AdecoagroAGRO
Market Cap: 981M
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 Q1 SEC filings by fund managers ($100M+ AUM)
169% more call options, than puts
Call options by funds: $1.52M | Put options by funds: $564K
50% more funds holding in top 10
Funds holding in top 10: 2 [Q4 2023] → 3 (+1) [Q1 2024]
17% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 18
3% more funds holding
Funds holding: 108 [Q4 2023] → 111 (+3) [Q1 2024]
0.66% less ownership
Funds ownership: 44.67% [Q4 2023] → 44.01% (-0.66%) [Q1 2024]
4% less capital invested
Capital invested by funds: $534M [Q4 2023] → $514M (-$20.1M) [Q1 2024]
41% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 46
Research analyst outlook
1 Wall Street Analyst provided 1 year price forecasts over the past 6 months
1 analyst rating
JP Morgan Lucas Ferreira | 22%upside $11.5 | Neutral Upgraded | 1 Jul 2024 |
Financial journalist opinion
Based on 9 articles about AGRO published over the past 30 days