Agco Corp SEC Filings

Luis Fernando Sartini, identified as an officer (SVP, GM Massey Ferguson) of AGCO Corporation, reported two open-market dispositions of AGCO common stock in August 2025. The filing shows sales of 5,000 shares on 08/08/2025 at an indicated price of $111.50 and 10,000 shares on 08/11/2025 at a weighted average reported as $109.4 with an explicit range of $109.34–$109.50 disclosed in the footnote. Following these transactions the reporting person’s beneficial ownership is listed as 16,189 shares. The Form 4 discloses the total number of shares sold and the weighted average price information and is signed by an attorney-in-fact on behalf of the reporting person.

AGCO submitted a Form 144 notice registering the proposed sale of 10,000 common shares through Fidelity Brokerage Services on the NYSE, with an aggregate market value of $1,093,990.40 and an approximate sale date of 08/11/2025. The filing states 74,620,227 shares outstanding, so the 10,000-share block represents about 0.013% of the outstanding common stock and implies an approximate price of $109.40 per share.

The securities listed were acquired as restricted stock vesting in multiple tranches between 01/01/2021 and 02/07/2024 totaling 10,000 shares, and the filing also notes a prior sale of 5,000 shares on 08/08/2025 with gross proceeds of $557,500.00. The notice includes the representation that the seller is not aware of undisclosed material adverse information.

The filer notifies a proposed sale of 5,000 shares of common stock of AGCO through Fidelity Brokerage, with an aggregate market value of $557,500.00 and an approximate sale date of 08/08/2025 to be executed on the NYSE. The filing reports 74,620,227 shares outstanding.

The securities were acquired by restricted stock vesting: 2,218 shares on 01/22/2023 and 2,782 shares on 02/07/2025, with payment described as compensation. The filer reports no securities sold in the past three months and makes the required representation that they do not possess undisclosed material adverse information.

AGCO (AGCO) Q2-25 10-Q highlights:

• Sales pressure: Net sales fell 19% YoY to $2.64 billion (-$612 million) as soft end-market demand and the prior divestiture of Grain & Protein (G&P) weighed on volume.
• Earnings swing: Despite lower revenue, AGCO posted net income of $314.8 million (EPS $4.22) versus a $367.1 million loss (-$4.92) in Q2-24. The turnaround reflects the absence of last year’s $495 million G&P impairment, lower SG&A and R&D, and a $205.5 million tax benefit.
• Operating performance: Gross profit declined 21% to $658.6 million, but operating income reached $164.0 million versus a $241.7 million loss. Operating margin rose to 6.2% from -7.4%.
• Six-month view: H1-25 sales dropped 24% to $4.69 billion; EPS improved to $4.36 from -$2.67.
• Cash & liquidity: Operating cash inflow of $153.5 million contrasts with a $134.5 million outflow last year. Cash rose to $783.9 million. Long-term debt increased $523.6 million to $2.76 billion, largely funding the April-24 PTx Trimble (OneAg) acquisition; net debt ≈$2.18 billion.
• Balance sheet changes: Inventories up $365 million to $3.10 billion; goodwill up $78 million to $1.90 billion. Shareholders’ equity climbed $426 million to $4.17 billion.
• Strategic actions: • Consolidation of 85%-owned PTx Trimble adds $526 million of developed-tech intangibles and $1.59 billion goodwill. • Final G&P working-capital true-up booked an additional $12.3 million loss.
• Capital return: Dividends of $0.58/share YTD; 74.6 million shares outstanding.

Key takeaway: Profitability sharply improved due to mix, lower opex and tax benefits, but top-line contraction, higher inventories and leverage warrant monitoring as the Trimble JV integration progresses.

AGCO Corporation (AGCO) – Insider Form 4 Filing

On 10 July 2025, Vice President & Chief Accounting Officer Indira Agarwal reported a transaction coded “F,” indicating shares were withheld to satisfy tax obligations upon the vesting of previously granted restricted stock units (RSUs). A total of 1,158 common shares were surrendered at an indicated price of $113.77 per share. Following the withholding, Agarwal’s direct beneficial ownership stands at 12,251 AGCO shares.

No derivative security activity was disclosed, and the filing contains no additional open-market purchases or sales. Because the transaction was administrative in nature and represents approximately 9 % of the insider’s post-transaction holdings, it is generally viewed as neutral from a sentiment perspective, though it modestly reduces the insider’s direct equity exposure.