Agricultural finance company Farmer Mac (NYSE: AGM) will be reporting results this Monday after market close. Here’s what you need to know.
Farmer Mac missed analysts’ revenue expectations by 2.6% last quarter, reporting revenues of $93.98 million, up 13.1% year on year. It was a slower quarter for the company, with a miss of analysts’ revenue estimates.
Is Farmer Mac a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, analysts are expecting Farmer Mac’s revenue to grow 18.2% year on year to $101 million, a reversal from the 11% decrease it recorded in the same quarter last year. Adjusted earnings are expected to come in at $4.47 per share.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Farmer Mac has missed Wall Street’s revenue estimates twice since going public.
Looking at Farmer Mac’s peers in the specialty finance segment, some have already reported their Q3 results, giving us a hint as to what we can expect. PROG’s revenues decreased 1.8% year on year, beating analysts’ expectations by 1.5%, and Hercules Capital reported revenues up 10.3%, in line with consensus estimates. PROG traded down 5% following the results while Hercules Capital was up 1.6%.
Read our full analysis of PROG’s results here and Hercules Capital’s results here.
Questions about potential tariffs and corporate tax changes have caused much volatility in 2025. While some of the specialty finance stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 3.1% on average over the last month. Farmer Mac is down 2.7% during the same time and is heading into earnings with an average analyst price target of $226 (compared to the current share price of $158.64).
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