AGCO Corporation (NYSE:AGCO) Receives Consensus Rating of "Hold" from Analysts

Key Points

• AGCO has a consensus analyst rating of "Hold" from 12 brokerages (2 sell, 7 hold, 3 buy) and an average 12‑month price target of $122.73, with recent upward targets from Truist ($152) and JPMorgan ($138).
• The company beat Q results (EPS $2.17 vs. $1.85 est., revenue $2.92B vs. $2.67B) and set FY 2026 guidance of 5.50–6.00 EPS versus analysts' ~4.2 EPS expectation.
• AGCO declared a quarterly dividend of $0.29 (annualized $1.16, yield ~0.9%, DPR ~11.9%), with insiders owning 16.6% and institutional investors holding about 78.8% of the stock.

AGCO Corporation (NYSE:AGCO - Get Free Report) has received a consensus rating of "Hold" from the twelve brokerages that are currently covering the company, MarketBeat Ratings reports. Two analysts have rated the stock with a sell recommendation, seven have given a hold recommendation and three have assigned a buy recommendation to the company. The average 12-month price target among analysts that have issued ratings on the stock in the last year is $122.7273.

AGCO has been the subject of several recent research reports. Truist Financial lifted 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. JPMorgan Chase & Co. upped their price objective on AGCO from $123.00 to $138.00 and gave the stock an "overweight" rating in a research report on Friday, February 6th. Weiss Ratings reiterated a "hold (c)" rating on shares of AGCO in a report on Monday, December 22nd. Wall Street Zen cut AGCO from a "buy" rating to a "hold" rating in a research note on Saturday, February 21st. Finally, Citigroup increased their price target on shares of AGCO from $120.00 to $130.00 and gave the company a "neutral" rating in a research note on Monday, February 9th.

Insiders Place Their Bets

In other AGCO news, SVP Kelvin Eugene Bennett sold 2,300 shares of the company's stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $137.04, for a total value of $315,192.00. Following the completion of the transaction, 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 hyperlink. 16.60% of the stock is currently owned by company insiders.

Institutional Trading of AGCO

Several institutional investors and hedge funds have recently made changes to their positions in AGCO. Jupiter Asset Management Ltd. grew its holdings in shares of AGCO by 520.4% in the 3rd quarter. Jupiter Asset Management Ltd. now owns 35,801 shares of the industrial products company's stock worth $3,833,000 after acquiring an additional 30,030 shares during the period. Allspring Global Investments Holdings LLC purchased a new stake in AGCO during the third quarter worth $1,126,000. Neo Ivy Capital Management acquired a new stake in AGCO in the second quarter valued at $817,000. Eisler Capital Management Ltd. purchased a new position in shares of AGCO in the second quarter valued at $15,979,000. Finally, Level Four Advisory Services LLC increased its position in shares of AGCO by 3.0% in the second quarter. Level Four Advisory Services LLC now owns 81,011 shares of the industrial products company's stock valued at $8,357,000 after buying an additional 2,391 shares in the last quarter. 78.80% of the stock is owned by hedge funds and other institutional investors.

AGCO Price Performance

AGCO stock opened at $127.39 on Friday. The company has a quick ratio of 0.67, a current ratio of 1.39 and a debt-to-equity ratio of 0.54. AGCO has a 52-week low of $73.79 and a 52-week high of $143.78. The firm has a market cap of $9.22 billion, a PE ratio of 13.07, a price-to-earnings-growth ratio of 0.95 and a beta of 1.13. The company's 50 day moving average is $121.32 and its two-hundred day moving average is $112.45.

AGCO (NYSE:AGCO - Get Free Report) last posted its quarterly earnings data 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 business had revenue of $2.92 billion for the quarter, compared to analyst estimates 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% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.97 earnings per share. AGCO has set its FY 2026 guidance at 5.500-6.000 EPS. On average, research analysts expect that AGCO will post 4.2 EPS for the current fiscal year.

AGCO Announces Dividend

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 dividend of $0.29 per share. This represents a $1.16 annualized dividend and a yield of 0.9%. The ex-dividend date is Friday, February 13th. AGCO's dividend payout ratio (DPR) 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.

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