American Century Companies Inc. Purchases 76,631 Shares of Alamo Group, Inc. $ALG

American Century Companies Inc. grew its position in shares of Alamo Group, Inc. (NYSE:ALG) by 49.9% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 230,351 shares of the industrial products company’s stock after acquiring an additional 76,631 shares during the quarter. American Century Companies Inc.’s holdings in Alamo Group were worth $43,974,000 at the end of the most recent reporting period.

Several other hedge funds also recently made changes to their positions in ALG. Bank of Montreal Can raised its holdings in shares of Alamo Group by 2.4% in the second quarter. Bank of Montreal Can now owns 1,947 shares of the industrial products company’s stock valued at $425,000 after purchasing an additional 45 shares during the last quarter. Hudson Edge Investment Partners Inc. boosted its holdings in Alamo Group by 1.5% during the third quarter. Hudson Edge Investment Partners Inc. now owns 4,372 shares of the industrial products company’s stock worth $835,000 after purchasing an additional 65 shares during the last quarter. PNC Financial Services Group Inc. grew its position in Alamo Group by 4.6% in the third quarter. PNC Financial Services Group Inc. now owns 1,649 shares of the industrial products company’s stock valued at $315,000 after purchasing an additional 73 shares in the last quarter. Amalgamated Bank grew its position in Alamo Group by 3.2% in the third quarter. Amalgamated Bank now owns 3,054 shares of the industrial products company’s stock valued at $583,000 after purchasing an additional 94 shares in the last quarter. Finally, Louisiana State Employees Retirement System increased its stake in Alamo Group by 2.0% in the 3rd quarter. Louisiana State Employees Retirement System now owns 5,000 shares of the industrial products company’s stock valued at $954,000 after buying an additional 100 shares during the last quarter. 92.36% of the stock is owned by institutional investors.

Alamo Group Stock Performance

NYSE:ALG opened at $168.34 on Friday. The stock has a 50 day simple moving average of $194.76 and a 200 day simple moving average of $188.28. The stock has a market cap of $2.04 billion, a P/E ratio of 19.60, a PEG ratio of 1.04 and a beta of 1.11. Alamo Group, Inc. has a 1-year low of $156.29 and a 1-year high of $233.29. The company has a current ratio of 4.57, a quick ratio of 2.72 and a debt-to-equity ratio of 0.17.

Alamo Group (NYSE:ALG) last issued its quarterly earnings data on Monday, March 2nd. The industrial products company reported $1.70 EPS for the quarter, missing analysts’ consensus estimates of $2.06 by ($0.36). The firm had revenue of $373.65 million during the quarter, compared to analyst estimates of $405.18 million. Alamo Group had a net margin of 6.47% and a return on equity of 10.04%. Research analysts anticipate that Alamo Group, Inc. will post 9.53 earnings per share for the current year.

Alamo Group Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, January 29th. Stockholders of record on Friday, January 16th were given a $0.34 dividend. The ex-dividend date of this dividend was Friday, January 16th. This is a boost from Alamo Group’s previous quarterly dividend of $0.30. This represents a $1.36 dividend on an annualized basis and a dividend yield of 0.8%. Alamo Group’s dividend payout ratio (DPR) is presently 15.83%.

Alamo Group News Summary

Here are the key news stories impacting Alamo Group this week:

• Positive Sentiment: Balance sheet and liquidity remain healthy — Alamo reports a low debt/equity (~0.17) and strong current and quick ratios (current ~4.57, quick ~2.72), which supports cash flow stability and reduces refinancing risk during near‑term earnings volatility.
• Neutral Sentiment: Street expectations and valuation context — Consensus expectations still show multi‑year earnings in the mid/high single digits per share (consensus ~9.53 EPS for the current year) and the stock trades around a mid‑teens P/E (~19.6), so investors will be watching whether management can restore growth to match those multiples. MarketBeat ALG page
• Negative Sentiment: Q4 results missed expectations — Alamo reported Q4 EPS of $1.70 vs. analysts’ ~$2.06 estimate and revenue of $373.7M vs. ~$405.2M consensus, prompting the initial selloff as results implied softer demand/margin pressure. Earnings Summary Earnings Call Transcript
• Negative Sentiment: Analyst cuts followed — Sidoti trimmed numerous quarterly and full‑year EPS forecasts across 2026–2027 (multiple Qs and FY2026/FY2027 reductions), lowering near‑term earnings expectations and increasing pressure on the share price. Sidoti estimate changes (via MarketBeat)
• Negative Sentiment: Market reaction and headlines — Coverage highlighted the disappointing quarter and drove additional selling interest; short‑term momentum is negative until there’s evidence of revenue recovery or margin improvement. Article on price reaction

Analyst Ratings Changes

Several brokerages have commented on ALG. Zacks Research raised shares of Alamo Group from a “strong sell” rating to a “hold” rating in a research report on Monday, January 12th. DA Davidson lowered their target price on Alamo Group from $225.00 to $190.00 and set a “neutral” rating on the stock in a research report on Tuesday, November 11th. Wall Street Zen lowered Alamo Group from a “buy” rating to a “hold” rating in a report on Saturday, November 8th. Weiss Ratings reissued a “hold (c)” rating on shares of Alamo Group in a research report on Monday, December 29th. Finally, CJS Securities upgraded Alamo Group to a “strong-buy” rating in a research note on Thursday, December 11th. One investment analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $225.00.

About Alamo Group

Alamo Group, Inc engages in the design, manufacture and marketing of equipment for vegetation management, roadside maintenance, agricultural harvesting and industrial applications. The company offers a broad portfolio of products, including boom mowers, flail mowers, rotary cutters, snow removal equipment, slurry seal machines, railcar movers and tow tractors. These offerings are distributed under a variety of brand names and through a network of independent dealerships and distributors, meeting the needs of municipalities, highway departments, agricultural producers and industrial operators.

The company operates through two primary segments: Agricultural and Industrial.