Fideuram Intesa Sanpaolo Private Banking S.P.A. Invests $500,000 in AGCO Corporation $AGCO

Fideuram Intesa Sanpaolo Private Banking S.P.A. purchased a new position in AGCO Corporation (NYSE:AGCO) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 4,791 shares of the industrial products company’s stock, valued at approximately $500,000.

Several other hedge funds and other institutional investors have also recently modified their holdings of the business. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its position in AGCO by 46.2% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 4,958 shares of the industrial products company’s stock worth $459,000 after purchasing an additional 1,567 shares during the last quarter. Jones Financial Companies Lllp increased its position in AGCO by 29.7% during the first quarter. Jones Financial Companies Lllp now owns 650 shares of the industrial products company’s stock worth $61,000 after purchasing an additional 149 shares during the last quarter. Goldman Sachs Group Inc. increased its position in AGCO by 39.6% during the first quarter. Goldman Sachs Group Inc. now owns 215,242 shares of the industrial products company’s stock worth $19,925,000 after purchasing an additional 61,009 shares during the last quarter. Empowered Funds LLC increased its position in AGCO by 3.1% during the first quarter. Empowered Funds LLC now owns 5,876 shares of the industrial products company’s stock worth $544,000 after purchasing an additional 176 shares during the last quarter. Finally, Geneos Wealth Management Inc. increased its position in AGCO by 109.2% during the first quarter. Geneos Wealth Management Inc. now owns 364 shares of the industrial products company’s stock worth $34,000 after purchasing an additional 190 shares during the last quarter. 78.80% of the stock is owned by hedge funds and other institutional investors.

AGCO Price Performance

Shares of AGCO opened at $113.08 on Friday. AGCO Corporation has a 1-year low of $95.96 and a 1-year high of $143.78. The stock has a market cap of $8.19 billion, a PE ratio of 10.90, a P/E/G ratio of 0.76 and a beta of 1.12. The firm has a 50-day simple moving average of $116.49 and a two-hundred day simple moving average of $115.43. The company has a debt-to-equity ratio of 0.47, a current ratio of 1.29 and a quick ratio of 0.57.

AGCO (NYSE:AGCO) last announced its quarterly earnings results on Tuesday, May 5th. The industrial products company reported $0.94 earnings per share for the quarter, beating analysts’ consensus estimates of $0.44 by $0.50. AGCO had a net margin of 7.43% and a return on equity of 9.99%. The business had revenue of $2.34 billion during the quarter, compared to analysts’ expectations of $2.26 billion. During the same period last year, the business earned $0.41 earnings per share. The business’s revenue for the quarter was up 14.3% on a year-over-year basis. AGCO has set its FY 2026 guidance at 6.000-6.000 EPS. As a group, analysts forecast that AGCO Corporation will post 5.97 EPS for the current year.

AGCO Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, June 15th. Investors of record on Friday, May 15th will be issued a dividend of $0.30 per share. This is a positive change from AGCO’s previous quarterly dividend of $0.29. The ex-dividend date is Friday, May 15th. This represents a $1.20 dividend on an annualized basis and a yield of 1.1%. AGCO’s dividend payout ratio (DPR) is 11.57%.

Wall Street Analyst Weigh In

Several equities research analysts recently issued reports on the stock. Truist Financial raised their price objective on shares of AGCO from $134.00 to $152.00 and gave the stock a “buy” rating in a research report on Monday, February 9th. Morgan Stanley restated an “underweight” rating and set a $108.00 price objective on shares of AGCO in a research report on Thursday, May 14th. Barclays raised their price objective on shares of AGCO from $93.00 to $105.00 and gave the stock an “underweight” rating in a research report on Friday, February 6th. Oppenheimer set a $134.00 price objective on shares of AGCO in a research report on Wednesday, May 6th. Finally, Weiss Ratings upgraded shares of AGCO from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Wednesday, May 13th. Four analysts have rated the stock with a Buy rating, six have assigned a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat.com, AGCO presently has an average rating of “Hold” and a consensus price target of $124.73.

Key AGCO News

Here are the key news stories impacting AGCO this week:

• Positive Sentiment: Zacks Research raised AGCO’s FY2026 EPS estimate to $5.92 from $5.57, implying better near-term earnings power than previously expected.
• Positive Sentiment: The firm also increased FY2027 EPS forecasts to $7.94 from $7.40, pointing to a stronger outlook for next year.
• Positive Sentiment: Several quarterly estimates were lifted as well, including Q2 2026, Q1 2027, Q2 2027, Q3 2027, Q4 2027, and Q1 2028, which reinforces the view that AGCO’s earnings trajectory may be improving. Article Source
• Neutral Sentiment: AGCO’s current full-year consensus estimate remains around $5.97 to $5.98 per share, so the new forecasts are constructive but not dramatically above the market’s near-term expectations.
• Negative Sentiment: One near-term estimate was trimmed: Zacks lowered its Q3 2026 EPS forecast to $1.37 from $1.50, which suggests some quarter-to-quarter volatility remains. Article Source

Insider Buying and Selling

In other AGCO news, major shareholder & Farm Equipment Ltd Tractors sold 422,590 shares of the business’s stock in a transaction dated Tuesday, May 5th. The shares were sold at an average price of $123.28, for a total transaction of $52,096,895.20. Following the sale, the insider directly owned 3,149,820 shares in the company, valued at $388,309,809.60. This represents a 11.83% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 0.62% of the stock is owned by company insiders.

AGCO 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.