Zacks Research Estimates AGCO's Q4 Earnings (NYSE:AGCO)

Key Points

• Zacks Research raised AGCO’s Q4 2026 earnings estimate to $2.24 per share from $2.21, while full-year 2026 consensus earnings stand at $5.55 per share.
• Analyst sentiment remains mixed: AGCO has a consensus “Hold” rating from MarketBeat, with a consensus price target of $120.33 after several firms lowered their targets.
• AGCO’s latest quarter fell slightly short of expectations, reporting $1.43 EPS and $2.61 billion in revenue; the company also declared a $0.30 quarterly dividend, yielding about 1.2% annually.

AGCO Corporation (NYSE:AGCO - Free Report) - Zacks Research raised their Q4 2026 earnings estimates for shares of AGCO in a research report issued to clients and investors on Thursday, August 20th. Zacks Research analyst Team now expects that the industrial products company will post earnings of $2.24 per share for the quarter, up from their previous forecast of $2.21. The consensus estimate for AGCO's current full-year earnings is $5.55 per share. Zacks Research also issued estimates for AGCO's Q1 2027 earnings at $1.20 EPS, Q3 2027 earnings at $1.42 EPS and Q4 2027 earnings at $2.35 EPS.

A number of other analysts have also issued reports on AGCO. Truist Financial reissued a "buy" rating and issued a $135.00 target price (down from $159.00) on shares of AGCO in a research report on Friday, July 31st. Oppenheimer decreased their price target on shares of AGCO from $134.00 to $127.00 and set an "outperform" rating for the company in a research note on Friday, July 31st. JPMorgan Chase & Co. reduced their price objective on shares of AGCO from $143.00 to $130.00 and set an "overweight" rating on the stock in a report on Monday, July 13th. Weiss Ratings lowered AGCO from a "hold (c+)" rating to a "hold (c)" rating in a report on Friday, July 31st. Finally, Citigroup decreased their target price on AGCO from $125.00 to $115.00 and set a "neutral" rating for the company in a research note on Monday, August 3rd. Four 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, AGCO currently has a consensus rating of "Hold" and a consensus price target of $120.33.

AGCO Stock Up 4.5%

Shares of AGCO opened at $104.01 on Friday. AGCO has a 12-month low of $98.22 and a 12-month high of $143.78. The firm has a market cap of $7.28 billion, a P/E ratio of 14.39, a price-to-earnings-growth ratio of 0.83 and a beta of 1.08. The company's 50-day moving average price is $111.35 and its 200 day moving average price is $117.50. The company has a current ratio of 1.32, a quick ratio of 0.58 and a debt-to-equity ratio of 0.53.

AGCO (NYSE:AGCO - Get Free Report) last released its quarterly earnings results on Thursday, July 30th. The industrial products company reported $1.43 EPS for the quarter, missing the consensus estimate of $1.46 by ($0.03). AGCO had a net margin of 5.15% and a return on equity of 10.09%. The firm had revenue of $2.61 billion for the quarter, compared to analysts' expectations of $2.75 billion. During the same period in the previous year, the firm posted $1.35 EPS. The firm's quarterly 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.

AGCO Announces Dividend

The company 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 $0.30 dividend. This represents a $1.20 annualized dividend and a dividend yield of 1.2%. The ex-dividend date of this dividend is Friday, August 14th. AGCO's payout ratio is presently 16.60%.

Insider Transactions at AGCO

In other news, Director Lange Bob De acquired 1,000 shares of AGCO stock in a transaction on Friday, August 14th. The stock was bought at an average price of $100.71 per share, for a total transaction of $100,710.00. Following the completion of the purchase, the director owned 18,717 shares in the company, valued at $1,884,989.07. This represents a 5.64% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, major shareholder & Farm Equipment Ltd Tractors sold 492,418 shares of the business's stock in a transaction that occurred on Wednesday, August 5th. The shares were sold at an average price of $115.33, for a total value of $56,790,567.94. Following the completion of the sale, the insider owned 3,017,565 shares of the company's stock, valued at approximately $348,015,771.45. This represents a 14.03% decrease in their position. The SEC filing for this sale provides additional information. 0.62% of the stock is owned by corporate insiders.

Institutional Trading of AGCO

Several institutional investors and hedge funds have recently bought and sold shares of the business. Northwestern Mutual Wealth Management Co. purchased a new position in AGCO during the 2nd quarter worth $29,000. EverSource Wealth Advisors LLC increased its stake in AGCO by 951.9% in the second quarter. EverSource Wealth Advisors LLC now owns 284 shares of the industrial products company's stock valued at $29,000 after purchasing an additional 257 shares during the period. Advisory Services Network LLC purchased a new stake in shares of AGCO in the third quarter valued at about $33,000. Geneos Wealth Management Inc. raised its holdings in shares of AGCO by 109.2% in the first quarter. Geneos Wealth Management Inc. now owns 364 shares of the industrial products company's stock valued at $34,000 after buying an additional 190 shares during the last quarter. Finally, Torren Management LLC acquired a new stake in shares of AGCO during the fourth quarter worth about $35,000. Hedge funds and other institutional investors own 78.80% 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.

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.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source