Agco Corp SEC Filings

AGCO Corporation reported the results of its annual stockholder meeting held on April 23, 2026. Stockholders elected nine directors to the board, including Michael C. Arnold, Sondra L. Barbour, Suzanne P. Clark, James C. Collins, Jr., Bob De Lange, Zhanna Golodryga, Eric P. Hansotia, Niels Pörksen and David Sagehorn.

Stockholders approved a non-binding advisory resolution on executive compensation, with 62,605,281 votes for and 4,804,610 against, and ratified the appointment of KPMG LLP as independent registered public accounting firm for 2026. A stockholder proposal to give stockholders the ability to call special meetings did not pass, receiving 32,776,205 votes for and 34,588,953 against.

AGCO CORP Chairman, President and CEO Eric P. Hansotia reported a routine tax-related share disposition. On April 20, 2026, 1,960 shares of common stock were withheld at $115.29 per share to cover FICA taxes triggered by retirement eligibility. After this withholding, he directly holds about 326,346.46 shares of AGCO common stock. This was a tax-withholding event, not an open-market sale.

AGCO CORP /DE director James C. Collins Jr. has filed an initial Form 3 reporting his holdings in the company’s Common Stock. The filing shows a holding entry with 0 shares of Common Stock beneficially owned directly as of April 1, 2026, and no buy or sell transactions.

AGCO Corp reported that The Vanguard Group holds 0 shares of common stock and 0% of the class. The filing states: "On January 12, 2026, The Vanguard Group, Inc. went through an internal realignment."

The amendment explains that, in accordance with SEC Release No. 34-39538, certain Vanguard subsidiaries now report beneficial ownership separately and The Vanguard Group, Inc. no longer is deemed to beneficially own securities held by those subsidiaries.

De Lange Bob reported acquisition or exercise transactions in this Form 4 filing.

AGCO CORP director Bob De Lange received a small stock award of 0.0892 shares of Common Stock as compensation. The award was valued at $119.70 per share on the transaction date and increased his directly held position to 16,040.0383 shares. This total includes 444.0383 shares accumulated through participation in a Dividend Reinvestment Plan.

AGCO CORP director Sondra L. Barbour received a small stock award as part of her compensation. She acquired 27.1315 shares of AGCO common stock in a grant or award transaction at a reported price of $119.7000 per share. After this award, she directly holds a total of 11,247.9434 AGCO shares. Her holdings include 1,030.9434 shares previously acquired through participation in a Dividend Reinvestment Plan, showing that a portion of her position has been built through automatic share reinvestments rather than market trades.

AGCO reported full-year 2025 results showing a profitable recovery and strategic transformation. Revenue was $10.1B and net income attributable to AGCO was $726.5M ($9.75 per diluted share). Free cash flow was $740.2M, and the company launched a $1 billion share repurchase program.

Management highlighted a shift toward precision agriculture via the PTx platform, expansion of the Fendt premium brand, continued rollout of FarmerCore distribution, and a restructuring program expected to reduce costs by up to $200M, while targeting mid-cycle adjusted operating margins of 14–15.

AGCO reported full-year 2025 results showing a profitable recovery and strategic transformation. Revenue was $10.1B and net income attributable to AGCO was $726.5M ($9.75 per diluted share). Free cash flow was $740.2M, and the company launched a $1 billion share repurchase program.

Management highlighted a shift toward precision agriculture via the PTx platform, expansion of the Fendt premium brand, continued rollout of FarmerCore distribution, and a restructuring program expected to reduce costs by up to $200M, while targeting mid-cycle adjusted operating margins of 14–15.

AGCO Corporation has issued its 2026 proxy statement and called its Annual Meeting for 9:00 a.m. Eastern on April 23, 2026 at its Duluth, Georgia headquarters, for stockholders of record on February 25, 2026. Stockholders will vote on electing nine directors for terms expiring at the 2027 meeting, an advisory “say‑on‑pay” resolution on named executive officer compensation, and ratification of KPMG LLP as independent registered public accounting firm for 2026. A stockholder proposal seeks to give holders of 10% of outstanding shares the right to call a special stockholder meeting; the Board recommends voting against this proposal and in favor of the other three. The proxy outlines AGCO’s governance practices, including annual board elections, majority voting in uncontested elections, board refreshment with five new independent directors since 2021, committee structures, and a pay‑for‑performance executive compensation program with annual and long‑term incentives tied to operating margin, return on net assets, revenue growth and relative total shareholder return.

AGCO Corporation has issued its 2026 proxy statement and called its Annual Meeting for 9:00 a.m. Eastern on April 23, 2026 at its Duluth, Georgia headquarters, for stockholders of record on February 25, 2026. Stockholders will vote on electing nine directors for terms expiring at the 2027 meeting, an advisory “say‑on‑pay” resolution on named executive officer compensation, and ratification of KPMG LLP as independent registered public accounting firm for 2026. A stockholder proposal seeks to give holders of 10% of outstanding shares the right to call a special stockholder meeting; the Board recommends voting against this proposal and in favor of the other three. The proxy outlines AGCO’s governance practices, including annual board elections, majority voting in uncontested elections, board refreshment with five new independent directors since 2021, committee structures, and a pay‑for‑performance executive compensation program with annual and long‑term incentives tied to operating margin, return on net assets, revenue growth and relative total shareholder return.

AGCO Corporation updated its 2026 Annual Incentive Plan, which governs bonus opportunities for eligible officers and employees. The Talent and Compensation Committee approved changes to individual award opportunities, performance metrics and how those metrics are weighted to align with the company’s current annual incentive program design.

The amendments remove legacy features tied to now-repealed Section 162(m) tax rules, including individual award limits, and broaden adjustment provisions so the committee can use discretion to adjust performance metrics and payouts. The plan now also explicitly states that awards are subject to recoupment under AGCO’s clawback policies as in effect from time to time.