Sidoti Issues Optimistic Estimate for Alamo Group Earnings

Key Points

• Sidoti modestly raised its Q2 2026 EPS estimate to $2.92 (from $2.89) and projects FY2027 EPS of $12.00, while consensus for FY2026 sits at $10.31.
• Q1 beat: Alamo reported adjusted EPS of $2.56 vs. $2.20 expected and revenue of $417.15M vs. $398.02M, and management closed the Petersen acquisition with integration underway, though margins and operating cash flow showed near‑term pressure.
• Analyst sentiment is mixed but the consensus is a “Moderate Buy” with an average target of $225; insiders signaled confidence with the CEO buying shares, while the stock trades at ~20x P/E and yields about 0.8%.

Alamo Group, Inc. (NYSE:ALG - Free Report) - Analysts at Sidoti boosted their Q2 2026 earnings estimates for Alamo Group in a report issued on Tuesday, May 5th. Sidoti analyst G. Burns now expects that the industrial products company will earn $2.92 per share for the quarter, up from their prior forecast of $2.89. The consensus estimate for Alamo Group's current full-year earnings is $10.31 per share. Sidoti also issued estimates for Alamo Group's Q3 2026 earnings at $2.67 EPS, Q4 2026 earnings at $2.46 EPS, Q1 2027 earnings at $2.74 EPS, Q2 2027 earnings at $3.31 EPS, Q3 2027 earnings at $3.13 EPS and FY2027 earnings at $12.00 EPS.

Alamo Group (NYSE:ALG - Get Free Report) last posted its earnings results on Monday, May 4th. The industrial products company reported $2.56 EPS for the quarter, topping analysts' consensus estimates of $2.20 by $0.36. The business had revenue of $417.15 million during the quarter, compared to the consensus estimate of $398.02 million. Alamo Group had a net margin of 6.21% and a return on equity of 9.80%.

A number of other research analysts also recently weighed in on the company. Zacks Research downgraded Alamo Group from a "hold" rating to a "strong sell" rating in a report on Thursday, March 5th. William Blair assumed coverage on Alamo Group in a research note on Monday, March 16th. They issued an "outperform" rating on the stock. DA Davidson reaffirmed a "neutral" rating and issued a $190.00 price objective on shares of Alamo Group in a research note on Wednesday, April 29th. Finally, Weiss Ratings reaffirmed a "hold (c)" rating on shares of Alamo Group in a research note on Friday, March 27th. One equities research analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating, two have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, Alamo Group currently has a consensus rating of "Moderate Buy" and an average target price of $225.00.

Alamo Group Stock Performance

Shares of ALG opened at $166.95 on Wednesday. The firm has a market capitalization of $2.02 billion, a P/E ratio of 19.97, a PEG ratio of 1.02 and a beta of 1.17. The company has a debt-to-equity ratio of 0.17, a current ratio of 4.57 and a quick ratio of 2.82. Alamo Group has a one year low of $156.29 and a one year high of $233.29. The business has a fifty day moving average of $175.85 and a 200 day moving average of $179.20.

Institutional Investors Weigh In On Alamo Group

Hedge funds and other institutional investors have recently made changes to their positions in the company. Global Retirement Partners LLC boosted its stake in shares of Alamo Group by 136.2% during the 4th quarter. Global Retirement Partners LLC now owns 307 shares of the industrial products company's stock worth $52,000 after purchasing an additional 177 shares during the period. Jones Financial Companies Lllp lifted its stake in Alamo Group by 3,140.0% in the first quarter. Jones Financial Companies Lllp now owns 324 shares of the industrial products company's stock worth $58,000 after purchasing an additional 314 shares during the last quarter. MAI Capital Management bought a new stake in Alamo Group in the third quarter worth about $73,000. Kestra Advisory Services LLC purchased a new position in shares of Alamo Group during the fourth quarter valued at approximately $76,000. Finally, State of Wyoming grew its stake in shares of Alamo Group by 76.5% during the fourth quarter. State of Wyoming now owns 473 shares of the industrial products company's stock valued at $79,000 after buying an additional 205 shares during the last quarter. Hedge funds and other institutional investors own 92.36% of the company's stock.

Insiders Place Their Bets

In related news, CEO Robert Paul Hureau acquired 460 shares of the firm's stock in a transaction on Monday, March 9th. The shares were acquired at an average cost of $164.40 per share, for a total transaction of $75,624.00. Following the completion of the transaction, the chief executive officer directly owned 12,506 shares in the company, valued at approximately $2,055,986.40. This trade represents a 3.82% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Nina C. Grooms sold 499 shares of Alamo Group stock in a transaction that occurred on Wednesday, March 11th. The stock was sold at an average price of $175.19, for a total value of $87,419.81. Following the completion of the transaction, the director owned 2,844 shares of the company's stock, valued at approximately $498,240.36. This trade represents a 14.93% decrease in their position. The SEC filing for this sale provides additional information. 1.06% of the stock is currently owned by insiders.

Alamo Group Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, April 29th. Shareholders of record on Wednesday, April 15th were paid a dividend of $0.34 per share. This represents a $1.36 annualized dividend and a yield of 0.8%. The ex-dividend date of this dividend was Wednesday, April 15th. Alamo Group's payout ratio is presently 15.83%.

Alamo Group News Summary

Here are the key news stories impacting Alamo Group this week:

• Positive Sentiment: Q1 top‑line and adjusted EPS beat Street expectations — net sales $417.1M (up 6.7% YoY) and adjusted EPS $2.56 beat consensus, supporting the view of underlying demand and pricing power. Alamo Group (ALG) Q1 Earnings and Revenues Top Estimates
• Positive Sentiment: Acquisition progress — Alamo closed the Petersen acquisition and management said integration/synergy work is underway, which could drive medium‑term revenue/scale benefits. ALAMO GROUP ANNOUNCES FINANCIAL RESULTS FOR THE FIRST QUARTER 2026
• Positive Sentiment: Insider purchases and some analyst support — recent insider buys and at least one Outperform rating provide a vote of confidence from management and selective sell‑side support. Alamo Group (ALG) Stock Rises on Q1 2026 Earnings
• Neutral Sentiment: Earnings call detail — the Q1 call reiterated product innovation and cost/operational initiatives but highlighted ongoing margin headwinds; useful for tracking management’s execution plan signal versus prior guidance. Alamo Group Inc. (ALG) Q1 2026 Earnings Call Transcript
• Neutral Sentiment: Media deep‑dives note acquisitions and innovation are offsetting some margin pressure — a balanced read for investors weighing growth initiatives against near‑term margin volatility. ALG Q1 deep dive: Acquisitions and product innovation offset margin pressure
• Negative Sentiment: Margin and profitability compression — operating profit and net income declined YoY, gross profit rose only modestly, and diluted EPS fell on a GAAP basis year‑over‑year, raising near‑term margin concerns. Alamo Group (ALG) Stock Rises on Q1 2026 Earnings
• Negative Sentiment: Cash flow and leverage signals — operating cash flow swung to a significant outflow in the quarter and total liabilities increased, which could pressure liquidity metrics if trends continue. Alamo Group (ALG) Stock Rises on Q1 2026 Earnings
• Negative Sentiment: Analyst bearish note — Sidoti published a bearish Q1 preview/forecast ahead of results, adding downward pressure from investor doubt on margin recovery. Sidoti Has Bearish Forecast for Alamo Group Q1 Earnings

About Alamo Group

Alamo Group, Inc engages in the design, manufacture and marketing of equipment for vegetation management, roadside maintenance, agricultural harvesting and industrial applications. The company offers a broad portfolio of products, including boom mowers, flail mowers, rotary cutters, snow removal equipment, slurry seal machines, railcar movers and tow tractors. These offerings are distributed under a variety of brand names and through a network of independent dealerships and distributors, meeting the needs of municipalities, highway departments, agricultural producers and industrial operators.

The company operates through two primary segments: Agricultural and Industrial.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.