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AGCO CorporationNYSE:AGCO 주식 보고서

시가총액 US$8.1b
주가
US$114.77
US$128.57
10.7% 저평가 내재 할인율
1Y12.6%
7D-1.0%
포트폴리오 가치
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AGCO Corporation

NYSE:AGCO 주식 리포트

시가총액: US$8.1b

AGCO (AGCO) 주식 개요

AGCO Corporation은 전 세계적으로 농업 장비 및 교체 부품을 제조 및 유통합니다. 자세히 보기

AGCO 펀더멘털 분석
스노우플레이크 점수
가치 평가5/6
미래 성장1/6
과거 실적2/6
재무 건전성4/6
배당3/6

AGCO Community Fair Values

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AGCO Corporation 경쟁사

가격 이력 및 성과

AGCO 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가US$114.77
52주 최고가US$143.78
52주 최저가US$95.96
베타1.12
1개월 변동-4.57%
3개월 변동-17.15%
1년 변동12.55%
3년 변동2.34%
5년 변동-15.66%
IPO 이후 변동782.85%

최근 뉴스 및 업데이트

분석 기사 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...
내러티브 업데이트 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

분석 기사 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...
내러티브 업데이트 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
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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

주주 수익률

AGCOUS MachineryUS 시장
7D-1.0%-2.6%-0.3%
1Y12.6%40.4%26.7%

수익률 대 산업: AGCO은 지난 1년 동안 40.4%의 수익을 기록한 US Machinery 산업보다 저조한 성과를 냈습니다.

수익률 대 시장: AGCO은 지난 1년 동안 26.7%를 기록한 US 시장보다 저조한 성과를 냈습니다.

주가 변동성

Is AGCO's price volatile compared to industry and market?
AGCO volatility
AGCO Average Weekly Movement5.3%
Machinery Industry Average Movement6.7%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.2%

안정적인 주가: AGCO는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: AGCO의 주간 변동성(5%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
199022,000Eric Hansotiawww.agcocorp.com

AGCO는 전 세계에 농업 장비와 교체 부품을 제조 및 유통합니다. 농작물 생산, 토양 경작, 식재, 토지 평탄화, 파종 및 상업용 건초 작업용 마력 트랙터, 낙농, 축산, 과수원 및 포도원용 유틸리티 트랙터, 소규모 농장, 특수 농업 산업, 조경, 승마 및 주거용 소형 트랙터 등을 제공합니다. 또한 곡물 저장통 및 관련 건조 및 취급 장비 시스템, 종자 처리 시스템, 양돈 및 가금류 사료 저장 및 공급 시스템, 환기 및 급수 시스템, 계란 생산 시스템 및 육계 생산 장비도 제공합니다.

AGCO Corporation 기초 지표 요약

AGCO의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
AGCO 기초 통계
시가총액US$8.07b
순이익 (TTM)US$771.00m
매출 (TTM)US$10.37b
10.8x
주가수익비율(P/E)
0.8x
주가매출비율(P/S)

AGCO는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
AGCO 손익계산서 (TTM)
매출US$10.37b
매출원가US$7.75b
총이익US$2.63b
기타 비용US$1.86b
순이익US$771.00m

최근 보고된 실적

Mar 31, 2026

다음 실적 발표일

해당 없음

주당순이익(EPS)10.65
총이익률25.33%
순이익률7.43%
부채/자본 비율56.1%

AGCO의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

배당

1.0%
현재 배당 수익률
11%
배당 성향

AGCO는 안정적으로 배당을 지급합니까?

AGCO 배당 기록 및 벤치마크 보기
다가오는 배당을 받으려면 언제까지 AGCO를 매수해야 하나요?
AGCO 배당 일정
배당락일May 15 2026
배당 지급일Jun 15 2026
배당락일까지 남은 일수6 days
배당 지급일까지 남은 일수25 days

AGCO는 안정적으로 배당을 지급합니까?

AGCO 배당 기록 및 벤치마크 보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/20 04:55
종가2026/05/20 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

AGCO Corporation는 35명의 분석가가 다루고 있습니다. 이 중 15명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Mircea DobreBaird
Adam SeidenBarclays
Andrew KaplowitzBarclays