AGCO (NYSE:AGCO) Rating Lowered to Hold at Wall Street Zen

03 Aug 2026, 01:42 by Amy Steele · The Cerbat Gem

AGCO (NYSE:AGCO – Get Free Report) was downgraded by research analysts at Wall Street Zen from a “buy” rating to a “hold” rating in a research note issued on Saturday.

Several other equities analysts have also issued reports on AGCO. Weiss Ratings lowered AGCO from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Wednesday, May 27th. UBS Group reissued a “neutral” rating and set a $123.00 price objective on shares of AGCO in a research report on Sunday, May 10th. Truist Financial restated a “buy” rating and set a $135.00 price objective (down from $159.00) on shares of AGCO in a research note on Friday. Sanford C. Bernstein reaffirmed a “market perform” rating and issued a $108.00 target price on shares of AGCO in a report on Friday. Finally, JPMorgan Chase & Co. dropped their target price on shares of AGCO from $143.00 to $130.00 and set an “overweight” rating on the stock in a research note on Monday, July 13th. Four research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, AGCO currently has a consensus rating of “Hold” and a consensus price target of $123.25.

Get Our Latest Stock Analysis on AGCO

AGCO Stock Up 0.2%

AGCO stock opened at $102.40 on Friday. AGCO has a twelve month low of $99.21 and a twelve month high of $143.78. The company has a quick ratio of 0.58, a current ratio of 1.32 and a debt-to-equity ratio of 0.53. The firm has a market cap of $7.41 billion, a PE ratio of 14.16, a price-to-earnings-growth ratio of 0.84 and a beta of 1.07. The business has a 50 day moving average of $114.93 and a 200 day moving average of $118.58.

AGCO (NYSE:AGCO – Get Free Report) last released its earnings results on Thursday, July 30th. The industrial products company reported $1.43 EPS for the quarter, missing the consensus estimate of $1.46 by ($0.03). AGCO had a return on equity of 10.09% and a net margin of 5.15%.The company had revenue of $2.61 billion during the quarter, compared to the consensus estimate of $2.75 billion. During the same period last year, the firm posted $1.35 earnings per share. The company’s 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. On average, research analysts forecast that AGCO will post 5.63 EPS for the current fiscal year.

Insider Buying and Selling

In related news, major shareholder & Farm Equipment Ltd Tractors sold 422,590 shares of AGCO stock in a transaction dated Tuesday, May 5th. The stock was sold at an average price of $123.28, for a total value of $52,096,895.20. Following the completion of the sale, the insider directly owned 3,149,820 shares in the company, valued at approximately $388,309,809.60. This trade represents a 11.83% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 0.62% of the company’s stock.

Institutional Trading of AGCO

Institutional investors have recently made changes to their positions in the stock. Dimensional Fund Advisors LP grew its stake in shares of AGCO by 2.1% in the fourth quarter. Dimensional Fund Advisors LP now owns 3,535,740 shares of the industrial products company’s stock worth $368,849,000 after acquiring an additional 73,880 shares during the period. Massachusetts Financial Services Co. MA raised its holdings in shares of AGCO by 3.5% during the fourth quarter. Massachusetts Financial Services Co. MA now owns 2,939,113 shares of the industrial products company’s stock valued at $306,608,000 after purchasing an additional 98,988 shares during the last quarter. Capital World Investors lifted its position in AGCO by 309.0% during 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 purchasing an additional 1,815,741 shares during the period. Invesco Ltd. lifted its position in AGCO by 15.1% during the fourth quarter. Invesco Ltd. now owns 2,401,288 shares of the industrial products company’s stock valued at $250,502,000 after purchasing an additional 314,355 shares during the period. Finally, Davis Selected Advisers boosted its holdings in AGCO by 13.0% in the fourth quarter. Davis Selected Advisers now owns 2,048,835 shares of the industrial products company’s stock worth $213,736,000 after purchasing an additional 235,913 shares during the last quarter. Hedge funds and other institutional investors own 78.80% of the company’s stock.

AGCO News Roundup

Here are the key news stories impacting AGCO this week:

Positive Sentiment: Truist Financial reaffirmed its Buy rating, while maintaining a $135 price target. Although the target was reduced from $159, it still indicates substantial potential upside from recent levels. Benzinga analyst rating report
Positive Sentiment: Zacks Research made modest upward revisions to several longer-term earnings estimates, including FY2026 EPS to $5.95 from $5.91, Q1 2028 EPS to $2.00 from $1.98, and FY2028 EPS to $9.19 from $9.16. These revisions suggest some confidence in an eventual earnings recovery. MarketBeat AGCO estimates
Neutral Sentiment: Wells Fargo lowered its price target to $117 from $132 and adopted an Equal Weight rating. The revised target remains above the recent trading level, but the downgrade reflects more limited confidence in near-term outperformance. Benzinga Wells Fargo report
Negative Sentiment: AGCO’s second-quarter adjusted EPS was $1.43, below the $1.48 consensus estimate, while revenue of $2.61 billion missed expectations of approximately $2.74 billion. Sales fell 1% year over year, highlighting softer operating conditions. AGCO second-quarter results
Negative Sentiment: Management cut 2026 adjusted EPS guidance to approximately $5.50–$5.75, below the roughly $5.99 consensus, and reduced revenue guidance to $10.1–$10.2 billion versus expectations near $10.6 billion. The company cited weaker farm demand, margin pressure and tariff costs. AGCO outlook report
Negative Sentiment: Zacks reduced its FY2027 EPS estimate to $7.63 from $7.97 and lowered several 2027 quarterly forecasts, reinforcing concerns that the agricultural-equipment downturn could persist beyond 2026. Zacks AGCO earnings report

AGCO Company Profile

(Get Free Report)

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.