Eric Hansotia Sells 2,604 Shares of AGCO (NYSE:AGCO) Stock

AGCO Corporation (NYSE:AGCO) CEO Eric Hansotia sold 2,604 shares of the firm’s stock in a transaction on Friday, September 4th. The shares were sold at an average price of $129.75, for a total value of $337,869.00. Following the transaction, the chief executive officer owned 326,939 shares of the company’s stock, valued at $42,420,335.25. The trade was a 0.79% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink.

AGCO Trading Down 0.3%

Shares of NYSE AGCO opened at $126.97 on Thursday. The firm’s 50 day moving average price is $112.72 and its 200-day moving average price is $116.28. AGCO Corporation has a 52-week low of $98.22 and a 52-week high of $143.78. The company has a debt-to-equity ratio of 0.53, a quick ratio of 0.58 and a current ratio of 1.32. The company has a market cap of $8.89 billion, a PE ratio of 17.56, a P/E/G ratio of 1.06 and a beta of 1.10.

AGCO (NYSE:AGCO) last announced its quarterly 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 firm had revenue of $2.61 billion for the quarter, compared to the consensus estimate of $2.75 billion. AGCO had a net margin of 5.15% and a return on equity of 10.09%. AGCO’s revenue was down 1.0% on a year-over-year basis. During the same period last year, the business earned $1.35 EPS. AGCO has set its FY 2026 guidance at 5.500-5.750 EPS. On average, equities research analysts expect that AGCO Corporation will post 5.54 EPS for the current fiscal year.

AGCO Dividend Announcement

The firm 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 dividend of $0.30 per share. The ex-dividend date of this dividend is Friday, August 14th. This represents a $1.20 annualized dividend and a dividend yield of 0.9%. AGCO’s dividend payout ratio (DPR) is 16.60%.

Key AGCO News

Here are the key news stories impacting AGCO this week:

• Positive Sentiment: AGCO Power plans to showcase purpose-built diesel engines for forestry and other demanding off-road applications at INTERFORST 2026. The announcement may improve visibility for AGCO’s specialized engine business, although it is unlikely to materially affect near-term earnings. AGCO Power forestry engine announcement
• Positive Sentiment: AGCO’s previously announced quarterly dividend of $0.30 per share remains a modest support for the stock, with a roughly 0.9% yield and a reported payout ratio of 16.6%.
• Neutral Sentiment: CEO Eric Hansotia discussed tariff impacts on the agricultural industry in a CNBC interview, potentially offering investors insight into costs, pricing and demand. No specific change to earnings guidance was reported. CNBC interview with AGCO CEO
• Neutral Sentiment: AGCO presented at Citi’s 2026 Global TMT Conference. The event could provide additional management commentary, but the available report does not identify a material change to the company’s outlook. AGCO Citi conference transcript
• Negative Sentiment: Zacks Research added AGCO to its Rank #5 “Strong Sell” list and reduced its Q2 2027 EPS estimate to $1.62 from $1.64 and its Q2 2028 estimate to $2.52 from $2.53. The downgrade reinforces concerns about earnings momentum.
• Negative Sentiment: CEO Eric Hansotia sold 2,604 shares worth about $337,869, while SVP Kelvin Bennett sold 1,000 shares for approximately $132,890. The transactions are small relative to their remaining holdings, but multiple insider sales can weigh on investor sentiment.
• Negative Sentiment: AGCO’s latest reported quarter missed consensus estimates for both EPS and revenue, with sales declining 1% year over year. The analyst consensus remains “Hold,” with an average price target of $122.17, below the stock’s recent trading level.

Analysts Set New Price Targets

A number of analysts have recently commented on AGCO shares. DA Davidson set a $151.00 price target on shares of AGCO in a research note on Friday, July 31st. Zacks Research cut shares of AGCO from a “hold” rating to a “strong sell” rating in a report on Friday, August 21st. Truist Financial reaffirmed a “buy” rating and issued a $135.00 target price (down from $159.00) on shares of AGCO in a research report on Friday, July 31st. Sanford C. Bernstein reiterated a “market perform” rating and set a $108.00 target price on shares of AGCO in a research note on Friday, July 31st. Finally, Weiss Ratings cut AGCO from a “hold (c+)” rating to a “hold (c)” rating in a report on Friday, July 31st. Five research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and three have issued a Sell rating to the stock. Based on data from MarketBeat, AGCO has an average rating of “Hold” and a consensus price target of $122.17.

Institutional Trading of AGCO

A number of hedge funds and other institutional investors have recently bought and sold shares of AGCO. Northwestern Mutual Wealth Management Co. purchased a new position in shares of AGCO during the 2nd quarter valued at about $29,000. EverSource Wealth Advisors LLC boosted its holdings in AGCO by 951.9% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 284 shares of the industrial products company’s stock worth $29,000 after buying an additional 257 shares during the period. Advisory Services Network LLC bought a new position in AGCO in the 3rd quarter worth $33,000. Geneos Wealth Management Inc. increased its stake in AGCO by 109.2% in the 1st quarter. Geneos Wealth Management Inc. now owns 364 shares of the industrial products company’s stock worth $34,000 after buying an additional 190 shares in the last quarter. Finally, Elevation Wealth Partners LLC increased its stake in AGCO by 400.0% in the 2nd quarter. Elevation Wealth Partners LLC now owns 290 shares of the industrial products company’s stock worth $35,000 after buying an additional 232 shares in the last quarter. Hedge funds and other institutional investors own 78.80% of the company’s stock.

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.