What is Zacks Research's Estimate for AGCO FY2027 Earnings?

Key Points

• Zacks Research lowered AGCO’s FY2027 EPS estimate to $6.79 from $6.81 and maintains a “Strong Sell” rating. It projects Q1 2028 EPS of $1.95 and FY2028 EPS of $9.02.
• AGCO’s latest quarter missed expectations, reporting $1.43 EPS versus the $1.46 consensus and revenue of $2.61 billion versus $2.75 billion expected. Revenue declined 1% year over year, while management’s FY2026 EPS guidance is $5.50-$5.75.
• Analysts overall maintain a “Hold” consensus with an average price target of $122.17, below the stock’s reported $126.97 opening price; five analysts rate it a Buy, six a Hold and three a Sell.

AGCO Corporation (NYSE:AGCO - Free Report) - Zacks Research lowered their FY2027 earnings per share (EPS) estimates for AGCO in a research report issued on Monday, September 7th. Zacks Research analyst Team now expects that the industrial products company will post earnings per share of $6.79 for the year, down from their prior forecast of $6.81. Zacks Research currently has a "Strong Sell" rating on the stock. The consensus estimate for AGCO's current full-year earnings is $5.54 per share. Zacks Research also issued estimates for AGCO's Q1 2028 earnings at $1.95 EPS and FY2028 earnings at $9.02 EPS.

AGCO (NYSE:AGCO - Get Free Report) last posted its earnings results on Thursday, July 30th. The industrial products company reported $1.43 earnings per share for the quarter, missing analysts' consensus estimates of $1.46 by ($0.03). AGCO had a return on equity of 10.09% and a net margin of 5.15%.The business had revenue of $2.61 billion for the quarter, compared to analyst estimates of $2.75 billion. During the same period in the previous year, the firm posted $1.35 earnings per share. The firm's revenue 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. UBS Group cut their target price on shares of AGCO from $123.00 to $114.00 and set a "neutral" rating for the company in a research note on Tuesday, August 4th. Citigroup lowered their price target on shares of AGCO from $125.00 to $115.00 and set a "neutral" rating on the stock in a report on Monday, August 3rd. Truist Financial restated a "buy" rating and set a $135.00 price objective (down from $159.00) on shares of AGCO in a research report on Friday, July 31st. Oppenheimer reduced their price objective on AGCO from $134.00 to $127.00 and set an "outperform" rating for the company in a report on Friday, July 31st. Finally, JPMorgan Chase & Co. decreased their target price on AGCO from $143.00 to $130.00 and set an "overweight" rating on the stock in a research report on Monday, July 13th. Five equities research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and three have assigned a Sell rating to the company's stock. According to MarketBeat, the stock currently has a consensus rating of "Hold" and a consensus target price of $122.17.

AGCO Price Performance

NYSE:AGCO opened at $126.97 on Thursday. AGCO has a one year low of $98.22 and a one year high of $143.78. The company has a market cap of $8.89 billion, a P/E ratio of 17.56, a P/E/G ratio of 1.06 and a beta of 1.10. The firm's fifty day moving average price is $112.72 and its two-hundred day moving average price is $116.28. 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 Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, September 15th. Stockholders of record on Friday, August 14th will be issued a dividend of $0.30 per share. The ex-dividend date of this dividend is Friday, August 14th. This represents a $1.20 annualized dividend and a dividend yield of 0.9%. AGCO's dividend payout ratio (DPR) is currently 16.60%.

Insider Buying and Selling at AGCO

In related news, SVP Kelvin Bennett sold 1,000 shares of the stock in a transaction that occurred on Friday, September 4th. The stock was sold at an average price of $132.89, for a total transaction of $132,890.00. Following the sale, the senior vice president owned 14,047 shares of the company's stock, valued at $1,866,705.83. This represents a 6.65% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, major shareholder & Farm Equipment Ltd Tractors sold 492,418 shares of the firm's stock in a transaction on Wednesday, August 5th. The stock was sold at an average price of $115.33, for a total value of $56,790,567.94. Following the transaction, the insider owned 3,017,565 shares in the company, valued at approximately $348,015,771.45. This trade represents a 14.03% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 496,022 shares of company stock valued at $57,261,327 over the last ninety days. Company insiders own 0.62% of the company's stock.

Institutional Trading of AGCO

Institutional investors have recently modified their holdings of the stock. GAMMA Investing LLC grew its holdings in shares of AGCO by 5.0% during the 2nd quarter. GAMMA Investing LLC now owns 1,963 shares of the industrial products company's stock worth $235,000 after purchasing an additional 94 shares in the last quarter. UMB Bank n.a. lifted its position in AGCO by 16.8% during the fourth quarter. UMB Bank n.a. now owns 759 shares of the industrial products company's stock worth $79,000 after purchasing an additional 109 shares during the period. EverSource Wealth Advisors LLC lifted its position in AGCO by 36.0% during the first quarter. EverSource Wealth Advisors LLC now owns 521 shares of the industrial products company's stock worth $60,000 after purchasing an additional 138 shares during the period. Jones Financial Companies Lllp grew its stake in AGCO by 29.7% during the first quarter. Jones Financial Companies Lllp now owns 650 shares of the industrial products company's stock worth $61,000 after buying an additional 149 shares in the last quarter. Finally, Cetera Investment Advisers grew its stake in AGCO by 1.2% during the first quarter. Cetera Investment Advisers now owns 13,000 shares of the industrial products company's stock worth $1,506,000 after buying an additional 155 shares in the last quarter. 78.80% of the stock is currently owned by institutional investors.

AGCO News Summary

Here are the key news stories impacting AGCO this week:

• Positive Sentiment: AGCO Power plans to showcase purpose-built diesel engines for forestry and other demanding off-road applications at INTERFORST 2026. The announcement may improve visibility for AGCO’s specialized engine business, although it is unlikely to materially affect near-term earnings. AGCO Power forestry engine announcement
• Positive Sentiment: AGCO’s previously announced quarterly dividend of $0.30 per share remains a modest support for the stock, with a roughly 0.9% yield and a reported payout ratio of 16.6%.
• Neutral Sentiment: CEO Eric Hansotia discussed tariff impacts on the agricultural industry in a CNBC interview, potentially offering investors insight into costs, pricing and demand. No specific change to earnings guidance was reported. CNBC interview with AGCO CEO
• Neutral Sentiment: AGCO presented at Citi’s 2026 Global TMT Conference. The event could provide additional management commentary, but the available report does not identify a material change to the company’s outlook. AGCO Citi conference transcript
• Negative Sentiment: Zacks Research added AGCO to its Rank #5 “Strong Sell” list and reduced its Q2 2027 EPS estimate to $1.62 from $1.64 and its Q2 2028 estimate to $2.52 from $2.53. The downgrade reinforces concerns about earnings momentum.
• Negative Sentiment: CEO Eric Hansotia sold 2,604 shares worth about $337,869, while SVP Kelvin Bennett sold 1,000 shares for approximately $132,890. The transactions are small relative to their remaining holdings, but multiple insider sales can weigh on investor sentiment.
• Negative Sentiment: AGCO’s latest reported quarter missed consensus estimates for both EPS and revenue, with sales declining 1% year over year. The analyst consensus remains “Hold,” with an average price target of $122.17, below the stock’s recent trading level.

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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