Landscape Capital Management L.L.C. Invests $2.64 Million in AGCO Corporation $AGCO

Landscape Capital Management L.L.C. purchased a new position in AGCO Corporation (NYSE:AGCO) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 22,022 shares of the industrial products company’s stock, valued at approximately $2,636,000.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its stake in AGCO by 46.2% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 4,958 shares of the industrial products company’s stock valued at $459,000 after buying an additional 1,567 shares during the last quarter. Jones Financial Companies Lllp boosted its holdings in AGCO by 29.7% in the first quarter. Jones Financial Companies Lllp now owns 650 shares of the industrial products company’s stock worth $61,000 after acquiring an additional 149 shares in the last quarter. Goldman Sachs Group Inc. grew its stake in shares of AGCO by 39.6% in the first quarter. Goldman Sachs Group Inc. now owns 215,242 shares of the industrial products company’s stock worth $19,925,000 after acquiring an additional 61,009 shares during the last quarter. Empowered Funds LLC grew its stake in shares of AGCO by 3.1% in the first quarter. Empowered Funds LLC now owns 5,876 shares of the industrial products company’s stock worth $544,000 after acquiring an additional 176 shares during the last quarter. Finally, Geneos Wealth Management Inc. increased its holdings in shares of AGCO by 109.2% during the first quarter. Geneos Wealth Management Inc. now owns 364 shares of the industrial products company’s stock valued at $34,000 after acquiring an additional 190 shares in the last quarter. Institutional investors own 78.80% of the company’s stock.

Insider Transactions at AGCO

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

AGCO Stock Up 2.7%

AGCO stock opened at $106.86 on Friday. The firm has a market cap of $7.48 billion, a price-to-earnings ratio of 14.78, a PEG ratio of 0.86 and a beta of 1.08. The stock has a fifty day simple moving average of $111.24 and a two-hundred day simple moving average of $117.42. AGCO Corporation has a 12 month low of $98.22 and a 12 month high of $143.78. The company has a current ratio of 1.32, a quick ratio of 0.58 and a debt-to-equity ratio of 0.53.

AGCO (NYSE:AGCO) last posted its quarterly earnings results on Thursday, July 30th. The industrial products company reported $1.43 earnings per share for the quarter, missing the consensus estimate of $1.46 by ($0.03). The business had revenue of $2.61 billion during the quarter, compared to analysts’ expectations of $2.75 billion. AGCO had a return on equity of 10.09% and a net margin of 5.15%.The firm’s revenue for the quarter was down 1.0% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.35 EPS. AGCO has set its FY 2026 guidance at 5.500-5.750 EPS. Equities analysts predict that AGCO Corporation will post 5.55 EPS for the current fiscal year.

AGCO Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 15th. Investors of record on Friday, August 14th will be issued a $0.30 dividend. This represents a $1.20 annualized dividend and a yield of 1.1%. The ex-dividend date is Friday, August 14th. AGCO’s dividend payout ratio (DPR) is presently 16.60%.

AGCO News Summary

Here are the key news stories impacting AGCO this week:

• Positive Sentiment: Zacks Research raised its Q4 2026 EPS estimate to $2.24 from $2.21, suggesting somewhat better near-term earnings expectations. However, the full-year consensus remains $5.55 per share. MarketBeat AGCO estimates
• Positive Sentiment: AGCO is bringing Fendt and Massey Ferguson equipment to the “American Farming 2” mobile game. The partnership could expand consumer awareness of its brands and equipment, although the direct financial impact is likely limited initially. AGCO American Farming 2 partnership
• Neutral Sentiment: AGCO reported approximately $2.6 billion in quarterly net sales. Recent results showed revenue slightly below expectations and down about 1% year over year, indicating continued pressure in agricultural-equipment demand. AGCO quarterly net sales
• Neutral Sentiment: Two reports about a $70,000 fine concern the Alcohol and Gaming Commission of Ontario, commonly abbreviated AGCO, penalizing gaming supplier Booming Games. They do not involve AGCO Corporation and should not affect the agricultural-equipment company’s fundamentals. Ontario gaming regulator penalty
• Negative Sentiment: Zacks Research cut its 2027 EPS forecasts for AGCO’s first quarter to $1.20 from $1.35, third quarter to $1.42 from $1.64, and fourth quarter to $2.35 from $2.53. The broad reductions point to weaker expected profitability and are the clearest pressure on the stock’s outlook.

Analyst Upgrades and Downgrades

Several equities analysts have recently issued reports on AGCO shares. DA Davidson set a $151.00 price target on AGCO in a research report on Friday, July 31st. Sanford C. Bernstein reissued a “market perform” rating and set a $108.00 price objective on shares of AGCO in a research report on Friday, July 31st. Wall Street Zen lowered shares of AGCO from a “buy” rating to a “hold” rating in a research note on Saturday, August 1st. Weiss Ratings lowered shares of AGCO from a “hold (c+)” rating to a “hold (c)” rating in a research note on Friday, July 31st. Finally, JPMorgan Chase & Co. decreased their target price on shares of AGCO from $143.00 to $130.00 and set an “overweight” rating for the company in a report on Monday, July 13th. Four equities research analysts have rated the stock with a Buy rating, seven have given a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, AGCO currently has an average rating of “Hold” and a consensus target price of $120.33.

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.