Zacks Research Issues Optimistic Forecast for AGCO Earnings

Key Points

• Zacks Research has increased its Q3 2025 earnings per share (EPS) estimate for AGCO to $1.17, up from a previous forecast of $1.06, with a full-year EPS consensus at $4.20.
• AGCO's stock has seen significant price target revisions from various analysts, with Morgan Stanley setting a new target at $84.00 and UBS increasing its target to $119.00.
• The company recently declared a quarterly dividend of $0.29, translating to an annualized payout of $1.16, alongside a share repurchase plan authorizing $1 billion to buy back shares.

AGCO Corporation (NYSE:AGCO - Free Report) - Zacks Research raised their Q3 2025 earnings per share (EPS) estimates for shares of AGCO in a research note issued to investors on Thursday, August 14th. Zacks Research analyst Team now forecasts that the industrial products company will post earnings per share of $1.17 for the quarter, up from their previous estimate of $1.06. The consensus estimate for AGCO's current full-year earnings is $4.20 per share. Zacks Research also issued estimates for AGCO's Q4 2025 earnings at $1.82 EPS, Q1 2026 earnings at $0.94 EPS, Q3 2026 earnings at $1.53 EPS and Q1 2027 earnings at $1.53 EPS.

Other research analysts have also issued reports about the stock. Morgan Stanley boosted 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. Citigroup restated a "neutral" rating and issued a $110.00 target price on shares of AGCO in a research note on Friday, May 30th. UBS Group reaffirmed a "neutral" rating and set a $119.00 price target (up previously from $100.00) on shares of AGCO in a research note on Friday, August 8th. Oppenheimer raised their price target 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, Wall Street Zen upgraded AGCO from a "hold" rating to a "buy" rating in a research note on Saturday, August 2nd. Three investment analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company presently has an average rating of "Hold" and a consensus target price of $109.63.

AGCO Trading Up 0.3%

Shares of AGCO traded up $0.3160 during trading hours on Monday, reaching $113.4960. The stock had a trading volume of 630,746 shares, compared to its average volume of 958,904. The company has a market cap of $8.47 billion, a P/E ratio of 84.70, a P/E/G ratio of 1.78 and a beta of 1.21. The company has a quick ratio of 0.67, a current ratio of 1.48 and a debt-to-equity ratio of 0.66. AGCO has a 52 week low of $73.79 and a 52 week high of $121.16. The firm has a 50-day moving average of $108.24 and a 200 day moving average of $99.40.

AGCO (NYSE:AGCO - Get Free Report) last released 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. The firm had revenue of $2.64 billion during 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%.The business's revenue was down 18.8% on a year-over-year basis. 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.

Institutional Trading of AGCO

Hedge funds have recently made changes to their positions in the stock. Price T Rowe Associates Inc. MD lifted its position in shares of 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 valued at $646,648,000 after acquiring an additional 481,146 shares during the last quarter. Dimensional Fund Advisors LP lifted its position in AGCO by 12.1% during the 1st quarter. Dimensional Fund Advisors LP now owns 3,346,046 shares of the industrial products company's stock worth $309,745,000 after acquiring an additional 361,965 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its position in AGCO by 14.0% during 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 worth $306,112,000 after acquiring an additional 405,022 shares during the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its holdings in shares of AGCO by 534.7% during 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 worth $271,259,000 after purchasing an additional 2,444,615 shares during the period. Finally, Fuller & Thaler Asset Management Inc. boosted its position in shares of AGCO by 1.5% during the 4th quarter. Fuller & Thaler Asset Management Inc. now owns 2,744,133 shares of the industrial products company's stock valued at $256,522,000 after acquiring an additional 39,966 shares in the last quarter. Institutional investors own 78.80% of the company's stock.

Insider Activity

In other AGCO news, SVP Luis Fernando Sartini Felli sold 10,000 shares of the company's stock in a transaction dated Monday, August 11th. The shares were sold at an average price of $109.40, for a total value of $1,094,000.00. Following the transaction, the senior vice president directly owned 16,189 shares in the company, valued at approximately $1,771,076.60. This represents a 38.18% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. 16.90% of the stock is owned by corporate insiders.

AGCO Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, September 15th. Stockholders of record on Friday, August 15th will be paid a $0.29 dividend. This represents a $1.16 annualized dividend and a dividend yield of 1.0%. The ex-dividend date is Friday, August 15th. AGCO's dividend payout ratio (DPR) is 86.57%.

AGCO declared that its Board of Directors has initiated a stock repurchase 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 buy up to 12.2% of its shares through open market purchases. Shares repurchase plans are often a sign that the company's management believes its shares are undervalued.

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.