Agco Corp SEC Filings

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%.

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.

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.

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.

AGCO (AGCO) Form 144 notice reports a proposed sale of 2,669 shares of common stock through Fidelity Brokerage Services on the NYSE, with an aggregate market value of $300,502.98. The shares were acquired via restricted stock vesting: 2,316 shares on 02/07/2024 and 353 shares on 07/14/2024, both noted as compensation. No other sales in the past three months were reported. The filer represents they are not aware of undisclosed material adverse information about the issuer. The approximate sale date is 08/15/2025.

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.