AGCO
AGCO CORP /DE
$113.21
+0.60%
$8.2B
No data for this timeframe.
Vol
Market Cap$8.2B
Cap SizeMid Cap
Analyst ConsensusHold (43%)
Inst. Holders50 funds
Inst. Value$4.6B
Inst. Activity31 buys / 14 sells
Insider Activity0B / 1S
Insider Net $-$38.1M
SEC Reports3
Recent Activity
Jun 15, 2026
Insider
Barbour Sondra L was granted 33.156 shares
Director @ $116.71 ($3.9K)
Jun 15, 2026
Insider
De Lange Bob was granted 4.356 shares
Director @ $116.71 ($508.37)
May 25, 2026
dark_pool
Dark Pool: AGCO — 0.6M shares, 22,908 trades
Week starting 2026-05-25. Total ATS volume: 618,401 shares across 22,908 trades.
May 5, 2026
SEC
AGCO reported Q1 2026 adjusted EPS of $0.94, significantly above the $0.44 consensus, on net sales of $2.34B (+14.3% YoY
8-K — Impact 7/10
May 5, 2026
Insider
Tractors & Farm Equipment Ltd sold 309,089 shares
10%+ Owner @ $123.28 ($38.1M)
Mar 12, 2026
SEC
Analysis based on filing metadata only — document content was unavailable
DEFA14A — Impact 2/10
Mar 5, 2026
SEC
AGCO Corporation announced the appointment of James C. Collins, Jr. to its Board of Directors, effective April 1, 2026,
8-K — Impact 3/10
Inst.
FULLER & THALER ASSET — TRIM
1,746,334 shares ($202.3M)
Price Targets
$128.00
+13.1% upside
Buy
Current $113.21
Low $105.00
Median $127.50
High $152.00
14 analysts
$105.00
$152.00
Analyst Ratings
4Strong Buy
5Buy
10Hold
2Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Apr 22, 2026 | Oppenheimer | MAINTAIN | Outperform → Outperform |
| Feb 9, 2026 | Citigroup | MAINTAIN | Neutral → Neutral |
| Feb 9, 2026 | Truist Securities | MAINTAIN | Buy → Buy |
| Feb 6, 2026 | JP Morgan | MAINTAIN | Overweight → Overweight |
| Feb 6, 2026 | BMO Capital | MAINTAIN | Market Perform → Market Perform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $1.45 ▼ -2.8% | $1.35 — $1.64 | 8% YoY | 14 |
| Next Q | $1.42 ▼ -4.0% | $0.90 — $1.69 | 5% YoY | 14 |
| Current FY | $5.99 ▲ +2.9% | $5.85 — $6.21 | 13% YoY | 15 |
| Next FY | $8.09 ▼ -0.7% | $7.50 — $9.35 | 35% YoY | 15 |
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $672.6M | — |
| DIMENSIONAL FUND ADVISORS LP | $409.9M | — |
| MASSACHUSETTS FINANCIAL SERVICES CO | $337.0M | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $322.3M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $304.4M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 15, 2026 | Barbour Sondra | A | $3.9K |
| Jun 15, 2026 | De Lange | A | $508.37 |
| May 5, 2026 | Tractors & | SELL | $38.1M |
| Apr 23, 2026 | Collins James | A | $0.00 |
| Apr 23, 2026 | Porksen Niels | A | $0.00 |
50 institutional holders with $4.6B total value (39,390,608 shares) as of 2026-Q1. Top holders: BlackRock,, DIMENSIONAL, MASSACHUSETTS. Net buying activity: 31 institutions added/increased vs 14 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 5,804,530 | $672.6M | 14.7% | — |
| 2 | DIMENSIONAL FUND ADVISORS LP | 3,537,474 | $409.9M | 9.0% | — |
| 3 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2,863,256 | $337.0M | 7.4% | — |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2,781,430 | $322.3M | 7.1% | — |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 2,627,005 | $304.4M | 6.7% | — |
| 6 | Capital World Investors | 2,504,042 | $290.1M | 6.4% | DOUBLED +309.0% |
| 7 | VICTORY CAPITAL MANAGEMENT INC | 2,191,147 | $253.9M | 5.6% | — |
| 8 | Invesco Ltd. | 2,171,333 | $251.6M | 5.5% | — |
| 9 | DAVIS SELECTED ADVISERS | 2,086,643 | $241.8M | 5.3% | — |
| 10 | STATE STREET CORP | 2,005,929 | $232.4M | 5.1% | — |
| 11 | FULLER & THALER ASSET MANAGEMENT, INC. | 1,746,334 | $202.3M | 4.4% | TRIM -31.5% |
| 12 | MACKENZIE FINANCIAL CORP | 898,898 | $104.2M | 2.3% | — |
| 13 | MORGAN STANLEY | 713,355 | $82.7M | 1.8% | — |
| 14 | Ninety One UK Ltd | 628,947 | $72.9M | 1.6% | — |
| 15 | BANK OF AMERICA CORP /DE/ | 543,955 | $63.0M | 1.4% | — |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 518,921 | $60.1M | 1.3% | — |
| 17 | VANGUARD FIDUCIARY TRUST CO | 370,641 | $42.9M | 0.9% | — |
| 18 | AMERIPRISE FINANCIAL INC | 295,075 | $34.2M | 0.7% | — |
| 19 | Grantham, Mayo, Van Otterloo & Co. LLC | 288,498 | $33.4M | 0.7% | — |
| 20 | Russell Investments Group, Ltd. | 279,143 | $32.3M | 0.7% | ADD +96.6% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| FULLER & THALER ASSET MANAGEMENT, INC. | TRIM | 2,550,165 | 1,746,334 | -31.5% | $202.3M | 2026-Q1 |
| Russell Investments Group, Ltd. | ADD | 141,969 | 279,143 | +96.6% | $32.3M | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 373,500 | 276,700 | -25.9% | $32.1M | 2026-Q1 |
| Swedbank AB | ADD | 179,617 | 272,300 | +51.6% | $31.6M | 2026-Q1 |
| FMR LLC | DOUBLED | 84,356 | 193,561 | +129.5% | $22.4M | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | NEW | — | 168,958 | — | $19.6M | 2026-Q1 |
| SEI INVESTMENTS CO | ADD | 86,870 | 146,726 | +68.9% | $17.0M | 2026-Q1 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | ADD | 94,271 | 134,350 | +42.5% | $15.6M | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | ADD | 99,372 | 126,234 | +27.0% | $14.6M | 2026-Q1 |
| FIRST TRUST ADVISORS LP | NEW | — | 114,080 | — | $13.2M | 2026-Q1 |
| CAPITAL FUND MANAGEMENT S.A. | DOUBLED | 47,179 | 114,043 | +141.7% | $13.2M | 2026-Q1 |
| Allspring Global Investments Holdings, LLC | DOUBLED | 10,498 | 80,974 | +671.3% | $9.5M | 2026-Q1 |
| FRANKLIN RESOURCES INC | DOUBLED | 17,372 | 75,392 | +334.0% | $8.7M | 2026-Q1 |
| TCW GROUP INC | ADD | 35,925 | 60,289 | +67.8% | $7.0M | 2026-Q1 |
| BANK OF MONTREAL /CAN/ | TRIM | 79,352 | 54,209 | -31.7% | $6.3M | 2026-Q1 |
| FIFTH THIRD BANCORP | DOUBLED | 713 | 49,332 | +6818.9% | $5.7M | 2026-Q1 |
| Trexquant Investment LP | DOUBLED | 7,710 | 45,668 | +492.3% | $5.3M | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | TRIM | 74,518 | 40,943 | -45.1% | $4.7M | 2026-Q1 |
| M&T BANK CORP | DOUBLED | 10,549 | 37,952 | +259.8% | $4.4M | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD | TRIM | 49,545 | 35,057 | -29.2% | $4.1M | 2026-Q1 |
| Erste Asset Management GmbH | ADD | 23,006 | 29,614 | +28.7% | $3.3M | 2026-Q1 |
| AVIVA PLC | DOUBLED | 6,453 | 27,463 | +325.6% | $3.2M | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC | DOUBLED | 9,547 | 22,729 | +138.1% | $2.6M | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC | DOUBLED | 7,939 | 19,967 | +151.5% | $2.3M | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC | ADD | 10,541 | 17,530 | +66.3% | $2.0M | 2026-Q1 |
18 unique insiders with 50 transactions. Net insider value: -$38.1M ($0.00 bought, $38.1M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 15, 2026 | Barbour Sondra L | Director | AWARD | 33.156 | $116.71 | $3.9K |
| Jun 15, 2026 | De Lange Bob | Director | AWARD | 4.356 | $116.71 | $508.37 |
| May 5, 2026 | Tractors & Farm Equipment Ltd | 10%+ Owner | SELL | 309,089 | $123.28 | $38.1M |
| Apr 23, 2026 | Collins James C. Jr. | Director | AWARD | 1,673 | — | — |
| Apr 23, 2026 | Porksen Niels | Director | AWARD | 1,338 | — | — |
| Apr 23, 2026 | Sagehorn David M. | Director | AWARD | 1,673 | — | — |
| Apr 23, 2026 | arnold michael c | Director | AWARD | 1,673 | — | — |
| Apr 23, 2026 | Barbour Sondra L | Director | AWARD | 1,673 | — | — |
| Apr 23, 2026 | De Lange Bob | Director | AWARD | 1,673 | — | — |
| Apr 23, 2026 | Golodryga Zhanna | Director | AWARD | 1,673 | — | — |
| Apr 23, 2026 | CLARK SUZANNE PATRICIA | Director | AWARD | 1,673 | — | — |
| Apr 20, 2026 | Hansotia Eric P | Chairman, President and CEO | TAX W/H | 1,960 | $115.29 | $226.0K |
| Mar 16, 2026 | De Lange Bob | Director | AWARD | 0.089 | $119.70 | $10.68 |
| Mar 16, 2026 | Barbour Sondra L | Director | AWARD | 27.132 | $119.70 | $3.2K |
| Feb 10, 2026 | Felli Luis Fernando Sartini | SVP GM Massey Ferguson | EXERCISE | 2,550 | $72.74 | $185.5K |
| Feb 10, 2026 | Felli Luis Fernando Sartini | SVP GM Massey Ferguson | TAX W/H | 1,713 | $133.00 | $227.8K |
| Feb 5, 2026 | Dehner Torsten Rudolf Willi | SVP GM Fendt/Valtra | TAX W/H | 300 | $124.34 | $37.3K |
| Feb 5, 2026 | Audia Damon J | SVP, Chief Financial Officer | AWARD | 1,227 | — | — |
| Feb 5, 2026 | Audia Damon J | SVP, Chief Financial Officer | TAX W/H | 551 | $124.34 | $68.5K |
| Feb 5, 2026 | Hansotia Eric P | Chairman, President and CEO | AWARD | 9,426 | — | — |
| Feb 5, 2026 | Hansotia Eric P | Chairman, President and CEO | TAX W/H | 3,710 | $124.34 | $461.3K |
| Feb 5, 2026 | Felli Luis Fernando Sartini | SVP GM Massey Ferguson | AWARD | 982 | — | — |
| Feb 5, 2026 | Felli Luis Fernando Sartini | SVP GM Massey Ferguson | TAX W/H | 271 | $124.34 | $33.7K |
| Feb 5, 2026 | Bennett Kelvin Eugene | SVP Engineering | AWARD | 576 | — | — |
| Feb 5, 2026 | Bennett Kelvin Eugene | SVP Engineering | TAX W/H | 256 | $124.34 | $31.8K |
| Feb 5, 2026 | Dehner Torsten Rudolf Willi | SVP GM Fendt/Valtra | AWARD | 982 | — | — |
| Feb 5, 2026 | Harris Ivory Marie | SVP Chief HR Officer | AWARD | 576 | — | — |
| Feb 5, 2026 | Harris Ivory Marie | SVP Chief HR Officer | TAX W/H | 257 | $124.34 | $32.0K |
| Feb 5, 2026 | Caspari Stefan | SVP Cust. Success/Bus. Effec. | AWARD | 576 | — | — |
| Feb 5, 2026 | Caspari Stefan | SVP Cust. Success/Bus. Effec. | TAX W/H | 201 | $124.34 | $25.0K |
| Feb 5, 2026 | Millwood Timothy | SVP Chief Supply Chain Officer | AWARD | 733 | — | — |
| Feb 5, 2026 | Millwood Timothy | SVP Chief Supply Chain Officer | TAX W/H | 318 | $124.34 | $39.5K |
| Jan 30, 2026 | Hansotia Eric P | Chairman, President and CEO | TAX W/H | 4,182 | $113.41 | $474.3K |
| Jan 30, 2026 | Audia Damon J | SVP, Chief Financial Officer | TAX W/H | 929 | $113.41 | $105.4K |
| Jan 30, 2026 | Felli Luis Fernando Sartini | SVP GM Massey Ferguson | TAX W/H | 282 | $113.41 | $32.0K |
| Jan 30, 2026 | Harris Ivory Marie | SVP Chief HR Officer | TAX W/H | 294 | $113.41 | $33.3K |
| Jan 30, 2026 | Bennett Kelvin Eugene | SVP Engineering | TAX W/H | 275 | $113.41 | $31.2K |
| Jan 30, 2026 | Dehner Torsten Rudolf Willi | SVP GM Fendt/Valtra | TAX W/H | 312 | $113.41 | $35.4K |
| Jan 30, 2026 | Caspari Stefan | SVP Cust. Success/Bus. Effec. | TAX W/H | 225 | $113.41 | $25.5K |
| Jan 30, 2026 | Millwood Timothy | SVP Chief Supply Chain Officer | TAX W/H | 444 | $113.41 | $50.4K |
| Jan 29, 2026 | Hansotia Eric P | Chairman, President and CEO | TAX W/H | 6,625 | $114.33 | $757.4K |
| Jan 29, 2026 | Audia Damon J | SVP, Chief Financial Officer | TAX W/H | 1,739 | $114.33 | $198.8K |
| Jan 29, 2026 | Felli Luis Fernando Sartini | SVP GM Massey Ferguson | TAX W/H | 332 | $114.33 | $38.0K |
| Jan 29, 2026 | Harris Ivory Marie | SVP Chief HR Officer | TAX W/H | 416 | $114.33 | $47.6K |
| Jan 29, 2026 | Bennett Kelvin Eugene | SVP Engineering | TAX W/H | 324 | $114.33 | $37.0K |
| Jan 29, 2026 | Dehner Torsten Rudolf Willi | SVP GM Fendt/Valtra | TAX W/H | 380 | $114.33 | $43.4K |
| Jan 29, 2026 | Caspari Stefan | SVP Cust. Success/Bus. Effec. | TAX W/H | 331 | $114.33 | $37.8K |
| Jan 29, 2026 | Millwood Timothy | SVP Chief Supply Chain Officer | TAX W/H | 586 | $114.33 | $67.0K |
| Jan 29, 2026 | Agarwal Indira | VP, Chief Accounting Officer | TAX W/H | 288 | $114.33 | $32.9K |
| Jan 28, 2026 | Harris Ivory Marie | SVP Chief HR Officer | AWARD | 3,193 | — | — |
3 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 1 mixed, 2 neutral. Avg impact: 4.0/10.
MIXED
8-K
7/10
AGCO reported Q1 2026 adjusted EPS of $0.94, significantly above the $0.44 consensus, on net sales o
May 5, 2026
NEUTRAL
DEFA14A
2/10
Analysis based on filing metadata only — document content was unavailable
Mar 12, 2026
NEUTRAL
8-K
3/10
AGCO Corporation announced the appointment of James C. Collins, Jr. to its Board of Directors, effec
Mar 5, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Hold (43% buy). Based on 21 analysts: 4 strong buy, 5 buy, 10 hold, 2 sell, 0 strong sell.
Analyst Price Targets
$128.00 mean target
+13.1% upside
Buy (2.67)
$105.00 Low
$152.00 High
| Metric | Value |
|---|---|
| Current Price | $113.21 |
| Target Low | $105.00 |
| Target Mean | $128.00 |
| Target Median | $127.50 |
| Target High | $152.00 |
| # Analysts | 14 |
| Recommendation | Buy (2.67) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$1.45 | $1.35 | $1.64 | 7.6% | -2.8% | 4↑ 8↓ | $2.7B | 4.3% | 14 |
| Next Q 2026-09-30 |
$1.42 | $0.90 | $1.69 | 5.1% | -4.0% | 4↑ 8↓ | $2.5B | 1.9% | 14 |
| Current FY 2026-12-31 |
$5.99 | $5.85 | $6.21 | 13.4% | +2.9% | 13↑ 2↓ | $10.6B | 5.0% | 15 |
| Next FY 2027-12-31 |
$8.09 | $7.50 | $9.35 | 35.1% | -0.7% | 6↑ 7↓ | $11.2B | 5.3% | 15 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $1.452 | |
| 7d ago | $1.451 | +0.001 |
| 30d ago | $1.493 | -0.042 |
| 60d ago | $1.477 | -0.025 |
| 90d ago | $1.489 | -0.037 |
7 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Apr 22, 2026 | Oppenheimer | MAINTAIN | Outperform | Outperform |
| Feb 9, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| Feb 9, 2026 | Truist Securities | MAINTAIN | Buy | Buy |
| Feb 6, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| Feb 6, 2026 | BMO Capital | MAINTAIN | Market Perform | Market Perform |
| Feb 6, 2026 | Oppenheimer | MAINTAIN | Outperform | Outperform |
| Feb 6, 2026 | Barclays | MAINTAIN | Underweight | Underweight |
| Jan 13, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| Jan 5, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| Dec 19, 2025 | JP Morgan | MAINTAIN | Overweight | Overweight |
| Dec 19, 2025 | Barclays | DOWNGRADE | Equal-Weight | Underweight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 4 | 5 | 10 | 2 | 0 | 43% | |
| May 1, 2026 | 4 | 5 | 10 | 2 | 0 | 43% | |
| Apr 1, 2026 | 4 | 5 | 10 | 2 | 0 | 43% | |
| Mar 1, 2026 | 4 | 5 | 10 | 2 | 0 | 43% | |
| Feb 1, 2026 | 4 | 5 | 10 | 2 | 0 | 43% | |
| Jan 1, 2026 | 4 | 5 | 10 | 2 | 0 | 43% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 25, 2026
dark_pool
Dark Pool: AGCO — 0.6M shares, 22,908 trades
Week starting 2026-05-25. Total ATS volume: 618,401 shares across 22,908 trades.
May 18, 2026
dark_pool
Dark Pool: AGCO — 0.9M shares, 24,727 trades
Week starting 2026-05-18. Total ATS volume: 911,119 shares across 24,727 trades.
May 12, 2026
short_interest
FTD: AGCO — 4,962 shares ($0.6M) failed to deliver
Settlement: 20260512, Price: $118.83, FTD Value: $589,634.46, AGCO CORP
May 11, 2026
dark_pool
Dark Pool: AGCO — 0.8M shares, 27,118 trades
Week starting 2026-05-11. Total ATS volume: 798,612 shares across 27,118 trades.
May 5, 2026
short_volume
Short Volume: AGCO — 82.1% short (0.5M / 0.7M)
Short: 537,353 | Exempt: 76 | TRF Vol: 654,403 | Short Ratio: 82.1% | Off-exchange volume (dark pool + OTC)
May 5, 2026
earnings_calendar
AGCO Q1 2026 Earnings Before Market Open — 2026-05-05
May 4, 2026
dark_pool
Dark Pool: AGCO — 1.7M shares, 38,443 trades
Week starting 2026-05-04. Total ATS volume: 1,659,458 shares across 38,443 trades.
May 4, 2026
short_volume
Short Volume: AGCO — 86.4% short (0.6M / 0.7M)
Short: 594,838 | Exempt: 0 | TRF Vol: 688,401 | Short Ratio: 86.4% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
dark_pool
Dark Pool: AGCO — 1.0M shares, 32,624 trades
Week starting 2026-04-27. Total ATS volume: 1,008,084 shares across 32,624 trades.
Apr 20, 2026
dark_pool
Dark Pool: AGCO — 1.2M shares, 24,085 trades
Week starting 2026-04-20. Total ATS volume: 1,193,943 shares across 24,085 trades.
Apr 15, 2026
short_volume
Short Volume: AGCO — 87.1% short (0.5M / 0.6M)
Short: 504,056 | Exempt: 0 | TRF Vol: 578,770 | Short Ratio: 87.1% | Off-exchange volume (dark pool + OTC)
Apr 13, 2026
dark_pool
Dark Pool: AGCO — 1.4M shares, 34,088 trades
Week starting 2026-04-13. Total ATS volume: 1,356,291 shares across 34,088 trades.
Apr 6, 2026
dark_pool
Dark Pool: AGCO — 1.0M shares, 27,890 trades
Week starting 2026-04-06. Total ATS volume: 1,023,305 shares across 27,890 trades.
Mar 30, 2026
dark_pool
Dark Pool: AGCO — 0.8M shares, 22,891 trades
Week starting 2026-03-30. Total ATS volume: 773,536 shares across 22,891 trades.
Mar 23, 2026
dark_pool
Dark Pool: AGCO — 0.8M shares, 24,416 trades
Week starting 2026-03-23. Total ATS volume: 844,924 shares across 24,416 trades.