Sidoti Research Analysts Raise Earnings Estimates for AGM

Federal Agricultural Mortgage Corporation (NYSE:AGM) – Equities research analysts at Sidoti raised their FY2026 earnings per share estimates for shares of Federal Agricultural Mortgage in a research note issued to investors on Friday, July 31st. Sidoti analyst B. Mccarthy now expects that the credit services provider will post earnings per share of $20.74 for the year, up from their prior estimate of $19.29. The consensus estimate for Federal Agricultural Mortgage’s current full-year earnings is $20.00 per share. Sidoti also issued estimates for Federal Agricultural Mortgage’s Q4 2026 earnings at $5.36 EPS, Q1 2027 earnings at $5.36 EPS, Q2 2027 earnings at $5.61 EPS, Q3 2027 earnings at $5.74 EPS, Q4 2027 earnings at $5.83 EPS and FY2027 earnings at $22.54 EPS.

Federal Agricultural Mortgage (NYSE:AGM) last posted its quarterly earnings data on Thursday, July 30th. The credit services provider reported $5.40 EPS for the quarter, beating analysts’ consensus estimates of $4.87 by $0.53. Federal Agricultural Mortgage had a net margin of 29.98% and a return on equity of 18.90%. The company had revenue of $125.01 million during the quarter, compared to the consensus estimate of $113.51 million.

A number of other equities research analysts also recently issued reports on the company. Wall Street Zen raised Federal Agricultural Mortgage from a “sell” rating to a “hold” rating in a research report on Saturday, May 9th. Keefe, Bruyette & Woods lifted their price target on shares of Federal Agricultural Mortgage from $228.00 to $255.00 and gave the company an “outperform” rating in a research report on Monday. Finally, Weiss Ratings upgraded Federal Agricultural Mortgage from a “hold (c-)” rating to a “hold (c)” rating in a report on Monday, June 29th. One equities research analyst has rated the stock with a Buy rating and one has assigned a Hold rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $255.00.

Federal Agricultural Mortgage Stock Up 4.4%

Shares of NYSE AGM opened at $237.53 on Tuesday. The stock has a market capitalization of $2.58 billion, a PE ratio of 12.97, a P/E/G ratio of 1.03 and a beta of 0.98. The company has a quick ratio of 0.56, a current ratio of 0.56 and a debt-to-equity ratio of 1.82. The firm has a fifty day moving average of $195.07 and a 200-day moving average of $175.60. Federal Agricultural Mortgage has a 52-week low of $136.57 and a 52-week high of $248.29.

Institutional Trading of Federal Agricultural Mortgage

A number of hedge funds have recently made changes to their positions in AGM. Northwestern Mutual Wealth Management Co. increased its holdings in Federal Agricultural Mortgage by 261,128.6% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 128,002 shares of the credit services provider’s stock valued at $22,473,000 after buying an additional 127,953 shares during the last quarter. Wellington Management Group LLP grew its position in shares of Federal Agricultural Mortgage by 44.5% in the 4th quarter. Wellington Management Group LLP now owns 262,931 shares of the credit services provider’s stock worth $46,163,000 after acquiring an additional 80,911 shares in the last quarter. Captrust Financial Advisors increased its holdings in shares of Federal Agricultural Mortgage by 14.8% in the 4th quarter. Captrust Financial Advisors now owns 358,908 shares of the credit services provider’s stock valued at $63,013,000 after acquiring an additional 46,262 shares during the last quarter. Man Group plc raised its position in shares of Federal Agricultural Mortgage by 1,262.0% during the 3rd quarter. Man Group plc now owns 47,508 shares of the credit services provider’s stock valued at $7,980,000 after acquiring an additional 44,020 shares in the last quarter. Finally, Loomis Sayles & Co. L P raised its position in shares of Federal Agricultural Mortgage by 23.8% during the 4th quarter. Loomis Sayles & Co. L P now owns 225,325 shares of the credit services provider’s stock valued at $39,560,000 after acquiring an additional 43,266 shares in the last quarter. Institutional investors and hedge funds own 68.03% of the company’s stock.

Federal Agricultural Mortgage Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, June 30th. Shareholders of record on Monday, June 15th were given a $1.60 dividend. This represents a $6.40 dividend on an annualized basis and a dividend yield of 2.7%. The ex-dividend date of this dividend was Monday, June 15th. Federal Agricultural Mortgage’s dividend payout ratio is presently 34.95%.

Key Headlines Impacting Federal Agricultural Mortgage

Here are the key news stories impacting Federal Agricultural Mortgage this week:

• Positive Sentiment: Sidoti raised its earnings outlook across 2026 and 2027. The analyst increased FY2026 EPS estimates to $20.74 from $19.29 and FY2027 estimates to $22.54 from $20.48. Quarterly forecasts were also lifted to $5.36 for Q4 2026, $5.36 for Q1 2027, $5.61 for Q2, $5.74 for Q3 and $5.83 for Q4. The revisions indicate expectations for stronger profitability than previously projected and place Sidoti’s FY2026 forecast above the $20.00 consensus estimate. Sidoti Equities Analysts Lift Earnings Estimates for AGM
• Positive Sentiment: Keefe, Bruyette & Woods raised its AGM price target to $255 from $228 and maintained an “outperform” rating. The new target suggests additional upside based on the referenced share price, reinforcing the view that AGM’s earnings prospects and valuation remain attractive. Benzinga price-target report
• Positive Sentiment: Recent operating results provided further support for investor optimism. AGM’s latest quarterly report exceeded expectations, with EPS of $5.40 versus the $4.87 consensus and revenue of $125.01 million versus the $113.51 million estimate. The company also reported a 29.98% net margin and 18.90% return on equity.

Federal Agricultural Mortgage Company Profile

Federal Agricultural Mortgage Corporation (NYSE: AGM), commonly known as Farmer Mac, is a government-sponsored enterprise chartered in 1988 under the Agricultural Credit Act of 1987. Headquartered in Washington, DC, Farmer Mac was established to enhance the availability of mortgage credit for the agricultural and rural utility sectors. The corporation operates as a secondary market for agricultural real estate and rural infrastructure loans, providing lenders with liquidity and risk management solutions.

The company’s principal business activities include purchasing and securitizing long-term fixed-rate agricultural mortgage loans and rural utilities loans originated by approved lenders.