Adecoagro (AGRO)
Integrates South American farming with Brazilian sugarcane processing.
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Markets farm output, sugar, ethanol, electricity and fertilizer by linking agricultural production to industrial processing. Its operating base spans Argentina, Brazil and Uruguay, with fertilizer production dependent on medium-term natural-gas supply contracts.
Combines farming with industrial processing across Argentina, Brazil and Uruguay. The Farming line includes Crops, Rice and Dairy, while Brazilian sugarcane mills turn company-grown sugarcane into sugar, ethanol and energy. Fertilizers completes the current three-line operating structure.
Markets farm output, sugar, ethanol, electricity and fertilizer through assets that link agricultural production to processing, rather than through farmland ownership alone. Operations pair agricultural production in Argentina and Uruguay with a Brazilian sugarcane platform.
Control changed to Tether, while co-founder Mariano Bosch remained chief executive. Fertilizer production depends materially on natural-gas supply secured through medium-term contracts.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 14, 2026 | Banco Santander | Target | Target: $13 | Target: $14.80 |
| Sep 14, 2026 | Santander | Initiate | Rating: — | |
| Aug 27, 2026 | UBS | Reiterate | Rating: —Target: $8 | Target: $13.20 |
| Apr 15, 2026 | Citigroup | Downgrade | ||
| Mar 30, 2026 | UBS | Upgrade |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $330.5M · Total debt $2.33B · Total assets $5.25B · Shareholders' equity $1.74B
- Revenue
- $531.0M
- Operating income
- $92.0M
- Net income
- $18.2M
HistoryDividendAnnual yield
| Institutions | 2.66% | 15.00M ADS | |
|---|---|---|---|
| 95 holders · as of Jun 30, 2026 | |||
| Insiders | 3.49% | 19.66M ADS | |
| 11 holders · as of Apr 22, 2026 | |||
| Other | 93.85% | 529.50M ADS | |
| remainder | |||
564.17M ADS (1 ADS = 0 ordinary shares) as of Aug 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
The share count is from the company's Dec 2022 annual report; nothing newer is on file here.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Grantham, Mayo, Van Otterloo & Co. LLCInstitution | 5.17% | 29.16M | filed Feb 13, 2023 |
PageInsider | 1.23% | 6.93M | filed Jan 22, 2019 |
Mariano BoschInsiderofficer: Chief Executive Officer | 1.07% | 1.21M ordinary | filed Mar 20, 2026 |
Santos Pereira Renato JunqueiraInsiderofficer: Sugar, Ethanol and Energy VP | 0.61% | 690,459 ordinary | filed Mar 18, 2026 |
Two Sigma Investments, LPInstitution | 0.33% | 1.88M ADS | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Apr 21, 2026 | Christian Ferdinando Emilio Deprati | director | −1,163 | $13.03 |
| Apr 21, 2026 | Andres Eduardo Larriera | director | −1,163 | $13.03 |
| Apr 21, 2026 | Artigas Manuela Vaz | director | −1,163 | $13.03 |
| Apr 21, 2026 | Ivo Sarjanovic | director | −1,163 | $13.03 |
| Apr 21, 2026 | Dreyfus Kyril Robert Leonid Louis | director | −1,163 | $13.03 |
- Cresud (ADR)
Regional crops, dairy, cattle, and sugarcane operator
- BrasilAgro (ADR)
South American farming and sugarcane producer
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Adecoagro | $11.07 | −0.67% | $6.28B | 171.4 | 6.9 | 3.8 | +30.9% |
| Cresud (ADR) | $12.80 | +0.47% | $826.5M | 7.8 | — | 1.0 | +51.3% |
| BrasilAgro (ADR) | $3.60 | −0.28% | $359.6M | — | — | 2.8 | +74.4% |
| Median | 7.8 | — | 1.9 | +62.8% |