PRNewsWire·4d ago
Adecoagro Announces Early Redemption of its 6.000% Senior Notes due 2027LUXEMBOURG, Sept. 28, 2026 /PRNewswire/ -- Adecoagro S.A.
Adecoagro's investment thesis is centered on its position as a low-cost, vertically integrated agricultural producer, but its financial profile is dominated by extreme volatility in revenue, margins, and cash flows, which are heavily tied to commodity price cy...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth is highly volatile, swinging from a 39.0% YoY increase in 2026Q2 to a 35.5% decline in 2025Q3, while gross margins have fluctuated between 19.5% and 42.2% over the past ten quarters, indicating significant exposure to commodity price and input cost swings.
AGRO's trailing and forward P/E ratios of 21.68 and 19.30 respectively suggest reasonable valuation levels as of February 20th.
Multiple bullish theses on AGRO have been published by TradersPro's Substack and Fundamental Deep Dive's YouTube channel, indicating positive analyst sentiment.
The stock was trading at $9.20 as of February 20th and $8.36 as of January 13th, with analysts suggesting upside potential from these levels.
Trailing total returns as of 10/3/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 11, 2026 | $0.13-76.1% vs $0.54 | $531M-11.8% vs $602M |
Q2 2026 May 11, 2026 | -$0.24-196.8% vs $0.25 | $399M-2.5% vs $409M |
Q2 2026 Mar 16, 2026 | -$0.18-107.8% vs -$0.09 | $416M+11.8% vs $372M |
Q4 2025 Nov 11, 2025 | $0.06+7.3% vs $0.06 | $304M-25.7% vs $409M |
LUXEMBOURG, Sept. 28, 2026 /PRNewswire/ -- Adecoagro S.A.
Fitch Ratings Initiates Coverage of Adecoagro with a BB Corporate Credit Rating and Stable OutlookPR NewswireLUXEMBOURG, September 18, 2026LUXEMBOURG, September
LUXEMBOURG, September 18, 2026 /PRNewswire/ -- Adecoagro S.A. (NYSE: AGRO) ("Adecoagro" or the "Company"), a leading sustainable production company in South America, announced today that Fitch Ratings ("Fitch") has initiated coverage of the Company and assigned 'BB' Long-Term Local Currency and Foreign Currency Issuer Default Ratings (IDRs), with a Stable Outlook.
WINTON GROUP Ltd acquired a new stake in Adecoagro S.A. (NYSE: AGRO) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 45,882 shares of the company's stock, valued at approximately $438,000. Several other large investors also recently modified their holdings
Benchmark AGRO against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Adecoagro S.A. (AGRO)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $9.93 | $5.6B | -605.49 | -6% | -0.58% | -0.52% | 0.69% | |
| $11.36 | $736.97M | 9999.00 | 28.51% | 16.79% | 7.31% | — | |
| $24.28 | $3.96B | 15.97 | 6.45% | 13.89% | 15.96% | — | |
| $3.43 | $341.68M | 12.86 | -85.08% | -4.92% | -1.26% | — | |
| $50.47 | $17.89B | 37.11 | 2.12% | 1.03% | 3.15% | — | |
| $79.52 | $38.33B | 35.66 | -6.15% | 2.16% | 7.63% | — |
Adecoagro S.A. (AGRO) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Adecoagro S.A. (AGRO) stock FAQ — growth, dividends, profitability & financials explained
Adecoagro S.A. (AGRO) reported $1.65B in revenue for fiscal year 2025. This represents a 806% increase from $182.2M in 2007.
Adecoagro S.A. (AGRO) saw revenue decline by 6.0% over the past year.
Yes, Adecoagro S.A. (AGRO) is profitable, generating $49.5M in net income for fiscal year 2025 (-0.6% net margin).
Yes, Adecoagro S.A. (AGRO) pays a dividend with a yield of 0.69%. This makes it attractive for income-focused investors.
Adecoagro S.A. (AGRO) has a return on equity (ROE) of -0.5%. Negative ROE indicates the company is unprofitable.
Adecoagro S.A. (AGRO) generated $47.7M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
