AGCO (NYSE:AGCO) Downgraded by Wall Street Zen to Hold

Wall Street Zen lowered shares of AGCO (NYSE:AGCO) from a buy rating to a hold rating in a research report sent to investors on Saturday morning.

A number of other brokerages have also recently weighed in on AGCO. DA Davidson set a $151.00 price target on AGCO in a research report on Friday. Sanford C. Bernstein reissued a “market perform” rating and set a $108.00 price objective on shares of AGCO in a report on Friday. JPMorgan Chase & Co. cut their price objective on AGCO from $143.00 to $130.00 and set an “overweight” rating on the stock in a research note on Monday, July 13th. Morgan Stanley boosted their target price on AGCO from $108.00 to $110.00 and gave the stock an “underweight” rating in a report on Friday, July 17th. Finally, Oppenheimer decreased their target price on AGCO from $134.00 to $127.00 and set an “outperform” rating for the company in a research report on Friday. Four equities research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat, AGCO presently has an average rating of “Hold” and an average target price of $123.25.

AGCO Stock Performance

Shares of AGCO opened at $102.40 on Friday. The firm has a market cap of $7.41 billion, a price-to-earnings ratio of 14.16, a price-to-earnings-growth ratio of 0.76 and a beta of 1.07. The company’s fifty day moving average is $114.93 and its 200-day moving average is $118.53. The company has a quick ratio of 0.57, a current ratio of 1.32 and a debt-to-equity ratio of 0.53. AGCO has a 12 month low of $99.21 and a 12 month high of $143.78.

AGCO (NYSE:AGCO) last released its quarterly earnings data on Thursday, July 30th. The industrial products company reported $1.43 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.46 by ($0.03). The business had revenue of $2.61 billion during 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%. The firm’s revenue for the quarter was down 1.0% on a year-over-year basis. During the same period in the previous year, the firm posted $1.35 EPS. AGCO has set its FY 2026 guidance at 5.500-5.750 EPS. Equities analysts expect that AGCO will post 5.63 EPS for the current fiscal year.

AGCO Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 15th. Shareholders of record on Friday, August 14th will be given a $0.30 dividend. This represents a $1.20 annualized dividend and a yield of 1.2%. The ex-dividend date is Friday, August 14th. AGCO’s dividend payout ratio (DPR) is currently 11.57%.

Insider Activity

In other news, major shareholder & Farm Equipment Ltd Tractors sold 422,590 shares of the company’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 completion of the transaction, the insider owned 3,149,820 shares of the company’s stock, valued at approximately $388,309,809.60. This represents a 11.83% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 0.62% of the company’s stock.

Hedge Funds Weigh In On AGCO

Several large investors have recently added to or reduced their stakes in the company. EverSource Wealth Advisors LLC grew its holdings in shares of AGCO by 951.9% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 284 shares of the industrial products company’s stock worth $29,000 after purchasing an additional 257 shares in the last quarter. Advisory Services Network LLC acquired a new position in shares of AGCO in the third quarter valued at $33,000. Geneos Wealth Management Inc. raised its stake in shares of AGCO by 109.2% in the first quarter. Geneos Wealth Management Inc. now owns 364 shares of the industrial products company’s stock valued at $34,000 after purchasing an additional 190 shares in the last quarter. Torren Management LLC bought a new position in AGCO in the fourth quarter worth $35,000. Finally, Elevation Wealth Partners LLC boosted its stake in AGCO by 400.0% during the second quarter. Elevation Wealth Partners LLC now owns 290 shares of the industrial products company’s stock worth $35,000 after buying an additional 232 shares in the last quarter. Institutional investors and hedge funds own 78.80% of the company’s stock.

Key Stories Impacting AGCO

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 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.