Zacks Research Forecasts AGCO’s FY2027 Earnings (NYSE:AGCO)

AGCO Corporation (NYSE:AGCO) – Zacks Research lowered their FY2027 earnings per share estimates for shares of AGCO in a research report issued on Monday, September 7th. Zacks Research analyst Team now forecasts that the industrial products company will post earnings per share of $6.79 for the year, down from their previous estimate of $6.81. Zacks Research currently has a “Strong Sell” rating on the stock. The consensus estimate for AGCO’s current full-year earnings is $5.54 per share. Zacks Research also issued estimates for AGCO’s Q1 2028 earnings at $1.95 EPS and FY2028 earnings at $9.02 EPS.

AGCO has been the topic of a number of other research reports. UBS Group dropped their price objective on AGCO from $123.00 to $114.00 and set a “neutral” rating on the stock in a report on Tuesday, August 4th. Weiss Ratings downgraded shares of AGCO from a “hold (c+)” rating to a “hold (c)” rating in a report on Friday, July 31st. Oppenheimer dropped their price objective on shares of AGCO from $134.00 to $127.00 and set an “outperform” rating for the company in a report on Friday, July 31st. Morgan Stanley reduced their target price on AGCO from $110.00 to $99.00 and set an “underweight” rating on the stock in a research note on Tuesday, August 4th. Finally, Wall Street Zen downgraded AGCO from a “buy” rating to a “hold” rating in a research report on Saturday, August 1st. Five analysts have rated the stock with a Buy rating, six have assigned a Hold rating and three have given a Sell rating to the stock. According to MarketBeat.com, AGCO currently has a consensus rating of “Hold” and an average target price of $122.17.

AGCO Stock Down 0.3%

AGCO stock opened at $126.97 on Thursday. The firm has a 50 day moving average price of $112.72 and a 200-day moving average price of $116.28. AGCO has a twelve month low of $98.22 and a twelve month high of $143.78. The company has a market capitalization of $8.89 billion, a P/E ratio of 17.56, a P/E/G ratio of 1.06 and a beta of 1.10. 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 quarterly earnings results on Thursday, July 30th. The industrial products company reported $1.43 earnings per share for the quarter, missing analysts’ consensus estimates of $1.46 by ($0.03). AGCO had a return on equity of 10.09% and a net margin of 5.15%.The firm had revenue of $2.61 billion for the quarter, compared to analyst estimates of $2.75 billion. During the same period last year, the company posted $1.35 earnings per share. The firm’s quarterly revenue was down 1.0% compared to the same quarter last year. AGCO has set its FY 2026 guidance at 5.500-5.750 EPS.

AGCO Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 15th. Shareholders of record on Friday, August 14th will be paid a $0.30 dividend. The ex-dividend date of this dividend is Friday, August 14th. This represents a $1.20 annualized dividend and a yield of 0.9%. AGCO’s payout ratio is currently 16.60%.

Insider Buying and Selling at AGCO

In other AGCO news, Director Lange De purchased 1,000 shares of the business’s stock in a transaction on Friday, August 14th. The stock was acquired at an average cost of $100.71 per share, for a total transaction of $100,710.00. Following the completion of the transaction, the director directly owned 18,717 shares in the company, valued at approximately $1,884,989.07. This represents a 5.64% increase in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, SVP Kelvin Bennett sold 1,000 shares of the firm’s stock in a transaction dated Friday, September 4th. The shares were sold at an average price of $132.89, for a total value of $132,890.00. Following the transaction, the senior vice president directly owned 14,047 shares in the company, valued at $1,866,705.83. This trade represents a 6.65% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 496,022 shares of company stock valued at $57,261,327. Corporate insiders own 0.62% of the company’s stock.

Institutional Trading of AGCO

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Sequoia Financial Advisors LLC boosted its stake in shares of AGCO by 7.5% during the second quarter. Sequoia Financial Advisors LLC now owns 3,080 shares of the industrial products company’s stock valued at $369,000 after purchasing an additional 215 shares during the period. Tidal Investments LLC increased its stake in shares of AGCO by 2.4% in the second quarter. Tidal Investments LLC now owns 28,035 shares of the industrial products company’s stock worth $3,356,000 after buying an additional 653 shares during the period. Integrated Wealth Concepts LLC purchased a new position in shares of AGCO in the second quarter worth $684,000. Nykredit A S bought a new stake in AGCO during the 2nd quarter valued at $281,000. Finally, Corient Private Wealth LP raised its holdings in AGCO by 21.5% during the 2nd quarter. Corient Private Wealth LP now owns 99,102 shares of the industrial products company’s stock valued at $11,863,000 after buying an additional 17,562 shares during the last quarter. 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: AGCO Power plans to showcase purpose-built diesel engines for forestry and other demanding off-road applications at INTERFORST 2026. The announcement may improve visibility for AGCO’s specialized engine business, although it is unlikely to materially affect near-term earnings. AGCO Power forestry engine announcement
• Positive Sentiment: AGCO’s previously announced quarterly dividend of $0.30 per share remains a modest support for the stock, with a roughly 0.9% yield and a reported payout ratio of 16.6%.
• Neutral Sentiment: CEO Eric Hansotia discussed tariff impacts on the agricultural industry in a CNBC interview, potentially offering investors insight into costs, pricing and demand. No specific change to earnings guidance was reported. CNBC interview with AGCO CEO
• Neutral Sentiment: AGCO presented at Citi’s 2026 Global TMT Conference. The event could provide additional management commentary, but the available report does not identify a material change to the company’s outlook. AGCO Citi conference transcript
• Negative Sentiment: Zacks Research added AGCO to its Rank #5 “Strong Sell” list and reduced its Q2 2027 EPS estimate to $1.62 from $1.64 and its Q2 2028 estimate to $2.52 from $2.53. The downgrade reinforces concerns about earnings momentum.
• Negative Sentiment: CEO Eric Hansotia sold 2,604 shares worth about $337,869, while SVP Kelvin Bennett sold 1,000 shares for approximately $132,890. The transactions are small relative to their remaining holdings, but multiple insider sales can weigh on investor sentiment.
• Negative Sentiment: AGCO’s latest reported quarter missed consensus estimates for both EPS and revenue, with sales declining 1% year over year. The analyst consensus remains “Hold,” with an average price target of $122.17, below the stock’s recent trading level.

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.