AGCO Corporation (NYSE:AGCO) Given Consensus Rating of “Hold” by Analysts

Shares of AGCO Corporation (NYSE:AGCO) have been assigned an average recommendation of “Hold” from the thirteen research firms that are covering the company, MarketBeat reports. Two investment analysts have rated the stock with a sell recommendation, eight have issued a hold recommendation and three have given a buy recommendation to the company. The average 1-year price objective among brokerages that have covered the stock in the last year is $118.5455.

AGCO has been the subject of several research reports. Truist Financial set a $134.00 price target on AGCO in a report on Wednesday, January 14th. Wells Fargo & Company assumed coverage on AGCO in a report on Thursday, November 13th. They set an “equal weight” rating and a $114.00 target price for the company. Oppenheimer boosted their target price on shares of AGCO from $128.00 to $132.00 and gave the company an “outperform” rating in a research report on Friday. Barclays raised their price target on shares of AGCO from $93.00 to $105.00 and gave the stock an “underweight” rating in a research report on Friday. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of AGCO in a report on Monday, December 22nd.

AGCO Stock Performance

NYSE AGCO opened at $132.57 on Monday. The stock has a market cap of $9.89 billion, a PE ratio of 13.60, a P/E/G ratio of 11.69 and a beta of 1.19. The company has a debt-to-equity ratio of 0.54, a quick ratio of 0.67 and a current ratio of 1.39. The firm has a 50-day moving average of $109.94 and a 200-day moving average of $109.21. AGCO has a 52-week low of $73.79 and a 52-week high of $132.89.

AGCO (NYSE:AGCO) last released its quarterly earnings results on Thursday, February 5th. The industrial products company reported $2.17 earnings per share for the quarter, beating the consensus estimate of $1.85 by $0.32. The firm had revenue of $2.92 billion for the quarter, compared to analysts’ expectations of $2.67 billion. AGCO had a net margin of 7.21% and a return on equity of 9.39%. The business’s revenue was up 1.1% on a year-over-year basis. During the same period in the prior year, the firm earned $1.97 EPS. AGCO has set its FY 2026 guidance at 5.500-6.000 EPS. On average, sell-side analysts anticipate that AGCO will post 4.2 EPS for the current year.

AGCO Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Monday, March 16th. Investors of record on Friday, February 13th will be paid a $0.29 dividend. This represents a $1.16 annualized dividend and a dividend yield of 0.9%. The ex-dividend date is Friday, February 13th. AGCO’s payout ratio is 11.90%.

Key AGCO News

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

Institutional Trading of AGCO

A number of institutional investors have recently modified their holdings of AGCO. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its position in shares of AGCO by 46.2% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 4,958 shares of the industrial products company’s stock worth $459,000 after purchasing an additional 1,567 shares during the period. Jones Financial Companies Lllp grew its stake in AGCO by 29.7% during the first quarter. Jones Financial Companies Lllp now owns 650 shares of the industrial products company’s stock worth $61,000 after buying an additional 149 shares in the last quarter. Goldman Sachs Group Inc. increased its holdings in AGCO by 39.6% in the 1st quarter. Goldman Sachs Group Inc. now owns 215,242 shares of the industrial products company’s stock valued at $19,925,000 after buying an additional 61,009 shares during the period. Empowered Funds LLC increased its holdings in AGCO by 3.1% in the 1st quarter. Empowered Funds LLC now owns 5,876 shares of the industrial products company’s stock valued at $544,000 after buying an additional 176 shares during the period. Finally, Geneos Wealth Management Inc. raised 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 valued at $34,000 after buying an additional 190 shares in the last quarter. 78.80% of the stock is currently owned by institutional investors.

About AGCO

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.