AGCO (NYSE:AGCO) Shares Gap Up After Better-Than-Expected Earnings

AGCO Corporation (NYSE:AGCO) gapped up prior to trading on Thursday following a stronger than expected earnings report. The stock had previously closed at $121.68, but opened at $127.79. AGCO shares last traded at $122.2040, with a volume of 258,792 shares traded.

The industrial products company reported $2.17 EPS for the quarter, topping analysts’ consensus estimates of $1.85 by $0.32. The business had revenue of $2.92 billion during the quarter, compared to the consensus estimate of $2.67 billion. AGCO had a return on equity of 9.39% and a net margin of 7.21%.The business’s revenue for the quarter was up 1.1% on a year-over-year basis. During the same period in the previous year, the company posted $1.97 earnings per share. AGCO has set its FY 2026 guidance at 5.500-6.000 EPS.

AGCO Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Monday, March 16th. Stockholders of record on Friday, February 13th will be issued a $0.29 dividend. This represents a $1.16 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date is Friday, February 13th. AGCO’s dividend payout ratio (DPR) is presently 23.06%.

AGCO News Summary

Here are the key news stories impacting AGCO this week:

• Positive Sentiment: Q4 beat on both EPS and revenue — AGCO reported $2.17 EPS and $2.92B revenue, topping consensus and showing modest top-line growth versus the year-ago quarter. AGCO Reports Fourth Quarter and 2025 Full Year Results (press release)
• Positive Sentiment: 2026 revenue guidance tops Street — management set 2026 net sales guidance of $10.4B–$10.7B, above consensus, which investors view as evidence of recovery potential and supports share strength. Agco outlines $10.4B-$10.7B 2026 sales target while advancing precision ag and cost savings
• Positive Sentiment: Strong cash generation and cost discipline — AGCO reported record free cash flow (~$740M) and emphasized strategic cost actions and margin discipline that underpin the outlook. PR Newswire: AGCO Reports Fourth Quarter and 2025 Full Year Results
• Neutral Sentiment: EPS guidance slightly below consensus — AGCO set FY26 EPS guidance of $5.50–$6.00 versus a Street consensus near $5.86, leaving mixed reactions on near-term profitability despite higher revenue targets. AGCO Q4 Deep Dive: Mixed Margins and Strategic Cost Actions Shape Outlook
• Neutral Sentiment: Precision agriculture and tariff narrative under scrutiny — analysts are parsing updates on precision-tech roadmap and tariff exposure; these topics could affect medium-term margin and sales trajectories but are not immediate negatives. Looking At The Narrative For AGCO After Tariff Questions And Precision Tech Updates
• Negative Sentiment: 2025 full-year sales decline — reported net sales for the full year were down ~13.5% versus 2024, reflecting a soft demand backdrop that could pressure recovery timing if end-market conditions don’t improve. AGCO Reports Fourth Quarter and 2025 Full Year Results
• Negative Sentiment: Margins mixed and demand still uneven — commentary and analyst notes highlight margin pressure in parts of the business and weak end-market demand, which could limit upside to estimates if conditions persist. Agco: Q4 Earnings Snapshot

Wall Street Analyst Weigh In

AGCO has been the topic of a number of recent analyst reports. Citigroup increased their price objective on AGCO from $115.00 to $120.00 and gave the company a “neutral” rating in a report on Tuesday, January 13th. Barclays upped their price target on AGCO from $93.00 to $105.00 and gave the company an “underweight” rating in a report on Friday. Oppenheimer raised their price objective on shares of AGCO from $128.00 to $132.00 and gave the stock an “outperform” rating in a report on Friday. Wells Fargo & Company initiated coverage on shares of AGCO in a research report on Thursday, November 13th. They set an “equal weight” rating and a $114.00 price objective for the company. Finally, BMO Capital Markets increased their target price on shares of AGCO from $110.00 to $115.00 and gave the company a “market perform” rating in a research report on Friday. Three investment analysts have rated the stock with a Buy rating, eight have given a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus target price of $118.55.

Insider Buying and Selling

In related news, SVP Kelvin Eugene Bennett sold 250 shares of the stock in a transaction on Monday, November 10th. The shares were sold at an average price of $104.28, for a total transaction of $26,070.00. Following the completion of 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 position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 16.60% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On AGCO

Several hedge funds have recently made changes to their positions in AGCO. Cullen Frost Bankers Inc. grew its holdings in shares of AGCO by 1,721.4% during the third quarter. Cullen Frost Bankers Inc. now owns 255 shares of the industrial products company’s stock worth $27,000 after buying an additional 241 shares during the last quarter. Pinnacle Bancorp Inc. acquired a new stake in AGCO during the 3rd quarter worth approximately $29,000. EverSource Wealth Advisors LLC grew its stake in shares of AGCO by 951.9% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 284 shares of the industrial products company’s stock valued at $29,000 after purchasing an additional 257 shares during the last quarter. SJS Investment Consulting Inc. grew its stake in shares of AGCO by 3,725.0% in the 3rd quarter. SJS Investment Consulting Inc. now owns 306 shares of the industrial products company’s stock valued at $33,000 after purchasing an additional 298 shares during the last quarter. Finally, Advisory Services Network LLC acquired a new position in shares of AGCO in the third quarter valued at approximately $33,000. Institutional investors and hedge funds own 78.80% of the company’s stock.

AGCO Price Performance

The company has a debt-to-equity ratio of 0.54, a current ratio of 1.39 and a quick ratio of 0.73. The company has a 50 day moving average price of $109.94 and a 200 day moving average price of $109.23. The firm has a market cap of $9.89 billion, a PE ratio of 13.60, a PEG ratio of 10.85 and a beta of 1.19.

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.