Reported Earnings • Jul 31
Second quarter 2026 earnings: EPS and revenues miss analyst expectations Second quarter 2026 results: EPS: US$1.09 (down from US$4.22 in 2Q 2025). Revenue: US$2.61b (down 1.0% from 2Q 2025). Net income: US$77.2m (down 76% from 2Q 2025). Profit margin: 3.0% (down from 12% in 2Q 2025). Revenue missed analyst estimates by 5.1%. Earnings per share (EPS) also missed analyst estimates by 25%. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings. Tillkännagivande • Jul 30
AGCO Corporation Provides Earnings Guidance for the Full Year 2026 AGCO Corporation provided earnings guidance for the full year 2026. For the period, the company's net sales are expected to be from $10.1to $10.2 billion. Production volumes are planned to align dealer inventory with market demand, while cost controls and positive pricing continue to support performance. Based on these assumptions, 2026 earnings per share are targeted between $5.50 and $5.75. Live-nyheter • Jul 16
AGCO Completes PTx Trimble Deal to Widen Precision Farming Tech Offering AGCO has completed the acquisition of PTx Trimble, aiming to expand its brand-agnostic precision agriculture solutions across a broader range of farm equipment.
The deal ties directly into trends highlighted in a recent agricultural machinery components market report. The report points to growing adoption of precision farming technologies while farmers face financing constraints and prioritize essential maintenance over discretionary upgrades.
AGCO shares trade at $114.89, with the stock up 8.6% year to date.
The acquisition gives AGCO more technology it can sell across mixed fleets, which can matter when farmers are hesitant to replace entire machines and instead look to upgrade components and guidance systems. The main risk is execution: AGCO needs to integrate PTx Trimble effectively and convert the wider technology offering into steady demand in a market where customer budgets are tight. Declared Dividend • Jul 12
First quarter dividend of US$0.30 announced Shareholders will receive a dividend of US$0.30. Ex-date: 14th August 2026 Payment date: 15th September 2026 Dividend yield will be 1.0%, which is lower than the industry average of 1.7%. Sustainability & Growth Dividend is well covered by both earnings (11% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has increased by an average of 9.6% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 22% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Live-nyheter • Jun 03
AGCO Share Price Climbs on US Tariff Cut and Fuel Efficient Tractor Advances AGCO shares rose 5.8% after the U.S. government cut tariffs on agricultural equipment, reducing rates on combines and harvesters from 25% to 15%.
The company reported fuel efficiency gains across its Fendt, Massey Ferguson and Valtra tractor brands, supported by AGCO Power’s integrated engine and driveline technologies and validated by independent DLG PowerMix testing.
Insider selling activity totaled US$52.1 million over the past three months.
Lower tariffs and fuel savings directly address two major cost lines for farmers, which can support demand for AGCO’s higher-spec equipment portfolios if customers prioritize operating efficiency.
At the same time, the scale of recent insider selling gives you a data point on how some internal stakeholders are transacting, which is worth weighing alongside your own view of the company’s product positioning and risk profile. Tillkännagivande • Jun 02
AGCO Advances Fuel Efficiency Technologies Across Fendt, Massey Ferguson And Valtra Brands AGCO is advancing fuel saving technologies that help farmers reduce operating costs while maintaining performance, reliability and uptime during critical fieldwork, with results reflected in independent DLG (Deutsche Landwirtschafts-Gesellschaft) PowerMix testing. Those gains are being delivered across the company's Fendt, Massey Ferguson and Valtra brands, supported by engine development and integrated powertrain solutions from AGCO Power, the company's power solutions division that designs and manufactures engines and related systems. In Fendt's latest tractor platforms, the AGCO Power CORE engine family is a central part of the powertrain lineup. CORE engines are in use in several of the brand's Vario series tractors, including the CORE50 in the Fendt 600 Vario series and the CORE75 in the Fendt 700 Vario Gen7 series. Independent testing of the Fendt 700 Vario series, with its CVT transmission, demonstrated strong fuel efficiency performance across both field and transport applications, reinforcing Fendt's focus on delivering efficient power in high-horsepower tractors. Massey Ferguson also uses AGCO Power engines in its current product lineup, and the impact is demonstrated in independent tests. In recent DLG PowerMix testing, the Massey Ferguson 8S.265 Xtra Dyna E-Power placed first overall for fieldwork in its category. The results highlight how AGCO Power engine integration, combined with Massey Ferguson transmission and tractor design choices, delivers measurable efficiency outcomes in real–world operating scenarios. Across Valtra's tractor range, AGCO Power engines serve as the long-standing power source, paired with efficiency-focused operating concepts integrated into the overall driveline. Valtra's EcoPower operating philosophy focuses on maintaining high torque at lower engine speeds, supporting lower fuel consumption across typical field and transport applications, an approach reflected in DLG PowerMix results and other independent comparison testing cited by the brand. Valtra also uses a selective catalytic reduction (SCR) system to enable efficient combustion, contributing to improved fuel consumption compared with previous engine generations. AGCO's Fendt, Massey Ferguson and Valtra brands are seeing measurable fuel efficiency gains through the combination of AGCO Power's proven engine technology and brand-specific tractor and powertrain integration. For farmers, that means lower fuel costs without sacrificing the performance and reliability demanded in real-world work. Fendt, Massey Ferguson and Valtra are registered trademarks of AGCO. AGCO Power, Dyna E-Power and EcoPower are trademarks of AGCO. Upcoming Dividend • May 11
Upcoming dividend of US$0.30 per share Eligible shareholders must have bought the stock before 15 May 2026. Payment date: 15 June 2026. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of American dividend payers (4.2%). In line with average of industry peers (1.1%). Reported Earnings • May 06
First quarter 2026 earnings: EPS and revenues exceed analyst expectations First quarter 2026 results: EPS: US$0.76 (up from US$0.14 in 1Q 2025). Revenue: US$2.34b (up 14% from 1Q 2025). Net income: US$55.0m (up 424% from 1Q 2025). Profit margin: 2.3% (up from 0.5% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.9%. Earnings per share (EPS) also surpassed analyst estimates by 91%. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings. Declared Dividend • Apr 27
Fourth quarter dividend increased to US$0.30 Dividend of US$0.30 is 3.4% higher than last year. Ex-date: 15th May 2026 Payment date: 15th June 2026 Dividend yield will be 1.0%, which is lower than the industry average of 1.7%. Sustainability & Growth Dividend is well covered by both earnings (12% earnings payout ratio) and cash flows (11% cash payout ratio). The dividend has increased by an average of 9.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Tillkännagivande • Apr 25
AGCO Announces Quarterly Dividend Increase, Payable on June 15, 2026 AGCO announced its Board of Directors approved an increase in the Company's regular quarterly dividend to $0.30 per share, from $0.29 per share. The Board also declared a regular quarterly dividend of $0.30 per share, payable on June 15, 2026, to all stockholders of record as of the close of business May 15, 2026. At the new rate, dividends on an annual basis would total $1.20 per common share. Tillkännagivande • Apr 14
AGCO Corporation to Report Q1, 2026 Results on May 05, 2026 AGCO Corporation announced that they will report Q1, 2026 results on May 05, 2026 Tillkännagivande • Mar 13
AGCO Corporation, Annual General Meeting, Apr 23, 2026 AGCO Corporation, Annual General Meeting, Apr 23, 2026. Location: agco corporation, 4205 river green parkway, duluth, ga 30096, United States Tillkännagivande • Mar 11
AGCO Appoints Jena Holtberg-Benge as Chief Digital & Information Officer, Effective March 16, 2026 AGCO on March 11, 2026 announced the appointment of current AGCO Vice President of Aftersales Parts Jena Holtberg-Benge as the company's new Chief Digital & Information Officer (CDIO), effective March 16, 2026. Holtberg-Benge joined AGCO in 2023 and has led the company's Aftersales Parts business to resilient growth through cost discipline while scaling digital, AI-led transformations to support dealers and farmers. Holtberg-Benge brings more than two decades of agricultural background and global leadership experience spanning manufacturing, digital solutions, operations and business development. She is recognized for sustained business delivery across complex environments and translating strategy into execution, including leading large-scale digital transformations to modernize core platforms, especially in e-commerce. As CDIO, Holtberg-Benge will lead AGCO's digital, data and information technology strategy, with a focus on information security and enabling scalable capabilities that support the company's long-term growth ambitions. Holtberg-Benge will be based in AGCO's global headquarters in Duluth, Georgia. She holds a master's degree in international management from the Thunderbird School of Global Management and an undergraduate degree in international studies from Vassar College. Tillkännagivande • Mar 05
AGCO Corporation Announces Board Changes AGCO Corporation announced the appointment of James C. Collins, Jr. to its Board of Directors, effective April 1, 2026. Collins brings nearly four decades of leadership experience across the global agriculture and food value chain, with a strong track record of driving innovation, growth and sustainable outcomes. Collins previously served as Chief Executive Officer and a member of the Board of Directors of Corteva Agriscience after he led the creation of the agriscience company in 2019 following the DowDuPont merger. He joined DuPont in 1984 and held senior leadership roles across multiple businesses, including Chief Operating Officer of DowDuPont's Agriculture Division and Executive Vice President of DuPont's agricultural segments. During his career, Collins developed DuPont's biobased industrials strategy, oversaw the integration of the Danisco acquisition to build a leading industrial biosciences organization and led large DuPont business segments including Performance Materials and Electronics & Communications. He has also overseen the launch of numerous new products and the development of strong global research and innovation pipelines. Collins lived and worked in Asia for five years, helping establish DuPont's agricultural presence across the region. Collins currently serves on the Board of Directors of Archer-Daniels-Midland Company, where he is a member of the Audit and the Compensation and Succession Committees. He also serves on the boards of private companies: Vestaron Corporation and Pivot Bio. Collins has an MBA focused on international business from the University of Delaware and a Bachelor of Science degree in chemical engineering from Christian Brothers College. The company also announced Matthew Tsien has elected not to stand for re-election at the upcoming annual meeting of stockholders. Buy Or Sell Opportunity • Feb 17
Now 21% undervalued Over the last 90 days, the stock has risen 37% to US$139. The fair value is estimated to be US$175, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 5.8% per annum. Earnings are also forecast to grow by 7.8% per annum over the same time period. Tillkännagivande • Feb 17
Agco Brands Showcase Innovations and Autonomous Solutions At 2026 Commodity Classic AGCO will showcase its Fendt®?, Massey Ferguson®? and PTx™? brands at the 2026 Commodity Classic in San Antonio, Texas, on February 25-27. More than 24,000 square feet of combined exhibits will highlight the brands' latest precision ag equipment, retrofit innovations and advanced autonomy solutions along with opportunities for attendees to connect with experts and learn how AGCO's farmer-focused solutions can drive productivity, efficiency and profitability across their entire operation. Fendt (booth 1181) will highlight its latest advancements in power, precision and autonomy by debuting the all-new Fendt 500 Vario®? Series, combining compact size with performance, the FendtONE™? platform and smart farming capabilities for industry leading versatility. The Fendt 800 Vario Gen5 redefines productivity with its premium comfort features, including a massage seat and UltraVision LED lighting, while delivering exceptional flexibility and fuel efficiency. Equipped with PTx Trimble™? OutRun™? grain cart and tillage solutions, the Fendt 1000 Vario Gen4 Tractor showcases the future of farming with fully autonomous operations. Attendees can also preview cleaning performance and automation updates to the Fendt IDEAL®? combine. Massey Ferguson (booth 781 and 1081) will highlight its newest advancements in dependable, straightforward equipment, now enhanced with intuitive, field-proven technology solutions like tractor implement management (TIM) and PTx FarmEngage™?. The display will feature the MF 9S tractor alongside the 500R sprayer and planter, demonstrating the brand's commitment to delivering practical, high-performance equipment for every operation. Massey Ferguson will also introduce MF Always Running, a built-in warranty program designed to provide predictable ownership, reduce risk and maximize uptime for today's farmers. The PTx exhibit (booth 1681) will feature innovative products from both the Precision Planting®? and PTx Trimble brands. New product highlights will be those announced at its recent Winter Conference: Precision Planting ArrowTube™?, a seed orientation device, and Precision Planting SymphonyVision™? | Duo, an intelligent spray system that allows broadcast and targeted spray in a single pass. Also on display will be PTx Trimble OutRun, a retrofit autonomy system to enhance field efficiency. Experts from PTx will be on hand for consultative conversations with growers about improvements they can make in their operation in 2026 to see yield, economic and efficiency gains. Commodity Classic attendees can experience AGCO's full lineup of innovations by visiting the company's exhibits throughout the show. To learn more about AGCO's brands and solutions, visit AGCOcorp.com for product details, dealer information and additional resources. Fendt, IDEAL, Massey Ferguson and Vario are registered trademarks of AGCO. New Risk • Feb 06
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 14% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company. Price Target Changed • Feb 06
Price target increased by 7.4% to US$127 Up from US$119, the current price target is an average from 14 analysts. New target price is approximately in line with last closing price of US$133. Stock is up 33% over the past year. The company is forecast to post earnings per share of US$5.85 for next year compared to US$9.76 last year. Upcoming Dividend • Feb 06
Upcoming dividend of US$0.29 per share Eligible shareholders must have bought the stock before 13 February 2026. Payment date: 16 March 2026. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of American dividend payers (4.1%). Lower than average of industry peers (1.1%). Tillkännagivande • Feb 05
AGCO Corporation Provides Earnings Guidance for the Year 2026 AGCO Corporation provided earnings guidance for the year 2026. The company's net sales for 2026 are expected to range from $10.4 to $10.7 billion. Based on these assumptions, 2026 earnings per share are targeted at approximately $5.50 to $6.00. Tillkännagivande • Feb 03
AGCO Brands Debut New Technology and Solutions at World Ag Expo AGCO will exhibit equipment and new innovations from its Fendt and Massey Ferguson brands at the World Ag Expo in Tulare, California, on February 10-12. In 2026, AGCO's display will move to the front of the show grounds for more space and a shared Road-and-Drive area with California dealership Quinn Company. Attendees will see the company's latest innovations and award-winning equipment, including Fendt's e100 Vario battery-powered tractor and Massey Ferguson's SB.1436DB double baler. The Fendt exhibit will be highlighted by the North American debut of the Fendt e100 Vario. This compact, battery-powered tractor is designed for high efficiency and resource conservation, featuring a versatile electric drive that supports both traditional and electrified attachments. With the ability to fully charge in under five hours, the e100 Vario is practical for diverse applications, from farming to municipal tasks. Fendt will also showcase existing equipment lines, such as the Fendt 1000 Vario Gen4, a highly adaptable fixed-frame tractor; the Fendt 200 V/F/P Vario, tailored for vineyards, fruit plantations and special crops; and the Fendt Rogers 900 Series applicator, the industry's only rear boom applicator with two-height adjustable clearance. Massey Ferguson will highlight its newest advancements in dependable, straightforward equipment, now enhanced with intuitive, field-proven technology solutions like PTx FarmEngage fleet and farm management. The display will feature the MF 9S tractor, the Massey Ferguson compact utility product line up and Hesston by Massey Ferguson hay equipment line, demonstrating the brand's commitment to delivering practical, high-performance equipment for every operation. Massey Ferguson will also introduce MF Always Running, an built-in warranty program designed to provide predictable ownership, reduce risk and maximize uptime for today's farmers. Declared Dividend • Jan 19
Third quarter dividend of US$0.29 announced Dividend of US$0.29 is the same as last year. Ex-date: 13th February 2026 Payment date: 16th March 2026 Dividend yield will be 1.0%, which is lower than the industry average of 1.7%. Sustainability & Growth Dividend is well covered by both earnings (23% earnings payout ratio) and cash flows (12% cash payout ratio). The dividend has increased by an average of 9.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 44% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Tillkännagivande • Jan 16
AGCO Announces Quarterly Dividend, Payable on March 16, 2026 AGCO announced its Board of Directors declared a regular quarterly dividend of $0.29 per common share to be paid on March 16, 2026, to all stockholders of record as of the close of business February 13, 2026. Tillkännagivande • Jan 15
AGCO Corporation to Report Q4, 2025 Results on Feb 05, 2026 AGCO Corporation announced that they will report Q4, 2025 results on Feb 05, 2026 Major Estimate Revision • Nov 18
Consensus EPS estimates increase by 11% The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from US$9.27 to US$10.26. Revenue forecast steady at US$9.83b. Net income forecast to grow 39% next year vs 19% growth forecast for Machinery industry in the US. Consensus price target broadly unchanged at US$120. Share price fell 4.8% to US$102 over the past week. Upcoming Dividend • Nov 10
Upcoming dividend of US$0.29 per share Eligible shareholders must have bought the stock before 14 November 2025. Payment date: 15 December 2025. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of American dividend payers (4.6%). Higher than average of industry peers (1.4%). Reported Earnings • Nov 02
Third quarter 2025 earnings: EPS exceeds analyst expectations Third quarter 2025 results: EPS: US$4.10 (up from US$0.40 in 3Q 2024). Revenue: US$2.48b (down 4.7% from 3Q 2024). Net income: US$305.7m (up US$275.7m from 3Q 2024). Profit margin: 12% (up from 1.2% in 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates significantly. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings. Declared Dividend • Oct 27
Second quarter dividend of US$0.29 announced Shareholders will receive a dividend of US$0.29. Ex-date: 14th November 2025 Payment date: 15th December 2025 Dividend yield will be 1.1%, which is lower than the industry average of 1.7%. Sustainability & Growth Dividend is covered by both earnings (87% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 23% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 124% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Buy Or Sell Opportunity • Oct 24
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 3.3% to US$109. The fair value is estimated to be US$137, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.8% over the last 3 years. Earnings per share has declined by 60%. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings are also forecast to grow by 30% per annum over the same time period. Tillkännagivande • Oct 24
AGCO Corporation Declares Regular Quarterly Dividend, Payable on December 15, 2025 AGCO announced its Board of Directors declared a regular quarterly dividend of $0.29 per common share to be paid on December 15, 2025, to all stockholders of record as of the close of business November 14, 2025. Tillkännagivande • Oct 16
AGCO Corporation to Report Q3, 2025 Results on Oct 31, 2025 AGCO Corporation announced that they will report Q3, 2025 results on Oct 31, 2025 Buy Or Sell Opportunity • Aug 14
Now 23% undervalued Over the last 90 days, the stock has risen 2.7% to US$111. The fair value is estimated to be US$144, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.8% over the last 3 years. Earnings per share has declined by 60%. For the next 3 years, revenue is forecast to grow by 5.1% per annum. Earnings are also forecast to grow by 31% per annum over the same time period. New Risk • Aug 13
New minor risk - Insider selling There has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$1.7m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks High level of debt (49% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.0% net profit margin). Significant insider selling over the past 3 months (US$1.7m sold). Recent Insider Transactions • Aug 13
Senior VP & GM of Massey Ferguson recently sold US$1.7m worth of stock On the 11th of August, Luis Fernando Felli sold around 15k shares on-market at roughly US$110 per share. This transaction amounted to 61% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$1.2m more than they bought in the last 12 months. Tillkännagivande • Aug 12
AGCO Appoints Brian Sorbe as President of PTx, Effective August 25, 2025 AGCO announced the appointment of Brian Sorbe as President of PTx, effective August 25, 2025. With nearly three decades of experience in precision agriculture, global sales and product development, Sorbe brings a wealth of expertise to this pivotal role. Sorbe spent 14 years at Topcon Positioning Systems in key leadership roles, including Senior Vice President and General Manager. At Topcon, he led cross-functional teams across many areas including technology development for mixed fleets, product strategy, marketing and M&A integration, consistently driving farmer-focused solutions to market. Sorbe's career also spans construction and industrial automation, but agriculture has always been at the core. Raised on a farm in Iowa, Sorbe began his precision ag journey at Ag-Chem Equipment in Jackson, Minnesota, now part of AGCO following the 2001 Ag-Chem acquisition. Sorbe will be based in Tremont, Illinois, which is a key PTx site. He holds a Bachelor of Business Administration degree from the Purdue University system. Sorbe's postgraduate work includes certifications in AI & Machine Learning and Agricultural Autonomy & Robotics as well as a Master of Business of Administration program. Recent Insider Transactions Derivative • Aug 10
Senior VP & GM of Massey Ferguson notifies of intention to sell stock Luis Fernando Felli intends to sell 5k shares in the next 90 days after lodging an Intent To Sell Form on the 8th of August. If the sale is conducted around the recent share price of US$112, it would amount to US$558k. Since March 2025, Luis Fernando has owned 24.62k shares directly. Company insiders have collectively bought US$405k more than they sold, via options and on-market transactions, in the last 12 months. Upcoming Dividend • Aug 08
Upcoming dividend of US$0.29 per share Eligible shareholders must have bought the stock before 15 August 2025. Payment date: 15 September 2025. Payout ratio is on the higher end at 87%, however this is supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of American dividend payers (4.6%). Higher than average of industry peers (1.6%). Price Target Changed • Aug 01
Price target increased by 9.5% to US$121 Up from US$111, the current price target is an average from 13 analysts. New target price is 6.9% above last closing price of US$114. Stock is up 27% over the past year. The company is forecast to post earnings per share of US$6.46 next year compared to a net loss per share of US$5.69 last year. Tillkännagivande • Jul 31
AGCO Corporation Raises Earnings Guidance for the Full Year 2025 AGCO Corporation raised earnings guidance for the full year 2025. For the year, the company now expects net sales of approximately $9.8 billion. Full-year earnings per share are now targeted between $4.75 and $5.00. Declared Dividend • Jul 14
First quarter dividend of US$0.29 announced Shareholders will receive a dividend of US$0.29. Ex-date: 15th August 2025 Payment date: 15th September 2025 Dividend yield will be 1.1%, which is lower than the industry average of 1.7%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is covered by cash flows (54% cash payout ratio). The dividend has increased by an average of 24% per year over the past 10 years. However, payments have been volatile during that time. Price Target Changed • May 12
Price target increased by 7.4% to US$105 Up from US$98.11, the current price target is an average from 14 analysts. New target price is approximately in line with last closing price of US$105. Stock is down 9.3% over the past year. The company is forecast to post earnings per share of US$3.97 next year compared to a net loss per share of US$5.69 last year. Reported Earnings • May 02
First quarter 2025 earnings: EPS exceeds analyst expectations First quarter 2025 results: EPS: US$0.14 (down from US$2.25 in 1Q 2024). Revenue: US$2.05b (down 30% from 1Q 2024). Net income: US$10.5m (down 94% from 1Q 2024). Profit margin: 0.5% (down from 5.7% in 1Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings. Declared Dividend • Apr 28
Dividend of US$0.29 announced Dividend of US$0.29 is the same as last year. Ex-date: 15th May 2025 Payment date: 16th June 2025 Dividend yield will be 1.4%, which is lower than the industry average of 1.7%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. The dividend is also not adequately covered by cash flows (92% cash payout ratio). The dividend has increased by an average of 24% per year over the past 10 years. However, payments have been volatile during that time. Tillkännagivande • Apr 25
AGCO Corporation Announces Regular Quarterly Dividend, Payable on June 16, 2025 AGCO Corporation announced its Board of Directors declared a regular quarterly dividend of $0.29 per common share to be paid on June 16, 2025, to all stockholders of record as of the close of business May 15, 2025. Tillkännagivande • Mar 25
AGCO Corporation, Annual General Meeting, Apr 24, 2025 AGCO Corporation, Annual General Meeting, Apr 24, 2025. Location: agco corporation 4205 river green parkway duluth, georgia 30096, United States Tillkännagivande • Feb 13
AGCO Corporation Appoints Zhanna Golodryga to Its Board of Directors, Effective April 1, 2025 AGCO Corporation announced the election of Zhanna Golodryga to its Board of Directors, effective April 1, 2025. Ms. Golodryga is a proven leader in the information technology field with an extensive background in cybersecurity, digital and business transformation. Ms. Golodryga is Executive Vice President of Emerging Energy and Sustainability for Phillips 66, a leading integrated downstream energy, manufacturing and logistics company. Ms. Golodryga is responsible for driving Energy Transition and Decarbonization across the enterprise. She has held senior roles at Phillips 66 since 2017. In her previous role as the Senior Vice President, Chief Digital & Administrative Officer, Golodryga led the business transformation enabled by digital technology, including machine learning and AI. Prior to joining Phillips 66, Ms. Golodryga served as Chief Information Officer and Senior Vice President for Services at Hess Corporation and Vice President and Chief Information Officer at BHP Billiton Petroleum. Ms. Golodryga currently serves on the Board of Directors of Regions Financial Corporation where she chairs the Technology Committee. Ms. Golodryga is on the board of the Memorial Hermann Foundation. She has a master's degree in mechanical engineering from Kiev Civil Engineering and Construction Institute. Tillkännagivande • Feb 11
Tractors and Farm Equipment Limited Comments on AGCO Corporation Annual Results On February 11, 2025, Tractors and Farm Equipment Limited expressed concerns over AGCO Corporation’s disappointing financial results and governance issues and stated that the Company reported a $354 million goodwill impairment charge related to the PTx Trimble acquisition. In addition, Tractors and Farm Equipment stated that it withdrew its 14a-8 shareholder proposal, believing stronger action is needed to improve Company’s governance, and criticized Company’s strategic direction, poor dealer inventory levels, and lack of transparency regarding the PTx Trimble joint venture. Upcoming Dividend • Feb 07
Upcoming dividend of US$0.29 per share Eligible shareholders must have bought the stock before 14 February 2025. Payment date: 14 March 2025. The company is not currently making a profit and its cash payout ratio is 92%. Trailing yield: 3.7%. Lower than top quartile of American dividend payers (4.5%). Higher than average of industry peers (1.6%). Reported Earnings • Feb 06
Full year 2024 earnings: EPS and revenues miss analyst expectations Full year 2024 results: US$5.69 loss per share (down from US$15.66 profit in FY 2023). Revenue: US$11.7b (down 19% from FY 2023). Net loss: US$424.8m (down 136% from profit in FY 2023). Revenue missed analyst estimates by 2.3%. Earnings per share (EPS) also missed analyst estimates significantly. Revenue is expected to decline by 4.4% p.a. on average during the next 3 years, while revenues in the Machinery industry in the US are expected to grow by 4.2%. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings. Tillkännagivande • Feb 06
AGCO Corporation to Exhibit New Solutions and AE50 Award Winners At World Ag Expo and National Farm Machinery Show AGCO Corporation will exhibit solutions from across its Fendt®?, Massey Ferguson®? and PTx™? brands in February at the 2025 World Ag Expo in Tulare, California, and the National Farm Machinery Show in Louisville, Kentucky. Highlighting the displays will be new products and AE50 award winners, including Fendt's ErgoSteer™? retrofittable steering joystick and Momentum®? 30-Foot Planter, Massey Ferguson's S Series tractors, new SB.1436DB Small Square Baler and 2025 compact utility equipment (CUE) lineup, and PTx's Radicle Agronomics®? automated soil laboratory and OutRun™? autonomous grain cart solution. AGCO's exhibit at World Ag Expo will feature the debut of Massey Ferguson's new SB.1436DB small Square Baler, which produces two bales at a time per field pass - twice the output of a single baler that produces 14-by-18-inch bales. Also highlighting the brand's exhibit will be AE50-winners from across its S Series and 3 Series Specialty tractors, popular hay and forage solutions, a new triple mower model and a special Pit Stop Service Challenge for booth visitors. Additionally, Massey Ferguson will present a new 4700 Series tractors to California Rodeo Salinas as part of the award for being the 2024 Sowing Good Deeds winners. The winning rideo committee will be present in the Massey Ferguson booth during the show. Fendt's exhibits will include the World Ag Expo debut of the FT600 Vario tractor, as well as seven other Vario models. The display will highlight a vineyard-equipped FT200 Vario, which is ideally suited for operations requiring a high level of maneuverability, such as orchards and vineyards. Visitors will also get a special working demonstration of Fendt's new ErgoSteer solution (another AE50 winner), a enjoystick option that retrofits onto Fendt 500 to 1000 series tractors for ergonomic, precise and intuitive steering control during field operations. AGCO will team up again with AgRevolution™?, the company's rapidly growing dealership in Illinois, Indiana, Kentucky and Ohio, to provide visitors with an expansive exhibit in Louisville. Massey Ferguson will debut its 2025 compact utility equipment (Cue) lineup and the new SB.1436DBsmall Square Baler. Fendt's display will give attendees their first glimpse of the FT600 Vario tract, as well as the Momentum®? 30- Foot Planter and IDEAL®? 9T combine. AgRevolution product specialists will be on hand in a special technology discussion area that features a FarmerCore™? service truck. Check this release's additional downloads for a full schedule of events on the AgRev Stage! The PTx booth (#4060) will feature Solutions for Every Season from its PTx Trimble™? and Precision Planting®? brands. Farmers will discover how to optimize their existing planters, sprayers and applicators, even if they own mixed fleets. They'll also learn about field forming and soil sampling solutions that offer precision ag techniques for every aspect of farming operations. Not Notable exhibits will include Precision Planting's Radicle Agronomics, SymphonyVision™? vision-based spraying solution and Cornerstone™? planting system, and PTx Trimble's WM-FieldForm water management solution, OutRun and WeedSeeker®? 2 2020] automatic spot spray system. To learn more about AGCO's innovative brands, stop by booths AGCO, P56 and Q42. AGCO's exhibit at world Ag Expo will feature the debut the debut of Massey Ferguson' new SB.1436DBSmall Square Baler and 2025 compact Utility equipment (CUE) lineup and 2025 compact utility equipment (CUE) lineup, and PTX's Radicle Agronomics™? automated soil laboratory and Out run™? autonomous grain cart solution".