Farm Machinery & Equipment · SIC 3523

AGCO CORP /DE

AGCO

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Latest revenue

$2.34B

as of 2026-03-31

Latest net income

$55.0M

as of 2026-03-31

Net margin

2.3%

as of 2026-03-31

6.1
of 10

ActaClear Score

Above avg
#4 of 6 in Farm Machinery & Equipment
+0.0 · 2d
Profitability·25%
6.7
Growth·15%
4.0
Value·20%
7.3
Quality·20%
4.0
Momentum·20%
8.0

Computed from 5 years of SEC fundamentals + latest market data, ranked within Farm Machinery & Equipment (6 peers). 10 = best in industry, 5 = median, 0 = worst. Refreshed Jun 7, 2026.

0.83
Price / FV

Fair value · DCF

Undervalued
~20% upside at this growth
2.0% / yr
-5%30%
Terminal growthWACC 8.7% · 10y forecast
Current price
$116
DCF fair value
$140
FCF base (last FY)
$726.50M
Net debt
$1.46B

DCF: 10-year forecast of free cash flow, discounted at the company's WACC, with a Gordon-growth terminal at year 10. FCF is proxied by last fiscal-year net income (proper FCF needs CFO − CapEx by year, which we don't store yet). Drag the slider to test your own growth thesis — the dominant assumption in any DCF is what comes next, not what the math does with it. Beta defaults to 1.0 when not reported.

Community sentiment

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Price · 5Y

-2.3% / yr 22.0 pts / yr vs S&P 500 11.0% total
Compare:

Live market

delayed ≤15 min
$116.46
2.84%
Market cap
$8.43B
Enterprise value
$10.57B
P/E (trailing)
11.6×
Forward P/E
P/B
1.96×
Dividend yield
1.0%
52-wk high
$143.75
52-wk low
$98.64
Beta
Shares out
72.4M

5-year trend

What this company does

AI

Item 1. Business AGCO Corporation was incorporated in Delaware in 1991. Unless otherwise indicated, all references in this Form 10-K to “AGCO,” “we,” “us” or the “Company” include AGCO Corporation and its subsidiaries. General AGCO is a global leader in agricultural machinery and precision agriculture technologies. Driven by a Farmer-First strategy, AGCO delivers value through its differentiated leading brands, Fendt™, Massey Ferguson™, PTx™ and Valtra™. AGCO’s high-performance equipment and smart farming solutions, including brand-agnostic retrofit technologies and autonomous offerings, empower farmers to drive productivity while sustainably feeding the world. We distribute most of our…

AI summary unavailable — showing raw filing excerpt

Generated from AGCO's filing dated 2026-02-13

Key risks

AI

Table of Contents Item 1A. Risk Factors We make forward-looking statements in this report, in other materials we file with the SEC, on our website, in press releases and in materials that we otherwise share with the public. In addition, our senior management makes forward-looking statements to investors, analysts, the media and others. Statements, including the statements contained in Item 7, “Management’s Discussion and Analysis of Financial Condition and Results of Operations,” concerning our future operations, prospects, strategies, products, manufacturing facilities, legal proceedings, financial condition, financial performance (including net sales, earnings and related growth) and…

AI summary unavailable — showing raw filing excerpt

Generated from AGCO's filing dated 2026-02-13

Profitability

Gross margin

25.5%

2.4%

Operating margin

5.9%

664.3%

Net margin

7.2%

297.8%

Return on equity

17.0%

249.8%

Return on assets

6.1%

260.5%

Leverage

Debt / equity

1.79×

10.0%

Long-term debt / equity

0.54×

8.9%

Debt / assets

64.2%

3.6%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$2.34B+14.3%$55.0M+423.8%2.3%

Q4 2025

2025-12-31

$2.92B+1.1%$95.5M+122.5%3.3%

Q3 2025

2025-09-30

$2.48B-4.7%$305.7M+919.0%12.3%

Q2 2025

2025-06-30

$2.63B-18.8%$314.8M+258.1%11.9%

Q1 2025

2025-03-31

$2.05B-30.0%$10.5M-93.8%0.5%

Q4 2024

2024-12-31

$2.89B$-423.7M-14.7%

Q3 2024

2024-09-30

$2.60B-24.8%$30.0M-89.3%1.2%

Q2 2024

2024-06-30

$3.25B-15.1%$-199.1M-162.4%-6.1%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Farm Machinery & Equipment · SIC 3523

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Insider activity

Insider buying

$0

Insider selling

$54.4M

Net activity

−$54.4M

Distinct insiders

4

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-05-05

Tractors & Farm Equipment Ltd / TAFE Motors & Tractors Ltd / Mallika Srinivasan

10%+ owner

Sale309,089$123.28$38.1M
2026-05-05

Tractors & Farm Equipment Ltd / TAFE Motors & Tractors Ltd / Mallika Srinivasan

10%+ owner

Sale113,501$123.28$14.0M
2026-02-17

Kelvin Eugene Bennett

SVP Engineering

Sale2,300$137.04$315.2K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns AGCO

Institutional value

$4.05B

Total shares held

38.4M

Distinct holders

328

+17 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1BlackRock, Inc.5.8M$672.6M+35.0K (+0.6%)Added
2DIMENSIONAL FUND ADVISORS LP3.5M$409.9M+1.7K (+0.0%)Added
3VANGUARD PORTFOLIO MANAGEMENT LLC2.8M$322.3MNew
4VANGUARD CAPITAL MANAGEMENT LLC2.6M$304.4MNew
5Capital World Investors2.5M$290.1M+100.7K (+4.2%)Added
6Invesco Ltd.2.2M$251.6M-230.0K (-9.6%)Trimmed
7Davis Selected Advisers2.1M$241.8MNew
8Mirova US LLC1.6M$183.8M+422.0K (+36.2%)Added
9UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1.5M$175.7M-64.2K (-4.1%)Trimmed
10ROYAL LONDON ASSET MANAGEMENT LTD1.2M$138.3M-149.2K (-11.1%)Trimmed
11MACKENZIE FINANCIAL CORP898.9K$104.2M+26.8K (+3.1%)Added
12Ninety One UK Ltd628.9K$72.9MNew
13PRINCIPAL FINANCIAL GROUP INC605.1K$70.1MNew
14UBS Group AG585.1K$67.8MNew
15Bank of New York Mellon Corp575.5K$66.7M+243 (+0.0%)Added
16VANGUARD FIDUCIARY TRUST CO370.6K$42.9MNew
17JPMORGAN CHASE & CO360.6K$40.6M-301.2K (-45.5%)Trimmed
18Russell Investments Group, Ltd.279.1K$32.3M+137.2K (+96.6%)Added
19Swedbank AB272.3K$31.6M+92.7K (+51.6%)Added
20SOUTHERNSUN ASSET MANAGEMENT, LLC247.3K$28.7M-22.8K (-8.4%)Trimmed

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

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