Zacks Research Has Pessimistic Outlook of AGCO Q2 Earnings

AGCO Corporation (NYSE:AGCO) – Investment analysts at Zacks Research lowered their Q2 2027 earnings per share (EPS) estimates for shares of AGCO in a note issued to investors on Monday, September 7th. Zacks Research analyst Team now expects that the industrial products company will earn $1.62 per share for the quarter, down from their prior estimate of $1.64. Zacks Research currently has a “Strong Sell” rating on the stock. The consensus estimate for AGCO’s current full-year earnings is $5.54 per share. Zacks Research also issued estimates for AGCO’s Q2 2028 earnings at $2.52 EPS.

AGCO (NYSE:AGCO) last posted its earnings results on Thursday, July 30th. The industrial products company reported $1.43 earnings per share for the quarter, missing the consensus estimate of $1.46 by ($0.03). The company had revenue of $2.61 billion during the quarter, compared to analyst estimates of $2.75 billion. AGCO had a return on equity of 10.09% and a net margin of 5.15%.The firm’s revenue for the quarter was down 1.0% compared to the same quarter last year. During the same quarter last year, the firm posted $1.35 earnings per share. AGCO has set its FY 2026 guidance at 5.500-5.750 EPS.

AGCO has been the subject of a number of other reports. Wells Fargo & Company reduced their price objective on shares of AGCO from $132.00 to $117.00 and set an “equal weight” rating for the company in a research note on Friday, July 31st. UBS Group lowered their target price on shares of AGCO from $123.00 to $114.00 and set a “neutral” rating on the stock in a research note on Tuesday, August 4th. Robert W. Baird upgraded shares of AGCO from a “neutral” rating to an “outperform” rating and lifted their target price for the stock from $120.00 to $150.00 in a report on Monday, August 31st. Wall Street Zen lowered shares of AGCO from a “buy” rating to a “hold” rating in a research report on Saturday, August 1st. Finally, Citigroup cut their target price on shares of AGCO from $125.00 to $115.00 and set a “neutral” rating for the company in a research report on Monday, August 3rd. Five equities research analysts have rated the stock with a Buy rating, six have given a Hold rating and three have assigned a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus price target of $122.17.

AGCO Trading Down 4.4%

Shares of AGCO stock opened at $127.48 on Wednesday. AGCO has a 12 month low of $98.22 and a 12 month high of $143.78. The company has a market cap of $8.93 billion, a PE ratio of 17.63, a price-to-earnings-growth ratio of 1.11 and a beta of 1.10. The company has a quick ratio of 0.58, a current ratio of 1.32 and a debt-to-equity ratio of 0.53. The business’s 50 day moving average is $112.51 and its two-hundred day moving average is $116.36.

AGCO Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 15th. Stockholders of record on Friday, August 14th will be given a $0.30 dividend. This represents a $1.20 annualized dividend and a dividend yield of 0.9%. The ex-dividend date of this dividend is Friday, August 14th. AGCO’s dividend payout ratio is currently 16.60%.

Insiders Place Their Bets

In other news, major shareholder & Farm Equipment Ltd Tractors sold 492,418 shares of the firm’s stock in a transaction on Wednesday, August 5th. The shares were sold at an average price of $115.33, for a total value of $56,790,567.94. Following the sale, the insider owned 3,017,565 shares in the company, valued at approximately $348,015,771.45. This trade represents a 14.03% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CEO Eric P. Hansotia sold 2,604 shares of the business’s stock in a transaction on Friday, September 4th. The stock was sold at an average price of $129.75, for a total transaction of $337,869.00. Following the transaction, the chief executive officer directly owned 326,939 shares in the company, valued at $42,420,335.25. This trade represents a 0.79% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 496,022 shares of company stock valued at $57,261,327 over the last ninety days. 0.62% of the stock is owned by insiders.

Institutional Trading of AGCO

Hedge funds and other institutional investors have recently bought and sold shares of the stock. GAMMA Investing LLC increased its holdings in shares of AGCO by 5.0% during the 2nd quarter. GAMMA Investing LLC now owns 1,963 shares of the industrial products company’s stock worth $235,000 after purchasing an additional 94 shares during the period. UMB Bank n.a. lifted its stake in shares of AGCO by 16.8% in the fourth quarter. UMB Bank n.a. now owns 759 shares of the industrial products company’s stock valued at $79,000 after buying an additional 109 shares during the period. EverSource Wealth Advisors LLC lifted its stake in shares of AGCO by 36.0% in the first quarter. EverSource Wealth Advisors LLC now owns 521 shares of the industrial products company’s stock valued at $60,000 after buying an additional 138 shares during the period. Jones Financial Companies Lllp grew its position in AGCO by 29.7% during the first quarter. Jones Financial Companies Lllp now owns 650 shares of the industrial products company’s stock worth $61,000 after buying an additional 149 shares in the last quarter. Finally, Cetera Investment Advisers grew its position in AGCO by 1.2% during the first quarter. Cetera Investment Advisers now owns 13,000 shares of the industrial products company’s stock worth $1,506,000 after buying an additional 155 shares in the last quarter. 78.80% of the stock is currently owned by institutional investors and hedge funds.

More AGCO News

Here are the key news stories impacting AGCO this week:

• Positive Sentiment: AGCO Power will showcase purpose-built diesel engines for forestry and other demanding off-road applications at INTERFORST 2026. The event may improve visibility for AGCO’s specialized-engine business, although it is unlikely to materially affect near-term earnings. AGCO Power announcement
• Neutral Sentiment: CEO Eric Hansotia discussed the impact of tariffs on the agricultural-equipment industry in a CNBC interview. The comments could provide insight into costs, pricing and demand, but no new guidance or specific financial impact was reported. CNBC interview with AGCO CEO
• Negative Sentiment: Zacks Research added AGCO to its Strong Sell list on September 9. The firm reduced its Q2 2027 EPS estimate from $1.64 to $1.62 and its Q2 2028 estimate from $2.53 to $2.52, signaling limited confidence in the company’s earnings outlook. Zacks Strong Sell list
• Negative Sentiment: CEO Eric Hansotia sold 2,604 shares worth approximately $337,869, reducing his direct ownership by 0.79%. SVP Kelvin Bennett separately sold 1,000 shares valued at $132,890, cutting his holdings by 6.65%. The transactions are modest relative to their remaining positions but may add to near-term investor caution.

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.