AGCO CORP /DE
In the published model solve dated 2026-Q2, anchored at $133.40, AGCO CORP /DE (AGCO) is priced for +10.8% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.
• Tractors and combines are ⟦approximately 68.8% of our net sales in 2025⟧ and their sales fell ⟦approximately 6.4%⟧ that year on ⟦approximately 5.6%⟧ fewer units, which is what a farm equipment downturn looks like from inside the income statement. • Trailing operating margin sits at 4.7%, well under management's own 2026 adjusted operating margin target of 7.5% to 8.0%, so almost everything the price assumes is a recovery in profitability rather than a recovery in volume. [Source: Q1 2026 earni
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474 institutional managers reported holding AGCO in 13F filings for the quarter ended 2026-03-31. Together they hold about 87% of the company; the top 10 hold 47%. 79 opened new positions that quarter. Held by Vanguard Group, BlackRock, T. Rowe Price, among others. On the short side, 2.6M shares were sold short as of the 2026-06-15 count, about 4% of shares outstanding (3.4 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
AGCO has cut its share count 4% over the past five years, spending $135.00M on repurchases. It pays a dividend, and has for 13 years running; the current rate is $1.16 a share annually. Cash returned over the past three years: $423.90M in dividends.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at AGCO over the trailing three years: 2024: 4 buys totaling $659k; 2025: 1 buy totaling $250k. 19 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
AGCO's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-09 | -3.2% | -4.0% |
| 2023-11-09 | +4.8% | +4.6% |
| 2024-02-28 | -2.5% | +2.4% |
| 2024-05-04 | -0.3% | -15.7% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
AGCO's latest 8-K filings: 2026-08-03 (items 5.02, 9.01); 2026-07-30 (items 2.02, 9.01); 2026-07-10 (items 5.03, 9.01); 2026-05-05 (items 2.02, 9.01); 2026-04-24 (items 5.07).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.