AGCO Corporation (NYSE:AGCO) Given Consensus Recommendation of "Hold" by Brokerages

Key Points

• Analyst consensus is “Hold”: Of 14 covering firms, three rate AGCO a sell, six a hold and five a buy. The average 12-month price target is $122.17, with recent targets ranging from $99 to $150.
• Recent quarterly results fell slightly short of estimates: AGCO reported $1.43 in earnings per share versus a $1.46 consensus and revenue of $2.61 billion versus expectations of $2.75 billion. The company guided to fiscal 2026 earnings of $5.50–$5.75 per share.
• Insiders have been net sellers while institutional ownership remains high: Insiders sold approximately $57.5 million of shares in the last quarter, while institutional investors and hedge funds own 78.8% of AGCO’s stock.

Shares of AGCO Corporation (NYSE:AGCO - Get Free Report) have been given an average recommendation of "Hold" by the fourteen research firms that are presently covering the stock, Marketbeat.com reports. Three investment analysts have rated the stock with a sell rating, six have given a hold rating and five have issued a buy rating on the company. The average 12 month price objective among brokers that have covered the stock in the last year is $122.1667.

A number of brokerages have recently weighed in on AGCO. Morgan Stanley dropped their price target on AGCO from $110.00 to $99.00 and set an "underweight" rating for the company in a research report on Tuesday, August 4th. Robert W. Baird upgraded shares of AGCO from a "neutral" rating to an "outperform" rating and boosted their price objective for the stock from $120.00 to $150.00 in a research report on Monday, August 31st. Wall Street Zen downgraded shares of AGCO from a "buy" rating to a "hold" rating in a report on Saturday, August 1st. Weiss Ratings cut shares of AGCO from a "hold (c+)" rating to a "hold (c)" rating in a research report on Friday, July 31st. Finally, UBS Group reduced their price target on shares of AGCO from $123.00 to $114.00 and set a "neutral" rating on the stock in a report on Tuesday, August 4th.

Insider Transactions at AGCO

In related news, CEO Eric P. Hansotia sold 2,604 shares of the stock in a transaction on Friday, September 4th. The stock was sold at an average price of $129.75, for a total transaction of $337,869.00. Following the sale, the chief executive officer owned 326,939 shares of the company's stock, valued at $42,420,335.25. This trade represents a 0.79% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, SVP Ivory Harris sold 1,600 shares of AGCO stock in a transaction dated Tuesday, September 15th. The stock was sold at an average price of $125.30, for a total value of $200,480.00. Following the sale, the senior vice president owned 14,454 shares of the company's stock, valued at approximately $1,811,086.20. This represents a 9.97% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 497,622 shares of company stock worth $57,461,807 in the last quarter. Insiders own 0.62% of the company's stock.

Institutional Investors Weigh In On AGCO

Several hedge funds have recently modified their holdings of AGCO. BlackRock Inc. acquired a new position in shares of AGCO in the second quarter valued at approximately $701,908,000. Capital World Investors grew its stake in AGCO by 309.0% in the 4th quarter. Capital World Investors now owns 2,403,349 shares of the industrial products company's stock worth $250,717,000 after acquiring an additional 1,815,741 shares during the period. Geode Capital Management LLC grew its stake in AGCO by 1.4% in the 4th quarter. Geode Capital Management LLC now owns 1,133,874 shares of the industrial products company's stock worth $118,312,000 after acquiring an additional 15,459 shares during the period. Norges Bank acquired a new position in AGCO in the 4th quarter valued at $78,202,000. Finally, Bank of America Corp DE lifted its stake in shares of AGCO by 19.4% during the 1st quarter. Bank of America Corp DE now owns 543,955 shares of the industrial products company's stock worth $63,028,000 after purchasing an additional 88,571 shares during the period. 78.80% of the stock is owned by institutional investors and hedge funds.

AGCO Price Performance

Shares of NYSE:AGCO opened at $120.16 on Tuesday. The business's 50 day simple moving average is $113.71 and its 200-day simple moving average is $115.49. The firm has a market capitalization of $8.41 billion, a price-to-earnings ratio of 16.62, a price-to-earnings-growth ratio of 0.99 and a beta of 1.10. The company has a debt-to-equity ratio of 0.53, a current ratio of 1.32 and a quick ratio of 0.58. AGCO has a 12 month low of $98.22 and a 12 month high of $143.78.

AGCO (NYSE:AGCO - Get Free Report) last released its quarterly earnings data 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). The firm had revenue of $2.61 billion during the quarter, compared to analysts' expectations of $2.75 billion. AGCO had a net margin of 5.15% and a return on equity of 10.09%. The business's revenue for the quarter was down 1.0% on a year-over-year basis. During the same period in the previous year, the business earned $1.35 earnings per share. AGCO has set its FY 2026 guidance at 5.500-5.750 EPS. As a group, equities analysts forecast that AGCO will post 5.54 earnings per share for the current fiscal year.

AGCO Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, September 15th. Investors of record on Friday, August 14th were given a dividend of $0.30 per share. This represents a $1.20 annualized dividend and a dividend yield of 1.0%. The ex-dividend date was Friday, August 14th. AGCO's payout ratio is currently 16.60%.

AGCO Company Profile

AGCO Corporation NYSE: AGCO is a global manufacturer and distributor of agricultural equipment and related solutions. The company serves farmers, agricultural contractors and dealers with products designed for crop production, harvesting, hay and forage operations, and farm management.

AGCO's product portfolio includes tractors, combines, application equipment, hay and forage machinery, implements, replacement parts and precision agriculture technologies. Its principal brands include Fendt, Massey Ferguson, Challenger, GSI and Valtra, while its precision agriculture offerings support activities such as guidance, data management, machine control and autonomous farming.

Founded in 1990 through the acquisition of Deutz-Allis, AGCO has expanded through additional acquisitions and brand development.

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