Company profiles · Agriculture, Dairy & Beverage

AGCO (AGCO): US–Canada Tariff Exposure, Government Contracts, and Risk

LOSERAVOID TIER
Last close · Oct 30$110.91 −2.2% since report
Report price · Aug 28, 2026 close$113.39
Market cap$7.94B
52-wk range98.22–143.78
Dividend · quarterly$1.20/yr 1.08% · next Dec 15

Why it’s on the map

Hesston (Kansas) balers are on Canada's 25% list — one of the few concrete equipment hits.

Government money & contracts

None.

Customers & commercial

Farmers.

Catalysts

Q3.

Risk

Cycle + retaliation.

Tariff durability

Section 338 retaliation.

Dividend · #33 of 47 payers by yield
1.08% yield
$1.20 a share a year · quarterly · pays Mar · Jun · Sept · Dec
All payers ranked →
Per payment$0.30a share, 4× a year
Next payoutDec 15declared · $0.30 a share
Last ex-dateAug 14, 2026next ex-date Nov 16, 2026
Last paidSept 15, 2026$0.30 a share
Payout ratio30%of earnings · well covered
Raised—streak not on record
Shares at the Oct 30 close of $110.919.02
Each payment$2.70
Per year · 4 payments$10.82
Recent payments
Ex-datePaidPer share
Aug 14, 2026Sept 15, 2026$0.30
May 15, 2026Jun 15, 2026$0.30
Feb 13, 2026Mar 16, 2026$0.29
Nov 14, 2025Dec 15, 2025$0.29

Yield = $0.30 × 4 ÷ the Oct 30 close of $110.91. A dividend is a board decision, not a promise — it can be raised, cut or suspended any quarter. Dividend history source