Seaport Res Ptn Issues Pessimistic Outlook for AGM Earnings

Federal Agricultural Mortgage Co. (NYSE:AGM) – Seaport Res Ptn cut their Q2 2025 earnings per share (EPS) estimates for Federal Agricultural Mortgage in a research note issued to investors on Monday, May 12th. Seaport Res Ptn analyst W. Ryan now forecasts that the credit services provider will post earnings of $4.22 per share for the quarter, down from their previous estimate of $4.33. The consensus estimate for Federal Agricultural Mortgage’s current full-year earnings is $17.60 per share. Seaport Res Ptn also issued estimates for Federal Agricultural Mortgage’s Q3 2025 earnings at $4.34 EPS, Q4 2025 earnings at $4.46 EPS and FY2026 earnings at $19.60 EPS.

Federal Agricultural Mortgage (NYSE:AGM) last issued its earnings results on Friday, May 9th. The credit services provider reported $4.19 earnings per share for the quarter, topping analysts’ consensus estimates of $4.00 by $0.19. Federal Agricultural Mortgage had a return on equity of 19.43% and a net margin of 12.75%. The company had revenue of $96.79 million for the quarter, compared to analyst estimates of $94.33 million.

Separately, Keefe, Bruyette & Woods reiterated a “market perform” rating and set a $215.00 price target (down previously from $230.00) on shares of Federal Agricultural Mortgage in a report on Monday.

Federal Agricultural Mortgage Trading Up 1.7%

Shares of Federal Agricultural Mortgage stock opened at $193.89 on Tuesday. The stock has a fifty day simple moving average of $181.72 and a 200 day simple moving average of $194.14. Federal Agricultural Mortgage has a 12-month low of $159.64 and a 12-month high of $217.60. The company has a market capitalization of $2.11 billion, a P/E ratio of 11.79, a price-to-earnings-growth ratio of 1.69 and a beta of 0.97. The company has a current ratio of 0.49, a quick ratio of 0.49 and a debt-to-equity ratio of 1.58.

Federal Agricultural Mortgage Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Monday, March 31st. Stockholders of record on Friday, March 14th were paid a dividend of $1.50 per share. This is an increase from Federal Agricultural Mortgage’s previous quarterly dividend of $1.40. The ex-dividend date of this dividend was Friday, March 14th. This represents a $6.00 annualized dividend and a dividend yield of 3.09%. Federal Agricultural Mortgage’s dividend payout ratio is presently 37.08%.

Insider Transactions at Federal Agricultural Mortgage

In related news, Director Robert G. Sexton bought 1,000 shares of the business’s stock in a transaction on Tuesday, March 11th. The stock was acquired at an average price of $195.62 per share, for a total transaction of $195,620.00. Following the purchase, the director now directly owns 13,517 shares in the company, valued at $2,644,195.54. This trade represents a 7.99% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Mitchell A. Johnson sold 2,500 shares of the firm’s stock in a transaction dated Tuesday, February 25th. The stock was sold at an average price of $205.21, for a total value of $513,025.00. Following the completion of the transaction, the director now owns 8,644 shares of the company’s stock, valued at approximately $1,773,835.24. This represents a 22.43% decrease in their position. The disclosure for this sale can be found here. 2.20% of the stock is owned by corporate insiders.

Institutional Trading of Federal Agricultural Mortgage

Several institutional investors and hedge funds have recently modified their holdings of AGM. Barclays PLC raised its holdings in shares of Federal Agricultural Mortgage by 181.7% in the 3rd quarter. Barclays PLC now owns 18,172 shares of the credit services provider’s stock valued at $3,405,000 after acquiring an additional 11,721 shares in the last quarter. Ellsworth Advisors LLC raised its holdings in shares of Federal Agricultural Mortgage by 6.8% in the 4th quarter. Ellsworth Advisors LLC now owns 3,817 shares of the credit services provider’s stock valued at $752,000 after acquiring an additional 243 shares in the last quarter. Kingswood Wealth Advisors LLC purchased a new stake in shares of Federal Agricultural Mortgage in the 4th quarter valued at about $209,000. Copeland Capital Management LLC raised its holdings in shares of Federal Agricultural Mortgage by 2.5% in the 4th quarter. Copeland Capital Management LLC now owns 297,810 shares of the credit services provider’s stock valued at $58,654,000 after acquiring an additional 7,283 shares in the last quarter. Finally, Yorktown Management & Research Co Inc purchased a new stake in shares of Federal Agricultural Mortgage in the 4th quarter valued at about $315,000. Hedge funds and other institutional investors own 68.03% of the company’s stock.

About Federal Agricultural Mortgage

Federal Agricultural Mortgage Corporation provides a secondary market for various loans made to borrowers in the United States. It operates through four segments: Corporate AgFinance, Farm & Ranch, Rural Utilities, and Renewable Energy. The company’s Agricultural Finance line of business engages in purchasing and retaining eligible loans and securities; guaranteeing the payment of principal and interest on securities that represent interests in or obligations secured by pools of eligible loans; servicing eligible loans; and issuing LTSPCs for eligible loans.