NYSE · Industrials

AGCO CORP. AGCO

AGCO Corporation manufactures and distributes agricultural equipment and replacement parts worldwide. It offers horsepower tractors for row crop production, soil cultivation, planting, land leveling, seeding, and commercial hay operations; utility tractors for small- and medium-sized farms, as well as for dairy, livestock, orchards, and vineyards; and compact tractors for small farms, specialty agricultural industries, landscaping, equestrian, and residential uses.

Industrial Machinery/Components

Company profile

Business mix

  • It offers horsepower tractors for row crop production, soil cultivation, planting, land leveling, seeding, and commercial hay operations; utility tractors for small- and medium-sized farms, as well as for dairy, livestock, orchards, and vineyards.
  • The company also provides grain storage bins and related drying and handling equipment systems; seed-processing systems; swine and poultry feed storage and delivery systems; ventilation and watering systems.
  • In addition, it offers round and rectangular balers, loader wagons, self-propelled windrowers, forage harvesters, disc mowers, spreaders, rakes, tedders, and mower conditioners for harvesting and packaging vegetative feeds used in cattle, dairy, horse.
  • Further, the company provides implements, including disc harrows leveling seed beds and mixing chemicals with the soils; heavy tillage to break up soil and mix crop residue into topsoil; field cultivators that prepare smooth seed bed and destroy weeds.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in farm & heavy construction machinery?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 11.17 FCF 6.47% Buyback 0.8%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Davis Advisors Chris Davis 1.1% $241.8M 2026-03-31
Tweedy, Browne Company 0.2% $1.9M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 3 Last 4 13F filing periods
Net reducers 0 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $25.2M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +11.3% +229,668 / 2,038,167
Davis Advisors Chris Davis 4 filing periods
13F 2025-06-30 Filed 2025-08-08
Minor reduction Shares -11.0% 13F value change -$1.5M
13F 2025-09-30 Filed 2025-11-12
Minor increase Shares 0.5% 13F value change +$8.0M
13F 2025-12-31 Filed 2026-02-02
Minor increase Shares 13.0% 13F value change +$19.6M
13F 2026-03-31 Filed 2026-05-07
Minor increase Shares 1.8% 13F value change +$28.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-07
Base shares 2,027,266 Last 4 periods +59,377 (+2.9%) Total shares 2,086,643 Value $241.8M
Tweedy, Browne Company 1 filing periods
13F 2026-03-31 Filed 2026-05-06
Major increase Shares 52.7% 13F value change +$791,696
Settlement As of 13F 2026-03-31 · Filed 2026-05-06
Base shares 10,901 Last 4 periods +5,746 (+52.7%) Total shares 16,647 Value $1.9M
Gotham Asset Management Joel Greenblatt 3 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$14.5M
13F 2025-06-30 Filed 2025-08-14
Minor increase Shares 12.9% 13F value change +$3.7M
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -6.7% 13F value change -$577,631
Settlement As of 13F 2025-09-30 · Filed 2025-11-14
Base shares 0 Last 4 periods +164,545 (New) Total shares 164,545 Value $17.6M

Recent mentions

No public mentions.