Agco Corp SEC Filings

AGCO: A holder filed a Form 144 notice to sell 250 common shares through Fidelity Brokerage Services, with an aggregate market value of 26070.00. The shares were acquired via restricted stock vesting on 01/20/2022 (98 shares) and 01/22/2022 (152 shares). The approximate sale date is 11/10/2025 on the NYSE. Shares outstanding were 74,623,566.

AGCO Corporation reported Q3 2025 results with net sales of $2,476.3 million versus $2,599.3 million a year ago, while net income attributable to AGCO rose to $305.7 million from $30.0 million. Diluted EPS was $4.09, up from $0.40. Gross profit improved to $646.5 million despite lower sales, aided by lower cost of goods sold, and interest expense fell to $15.5 million. Other expense (income), net swung to income of $208.4 million, lifting pre‑tax earnings.

For the nine months ended September 30, 2025, net sales were $7,161.8 million (down from $8,774.6 million), and net income attributable to AGCO was $631.0 million versus a loss of $169.1 million last year, with diluted EPS of $8.45. Operating cash flow was $224.5 million compared to a use of cash of $108.0 million in 2024. Cash and equivalents rose to $884.1 million, long‑term debt increased to $2,734.4 million, and stockholders’ equity reached $4,490.8 million. The company finalized the Grain & Protein divestiture adjustments in May 2025, recording an additional $12.3 million loss; receivables sold and outstanding were about $2.0 billion under sales programs and $252.7 million under factoring.

AGCO Corporation furnished an 8‑K announcing it issued a press release reporting financial results for the quarter ended September 30, 2025. The company highlighted the use of non‑GAAP measures with reconciliations to the most comparable GAAP metrics included in the press release.

Adjustments referenced include restructuring and business optimization expenses, amortization of intangibles from the PTx Trimble acquisition, impairment charges, transaction‑related costs, a loss on sale of business tied to the Grain & Protein divestiture, a gain on sale of an investment in TAFE, and discrete tax items. AGCO also discussed adjusted net sales to exclude currency effects (and acquisition impacts when applicable) and reiterated its focus on free cash flow as a measure that incorporates capital expenditures. The press release was furnished as Exhibit 99.1.

AGCO Corporation completed the previously disclosed sale of its ownership interest in TAFE on September 30, 2025 under a Buyback Agreement dated June 30, 2025. The aggregate sale price was $260 million, producing approximately $230 million in after-tax proceeds. As part of the sale process, several substantive provisions of agreements entered on June 30, 2025 became effective and AGCO's Letter Agreement with TAFE dated April 24, 2019 (most recently amended July 7, 2025) expired.

The Buyback Agreement description is qualified by the complete agreement, which was filed as Exhibit 10.5 to AGCO's Current Report filed July 1, 2025, and a press release announcing completion was attached as Exhibit 99.1 to this filing.

Amendment No. 27 to the Schedule 13D reports that Tractors & Farm Equipment Ltd (TAFE), TAFE Motors & Tractors Ltd and Mallika Srinivasan collectively hold material stakes in AGCO Corp. The filing states the Reporting Persons paid a total of $585,803,125.51 to acquire the reported shares and confirms aggregate beneficial ownership based on 74,623,113 shares outstanding as of the Escrow Deposit Date. TAFE beneficially owns 12,150,152 shares (~16.3%), TAFE Motors and Tractors owns 3,263,321 shares (~4.4%), and Ms. Srinivasan owns 12,173,865 shares (~16.3%, including 23,713 held directly). The filing notes escrow activity: TAFE deposited USD 260 million and AGCO Holding B.V. deposited 23,89,000 TAFE equity shares, and several agreements including the Cooperation Agreement and settlement agreements became fully effective, with an Ownership Cap set at 16.33%.

De Lange Bob, a director of AGCO Corporation (AGCO), reported a small open-market acquisition on 09/15/2025. The Form 4 shows he acquired 17.8808 shares of AGCO common stock at a price of $109.83 per share, bringing his total beneficial ownership to 16,039.8509 shares. The filing notes that 443.8509 of the shares included in the total were acquired through participation in a Dividend Reinvestment Plan. The Form 4 was executed by an attorney-in-fact on 09/16/2025 and was filed by a single reporting person.

Insider acquisition reported for AGCO (AGCO). Director Sondra L. Barbour reported a purchase of 29.4134 shares of AGCO common stock on 09/15/2025 at a price of $109.83 per share, resulting in total beneficial ownership of 11,190.9666 shares following the transaction. The filing notes that 973.9666 of those shares were acquired through participation in a Dividend Reinvestment Plan. The Form 4 was signed by an attorney-in-fact on 09/16/2025. The filing is a single-reporting-person Form 4 and identifies the reporting person as a director.

Sorbe Brian James was elected President, PTx of AGCO Corporation (AGCO) effective 08/25/2025. This Form 3 discloses that he does not beneficially own any AGCO common shares at the time of the statement. The filing indicates the initial Section 16 reporting requirement for an officer; it records the officer's name and address and states that no non-derivative or derivative securities are beneficially owned.

Harris Ivory Marie, SVP Chief HR Officer of AGCO Corp (AGCO), reported a sale of 2,669 shares of AGCO common stock on 08/15/2025 at an effective price of $112.59 per share. After the transaction she beneficially owned 13,420 shares. The Form 4 was executed by an attorney-in-fact on behalf of the reporting person. The filing discloses a straightforward, non-derivative sale of shares by a senior officer and contains no additional commentary or transaction plan details.