AGM
FEDERAL AGRICULTURAL MORTGAGE CORP
$180.99
-0.62%
$2.0B
No data for this timeframe.
Vol
Market Cap$2.0B
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (83%)
Inst. Holders6 funds
Inst. Value$208.4M
Inst. Activity0 buys / 4 sells
Reddit Sentiment50° Neutral
SEC Reports1
Exchange NYSE·Sector Federal & Federally-Sponsored Credit Agencies·CIK 0000845877·Prev Close $182.12
Recent Activity
May 14, 2026
Insider
Logan Lyle sold 386 shares
Director @ $0.00 ($0.00)
May 5, 2026
earnings_calendar
AGM Q1 2026 Earnings Scheduled — 2026-05-05
Mar 31, 2026
Insider
Carpenter Zachary sold 1,323 shares
President and COO @ $144.36 ($191.0K)
Mar 31, 2026
Insider
NORDHOLM BRADFORD T sold 15,949 shares
Chief Executive Officer @ $144.36 ($2.3M)
Mar 4, 2026
SEC
Federal Agricultural Mortgage Corporation (Farmer Mac) announced an upcoming Investor Day webcast on March 18, 2026, to
8-K — Impact 3/10
Inst.
FMR LLC — TRIM
343,617 shares ($60.3M)
Inst.
MORGAN STANLEY — TRIM
67,963 shares ($11.9M)
Price Targets
$219.67
+21.4% upside
Strong Buy
Current $180.99
Low $205.00
Median $226.00
High $228.00
3 analysts
$205.00
$228.00
Analyst Ratings
1Strong Buy
4Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 12, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform → Outperform |
| Feb 23, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform → Outperform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $4.87 ▲ +4.9% | $4.65 — $5.07 | 13% YoY | 3 |
| Next Q | $4.89 ▲ +2.0% | $4.74 — $5.11 | 8% YoY | 3 |
| Current FY | $19.52 ▲ +3.4% | $19.07 — $20.20 | 17% YoY | 3 |
| Next FY | $21.35 ▲ +2.3% | $20.48 — $22.80 | 9% YoY | 3 |
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $102.6M | — |
| FMR LLC | $60.3M | TRIM |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $18.9M | NEW |
| MORGAN STANLEY | $11.9M | TRIM |
| WELLS FARGO & COMPANY/MN | $11.8M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 14, 2026 | Logan Lyle | A | $0.00 |
| Mar 31, 2026 | Carpenter Zachary | F | $191.0K |
| Mar 31, 2026 | NORDHOLM BRADFORD | F | $2.3M |
| Mar 31, 2026 | Ramsey Gregory | F | $29.6K |
| Mar 31, 2026 | Brinch Brian | F | $68.7K |
Reddit Sentiment
50°
Neutral
Bearish
Neutral
Bullish
6 institutional holders with $208.4M total value (1,186,706 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, CHARLES. Net selling activity: 4 institutions trimmed/exited vs 0 added.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 584,202 | $102.6M | 49.2% | — |
| 2 | FMR LLC | 343,617 | $60.3M | 29.0% | TRIM -29.9% |
| 3 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 107,733 | $18.9M | 9.1% | NEW |
| 4 | MORGAN STANLEY | 67,963 | $11.9M | 5.7% | TRIM -25.9% |
| 5 | WELLS FARGO & COMPANY/MN | 67,198 | $11.8M | 5.7% | — |
| 6 | BANK OF AMERICA CORP /DE/ | 15,993 | $2.8M | 1.3% | ADD +56.7% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| FMR LLC | TRIM | 489,857 | 343,617 | -29.9% | $60.3M | 2025-Q4 |
| MORGAN STANLEY | TRIM | 91,683 | 67,963 | -25.9% | $11.9M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | EXIT | 7,005 | 0 | -100.0% | $0.00 | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 42,100 | 0 | -100.0% | $0.00 | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 16,764 | 7,005 | -58.2% | $1.2M | 2025-Q3 |
| NORGES BANK | EXIT | 12,600 | 0 | -100.0% | $0.00 | 2025-Q3 |
| UBS Group AG | ADD | 24,157 | 37,345 | +54.6% | $7.3M | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | ADD | 10,891 | 17,068 | +56.7% | $3.3M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 16,764 | — | $3.3M | 2025-Q2 |
| NORGES BANK | NEW | — | 12,600 | — | $2.4M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 78,400 | 50,200 | -36.0% | $9.9M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 107,494 | — | $20.1M | 2024-Q3 |
21 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 14, 2026 | Logan Lyle | Director | A | 386 | $0.00 | $0.00 |
| Mar 31, 2026 | Carpenter Zachary | President and COO | F | 1,323 | $144.36 | $191.0K |
| Mar 31, 2026 | NORDHOLM BRADFORD T | Chief Executive Officer | F | 15,949 | $144.36 | $2.3M |
| Mar 31, 2026 | Ramsey Gregory | Principal Accounting Officer | F | 205 | $144.36 | $29.6K |
| Mar 31, 2026 | Brinch Brian M | EVP - Chief Risk Officer | F | 476 | $144.36 | $68.7K |
| Mar 31, 2026 | McKissack Eric T | Director | A | 14 | $148.35 | $2.1K |
| Mar 31, 2026 | Ware Todd P | Director | A | 28 | $148.35 | $4.2K |
| Mar 31, 2026 | Sexton Robert G | Director | A | 56 | $148.35 | $8.3K |
| Mar 31, 2026 | Gales Amy H | Director | A | 136 | $148.35 | $20.2K |
| Mar 31, 2026 | Engebretsen James R | Director | A | 116 | $148.35 | $17.2K |
| Mar 31, 2026 | JUNKINS LOWELL | Director | A | 9 | $148.35 | $1.3K |
| Mar 31, 2026 | Plagge Jeffrey L. | Director | A | 56 | $148.35 | $8.3K |
| Mar 5, 2026 | Ramsey Gregory | Principal Accounting Officer | A | 471 | $0.00 | $0.00 |
| Mar 5, 2026 | NORDHOLM BRADFORD T | Chief Executive Officer | A | 8,835 | $0.00 | $0.00 |
| Mar 5, 2026 | Pullins Matthew M | EVP - CFO and Treasurer | A | 2,631 | $0.00 | $0.00 |
| Mar 5, 2026 | Carpenter Zachary | President and COO | A | 1,398 | $0.00 | $0.00 |
| Mar 5, 2026 | Hayhurst Geraldine I | EVP - Chief Legal Officer | A | 1,461 | $0.00 | $0.00 |
| Mar 5, 2026 | Brinch Brian M | EVP - Chief Risk Officer | A | 633 | $0.00 | $0.00 |
| Mar 5, 2026 | Brinch Brian M | EVP - Chief Risk Officer | A | 1,257 | $0.00 | $0.00 |
| Mar 5, 2026 | Gales Amy H | Director | A | 471 | $0.00 | $0.00 |
| Mar 5, 2026 | Wilcher LaJuana S | Director | A | 471 | $0.00 | $0.00 |
| Mar 5, 2026 | JUNKINS LOWELL | Director | A | 471 | $0.00 | $0.00 |
| Mar 5, 2026 | Plagge Jeffrey L. | Director | A | 471 | $0.00 | $0.00 |
| Mar 5, 2026 | Daniel Shaw L | Director | A | 471 | $0.00 | $0.00 |
| Mar 5, 2026 | Riel Kevin G. | Director | A | 471 | $0.00 | $0.00 |
| Mar 5, 2026 | Davidson Richard H | Director | A | 471 | $0.00 | $0.00 |
| Mar 5, 2026 | Faivre-Davis Sara Louise | Director | A | 471 | $0.00 | $0.00 |
| Mar 5, 2026 | JOHNSON MITCHELL A | Director | A | 471 | $0.00 | $0.00 |
| Mar 5, 2026 | Stones Charles A | Director | A | 471 | $0.00 | $0.00 |
| Mar 5, 2026 | Sexton Robert G | Director | A | 471 | $0.00 | $0.00 |
| Mar 5, 2026 | Ware Todd P | Director | A | 471 | $0.00 | $0.00 |
| Mar 5, 2026 | Engebretsen James R | Director | A | 471 | $0.00 | $0.00 |
| Mar 5, 2026 | McKissack Eric T | Director | A | 471 | $0.00 | $0.00 |
| Mar 5, 2026 | Hayhurst Geraldine I | EVP - Chief Legal Officer | A | 735 | $0.00 | $0.00 |
| Mar 5, 2026 | Pullins Matthew M | EVP - CFO and Treasurer | A | 1,323 | $0.00 | $0.00 |
| Mar 5, 2026 | Carpenter Zachary | President and COO | A | 2,778 | $0.00 | $0.00 |
1 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 1 neutral. Avg impact: 3.0/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (83% buy). Based on 6 analysts: 1 strong buy, 4 buy, 1 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$219.67 mean target
+21.4% upside
Strong Buy (3.00)
$205.00 Low
$228.00 High
| Metric | Value |
|---|---|
| Current Price | $180.99 |
| Target Low | $205.00 |
| Target Mean | $219.67 |
| Target Median | $226.00 |
| Target High | $228.00 |
| # Analysts | 3 |
| Recommendation | Strong Buy (3.00) |
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 |
$4.87 | $4.65 | $5.07 | 12.7% | +4.9% | 2↑ 0↓ | $0.1B | 12.9% | 3 |
| Next Q 2026-09-30 |
$4.89 | $4.74 | $5.11 | 8.2% | +2.0% | 0↑ 1↓ | $0.1B | 11.5% | 3 |
| Current FY 2026-12-31 |
$19.52 | $19.07 | $20.20 | 17.2% | +3.4% | 2↑ 0↓ | $0.5B | 12.2% | 3 |
| Next FY 2027-12-31 |
$21.35 | $20.48 | $22.80 | 9.4% | +2.3% | 1↑ 0↓ | $0.5B | 12.6% | 3 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $4.867 | |
| 7d ago | $4.640 | +0.227 |
| 30d ago | $4.640 | +0.227 |
| 60d ago | $4.650 | +0.217 |
| 90d ago | $4.690 | +0.177 |
1 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 12, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | Outperform |
| Feb 23, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | Outperform |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 1 | 4 | 1 | 0 | 0 | 83% | |
| May 1, 2026 | 1 | 4 | 1 | 0 | 0 | 83% | |
| Apr 1, 2026 | 1 | 4 | 1 | 0 | 0 | 83% | |
| Mar 1, 2026 | 1 | 4 | 1 | 0 | 0 | 83% | |
| Feb 1, 2026 | 1 | 4 | 1 | 0 | 0 | 83% | |
| Jan 1, 2026 | 1 | 4 | 1 | 0 | 0 | 83% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
50°
Neutral
Bearish
Neutral
Bullish
1 mentions
0 bullish
0 bearish
1 time period
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Mar 30, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
Recent Reddit Threads
Would you sell your vote?
▲ 1
💬 0
⚡ 0.5
May 5, 2026
earnings_calendar
AGM Q1 2026 Earnings Scheduled — 2026-05-05