AGCO (NYSE:AGCO) Stock Rating Reaffirmed as Buy by DA Davidson

AGCO (NYSE:AGCO)‘s stock had its “buy” rating restated by equities research analysts at DA Davidson in a note issued to investors on Thursday, Benzinga reports. They currently have a $151.00 price objective on the industrial products company’s stock. DA Davidson’s price target indicates a potential upside of 39.86% from the company’s current price.

A number of other research analysts also recently issued reports on the company. Weiss Ratings upgraded shares of AGCO from a “hold (c)” rating to a “hold (c+)” rating in a research note on Monday, September 28th. Wall Street Zen lowered shares of AGCO from a “buy” rating to a “hold” rating in a research note on Saturday, August 1st. UBS Group decreased their target price on shares of AGCO from $123.00 to $114.00 and set a “neutral” rating for the company in a research note on Tuesday, August 4th. Zacks Research raised AGCO from a “strong sell” rating to a “hold” rating in a report on Monday. Finally, Oppenheimer restated an “outperform” rating on shares of AGCO in a research report on Thursday. Five investment 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 data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average price target of $123.08.

AGCO Stock Down 1.1%

AGCO stock traded down $1.19 during midday trading on Thursday, hitting $107.96. The company’s stock had a trading volume of 282,066 shares, compared to its average volume of 838,437. AGCO has a 52-week low of $98.22 and a 52-week high of $143.78. The firm has a 50-day simple moving average of $113.56 and a 200-day simple moving average of $115.09. The company has a quick ratio of 0.58, a current ratio of 1.32 and a debt-to-equity ratio of 0.53. The firm has a market capitalization of $7.56 billion, a P/E ratio of 14.93, a PEG ratio of 0.88 and a beta of 1.08.

AGCO (NYSE:AGCO) last issued its quarterly earnings results on Thursday, July 30th. The industrial products company reported $1.43 earnings per share (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 analysts’ expectations of $2.75 billion. AGCO had a return on equity of 10.09% and a net margin of 5.15%.The firm’s revenue was down 1.0% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.35 EPS. AGCO has set its FY 2026 guidance at 5.500-5.750 EPS. As a group, equities analysts forecast that AGCO will post 5.55 EPS for the current year.

Insider Buying and Selling

In related news, SVP Ivory Harris sold 1,600 shares of the stock in a transaction on Tuesday, September 15th. The stock was sold at an average price of $125.30, for a total transaction of $200,480.00. Following the sale, the senior vice president owned 14,454 shares of the company’s stock, valued at $1,811,086.20. This trade represents a 9.97% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, major shareholder & Farm Equipment Ltd Tractors sold 492,418 shares of the business’s stock in a transaction dated Wednesday, August 5th. The shares were sold at an average price of $115.33, for a total transaction of $56,790,567.94. Following the completion of the transaction, the insider directly owned 3,017,565 shares of the company’s stock, valued at $348,015,771.45. The trade was a 14.03% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 497,622 shares of company stock valued at $57,461,807. 0.62% of the stock is owned by company insiders.

Institutional Inflows and Outflows

A number of large investors have recently made changes to their positions in the business. GAMMA Investing LLC lifted its holdings in AGCO by 5.0% in the second quarter. GAMMA Investing LLC now owns 1,963 shares of the industrial products company’s stock valued at $235,000 after buying an additional 94 shares during the period. EverSource Wealth Advisors LLC raised its holdings in shares of AGCO by 36.0% in the first quarter. EverSource Wealth Advisors LLC now owns 521 shares of the industrial products company’s stock valued at $60,000 after purchasing an additional 138 shares during the last quarter. Cetera Investment Advisers increased its position in shares of AGCO by 1.2% during the first quarter. Cetera Investment Advisers now owns 13,000 shares of the industrial products company’s stock valued at $1,506,000 after acquiring an additional 155 shares during the last quarter. Bradley Foster & Sargent Inc. CT increased its holdings in AGCO by 4.1% during the first quarter. Bradley Foster & Sargent Inc. CT now owns 4,313 shares of the industrial products company’s stock worth $500,000 after buying an additional 168 shares during the last quarter. Finally, Optas LLC raised its stake in shares of AGCO by 9.8% in the first quarter. Optas LLC now owns 2,387 shares of the industrial products company’s stock valued at $277,000 after buying an additional 214 shares during the period. Hedge funds and other institutional investors own 78.80% of the company’s stock.

AGCO News Summary

Here are the key news stories impacting AGCO this week:

• Positive Sentiment: DA Davidson reaffirmed its “Buy” rating and set a $151 price target, implying substantial upside from AGCO’s recent trading level. This is the strongest bullish signal in the latest coverage.
• Positive Sentiment: Zacks Research upgraded AGCO from “Strong Sell” to “Hold,” reducing the severity of its stance on the shares. While not a bullish rating, the upgrade may help sentiment.
• Positive Sentiment: Zacks modestly raised its earnings estimates for Q4 2027 to $2.40 per share from $2.37 and for Q3 2028 to $1.89 from $1.88. The increases suggest slightly improved longer-term expectations, although the changes are small and Zacks still rates the stock “Hold.”
• Neutral Sentiment: AGCO will release third-quarter 2026 results on October 29 and host a conference call at 10 a.m. Investors may be cautious ahead of the report because the announcement provides timing but no preliminary results. AGCO Announces Third-Quarter 2026 Earnings Release and Conference Call
• Neutral Sentiment: Management’s precision-agriculture and technology-driven growth strategy remains a potential long-term catalyst, but the presentation and transcript do not appear to include a new financial forecast or immediate earnings catalyst. AGCO Discusses Transition to Precision Agriculture and Technology-Driven Growth Strategy

About AGCO

AGCO Corporation (NYSE: AGCO) is a global manufacturer and distributor of agricultural equipment and related solutions. The company serves farmers, agricultural contractors and dealers through a portfolio that includes tractors, combines, harvesting equipment, seeding and planting machinery, hay and forage equipment, crop protection products, replacement parts and precision-agriculture technologies.

AGCO’s principal brands include Fendt, Massey Ferguson, Valtra, Gleaner and PTx. Its precision-agriculture offerings are designed to help producers improve field productivity, equipment utilization and resource management through technologies such as guidance, connectivity, automation and data-based farm management.

Founded in 1990 through the acquisition of Deutz-Allis, AGCO expanded its international presence through subsequent acquisitions, including Massey Ferguson and Fendt.