What is Zacks Research’s Estimate for AGCO FY2026 Earnings?

AGCO Corporation (NYSE:AGCO) – Zacks Research increased their FY2026 EPS estimates for AGCO in a research note issued to investors on Wednesday, July 29th. Zacks Research analyst Team now expects that the industrial products company will post earnings of $5.95 per share for the year, up from their previous forecast of $5.91. The consensus estimate for AGCO’s current full-year earnings is $6.20 per share. Zacks Research also issued estimates for AGCO’s Q1 2028 earnings at $2.00 EPS.

AGCO (NYSE:AGCO) last issued its earnings results on Thursday, July 30th. The industrial products company reported $1.43 earnings per share for the quarter, missing analysts’ consensus estimates of $1.48 by ($0.05). AGCO had a return on equity of 9.99% and a net margin of 7.43%.The business had revenue of $2.61 billion for the quarter, compared to analyst estimates of $2.74 billion. During the same period last year, the company posted $1.35 earnings per share. The firm’s revenue for the quarter was down 1.0% on a year-over-year basis. AGCO has set its FY 2026 guidance at 5.500-5.750 EPS.

A number of other brokerages have also recently issued reports on AGCO. JPMorgan Chase & Co. cut their target price on shares of AGCO from $143.00 to $130.00 and set an “overweight” rating on the stock in a report on Monday, July 13th. UBS Group reaffirmed a “neutral” rating and set a $123.00 target price on shares of AGCO in a report on Sunday, May 10th. Weiss Ratings cut AGCO from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Wednesday, May 27th. Oppenheimer set a $134.00 price target on AGCO in a report on Wednesday, May 6th. Finally, Truist Financial boosted their price objective on AGCO from $152.00 to $159.00 and gave the company a “buy” rating in a research report on Thursday, July 2nd. Four equities research analysts have rated the stock with a Buy rating, six have given a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, AGCO presently has a consensus rating of “Hold” and an average price target of $129.64.

AGCO Trading Down 7.7%

NYSE AGCO opened at $107.26 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 has a one year low of $99.21 and a one year high of $143.78. The company has a 50-day simple moving average of $115.14 and a 200-day simple moving average of $118.64. The firm has a market capitalization of $7.77 billion, a PE ratio of 10.34, a price-to-earnings-growth ratio of 0.86 and a beta of 1.07.

Institutional Investors Weigh In On AGCO

Several large investors have recently made changes to their positions in the company. Wedge Capital Management L L P NC boosted its position in shares of AGCO by 19.1% during the second quarter. Wedge Capital Management L L P NC now owns 111,374 shares of the industrial products company’s stock worth $13,331,000 after buying an additional 17,846 shares during the period. Gradient Investments LLC grew its holdings in AGCO by 9.4% in the 2nd quarter. Gradient Investments LLC now owns 21,742 shares of the industrial products company’s stock worth $2,603,000 after buying an additional 1,867 shares in the last quarter. Elevation Wealth Partners LLC increased its position in AGCO by 400.0% in the 2nd quarter. Elevation Wealth Partners LLC now owns 290 shares of the industrial products company’s stock valued at $35,000 after acquiring an additional 232 shares during the period. GAMMA Investing LLC increased its position in AGCO by 5.0% in the 2nd quarter. GAMMA Investing LLC now owns 1,963 shares of the industrial products company’s stock valued at $235,000 after acquiring an additional 94 shares during the period. Finally, Versant Capital Management Inc raised its stake in AGCO by 12.1% during the 2nd quarter. Versant Capital Management Inc now owns 3,449 shares of the industrial products company’s stock valued at $413,000 after acquiring an additional 372 shares in the last quarter. Institutional investors and hedge funds own 78.80% of the company’s stock.

Insider Transactions at AGCO

In other AGCO news, major shareholder & Farm Equipment Ltd Tractors sold 422,590 shares of the business’s stock in a transaction dated 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 transaction, the insider directly owned 3,149,820 shares of the company’s stock, valued at $388,309,809.60. The trade was a 11.83% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.62% of the stock is owned by insiders.

AGCO Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 15th. Investors of record on Friday, August 14th will be given a $0.30 dividend. The ex-dividend date is Friday, August 14th. This represents a $1.20 annualized dividend and a yield of 1.1%. AGCO’s dividend payout ratio (DPR) is currently 11.57%.

AGCO News Summary

Here are the key news stories impacting AGCO this week:

• Positive Sentiment: AGCO reported adjusted second-quarter EPS of $1.43, up from $1.35 a year earlier, and analysts continue to project earnings growth beyond 2026. Zacks Research modestly raised its FY2028 EPS estimate to $9.19 from $9.16. AGCO Reports Second-Quarter Results
• Positive Sentiment: The company’s valuation may provide some support, with the stock trading at roughly 10 times earnings and several analysts’ price targets remaining above its recent trading level. However, these targets may not yet reflect the reduced guidance.
• Neutral Sentiment: Management discussed the operating environment and outlook during the second-quarter earnings call, offering investors additional detail on demand trends, cost actions and the path to recovery. AGCO Q2 2026 Earnings Call Transcript
• Negative Sentiment: Second-quarter revenue fell 1.0% year over year to approximately $2.61 billion, below estimates ranging from roughly $2.75 billion to $2.81 billion. Adjusted EPS of $1.43 also missed consensus estimates of approximately $1.47 to $1.54. AGCO Lags Q2 Earnings and Revenue Estimates
• Negative Sentiment: AGCO cut its 2026 adjusted EPS outlook to approximately $5.50–$5.75 from expectations near $5.99, while revenue guidance of $10.1–$10.2 billion is below the roughly $10.6 billion consensus. The reduction reflects softer farm-equipment demand, margin pressure and tariff costs. AGCO Cuts 2026 Outlook
• Negative Sentiment: Zacks Research reduced several 2027 estimates, including FY2027 EPS to $7.63 from $7.97, suggesting analysts expect the demand weakness to persist beyond the current year.

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.