AGCO CORP /DE
At today's price, AGCO CORP /DE (AGCO) is priced for +17.0% growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
AGCO is a global farm-equipment maker (tractors are 66% of the mix, replacement parts 19%, combines and application equipment 15%) whose earnings ride the agricultural-machinery cycle. The business is near the trough of a down-cycle, and the direction is the story: Q1 2026 net sales rose 14.3% to $2.3 billion on a production recovery, and adjusted operating margin improved 50 basis points to 4.6%. Management lifted its 2026 outlook to $10.5 to $10.7 billion in sales, roughly $6 adjusted EPS, an
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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: 2026-07-10 (items 5.03, 9.01); 2026-05-05 (items 2.02, 9.01); 2026-04-24 (items 5.07); 2026-03-06 (items 5.02, 9.01); 2026-03-05 (items 5.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 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.