Mitsubishi UFJ Trust & Banking Corp Has $2.70 Million Position in AGCO Corporation $AGCO

Key Points

• Mitsubishi UFJ Trust & Banking cut its AGCO stake by 37.9% in Q4 to 25,886 shares valued at $2.7 million, while institutional investors collectively own about 78.8% of the stock.
• AGCO beat Q4 estimates with EPS $2.17 (vs. $1.85) and revenue $2.92B (vs. $2.67B), issued FY2026 guidance of 5.50–6.00 EPS, and raised the quarterly dividend to $0.30 ($1.20 annual).
• Analysts are mixed—three Buy, seven Hold and two Sell—producing a consensus "Hold" rating and an average target of $123.09, though some firms recently lifted targets up to $152.

Mitsubishi UFJ Trust & Banking Corp reduced its stake in shares of AGCO Corporation (NYSE:AGCO - Free Report) by 37.9% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 25,886 shares of the industrial products company's stock after selling 15,827 shares during the quarter. Mitsubishi UFJ Trust & Banking Corp's holdings in AGCO were worth $2,700,000 at the end of the most recent reporting period.

Several other institutional investors also recently modified their holdings of AGCO. M&T Bank Corp grew its position in shares of AGCO by 0.8% in the 4th quarter. M&T Bank Corp now owns 38,692 shares of the industrial products company's stock valued at $4,036,000 after purchasing an additional 309 shares during the period. Pictet Asset Management Holding SA raised its stake in shares of AGCO by 5.4% during the 4th quarter. Pictet Asset Management Holding SA now owns 9,172 shares of the industrial products company's stock worth $957,000 after purchasing an additional 472 shares in the last quarter. Inscription Capital LLC raised its stake in shares of AGCO by 158.5% during the 4th quarter. Inscription Capital LLC now owns 5,721 shares of the industrial products company's stock worth $597,000 after purchasing an additional 3,508 shares in the last quarter. Chicago Partners Investment Group LLC raised its stake in shares of AGCO by 33.7% during the 4th quarter. Chicago Partners Investment Group LLC now owns 4,056 shares of the industrial products company's stock worth $462,000 after purchasing an additional 1,023 shares in the last quarter. Finally, Optas LLC bought a new stake in AGCO in the 4th quarter valued at $227,000. 78.80% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

AGCO has been the topic of a number of research analyst reports. Weiss Ratings cut AGCO from a "buy (b-)" rating to a "hold (c+)" rating in a research note on Wednesday, April 29th. JPMorgan Chase & Co. increased their target price on AGCO from $123.00 to $138.00 and gave the stock an "overweight" rating in a report on Friday, February 6th. Oppenheimer increased their target price on AGCO from $132.00 to $136.00 and gave the stock an "outperform" rating in a report on Wednesday, April 22nd. Truist Financial upped their price objective on AGCO from $134.00 to $152.00 and gave the stock a "buy" rating in a research report on Monday, February 9th. Finally, Barclays upped their price objective on AGCO from $93.00 to $105.00 and gave the stock an "underweight" rating in a research report on Friday, February 6th. Three investment 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. According to data from MarketBeat, the stock has a consensus rating of "Hold" and an average target price of $123.09.

AGCO Price Performance

Shares of AGCO opened at $121.12 on Tuesday. The company has a market capitalization of $8.77 billion, a price-to-earnings ratio of 12.42, a price-to-earnings-growth ratio of 0.85 and a beta of 1.12. The business has a 50-day moving average of $120.84 and a 200-day moving average of $114.71. The company has a debt-to-equity ratio of 0.54, a current ratio of 1.39 and a quick ratio of 0.67. AGCO Corporation has a 1 year low of $93.30 and a 1 year high of $143.78.

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

AGCO Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, June 15th. Shareholders of record on Friday, May 15th will be paid a $0.30 dividend. This represents a $1.20 dividend on an annualized basis 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%.

Insider Buying and Selling

In other AGCO news, SVP Kelvin Eugene Bennett sold 2,300 shares of the firm's stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $137.04, for a total value of $315,192.00. Following the completion of the sale, the senior vice president owned 16,844 shares of the company's stock, valued at approximately $2,308,301.76. This trade represents a 12.01% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Company insiders own 0.62% 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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