Brokers Issue Forecasts for AGCO's Q1 Earnings (NYSE:AGCO)

Key Points

• Zacks Research has dropped Q1 2026 earnings estimates for AGCO from $0.94 to $0.92 per share, while maintaining a "Strong-Buy" rating on the stock.
• AGCO's full-year earnings consensus estimate is currently at $4.20 per share, with predictions for earnings of $6.13 per share for FY2026 and $7.55 for FY2027.
• The company's board has approved a $1 billion stock repurchase plan to buy back up to 12.2% of its shares, indicating confidence in the company’s undervalued stock position.

AGCO Corporation (NYSE:AGCO - Free Report) - Equities research analysts at Zacks Research lowered their Q1 2026 EPS estimates for shares of AGCO in a report issued on Thursday, September 4th. Zacks Research analyst Team now expects that the industrial products company will post earnings per share of $0.92 for the quarter, down from their prior forecast of $0.94. 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 Q2 2026 earnings at $1.64 EPS, Q3 2026 earnings at $1.54 EPS, Q4 2026 earnings at $2.03 EPS, FY2026 earnings at $6.13 EPS, Q2 2027 earnings at $2.12 EPS and FY2027 earnings at $7.55 EPS.

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

AGCO has been the subject of a number of other reports. Morgan Stanley raised their price objective on shares of AGCO from $75.00 to $84.00 and gave the stock an "underweight" rating in a research note on Monday, May 12th. The Goldman Sachs Group lifted their target price on shares of AGCO from $91.00 to $107.00 and gave the stock a "neutral" rating in a research note on Tuesday, May 27th. UBS Group reaffirmed a "neutral" rating and issued a $119.00 target price (up from $100.00) on shares of AGCO in a research note on Friday, August 8th. Oppenheimer lifted their target price on shares of AGCO from $108.00 to $115.00 and gave the stock an "outperform" rating in a research note on Tuesday, July 15th. Finally, Citigroup reaffirmed a "neutral" rating and issued a $110.00 target price on shares of AGCO in a research note on Friday, May 30th. One investment analyst has rated the stock with a Strong Buy rating, three have given a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock has an average rating of "Hold" and an average target price of $109.38.

AGCO Price Performance

Shares of AGCO traded up $1.35 during mid-day trading on Friday, reaching $111.04. 795,645 shares of the company's stock were exchanged, compared to its average volume of 711,674. The company has a quick ratio of 0.67, a current ratio of 1.48 and a debt-to-equity ratio of 0.66. The company has a 50-day simple moving average of $110.70 and a two-hundred day simple moving average of $100.48. AGCO has a 52-week low of $73.79 and a 52-week high of $121.16. The company has a market cap of $8.29 billion, a price-to-earnings ratio of 82.87, a PEG ratio of 1.75 and a beta of 1.20.

AGCO Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, September 15th. Investors of record on Friday, August 15th will be issued a dividend of $0.29 per share. The ex-dividend date is Friday, August 15th. This represents a $1.16 annualized dividend and a dividend yield of 1.0%. AGCO's payout ratio is presently 86.57%.

AGCO announced that its board has authorized a stock buyback program on Wednesday, July 9th that authorizes the company to repurchase $1.00 billion in shares. This repurchase authorization authorizes the industrial products company to reacquire up to 12.2% of its shares through open market purchases. Shares repurchase programs are often a sign that the company's board believes its shares are undervalued.

Insider Buying and Selling at AGCO

In related news, SVP Luis Fernando Sartini Felli sold 10,000 shares of AGCO stock in a transaction on Monday, August 11th. The shares were sold at an average price of $109.40, for a total transaction of $1,094,000.00. Following the transaction, the senior vice president owned 16,189 shares in the company, 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 can be accessed through this link. Insiders own 16.90% of the company's stock.

Institutional Investors Weigh In On AGCO

Hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Teacher Retirement System of Texas bought a new stake in shares of AGCO in the 1st quarter worth about $1,212,000. GAMMA Investing LLC increased its position in shares of AGCO by 66.9% in the 1st quarter. GAMMA Investing LLC now owns 908 shares of the industrial products company's stock worth $84,000 after purchasing an additional 364 shares during the last quarter. Envestnet Asset Management Inc. increased its position in shares of AGCO by 9.0% in the 1st quarter. Envestnet Asset Management Inc. now owns 99,951 shares of the industrial products company's stock worth $9,252,000 after purchasing an additional 8,293 shares during the last quarter. Baker Ellis Asset Management LLC increased its position in shares of AGCO by 9.0% in the 1st quarter. Baker Ellis Asset Management LLC now owns 29,934 shares of the industrial products company's stock worth $2,771,000 after purchasing an additional 2,480 shares during the last quarter. Finally, UMB Bank n.a. increased its position in shares of AGCO by 140.7% in the 1st quarter. UMB Bank n.a. now owns 811 shares of the industrial products company's stock worth $75,000 after purchasing an additional 474 shares during the last quarter. Hedge funds and other institutional investors own 78.80% of the company's stock.

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.