Zacks Research Has Positive Outlook for AGCO Q4 Earnings

AGCO Corporation (NYSE:AGCO) – Zacks Research boosted their Q4 2026 earnings per share (EPS) estimates for AGCO in a report released on Thursday, August 20th. Zacks Research analyst Team now forecasts that the industrial products company will earn $2.24 per share for the quarter, up from their previous forecast of $2.21. The consensus estimate for AGCO’s current full-year earnings is $5.55 per share. Zacks Research also issued estimates for AGCO’s Q1 2027 earnings at $1.20 EPS, Q3 2027 earnings at $1.42 EPS and Q4 2027 earnings at $2.35 EPS.

AGCO (NYSE:AGCO) last issued its quarterly earnings results on Thursday, July 30th. The industrial products company reported $1.43 earnings per share for the quarter, missing the consensus estimate of $1.46 by ($0.03). AGCO had a return on equity of 10.09% and a net margin of 5.15%.The company had revenue of $2.61 billion for the quarter, compared to analyst estimates of $2.75 billion. During the same period in the prior year, the business earned $1.35 earnings per share. AGCO’s revenue for the quarter was down 1.0% compared to the same quarter last year. AGCO has set its FY 2026 guidance at 5.500-5.750 EPS.

Other analysts have also recently issued research reports about the stock. Truist Financial restated a “buy” rating and issued a $135.00 target price (down from $159.00) on shares of AGCO in a research note on Friday, July 31st. Oppenheimer cut their price target on shares of AGCO from $134.00 to $127.00 and set an “outperform” rating for the company in a report on Friday, July 31st. Weiss Ratings downgraded shares of AGCO from a “hold (c+)” rating to a “hold (c)” rating in a research report on Friday, July 31st. Morgan Stanley reduced their price objective on shares of AGCO from $110.00 to $99.00 and set an “underweight” rating for the company in a research report on Tuesday, August 4th. Finally, UBS Group lowered their price objective on AGCO from $123.00 to $114.00 and set a “neutral” rating on the stock in a report on Tuesday, August 4th. Four equities research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, the stock has an average rating of “Hold” and a consensus price target of $120.33.

AGCO Stock Up 4.5%

Shares of AGCO stock opened at $104.01 on Friday. The company has a market cap of $7.28 billion, a P/E ratio of 14.39, a PEG ratio of 0.83 and a beta of 1.08. The company has a debt-to-equity ratio of 0.53, a quick ratio of 0.58 and a current ratio of 1.32. AGCO has a one year low of $98.22 and a one year high of $143.78. The firm has a fifty day moving average of $111.35 and a two-hundred day moving average of $117.50.

Institutional Trading of AGCO

Large investors have recently bought and sold shares of the company. Northwestern Mutual Wealth Management Co. purchased a new position in shares of AGCO in the second quarter valued at $29,000. EverSource Wealth Advisors LLC boosted its position in shares of AGCO by 951.9% in the 2nd 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. Mitsubishi UFJ Asset Management Co. Ltd. purchased a new stake in shares of AGCO in the 2nd quarter worth about $35,000. Elevation Wealth Partners LLC grew its stake in AGCO by 400.0% in the 2nd quarter. Elevation Wealth Partners LLC now owns 290 shares of the industrial products company’s stock valued at $35,000 after acquiring an additional 232 shares during the last quarter. Finally, Trust Co. of Vermont purchased a new position in AGCO during the 2nd quarter valued at about $36,000. Institutional investors and hedge funds own 78.80% of the company’s stock.

Insiders Place Their Bets

In other news, major shareholder & Farm Equipment Ltd Tractors sold 492,418 shares of the business’s stock in a transaction that occurred on Wednesday, August 5th. The stock was sold at an average price of $115.33, for a total transaction of $56,790,567.94. Following the sale, the insider owned 3,017,565 shares of the company’s stock, valued at $348,015,771.45. The trade was a 14.03% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Lange Bob De acquired 1,000 shares of the company’s stock in a transaction that occurred on Friday, August 14th. The stock was purchased at an average cost of $100.71 per share, with a total value of $100,710.00. Following the completion of the purchase, the director directly owned 18,717 shares in the company, valued at $1,884,989.07. This represents a 5.64% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Corporate insiders own 0.62% of the company’s stock.

AGCO Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, September 15th. Shareholders of record on Friday, August 14th will be given a dividend of $0.30 per share. This represents a $1.20 annualized dividend and a dividend yield of 1.2%. The ex-dividend date is Friday, August 14th. AGCO’s payout ratio is presently 16.60%.

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.