AGCO Corporation $AGCO Shares Acquired by Jupiter Asset Management Ltd.

Key Points

• Jupiter Asset Management boosted its position in AGCO by 520.4% in Q3 to 35,801 shares (about $3.83M), while institutional ownership is roughly 78.8% with large stakes from Massachusetts Financial Services (2.84M shares, ~$304M) and JPMorgan (1.96M shares, ~$202M).
• Company results and outlook: AGCO beat Q earnings ($2.17 vs. $1.85 est.), set FY2026 guidance of $5.50–$6.00 EPS, and Zacks raised FY2026–FY2028 estimates (despite some near‑term cuts); the company also declared a $0.29 quarterly dividend.

Jupiter Asset Management Ltd. lifted its position in AGCO Corporation (NYSE:AGCO - Free Report) by 520.4% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 35,801 shares of the industrial products company's stock after purchasing an additional 30,030 shares during the period. Jupiter Asset Management Ltd.'s holdings in AGCO were worth $3,833,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also modified their holdings of the company. Massachusetts Financial Services Co. MA increased its stake in shares of AGCO by 32.7% in the 3rd quarter. Massachusetts Financial Services Co. MA now owns 2,840,125 shares of the industrial products company's stock valued at $304,092,000 after purchasing an additional 700,558 shares in the last quarter. JPMorgan Chase & Co. grew its holdings in AGCO by 78.7% in the second quarter. JPMorgan Chase & Co. now owns 1,955,740 shares of the industrial products company's stock valued at $201,755,000 after purchasing an additional 861,377 shares during the period. Norges Bank purchased a new stake in shares of AGCO in the second quarter valued at approximately $78,651,000. Ninety One UK Ltd acquired a new position in shares of AGCO during the 3rd quarter worth approximately $69,996,000. Finally, Bank of America Corp DE raised its stake in shares of AGCO by 0.6% during the 2nd quarter. Bank of America Corp DE now owns 567,616 shares of the industrial products company's stock worth $58,555,000 after buying an additional 3,158 shares during the period. 78.80% of the stock is owned by hedge funds and other institutional investors.

More AGCO News

Here are the key news stories impacting AGCO this week:

• Positive Sentiment: Zacks Research raised several near‑to‑mid term estimates for AGCO, increasing Q3 2026 to $1.50, Q4 2026 to $2.21 and lifting FY2026 to $5.57 (from $5.27). These upward revisions point to stronger-than-expected profit trends into 2026 and support a higher forward earnings profile for AGCO.
• Positive Sentiment: Zacks also increased FY2027 and longer‑range forecasts (FY2027 to $7.37 and FY2028 to $9.59), indicating analysts see meaningful earnings growth beyond the current year — a positive signal for longer‑term valuation.
• Neutral Sentiment: Zacks made modest upward tweaks to some 2027 quarter-level estimates (e.g., Q3 2027 to $1.63, Q4 2027 to $2.29). These are incremental and reflect fine‑tuning rather than a material change in outlook.
• Negative Sentiment: Zacks trimmed several near‑term estimates: Q1 2026 was lowered notably to $0.44 (from $0.58) and small cuts were applied to Q2 2026 (to $1.42) and Q2 2027 (to $2.03). Those reductions pressure the short‑term earnings outlook and can weigh on the stock.
• Negative Sentiment: Wall Street Zen lowered its rating on AGCO, a standalone negative sentiment signal that may contribute to intraday selling and extra caution among momentum traders. AGCO NYSE: AGCO Stock Rating Lowered by Wall Street Zen

AGCO Stock Performance

NYSE:AGCO opened at $137.76 on Friday. The company's 50-day moving average price is $116.30 and its 200-day moving average price is $111.05. The company has a current ratio of 1.39, a quick ratio of 0.67 and a debt-to-equity ratio of 0.54. The company has a market cap of $9.97 billion, a P/E ratio of 14.13, a P/E/G ratio of 0.97 and a beta of 1.19. AGCO Corporation has a twelve month low of $73.79 and a twelve month high of $143.78.

AGCO (NYSE:AGCO - Get Free Report) last announced its quarterly earnings data on Thursday, February 5th. The industrial products company reported $2.17 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.85 by $0.32. AGCO had a net margin of 7.21% and a return on equity of 9.39%. The company had revenue of $2.92 billion during the quarter, compared to analysts' expectations of $2.67 billion. During the same quarter in the prior year, the company earned $1.97 EPS. AGCO's revenue was up 1.1% compared to the same quarter last year. AGCO has set its FY 2026 guidance at 5.500-6.000 EPS. On average, sell-side analysts forecast that AGCO Corporation will post 4.2 earnings per share for the current fiscal year.

AGCO Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, March 16th. Investors of record on Friday, February 13th will be given a dividend of $0.29 per share. The ex-dividend date is Friday, February 13th. This represents a $1.16 dividend on an annualized basis and a yield of 0.8%. AGCO's dividend payout ratio (DPR) is presently 11.90%.

Analyst Upgrades and Downgrades

AGCO has been the topic of a number of research analyst reports. Truist Financial lifted their price target on shares of AGCO from $134.00 to $152.00 and gave the company a "buy" rating in a research note on Monday, February 9th. Barclays lifted their target price on shares of AGCO from $93.00 to $105.00 and gave the company an "underweight" rating in a research report on Friday, February 6th. Wells Fargo & Company set a $132.00 target price on shares of AGCO in a research note on Monday, February 9th. Weiss Ratings reaffirmed a "hold (c)" rating on shares of AGCO in a research note on Monday, December 22nd. Finally, Robert W. Baird set a $128.00 price objective on AGCO in a report on Friday, February 6th. Three research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, AGCO presently has a consensus rating of "Hold" and an average price target of $122.73.

Insider Buying and Selling

In other AGCO news, SVP Kelvin Eugene Bennett sold 2,300 shares of the business's stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $137.04, for a total transaction of $315,192.00. Following the transaction, the senior vice president owned 16,844 shares of the company's stock, valued at approximately $2,308,301.76. The trade was a 12.01% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Insiders own 16.60% of the company's stock.

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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