Zacks Research Estimates AGCO’s Q1 Earnings (NYSE:AGCO)

AGCO Corporation (NYSE:AGCO) – Equities researchers at Zacks Research boosted their Q1 2028 earnings per share estimates for AGCO in a report released on Tuesday, May 19th. Zacks Research analyst Team now anticipates that the industrial products company will earn $1.98 per share for the quarter, up from their prior forecast of $1.95. The consensus estimate for AGCO’s current full-year earnings is $5.97 per share. Zacks Research also issued estimates for AGCO’s FY2028 earnings at $9.13 EPS.

A number of other equities research analysts have also recently issued reports on AGCO. Barclays upped their target price on AGCO from $93.00 to $105.00 and gave the stock an “underweight” rating in a research report on Friday, February 6th. BMO Capital Markets upped their target price on AGCO from $110.00 to $115.00 and gave the stock a “market perform” rating in a research report on Friday, February 6th. JPMorgan Chase & Co. upped their price target on AGCO from $123.00 to $138.00 and gave the stock an “overweight” rating in a report on Friday, February 6th. Oppenheimer set a $134.00 price target on AGCO in a report on Wednesday, May 6th. Finally, Wells Fargo & Company set a $132.00 price target on AGCO in a report on Monday, February 9th. Four research analysts have rated the stock with a Buy rating, six have given a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and an average target price of $124.73.

AGCO Stock Down 2.2%

Shares of AGCO stock opened at $112.27 on Friday. The stock has a market capitalization of $8.13 billion, a P/E ratio of 10.83, a PEG ratio of 0.77 and a beta of 1.12. The company has a quick ratio of 0.57, a current ratio of 1.29 and a debt-to-equity ratio of 0.47. The stock has a 50 day moving average price of $116.66 and a two-hundred day moving average price of $115.45. AGCO has a 12-month low of $95.96 and a 12-month high of $143.78.

AGCO (NYSE:AGCO) last announced its earnings results on Tuesday, May 5th. The industrial products company reported $0.94 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.44 by $0.50. The firm had revenue of $2.34 billion during the quarter, compared to analysts’ expectations of $2.26 billion. AGCO had a return on equity of 9.99% and a net margin of 7.43%.The company’s revenue was up 14.3% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.41 earnings per share. AGCO has set its FY 2026 guidance at 6.000-6.000 EPS.

AGCO Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, June 15th. Stockholders of record on Friday, May 15th will be issued a dividend of $0.30 per share. This represents a $1.20 dividend on an annualized basis and a dividend yield of 1.1%. This is a boost from AGCO’s previous quarterly dividend of $0.29. The ex-dividend date is Friday, May 15th. AGCO’s dividend payout ratio is presently 11.57%.

Insider Activity at AGCO

In other news, major shareholder & Farm Equipment Ltd Tractors sold 422,590 shares of the company’s stock in a transaction that occurred on Tuesday, May 5th. The stock was 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 directly owned 3,149,820 shares in the company, valued at $388,309,809.60. The trade was a 11.83% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 0.62% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of the business. Bank of America Corp DE raised its stake in shares of AGCO by 19.4% in the first quarter. Bank of America Corp DE now owns 543,955 shares of the industrial products company’s stock valued at $63,028,000 after purchasing an additional 88,571 shares in the last quarter. Edgestream Partners L.P. acquired a new position in shares of AGCO in the first quarter valued at $2,420,000. Janus Henderson Group PLC raised its stake in shares of AGCO by 8.6% in the first quarter. Janus Henderson Group PLC now owns 29,180 shares of the industrial products company’s stock valued at $3,382,000 after purchasing an additional 2,300 shares in the last quarter. Parvin Asset Management LLC raised its stake in shares of AGCO by 13.8% in the first quarter. Parvin Asset Management LLC now owns 1,860 shares of the industrial products company’s stock valued at $216,000 after purchasing an additional 225 shares in the last quarter. Finally, EverSource Wealth Advisors LLC raised its stake 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 in the last quarter. 78.80% of the stock is currently owned by institutional investors and hedge funds.

AGCO News Summary

Here are the key news stories impacting AGCO this week:

• Positive Sentiment: Zacks Research raised AGCO’s earnings estimates for several periods, including FY2026 to $5.92 per share and FY2027 to $7.94 per share, suggesting analysts see stronger profitability ahead. AGCO earnings estimate update
• Positive Sentiment: Analysts also nudged up quarterly forecasts such as Q1 2027, Q2 2027, and Q4 2027 EPS, reinforcing the view that AGCO’s earnings trend could improve over time. AGCO quarterly estimate updates
• Neutral Sentiment: Brokerage sentiment remains mixed, with AGCO holding an average recommendation of “Hold,” indicating analysts are not broadly turning bullish yet. AGCO hold rating
• Negative Sentiment: Coverage on AGCO highlighted “mounting tariff risks,” which could pressure margins and weigh on investor sentiment for the farm equipment maker. AGCO tariff risk article
• Negative Sentiment: Another recent piece questioned whether broader machinery trends can lift AGCO higher, suggesting the market is still debating the stock’s near-term upside. AGCO machinery trends article

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.