Federal Agricultural Mortgage C (AGM) Q2 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure
Key numbers
- Reported EPS
- $5.40
- Estimate
- $4.87
- Surprise
- +11.0%
- Revenue (period 2026-06-30)
- $450.3M
- Score at report (before → after)
- 6.0 → 6.2/10
Revenue source: xbrl.
How the report landed
Federal Agricultural Mortgage C (AGM) beat the $4.87 estimate with diluted EPS of $5.40 — a large 11.0% upside surprise. TrendMatrix's engine moved from Buy (Wait) (6.0/10) to Hold at 6.2/10 after the report.
Where TrendMatrix's rating stands now
TrendMatrix currently rates AGM Sell at 6.2/10.
2 of the last 4 quarters beat the estimate; this quarter's +11.0% surprise compares with a -1.1% four-quarter average. Next scheduled report: 2026-11-03.
What supports the rating
- Sector modifier (Financial Services): +1.0
- Attractive valuation
What argues against it
- Concentration risk — Customer: top-10 Agricultural Finance institutions (55.0%)
- Concentration risk — Counterparty: top-3 AgVantage issuers (90.6%)
- Analyst target reached - limited upside remaining
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $226.85
- Price target
- $235.68
- Stop
- $215.81
- Upside to target
- +3.9%
The stock trades at 12.4× trailing but 9.8× forward earnings — consensus estimates already build in a substantial earnings recovery.
Model outputs from TrendMatrix’s engine as of 2026-09-04 — shown for context, not personalized investment advice.
AGM at TrendMatrix's latest read
For financials, the EPS print is only half the story: credit costs, reserve builds, and rate sensitivity decide how a quarter actually lands.
- Industry
- Credit Services
- Market cap
- $2.45B
- P/E (fwd)
- 9.8
- P/E (ttm)
- 12.4
- 52-week range
- $136.57–$248.29
- Off 52-week high
- 8.6%
- RSI (14)
- 41
- Volume vs avg
- 0.52×
- Score today
- 6.2/10