AGM
FEDERAL AGRICULTURAL MORTGAGE CORP
$182.11
+0.41%
$2.0B
No data for this timeframe.
Vol
Market Cap$2.0B
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (83%)
Inst. Holders50 funds
Inst. Value$675.6M
Inst. Activity10 buys / 5 sells
Reddit Sentiment61° Warm
SEC Reports5
Exchange NYSE·Sector Federal & Federally-Sponsored Credit Agencies·CIK 0000845877·Prev Close $181.37
Recent Activity
Jun 8, 2026
SEC
Farmer Mac filed an 8-K formalizing the planned CEO succession: Bradford T. Nordholm will retire as CEO effective July 1
8-K — Impact 3/10
May 14, 2026
Insider
Logan Lyle was granted 386 shares
Director
May 13, 2026
SEC
Farmer Mac declared a quarterly dividend of $1.60 per share on common stock and quarterly dividends on all five series o
8-K — Impact 2/10
May 12, 2026
SEC
Farmer Mac priced a $100 million offering of 6.875% Non-Cumulative Preferred Stock, Series I, raising Tier 1 capital for
8-K — Impact 3/10
May 5, 2026
earnings_calendar
AGM Q1 2026 Earnings Scheduled — 2026-05-05
Mar 31, 2026
Insider
Carpenter Zachary surrendered for taxes 1,323 shares
President and COO @ $144.36 ($191.0K)
Mar 31, 2026
Insider
NORDHOLM BRADFORD T surrendered for taxes 15,949 shares
Chief Executive Officer @ $144.36 ($2.3M)
Inst.
CHARLES SCHWAB INVESTMENT MANAGEMENT — DOUBLED
323,589 shares ($48.0M)
Price Targets
$219.67
+20.6% upside
Strong Buy
Current $182.11
Low $205.00
Median $226.00
High $228.00
3 analysts
$205.00
$228.00
Analyst Ratings
1Strong Buy
4Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 12, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform → Outperform |
| Feb 23, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform → Outperform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $4.87 ▲ +4.9% | $4.65 — $5.07 | 13% YoY | 3 |
| Next Q | $4.89 ▲ +2.0% | $4.74 — $5.11 | 8% YoY | 3 |
| Current FY | $19.52 ▲ +3.4% | $19.07 — $20.20 | 17% YoY | 3 |
| Next FY | $21.35 ▲ +2.3% | $20.48 — $22.80 | 9% YoY | 3 |
Latest Reports
NEUTRAL
8-K
3/10
Farmer Mac filed an 8-K formalizing the planned CEO succession: Bradford T. Nordholm will retire as CEO effective July 1
Jun 8, 2026
NEUTRAL
8-K
2/10
Farmer Mac declared a quarterly dividend of $1.60 per share on common stock and quarterly dividends on all five series o
May 13, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $109.4M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $58.9M | — |
| DIMENSIONAL FUND ADVISORS LP | $58.6M | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $48.0M | DOUBLED |
| WELLINGTON MANAGEMENT GROUP LLP | $47.2M | ADD |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 14, 2026 | Logan Lyle | A | $0.00 |
| Mar 31, 2026 | Carpenter Zachary | F | $191.0K |
| Mar 31, 2026 | NORDHOLM BRADFORD | F | $2.3M |
| Mar 31, 2026 | Ramsey Gregory | F | $29.6K |
| Mar 31, 2026 | Brinch Brian | F | $68.7K |
Reddit Sentiment
61°
Warm
Bearish
Neutral
Bullish
50 institutional holders with $675.6M total value (4,554,620 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, DIMENSIONAL. Net buying activity: 10 institutions added/increased vs 5 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 737,476 | $109.4M | 16.2% | — |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 396,966 | $58.9M | 8.7% | — |
| 3 | DIMENSIONAL FUND ADVISORS LP | 395,276 | $58.6M | 8.7% | — |
| 4 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 323,589 | $48.0M | 7.1% | DOUBLED +200.4% |
| 5 | WELLINGTON MANAGEMENT GROUP LLP | 318,072 | $47.2M | 7.0% | ADD +44.5% |
| 6 | Capital World Investors | 275,768 | $40.9M | 6.1% | NEW |
| 7 | CAPTRUST FINANCIAL ADVISORS | 266,275 | $39.5M | 5.8% | TRIM -25.8% |
| 8 | LOOMIS SAYLES & CO L P | 218,503 | $32.4M | 4.8% | — |
| 9 | STATE STREET CORP | 213,544 | $31.7M | 4.7% | — |
| 10 | RAYMOND JAMES FINANCIAL INC | 214,685 | $31.5M | 4.7% | — |
| 11 | Invesco Ltd. | 116,438 | $17.3M | 2.6% | DOUBLED +658.5% |
| 12 | GOLDMAN SACHS GROUP INC | 86,741 | $12.9M | 1.9% | — |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 75,817 | $11.2M | 1.7% | — |
| 14 | VANGUARD PORTFOLIO MANAGEMENT LLC | 73,985 | $11.0M | 1.6% | — |
| 15 | WELLS FARGO & COMPANY/MN | 68,615 | $10.2M | 1.5% | — |
| 16 | MARSHALL WACE, LLP | 64,866 | $9.6M | 1.4% | ADD +42.5% |
| 17 | VANGUARD FIDUCIARY TRUST CO | 61,945 | $9.2M | 1.4% | — |
| 18 | MORGAN STANLEY | 46,942 | $7.0M | 1.0% | TRIM -30.9% |
| 19 | Russell Investments Group, Ltd. | 43,233 | $6.4M | 0.9% | — |
| 20 | CITADEL ADVISORS LLC | 42,690 | $6.3M | 0.9% | DOUBLED +209.4% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | DOUBLED | 107,733 | 323,589 | +200.4% | $48.0M | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS | TRIM | 358,908 | 266,275 | -25.8% | $39.5M | 2026-Q1 |
| Invesco Ltd. | DOUBLED | 15,351 | 116,438 | +658.5% | $17.3M | 2026-Q1 |
| MARSHALL WACE, LLP | ADD | 45,525 | 64,866 | +42.5% | $9.6M | 2026-Q1 |
| MORGAN STANLEY | TRIM | 67,963 | 46,942 | -30.9% | $7.0M | 2026-Q1 |
| SEI INVESTMENTS CO | ADD | 27,327 | 40,469 | +48.1% | $6.0M | 2026-Q1 |
| FIRST TRUST ADVISORS LP | DOUBLED | 15,924 | 35,662 | +124.0% | $5.3M | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. | ADD | 13,130 | 25,781 | +96.4% | $3.8M | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | DOUBLED | 7,690 | 25,406 | +230.4% | $3.8M | 2026-Q1 |
| M&T BANK CORP | DOUBLED | 1,854 | 6,396 | +245.0% | $948.8K | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | TRIM | 6,798 | 4,724 | -30.5% | $700.8K | 2026-Q1 |
| FIFTH THIRD BANCORP | DOUBLED | 200 | 2,464 | +1132.0% | $365.6K | 2026-Q1 |
| FMR LLC | NEAR_EXIT | 343,617 | 1,606 | -99.5% | $238.3K | 2026-Q1 |
| BNP Paribas Asset Management Holding S.A. | ADD | 120 | 150 | +25.0% | $22.3K | 2026-Q1 |
| CWM, LLC | TRIM | 328 | 118 | -64.0% | $17.5K | 2026-Q1 |
| FMR LLC | TRIM | 489,857 | 343,617 | -29.9% | $60.3M | 2025-Q4 |
| WELLINGTON MANAGEMENT GROUP LLP | ADD | 182,020 | 262,931 | +44.5% | $46.2M | 2025-Q4 |
| MORGAN STANLEY | TRIM | 91,683 | 67,963 | -25.9% | $11.9M | 2025-Q4 |
| D. E. Shaw & Co., Inc. | ADD | 26,478 | 35,510 | +34.1% | $6.2M | 2025-Q4 |
| SEI INVESTMENTS CO | ADD | 18,910 | 27,327 | +44.5% | $4.8M | 2025-Q4 |
| FIRST TRUST ADVISORS LP | TRIM | 22,826 | 15,924 | -30.2% | $2.8M | 2025-Q4 |
| VICTORY CAPITAL MANAGEMENT INC | DOUBLED | 4,391 | 15,535 | +253.8% | $2.7M | 2025-Q4 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | TRIM | 12,600 | 7,690 | -39.0% | $1.4M | 2025-Q4 |
| JANUS HENDERSON GROUP PLC | TRIM | 13,587 | 4,036 | -70.3% | $708.6K | 2025-Q4 |
| M&T BANK CORP | TRIM | 5,819 | 1,854 | -68.1% | $323.1K | 2025-Q4 |
21 unique insiders with 36 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 14, 2026 | Logan Lyle | Director | AWARD | 386 | — | — |
| Mar 31, 2026 | Carpenter Zachary | President and COO | TAX W/H | 1,323 | $144.36 | $191.0K |
| Mar 31, 2026 | NORDHOLM BRADFORD T | Chief Executive Officer | TAX W/H | 15,949 | $144.36 | $2.3M |
| Mar 31, 2026 | Ramsey Gregory | Principal Accounting Officer | TAX W/H | 205 | $144.36 | $29.6K |
| Mar 31, 2026 | Brinch Brian M | EVP - Chief Risk Officer | TAX W/H | 476 | $144.36 | $68.7K |
| Mar 31, 2026 | McKissack Eric T | Director | AWARD | 14 | $148.35 | $2.1K |
| Mar 31, 2026 | Ware Todd P | Director | AWARD | 28 | $148.35 | $4.2K |
| Mar 31, 2026 | Sexton Robert G | Director | AWARD | 56 | $148.35 | $8.3K |
| Mar 31, 2026 | Gales Amy H | Director | AWARD | 136 | $148.35 | $20.2K |
| Mar 31, 2026 | Engebretsen James R | Director | AWARD | 116 | $148.35 | $17.2K |
| Mar 31, 2026 | JUNKINS LOWELL | Director | AWARD | 9 | $148.35 | $1.3K |
| Mar 31, 2026 | Plagge Jeffrey L. | Director | AWARD | 56 | $148.35 | $8.3K |
| Mar 5, 2026 | Ramsey Gregory | Principal Accounting Officer | AWARD | 471 | — | — |
| Mar 5, 2026 | NORDHOLM BRADFORD T | Chief Executive Officer | AWARD | 8,835 | — | — |
| Mar 5, 2026 | Pullins Matthew M | EVP - CFO and Treasurer | AWARD | 2,631 | — | — |
| Mar 5, 2026 | Carpenter Zachary | President and COO | AWARD | 1,398 | — | — |
| Mar 5, 2026 | Hayhurst Geraldine I | EVP - Chief Legal Officer | AWARD | 1,461 | — | — |
| Mar 5, 2026 | Brinch Brian M | EVP - Chief Risk Officer | AWARD | 633 | — | — |
| Mar 5, 2026 | Brinch Brian M | EVP - Chief Risk Officer | AWARD | 1,257 | — | — |
| Mar 5, 2026 | Gales Amy H | Director | AWARD | 471 | — | — |
| Mar 5, 2026 | Wilcher LaJuana S | Director | AWARD | 471 | — | — |
| Mar 5, 2026 | JUNKINS LOWELL | Director | AWARD | 471 | — | — |
| Mar 5, 2026 | Plagge Jeffrey L. | Director | AWARD | 471 | — | — |
| Mar 5, 2026 | Daniel Shaw L | Director | AWARD | 471 | — | — |
| Mar 5, 2026 | Riel Kevin G. | Director | AWARD | 471 | — | — |
| Mar 5, 2026 | Davidson Richard H | Director | AWARD | 471 | — | — |
| Mar 5, 2026 | Faivre-Davis Sara Louise | Director | AWARD | 471 | — | — |
| Mar 5, 2026 | JOHNSON MITCHELL A | Director | AWARD | 471 | — | — |
| Mar 5, 2026 | Stones Charles A | Director | AWARD | 471 | — | — |
| Mar 5, 2026 | Sexton Robert G | Director | AWARD | 471 | — | — |
| Mar 5, 2026 | Ware Todd P | Director | AWARD | 471 | — | — |
| Mar 5, 2026 | Engebretsen James R | Director | AWARD | 471 | — | — |
| Mar 5, 2026 | McKissack Eric T | Director | AWARD | 471 | — | — |
| Mar 5, 2026 | Hayhurst Geraldine I | EVP - Chief Legal Officer | AWARD | 735 | — | — |
| Mar 5, 2026 | Pullins Matthew M | EVP - CFO and Treasurer | AWARD | 1,323 | — | — |
| Mar 5, 2026 | Carpenter Zachary | President and COO | AWARD | 2,778 | — | — |
5 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 5 neutral. Avg impact: 2.8/10.
NEUTRAL
8-K
3/10
Farmer Mac filed an 8-K formalizing the planned CEO succession: Bradford T. Nordholm will retire as
Jun 8, 2026
NEUTRAL
8-K
2/10
Farmer Mac declared a quarterly dividend of $1.60 per share on common stock and quarterly dividends
May 13, 2026
NEUTRAL
8-K
3/10
Farmer Mac priced a $100 million offering of 6.875% Non-Cumulative Preferred Stock, Series I, raisin
May 12, 2026
NEUTRAL
8-K
3/10
Federal Agricultural Mortgage Corporation (Farmer Mac) appointed Mandy M. Talan as principal account
Apr 21, 2026
NEUTRAL
8-K
3/10
Federal Agricultural Mortgage Corporation (Farmer Mac) announced an upcoming Investor Day webcast on
Mar 4, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (83% buy). Based on 6 analysts: 1 strong buy, 4 buy, 1 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$219.67 mean target
+20.6% upside
Strong Buy (3.00)
$205.00 Low
$228.00 High
| Metric | Value |
|---|---|
| Current Price | $182.11 |
| Target Low | $205.00 |
| Target Mean | $219.67 |
| Target Median | $226.00 |
| Target High | $228.00 |
| # Analysts | 3 |
| Recommendation | Strong Buy (3.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$4.87 | $4.65 | $5.07 | 12.7% | +4.9% | 2↑ 0↓ | $0.1B | 12.9% | 3 |
| Next Q 2026-09-30 |
$4.89 | $4.74 | $5.11 | 8.2% | +2.0% | 0↑ 1↓ | $0.1B | 11.5% | 3 |
| Current FY 2026-12-31 |
$19.52 | $19.07 | $20.20 | 17.2% | +3.4% | 2↑ 0↓ | $0.5B | 12.2% | 3 |
| Next FY 2027-12-31 |
$21.35 | $20.48 | $22.80 | 9.4% | +2.3% | 1↑ 0↓ | $0.5B | 12.6% | 3 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $4.867 | |
| 7d ago | $4.640 | +0.227 |
| 30d ago | $4.640 | +0.227 |
| 60d ago | $4.650 | +0.217 |
| 90d ago | $4.690 | +0.177 |
1 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 12, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | Outperform |
| Feb 23, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | Outperform |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 1 | 4 | 1 | 0 | 0 | 83% | |
| May 1, 2026 | 1 | 4 | 1 | 0 | 0 | 83% | |
| Apr 1, 2026 | 1 | 4 | 1 | 0 | 0 | 83% | |
| Mar 1, 2026 | 1 | 4 | 1 | 0 | 0 | 83% | |
| Feb 1, 2026 | 1 | 4 | 1 | 0 | 0 | 83% | |
| Jan 1, 2026 | 1 | 4 | 1 | 0 | 0 | 83% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
61°
Warm
Bearish
Neutral
Bullish
5 mentions
2 bullish
0 bearish
3 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Jun 12, 2026 | 2 | 58° Warm | 1 | 0 | 2 |
| Jun 12, 2026 | 2 | 58° Warm | 1 | 0 | 2 |
| Mar 30, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
Recent Reddit Threads
Would you sell your vote?
▲ 1
💬 0
⚡ 0.5
May 5, 2026
earnings_calendar
AGM Q1 2026 Earnings Scheduled — 2026-05-05