target price of $124.73.

AGCO News Roundup

Here are the key news stories impacting AGCO this week:

• Positive Sentiment: Zacks Research raised AGCO’s FY2026 EPS estimate to $5.92 from $5.57, implying better near-term earnings power than previously expected.
• Positive Sentiment: The firm also increased FY2027 EPS forecasts to $7.94 from $7.40, pointing to a stronger outlook for next year.
• Positive Sentiment: Several quarterly estimates were lifted as well, including Q2 2026, Q1 2027, Q2 2027, Q3 2027, Q4 2027, and Q1 2028, which reinforces the view that AGCO’s earnings trajectory may be improving. Article Source
• Neutral Sentiment: AGCO’s current full-year consensus estimate remains around $5.97 to $5.98 per share, so the new forecasts are constructive but not dramatically above the market’s near-term expectations.
• Negative Sentiment: One near-term estimate was trimmed: Zacks lowered its Q3 2026 EPS forecast to $1.37 from $1.50, which suggests some quarter-to-quarter volatility remains. Article Source

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.