Zacks Research Issues Negative Forecast for AGCO Earnings

AGCO Corporation (NYSE:AGCO) – Equities researchers at Zacks Research cut their Q2 2026 EPS estimates for shares of AGCO in a research note issued to investors on Tuesday, December 9th. Zacks Research analyst Team now forecasts that the industrial products company will earn $1.44 per share for the quarter, down from their prior forecast of $1.55. Zacks Research currently has a “Hold” rating on the stock. The consensus estimate for AGCO’s current full-year earnings is $4.20 per share. Zacks Research also issued estimates for AGCO’s Q4 2026 earnings at $1.96 EPS, FY2026 earnings at $5.40 EPS and Q1 2027 earnings at $1.40 EPS.

AGCO (NYSE:AGCO) last issued its earnings results on Friday, October 31st. The industrial products company reported $1.35 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.26 by $0.09. The firm had revenue of $2.48 billion for the quarter, compared to analysts’ expectations of $2.48 billion. AGCO had a net margin of 3.73% and a return on equity of 9.36%. AGCO’s revenue was down 4.7% on a year-over-year basis. During the same quarter last year, the company posted $0.68 earnings per share. AGCO has set its FY 2025 guidance at 5.000-5.000 EPS.

AGCO has been the topic of a number of other reports. Wells Fargo & Company started coverage on shares of AGCO in a research note on Thursday, November 13th. They set an “equal weight” rating and a $114.00 price objective on the stock. Oppenheimer lifted their price objective on AGCO from $123.00 to $128.00 and gave the company an “outperform” rating in a research report on Wednesday, December 3rd. Truist Financial reissued a “buy” rating and set a $123.00 target price (down from $142.00) on shares of AGCO in a research report on Monday, November 3rd. JPMorgan Chase & Co. upped their price target on AGCO from $135.00 to $136.00 and gave the stock an “overweight” rating in a report on Tuesday, October 14th. Finally, Weiss Ratings restated a “hold (c-)” rating on shares of AGCO in a research note on Monday, December 1st. Three investment analysts have rated the stock with a Buy rating, nine have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, AGCO has a consensus rating of “Hold” and an average price target of $114.20.

AGCO Trading Up 0.5%

NYSE:AGCO opened at $109.37 on Friday. AGCO has a 12-month low of $73.79 and a 12-month high of $121.16. The company has a debt-to-equity ratio of 0.61, a current ratio of 1.58 and a quick ratio of 0.73. The firm has a market capitalization of $8.16 billion, a P/E ratio of 21.74, a P/E/G ratio of 1.74 and a beta of 1.18. The business has a 50 day simple moving average of $106.47 and a 200 day simple moving average of $107.43.

Institutional Investors Weigh In On AGCO

A number of institutional investors have recently made changes to their positions in the company. Saranac Partners Ltd bought a new position in AGCO during the 3rd quarter worth $103,000. Allworth Financial LP grew its holdings in shares of AGCO by 64.3% during the third quarter. Allworth Financial LP now owns 396 shares of the industrial products company’s stock worth $42,000 after purchasing an additional 155 shares during the last quarter. Swiss Life Asset Management Ltd acquired a new stake in AGCO in the third quarter valued at $316,000. CIBC Private Wealth Group LLC acquired a new stake in shares of AGCO during the third quarter worth $50,000. Finally, Tweedy Browne Co LLC boosted its holdings in shares of AGCO by 97.5% during the 3rd quarter. Tweedy Browne Co LLC now owns 9,389 shares of the industrial products company’s stock worth $1,005,000 after buying an additional 4,634 shares in the last quarter. Institutional investors own 78.80% of the company’s stock.

Insiders Place Their Bets

In other AGCO news, SVP Kelvin Eugene Bennett sold 250 shares of the company’s stock in a transaction that occurred on Monday, November 10th. The stock was sold at an average price of $104.28, for a total value of $26,070.00. Following the sale, the senior vice president owned 17,130 shares in the company, valued at $1,786,316.40. This represents a 1.44% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. 16.60% of the stock is currently owned by company insiders.

AGCO Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, December 15th. Stockholders of record on Friday, November 14th will be issued a $0.29 dividend. This represents a $1.16 annualized dividend and a dividend yield of 1.1%. The ex-dividend date of this dividend is Friday, November 14th. AGCO’s dividend payout ratio is presently 23.06%.

AGCO Company Profile

AGCO Corporation manufactures and distributes agricultural equipment and related replacement parts worldwide. It offers horsepower tractors for row crop production, soil cultivation, planting, land leveling, seeding, and commercial hay operations; utility tractors for small- and medium-sized farms, as well as for dairy, livestock, orchards, and vineyards; and compact tractors for small farms, specialty agricultural industries, landscaping, equestrian, and residential uses.