AGCO
AGCO CORPPrice
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- S May 5 1 insider sell $52.1M at $123.28
- R Jul 30 AGCO reported Q2 2026 adjusted EPS of $1.43, missing consensus of $1…
- S Aug 5 to Aug 6 2 days of insider sells: $57.0M by 2 insiders, avg $115.28
- R Aug 7 AGCO insiders sold $41.7M in stock over the past week, dominated by…
- B Aug 14 1 insider buy $100.7K at $100.71
- A Aug 31 Baird upgrades
- S Sep 4 2 insiders sell $470.8K at $130.62
- S Sep 15 1 insider sell $200.5K at $125.30
Signal stack
Where each data set points today.
- InsidersBEARISH
1 insider bought $100.7K at an average $100.71. 4 insiders sold $109.8M.
- InstitutionsBULLISH
Q2 2026: 38 added (1 new), 21 trimmed or exited. Largest new: Freestone Grove Partners $17.6M.
- AnalystsBULLISH
11 of 23 rate it Buy or better. Median target $123.00 (+19%).
- TrendDOWNTREND
9% below its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| MACKENZIE FINANCIAL CORP | ADD | $138.3M |
| UBS Group AG | ADD | $113.8M |
| Quantinno Capital Management LP | ADD | $88.3M |
| Swedbank AB | ADD | $46.2M |
| Grantham, Mayo, Van Otterloo & Co. LLC | ADD | $45.7M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | $33.7M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | $29.0M |
| AMERICAN CENTURY COMPANIES INC | ADD | $28.9M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
23 analystsPrice is inside the target range. Median implies +19%.Targets as of Oct 27, 2026.
| Date | Firm | Rating |
|---|---|---|
| Oct 22, 2026 | Oppenheimer MAINTAIN | Outperform |
| Oct 19, 2026 | Barclays MAINTAIN | Underweight |
| Oct 8, 2026 | JP Morgan MAINTAIN | Overweight |
| Oct 8, 2026 | DA Davidson MAINTAIN | Buy |
| Oct 5, 2026 | Truist Securities MAINTAIN | Buy |
| Aug 31, 2026 | Baird UPGRADE | Outperform |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Sep 15, 2026 | De Lange Bob Director | AWARD | $509.69 |
| Sep 15, 2026 | Barbour Sondra L Director | AWARD | $3.9K |
| Sep 15, 2026 | Harris Ivory Marie SVP Chief HR Officer | SELL | $200.5K |
| Sep 4, 2026 | Bennett Kelvin Eugene SVP Engineering | SELL | $132.9K |
| Sep 4, 2026 | Hansotia Eric P Chairman, President and CEO | SELL | $337.9K |
| Sep 4, 2026 | Hansotia Eric P Chairman, President and CEO | EXERCISE | $709.2K |
| Sep 4, 2026 | Hansotia Eric P Chairman, President and CEO | TAX W/H | $927.9K |
| Aug 14, 2026 | De Lange Bob Director | BUY | $100.7K |
Earnings setup
EstimatesRevision history: 🔒 Fresh data, subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data, subscribers only | |||
| Next Q | 🔒 Fresh data, subscribers only | |||
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Oct 15, 2026SecBot reports
12 filings · 2 press releases · 1 bullish · 2 bearish · 2 mixed · 7 neutral- NEUTRAL SC 13GOct 8, 2026
Dimensional Fund Advisors LP disclosed a passive 5.3% stake in AGCO Corp via Schedule 13G, holding…
Monitor for any future conversion to SC 13D (activist filing) or significant stake changes in subsequent 13G amendments. Dimensional's passive quantitative strategy typically does not engage in…
- NEUTRAL 8-KOct 5, 2026
AGCO announced a restructuring of its executive leadership team, consolidating roles and reducing…
Monitor next quarterly earnings for any operational impact from the leadership consolidation, particularly on Fendt/Valtra brand performance and North America ag business execution.
- NEUTRAL PRESS RELEASESep 30, 2026
AGCO's Massey Ferguson brand announced a strategic supply partnership with International Tractors…
Monitor AGCO's future earnings calls for any disclosed volume targets or revenue contribution from the ITL partnership. The 2027 rollout timeline means no near-term financial impact; watch for…
- NEUTRAL CLUSTERSep 8, 2026
Two AGCO insiders, including CEO Eric Hansotia, sold a combined $471K in open-market sales over a…
The dollar amount is too small relative to market cap to signal material non-public information. Monitor for any subsequent 8-K or earnings pre-announcement, but this cluster alone does not warrant…
All AGCO filing & press-release reports (14)
- SC 13G reportOct 8, 2026
- 8-K reportOct 5, 2026
- PRESS-RELEASE reportSep 30, 2026
- CLUSTER reportSep 8, 2026
- CLUSTER reportAug 7, 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 reportMay 28, 2026
- 8-K reportMay 5, 2026
- DEFA14A reportMar 12, 2026
- 8-K reportMar 5, 2026