Corient Private Wealth LP Invests $12.27 Million in AGCO Corporation $AGCO

Corient Private Wealth LP bought a new stake in AGCO Corporation (NYSE:AGCO) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 102,488 shares of the industrial products company’s stock, valued at approximately $12,268,000.

A number of other hedge funds have also recently modified their holdings of AGCO. BlackRock Inc. acquired a new stake in AGCO during the 2nd quarter worth $701,908,000. Capital World Investors boosted its stake in AGCO by 309.0% in the fourth quarter. Capital World Investors now owns 2,403,349 shares of the industrial products company’s stock valued at $250,717,000 after acquiring an additional 1,815,741 shares in the last quarter. Norges Bank acquired a new position in AGCO in the fourth quarter valued at $78,202,000. Bank of New York Mellon Corp purchased a new position in shares of AGCO during the second quarter worth about $64,273,000. Finally, Bank of America Corp DE purchased a new position in shares of AGCO during the second quarter worth about $62,281,000. 78.80% of the stock is owned by hedge funds and other institutional investors.

AGCO Trading Up 2.3%

NYSE AGCO opened at $113.44 on Friday. The company has a debt-to-equity ratio of 0.53, a quick ratio of 0.58 and a current ratio of 1.32. The firm has a market cap of $7.94 billion, a PE ratio of 15.69, a P/E/G ratio of 0.94 and a beta of 1.08. AGCO Corporation has a one year low of $98.22 and a one year high of $143.78. The firm’s fifty day moving average is $111.07 and its two-hundred day moving average is $117.05.

AGCO (NYSE:AGCO) last announced 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). AGCO had a net margin of 5.15% and a return on equity of 10.09%. The business had revenue of $2.61 billion during the quarter, compared to analysts’ expectations of $2.75 billion. During the same period in the previous year, the company posted $1.35 earnings per share. AGCO’s quarterly revenue was down 1.0% on a year-over-year basis. AGCO has set its FY 2026 guidance at 5.500-5.750 EPS. Analysts expect that AGCO Corporation will post 5.54 earnings per share for the current year.

AGCO Dividend Announcement

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

Wall Street Analysts Forecast Growth

A number of analysts have recently commented on AGCO shares. JPMorgan Chase & Co. cut their target price on AGCO from $143.00 to $130.00 and set an “overweight” rating on the stock in a research report on Monday, July 13th. Oppenheimer dropped their price target on AGCO from $134.00 to $127.00 and set an “outperform” rating on the stock in a research note on Friday, July 31st. Citigroup cut their price target on AGCO from $125.00 to $115.00 and set a “neutral” rating on the stock in a research report on Monday, August 3rd. Weiss Ratings cut AGCO from a “hold (c+)” rating to a “hold (c)” rating in a research note on Friday, July 31st. Finally, Wall Street Zen cut AGCO from a “buy” rating to a “hold” rating in a research note on Saturday, August 1st. Four equities research analysts have rated the stock with a Buy rating, six have issued a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and an average target price of $120.33.

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.

Insider Activity at AGCO

In other AGCO news, major shareholder & Farm Equipment Ltd Tractors sold 492,418 shares of the stock in a transaction that occurred on Wednesday, August 5th. The stock was sold at an average price of $115.33, for a total transaction of $56,790,567.94. Following the completion of the sale, the insider directly owned 3,017,565 shares of the company’s stock, valued at approximately $348,015,771.45. This trade represents a 14.03% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Lange Bob De bought 1,000 shares of the stock in a transaction on Friday, August 14th. The stock was bought at an average price of $100.71 per share, for a total transaction of $100,710.00. Following the completion of the purchase, the director directly owned 18,717 shares in the company, valued at approximately $1,884,989.07. The trade was a 5.64% increase in their position. The SEC filing for this purchase provides additional information. 0.62% of the stock is owned by corporate insiders.

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.