Farmer Mac Completes $313.5 Million Agricultural Mortgage Securitization
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 03 2025
0mins
Source: PRnewswire
- Successful Securitization: Farmer Mac has completed its seventh agricultural mortgage-backed securitization totaling $313.5 million, demonstrating its strong appeal in the agricultural asset market and reinforcing its core mission to enhance rural financing accessibility.
- Loan Pool Composition: The securitization pool consists of 343 agricultural mortgage loans with an aggregate outstanding principal balance of approximately $313.5 million, reflecting Farmer Mac's industry-leading standards and robust investor demand.
- Senior Tranche Design: This transaction includes a $290 million senior tranche and a $23.5 million subordinate tranche, providing multiple investment options that attracted increased investor participation and further enhanced liquidity in the agricultural asset market.
- Future Product Anticipation: Farmer Mac plans to introduce a new product next year to meet strong investor demand for agricultural assets, which will not only diversify its securitization platform but also support its long-term strategic goals in rural infrastructure financing.
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Analyst Views on AGM
Wall Street analysts forecast AGM stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AGM is 219.00 USD with a low forecast of 219.00 USD and a high forecast of 219.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
1 Analyst Rating
1 Buy
0 Hold
0 Sell
Moderate Buy
Current: 167.280
Low
219.00
Averages
219.00
High
219.00
Current: 167.280
Low
219.00
Averages
219.00
High
219.00
About AGM
Federal Agricultural Mortgage Corporation is a stockholder-owned, federally chartered corporation that combines private capital and public sponsorship to serve a public purpose. The Company’s secondary market provides liquidity to its agricultural and infrastructure businesses, supporting rural America. The Company’s segments include Farm & Ranch, Corporate AgFinance, Power & Utilities, Broadband Infrastructure, Renewable Energy, Funding, and Investments. The Farm & Ranch segment includes the USDA securities portfolio, Farm & Ranch loans, and AgVantage securities. The Corporate AgFinance segment includes loans and AgVantage securities to larger and more complex farming operations, agribusinesses focused on food and fiber processing, and other supply chain production. The Power & Utilities segment includes loans to rural electric generation and transmission cooperatives and distribution cooperatives, as well as AgVantage securities secured by those types of loans.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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Evaluating Farmer Mac (AGM) Valuation Following Recent Decline and Robust Long-Term Shareholder Returns
Recent Stock Performance: Federal Agricultural Mortgage (AGM) has seen a 3% decline over the past week, despite a 7% increase over the last month, indicating a potential reset point for long-term investors.
Valuation Insights: AGM's current share price of $177.07 is below the analyst target of $226, suggesting it may be undervalued, although a discounted cash flow model estimates a fair value closer to $135.90, indicating downside risk.
Growth Opportunities: The company is expanding into renewable energy, broadband, and infrastructure finance, which could drive revenue and earnings growth, but faces risks from shifting policy support and rising credit losses.
Investment Strategy: Investors are encouraged to explore undervalued stocks based on cash flows and consider high-conviction candidates for their portfolios, while also being aware that the analysis provided is not financial advice.
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