JPMorgan Chase & Co. Forecasts Strong Price Appreciation for AGCO (NYSE:AGCO) Stock

Posted by Defense World Staff on Feb 8th, 2026

AGCO (NYSE:AGCO – Get Free Report) had its price target hoisted by research analysts at JPMorgan Chase & Co. from $123.00 to $138.00 in a research report issued on Friday,Benzinga reports. The brokerage currently has an “overweight” rating on the industrial products company’s stock. JPMorgan Chase & Co.‘s target price would indicate a potential upside of 4.09% from the company’s current price.

Other research analysts have also issued research reports about the stock. Weiss Ratings reissued a “hold (c)” rating on shares of AGCO in a research report on Monday, December 22nd. Wells Fargo & Company assumed coverage on AGCO in a research report on Thursday, November 13th. They set an “equal weight” rating and a $114.00 price objective for the company. Barclays raised their target price on AGCO from $93.00 to $105.00 and gave the company an “underweight” rating in a report on Friday. Truist Financial set a $134.00 price target on AGCO in a report on Wednesday, January 14th. Finally, Oppenheimer increased their price objective on AGCO from $128.00 to $132.00 and gave the company an “outperform” rating in a research report on Friday. Three equities research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, AGCO presently has an average rating of “Hold” and a consensus price target of $118.55.

Check Out Our Latest Analysis on AGCO

AGCO Stock Up 6.6%

Shares of AGCO stock opened at $132.57 on Friday. AGCO has a 12-month low of $73.79 and a 12-month high of $132.89. The company has a quick ratio of 0.73, a current ratio of 1.39 and a debt-to-equity ratio of 0.54. The stock has a 50 day moving average price of $109.94 and a two-hundred day moving average price of $109.23. The stock has a market capitalization of $9.89 billion, a P/E ratio of 13.60, a PEG ratio of 11.57 and a beta of 1.19.

AGCO (NYSE:AGCO – Get Free Report) last released its quarterly earnings results on Thursday, February 5th. The industrial products company reported $2.17 EPS for the quarter, beating analysts’ consensus estimates of $1.85 by $0.32. The company had revenue of $2.92 billion for the quarter, compared to analyst estimates of $2.67 billion. AGCO had a net margin of 7.21% and a return on equity of 9.39%. The company’s quarterly revenue was up 1.1% compared to the same quarter last year. During the same quarter last year, the firm posted $1.97 earnings per share. AGCO has set its FY 2026 guidance at 5.500-6.000 EPS. Equities analysts expect that AGCO will post 4.2 earnings per share for the current year.

Insider Activity

In related news, SVP Kelvin Eugene Bennett sold 250 shares of the company’s stock in a transaction 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 transaction, the senior vice president directly owned 17,130 shares in the company, valued at approximately $1,786,316.40. This represents a 1.44% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Corporate insiders own 16.60% of the company’s stock.

Institutional Investors Weigh In On AGCO

Several institutional investors and hedge funds have recently bought and sold shares of AGCO. KLP Kapitalforvaltning AS lifted its holdings in shares of AGCO by 0.7% during the 3rd quarter. KLP Kapitalforvaltning AS now owns 14,300 shares of the industrial products company’s stock worth $1,531,000 after acquiring an additional 100 shares during the period. Signaturefd LLC increased its stake in AGCO by 30.1% in the fourth quarter. Signaturefd LLC now owns 506 shares of the industrial products company’s stock valued at $53,000 after acquiring an additional 117 shares during the period. Choreo LLC raised its position in AGCO by 2.0% in the fourth quarter. Choreo LLC now owns 6,533 shares of the industrial products company’s stock worth $684,000 after purchasing an additional 128 shares in the last quarter. Quantum Portfolio Management LLC lifted its stake in AGCO by 5.5% during the second quarter. Quantum Portfolio Management LLC now owns 2,495 shares of the industrial products company’s stock worth $257,000 after purchasing an additional 129 shares during the period. Finally, Gateway Investment Advisers LLC boosted its holdings in AGCO by 6.1% during the fourth quarter. Gateway Investment Advisers LLC now owns 2,367 shares of the industrial products company’s stock valued at $247,000 after purchasing an additional 137 shares in the last quarter. Institutional investors own 78.80% of the company’s stock.

AGCO News Summary

Here are the key news stories impacting AGCO this week:

Positive Sentiment: Q4 beat on both EPS and revenue — AGCO reported $2.17 EPS and $2.92B revenue, topping consensus and showing modest top-line growth versus the year-ago quarter. AGCO Reports Fourth Quarter and 2025 Full Year Results (press release)
Positive Sentiment: 2026 revenue guidance tops Street — management set 2026 net sales guidance of $10.4B–$10.7B, above consensus, which investors view as evidence of recovery potential and supports share strength. Agco outlines $10.4B-$10.7B 2026 sales target while advancing precision ag and cost savings
Positive Sentiment: Strong cash generation and cost discipline — AGCO reported record free cash flow (~$740M) and emphasized strategic cost actions and margin discipline that underpin the outlook. PR Newswire: AGCO Reports Fourth Quarter and 2025 Full Year Results
Neutral Sentiment: EPS guidance slightly below consensus — AGCO set FY26 EPS guidance of $5.50–$6.00 versus a Street consensus near $5.86, leaving mixed reactions on near-term profitability despite higher revenue targets. AGCO Q4 Deep Dive: Mixed Margins and Strategic Cost Actions Shape Outlook
Neutral Sentiment: Precision agriculture and tariff narrative under scrutiny — analysts are parsing updates on precision-tech roadmap and tariff exposure; these topics could affect medium-term margin and sales trajectories but are not immediate negatives. Looking At The Narrative For AGCO After Tariff Questions And Precision Tech Updates
Negative Sentiment: 2025 full-year sales decline — reported net sales for the full year were down ~13.5% versus 2024, reflecting a soft demand backdrop that could pressure recovery timing if end-market conditions don’t improve. AGCO Reports Fourth Quarter and 2025 Full Year Results
Negative Sentiment: Margins mixed and demand still uneven — commentary and analyst notes highlight margin pressure in parts of the business and weak end-market demand, which could limit upside to estimates if conditions persist. Agco: Q4 Earnings Snapshot

AGCO Company Profile

(Get Free Report)

AGCO Corporation is a global leader in the design, manufacture and distribution of agricultural machinery and precision farming solutions. Headquartered in Duluth, Georgia, the company markets a diverse portfolio of well-known brands, including Massey Ferguson, Fendt, Challenger, Valtra and GSI, serving farmers and producers in North America, South America, Europe, the Middle East, Africa and Asia Pacific. Through an extensive dealer network, AGCO provides equipment tailored to a broad range of crop and livestock operations.

The company’s product offerings span tractors, combine harvesters, hay and forage tools, application equipment, seeding and tillage implements, as well as grain storage and protein solutions.