Royal London Asset Management Ltd. Sells 205,475 Shares of AGCO Corporation $AGCO

Royal London Asset Management Ltd. lessened its holdings in AGCO Corporation (NYSE:AGCO) by 17.2% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 988,533 shares of the industrial products company’s stock after selling 205,475 shares during the quarter. Royal London Asset Management Ltd. owned 1.41% of AGCO worth $118,327,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in AGCO. BlackRock Inc. acquired a new stake in AGCO in the 2nd quarter valued at $701,908,000. Dimensional Fund Advisors LP increased its position in shares of AGCO by 2.1% during the 4th quarter. Dimensional Fund Advisors LP now owns 3,535,740 shares of the industrial products company’s stock worth $368,849,000 after purchasing an additional 73,880 shares in the last quarter. Capital World Investors lifted its holdings in AGCO by 309.0% during the 4th quarter. Capital World Investors now owns 2,403,349 shares of the industrial products company’s stock valued at $250,717,000 after purchasing an additional 1,815,741 shares during the last quarter. Invesco Ltd. boosted its position in AGCO by 15.1% in the fourth quarter. Invesco Ltd. now owns 2,401,288 shares of the industrial products company’s stock valued at $250,502,000 after buying an additional 314,355 shares in the last quarter. Finally, Davis Selected Advisers grew 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 buying an additional 235,913 shares during the last quarter. 78.80% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

A number of equities research analysts recently commented on AGCO shares. Wells Fargo & Company decreased their price target on AGCO from $132.00 to $117.00 and set an “equal weight” rating on the stock in a research report on Friday, July 31st. Wall Street Zen cut AGCO from a “buy” rating to a “hold” rating in a report on Saturday, August 1st. UBS Group reduced their price target on shares of AGCO from $123.00 to $114.00 and set a “neutral” rating on the stock in a research report on Tuesday, August 4th. DA Davidson set a $151.00 price objective on shares of AGCO in a research report on Friday, July 31st. Finally, Sanford C. Bernstein reaffirmed a “market perform” rating and issued a $108.00 target price on shares of AGCO in a research note on Friday, July 31st. Four investment analysts have rated the stock with a Buy rating, six have assigned a Hold rating and three have assigned a Sell rating to the company. According to data from MarketBeat, the company has an average rating of “Hold” and an average price target of $120.33.

Insider Buying and Selling

In related news, Director Lange Bob De purchased 1,000 shares of the business’s stock in a transaction dated Friday, August 14th. The shares were bought at an average price of $100.71 per share, with a total value of $100,710.00. Following the purchase, the director directly owned 18,717 shares in the company, valued at $1,884,989.07. This trade represents a 5.64% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available at this link. 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 transaction, the insider owned 3,017,565 shares in the company, valued at $348,015,771.45. This 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.

AGCO News Roundup

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 Trading Up 2.3%

AGCO stock opened at $113.44 on Friday. The company has a quick ratio of 0.58, a current ratio of 1.32 and a debt-to-equity ratio of 0.53. AGCO Corporation has a twelve month low of $98.22 and a twelve month high of $143.78. The company has a market cap of $7.94 billion, a P/E ratio of 15.69, a PEG ratio of 0.92 and a beta of 1.08. The business has a fifty day moving average of $111.07 and a 200-day moving average of $117.05.

AGCO (NYSE:AGCO) last announced its quarterly earnings data 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 during the quarter, compared to analyst estimates of $2.75 billion. AGCO had a return on equity of 10.09% and a net margin of 5.15%.AGCO’s revenue for the quarter was down 1.0% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.35 earnings per share. AGCO has set its FY 2026 guidance at 5.500-5.750 EPS. As a group, equities research analysts expect that AGCO Corporation will post 5.54 EPS for the current year.

AGCO Dividend Announcement

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

AGCO 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.