Zacks Research Weighs in on AGCO’s Q2 Earnings (NYSE:AGCO)

AGCO Corporation (NYSE:AGCO) – Investment analysts at Zacks Research lowered their Q2 2026 EPS estimates for shares of AGCO in a research note issued on Tuesday, December 9th. Zacks Research analyst Team now anticipates that the industrial products company will post earnings per share of $1.44 for the quarter, down from their previous forecast of $1.55. Zacks Research has a “Hold” 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 Q4 2026 earnings at $1.96 EPS, FY2026 earnings at $5.40 EPS and Q1 2027 earnings at $1.40 EPS.

AGCO (NYSE:AGCO) last announced its quarterly earnings data on Friday, October 31st. The industrial products company reported $1.35 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.26 by $0.09. AGCO had a return on equity of 9.36% and a net margin of 3.73%.The firm had revenue of $2.48 billion for the quarter, compared to analysts’ expectations of $2.48 billion. During the same period last year, the business posted $0.68 earnings per share. The firm’s revenue for the quarter was down 4.7% on a year-over-year basis. AGCO has set its FY 2025 guidance at 5.000-5.000 EPS.

A number of other research analysts have also issued reports on the company. Truist Financial restated a “buy” rating and set a $123.00 price objective (down previously from $142.00) on shares of AGCO in a research report on Monday, November 3rd. Wells Fargo & Company began coverage on shares of AGCO in a report on Thursday, November 13th. They set an “equal weight” rating and a $114.00 price target for the company. Oppenheimer increased their price objective on shares of AGCO from $123.00 to $128.00 and gave the stock an “outperform” rating in a report on Wednesday, December 3rd. Barclays lifted their price objective on shares of AGCO from $110.00 to $116.00 and gave the company an “equal weight” rating in a research report on Monday, October 20th. Finally, Weiss Ratings restated a “hold (c-)” rating on shares of AGCO in a research report on Monday, December 1st. Three equities research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average price target of $114.20.

AGCO Stock Up 0.5%

NYSE:AGCO opened at $109.37 on Friday. The company has a current ratio of 1.58, a quick ratio of 0.73 and a debt-to-equity ratio of 0.61. The stock has a 50 day moving average of $106.47 and a 200-day moving average of $107.39. The firm has a market capitalization of $8.16 billion, a PE ratio of 21.74, a price-to-earnings-growth ratio of 1.74 and a beta of 1.18. AGCO has a 52 week low of $73.79 and a 52 week high of $121.16.

Institutional Trading of AGCO

Hedge funds and other institutional investors have recently modified their holdings of the company. Cullen Frost Bankers Inc. grew its holdings in AGCO by 1,721.4% during the third quarter. Cullen Frost Bankers Inc. now owns 255 shares of the industrial products company’s stock worth $27,000 after acquiring an additional 241 shares during the period. Pinnacle Bancorp Inc. acquired a new stake in AGCO in the 3rd quarter valued at about $29,000. EverSource Wealth Advisors LLC boosted its position in shares of AGCO by 951.9% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 284 shares of the industrial products company’s stock valued at $29,000 after purchasing an additional 257 shares in the last quarter. Caitong International Asset Management Co. Ltd acquired a new position in shares of AGCO in the 1st quarter worth approximately $32,000. Finally, SJS Investment Consulting Inc. raised its holdings in shares of AGCO by 3,725.0% in the 3rd quarter. SJS Investment Consulting Inc. now owns 306 shares of the industrial products company’s stock worth $33,000 after purchasing an additional 298 shares in the last quarter. Institutional investors own 78.80% of the company’s stock.

Insider Buying and Selling

In other AGCO news, SVP Kelvin Eugene Bennett sold 250 shares of the company’s stock in a transaction that occurred on Monday, November 10th. The stock was sold at an average price of $104.28, for a total value of $26,070.00. Following the completion of the sale, the senior vice president directly owned 17,130 shares in the company, valued at $1,786,316.40. This represents a 1.44% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 16.60% of the stock is currently owned by insiders.

AGCO Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Monday, December 15th. Investors of record on Friday, November 14th will be paid a dividend of $0.29 per share. This represents a $1.16 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date is Friday, November 14th. AGCO’s dividend payout ratio (DPR) is currently 23.06%.

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.