Recent Price Gains: AGCO Corporation, a key player in agricultural equipment, has been a focal point of discussion on social media following recent share price increases. Investors are actively debating whether the stock, which recently closed around US$112, reflects true value or if the gains are already priced in. Many are pointing to the company’s reported returns of over 4% in the past week as a sign of momentum.
Industry Challenges: Conversations also highlight concerns over broader industry headwinds affecting AGCO, particularly in the North American farm segment. Some users note a significant drop in adjusted EBITDA for farm equipment, sparking worries about future profitability. The tension between short-term gains and long-term risks keeps the dialogue lively and divided.
Note: This discussion summary was generated from an AI condensation of post data.
AGCO Corporation Insider Trading Activity
AGCO Corporation insiders have traded $AGCO stock on the open market 4 times in the past 6 months. Of those trades, 0 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $AGCO stock by insiders over the last 6 months:
- LUIS FERNANDO SARTINI FELLI (SVP GM Massey Ferguson) has made 0 purchases and 2 sales selling 15,000 shares for an estimated $1,651,500.
- IVORY MARIE HARRIS (SVP Chief HR Officer) sold 2,669 shares for an estimated $300,502
- KELVIN EUGENE BENNETT (SVP Engineering) sold 250 shares for an estimated $26,070
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
AGCO Corporation Revenue
AGCO Corporation had revenues of $2.5B in Q3 2025. This is a decrease of -4.73% from the same period in the prior year.
You can track AGCO financials on Quiver Quantitative's AGCO stock page.
AGCO Corporation Hedge Fund Activity
We have seen 221 institutional investors add shares of AGCO Corporation stock to their portfolio, and 207 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- MILLENNIUM MANAGEMENT LLC removed 704,263 shares (-84.4%) from their portfolio in Q3 2025, for an estimated $75,405,439
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added 700,558 shares (+32.7%) to their portfolio in Q3 2025, for an estimated $75,008,745
- VICTORY CAPITAL MANAGEMENT INC removed 664,274 shares (-20.6%) from their portfolio in Q3 2025, for an estimated $71,123,817
- NINETY ONE UK LTD added 653,743 shares (+inf%) to their portfolio in Q3 2025, for an estimated $69,996,263
- CAPITAL WORLD INVESTORS added 542,642 shares (+1206.8%) to their portfolio in Q3 2025, for an estimated $58,100,678
- CITADEL ADVISORS LLC removed 538,436 shares (-72.8%) from their portfolio in Q3 2025, for an estimated $57,650,342
- JPMORGAN CHASE & CO removed 534,135 shares (-27.3%) from their portfolio in Q3 2025, for an estimated $57,189,834
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
AGCO Corporation Analyst Ratings
Wall Street analysts have issued reports on $AGCO in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- JP Morgan issued a "Overweight" rating on 12/19/2025
- Truist Securities issued a "Buy" rating on 10/08/2025
- Oppenheimer issued a "Outperform" rating on 09/18/2025
To track analyst ratings and price targets for AGCO Corporation, check out Quiver Quantitative's $AGCO forecast page.
AGCO Corporation Price Targets
Multiple analysts have issued price targets for $AGCO recently. We have seen 7 analysts offer price targets for $AGCO in the last 6 months, with a median target of $120.0.
Here are some recent targets:
- Kyle Menges from Citigroup set a target price of $120.0 on 01/13/2026
- Steven Fisher from UBS set a target price of $115.0 on 01/05/2026
- Adam Seiden from Barclays set a target price of $93.0 on 12/19/2025
- Tami Zakaria from JP Morgan set a target price of $123.0 on 12/19/2025
- Kristen Owen from Oppenheimer set a target price of $128.0 on 12/03/2025
- Jerry Revich from Wells Fargo set a target price of $114.0 on 11/14/2025
- Jamie Cook from Truist Securities set a target price of $123.0 on 11/03/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
