Key Points
- CEO Mariano Bosch sold 100,000 shares at an average price of $14.50 (~$1.45M), reducing his stake by about 10% to 897,249 shares, as disclosed in an SEC Form 4.
- Adecoagro missed Q4 EPS (‑$0.16 vs. consensus ‑$0.09) but beat revenue estimates ($415.94M); the company still reports a negative net margin (‑0.55%) and negative ROE (‑1.17%).
- Analyst and market signals are mixed: Zacks upgraded the stock to Strong Buy with increased trading volume, while the broker consensus is a "Hold" with a $9.20 target as shares trade near their 52‑week high and a market cap of about $1.41B.
Adecoagro S.A. (NYSE:AGRO - Get Free Report) CEO Mariano Bosch sold 100,000 shares of the firm's stock in a transaction on Thursday, March 19th. The shares were sold at an average price of $14.50, for a total value of $1,450,000.00. Following the completion of the sale, the chief executive officer directly owned 897,249 shares of the company's stock, valued at approximately $13,010,110.50. This trade represents a 10.03% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this link.
Adecoagro Stock Performance
NYSE:AGRO opened at $14.11 on Friday. The firm's fifty day simple moving average is $9.44 and its 200-day simple moving average is $8.45. The company has a quick ratio of 1.56, a current ratio of 1.38 and a debt-to-equity ratio of 0.77. The stock has a market cap of $1.41 billion, a PE ratio of -176.30, a price-to-earnings-growth ratio of 0.30 and a beta of 0.44. Adecoagro S.A. has a fifty-two week low of $6.89 and a fifty-two week high of $14.87.
Adecoagro (NYSE:AGRO - Get Free Report) last announced its quarterly earnings data on Monday, March 16th. The company reported ($0.16) EPS for the quarter, missing the consensus estimate of ($0.09) by ($0.07). The company had revenue of $415.94 million during the quarter, compared to analyst estimates of $371.95 million. Adecoagro had a negative net margin of 0.55% and a negative return on equity of 1.17%. Analysts expect that Adecoagro S.A. will post 1.24 earnings per share for the current fiscal year.
Adecoagro News Roundup
Here are the key news stories impacting Adecoagro this week:
- Positive Sentiment: Zacks upgraded Adecoagro to a Zacks Rank #1 (Strong Buy), citing improving earnings prospects that could lift the stock if estimates continue to trend up. Adecoagro (AGRO) Upgraded to Strong Buy
- Positive Sentiment: Market interest has picked up: Adecoagro saw unusually high trading volume following the analyst upgrade, which can amplify price moves and improve liquidity. Adecoagro Sees Unusually-High Trading Volume
- Positive Sentiment: Zacks commentary asking whether investors are undervaluing Adecoagro highlights potential upside if earnings revisions and valuation re-rates continue. Are Investors Undervaluing Adecoagro?
- Neutral Sentiment: Morgan Stanley raised Adecoagro to "Equal Weight" — a modest endorsement that signals stability but is not a bullish conviction upgrade. Adecoagro Raised to Equal Weight at Morgan Stanley
- Neutral Sentiment: The company’s Q4 2025 earnings presentation is available for investors to review full results and management commentary; the deck will matter for near‑term guidance and estimate revisions. Adecoagro 2025 Q4 Results Presentation
- Negative Sentiment: CEO Mariano Bosch sold 100,000 shares (~$1.45M at ~$14.50) and reduced his holding by about 10%, which can be interpreted negatively by the market and likely contributed to downward pressure on the stock. SEC Form 4 - Insider Sale
Wall Street Analyst Weigh In
Several brokerages have recently commented on AGRO. Weiss Ratings raised Adecoagro from a "sell (d+)" rating to a "hold (c-)" rating in a research note on Wednesday, March 4th. JPMorgan Chase & Co. started coverage on Adecoagro in a research note on Monday, December 1st. They issued an "underweight" rating and a $7.00 price objective for the company. UBS Group reduced their price objective on Adecoagro from $8.50 to $8.00 and set a "neutral" rating for the company in a report on Tuesday, December 2nd. Wall Street Zen lowered Adecoagro from a "hold" rating to a "sell" rating in a report on Sunday, November 23rd. Finally, Bank of America raised Adecoagro from an "underperform" rating to a "neutral" rating and set a $9.00 price target for the company in a research note on Friday, January 9th. One analyst has rated the stock with a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company's stock. Based on data from MarketBeat.com, the company currently has an average rating of "Hold" and a consensus target price of $9.20.
Read Our Latest Analysis on AGRO
Institutional Trading of Adecoagro
A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Ghisallo Capital Management LLC acquired a new position in Adecoagro in the 4th quarter valued at about $2,987,000. PenderFund Capital Management Ltd. acquired a new position in shares of Adecoagro in the third quarter valued at approximately $1,960,000. Invesco Ltd. lifted its stake in shares of Adecoagro by 86.5% during the second quarter. Invesco Ltd. now owns 458,693 shares of the company's stock valued at $4,192,000 after buying an additional 212,685 shares during the period. Burkehill Global Management LP acquired a new stake in Adecoagro during the fourth quarter worth approximately $1,586,000. Finally, Millennium Management LLC grew its stake in Adecoagro by 240.9% in the 4th quarter. Millennium Management LLC now owns 276,376 shares of the company's stock worth $2,192,000 after acquiring an additional 195,308 shares during the period. Hedge funds and other institutional investors own 45.25% of the company's stock.
Adecoagro Company Profile
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Get Free Report)
Adecoagro (NYSE: AGRO) is a leading agricultural and renewable energy company with core operations in South America. Founded in 2002 by Argentine entrepreneur Alejandro Bulgheroni, the company has grown into a vertically integrated platform covering crop production, sugar and ethanol manufacturing, and dairy operations. Adecoagro’s business model spans the full value chain, from seed selection and planting through harvesting, processing and distribution of commodities.
The company manages over 700,000 hectares of farmland across Argentina, Brazil and Uruguay.
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