Inside the research

AGCO Corporation

AGCO Research profile · latest available data

Price overview

$118.02

▲ +1.81 (+1.6%)

52w hi$139.71
52w lo$98.45
Vol796.30K
As of25 Sep 2026

The Verdict

Hold

Our score -0.07

Short+0.17
Medium-0.13
Long-0.43

computed 2026-09-27

Key fundamentals

AGCO Corporation

Industrials · Farm & Heavy Construction Machinery

Market cap$8.27B
Enterprise value$10.87B
Trailing P/E16.32x
Forward P/E15.81x
EV / EBITDA10.75x
P / S (ttm)0.80x
Profit margin5.2%
Return on equity11.8%
Revenue growth-1.0%
Earnings growth-74.4%
Debt / equity66.05

Layer Breakdown

LayerRawContribution
Fundamental+0.05
Sector-0.01
Technical+0.05
Earnings+0.00
Sentiment+0.00

macro × 1.00 · 2026-09-27

Business overview

AGCO Corporation manufactures and distributes agricultural equipment and replacement parts worldwide. It offers horsepower tractors for row crop production, soil cultivation, planting, land leveling, seeding, and commercial hay operations; utility tractors for small- and medium-sized farms, as well as for dairy, livestock, orchards, and vineyards; and compact tractors for small farms, specialty agricultural industries, landscaping, equestrian, and residential uses. The company also provides grain storage bins and related drying and handling equipment systems; seed-processing systems; swine and poultry feed storage and delivery systems; ventilation and watering systems; and egg production systems and broiler production equipment. In addition, it offers round and rectangular balers, loader wagons, self-propelled windrowers, forage harvesters, disc mowers, spreaders, rakes, tedders, and mower conditioners for harvesting and packaging vegetative feeds used in cattle, dairy, horse, and renewable fuel industries. Further, the company provides implements, including disc harrows leveling seed beds and mixing chemicals with the soils; heavy tillage to break up soil and mix crop residue into topsoil; field cultivators that prepare smooth seed bed and destroy weeds; drills for small grain seeding; planters and other planting equipment; and loaders. Additionally, it offers combines for harvesting grain crops, such as corn, wheat, soybeans, and rice; and application equipment, including self-propelled, three- and four-wheeled vehicles, and related equipment for liquid and dry fertilizers and crop protection chemicals, and for after crops emerge from the ground, as well as produces diesel engines, gears, and generating sets. The company markets its products under the Fendt, Massey Ferguson, PTx, and Valtra brands through a network of independent dealers and distributors. AGCO Corporation was founded in 1990 and is headquartered in Duluth, Georgia.

United States · www.agcocorp.com

Risk Metrics

Beta vs SPX1.00
Corr SPX0.42
Annual vol38.4%
Annual ret+18.3%
Sharpe0.48
Max DD-29.9%

Window: 504 trading days (504 obs)

Analyst Coverage

Mean PT$128.21
High / Low$152.00 / $102.00
Median$130.00
Analysts14
Strong Buy2
Buy3
Hold8
Sell1
Strong Sell1

Recent rating actions

2026-04-22Oppenheimer→ Outperform
2026-02-09Truist Securities→ Buy
2026-02-09Citigroup→ Neutral
2026-02-06Oppenheimer→ Outperform
2026-02-06JP Morgan→ Overweight
2026-02-06BMO Capital→ Market Perform

Material Events

DateEvent8-K
2026-08-03Officer / Director Change, Exhibitsread
2026-07-30Earnings Release, Exhibitsread
2026-07-10Bylaws Amendment, Exhibitsread
2026-05-05Earnings Release, Exhibitsread
2026-04-24Shareholder Voteread
2026-03-06Officer / Director Change, Exhibitsread
2026-03-05Officer / Director Change, Exhibitsread
2026-02-05Earnings Release, Exhibitsread
2026-01-30Exhibitsread
2025-10-31Earnings Release, Exhibitsread
2025-09-30Other Material Event, Exhibitsread
2025-07-31Earnings Release, Exhibitsread

Insider Trades

DateInsiderRoleActionSharesValue
2026-08-06Bennett Kelvin EugeneSVP EngineeringSell2.00K$204.54K
2026-07-14Bennett Kelvin EugeneSVP EngineeringGrant203$21.83K
2026-07-14Hansotia Eric PChairman, President and CGrant236$25.45K
2026-07-14Harris Ivory MarieSVP Chief HR OfficerGrant47$5.05K
2026-07-14Audia Damon JSVP, Chief Financial OffGrant146$15.68K
2026-07-14Sorbe Brian JamesPresident PTxGrant22$2.38K
2026-07-10Agarwal IndiraVP, Chief Accounting OffiWithheld for tax1.73K$198.23K
2026-06-15Barbour Sondra LGrant33$3.87K
2026-06-15De Lange BobGrant4$508

Flow & Concentration

Insider 180d net-$204.54K
Insider buys / sells0 / 1
Insider biasNeutral
13F holders9
Top-5 share94.0%
HHI2,987 (concentrated)

Top Holders

HolderValueShares
State Street Corp$244.56M2.04M
Capital Research / Capital World$113.80M950.75K
AQR Capital Management$67.84M570.03K
Millennium Management$33.74M281.84K
Fidelity / FMR LLC$25.56M213.50K
Renaissance Technologies$23.78M198.70K
Citadel Advisors$6.32M52.80K
T. Rowe Price Group$661.07K5.52M
Bridgewater Associates$429.96K3.59K

As of 2026-06-30

Dividends

Yield (TTM)0.49%
$ / share (TTM)$0.58
5y CAGR+12.6%

Annual dividend per share

2021$4.76
2022$5.42
2023$6.11
2024$3.66
2025$1.16
2026$0.29

SEC Filings

DateFormDoc
2026-08-074view
2026-08-074view
2026-08-038-Kview
2026-07-308-Kview
2026-07-3010-Qview
2026-07-164view
2026-07-164view
2026-07-164view
2026-07-164view
2026-07-164view
2026-07-134view
2026-07-108-Kview
2026-06-164view
2026-06-164view
2026-05-074view

The Long Run

FY 2010–2025 · 16 years

LineLatestCAGRTrend
Revenue$14.41B+5.0%
Gross profit$2.90B+5.7%
Operating income-$122.10M+5.9%
Net income$1.17B+15.5%
Cash from ops$988.10M+7.2%

Indices

S&P MidCap 400

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$116.19$119.05$115.36$118.02796.30K
Sep 24$121.05$121.05$115.16$116.211.07M
Sep 23$120.88$124.11$120.69$121.681.08M
Sep 22$121.58$122.59$119.51$120.651.12M
Sep 21$120.39$122.25$118.70$119.90885.50K

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