Sidoti Analysts Decrease Earnings Estimates for AGM

Key Points

• Federal Agricultural Mortgage reported quarterly EPS of $4.82, missing the $5.20 consensus, while revenue of $125.25 million exceeded expectations of $121.29 million.
• Sidoti lowered its FY2026 EPS estimate to $20.21 from $20.74; its new estimate is below the $20.45 analyst consensus.
• Analysts maintain a consensus “Hold” rating on AGM, with a consensus price target of $255.

Federal Agricultural Mortgage Corporation (NYSE:AGM - Free Report) - Sidoti lowered their FY2026 earnings per share estimates for Federal Agricultural Mortgage in a research note issued on Friday, November 6th. Sidoti analyst B. Mccarthy now expects that the credit services provider will earn $20.21 per share for the year, down from their previous estimate of $20.74. The consensus estimate for Federal Agricultural Mortgage's current full-year earnings is $20.45 per share. Sidoti also issued estimates for Federal Agricultural Mortgage's Q4 2026 earnings at $5.25 EPS, Q1 2027 earnings at $5.30 EPS, Q2 2027 earnings at $5.58 EPS, Q3 2027 earnings at $5.80 EPS, Q4 2027 earnings at $5.85 EPS, Q1 2028 earnings at $5.76 EPS, Q2 2028 earnings at $6.11 EPS and Q3 2028 earnings at $6.33 EPS.

Federal Agricultural Mortgage (NYSE:AGM - Get Free Report) last posted its earnings results on Thursday, November 5th. The credit services provider reported $4.82 EPS for the quarter, missing analysts' consensus estimates of $5.20 by ($0.38). Federal Agricultural Mortgage had a net margin of 28.88% and a return on equity of 19.22%. The business had revenue of $125.25 million during the quarter, compared to analysts' expectations of $121.29 million.

Several other research analysts have also weighed in on AGM. Keefe, Bruyette & Woods increased their target price on shares of Federal Agricultural Mortgage from $228.00 to $255.00 and gave the stock an "outperform" rating in a research note on Monday, August 3rd. Zacks Research lowered shares of Federal Agricultural Mortgage from a "strong-buy" rating to a "hold" rating in a report on Tuesday, September 29th. Finally, Weiss Ratings reaffirmed a "hold (c)" rating on shares of Federal Agricultural Mortgage in a research report on Friday, September 25th. One research analyst has rated the stock with a Buy rating and two have given a Hold rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of "Hold" and a consensus price target of $255.00.

Federal Agricultural Mortgage Stock Down 0.0%

Shares of NYSE:AGM opened at $180.18 on Monday. The company has a market capitalization of $1.95 billion, a price-to-earnings ratio of 9.53, a PEG ratio of 0.68 and a beta of 1.02. Federal Agricultural Mortgage has a 12-month low of $136.57 and a 12-month high of $248.29. The business has a 50-day moving average price of $211.65 and a 200 day moving average price of $189.59. The company has a current ratio of 0.56, a quick ratio of 0.56 and a debt-to-equity ratio of 1.82.

Federal Agricultural Mortgage Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Wednesday, September 30th. Investors of record on Tuesday, September 15th were paid a dividend of $1.60 per share. The ex-dividend date of this dividend was Tuesday, September 15th. This represents a $6.40 annualized dividend and a yield of 3.6%. Federal Agricultural Mortgage's dividend payout ratio is presently 33.86%.

Hedge Funds Weigh In On Federal Agricultural Mortgage

A number of hedge funds and other institutional investors have recently bought and sold shares of the company. Mirae Asset Global Investments Co. Ltd. purchased a new stake in Federal Agricultural Mortgage during the third quarter worth about $1,838,000. Vise Technologies Inc. acquired a new stake in shares of Federal Agricultural Mortgage during the third quarter worth about $216,000. Pullen Investment Management LLC lifted its position in shares of Federal Agricultural Mortgage by 0.6% during the third quarter. Pullen Investment Management LLC now owns 19,110 shares of the credit services provider's stock worth $3,954,000 after purchasing an additional 116 shares in the last quarter. Nisa Investment Advisors LLC lifted its position in shares of Federal Agricultural Mortgage by 80.2% during the third quarter. Nisa Investment Advisors LLC now owns 337 shares of the credit services provider's stock worth $70,000 after purchasing an additional 150 shares in the last quarter. Finally, Sequoia Financial Advisors LLC boosted its stake in shares of Federal Agricultural Mortgage by 9.9% in the second quarter. Sequoia Financial Advisors LLC now owns 13,028 shares of the credit services provider's stock valued at $2,596,000 after purchasing an additional 1,175 shares during the period. 68.03% of the stock is currently owned by hedge funds and other institutional investors.

Key Federal Agricultural Mortgage News

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

• Positive Sentiment: Revenue of $125.25 million exceeded the $121.29 million consensus estimate. Sidoti also raised its forecasts for several quarters, including Q3 2027 EPS, though it lowered other quarterly estimates. Federal Agricultural Mortgage stock information
• Neutral Sentiment: An article described AGM’s pullback on record trading volume as a possible buying opportunity, but presented it as a question rather than announcing a new company catalyst. Federal Agricultural Mortgage on record volume
• Negative Sentiment: AGM reported quarterly EPS of $4.82, below the $5.20 consensus. Sidoti cut its FY2026 EPS forecast to $20.21 from $20.74, alongside reductions to several quarterly estimates—potentially weighing on earnings expectations. AGM stock price down following weak earnings
• Negative Sentiment: The post-earnings decline took AGM below its 200-day moving average, a technical signal that may add to near-term selling pressure. AGM crosses below 200-day moving average

Federal Agricultural Mortgage Company Profile

Federal Agricultural Mortgage Corporation, commonly known as Farmer Mac, is a federally chartered corporation that provides a secondary market for agricultural and rural lending. Established by Congress in 1988, the company is intended to improve the availability of credit for American agriculture and rural communities.

Farmer Mac purchases, guarantees and finances agricultural real estate loans, rural housing loans and loans supporting rural utilities and infrastructure. Its products and services also include financing for agricultural production and equipment, as well as liquidity and credit support for lenders through loan purchases, guarantees and securitization programs.

The company serves agricultural lenders, rural utilities, cooperatives and other eligible financial institutions across the United States.

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