Redwood Investment Management LLC Purchases Shares of 9,085 AGCO Corporation $AGCO

Redwood Investment Management LLC purchased a new position in shares of AGCO Corporation (NYSE:AGCO) during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 9,085 shares of the industrial products company’s stock, valued at approximately $1,053,000.

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

Wall Street Analyst Weigh In

A number of research analysts have recently commented on AGCO shares. Weiss Ratings downgraded shares of AGCO from a “hold (c+)” rating to a “hold (c)” rating in a research note on Friday. Wells Fargo & Company decreased their target price on shares of AGCO from $132.00 to $117.00 and set an “equal weight” rating on the stock in a research report on Friday. Oppenheimer lowered their target price on shares of AGCO from $134.00 to $127.00 and set an “outperform” rating for the company in a report on Friday. Truist Financial reaffirmed a “buy” rating and set a $135.00 price target (down from $159.00) on shares of AGCO in a research report on Friday. Finally, DA Davidson set a $151.00 price target on shares of AGCO in a research report on Friday. Four analysts have rated the stock with a Buy rating, seven have issued a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average price target of $123.25.

Insider Buying and Selling

In other AGCO 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 value of $52,096,895.20. Following the completion of the transaction, the insider directly owned 3,149,820 shares of the company’s stock, valued at $388,309,809.60. This represents a 11.83% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. 0.62% of the stock is owned by corporate insiders.

AGCO Trading Up 0.2%

AGCO opened at $102.40 on Monday. The firm has a market capitalization of $7.41 billion, a P/E ratio of 14.16, a P/E/G ratio of 0.84 and a beta of 1.07. The firm’s 50 day moving average is $114.93 and its 200-day moving average is $118.58. AGCO Corporation has a 52-week low of $99.21 and a 52-week high of $143.78. 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 (NYSE:AGCO) last posted its earnings results 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 for 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%.The company’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 earnings per share. AGCO has set its FY 2026 guidance at 5.500-5.750 EPS. Analysts expect that AGCO Corporation will post 5.63 EPS for the current fiscal year.

AGCO Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 15th. Shareholders of record on Friday, August 14th will be issued a $0.30 dividend. The ex-dividend date is Friday, August 14th. This represents a $1.20 dividend on an annualized basis and a yield of 1.2%. AGCO’s payout ratio is currently 16.60%.

Trending Headlines about 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

About AGCO

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.