AGCO Corporation (AGCO) AI Stock Analysis

AGCO Corporation manufactures and distributes agricultural equipment and replacement parts worldwide. Its portfolio includes tractors ranging from compact utility models to high-horsepower row crop machines. The company also produces grain storage and handling equipment, seed handling systems, and livestock solutions such as swine and poultry feeding, ventilation, and watering equipment. AGCO's harvesting equipment includes balers, windrowers, forage harvesters, mowers, spreaders, and combines, complemented by tillage equipment, planters, and loaders for soil preparation and crop production.

Revenue contracted over recent years from $14.41B in FY2023 to $11.66B in FY2024, before declining 13.5% to $10.08B in FY2025. Over the 5-year period from FY2020 to FY2025, revenue grew at a CAGR of 2.0%. Net income recovered from -$424.8M in FY2024 to $726.5M in FY2025, producing an operating margin of 6.9% and a gross margin of 24.8%. For the trailing twelve months ended June 30, 2026, revenue stood at $10.35B with an operating margin of 5.7%. For the quarter ended June 30, 2026, quarterly revenue fell 1.0% year-over-year while quarterly earnings dropped 74.4%.

As of June 30, 2026, AGCO maintained $573.4M in cash and short-term investments against $111.9M in total debt, resulting in net cash of $461.5M. The company's current ratio was 1.32 and debt-to-equity stood at 0.03, backed by $4.08B in shareholders' equity and $11.88B in total assets. During FY2025, operating cash flow reached $988.1M, supporting $247.9M in capital expenditures. AGCO returned capital by allocating $250.0M to share buybacks and $86.5M to dividends paid.

AGCO trades at a trailing P/E of 14.3x and a forward P/E of 16.0x, both below the median of its US-listed Industrials peers of 24.8x and 17.2x, respectively. Its enterprise value to EBITDA ratio is 9.7x compared to the peer median of 13.9x, and its price-to-sales multiple is 0.7x versus the peer median of 1.5x. Over the 1-year period, the stock declined 3.8% while the S&P 500 (SPY) returned 16.8%. Over 5 years, the stock returned -6.1% compared to an 83.0% gain for the benchmark index.

AGCO pays a quarterly dividend with an annual forward payout of $1.20, representing a dividend yield of 1.16% and a payout ratio of 20.0%. The company has paid dividends for 14 consecutive years, generating a 5-year annualized dividend growth rate of 12.6%. The last ex-dividend date was August 14, 2026.

Wall Street coverage includes 5 Strong Buy, 2 Buy, 7 Hold, 1 Sell, and 1 Strong Sell ratings. The mean price target is $125.33, indicating an upside of 20.8% from the last close of $103.72 on October 16, 2026. Analysts project current fiscal year EPS of $5.59 on revenue of $10.18B. For the next fiscal year, 12 analysts forecast EPS of $7.32 and revenue of $10.71B. AGCO beat EPS estimates in 3 of the last 4 quarters, and its next earnings date is October 29, 2026.

This page is an AI-written research summary of AGCO Corporation (AGCO). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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