Why AGCO Corporation (AGCO) Stock Is Down Today

AGCO Corporation (AGCO) is down 7.5% today. Here is some analysis on what might have caused this price movement.

Analysis: The sell-off appears tied to AGCO’s second-quarter update, which showed weaker profitability and a lower full-year outlook than the company gave in May. Investors also seem to be reacting to softer demand in several overseas markets and a year-to-date cash outflow that suggests the recovery is taking longer than hoped.

Details:

AGCO’s updated 2026 outlook now calls for net sales of about $10.1 billion to $10.2 billion and adjusted earnings per share of $5.50 to $5.75, down from its prior outlook for $10.5 billion to $10.7 billion in sales and about $6.00 in EPS.

Second-quarter adjusted operating income fell to $171.6 million from $217.5 million a year earlier, while adjusted operating margin narrowed to 6.6% from 8.3%.

Regional trends were mixed, with North America improving, but Latin America, Europe/Middle East, and Asia/Pacific/Africa all showing weaker sales on a constant-currency basis in the quarter.

AGCO also showed negative free cash flow through the first half of 2026, reflecting seasonal working-capital use, which may have added to investor caution even though the company kept its full-year cash flow target.

Sources:

AGCO, AGCO Investor Relations

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$AGCO Insider Trading Activity

$AGCO insiders have traded $AGCO stock on the open market 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.

Here’s a breakdown of recent trading of $AGCO stock by insiders over the last 6 months:

& FARM EQUIPMENT LTD TRACTORS has made 0 purchases and 2 sales selling 422,590 shares for an estimated $52,095,331.
KELVIN EUGENE BENNETT (SVP Engineering) sold 2,300 shares for an estimated $315,192

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

$AGCO Hedge Fund Activity

We have seen 244 institutional investors add shares of $AGCO stock to their portfolio, and 181 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

FULLER & THALER ASSET MANAGEMENT, INC. removed 803,831 shares (-31.5%) from their portfolio in Q1 2026, for an estimated $93,139,897
MIROVA US LLC added 422,034 shares (+36.2%) to their portfolio in Q1 2026, for an estimated $48,901,079
LORD, ABBETT & CO. LLC removed 396,692 shares (-49.3%) from their portfolio in Q1 2026, for an estimated $45,964,702
LSV ASSET MANAGEMENT removed 236,481 shares (-11.1%) from their portfolio in Q1 2026, for an estimated $27,401,053
MOORE CAPITAL MANAGEMENT, LP removed 203,708 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $23,603,645
UBS GROUP AG removed 203,556 shares (-25.8%) from their portfolio in Q1 2026, for an estimated $23,586,033
ARBEJDSMARKEDETS TILLAEGSPENSION added 194,652 shares (+514.3%) to their portfolio in Q2 2026, for an estimated $23,299,844

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$AGCO Price Targets

Multiple analysts have issued price targets for $AGCO recently. We have seen 6 analysts offer price targets for $AGCO in the last 6 months, with a median target of $133.0.

Here are some recent targets:

Jamie Cook from Truist Securities set a target price of $159.0 on 07/02/2026
Kristen Owen from Oppenheimer set a target price of $136.0 on 04/22/2026
Kyle Menges from Citigroup set a target price of $130.0 on 02/09/2026
Adam Seiden from Barclays set a target price of $105.0 on 02/06/2026
Joel Jackson from BMO Capital set a target price of $115.0 on 02/06/2026
Tami Zakaria from JP Morgan set a target price of $138.0 on 02/06/2026

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.