Market Cap
$8.0B
AGCO
AGCO CORP /DE
$112.75 ▲ +0.84%
Prev close $111.81Market cap$8.0B
ConsensusHold
12-mo target$124.00 (+10.0%)
▲ Neutral
Analyst conviction 5/10
Insider Selling Cluster (3 insiders)High Impact Filing (7/10)35 New Institutional Positions15 Institutional Exits Industrials & Manufacturing
Snapshot
The big-picture read on AGCO right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Hold (48%)
Inst. Holders
50 funds
Inst. Value
$5.8B
Inst. Activity
35 buys / 15 sells
Insider Activity
$100.7K buy / $109.8M sell
Insider Net $
-$109.7M
SEC Reports
10
Press Releases
1
Price chart 30d -11.0%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 other
6th Generation Valtra T Series Delivers Strong Performance and User Experience
A tractor so intuitive, it practically reads your mind. DULUTH, Ga., Oct. 1, 2026 /PRNewswire/ -- AG
Sep 15, 2026 Insider
De Lange Bob was granted 4.151 shares
Director @ $122.79 ($509.69)
Sep 15, 2026 Insider
Barbour Sondra L was granted 31.597 shares
Director @ $122.79 ($3.9K)
Sep 15, 2026 Insider
Aug 8, 2026 SEC Harris Ivory Marie sold 1,600 shares
SVP Chief HR Officer @ $125.30 ($200.5K)
AGCO insiders sold $41.7M in stock over the past week, dominated by a 10% owner (Tractors & Farm Equipment Ltd) selling
CLUSTER — Impact 7/10
Levi & Korsinsky announced an investigation into AGCO for potential securities law violations following Q2 2026 results
PRESS-RELEASE — Impact 6/10
AGCO announced a realignment of executive leadership: CFO Damon Audia moves to President of PTx & Corporate Strategy, In
8-K — Impact 2/10
AGCO declared a regular quarterly dividend of $0.30 per common share, payable September 15, 2026 to holders of record Au
Impact 2/10
Analyst ratings buy % +11.6%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
48% rate it Buy or better · 23 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 31, 2026 | Baird | UPGRADE | Outperform | 54% |
| Aug 4, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Aug 4, 2026 | Morgan Stanley | MAINTAIN | Underweight | 55% |
| Aug 3, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Jul 31, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Jul 31, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Jul 31, 2026 | Truist Securities | REITERATE | Buy | 55% |
| Jul 17, 2026 | Morgan Stanley | MAINTAIN | Underweight | 55% |
| Jul 13, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Jul 10, 2026 | DA Davidson | INITIATE | Buy | 53% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 6 | 10 | 2 | 0 | 48% | |
| Aug 1, 2026 | 4 | 6 | 11 | 2 | 0 | 43% | |
| Jul 1, 2026 | 4 | 5 | 10 | 2 | 0 | 43% | |
| 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% |
Price targets
Where 15 covering analysts think AGCO trades over the next 12 months.
$124.00 +10.0% upside Buy
Current$112.75 Low$98.00 Median$123.00 High$151.00 15 analysts
$98.00$151.00
Analyst rating Buy· 2.4/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
10 SEC filing reports analyzed · 1 bullish, 3 bearish, 2 mixed, 4 neutral · avg impact 4.4/10.Plus 1 press releases.
BEARISHCLUSTER7/10
AGCO insiders sold $41.7M in stock over the past week, dominated by a 10% owner (Tractors & Farm Equ
Aug 8, 2026
BEARISHPRESS-RELEASE6/10
Levi & Korsinsky announced an investigation into AGCO for potential securities law violations follow
Aug 3, 2026
NEUTRAL8-K2/10
AGCO announced a realignment of executive leadership: CFO Damon Audia moves to President of PTx & Co
Aug 3, 2026
BEARISH8-K7/10
AGCO reported Q2 2026 adjusted EPS of $1.43, missing consensus of $1.48 (-3.4%), and revenue of $2.6
Jul 30, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
other
6th Generation Valtra T Series Delivers Strong Performance and User Experience
A tractor so intuitive, it practically reads your mind. DULUTH, Ga., Oct. 1, 2026 /PRNewswire/ -- AGCO's (NYSE: AGCO) Finnish tractor brand Valtra has
Sep 30, 2026
contract
Massey Ferguson to Expand Its Low Horsepower and Compact Tractor Portfolio through New Strategic Partnership with International Tractors Limited
DULUTH, Ga., Sept. 30, 2026 /PRNewswire/ -- AGCO (NYSE: AGCO), today announced its Massey Ferguson brand's strategic supply partnership with Internati
Sep 14, 2026
ftd
FTD: AGCO — 4,712 shares ($0.6M) failed to deliver
Settlement: 20260914, Price: $121.10, FTD Value: $570,623.2, AGCO CORP
Sep 11, 2026
ftd
FTD: AGCO — 6,214 shares ($0.8M) failed to deliver
Settlement: 20260911, Price: $121.93, FTD Value: $757,673.02, AGCO CORP
Sep 10, 2026
short_volume
Short Volume: AGCO — 64.0% short (0.3M / 0.5M)
Short: 326,211 | Exempt: 343 | TRF Vol: 509,877 | Short Ratio: 64.0% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.87 | $0.83–$0.93 | -35.4% | -0.0% | 0↑ 13↓ | $2.3B | 15 |
| Next Q | $2.33 | $2.09–$2.65 | 79.4% | +0.2% | 6↑ 1↓ | $2.9B | 10 |
| Current FY | $5.62 | $5.40–$5.85 | 6.5% | -0.0% | 0↑ 14↓ | $10.2B | 16 |
| Next FY | $7.33 | $6.61–$9.42 | 46.1% | +0.3% | 1↑ 9↓ | $10.7B | 12 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.872 | — |
| 7d ago | $0.872 | -0.000 |
| 30d ago | $0.872 | -0.000 |
| 60d ago | $1.425 | -0.553 |
| 90d ago | $1.418 | -0.546 |
Institutional ownership
Which big funds own AGCO (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $5.8B total value (48,133,765 shares) as of 2026-Q2. Top holders: BlackRock,, DIMENSIONAL, MASSACHUSETTS. Net buying activity: 35 institutions added/increased vs 15 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 5,863,890 | $701.9M | 12.2% | — |
| DIMENSIONAL FUND ADVISORS LP | 3,604,608 | $431.5M | 7.5% | — |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2,999,252 | $365.1M | 6.3% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,901,494 | $347.3M | 6.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,767,352 | $331.3M | 5.7% | — |
| Invesco Ltd. | 2,750,455 | $329.2M | 5.7% | — |
| Capital World Investors | 2,589,921 | $310.0M | 5.4% | — |
| DAVIS SELECTED ADVISERS | 2,058,488 | $246.4M | 4.3% | — |
| STATE STREET CORP | 2,043,281 | $244.6M | 4.2% | — |
| VICTORY CAPITAL MANAGEMENT INC | 1,697,812 | $203.2M | 3.5% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| MACKENZIE FINANCIAL CORP | ADD | 898,898 | 1,155,561 | +28.6% | $138.3M |
| UBS Group AG | ADD | 585,115 | 950,746 | +62.5% | $113.8M |
| Quantinno Capital Management LP | ADD | 492,234 | 738,084 | +49.9% | $88.3M |
| NORGES BANK | NEW | — | 650,842 | — | $77.9M |
| Swedbank AB | ADD | 272,300 | 385,700 | +41.6% | $46.2M |
| Grantham, Mayo, Van Otterloo & Co. LLC | ADD | 288,498 | 381,704 | +32.3% | $45.7M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 49,260 | 281,837 | +472.1% | $33.7M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 168,958 | 242,662 | +43.6% | $29.0M |
| AMERICAN CENTURY COMPANIES INC | ADD | 149,736 | 241,252 | +61.1% | $28.9M |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 276,700 | 198,700 | -28.2% | $23.8M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
19 insiders, 50 transactions. Net -$109.7M — $100.7K bought, $109.8M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 15, 2026 | De Lange Bob | Director | AWARD | 4.151 | $122.79 | $509.69 |
| Sep 15, 2026 | Barbour Sondra L | Director | AWARD | 31.597 | $122.79 | $3.9K |
| Sep 15, 2026 | Harris Ivory Marie | SVP Chief HR Officer | SELL | 1,600 | $125.30 | $200.5K |
| Sep 4, 2026 | Bennett Kelvin Eugene | SVP Engineering | SELL | 1,000 | $132.89 | $132.9K |
| Sep 4, 2026 | Hansotia Eric P | Chairman, President and CEO | SELL | 2,604 | $129.75 | $337.9K |
| Sep 4, 2026 | Hansotia Eric P | Chairman, President and CEO | EXERCISE | 9,750 | $72.74 | $709.2K |
| Sep 4, 2026 | Hansotia Eric P | Chairman, President and CEO | TAX W/H | 7,146 | $129.85 | $927.9K |
| Aug 14, 2026 | De Lange Bob | Director | BUY | 1,000 | $100.71 | $100.7K |
| Aug 6, 2026 | Bennett Kelvin Eugene | SVP Engineering | SELL | 2,000 | $102.27 | $204.5K |
| Aug 5, 2026 | Tractors & Farm Equipment Ltd | 10%+ Owner | SELL | 360,163 | $115.33 | $41.5M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for AGCO.
Shares short
3,481,853
Settlement Sep 15, 2026
Change vs prior
-4.3%
Semi-monthly cycle
Days to cover
2.6
At avg daily volume
Of shares outstanding
≈5.0%
Estimate — not % of float
All AGCO filing & press-release reports (11)
- CLUSTER reportAug 8, 2026
- PRESS-RELEASE reportAug 3, 2026
- 8-K reportAug 3, 2026
- 8-K reportJul 30, 2026
- PRESS-RELEASE reportJul 9, 2026
- PRESS-RELEASE reportJul 8, 2026
- INST-CLUSTER reportJul 5, 2026
- COURT-RULING reportJul 3, 2026
- 8-K reportMay 5, 2026
- DEFA14A reportMar 12, 2026
- 8-K reportMar 5, 2026