Sidoti Csr Issues Positive Forecast for AGM Earnings

Federal Agricultural Mortgage Co. (NYSE:AGM) – Investment analysts at Sidoti Csr boosted their Q2 2025 EPS estimates for Federal Agricultural Mortgage in a research note issued to investors on Monday, May 12th. Sidoti Csr analyst B. Mccarthy now anticipates that the credit services provider will earn $4.36 per share for the quarter, up from their prior estimate of $4.31. The consensus estimate for Federal Agricultural Mortgage’s current full-year earnings is $17.60 per share. Sidoti Csr also issued estimates for Federal Agricultural Mortgage’s Q3 2025 earnings at $4.45 EPS, Q4 2025 earnings at $4.40 EPS, FY2025 earnings at $17.39 EPS, Q1 2026 earnings at $4.39 EPS, Q2 2026 earnings at $4.67 EPS, Q3 2026 earnings at $4.77 EPS, Q4 2026 earnings at $4.75 EPS and FY2026 earnings at $18.58 EPS.

Federal Agricultural Mortgage (NYSE:AGM) last released its quarterly earnings results on Friday, May 9th. The credit services provider reported $4.19 earnings per share for the quarter, topping the consensus estimate of $4.00 by $0.19. Federal Agricultural Mortgage had a net margin of 12.75% and a return on equity of 19.43%. The firm had revenue of $96.79 million during the quarter, compared to the consensus estimate of $94.33 million.

Separately, Keefe, Bruyette & Woods restated a “market perform” rating and issued a $215.00 price objective (down from $230.00) on shares of Federal Agricultural Mortgage in a report on Monday.

Federal Agricultural Mortgage Stock Performance

Federal Agricultural Mortgage stock opened at $193.89 on Tuesday. The firm has a 50 day simple moving average of $181.72 and a 200-day simple moving average of $194.14. Federal Agricultural Mortgage has a 1-year low of $159.64 and a 1-year high of $217.60. The company has a debt-to-equity ratio of 1.58, a current ratio of 0.49 and a quick ratio of 0.49. The stock has a market cap of $2.11 billion, a price-to-earnings ratio of 11.79, a price-to-earnings-growth ratio of 1.69 and a beta of 0.97.

Federal Agricultural Mortgage Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, March 31st. Shareholders of record on Friday, March 14th were issued a dividend of $1.50 per share. The ex-dividend date was Friday, March 14th. This is a positive change from Federal Agricultural Mortgage’s previous quarterly dividend of $1.40. This represents a $6.00 dividend on an annualized basis and a yield of 3.09%. Federal Agricultural Mortgage’s dividend payout ratio is 37.08%.

Insiders Place Their Bets

In other news, Director Mitchell A. Johnson sold 2,500 shares of the firm’s stock in a transaction on Tuesday, February 25th. The shares were sold at an average price of $205.21, for a total value of $513,025.00. Following the sale, the director now directly owns 8,644 shares in the company, valued at approximately $1,773,835.24. This trade represents a 22.43% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Robert G. Sexton acquired 1,000 shares of Federal Agricultural Mortgage stock in a transaction dated Tuesday, March 11th. The stock was purchased at an average price of $195.62 per share, for a total transaction of $195,620.00. Following the completion of the acquisition, the director now directly owns 13,517 shares in the company, valued at approximately $2,644,195.54. This represents a 7.99% increase in their position. The disclosure for this purchase can be found here. 2.20% of the stock is owned by company insiders.

Institutional Inflows and Outflows

A number of hedge funds have recently modified their holdings of AGM. Versor Investments LP grew its position in Federal Agricultural Mortgage by 33.3% during the 1st quarter. Versor Investments LP now owns 2,400 shares of the credit services provider’s stock worth $450,000 after purchasing an additional 600 shares during the last quarter. Algert Global LLC grew its position in Federal Agricultural Mortgage by 70.5% during the 1st quarter. Algert Global LLC now owns 3,046 shares of the credit services provider’s stock worth $571,000 after purchasing an additional 1,260 shares during the last quarter. American Century Companies Inc. grew its position in Federal Agricultural Mortgage by 11.0% during the 1st quarter. American Century Companies Inc. now owns 244,550 shares of the credit services provider’s stock worth $45,856,000 after purchasing an additional 24,289 shares during the last quarter. Sei Investments Co. grew its position in Federal Agricultural Mortgage by 15.0% during the 1st quarter. Sei Investments Co. now owns 15,154 shares of the credit services provider’s stock worth $2,846,000 after purchasing an additional 1,980 shares during the last quarter. Finally, Russell Investments Group Ltd. grew its position in Federal Agricultural Mortgage by 9.5% during the 1st quarter. Russell Investments Group Ltd. now owns 41,214 shares of the credit services provider’s stock worth $7,728,000 after purchasing an additional 3,576 shares during the last quarter. 68.03% of the stock is owned by hedge funds and other institutional investors.

About Federal Agricultural Mortgage

Federal Agricultural Mortgage Corporation provides a secondary market for various loans made to borrowers in the United States. It operates through four segments: Corporate AgFinance, Farm & Ranch, Rural Utilities, and Renewable Energy. The company’s Agricultural Finance line of business engages in purchasing and retaining eligible loans and securities; guaranteeing the payment of principal and interest on securities that represent interests in or obligations secured by pools of eligible loans; servicing eligible loans; and issuing LTSPCs for eligible loans.