Zacks Research Weighs in on AGCO’s Q3 Earnings (NYSE:AGCO)

AGCO Corporation (NYSE:AGCO) – Research analysts at Zacks Research increased their Q3 2025 EPS estimates for AGCO in a report released on Thursday, August 14th. Zacks Research analyst Team now expects that the industrial products company will post earnings of $1.17 per share for the quarter, up from their previous estimate of $1.06. The consensus estimate for AGCO’s current full-year earnings is $4.20 per share. Zacks Research also issued estimates for AGCO’s Q4 2025 earnings at $1.82 EPS, Q1 2026 earnings at $0.94 EPS, Q3 2026 earnings at $1.53 EPS and Q1 2027 earnings at $1.53 EPS.

A number of other research analysts have also recently commented on the company. Morgan Stanley upped their price target on AGCO from $75.00 to $84.00 and gave the company an “underweight” rating in a research report on Monday, May 12th. UBS Group reaffirmed a “neutral” rating and set a $119.00 price objective (up from $100.00) on shares of AGCO in a report on Friday, August 8th. Oppenheimer increased their target price on shares of AGCO from $108.00 to $115.00 and gave the stock an “outperform” rating in a research report on Tuesday, July 15th. The Goldman Sachs Group boosted their price target on shares of AGCO from $91.00 to $107.00 and gave the company a “neutral” rating in a research report on Tuesday, May 27th. Finally, Citigroup restated a “neutral” rating and set a $110.00 price target on shares of AGCO in a research note on Friday, May 30th. One analyst has rated the stock with a sell rating, five have issued a hold rating and four have given a buy rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus target price of $109.63.

AGCO Price Performance

Shares of NYSE AGCO opened at $112.20 on Monday. The company has a current ratio of 1.48, a quick ratio of 0.67 and a debt-to-equity ratio of 0.66. The stock has a fifty day simple moving average of $107.82 and a two-hundred day simple moving average of $99.24. AGCO has a 1-year low of $73.79 and a 1-year high of $121.16. The firm has a market cap of $8.37 billion, a price-to-earnings ratio of 83.73, a price-to-earnings-growth ratio of 1.76 and a beta of 1.21.

AGCO (NYSE:AGCO) last issued its quarterly earnings results on Thursday, July 31st. The industrial products company reported $1.35 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.06 by $0.29. The company had revenue of $2.64 billion during the quarter, compared to analyst estimates of $2.52 billion. AGCO had a net margin of 0.98% and a return on equity of 8.27%. AGCO’s quarterly revenue was down 18.8% compared to the same quarter last year. During the same quarter last year, the business posted $2.53 EPS.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of AGCO. Price T Rowe Associates Inc. MD raised its position in shares of AGCO by 128.2% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 6,504,328 shares of the industrial products company’s stock worth $608,026,000 after buying an additional 3,654,350 shares in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its stake in AGCO by 534.7% in the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 2,901,790 shares of the industrial products company’s stock worth $271,259,000 after acquiring an additional 2,444,615 shares during the last quarter. JPMorgan Chase & Co. raised its holdings in shares of AGCO by 78.7% in the 2nd quarter. JPMorgan Chase & Co. now owns 1,955,740 shares of the industrial products company’s stock valued at $201,755,000 after acquiring an additional 861,377 shares in the last quarter. Norges Bank purchased a new stake in shares of AGCO in the 2nd quarter valued at about $78,651,000. Finally, Lord Abbett & CO. LLC bought a new stake in shares of AGCO during the 4th quarter valued at about $62,022,000. 78.80% of the stock is owned by institutional investors.

Insider Activity

In related news, SVP Luis Fernando Sartini Felli sold 10,000 shares of the business’s stock in a transaction that occurred on Monday, August 11th. The shares were sold at an average price of $109.40, for a total transaction of $1,094,000.00. Following the completion of the transaction, the senior vice president owned 16,189 shares of the company’s stock, valued at approximately $1,771,076.60. The trade was a 38.18% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 16.90% of the company’s stock.

AGCO Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, September 15th. Stockholders of record on Friday, August 15th will be issued a $0.29 dividend. This represents a $1.16 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date of this dividend is Friday, August 15th. AGCO’s dividend payout ratio is presently 86.57%.

AGCO announced that its Board of Directors has authorized a share repurchase plan on Wednesday, July 9th that authorizes the company to repurchase $1.00 billion in outstanding shares. This repurchase authorization authorizes the industrial products company to repurchase up to 12.2% of its shares through open market purchases. Shares repurchase plans are usually a sign that the company’s board of directors believes its stock is undervalued.

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.