Agco Corp SEC Filings

AGCO Corp reported a small insider share acquisition by one of its directors. On December 15, 2025, the director acquired 0.0982 shares of AGCO common stock at $108.52 per share, according to an insider ownership report. After this transaction, the director directly owns 16,039.9491 shares of AGCO common stock. The filing notes that this total includes 38.9491 shares of common stock acquired through a Dividend Reinvestment Plan, where cash dividends are automatically used to purchase additional shares.

AGCO Corp reported that one of its directors acquired 29.8453 shares of common stock on 12/15/2025 at a price of $108.52 per share. After this transaction, the director beneficially owned 11,220.8119 shares held directly. This total includes 1003.8119 shares of common stock that the director acquired through participation in a Dividend Reinvestment Plan.

AGCO Corporation’s Chairman, President and CEO, who is also a director, reported an option-related transaction on common stock dated 11/28/2025. A stock appreciation right with an exercise price of $62.85 covering 9,300 shares of common stock was exercised, resulting in an acquisition of 9,300 shares coded "M" in the non-derivative table.

On the same date, 7,199 shares of common stock were disposed of in a transaction coded "F" at a price of $106.18 per share. Following these transactions, the reporting person directly beneficially owns 283,204 shares of AGCO common stock. The stock appreciation right, originally exercisable in four annual installments beginning January 22, 2020, shows 0 derivative securities remaining beneficially owned after the exercise.

AGCO Corporation insider files notice to sell common shares under Rule 144. The seller plans to dispose of 2,101 shares of AGCO common stock through broker Fidelity Brokerage Services LLC on the NYSE, with an aggregate market value of $223,084.18. The filing notes that 74,623,566 shares of AGCO common stock are outstanding, providing context for the planned sale size.

The shares to be sold were acquired on 11/28/2025 via stock appreciation rights granted by the issuer and treated as compensation, with payment also dated 11/28/2025. By signing the notice, the seller represents that they are not aware of any undisclosed material adverse information about AGCO’s current or prospective operations.

AGCO Corporation reported an insider transaction by an officer. On 11/10/2025, the SVP Engineering sold 250 shares of common stock at $104.28 per share. Following the sale, the reporting person beneficially owned 17,130 shares held directly. This was disclosed on Form 4 and indicates a routine change in personal holdings.

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.