Federal Agricultural Mortgage Corporation

Federal Agricultural Mortgage Corporation

AGMยทNYSE

$174.70

-2.0%
Financial ServicesFinancial - Credit Services

Federal Agricultural Mortgage Corporation provides a secondary market for various loans made to borrowers in the United States. It operates through four segments: Farm & Ranch, USDA (United States Department of Agriculture) Guarantees, Rural Utilities, and Institutional Credit. The Farm & Ranch segment purchases and retains eligible mortgage loans that are secured by first liens on agricultural real estate; securitizes eligible mortgage loans, and guarantees the timely payment of principal and interest on securities representing interests in or obligations secured by pools of mortgage loans; and issues long-term standby purchase commitments (LTSPC) on designated eligible mortgage loans. The USDA Guarantees segment purchases portions of certain agricultural and rural development loans guaranteed by the USDA. The Rural Utilities segment purchases and guarantees securities that are backed by loans for electric or telecommunications facilities by lenders organized as cooperatives to borrowers; and purchases eligible rural utilities loans and guarantees of securities backed by those loans, as well as LTSPCs for pools of eligible rural utilities loans. The Institutional Credit segment guarantees and purchases general obligations of lenders and other financial institutions that are secured by pools of loans eligible under the Farmer Mac's Farm & Ranch, USDA Guarantees, or Rural Utilities lines of business. Federal Agricultural Mortgage Corporation was founded in 1987 and is headquartered in Washington, District of Columbia.

At a Glance

Live Snapshot
Market Cap$1.90B
EPS16.7300
P/E Ratio10.44
Earnings Date08/06/2026
agm

Federal Agricultural Mortgage Corporation Street Expectations Map

AGM ยท NYSE

Wall Street analysts project that AGM stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 233.00, with estimates ranging from a low of 233.00 to a high of 233.00.

Lowest Target
233.00
33.37%
Consensus Target
233.00
33.37%
Highest Target
233.00
33.37%

The consensus 1-year price target stands at 233.00, with estimates ranging from a low of 233.00 to a high of 233.00.

Analyst Consensus Analysis

Upside Potential

+33.4%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

0.0% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.

agm

Federal Agricultural Mortgage Corporation Forward Estimates of Revenue

AGM ยท NYSE
Latest Revenue
1.32B
FY 2025
Avg Estimate
460.42M
FY 2026
Estimate Range
451.58M - 469.26M
Analyst Spread

Forward Growth Analysis

Projected Growth-65.1%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

agm

Federal Agricultural Mortgage Corporation Forward Estimates of Net Income

AGM ยท NYSE
Latest Net Income
207.39M
FY 2025
Avg Estimate
209.46M
FY 2026
Estimate Range
209.39M - 219.27M
Analyst Spread

Forward Growth Analysis

Projected Growth+1.0%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

agm

Federal Agricultural Mortgage Corporation Forward Estimates of EPS

AGM ยท NYSE
Latest EPS
16.73
FY 2025
Avg Estimate
$19.52
FY 2026
Estimate Range
$19.07 - $19.96
Analyst Spread

Forward Growth Analysis

Projected Growth+16.7%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

agm

Federal Agricultural Mortgage Corporation Forward Estimates of EBIT

AGM ยท NYSE
Latest EBIT
255.72M
FY 2025
Avg Estimate
111.94M
FY 2026
Estimate Range
109.79M - 114.09M
Analyst Spread

Forward Growth Analysis

Projected Growth-56.2%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

agm

Federal Agricultural Mortgage Corporation Forward Estimates of EBITDA

AGM ยท NYSE
Latest EBITDA
255.72M
FY 2025
Avg Estimate
111.97M
FY 2026
Estimate Range
109.82M - 114.12M
Analyst Spread

Forward Growth Analysis

Projected Growth-56.2%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

agm

Federal Agricultural Mortgage Corporation Forward Estimates of SG&A Expense

AGM ยท NYSE
Latest SG&A Expense
129.85M
FY 2025
Avg Estimate
45.02M
FY 2026
Estimate Range
44.15M - 45.88M
Analyst Spread

Forward Growth Analysis

Projected Growth-65.3%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

agm

Federal Agricultural Mortgage Corporation Insider Positioning

AGM ยท NYSE

During the last 12 months, insiders have purchased $167K and sold $1.18M worth of AGM shares, resulting in $1.01M of net selling activity.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

383

64.33K

Sold

0

0.00

Net Activity

+64K

+$64K

9-12 Months

Bought

851

102.44K

Sold

5.7K

1.18M

Net Activity

-1.1M

-$1.08M

Top Buyers

1
CZ

Carpenter Zachary

Officer: Evp - Chief Business Officer

851 sharesโ€ข1 transactions

$102K

2
GAH

Gales Amy H

Director

117 sharesโ€ข1 transactions

$20K

3
EJR

Engebretsen James R

Director

101 sharesโ€ข1 transactions

$17K

4
PJL

Plagge Jeffrey L.

Director

49 sharesโ€ข1 transactions

$8K

5
SRG

Sexton Robert G

Director

49 sharesโ€ข1 transactions

$8K

Top Sellers

1
NBT

Nordholm Bradford T

Officer: President And Ceo

4.2K sharesโ€ข1 transactions

$871K

2
RG

Ramsey Gregory

Officer: Principal Accounting Officer

1.5K sharesโ€ข1 transactions

$310K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $1.01M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.14:1

Weak buy/sell ratio. Selling significantly exceeds buyingโ€”monitor for potential fundamental concerns.

Insider Participation

High Buying

5 insider buyers vs. 2 sellers. Broad-based buying across management team suggests widespread confidence.