Adecoagro (AGRO)

• Market cap: $822M
• 1 day: 1.11%
• 5 days: 3.66%
• 1 month: -10.76%
• 3 months: -14.21%
• 6 months: -22.62%
• Year to date: -14.21%
• 1 year: -28.92%
• 5 years: 64.2%
• 10 years: -5.31%
• Sector: Consumer Staples
• Industry: Farm Products

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 group operates in two lines of business, namely, Farming and Sugar, Ethanol and Energy. The Farming is further comprised of three reportable segments: Crops, Rice and Dairy. Sugar, Ethanol and Energy Segment, consists of cultivating sugarcane, which is processed in owned sugar mills, transformed into ethanol, sugar and electricity, in addition to biomethane and then marketed.

Employees: 10,320

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

24% less funds holding

Funds holding: 120 [Q1] → 91 (-29) [Q2]

30.51% less ownership

Funds ownership: 47.42% [Q1] → 16.91% (-30.51%) [Q2]

52% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 48

67% less funds holding in top 10

Funds holding in top 10: 3 [Q1] → 1 (-2) [Q2]

71% less capital invested

Capital invested by funds: $530M [Q1] → $156M (-$374M) [Q2]

72% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 39

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $8.5
• Avg. target: $9
• High target: $9.5

2 analyst ratings

• positive: 0 0%
• neutral: 1 50%
• negative: 1 50%

UBS Matheus Enfeldt	$8.5	Neutral Maintained	3 Sep 2025
Morgan Stanley Javier Martinez	$9.5	Underweight Maintained	16 Jul 2025