NFJ Investment Group LLC Takes Position in AGCO Corporation $AGCO

Posted by George Bondi on Aug 21st, 2026

NFJ Investment Group LLC purchased a new stake in shares of AGCO Corporation (NYSE:AGCO – Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 97,295 shares of the industrial products company’s stock, valued at approximately $11,646,000. NFJ Investment Group LLC owned approximately 0.14% of AGCO at the end of the most recent quarter.

Other large investors have also recently added to or reduced their stakes in the company. GAMMA Investing LLC increased its stake in AGCO by 5.0% during the second quarter. GAMMA Investing LLC now owns 1,963 shares of the industrial products company’s stock valued at $235,000 after purchasing an additional 94 shares during the last quarter. UMB Bank n.a. raised its holdings in shares of AGCO by 16.8% during the fourth quarter. UMB Bank n.a. now owns 759 shares of the industrial products company’s stock worth $79,000 after purchasing an additional 109 shares during the period. Gateway Investment Advisers LLC lifted its position in shares of AGCO by 6.1% in the 4th quarter. Gateway Investment Advisers LLC now owns 2,367 shares of the industrial products company’s stock worth $247,000 after buying an additional 137 shares during the last quarter. EverSource Wealth Advisors LLC lifted its position in shares of AGCO by 36.0% in the 1st quarter. EverSource Wealth Advisors LLC now owns 521 shares of the industrial products company’s stock worth $60,000 after buying an additional 138 shares during the last quarter. Finally, Jones Financial Companies Lllp boosted its holdings in shares of AGCO by 29.7% in the 1st quarter. Jones Financial Companies Lllp now owns 650 shares of the industrial products company’s stock valued at $61,000 after buying an additional 149 shares during the period. 78.80% of the stock is currently owned by institutional investors.

Insider Activity at AGCO

In other news, Director Lange Bob De acquired 1,000 shares of the stock in a transaction on Friday, August 14th. The shares were purchased at an average cost of $100.71 per share, for a total transaction of $100,710.00. Following the transaction, the director owned 18,717 shares in the company, valued at approximately $1,884,989.07. This trade represents a 5.64% increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, major shareholder & Farm Equipment Ltd Tractors sold 492,418 shares of the business’s stock in a transaction on 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 sale, the insider directly owned 3,017,565 shares in the company, valued at approximately $348,015,771.45. This trade represents a 14.03% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.62% of the stock is currently owned by corporate insiders.

AGCO Stock Performance

AGCO opened at $104.01 on Friday. The company has a quick ratio of 0.58, a current ratio of 1.32 and a debt-to-equity ratio of 0.53. The firm has a market cap of $7.28 billion, a PE ratio of 14.39, a P/E/G ratio of 0.83 and a beta of 1.08. The business has a fifty day simple moving average of $111.35 and a 200-day simple moving average of $117.50. AGCO Corporation has a fifty-two week low of $98.22 and a fifty-two week high of $143.78.

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

AGCO Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, September 15th. Stockholders of record on Friday, August 14th will be issued a dividend of $0.30 per share. The ex-dividend date is Friday, August 14th. This represents a $1.20 dividend on an annualized basis and a dividend yield of 1.2%. AGCO’s payout ratio is currently 16.60%.

Analyst Upgrades and Downgrades

AGCO has been the topic of a number of research reports. Oppenheimer dropped their price target on AGCO from $134.00 to $127.00 and set an “outperform” rating on the stock in a research report on Friday, July 31st. Wall Street Zen lowered AGCO from a “buy” rating to a “hold” rating in a research report on Saturday, August 1st. Citigroup lowered their price objective on AGCO from $125.00 to $115.00 and set a “neutral” rating for the company in a research note on Monday, August 3rd. JPMorgan Chase & Co. dropped their target price on AGCO from $143.00 to $130.00 and set an “overweight” rating on the stock in a research report on Monday, July 13th. Finally, Weiss Ratings cut AGCO from a “hold (c+)” rating to a “hold (c)” rating in a research note on Friday, July 31st. 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’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $120.33.

View Our Latest Analysis on AGCO

About AGCO

(Free Report)

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.