AGCO CORP /DE(AGCO)Stock Analysis
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Rank #1,444 of 2,879 stocks
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
AGCO Stock Analysis & AI Quality Score
AI stock analysis and institutional research for AGCO CORP /DE (AGCO), a Industrials sector company. 13F Pro's AI-powered ranking engine scores AGCO at 50.7/100 on a 32-signal composite quality model, placing it at rank #1,444 of 2,879 stocks — the bottom half of the AI-ranked universe. AGCO scores in the top quartile across revenue scale (86.2). Areas of concern include revenue growth (7.7) and earnings quality (20.4), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), AGCO CORP /DE reports quarterly revenue of $2.3B, net income of $55.0M, an operating margin of 3.4%. Top institutional holders of AGCO by reported 13-F value include BlackRock,, DIMENSIONAL FUND ADVISORS, MASSACHUSETTS FINANCIAL SERVICES CO /MA/, based on the most recent SEC filings. AGCO trades on the NYSE exchange and files with the SEC under CIK 880266. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate AGCO daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for AGCO CORP /DE directly from SEC EDGAR. AGCO CORP /DE's 13F Pro composite quality score has ranged between 8 and 66 since 2021, currently 50.7 — a stable long-term trajectory across 56 quarterly and live scoring snapshots.
Revenue
Q1 2026
$2.3B
Net Income
Q1 2026
$55.0M
Free Cash Flow
Q1 2026
$-455.0M
Operating Margin
Q1 2026
3.4%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+13.6% YoYNet Income
-0.8% YoYOperating Income
+26.4% YoYEPS (Diluted)
+0.2% YoYTotal Assets
+10.0% YoYTotal Debt
+22.4% YoYOp. Cash Flow
+27.0% YoY| Metric | FY 2022 | FY 2021 | FY 2020 | FY 2019 | FY 2018 | FY 2016 |
|---|---|---|---|---|---|---|
| Revenue | $12.65B +13.6% | $11.14B +21.7% | $9.15B +1.2% | $9.04B -3.3% | $9.35B +26.2% | $7.41B |
| Net Income | $889.6M -0.8% | $897.0M +110.0% | $427.1M +241.1% | $125.2M -56.1% | $285.5M +78.3% | $160.1M |
| Operating Income | $1.27B +26.4% | $1.00B +67.0% | $599.7M +72.3% | $348.1M -28.8% | $489.0M +70.4% | $287.0M |
| EPS (Diluted) | $11.87 +0.2% | $11.85 +109.7% | $5.65 +246.6% | $1.63 -54.5% | $3.58 +82.7% | $1.96 |
| Total Assets | $10.10B +10.0% | $9.18B +8.0% | $8.50B +9.6% | $7.76B +1.7% | $7.63B +6.4% | $7.17B |
| Total Debt | $1.84B +22.4% | $1.51B -22.5% | $1.94B +62.6% | $1.19B -11.4% | $1.35B -24.3% | $1.78B |
| Operating Cash Flow | $838.2M +27.0% | $660.2M -26.4% | $896.5M +28.8% | $695.9M +16.8% | $595.9M +61.3% | $369.5M |
AI Insight: AGCO Financial Trends
AGCO returned to profitability after Q2 2024 losses but revenue remains 20-30% below 2024 peak levels.
• Revenue declined from $3,247M in Q2 2024 to $2,343M in Q1 2026, a 28% drop over eight quarters.
• Net income recovered from -$367M loss in Q2 2024 to positive territory, averaging $129M over the last four quarters.
• Total debt decreased significantly from $4,373M in Q3 2024 to $2,502M in Q4 2025 before rising to $3,034M in Q1 2026.
⚠ Operating cash flow turned deeply negative to -$410M in Q1 2026, the worst level in the eight-quarter period.
⚠ Operating income volatility remains high, swinging from $231M in Q4 2025 to $81M in Q1 2026.
AI Insight: AGCO Ratio Trends
AGCO recovered from 2024's severe losses but profitability momentum stalled in Q1 2026 with operating margin falling to 3.4%.
• Operating margin recovered from -9.3% in Q4 2024 to peak at 7.9% in Q4 2025 before declining to 3.4% in Q1 2026.
• Debt-to-equity ratio improved from 1.05 in Q3 2024 to 0.59 in Q4 2025, though ticked up to 0.71 in Q1 2026.
• ROIC swung from -16.0% in Q4 2024 to 13.6% in Q4 2025 but dropped sharply to 4.4% in Q1 2026.
⚠ Profitability metrics declined significantly in Q1 2026 after strong Q4 2025 performance — monitor if this reflects seasonality or underlying weakness.
⚠ Leverage increased from 0.59 to 0.71 in Q1 2026, first quarter-over-quarter increase since Q3 2024.
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Available Research
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Top Institutional Holders of AGCO
BlackRock, Inc.
$672.6M5,804,530 shDIMENSIONAL FUND ADVISORS LP
$409.9M3,537,474 shMASSACHUSETTS FINANCIAL SERVICES CO /MA/
$337.0M2,863,256 shVANGUARD PORTFOLIO MANAGEMENT LLC
$322.3M2,781,430 shVANGUARD CAPITAL MANAGEMENT LLC
$304.4M2,627,005 shCapital World Investors
$290.1M2,504,042 shVICTORY CAPITAL MANAGEMENT INC
$253.9M2,191,147 shInvesco Ltd.
$251.6M2,171,333 shDAVIS SELECTED ADVISERS
$241.8M2,086,643 shSTATE STREET CORP
$232.4M2,005,929 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $672.6M | 5,804,530 |
| DIMENSIONAL FUND ADVISORS LP | $409.9M | 3,537,474 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $337.0M | 2,863,256 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $322.3M | 2,781,430 |
| VANGUARD CAPITAL MANAGEMENT LLC | $304.4M | 2,627,005 |
| Capital World Investors | $290.1M | 2,504,042 |
| VICTORY CAPITAL MANAGEMENT INC | $253.9M | 2,191,147 |
| Invesco Ltd. | $251.6M | 2,171,333 |
| DAVIS SELECTED ADVISERS | $241.8M | 2,086,643 |
| STATE STREET CORP | $232.4M | 2,005,929 |
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Popular Research
Is AGCO a good stock to buy?
13F Pro's AI-powered analysis of AGCO CORP /DE (AGCO) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for AGCO are available on the AGCO stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own AGCO?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling AGCO. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of AGCO CORP /DE's investment landscape.