AGCO Corporation (NYSE:AGCO) Receives Average Rating of “Hold” from Analysts

AGCO Corporation (NYSE:AGCO) has been given an average rating of “Hold” by the thirteen ratings firms that are covering the company, MarketBeat.com reports. Two analysts have rated the stock with a sell recommendation, eight have given a hold recommendation and three have issued a buy recommendation on the company. The average twelve-month target price among brokerages that have issued a report on the stock in the last year is $118.5455.

A number of research firms have recently weighed in on AGCO. BMO Capital Markets raised their price target on shares of AGCO from $110.00 to $115.00 and gave the company a “market perform” rating in a research note on Friday. Weiss Ratings restated a “hold (c)” rating on shares of AGCO in a research report on Monday, December 22nd. 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 target price on the stock. Truist Financial set a $134.00 price target on AGCO in a research note on Wednesday, January 14th. Finally, JPMorgan Chase & Co. boosted their price objective on AGCO from $123.00 to $138.00 and gave the stock an “overweight” rating in a research report on Friday.

Institutional Investors Weigh In On AGCO

Several hedge funds have recently added to or reduced their stakes in the business. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its holdings in AGCO by 46.2% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 4,958 shares of the industrial products company’s stock worth $459,000 after acquiring an additional 1,567 shares during the last quarter. Jones Financial Companies Lllp lifted its holdings in shares of 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 purchasing an additional 149 shares during the period. Goldman Sachs Group Inc. grew its stake in shares of AGCO by 39.6% in the first quarter. Goldman Sachs Group Inc. now owns 215,242 shares of the industrial products company’s stock worth $19,925,000 after purchasing an additional 61,009 shares during the last quarter. Empowered Funds LLC grew its stake in shares of AGCO by 3.1% in the first quarter. Empowered Funds LLC now owns 5,876 shares of the industrial products company’s stock worth $544,000 after purchasing an additional 176 shares during the last quarter. Finally, Geneos Wealth Management Inc. increased its holdings in AGCO by 109.2% in the first quarter. Geneos Wealth Management Inc. now owns 364 shares of the industrial products company’s stock valued at $34,000 after purchasing an additional 190 shares during the period. 78.80% of the stock is currently owned by institutional investors and hedge funds.

AGCO Trading Up 6.6%

Shares of AGCO opened at $132.57 on Monday. The company has a debt-to-equity ratio of 0.54, a quick ratio of 0.67 and a current ratio of 1.39. AGCO has a 52-week low of $73.79 and a 52-week high of $132.89. The firm has a market cap of $9.89 billion, a price-to-earnings ratio of 13.60, a PEG ratio of 11.69 and a beta of 1.19. The business’s fifty day moving average is $109.94 and its 200-day moving average is $109.21.

AGCO (NYSE:AGCO) last announced its quarterly earnings data on Thursday, February 5th. The industrial products company reported $2.17 earnings per share for the quarter, topping the consensus estimate of $1.85 by $0.32. AGCO had a return on equity of 9.39% and a net margin of 7.21%.The business had revenue of $2.92 billion during the quarter, compared to the consensus estimate of $2.67 billion. During the same period in the prior year, the company earned $1.97 EPS. AGCO’s revenue for the quarter was up 1.1% on a year-over-year basis. AGCO has set its FY 2026 guidance at 5.500-6.000 EPS. Equities analysts anticipate that AGCO will post 4.2 EPS for the current fiscal year.

AGCO Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Monday, March 16th. Stockholders of record on Friday, February 13th will be issued a dividend of $0.29 per share. This represents a $1.16 annualized dividend and a dividend yield of 0.9%. The ex-dividend date is Friday, February 13th. AGCO’s payout ratio is 11.90%.

Key AGCO News

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

About AGCO

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.