OMERS ADMINISTRATION Corp Invests $857,000 in AGCO Corporation $AGCO

OMERS ADMINISTRATION Corp purchased a new position in AGCO Corporation (NYSE:AGCO) during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 7,400 shares of the industrial products company’s stock, valued at approximately $857,000.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Dimensional Fund Advisors LP grew its stake in AGCO by 2.1% during the fourth quarter. Dimensional Fund Advisors LP now owns 3,535,740 shares of the industrial products company’s stock worth $368,849,000 after buying an additional 73,880 shares in the last quarter. Massachusetts Financial Services Co. MA raised its position in shares of AGCO by 3.5% in the 4th quarter. Massachusetts Financial Services Co. MA now owns 2,939,113 shares of the industrial products company’s stock valued at $306,608,000 after buying an additional 98,988 shares in the last quarter. Capital World Investors boosted its position in shares of AGCO by 309.0% during the 4th quarter. Capital World Investors now owns 2,403,349 shares of the industrial products company’s stock worth $250,717,000 after acquiring an additional 1,815,741 shares in the last quarter. Invesco Ltd. raised its position in AGCO by 15.1% during the fourth quarter. Invesco Ltd. now owns 2,401,288 shares of the industrial products company’s stock valued at $250,502,000 after purchasing an additional 314,355 shares in the last quarter. Finally, Davis Selected Advisers lifted its stake in AGCO by 13.0% during the fourth quarter. Davis Selected Advisers now owns 2,048,835 shares of the industrial products company’s stock worth $213,736,000 after purchasing an additional 235,913 shares during the last quarter. Institutional investors and hedge funds own 78.80% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts have recently issued reports on AGCO shares. Truist Financial lifted their price target on AGCO from $152.00 to $159.00 and gave the company a “buy” rating in a research note on Thursday, July 2nd. UBS Group reaffirmed a “neutral” rating and issued a $123.00 price objective on shares of AGCO in a research note on Sunday, May 10th. Oppenheimer set a $134.00 target price on AGCO in a research report on Wednesday, May 6th. Morgan Stanley boosted their target price on AGCO from $108.00 to $110.00 and gave the stock an “underweight” rating in a research note on Friday, July 17th. Finally, DA Davidson initiated coverage on shares of AGCO in a research note on Friday, July 10th. They issued a “buy” rating and a $160.00 price target on the stock. Four investment analysts have rated the stock with a Buy rating, six have issued a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $129.64.

AGCO Trading Down 7.7%

Shares of AGCO stock opened at $107.26 on Friday. AGCO Corporation has a twelve month low of $99.21 and a twelve month high of $143.78. The stock’s fifty day simple moving average is $115.14 and its 200 day simple moving average is $118.64. The company has a quick ratio of 0.57, a current ratio of 1.29 and a debt-to-equity ratio of 0.47. The firm has a market capitalization of $7.77 billion, a P/E ratio of 10.34, a P/E/G ratio of 0.86 and a beta of 1.07.

AGCO (NYSE:AGCO) last posted its earnings results on Thursday, July 30th. The industrial products company reported $1.43 EPS for the quarter, missing the consensus estimate of $1.48 by ($0.05). The firm had revenue of $2.61 billion during the quarter, compared to the consensus estimate of $2.74 billion. AGCO had a net margin of 7.43% and a return on equity of 9.99%. AGCO’s revenue for the quarter was down 1.0% compared to the same quarter last year. During the same quarter in the prior year, the business posted $1.35 earnings per share. AGCO has set its FY 2026 guidance at 5.500-5.750 EPS. As a group, sell-side analysts predict that AGCO Corporation will post 6.2 EPS for the current fiscal year.

AGCO Dividend Announcement

The firm also recently announced 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. The ex-dividend date is Friday, August 14th. This represents a $1.20 annualized dividend and a yield of 1.1%. AGCO’s dividend payout ratio (DPR) is currently 11.57%.

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 that occurred on 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 of the company’s stock, valued at $388,309,809.60. The trade was a 11.83% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. 0.62% of the stock is currently owned by corporate insiders.

AGCO News Roundup

Here are the key news stories impacting AGCO this week:

• Positive Sentiment: AGCO reported adjusted second-quarter EPS of $1.43, up from $1.35 a year earlier, and analysts continue to project earnings growth beyond 2026. Zacks Research modestly raised its FY2028 EPS estimate to $9.19 from $9.16. AGCO Reports Second-Quarter Results
• Positive Sentiment: The company’s valuation may provide some support, with the stock trading at roughly 10 times earnings and several analysts’ price targets remaining above its recent trading level. However, these targets may not yet reflect the reduced guidance.
• Neutral Sentiment: Management discussed the operating environment and outlook during the second-quarter earnings call, offering investors additional detail on demand trends, cost actions and the path to recovery. AGCO Q2 2026 Earnings Call Transcript
• Negative Sentiment: Second-quarter revenue fell 1.0% year over year to approximately $2.61 billion, below estimates ranging from roughly $2.75 billion to $2.81 billion. Adjusted EPS of $1.43 also missed consensus estimates of approximately $1.47 to $1.54. AGCO Lags Q2 Earnings and Revenue Estimates
• Negative Sentiment: AGCO cut its 2026 adjusted EPS outlook to approximately $5.50–$5.75 from expectations near $5.99, while revenue guidance of $10.1–$10.2 billion is below the roughly $10.6 billion consensus. The reduction reflects softer farm-equipment demand, margin pressure and tariff costs. AGCO Cuts 2026 Outlook
• Negative Sentiment: Zacks Research reduced several 2027 estimates, including FY2027 EPS to $7.63 from $7.97, suggesting analysts expect the demand weakness to persist beyond the current year.

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.