AGCO stock neutral at Citi as company resolves disputes with TAFE

Published 01/07/2025, 16:38
AGCO stock neutral at Citi as company resolves disputes with TAFE

Investing.com - Citi maintained its Neutral rating and $110.00 price target on AGCO Corporation (NYSE:AGCO), a $8.1 billion agricultural equipment manufacturer, after the company announced agreements with TAFE to resolve outstanding disputes. According to InvestingPro data, AGCO currently trades near $108.63, with analyst targets ranging from $84 to $140.

AGCO announced Tuesday it has entered into agreements with TAFE that resolve all outstanding disputes and other matters related to their commercial relationship and TAFE’s shareholding in AGCO.

Under the agreements, TAFE has committed to participating in future AGCO share repurchase programs and will vote its shares according to AGCO’s Board of Directors recommendations on shareholder meeting proposals, with limited exceptions.

The existing commercial agreements between AGCO and TAFE will be terminated, with TAFE gaining exclusive ownership of the Massey Ferguson brand in India, Nepal, and Bhutan.

Citi analyst Kyle Menges maintained the firm’s Neutral stance on AGCO stock following the announcement, keeping the price target unchanged at $110.00.

In other recent news, AGCO Corporation has entered into agreements with Tractors & Farm Equipment Limited (TAFE) to resolve disputes and sell its remaining stake in TAFE for $260 million. This agreement includes the transfer of intellectual property and the resolution of claims related to commercial and brand agreements. TAFE will acquire AGCO’s 20.7% stake, making it a wholly owned subsidiary of the Amalgamations Group, while retaining exclusive ownership of the Massey Ferguson brand in India, Nepal, and Bhutan.

On the analyst front, Truist Securities has reiterated its buy rating on AGCO, highlighting growth opportunities in the Fendt brand’s expansion in South America and North America. Conversely, Citi has downgraded AGCO from Buy to Neutral, citing a significant rally in the stock price as a reason for the change. Despite this, Citi previously raised its price target for AGCO to $110, maintaining a Buy rating due to better-than-expected first-quarter results and optimism about future growth.

These developments underscore AGCO’s strategic moves and the varied perspectives from analysts regarding its market position and potential. As AGCO navigates these changes, its performance will be closely monitored by investors and analysts alike.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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