Brokerages Set AGCO Corporation (NYSE:AGCO) PT at $120.33

AGCO Corporation (NYSE:AGCO) has been given an average recommendation of “Hold” by the thirteen analysts that are currently covering the company, Marketbeat reports. Three analysts have rated the stock with a sell recommendation, six have given a hold recommendation and four have assigned a buy recommendation to the company. The average 12-month target price among brokerages that have updated their coverage on the stock in the last year is $120.3333.

Several research analysts recently commented on AGCO shares. Citigroup reduced their price objective on AGCO from $125.00 to $115.00 and set a “neutral” rating for the company in a research note on Monday, August 3rd. Truist Financial reaffirmed a “buy” rating and set a $135.00 target price (down from $159.00) on shares of AGCO in a research note on Friday, July 31st. Sanford C. Bernstein reaffirmed a “market perform” rating and set a $108.00 target price on shares of AGCO in a report on Friday, July 31st. Zacks Research cut shares of AGCO from a “hold” rating to a “strong sell” rating in a research report on Friday, August 21st. Finally, UBS Group decreased their price target on shares of AGCO from $123.00 to $114.00 and set a “neutral” rating on the stock in a research note on Tuesday, August 4th.

More AGCO News

Here are the key news stories impacting AGCO this week:

• Positive Sentiment: Zacks Research raised its AGCO EPS forecasts for fiscal 2027 to $6.81 from $6.74, fourth-quarter 2027 to $2.37 from $2.35, first-quarter 2028 to $1.96 from $1.94, and fiscal 2028 to $9.05 from $8.92. These revisions suggest improved longer-term earnings expectations, although the firm retained a “Strong Sell” rating.
• Neutral Sentiment: AGCO will participate in Citi’s Global TMT Conference on September 9 and the Jefferies Global Industrials Conference on September 10. The events could provide updates on agricultural-equipment demand, cost savings and outlook, but no new financial targets were announced. AGCO to Present at Citi’s 2026 Global TMT Conference AGCO to Present at the 2026 Jefferies Global Industrials Conference
• Neutral Sentiment: Brokerages give AGCO an average “Hold” recommendation, indicating limited conviction among analysts and potentially capping near-term upside.
• Neutral Sentiment: Two other articles concern unrelated gaming businesses. A $100,000 penalty issued by Ontario’s gaming regulator—also abbreviated AGCO—is not related to AGCO Corporation, and International Entertainment’s PAGCOR-licensed online gaming platform has no apparent connection to the farm-equipment manufacturer. AGCO issues $100,000 monetary penalty to NorthStar Gaming International Entertainment Details Rollout of New PAGCOR-Licensed Online Gaming Platform
• Negative Sentiment: Zacks cut its fiscal 2026 EPS estimate to $5.52 from $5.55, third-quarter 2026 to $0.87 from $0.93, first-quarter 2027 to $1.19 from $1.20, and second-quarter 2027 to $1.64 from $1.77. The reductions reinforce concerns about weaker near-term operating performance and contrast with the current-year consensus estimate of roughly $5.54.

AGCO Price Performance

NYSE:AGCO opened at $113.44 on Friday. AGCO has a 12 month low of $98.22 and a 12 month high of $143.78. The stock has a 50 day moving average of $111.07 and a two-hundred day moving average of $116.94. The company has a current ratio of 1.32, a quick ratio of 0.58 and a debt-to-equity ratio of 0.53. The firm has a market cap of $7.94 billion, a P/E ratio of 15.69, a price-to-earnings-growth ratio of 0.94 and a beta of 1.08.

AGCO (NYSE:AGCO) last announced its earnings results on Thursday, July 30th. The industrial products company reported $1.43 EPS for the quarter, missing analysts’ consensus estimates of $1.46 by ($0.03). The firm had revenue of $2.61 billion for the quarter, compared to analyst estimates of $2.75 billion. AGCO had a net margin of 5.15% and a return on equity of 10.09%. AGCO’s revenue was down 1.0% compared to the same quarter last year. During the same period in the previous year, the company earned $1.35 EPS. AGCO has set its FY 2026 guidance at 5.500-5.750 EPS. On average, analysts expect that AGCO will post 5.54 earnings per share for the current fiscal year.

AGCO Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 15th. Shareholders of record on Friday, August 14th will be issued a $0.30 dividend. The ex-dividend date is Friday, August 14th. This represents a $1.20 dividend on an annualized basis and a yield of 1.1%. AGCO’s dividend payout ratio is presently 16.60%.

Insider Activity at AGCO

In related news, Director Lange Bob De bought 1,000 shares of the company’s stock in a transaction on Friday, August 14th. The stock was bought at an average cost of $100.71 per share, for a total transaction of $100,710.00. Following the acquisition, the director directly owned 18,717 shares in the company, valued at $1,884,989.07. This represents a 5.64% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, major shareholder & Farm Equipment Ltd Tractors sold 492,418 shares of the firm’s stock in a transaction on Wednesday, August 5th. The stock was sold at an average price of $115.33, for a total value of $56,790,567.94. Following the completion of the sale, the insider directly owned 3,017,565 shares of the company’s stock, valued at $348,015,771.45. This trade represents a 14.03% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.62% of the company’s stock.

Institutional Investors Weigh In On AGCO

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

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.