9,085 Shares in AGCO Corporation $AGCO Purchased by Redwood Investment Management LLC

Redwood Investment Management LLC acquired a new stake in AGCO Corporation (NYSE:AGCO) in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 9,085 shares of the industrial products company’s stock, valued at approximately $1,053,000.

A number of other hedge funds have also recently added to or reduced their stakes in AGCO. UMB Bank n.a. increased its position in AGCO by 16.8% during the 4th quarter. UMB Bank n.a. now owns 759 shares of the industrial products company’s stock worth $79,000 after purchasing an additional 109 shares during the period. Signaturefd LLC raised its stake in shares of AGCO by 30.1% during the 4th quarter. Signaturefd LLC now owns 506 shares of the industrial products company’s stock worth $53,000 after buying an additional 117 shares in the last quarter. Choreo LLC lifted its holdings in shares of AGCO by 2.0% in the 4th quarter. Choreo LLC now owns 6,533 shares of the industrial products company’s stock valued at $684,000 after buying an additional 128 shares during the period. Gateway Investment Advisers LLC lifted its holdings in shares of AGCO by 6.1% in the 4th quarter. Gateway Investment Advisers LLC now owns 2,367 shares of the industrial products company’s stock valued at $247,000 after buying an additional 137 shares during the period. Finally, EverSource Wealth Advisors LLC boosted its stake in shares of AGCO by 36.0% in the first quarter. EverSource Wealth Advisors LLC now owns 521 shares of the industrial products company’s stock valued at $60,000 after buying an additional 138 shares in the last quarter. Institutional investors and hedge funds own 78.80% of the company’s stock.

Key AGCO News

Here are the key news stories impacting AGCO this week:

• Positive Sentiment: Truist Financial reaffirmed its Buy rating, while maintaining a $135 price target. Although the target was reduced from $159, it still indicates substantial potential upside from recent levels. Benzinga analyst rating report
• Positive Sentiment: Zacks Research made modest upward revisions to several longer-term earnings estimates, including FY2026 EPS to $5.95 from $5.91, Q1 2028 EPS to $2.00 from $1.98, and FY2028 EPS to $9.19 from $9.16. These revisions suggest some confidence in an eventual earnings recovery. MarketBeat AGCO estimates
• Neutral Sentiment: Wells Fargo lowered its price target to $117 from $132 and adopted an Equal Weight rating. The revised target remains above the recent trading level, but the downgrade reflects more limited confidence in near-term outperformance. Benzinga Wells Fargo report
• Negative Sentiment: AGCO’s second-quarter adjusted EPS was $1.43, below the $1.48 consensus estimate, while revenue of $2.61 billion missed expectations of approximately $2.74 billion. Sales fell 1% year over year, highlighting softer operating conditions. AGCO second-quarter results
• Negative Sentiment: Management cut 2026 adjusted EPS guidance to approximately $5.50–$5.75, below the roughly $5.99 consensus, and reduced revenue guidance to $10.1–$10.2 billion versus expectations near $10.6 billion. The company cited weaker farm demand, margin pressure and tariff costs. AGCO outlook report
• Negative Sentiment: Zacks reduced its FY2027 EPS estimate to $7.63 from $7.97 and lowered several 2027 quarterly forecasts, reinforcing concerns that the agricultural-equipment downturn could persist beyond 2026. Zacks AGCO earnings report

AGCO Trading Up 0.2%

Shares of AGCO stock opened at $102.40 on Monday. AGCO Corporation has a 1 year low of $99.21 and a 1 year high of $143.78. The company has a debt-to-equity ratio of 0.53, a current ratio of 1.32 and a quick ratio of 0.58. The business has a 50 day moving average price of $114.93 and a 200 day moving average price of $118.58. The company has a market capitalization of $7.41 billion, a P/E ratio of 14.16, a P/E/G ratio of 0.84 and a beta of 1.07.

AGCO (NYSE:AGCO) last released its quarterly earnings results on Thursday, July 30th. The industrial products company reported $1.43 earnings per share for the quarter, missing the consensus estimate of $1.46 by ($0.03). AGCO had a return on equity of 10.09% and a net margin of 5.15%.The company had revenue of $2.61 billion for the quarter, compared to analysts’ expectations of $2.75 billion. During the same period in the previous year, the business posted $1.35 EPS. The business’s quarterly revenue was down 1.0% on a year-over-year basis. AGCO has set its FY 2026 guidance at 5.500-5.750 EPS. Sell-side analysts anticipate that AGCO Corporation will post 5.63 EPS for the current fiscal year.

AGCO Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 15th. Investors of record on Friday, August 14th will be given a dividend of $0.30 per share. This represents a $1.20 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date is Friday, August 14th. AGCO’s dividend payout ratio (DPR) is currently 16.60%.

Wall Street Analysts Forecast Growth

AGCO has been the topic of a number of recent analyst reports. Wells Fargo & Company dropped their price objective on AGCO from $132.00 to $117.00 and set an “equal weight” rating on the stock in a report on Friday. Truist Financial reissued a “buy” rating and issued a $135.00 target price (down from $159.00) on shares of AGCO in a report on Friday. DA Davidson set a $151.00 target price on shares of AGCO in a research report on Friday. Weiss Ratings cut shares of AGCO from a “hold (c+)” rating to a “hold (c)” rating in a research note on Friday. Finally, Morgan Stanley increased their price target on shares of AGCO from $108.00 to $110.00 and gave the company an “underweight” rating in a report on Friday, July 17th. Four equities research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Hold” and an average target price of $123.25.

Insiders Place Their Bets

In related 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 value of $52,096,895.20. Following the completion of the transaction, the insider owned 3,149,820 shares of the company’s stock, valued at approximately $388,309,809.60. The trade was a 11.83% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Insiders own 0.62% of the company’s stock.

AGCO Company 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.