AGCO (NYSE:AGCO) Price Target Raised to $145.00

AGCO (NYSE:AGCO) had its price objective raised by JPMorgan Chase & Co. from $140.00 to $145.00 in a report published on Friday morning,Benzinga reports. JPMorgan Chase & Co. currently has an overweight rating on the industrial products company’s stock.

Other analysts have also recently issued reports about the stock. Morgan Stanley decreased their price target on shares of AGCO from $110.00 to $99.00 and set an “underweight” rating for the company in a report on Tuesday, August 4th. Citigroup decreased their price objective on shares of AGCO from $125.00 to $115.00 and set a “neutral” rating on the stock in a research note on Monday, August 3rd. Zacks Research raised AGCO from a “strong sell” rating to a “hold” rating in a research note on Monday, October 5th. Oppenheimer restated an “outperform” rating on shares of AGCO in a research report on Friday. Finally, Wells Fargo & Company reduced their target price on shares of AGCO from $132.00 to $117.00 and set an “equal weight” rating on the stock in a report on Friday, July 31st. Five investment analysts have rated the stock with a Buy rating, seven have issued a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Hold” and an average price target of $123.33.

AGCO Stock Performance

NYSE:AGCO opened at $110.84 on Friday. The company’s 50-day moving average is $114.05 and its two-hundred day moving average is $116.29. The firm has a market capitalization of $7.64 billion, a price-to-earnings ratio of 28.49, a PEG ratio of 0.84 and a beta of 1.12. AGCO has a 1-year low of $98.22 and a 1-year high of $143.78. The company has a debt-to-equity ratio of 0.53, a current ratio of 1.32 and a quick ratio of 0.55.

AGCO (NYSE:AGCO) last posted its earnings results on Thursday, October 29th. The industrial products company reported $1.05 EPS for the quarter, beating the consensus estimate of $0.87 by $0.18. AGCO had a return on equity of 9.66% and a net margin of 2.76%. The firm had revenue of $2.26 billion for the quarter, compared to analyst estimates of $2.32 billion. During the same quarter in the prior year, the company posted $1.35 earnings per share. AGCO’s revenue for the quarter was down 8.6% compared to the same quarter last year. Analysts forecast that AGCO will post 5.52 EPS for the current year.

AGCO Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 15th. Stockholders of record on Monday, November 16th will be issued a dividend of $0.30 per share. This represents a $1.20 annualized dividend and a dividend yield of 1.1%. The ex-dividend date of this dividend is Monday, November 16th. AGCO’s dividend payout ratio (DPR) is presently 30.85%.

Insider Activity

In related news, SVP Ivory Harris sold 1,600 shares of the stock in a transaction on Tuesday, September 15th. The shares were sold at an average price of $125.30, for a total transaction of $200,480.00. Following the completion of the transaction, the senior vice president owned 14,454 shares in the company, valued at approximately $1,811,086.20. This represents a 9.97% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO Eric Hansotia sold 2,604 shares of the firm’s stock in a transaction on Friday, September 4th. The stock was sold at an average price of $129.75, for a total value of $337,869.00. Following the completion of the transaction, the chief executive officer owned 326,939 shares in the company, valued at $42,420,335.25. The trade was a 0.79% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 497,622 shares of company stock valued at $57,461,807. 0.62% of the stock is currently owned by company insiders.

Institutional Trading of AGCO

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. BlackRock Inc. acquired a new position in shares of AGCO during the 2nd quarter worth about $701,908,000. Bank of New York Mellon Corp acquired a new stake in AGCO during the 2nd quarter valued at approximately $64,273,000. Bank of America Corp DE bought a new position in AGCO during the 2nd quarter worth $62,281,000. Arrowstreet Capital Limited Partnership acquired a new position in shares of AGCO during the 1st quarter valued at $19,577,000. Finally, Deutsche Bank AG purchased a new stake in shares of AGCO in the second quarter valued at $17,653,000. 78.80% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting AGCO

Here are the key news stories impacting AGCO this week:

• Positive Sentiment: AGCO reported third-quarter adjusted earnings of $1.05 per share, above the roughly $0.87–$0.88 analyst consensus. The earnings outperformance helped support the stock, even though profit declined from $1.35 per share a year earlier. AGCO Beats Q3 Earnings Estimates
• Positive Sentiment: Management indicated the farm-equipment cycle is nearing a trough and pointed to a potential recovery in 2027. That outlook gives investors a reason to look beyond current weakness and anticipate improved demand and earnings momentum. AGCO Gains Despite Sales Miss and Points to 2027 Recovery
• Neutral Sentiment: AGCO set 2026 targets of approximately $9.8 billion to $10.0 billion in net sales, about $5.50 in adjusted EPS, and a roughly 7% adjusted operating margin. The targets provide visibility but also reflect a challenging operating environment. AGCO 2026 Forecast
• Negative Sentiment: Third-quarter net sales fell 8.6% year over year to about $2.26 billion, missing estimates near $2.32 billion to $2.37 billion. Reported EPS was $0.75, while lower sales and the weaker full-year outlook highlight continuing pressure on agricultural-equipment demand. AGCO Reports Third-Quarter Results
• Negative Sentiment: Recent insider activity was predominantly selling, including substantial sales attributed to Farm Equipment Ltd., although insider transactions are a secondary signal compared with the earnings and guidance update.

About AGCO

AGCO Corporation (NYSE: AGCO) is a global manufacturer and distributor of agricultural equipment, technologies and related services. The company serves farmers, agricultural contractors and equipment dealers with products designed for planting, harvesting, crop protection, hay and forage production, and grain handling.

AGCO’s product portfolio includes tractors, combines, planters, seeding equipment, sprayers, hay and forage machinery, grain storage and handling systems, replacement parts, and precision agriculture solutions.