Analysts Issue Forecasts for AGCO’s Q1 Earnings (NYSE:AGCO)

AGCO Corporation (NYSE:AGCO) – Investment analysts at Zacks Research decreased their Q1 2026 earnings per share (EPS) estimates for shares of AGCO in a report issued on Thursday, September 4th. Zacks Research analyst Team now expects that the industrial products company will earn $0.92 per share for the quarter, down from their prior forecast of $0.94. Zacks Research currently has a “Strong-Buy” rating on the stock. The consensus estimate for AGCO’s current full-year earnings is $4.20 per share. Zacks Research also issued estimates for AGCO’s Q2 2026 earnings at $1.64 EPS, Q3 2026 earnings at $1.54 EPS, Q4 2026 earnings at $2.03 EPS, FY2026 earnings at $6.13 EPS, Q2 2027 earnings at $2.12 EPS and FY2027 earnings at $7.55 EPS.

AGCO (NYSE:AGCO) last issued its earnings results on Thursday, July 31st. The industrial products company reported $1.35 EPS for the quarter, beating analysts’ consensus estimates of $1.06 by $0.29. AGCO had a return on equity of 8.27% and a net margin of 0.98%.The firm had revenue of $2.64 billion for the quarter, compared to the consensus estimate of $2.52 billion. During the same quarter in the previous year, the company posted $2.53 earnings per share. The business’s quarterly revenue was down 18.8% compared to the same quarter last year. AGCO has set its FY 2025 guidance at 4.750-5.00 EPS.

A number of other research analysts also recently commented on AGCO. Oppenheimer boosted their target price on AGCO from $108.00 to $115.00 and gave the company an “outperform” rating in a research note on Tuesday, July 15th. JPMorgan Chase & Co. decreased their price target on AGCO from $137.00 to $135.00 and set an “overweight” rating for the company in a research note on Tuesday. Morgan Stanley upped their price target on AGCO from $75.00 to $84.00 and gave the stock an “underweight” rating in a research note on Monday, May 12th. UBS Group reiterated a “neutral” rating and set a $119.00 price target (up previously from $100.00) on shares of AGCO in a research note on Friday, August 8th. Finally, The Goldman Sachs Group boosted their price objective on AGCO from $91.00 to $107.00 and gave the stock a “neutral” rating in a research report on Tuesday, May 27th. One investment analyst has rated the stock with a Strong Buy rating, three have given a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average target price of $109.38.

AGCO Stock Performance

Shares of NYSE AGCO opened at $111.04 on Friday. The business’s 50-day moving average price is $110.70 and its two-hundred day moving average price is $100.51. The company has a debt-to-equity ratio of 0.66, a current ratio of 1.48 and a quick ratio of 0.67. AGCO has a one year low of $73.79 and a one year high of $121.16. The company has a market capitalization of $8.29 billion, a P/E ratio of 82.87, a price-to-earnings-growth ratio of 1.73 and a beta of 1.20.

AGCO Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, September 15th. Shareholders of record on Friday, August 15th will be given a $0.29 dividend. The ex-dividend date is Friday, August 15th. This represents a $1.16 dividend on an annualized basis and a dividend yield of 1.0%. AGCO’s dividend payout ratio (DPR) is currently 86.57%.

AGCO declared that its board has approved a stock buyback program on Wednesday, July 9th that authorizes the company to buyback $1.00 billion in shares. This buyback authorization authorizes the industrial products company to reacquire up to 12.2% of its stock through open market purchases. Stock buyback programs are generally a sign that the company’s board of directors believes its shares are undervalued.

Insider Activity at AGCO

In other AGCO news, SVP Luis Fernando Sartini Felli sold 10,000 shares of the firm’s stock in a transaction that occurred on Monday, August 11th. The stock was sold at an average price of $109.40, for a total value of $1,094,000.00. Following the completion of the sale, the senior vice president owned 16,189 shares in the company, valued at approximately $1,771,076.60. This trade represents a 38.18% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Corporate insiders own 16.60% of the company’s stock.

Institutional Trading of AGCO

Hedge funds have recently modified their holdings of the company. Citizens National Bank Trust Department lifted its position in shares of AGCO by 400.0% in the 1st quarter. Citizens National Bank Trust Department now owns 300 shares of the industrial products company’s stock worth $28,000 after acquiring an additional 240 shares during the period. EverSource Wealth Advisors LLC lifted its position 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 worth $29,000 after acquiring an additional 257 shares during the period. Caitong International Asset Management Co. Ltd bought a new stake in shares of AGCO in the 1st quarter worth approximately $32,000. Geneos Wealth Management Inc. lifted its position in shares of AGCO by 109.2% in the 1st quarter. Geneos Wealth Management Inc. now owns 364 shares of the industrial products company’s stock worth $34,000 after acquiring an additional 190 shares during the period. Finally, Quarry LP bought a new stake in shares of AGCO in the 1st quarter worth approximately $37,000. Institutional investors own 78.80% of the company’s stock.

About AGCO

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.