Agricultural finance company Farmer Mac (NYSE:AGM) will be reporting results this Thursday afternoon. Here’s what you need to know.
Farmer Mac missed analysts’ revenue expectations by 6% last quarter, reporting revenues of $94.96 million, up 11.1% year on year. It was a softer quarter for the company, with a significant 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 9.7% year on year to $107.5 million, slowing from the 15.6% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $4.53 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 six times over the last two years.
Looking at Farmer Mac’s peers in the specialty finance segment, some have already reported their Q4 results, giving us a hint as to what we can expect. HA Sustainable Infrastructure Capital delivered year-on-year revenue growth of 12.2%, beating analysts’ expectations by 33.3%, and Capital Southwest reported revenues up 18.2%, topping estimates by 5.3%. HA Sustainable Infrastructure Capital traded up 10.8% following the results while Capital Southwest’s stock price was unchanged.
Read our full analysis of HA Sustainable Infrastructure Capital’s results here and Capital Southwest’s results here.
Debates around the economy’s health and the impact of potential tariffs and corporate tax cuts have caused much uncertainty 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 6.2% on average over the last month. Farmer Mac is up 1.4% during the same time and is heading into earnings with an average analyst price target of $226.67 (compared to the current share price of $171.50).
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