Zacks Research Issues Negative Estimate for AGCO Earnings

Key Points

• Zacks Research has lowered its Q1 2026 earnings per share estimate for AGCO Corporation from $0.92 to $0.91, maintaining a "Hold" rating for the stock.
• Several other firms have recently adjusted their ratings, with Wall Street Zen upgrading AGCO to a "Buy" and other firms changing their price targets.
• AGCO recently declared a quarterly dividend of $0.29 per share, reflecting a 1.1% yield, and announced a $1 billion stock repurchase plan to buy back outstanding shares.

AGCO Corporation (NYSE:AGCO - Free Report) - Analysts at Zacks Research dropped their Q1 2026 earnings per share estimates for shares of AGCO in a research note issued to investors on Monday, September 22nd. Zacks Research analyst Team now anticipates that the industrial products company will earn $0.91 per share for the quarter, down from their prior estimate of $0.92. Zacks Research currently has a "Hold" 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 Q2 2026 earnings at $1.65 EPS.

Several other research firms have also commented on AGCO. Wall Street Zen raised shares of AGCO from a "hold" rating to a "buy" rating in a report on Saturday, August 2nd. JPMorgan Chase & Co. cut their price target on shares of AGCO from $137.00 to $135.00 and set an "overweight" rating for the company in a research report on Tuesday, September 2nd. The Goldman Sachs Group raised their price objective on AGCO from $91.00 to $107.00 and gave the company a "neutral" rating in a research note on Tuesday, May 27th. UBS Group reissued a "neutral" rating and issued a $119.00 target price (up previously from $100.00) on shares of AGCO in a research note on Friday, August 8th. Finally, Oppenheimer dropped their target price on AGCO from $124.00 to $123.00 and set an "outperform" rating for the company in a report on Thursday, September 18th. Three investment analysts have rated the stock with a Buy rating, six have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the company currently has a consensus rating of "Hold" and a consensus price target of $110.38.

AGCO Stock Down 0.2%

Shares of NYSE AGCO opened at $109.47 on Tuesday. The stock has a market capitalization of $8.17 billion, a P/E ratio of 81.69, a PEG ratio of 1.75 and a beta of 1.20. AGCO has a one year low of $73.79 and a one year high of $121.16. The firm's 50 day simple moving average is $110.71 and its two-hundred day simple moving average is $101.51. The company has a debt-to-equity ratio of 0.66, a current ratio of 1.48 and a quick ratio of 0.67.

AGCO (NYSE:AGCO - Get Free Report) last announced its quarterly earnings data 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. The company had revenue of $2.64 billion for the quarter, compared to analysts' expectations of $2.52 billion. AGCO had a return on equity of 8.27% and a net margin of 0.98%.AGCO's revenue for the quarter was down 18.8% compared to the same quarter last year. During the same period last year, the firm posted $2.53 EPS. AGCO has set its FY 2025 guidance at 4.750-5.00 EPS.

AGCO Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, September 15th. Shareholders of record on Friday, August 15th were paid a dividend of $0.29 per share. The ex-dividend date was Friday, August 15th. This represents a $1.16 dividend on an annualized basis and a yield of 1.1%. AGCO's payout ratio is presently 86.57%.

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

Insider Transactions at AGCO

In other AGCO news, SVP Luis Fernando Sartini Felli sold 10,000 shares of the business's stock in a transaction on Monday, August 11th. The stock was sold at an average price of $109.40, for a total value of $1,094,000.00. Following the sale, 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 ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Insiders own 16.90% of the company's stock.

Hedge Funds Weigh In On AGCO

Several large investors have recently modified their holdings of AGCO. ProShare Advisors LLC grew its position in AGCO by 4.4% during the 4th quarter. ProShare Advisors LLC now owns 3,635 shares of the industrial products company's stock valued at $340,000 after purchasing an additional 154 shares during the last quarter. Tidal Investments LLC grew its holdings in shares of AGCO by 4.1% during the fourth quarter. Tidal Investments LLC now owns 9,344 shares of the industrial products company's stock valued at $873,000 after buying an additional 370 shares during the last quarter. Two Sigma Investments LP bought a new stake in shares of AGCO during the fourth quarter valued at approximately $4,540,000. Two Sigma Advisers LP bought a new stake in shares of AGCO during the fourth quarter valued at approximately $3,702,000. Finally, Wolverine Trading LLC raised its holdings in AGCO by 201.2% in the 4th quarter. Wolverine Trading LLC now owns 4,252 shares of the industrial products company's stock worth $396,000 after acquiring an additional 8,452 shares during the last quarter. Hedge funds and other institutional investors own 78.80% of the company's stock.

About AGCO

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.

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