AGCO’s (AGCO) “Buy” Rating Reiterated at DA Davidson

Posted by Brenda Bartman on Oct 8th, 2026

AGCO (NYSE:AGCO – Get Free Report)‘s stock had its “buy” rating restated by equities researchers at DA Davidson in a report released on Thursday, Benzinga reports. They currently have a $151.00 price target on the industrial products company’s stock. DA Davidson’s price target would indicate a potential upside of 39.31% from the stock’s current price.

A number of other research firms also recently weighed in on AGCO. Oppenheimer restated an “outperform” rating on shares of AGCO in a report on Thursday. Robert W. Baird upgraded AGCO from a “neutral” rating to an “outperform” rating and upped their price target for the company from $120.00 to $150.00 in a research report on Monday, August 31st. Sanford C. Bernstein reissued a “market perform” rating and issued a $108.00 price target on shares of AGCO in a research note on Friday, July 31st. JPMorgan Chase & Co. lowered their price objective on AGCO from $143.00 to $130.00 and set an “overweight” rating for the company in a research report on Monday, July 13th. Finally, Citigroup cut their price objective on AGCO from $125.00 to $115.00 and set a “neutral” rating on the stock in a research note on Monday, August 3rd. Five research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and two have given a Sell rating to the stock. According to MarketBeat, the stock currently has an average rating of “Hold” and a consensus price target of $123.92.

View Our Latest Stock Analysis on AGCO

AGCO Trading Down 0.7%

Shares of AGCO stock traded down $0.76 on Thursday, hitting $108.39. The stock had a trading volume of 916,288 shares, compared to its average volume of 841,670. The stock has a 50 day moving average of $113.56 and a 200 day moving average of $115.09. The firm has a market capitalization of $7.59 billion, a P/E ratio of 14.99, a PEG ratio of 0.88 and a beta of 1.08. AGCO has a twelve month low of $98.22 and a twelve month high of $143.78. The company has a debt-to-equity ratio of 0.53, a quick ratio of 0.58 and a current ratio of 1.32.

AGCO (NYSE:AGCO – Get Free Report) last posted its earnings results on Thursday, July 30th. The industrial products company reported $1.43 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 business had revenue of $2.61 billion for the quarter, compared to analyst estimates of $2.75 billion. During the same quarter in the prior year, the business earned $1.35 earnings per share. The firm’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. Sell-side analysts expect that AGCO will post 5.55 earnings per share for the current fiscal year.

Insider Activity at AGCO

In related news, Director Lange De acquired 1,000 shares of the stock in a transaction dated Friday, August 14th. The stock was bought at an average price of $100.71 per share, for a total transaction of $100,710.00. Following the purchase, the director directly owned 18,717 shares of the company’s stock, valued at $1,884,989.07. The trade was a 5.64% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, SVP Ivory Harris sold 1,600 shares of the business’s stock in a transaction on Tuesday, September 15th. The shares were sold at an average price of $125.30, for a total transaction of $200,480.00. Following the transaction, the senior vice president owned 14,454 shares in the company, valued at $1,811,086.20. The trade was a 9.97% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 497,622 shares of company stock worth $57,461,807. Corporate insiders own 0.62% of the company’s stock.

Institutional Trading of AGCO

Several large investors have recently made changes to their positions in AGCO. BlackRock Inc. bought a new position in AGCO in the second quarter worth approximately $701,908,000. Bank of America Corp DE increased its holdings in shares of AGCO by 19.4% during the first quarter. Bank of America Corp DE now owns 543,955 shares of the industrial products company’s stock valued at $63,028,000 after acquiring an additional 88,571 shares in the last quarter. Bank of New York Mellon Corp bought a new stake in shares of AGCO during the second quarter valued at approximately $64,273,000. Quantinno Capital Management LP raised its position in shares of AGCO by 15.1% during the first quarter. Quantinno Capital Management LP now owns 492,234 shares of the industrial products company’s stock worth $57,035,000 after purchasing an additional 64,453 shares during the period. Finally, Pacer Advisors Inc. raised its position in shares of AGCO by 289.8% during the fourth quarter. Pacer Advisors Inc. now owns 274,814 shares of the industrial products company’s stock worth $28,669,000 after purchasing an additional 204,318 shares during the period. 78.80% of the stock is currently owned by institutional investors and hedge funds.

More AGCO News

Here are the key news stories impacting AGCO this week:

Positive Sentiment: DA Davidson reaffirmed its Buy rating on AGCO and set a $151 price target, implying approximately 39% potential upside from the referenced share price. The target signals confidence in the company’s longer-term recovery and growth prospects.
Positive Sentiment: Zacks Research upgraded AGCO from Strong Sell to Hold. While this is not a bullish rating, it removes a notably negative view and may modestly improve investor sentiment. AGCO Stock Rating Upgraded by Zacks Research
Positive Sentiment: Zacks Research made modest upward revisions to its AGCO earnings forecasts, raising Q4 2027 EPS to $2.40 from $2.37 and Q3 2028 EPS to $1.89 from $1.88. The revisions suggest slightly improved expectations, although the changes are not large enough to materially alter the earnings outlook.
Neutral Sentiment: AGCO announced that it will release third-quarter 2026 results and host a conference call on October 29. Investors may remain cautious ahead of the report, which could provide updates on demand, margins and full-year guidance. AGCO Announces Third-Quarter 2026 Earnings Release and Conference Call
Neutral Sentiment: Recent coverage discussed AGCO’s transition toward precision agriculture and technology-driven growth. The strategy could support longer-term growth, but the articles did not announce specific financial targets or near-term results. AGCO Discusses Transition to Precision Agriculture and Technology-Driven Growth Strategy

About AGCO

(Get Free Report)

AGCO Corporation (NYSE: AGCO) is a global manufacturer and distributor of agricultural equipment and related solutions. The company serves farmers, agricultural contractors and dealers through a portfolio that includes tractors, combines, harvesting equipment, seeding and planting machinery, hay and forage equipment, crop protection products, replacement parts and precision-agriculture technologies.

AGCO’s principal brands include Fendt, Massey Ferguson, Valtra, Gleaner and PTx. Its precision-agriculture offerings are designed to help producers improve field productivity, equipment utilization and resource management through technologies such as guidance, connectivity, automation and data-based farm management.

Founded in 1990 through the acquisition of Deutz-Allis, AGCO expanded its international presence through subsequent acquisitions, including Massey Ferguson and Fendt.