Zacks Research Has Pessimistic Outlook of AGCO Q1 Earnings

AGCO Corporation (NYSE:AGCO) – Research analysts at Zacks Research cut their Q1 2026 earnings estimates for shares of AGCO in a note issued to investors on Thursday, February 19th. Zacks Research analyst Team now expects that the industrial products company will earn $0.44 per share for the quarter, down from their prior estimate of $0.58. 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 $1.42 EPS, Q2 2027 earnings at $2.03 EPS, Q3 2027 earnings at $1.63 EPS, Q4 2027 earnings at $2.29 EPS and FY2027 earnings at $7.37 EPS.

AGCO (NYSE:AGCO) last announced its earnings results on Thursday, February 5th. The industrial products company reported $2.17 earnings per share for the quarter, topping analysts’ consensus estimates of $1.85 by $0.32. The firm had revenue of $2.92 billion for the quarter, compared to the consensus estimate of $2.67 billion. AGCO had a return on equity of 9.39% and a net margin of 7.21%.The company’s revenue was up 1.1% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.97 EPS. AGCO has set its FY 2026 guidance at 5.500-6.000 EPS.

A number of other research firms have also recently commented on AGCO. Barclays lifted their target price on AGCO from $93.00 to $105.00 and gave the stock an “underweight” rating in a research note on Friday, February 6th. Wells Fargo & Company set a $132.00 price objective on shares of AGCO in a research report on Monday, February 9th. BMO Capital Markets increased their target price on shares of AGCO from $110.00 to $115.00 and gave the company a “market perform” rating in a research report on Friday, February 6th. Oppenheimer raised their price target on shares of AGCO from $128.00 to $132.00 and gave the stock an “outperform” rating in a research note on Friday, February 6th. Finally, Truist Financial upped their price objective on AGCO from $134.00 to $152.00 and gave the company a “buy” rating in a research note on Monday, February 9th. Three research analysts have rated the stock with a Buy rating, eight have given a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus target price of $122.73.

AGCO Stock Down 0.6%

AGCO stock opened at $137.76 on Friday. The stock has a market cap of $9.97 billion, a P/E ratio of 14.13, a P/E/G ratio of 0.98 and a beta of 1.19. The company has a current ratio of 1.39, a quick ratio of 0.67 and a debt-to-equity ratio of 0.54. The stock’s fifty day simple moving average is $116.30 and its two-hundred day simple moving average is $111.07. AGCO has a 1-year low of $73.79 and a 1-year high of $143.78.

Institutional Trading of AGCO

A number of hedge funds and other institutional investors have recently made changes to their positions in the stock. Cullen Frost Bankers Inc. boosted its stake in AGCO by 1,721.4% in the 3rd quarter. Cullen Frost Bankers Inc. now owns 255 shares of the industrial products company’s stock worth $27,000 after purchasing an additional 241 shares during the period. Pinnacle Bancorp Inc. purchased a new stake in shares of AGCO in the third quarter worth about $29,000. EverSource Wealth Advisors LLC lifted its holdings in shares of AGCO by 951.9% in the second quarter. EverSource Wealth Advisors LLC now owns 284 shares of the industrial products company’s stock worth $29,000 after buying an additional 257 shares in the last quarter. SJS Investment Consulting Inc. lifted its holdings in shares of AGCO by 3,725.0% in the third quarter. SJS Investment Consulting Inc. now owns 306 shares of the industrial products company’s stock worth $33,000 after buying an additional 298 shares in the last quarter. Finally, Advisory Services Network LLC bought a new position in shares of AGCO in the third quarter valued at approximately $33,000. 78.80% of the stock is currently owned by institutional investors.

Insider Transactions at AGCO

In other AGCO news, SVP Kelvin Eugene Bennett sold 2,300 shares of the stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $137.04, for a total transaction of $315,192.00. Following the sale, the senior vice president owned 16,844 shares in the company, valued at $2,308,301.76. This represents a 12.01% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. 16.60% of the stock is owned by insiders.

AGCO Dividend Announcement

The firm also recently disclosed 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 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date is Friday, February 13th. AGCO’s payout ratio is currently 11.90%.

AGCO Company Profile

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.