Adecoagro S.A.
boothcheck covers Adecoagro S.A. (AGRO) but does not put one priced-in number on it: here the defensible answer is the evidence rather than a point estimate. boothcheck publishes no house fair value, target price, or buy/sell rating. Narrative composed July 25, 2026.
• Adecoagro's mills are built to change their minds: the 20-F describes switching production ⟦"between sugar and ethanol, to take advantage of more favorable market demand and prices at given points in time"⟧ across an installed crushing capacity of 14.2 million tons of sugarcane. • Control is the defining fact of the share register, because the 20-F reports that ⟦"Tether owns approximately 74%"⟧ of the company, which leaves minority holders as passengers on decisions made elsewhere. • The busin
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85 institutional managers reported holding AGRO in 13F filings for the quarter ended 2026-03-31. Together they hold about 14% of the company; the top 10 hold 9%. 19 opened new positions that quarter. Held by Citadel Advisors, Two Sigma, UBS, among others. On the short side, 1.2M shares were sold short as of the 2026-06-15 count, about 1% of shares outstanding (1.3 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.
AGRO has cut its share count 10.9% over the past five years. It pays a dividend. Cash returned over the past three years: $70.00M in dividends.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at AGRO over the trailing three years. Absence is a fact about the company, not a signal. 10 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.
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.