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AGCO CorporationNYSE:AGCO 株式レポート

時価総額 US$8.2b
株価
US$114.36
US$128.57
11.1% 割安 内在価値ディスカウント
1Y12.8%
7D2.5%
1D
ポートフォリオ価値
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AGCO Corporation

NYSE:AGCO 株式レポート

時価総額:US$8.2b

AGCO(AGCO)株式概要

AGCOコーポレーションは農業機械と交換部品を世界中で製造・販売している。 詳細

AGCO ファンダメンタル分析
スノーフレーク・スコア
評価5/6
将来の成長1/6
過去の実績2/6
財務の健全性4/6
配当金3/6

AGCO Community Fair Values

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AGCO Corporation 競合他社

価格と性能

株価の高値、安値、推移の概要AGCO
過去の株価
現在の株価US$114.36
52週高値US$143.78
52週安値US$95.96
ベータ1.12
1ヶ月の変化-1.52%
3ヶ月変化-14.61%
1年変化12.76%
3年間の変化1.45%
5年間の変化-18.59%
IPOからの変化779.69%

最新ニュース

分析記事 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...
ナラティブの更新 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.

Recent updates

分析記事 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...
ナラティブの更新 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
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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 Alpha

株主還元

AGCOUS MachineryUS 市場
7D2.5%3.5%2.5%
1Y12.8%40.5%26.4%

業界別リターン: AGCO過去 1 年間で41.3 % の収益を上げたUS Machinery業界を下回りました。

リターン対市場: AGCOは、過去 1 年間で28.7 % のリターンを上げたUS市場を下回りました。

価格変動

Is AGCO's price volatile compared to industry and market?
AGCO volatility
AGCO Average Weekly Movement5.4%
Machinery Industry Average Movement6.7%
Market Average Movement7.2%
10% most volatile stocks in US Market16.5%
10% least volatile stocks in US Market3.1%

安定した株価: AGCO 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: AGCOの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
199022,000Eric Hansotiawww.agcocorp.com

AGCOコーポレーションは農業機械と交換部品を世界中で製造、販売している。連作作物生産、土壌耕作、植え付け、整地、播種、商用干し草作業用の馬力トラクター、中小規模農場、酪農、畜産、果樹園、ブドウ園用のユーティリティトラクター、小規模農場、特殊農業産業、造園、乗馬、住宅用のコンパクトトラクターを提供している。同社はまた、穀物貯蔵箱および関連する乾燥・処理装置システム、種子処理システム、豚・鶏用飼料貯蔵・供給システム、換気・給水システム、卵生産システムおよびブロイラー生産装置も提供している。さらに、牛、酪農、馬、再生可能燃料産業で使用される植物性飼料の収穫・包装用の丸型・角型ベーラー、ローダーワゴン、自走式ウィンドロワー、フォレージハーベスター、ディスクモア、スプレッダー、レーキ、テッダー、モアコンディショナーを提供している。さらに、同社は、種子床を均し、土壌と化学物質を混合するディスクハロー、土壌を砕き、作物残渣を表土に混合する重耕起、滑らかな種子床を整え、雑草を駆除する畑耕機、小粒穀物の播種用ドリル、プランターなどの植え付け装置、ローダーなどの器具を提供している。さらに、トウモロコシ、小麦、大豆、米などの穀物収穫用のコンバイン、液体・乾式肥料や作物保護剤、作物が地表に出た後用の自走式、3輪、4輪車、関連機器などの施用機器を提供し、ディーゼルエンジン、ギア、発電セットも生産している。フェント、マッセイファーガソン、PTx、ヴァルトラなどのブランドで、独立系ディーラーや販売店のネットワークを通じて製品を販売している。AGCOコーポレーションは1990年に設立され、ジョージア州ダルースに本社を置いている。

AGCO Corporation 基礎のまとめ

AGCO の収益と売上を時価総額と比較するとどうか。
AGCO 基礎統計学
時価総額US$8.17b
収益(TTM)US$771.00m
売上高(TTM)US$10.37b
10.7x
PER(株価収益率
0.8x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
AGCO 損益計算書(TTM)
収益US$10.37b
売上原価US$7.75b
売上総利益US$2.63b
その他の費用US$1.86b
収益US$771.00m

直近の収益報告

Mar 31, 2026

次回決算日

該当なし

一株当たり利益(EPS)10.65
グロス・マージン25.33%
純利益率7.43%
有利子負債/自己資本比率56.1%

AGCO の長期的なパフォーマンスは?

過去の実績と比較を見る

配当金

1.0%
現在の配当利回り
11%
配当性向

AGCO 配当は確実ですか?

AGCO 配当履歴とベンチマークを見る
AGCO 、いつまでに購入すれば配当金を受け取れますか?
AGCO 配当日
配当落ち日May 15 2026
配当支払日Jun 15 2026
配当落ちまでの日数12 days
配当支払日までの日数19 days

AGCO 配当は確実ですか?

AGCO 配当履歴とベンチマークを見る

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/26 02:48
終値2026/05/26 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

AGCO Corporation 15 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。35

アナリスト機関
Mircea DobreBaird
Adam SeidenBarclays
Andrew KaplowitzBarclays