AGCO (NYSE:AGCO) Posts Quarterly Earnings Results, Beats Expectations By $0.50 EPS
by Jessica Moore · The Cerbat GemAGCO (NYSE:AGCO – Get Free Report) released its quarterly earnings results on Tuesday. The industrial products company reported $0.94 earnings per share for the quarter, beating the consensus estimate of $0.44 by $0.50, FiscalAI reports. AGCO had a return on equity of 9.39% and a net margin of 7.21%.The company had revenue of $2.34 billion for the quarter, compared to analyst estimates of $2.26 billion. During the same period in the previous year, the company posted $0.41 earnings per share. The firm’s revenue was up 14.3% on a year-over-year basis. AGCO updated its FY 2026 guidance to 6.000-6.000 EPS.
AGCO Stock Performance
Shares of AGCO traded down $2.94 during trading hours on Tuesday, hitting $118.34. The stock had a trading volume of 319,154 shares, compared to its average volume of 768,549. The company has a debt-to-equity ratio of 0.54, a current ratio of 1.39 and a quick ratio of 0.67. AGCO has a 12 month low of $93.30 and a 12 month high of $143.78. The firm has a market capitalization of $8.57 billion, a PE ratio of 12.19, a PEG ratio of 0.85 and a beta of 1.12. The stock has a fifty day moving average price of $120.84 and a 200 day moving average price of $114.71.
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 paid a $0.30 dividend. This is an increase from AGCO’s previous quarterly dividend of $0.29. This represents a $1.20 annualized dividend and a dividend yield of 1.0%. The ex-dividend date is Friday, May 15th. AGCO’s dividend payout ratio (DPR) is presently 12.31%.
Wall Street Analysts Forecast Growth
AGCO has been the subject of a number of recent research reports. Wall Street Zen upgraded AGCO from a “hold” rating to a “buy” rating in a research note on Saturday, March 7th. Oppenheimer lifted their price objective on AGCO from $132.00 to $136.00 and gave the company an “outperform” rating in a research note on Wednesday, April 22nd. Robert W. Baird set a $128.00 price objective on AGCO in a research note on Friday, February 6th. Truist Financial lifted their price objective on AGCO from $134.00 to $152.00 and gave the company a “buy” rating in a research note on Monday, February 9th. Finally, Weiss Ratings cut AGCO from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Wednesday, April 29th. Three research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat, AGCO currently has an average rating of “Hold” and an average price target of $123.09.
Get Our Latest Stock Analysis on AGCO
Key AGCO News
Here are the key news stories impacting AGCO this week:
- Positive Sentiment: Q1 beat — Adjusted EPS of $0.94 topped consensus (~$0.44) and revenue of $2.34B rose 14.3% year‑over‑year, showing demand strength. AGCO REPORTS FIRST-QUARTER RESULTS
- Positive Sentiment: Raised FY outlook — AGCO set adjusted EPS guidance at $6.00 and revenue guidance roughly $10.5–$10.7B; management also raised the quarterly dividend to $0.30 and authorized $350M in share repurchases (to start in Q2). AGCO REPORTS FIRST-QUARTER RESULTS
- Neutral Sentiment: Company materials — Management’s press release and slide deck are available for deeper line‑item and regional detail (useful for tracking margin drivers and backlog). View Press Release View Slide Deck
- Neutral Sentiment: Analyst landscape — Price targets are mixed (median ≈ $122.50) and recent coverage ranges widely, implying differing views on upside from here. AGCO ($AGCO) Releases Q1 2026 Earnings
- Negative Sentiment: Insider & institutional selling — Recent filings show insider sales (SVP sold shares) and large institutional reductions in prior quarters (e.g., UBS significantly cut its holding), which can add downward pressure. AGCO ($AGCO) Releases Q1 2026 Earnings
- Negative Sentiment: GAAP vs. adjusted EPS — Reported GAAP EPS was $0.76 while adjusted EPS was $0.94; some investors may focus on the lower GAAP number or on whether margins can sustain the guidance when evaluating valuation. AGCO REPORTS FIRST-QUARTER RESULTS
Insider Activity at AGCO
In related news, SVP Kelvin Eugene Bennett sold 2,300 shares of AGCO stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $137.04, for a total value of $315,192.00. Following the completion of the sale, the senior vice president owned 16,844 shares of the company’s stock, valued at $2,308,301.76. The trade was a 12.01% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. 0.62% of the stock is owned by insiders.
Institutional Trading of AGCO
Several large investors have recently modified their holdings of AGCO. Invesco Ltd. grew its holdings in AGCO by 20.6% during the third quarter. Invesco Ltd. now owns 2,086,933 shares of the industrial products company’s stock valued at $223,448,000 after purchasing an additional 356,560 shares during the period. Squarepoint Ops LLC grew its holdings in AGCO by 69.1% during the second quarter. Squarepoint Ops LLC now owns 353,800 shares of the industrial products company’s stock valued at $36,498,000 after purchasing an additional 144,625 shares during the period. Renaissance Technologies LLC grew its holdings in AGCO by 60.4% during the fourth quarter. Renaissance Technologies LLC now owns 373,500 shares of the industrial products company’s stock valued at $38,964,000 after purchasing an additional 140,700 shares during the period. AQR Capital Management LLC grew its holdings in AGCO by 216.5% during the fourth quarter. AQR Capital Management LLC now owns 145,722 shares of the industrial products company’s stock valued at $15,202,000 after purchasing an additional 99,687 shares during the period. Finally, Balyasny Asset Management L.P. grew its holdings in AGCO by 100.6% during the fourth quarter. Balyasny Asset Management L.P. now owns 164,973 shares of the industrial products company’s stock valued at $17,210,000 after purchasing an additional 82,729 shares during the period. Institutional investors own 78.80% of the company’s stock.
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.