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 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 Q1 regulatory disclosures by fund managers ($100M+ AUM)
70% more call options, than puts
Call options by funds: $739K | Put options by funds: $434K
36% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 22
16% more capital invested
Capital invested by funds: $456M [Q4 2024] → $530M (+$73.4M) [Q1 2025]
3% more funds holding
Funds holding: 115 [Q4 2024] → 119 (+4) [Q1 2025]
0.94% more ownership
Funds ownership: 46.47% [Q4 2024] → 47.41% (+0.94%) [Q1 2025]
0% more funds holding in top 10
Funds holding in top 10: 3 [Q4 2024] → 3 (+0) [Q1 2025]
30% less repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 44
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
UBS Matheus Enfeldt | 7%upside $9.90 | Neutral Maintained | 29 Apr 2025 |
Morgan Stanley Javier Martinez | 8%upside $10 | Underweight Downgraded | 28 Apr 2025 |
Financial journalist opinion
