AGCO Gestion
Gestion contrôle des critères 3/4
Le PDG AGCO est Eric Hansotia, nommé en Jan2021, a un mandat de 5.33 ans. La rémunération annuelle totale est $ 19.66M, composée du salaire de 7.1% et des bonus 92.9%, y compris les actions et options de la société. détient directement 0.32% des actions de la société, d'une valeur de $ 25.90M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 5.3 ans et 5.3 ans.
Informations clés
Eric Hansotia
Directeur général
US$19.7m
Rémunération totale
| Pourcentage du salaire du PDG | 7.12% |
| Durée du mandat du directeur général | 5.3yrs |
| Propriété du PDG | 0.3% |
| Durée moyenne d'occupation des postes de direction | 5.3yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 5.3yrs |
Mises à jour récentes de la gestion
Recent updates
Article d’analyse • May 13
AGCO's (NYSE:AGCO) Earnings Seem To Be Promising
The market seemed underwhelmed by last week's earnings announcement from AGCO Corporation ( NYSE:AGCO ) despite the...
Mise à jour du récit • May 02
AGCO: Rising Expectations On Execution Will Likely Cap Future Share Upside
The analyst price target for AGCO has been revised from $93.99 to $102.00 as analysts factor in updated assumptions on revenue growth, profit margin, and future P/E following a series of recent price target increases across the Street. Analyst Commentary Recent Street research on AGCO has centered on a series of price target adjustments, with most activity tied to updated assumptions for revenue, margins, and the P/E that analysts are comfortable using.Seeking Alpha • Apr 26
AGCO Corporation: Strong Execution Isn't Enough For A Bull Case Yet (Rating Upgrade)
Summary AGCO Corporation is upgraded from 'sell' to 'hold' as management demonstrates resilience amid deteriorating agricultural market conditions. Despite industry headwinds, AGCO's Q4 2025 saw revenue and adjusted profits rise, with strong performance in Europe and the Middle East. Management guides for 2026 sales of $10.4–$10.7 billion and adjusted EPS of $5.50–$6, reflecting cautious optimism and ongoing innovation. AGCO trades at reasonable valuations, particularly on EV/EBITDA, but industry risks and regional weaknesses warrant a neutral stance. Read the full article on Seeking Alpha
Mise à jour du récit • Apr 17
AGCO: Margin Risk Debate Will Spotlight 2026 Earnings Power Outlook
AGCO's analyst price target has been reset to $152.00. The tweak in supporting assumptions reflects a mix of recent target increases across several firms, fresh caution around margin risk, and a new bearish call from one broker.Mise à jour du récit • Apr 03
AGCO: Rising Street Confidence Will Highlight Updated Earnings Power Outlook
Analysts have lifted their price targets on AGCO by increments ranging from $4 to $18, reflecting updated views that incorporate modestly higher revenue growth, slightly firmer profit margin assumptions, and a marginally lower discount rate, while leaving long term fair value estimates largely unchanged. Analyst Commentary Recent research points to a consistent tilt toward higher valuation targets for AGCO, with several bullish analysts revising their models to reflect updated assumptions on revenue, margins, and discount rates.Mise à jour du récit • Mar 20
AGCO: Higher Street Expectations Will Highlight Updated Earnings Power Outlook
Analysts recently lifted the price target on AGCO to $152, reflecting updated assumptions around higher revenue growth, a slightly different discount rate, and modestly adjusted profit margin and future P/E expectations. Analyst Commentary Recent Street research around AGCO has centered on a cluster of price target increases, signalling a constructive tone from several bullish analysts even as some research highlights potential margin risk tied to Europe tariffs.
Mise à jour du récit • Mar 06
AGCO: Future Precision Equipment Demand Will Test Europe Tariff Margin Resilience
AGCO's updated analyst price target has increased by a mid-teens dollar amount, as analysts point to modest tweaks in the discount rate, revenue growth, profit margin and future P/E assumptions to support their refreshed views. Analyst Commentary Recent research on AGCO clusters around updated price targets and refreshed assumptions, with most analysts fine tuning their models rather than completely rethinking the story.Mise à jour du récit • Feb 19
AGCO: Mid Cycle Outlook Balances Precision Aftermarket Strength With Europe Tariff Margin Risks
The analyst price target for AGCO has been raised from about $118.50 to roughly $128.57, as analysts factor in updated assumptions around fair value, discount rate, revenue growth, profit margins, and future P/E multiples highlighted in recent research updates. Analyst Commentary Recent research updates show a cluster of upward price target revisions on AGCO, alongside at least one cautionary view around potential margin headwinds.Article d’analyse • Feb 05
AGCO (NYSE:AGCO) Is Due To Pay A Dividend Of $0.29
AGCO Corporation ( NYSE:AGCO ) has announced that it will pay a dividend of $0.29 per share on the 16th of March...Mise à jour du récit • Feb 05
AGCO: Precision Agriculture Aftermarket And Tariff Risks Will Shape Mid Cycle Outlook
Analysts have nudged their price targets on AGCO higher into a tighter $114 to $120 range, citing a mix of support for the aftermarket and precision agriculture story, along with fresh tariff related margin concerns in Europe. Analyst Commentary Recent research on AGCO centers on a mid range view, with analysts weighing the appeal of its aftermarket and precision agriculture focus against fresh questions on European tariff exposure and where the stock sits in the machinery cycle.Mise à jour du récit • Jan 22
AGCO: Precision Agriculture Aftermarket Will Support Margins While Tariff Risks Persist
Analysts have trimmed their AGCO fair value estimate by about $1 to $118.50, reflecting slightly lower assumed revenue growth and P/E expectations, while still seeing support from the company's precision agriculture positioning and recent price target increases from several firms. Analyst Commentary Bullish Takeaways Bullish analysts have raised AGCO price targets into the US$114 to US$120 range, which indicates they see the current P/E as reasonable relative to the company’s earnings profile.Article d’analyse • Jan 19
AGCO (NYSE:AGCO) Has Affirmed Its Dividend Of $0.29
The board of AGCO Corporation ( NYSE:AGCO ) has announced that it will pay a dividend on the 16th of March, with...Mise à jour du récit • Jan 07
AGCO: Mid-Cycle Focus On Precision Aftermarket Will Likely Limit Share Upside
Narrative Update The analyst price target for AGCO has been adjusted to a range of $114 to $116, with analysts pointing to the company's aftermarket precision agriculture focus, improving machinery inventories, and a balanced mid cycle valuation profile as key drivers for their updated view. Analyst Commentary Recent research coverage on AGCO centers on a neutral stance, with analysts flagging both the appeal of its aftermarket precision agriculture focus and several reasons to stay cautious at current levels.Article d’analyse • Jan 05
What Is AGCO Corporation's (NYSE:AGCO) Share Price Doing?
While AGCO Corporation ( NYSE:AGCO ) might not have the largest market cap around , it saw significant share price...Mise à jour du récit • Dec 24
AGCO: Mid-Cycle Positioning Will Likely Cap Upside Despite Improving Inventories
Analysts have nudged their fair value target for AGCO higher from $84 to about $94, supported by a more constructive view on revenue growth, improving inventory dynamics in agricultural machinery, and a preference for the company’s aftermarket precision agriculture positioning, even as they maintain a balanced and mid-cycle stance on the shares. Analyst Commentary Recent Street commentary on AGCO highlights a more nuanced tone beneath the headline price target increases.Article d’analyse • Dec 21
Does AGCO (NYSE:AGCO) Have A Healthy Balance Sheet?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Mise à jour du récit • Dec 10
AGCO: Aftermarket Precision Agriculture Will Drive Upside As Sector Inventories Normalize
Analysts have made a modest downward revision to their AGCO price target, trimming it by approximately $0.30 to about $119.60. They are balancing optimism around the company’s aftermarket precision agriculture strategy and improving agriculture inventories with a preference for other machinery names at this point in the cycle.Mise à jour du récit • Nov 25
AGCO: Improving Sector Inventories Will Support Performance Despite Tariff Risks Ahead
AGCO's analyst price target has seen a marginal increase of less than $1 to approximately $119.86. Analysts cite improved agriculture inventories and stabilization in sector expectations, despite persisting tariff-related risks.Mise à jour du récit • Nov 11
AGCO: Improving Machinery Inventories Will Support Execution Despite Tariff Headwinds
AGCO's fair value estimate has decreased slightly from $121.62 to $119.77 per share as analysts adjust price targets in response to updated sector tariffs and evolving industry conditions. Analyst Commentary Recent street research presents a balanced outlook for AGCO, highlighting both potential upside and significant challenges in the face of evolving industry dynamics and trade policies.Mise à jour du récit • Oct 28
Tariff Pressures And Digital Focus Will Transform Agriculture By 2026
Analysts have modestly adjusted AGCO's fair value target downward to $121.62 from $121.85, citing industry headwinds such as updated tariffs and tempered growth expectations. Analyst Commentary Recent research updates on AGCO reflect both optimism and caution among Street analysts, as they assess the company in light of broader industry developments, including shifting tariffs and evolving growth prospects.Mise à jour du récit • Oct 13
Premium Brands And Digital Solutions Will Reshape Agriculture
AGCO's analyst price target was decreased by $2 to $135, as analysts adjusted estimates to account for the impact of recently expanded steel and aluminum tariffs on agricultural equipment makers. Analyst Commentary Analysts have recently weighed in on AGCO’s stock, reevaluating their positions in light of evolving policy and market conditions.Article d’analyse • Sep 08
Fewer Investors Than Expected Jumping On AGCO Corporation (NYSE:AGCO)
AGCO Corporation's ( NYSE:AGCO ) price-to-sales (or "P/S") ratio of 0.8x might make it look like a buy right now...Article d’analyse • Aug 15
AGCO (NYSE:AGCO) Is Due To Pay A Dividend Of $0.29
The board of AGCO Corporation ( NYSE:AGCO ) has announced that it will pay a dividend on the 15th of September, with...Article d’analyse • Aug 08
We Think You Can Look Beyond AGCO's (NYSE:AGCO) Lackluster Earnings
NYSE:AGCO 1 Year Share Price vs Fair Value Explore AGCO's Fair Values from the Community and select yours AGCO...Article d’analyse • Jul 31
AGCO (NYSE:AGCO) Is Paying Out A Dividend Of $0.29
The board of AGCO Corporation ( NYSE:AGCO ) has announced that it will pay a dividend on the 15th of September, with...Article d’analyse • Jul 15
AGCO (NYSE:AGCO) Has Announced A Dividend Of $0.29
AGCO Corporation's ( NYSE:AGCO ) investors are due to receive a payment of $0.29 per share on 15th of September. This...Article d’analyse • Jul 13
Does AGCO (NYSE:AGCO) Have A Healthy Balance Sheet?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Seeking Alpha • Feb 14
AGCO's 2025 Outlook: Is A Turnaround On The Horizon?
Summary AGCO recently reported Q4 and FY24 earnings. While it was given for granted that last year's performance would have been poor, all eyes were on the 2025 outlook AGCO released. In this article, we analyze what should be down the road for the owner of the Fendt brand and what the current valuation of the stock suggests. Read the full article on Seeking AlphaAnalyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$771m |
| Dec 31 2025 | US$20m | US$1m | US$727m |
| Sep 30 2025 | n/a | n/a | US$375m |
| Jun 30 2025 | n/a | n/a | US$100m |
| Mar 31 2025 | n/a | n/a | -US$582m |
| Dec 31 2024 | US$15m | US$1m | -US$425m |
| Sep 30 2024 | n/a | n/a | US$170m |
| Jun 30 2024 | n/a | n/a | US$421m |
| Mar 31 2024 | n/a | n/a | US$1b |
| Dec 31 2023 | US$17m | US$1m | US$1b |
| Sep 30 2023 | n/a | n/a | US$1b |
| Jun 30 2023 | n/a | n/a | US$1b |
| Mar 31 2023 | n/a | n/a | US$970m |
| Dec 31 2022 | US$13m | US$1m | US$890m |
| Sep 30 2022 | n/a | n/a | US$850m |
| Jun 30 2022 | n/a | n/a | US$793m |
| Mar 31 2022 | n/a | n/a | US$898m |
| Dec 31 2021 | US$11m | US$1m | US$897m |
| Sep 30 2021 | n/a | n/a | US$750m |
| Jun 30 2021 | n/a | n/a | US$726m |
| Mar 31 2021 | n/a | n/a | US$513m |
| Dec 31 2020 | US$4m | US$727k | US$427m |
| Sep 30 2020 | n/a | n/a | US$203m |
| Jun 30 2020 | n/a | n/a | US$54m |
| Mar 31 2020 | n/a | n/a | US$125m |
| Dec 31 2019 | US$4m | US$711k | US$125m |
Rémunération vs marché: La rémunération totale de Eric ($USD 19.66M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 8.38M ).
Rémunération et revenus: La rémunération de Eric a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.
PDG
Eric Hansotia (56 yo)
5.3yrs
Titularisation
US$19,657,541
Compensation
Mr. Eric P. Hansotia has been Independent Director at The Toro Company since March 15, 2022. Mr. Hansotia has been Chairman, President and Chief Executive Officer at AGCO Corporation since January 1, 2021...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Chairman | 5.3yrs | US$19.66m | 0.32% $ 25.9m | |
| Senior VP & CFO | 3.8yrs | US$5.09m | 0.037% $ 3.0m | |
| Senior VP | 7.3yrs | US$2.30m | 0.019% $ 1.5m | |
| Senior VP | 6.3yrs | US$2.94m | 0.054% $ 4.4m | |
| Senior VP & Chief Supply Chain Officer | 3.8yrs | US$2.33m | 0.0085% $ 689.9k | |
| VP & Chief Accounting Officer | 1.9yrs | pas de données | 0.0042% $ 339.3k | |
| Senior VP | less than a year | pas de données | pas de données | |
| Vice President of Investor Relations | no data | pas de données | pas de données | |
| Senior VP | 12.9yrs | pas de données | pas de données | |
| Senior VP & Chief Human Resources Officer | 5yrs | pas de données | 0.014% $ 1.2m | |
| Senior Vice President of Customer Success & North America AG | 6.3yrs | pas de données | 0.035% $ 2.9m | |
| Senior Vice President of Engineering | 5.3yrs | pas de données | 0.017% $ 1.4m |
5.3yrs
Durée moyenne de l'emploi
54.5yo
Âge moyen
Gestion expérimentée: L'équipe dirigeante de AGCO est chevronnée et expérimentée (5.3 années d'ancienneté moyenne).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Chairman | 5.6yrs | US$19.66m | 0.32% $ 25.9m | |
| Independent Director | 12.6yrs | US$377.50k | 0.034% $ 2.7m | |
| Independent Director | less than a year | pas de données | 0.0023% $ 187.5k | |
| Independent Director | 9.1yrs | US$334.61k | 0.020% $ 1.6m | |
| Independent Director | 7.1yrs | US$348.68k | 0.018% $ 1.4m | |
| Independent Director | 4.2yrs | US$337.96k | 0.011% $ 900.9k | |
| Independent Director | 4.6yrs | US$330.30k | 0.0088% $ 714.2k | |
| Lead Director | 5.3yrs | US$335.00k | 0.024% $ 2.0m | |
| Independent Director | 1.1yrs | US$286.25k | 0.0053% $ 429.4k |
5.3yrs
Durée moyenne de l'emploi
62yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de AGCO sont considérés comme expérimentés (ancienneté moyenne 5.3 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/22 09:44 |
| Cours de l'action en fin de journée | 2026/05/22 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
AGCO Corporation est couverte par 35 analystes. 15 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Mircea Dobre | Baird |
| Adam Seiden | Barclays |
| Andrew Kaplowitz | Barclays |