Federal Agricultural Mortgage C (AGM) Q3 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 · Editorial policy
Key numbers
- Adjusted EPS
- $4.82
- Estimate
- $5.20
- Surprise
- -7.3%
- Score at report (before → after)
- 6.5 → 6.4/10
Revenue for this quarter isn’t shown: the reported figure hasn’t cleared TrendMatrix’s freshness and sanity checks yet, and consensus revenue isn’t tracked. EPS above is the available figure.
How the report landed
Federal Agricultural Mortgage C (AGM) missed the $5.20 estimate with adjusted EPS of $4.82 — a clear 7.3% shortfall. TrendMatrix's engine moved from Hold (6.5/10) to Sell at 6.4/10 after the report.
Coverage in the report window
- Federal Agricultural Q3 Adj. EPS $4.82 Misses $5.20 Estimate, Sales $122.733M Beat $121.100M Estimate — benzinga, 2026-11-05
Where TrendMatrix's rating stands now
TrendMatrix currently rates AGM Sell at 6.1/10.
2 of the last 4 quarters beat the estimate; this quarter's -7.3% surprise compares with a -2.2% four-quarter average.
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%)
- Leverage penalty (D/E 19.9): -1.5
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
- $181.86
- Price target
- $218.45
- Stop
- $169.13
- Upside to target
- +20.1%
- Reward-to-risk
- 2.7:1
The stock trades at 10.8× trailing but 8.6× forward earnings — consensus estimates already build in a substantial earnings recovery.
Model outputs from TrendMatrix’s engine as of 2026-11-06 — 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
- $2.15B
- P/E (fwd)
- 8.6
- P/E (ttm)
- 10.8
- 52-week range
- $136.57–$248.29
- Off 52-week high
- 26.8%
- RSI (14)
- 32
- Volume vs avg
- 0.61×
- Score today
- 6.1/10