Analysts Set Expectations for AGCO's Q3 Earnings (NYSE:AGCO)

Key Points

• Zacks Research has raised its Q3 2025 EPS estimate for AGCO from $1.17 to $1.18, maintaining a "Strong-Buy" rating on the stock.
• AGCO's Q2 earnings report showed a net margin of 0.98% and beat the consensus EPS estimate of $1.06 by $0.29, despite a revenue decline of 18.8% year-over-year.
• The company recently announced a quarterly dividend of $0.29 per share, with an annualized yield of 1.0%, and a stock buyback plan allowing repurchase of up to $1 billion in shares.

AGCO Corporation (NYSE:AGCO - Free Report) - Equities researchers at Zacks Research increased their Q3 2025 earnings per share (EPS) estimates for AGCO in a research report issued on Wednesday, August 20th. Zacks Research analyst Team now anticipates that the industrial products company will post earnings per share of $1.18 for the quarter, up from their prior forecast of $1.17. Zacks Research currently has a "Strong-Buy" rating on the stock. The consensus estimate for AGCO's current full-year earnings is $4.20 per share. Zacks Research also issued estimates for AGCO's FY2026 earnings at $6.10 EPS and FY2027 earnings at $7.51 EPS.

AGCO (NYSE:AGCO - Get Free Report) last announced its quarterly earnings results on Thursday, July 31st. The industrial products company reported $1.35 earnings per share for the quarter, beating analysts' consensus estimates of $1.06 by $0.29. AGCO had a return on equity of 8.27% and a net margin of 0.98%.The business had revenue of $2.64 billion during the quarter, compared to analysts' expectations of $2.52 billion. During the same quarter last year, the business posted $2.53 earnings per share. The business's revenue for the quarter was down 18.8% on a year-over-year basis. AGCO has set its FY 2025 guidance at 4.750-5.00 EPS.

Other research analysts have also recently issued research reports about the company. Citigroup restated a "neutral" rating and issued a $110.00 price target on shares of AGCO in a research report on Friday, May 30th. UBS Group restated a "neutral" rating and issued a $119.00 target price (up from $100.00) on shares of AGCO in a report on Friday, August 8th. Morgan Stanley upped their target price on shares of AGCO from $75.00 to $84.00 and gave the company an "underweight" rating in a report on Monday, May 12th. JPMorgan Chase & Co. upped their target price on shares of AGCO from $130.00 to $137.00 and gave the company an "overweight" rating in a report on Friday, August 1st. Finally, The Goldman Sachs Group upped their target price on shares of AGCO from $91.00 to $107.00 and gave the company a "neutral" rating in a report on Tuesday, May 27th. One equities research analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the company has an average rating of "Hold" and an average target price of $109.63.

AGCO Price Performance

Shares of AGCO stock traded down $5.10 during mid-day trading on Monday, reaching $108.04. The stock had a trading volume of 1,132,802 shares, compared to its average volume of 746,543. AGCO has a 12-month low of $73.79 and a 12-month high of $121.16. The company has a market cap of $8.06 billion, a P/E ratio of 80.63, a price-to-earnings-growth ratio of 1.78 and a beta of 1.21. The business has a 50-day simple moving average of $110.00 and a 200 day simple moving average of $100.13. The company has a current ratio of 1.48, a quick ratio of 0.67 and a debt-to-equity ratio of 0.66.

AGCO declared that its Board of Directors has initiated a share buyback plan on Wednesday, July 9th that allows the company to repurchase $1.00 billion in outstanding shares. This repurchase authorization allows the industrial products company to repurchase up to 12.2% of its shares through open market purchases. Shares repurchase plans are often an indication that the company's leadership believes its stock is undervalued.

AGCO Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Monday, September 15th. Investors of record on Friday, August 15th will be given a dividend of $0.29 per share. The ex-dividend date of this dividend is Friday, August 15th. This represents a $1.16 annualized dividend and a yield of 1.1%. AGCO's payout ratio is 86.57%.

Insider Buying and Selling

In related news, SVP Luis Fernando Sartini Felli sold 10,000 shares of the business's stock in a transaction that occurred on Monday, August 11th. The stock was sold at an average price of $109.40, for a total transaction of $1,094,000.00. Following the transaction, the senior vice president directly owned 16,189 shares of the company's stock, valued at approximately $1,771,076.60. The trade was a 38.18% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Company insiders own 16.60% of the company's stock.

Hedge Funds Weigh In On AGCO

Several hedge funds and other institutional investors have recently bought and sold shares of the stock. Price T Rowe Associates Inc. MD lifted its position in AGCO by 7.4% during the 1st quarter. Price T Rowe Associates Inc. MD now owns 6,985,474 shares of the industrial products company's stock worth $646,648,000 after acquiring an additional 481,146 shares in the last quarter. Dimensional Fund Advisors LP raised its position in shares of AGCO by 12.1% in the 1st quarter. Dimensional Fund Advisors LP now owns 3,346,046 shares of the industrial products company's stock valued at $309,745,000 after purchasing an additional 361,965 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its position in shares of AGCO by 14.0% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 3,306,812 shares of the industrial products company's stock valued at $306,112,000 after purchasing an additional 405,022 shares in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its position in shares of AGCO by 534.7% in the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 2,901,790 shares of the industrial products company's stock valued at $271,259,000 after purchasing an additional 2,444,615 shares in the last quarter. Finally, Massachusetts Financial Services Co. MA raised its position in shares of AGCO by 12.4% in the 2nd quarter. Massachusetts Financial Services Co. MA now owns 2,139,567 shares of the industrial products company's stock valued at $220,718,000 after purchasing an additional 236,089 shares in the last quarter. 78.80% of the stock is owned by institutional investors and hedge funds.

AGCO Company Profile

AGCO Corporation manufactures and distributes agricultural equipment and related replacement parts worldwide. It offers horsepower tractors for row crop production, soil cultivation, planting, land leveling, seeding, and commercial hay operations; utility tractors for small- and medium-sized farms, as well as for dairy, livestock, orchards, and vineyards; and compact tractors for small farms, specialty agricultural industries, landscaping, equestrian, and residential uses.