AdecoagroAGRO
About: Adecoagro SA is a Luxembourg-based agricultural company. It is involved in a wide range of businesses, including farming crops and other agricultural products, dairy operations sugar, ethanol, energy production, and land transformation. The company operates through three segments namely Farming, Sugar, Ethanol and Energy, and Land Transformation. The Farming segment consists of planting, harvesting, and sale of grains, oilseeds and fibers, rice, and production and sale of dairy products; the Sugar, Ethanol, and Energy segment consists of cultivating sugar cane which is processed in owned sugar mills, transformed into ethanol; and the Land Transformation segment comprises identification and acquisition of underdeveloped and undermanaged farmland.
Employees: 9,762
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
138% more call options, than puts
Call options by funds: $1.04M | Put options by funds: $437K
60% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 30
0.63% more ownership
Funds ownership: 45.23% [Q1] → 45.87% (+0.63%) [Q2]
0% more funds holding in top 10
Funds holding in top 10: 3 [Q1] → 3 (+0) [Q2]
1% less funds holding
Funds holding: 114 [Q1] → 113 (-1) [Q2]
5% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 20
12% less capital invested
Capital invested by funds: $528M [Q1] → $465M (-$63M) [Q2]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
UBS | 5%upside $12 | Neutral Initiated | 14 Oct 2024 |
Morgan Stanley Javier Martinez 100% 1-year accuracy 1 / 1 met price target | 10%upside $12.50 | Equal-Weight Downgraded | 17 Sept 2024 |
B of A Securities Isabella Simonato 40% 1-year accuracy 2 / 5 met price target | 27%upside $14.50 | Buy Maintained | 9 Sept 2024 |