AGCO Corporation $AGCO Shares Sold by Vanguard Group Inc.

Key Points

• Vanguard Group trimmed its stake in AGCO by 1.3% in Q4, selling 83,377 shares and holding 6,558,340 shares (about 8.79% of the company) worth roughly $684.2 million at the end of the period.
• AGCO beat quarterly expectations, reporting $2.17 EPS versus $1.85 expected and $2.92 billion in revenue versus $2.67 billion estimated, and it set FY2026 guidance of $5.50–$6.00 EPS (analysts forecast ~5.75).
• AGCO raised its quarterly dividend to $0.30 ($1.20 annualized, ~1.0% yield) with an ex-dividend date of May 15, and an SVP disclosed a sale of 2,300 shares (a 12.0% reduction in that insider's holdings).

Vanguard Group Inc. reduced its position in AGCO Corporation (NYSE:AGCO - Free Report) by 1.3% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 6,558,340 shares of the industrial products company's stock after selling 83,377 shares during the quarter. Vanguard Group Inc. owned about 8.79% of AGCO worth $684,166,000 at the end of the most recent reporting period.

Several other hedge funds have also recently added to or reduced their stakes in the company. KLP Kapitalforvaltning AS grew its position in shares of AGCO by 0.7% in the third quarter. KLP Kapitalforvaltning AS now owns 14,300 shares of the industrial products company's stock valued at $1,531,000 after purchasing an additional 100 shares in the last quarter. Signaturefd LLC grew its position in shares of AGCO by 30.1% in the fourth quarter. Signaturefd LLC now owns 506 shares of the industrial products company's stock valued at $53,000 after purchasing an additional 117 shares in the last quarter. Choreo LLC boosted its stake in AGCO by 2.0% during the fourth quarter. Choreo LLC now owns 6,533 shares of the industrial products company's stock worth $684,000 after buying an additional 128 shares during the last quarter. Union Bancaire Privee UBP SA boosted its stake in AGCO by 1.7% during the fourth quarter. Union Bancaire Privee UBP SA now owns 8,694 shares of the industrial products company's stock worth $907,000 after buying an additional 146 shares during the last quarter. Finally, Jones Financial Companies Lllp grew its holdings in AGCO by 29.7% in the 1st quarter. Jones Financial Companies Lllp now owns 650 shares of the industrial products company's stock valued at $61,000 after buying an additional 149 shares in the last quarter. 78.80% of the stock is owned by institutional investors and hedge funds.

AGCO Stock Performance

Shares of AGCO stock opened at $118.61 on Monday. The firm has a market cap of $8.59 billion, a PE ratio of 12.16, a price-to-earnings-growth ratio of 0.85 and a beta of 1.12. 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 Corporation has a 52 week low of $93.30 and a 52 week high of $143.78. The business's fifty day simple moving average is $120.84 and its 200-day simple moving average is $114.71.

AGCO (NYSE:AGCO - Get Free Report) last issued its quarterly earnings data on Thursday, February 5th. The industrial products company reported $2.17 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.85 by $0.32. AGCO had a return on equity of 9.39% and a net margin of 7.21%.The firm had revenue of $2.92 billion during the quarter, compared to the consensus estimate of $2.67 billion. During the same period last year, the company earned $1.97 EPS. The company's quarterly revenue was up 1.1% on a year-over-year basis. AGCO has set its FY 2026 guidance at 5.500-6.000 EPS. Equities analysts forecast that AGCO Corporation will post 5.75 earnings per share for the current year.

AGCO Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, June 15th. Shareholders of record on Friday, May 15th will be paid a dividend of $0.30 per share. This represents a $1.20 annualized dividend and a yield of 1.0%. This is a boost from AGCO's previous quarterly dividend of $0.29. The ex-dividend date of this dividend is Friday, May 15th. AGCO's payout ratio is 11.90%.

Analyst Ratings Changes

AGCO has been the subject of several analyst reports. Wall Street Zen upgraded AGCO from a "hold" rating to a "buy" rating in a report on Saturday, March 7th. Truist Financial upped their price objective on shares of AGCO from $134.00 to $152.00 and gave the company a "buy" rating in a report on Monday, February 9th. Citigroup raised their price objective on shares of AGCO from $120.00 to $130.00 and gave the stock a "neutral" rating in a research report on Monday, February 9th. UBS Group reaffirmed a "neutral" rating and set a $127.00 target price on shares of AGCO in a research note on Friday, February 6th. Finally, Weiss Ratings cut shares of AGCO from a "buy (b-)" rating to a "hold (c+)" rating in a research note on Wednesday. Three analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, the company has an average rating of "Hold" and a consensus target price of $123.09.

Insiders Place Their Bets

In other AGCO news, SVP Kelvin Eugene Bennett sold 2,300 shares of the stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $137.04, for a total transaction of $315,192.00. Following the completion of the transaction, the senior vice president owned 16,844 shares of the company's stock, valued at $2,308,301.76. This trade represents a 12.01% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. 0.62% of the stock is currently owned by company insiders.

AGCO 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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