Zacks Research Weighs in on AGCO’s Q3 Earnings (NYSE:AGCO)

AGCO Corporation (NYSE:AGCO) – Stock analysts at Zacks Research boosted their Q3 2026 earnings estimates for AGCO in a research report issued on Thursday, February 19th. Zacks Research analyst Team now forecasts that the industrial products company will post earnings of $1.50 per share for the quarter, up from their prior forecast of $1.33. The consensus estimate for AGCO’s current full-year earnings is $4.20 per share. Zacks Research also issued estimates for AGCO’s Q4 2026 earnings at $2.21 EPS, FY2026 earnings at $5.57 EPS, Q1 2027 earnings at $1.42 EPS and FY2028 earnings at $9.59 EPS.

AGCO (NYSE:AGCO) last posted its quarterly earnings results on Thursday, February 5th. The industrial products company reported $2.17 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.85 by $0.32. AGCO had a net margin of 7.21% and a return on equity of 9.39%. The company had revenue of $2.92 billion for the quarter, compared to the consensus estimate of $2.67 billion. During the same period last year, the firm posted $1.97 EPS. The company’s revenue for the quarter was up 1.1% on a year-over-year basis. AGCO has set its FY 2026 guidance at 5.500-6.000 EPS.

AGCO has been the subject of a number of other reports. JPMorgan Chase & Co. upped their price objective on AGCO from $123.00 to $138.00 and gave the stock an “overweight” rating in a research note on Friday, February 6th. UBS Group restated a “neutral” rating and issued a $127.00 target price on shares of AGCO in a research report on Friday, February 6th. Oppenheimer raised their price objective on shares of AGCO from $128.00 to $132.00 and gave the company an “outperform” rating in a research report on Friday, February 6th. Wells Fargo & Company set a $132.00 target price on AGCO in a report on Monday, February 9th. Finally, Truist Financial upped their price target on shares of AGCO from $134.00 to $152.00 and gave the company a “buy” rating in a research report on Monday, February 9th. Three analysts have rated the stock with a Buy rating, eight have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat, AGCO presently has a consensus rating of “Hold” and a consensus target price of $122.73.

AGCO Stock Performance

Shares of NYSE AGCO opened at $135.94 on Monday. The company has a quick ratio of 0.67, a current ratio of 1.39 and a debt-to-equity ratio of 0.54. The firm’s 50-day moving average price is $117.42 and its two-hundred day moving average price is $111.39. AGCO has a 52-week low of $73.79 and a 52-week high of $143.78. The stock has a market capitalization of $9.84 billion, a P/E ratio of 13.94, a P/E/G ratio of 0.96 and a beta of 1.19.

AGCO Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Monday, March 16th. Investors of record on Friday, February 13th will be paid a $0.29 dividend. The ex-dividend date is Friday, February 13th. This represents a $1.16 dividend on an annualized basis and a yield of 0.9%. AGCO’s dividend payout ratio (DPR) is presently 11.90%.

Insider Buying and Selling

In other AGCO news, SVP Kelvin Eugene Bennett sold 2,300 shares of the business’s stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $137.04, for a total transaction of $315,192.00. Following the completion of the transaction, the senior vice president owned 16,844 shares of the company’s stock, valued at $2,308,301.76. The trade was a 12.01% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 16.90% of the stock is owned by company insiders.

Institutional Investors Weigh In On AGCO

Several hedge funds have recently modified their holdings of the business. Cullen Frost Bankers Inc. grew its position in AGCO by 1,721.4% during the third quarter. Cullen Frost Bankers Inc. now owns 255 shares of the industrial products company’s stock worth $27,000 after buying an additional 241 shares in the last quarter. Pinnacle Bancorp Inc. bought a new position in AGCO in the third quarter worth $29,000. EverSource Wealth Advisors LLC boosted its stake in AGCO by 951.9% during the second quarter. EverSource Wealth Advisors LLC now owns 284 shares of the industrial products company’s stock worth $29,000 after buying an additional 257 shares in the last quarter. SJS Investment Consulting Inc. boosted its stake in AGCO by 3,725.0% during the third quarter. SJS Investment Consulting Inc. now owns 306 shares of the industrial products company’s stock worth $33,000 after buying an additional 298 shares in the last quarter. Finally, Advisory Services Network LLC bought a new stake in AGCO in the 3rd quarter valued at $33,000. 78.80% of the stock is owned by institutional investors.

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.