Federal Agricultural Mortgage Corp Reports Record Q1 Results
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 days ago
0mins
Should l Buy AGM?
Source: Yahoo Finance
- Significant Growth: Federal Agricultural Mortgage Corp reported a 17% year-over-year increase in business volume to $34.8 billion in Q1, demonstrating strong execution and sustained customer demand, thereby solidifying its position as a leading small-cap value stock.
- Net Income Surge: Net interest income rose by 11% to $101.4 million, with net income attributable to shareholders reaching $51.8 million, or $4.75 per share, reflecting robust performance in the agricultural and rural infrastructure sectors.
- Portfolio Expansion: The net portfolio grew by $1.5 billion, indicating strong customer demand across all business segments, particularly with the Total Farm & Ranch portfolio increasing by $675.3 million, driven by higher loan purchase volumes.
- Strategic Positioning: CEO Brad Nordholm emphasized the company's commitment to providing vital liquidity to the agricultural and rural infrastructure sectors, supported by a diversified business model, strong capital position, and disciplined risk management to ensure sustainable growth going forward.
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Analyst Views on AGM
Wall Street analysts forecast AGM stock price to rise
1 Analyst Rating
1 Buy
0 Hold
0 Sell
Moderate Buy
Current: 182.630
Low
219.00
Averages
219.00
High
219.00
Current: 182.630
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.
Federal Agricultural Mortgage Corp Reports Record Q1 Results
- Significant Growth: Federal Agricultural Mortgage Corp reported a 17% year-over-year increase in business volume to $34.8 billion in Q1, demonstrating strong execution and sustained customer demand, thereby solidifying its position as a leading small-cap value stock.
- Net Income Surge: Net interest income rose by 11% to $101.4 million, with net income attributable to shareholders reaching $51.8 million, or $4.75 per share, reflecting robust performance in the agricultural and rural infrastructure sectors.
- Portfolio Expansion: The net portfolio grew by $1.5 billion, indicating strong customer demand across all business segments, particularly with the Total Farm & Ranch portfolio increasing by $675.3 million, driven by higher loan purchase volumes.
- Strategic Positioning: CEO Brad Nordholm emphasized the company's commitment to providing vital liquidity to the agricultural and rural infrastructure sectors, supported by a diversified business model, strong capital position, and disciplined risk management to ensure sustainable growth going forward.
See More
Crown Advisors Fully Liquidates AGM Shares
- Complete Liquidation: Crown Advisors sold all 35,000 shares of Federal Agricultural Mortgage Corporation (AGM) in Q1, with an estimated transaction value of $5.73 million, indicating a complete exit from the position and a cautious outlook on market prospects.
- AUM Impact: This trade resulted in a 3.8% shift in 13F reportable AUM, while the quarter-end position value decreased by $6.14 million, reflecting the impact of market volatility on their investment portfolio.
- Company Overview: Federal Agricultural Mortgage Corporation focuses on supporting liquidity and capital access in the U.S. agricultural and rural infrastructure sectors, and its diversified business model positions it as a key player in rural credit markets, despite recent stock performance lagging.
- Investor Caution: While Farmer Mac benefits from durable demand in agriculture and renewable energy financing, analysts suggest investors consider other stocks with greater potential before buying, indicating a cautious sentiment regarding its future growth.
See More
Crown Advisors Fully Liquidates Stake in Federal Agricultural Mortgage Corporation
- Liquidation Transaction: Crown Advisors Management, Inc. fully liquidated its stake in Federal Agricultural Mortgage Corporation during Q1 2026, selling 35,000 shares for an estimated value of $5.73 million, reflecting a cautious outlook on the company's future performance.
- Impact on AUM: This liquidation reduced Federal Agricultural Mortgage Corporation's share in Crown Advisors' assets under management from 4.0% to 0%, indicating a strategic portfolio adjustment in response to market volatility.
- Market Performance: As of May 7, 2026, shares of Federal Agricultural Mortgage Corporation were priced at $182.63, up 8.3% over the past year but underperforming the S&P 500 by 22 percentage points, highlighting its lackluster market performance.
- Financial Health: Despite Crown Advisors' sale, Federal Agricultural Mortgage Corporation's latest earnings report showed strong business growth, with outstanding business volume rising 17% year-over-year to $34.8 billion and net interest income increasing 11% to $101.4 million, indicating sustained demand in agriculture and renewable energy financing.
See More
Federal Agricultural Mortgage Corporation Reports Record Q1 2026 Earnings
- Record Performance: In Q1 2026, Federal Agricultural Mortgage Corporation reported outstanding business volume approaching $35 billion, with revenue around $110 million and core earnings of $52 million, all marking all-time highs and reflecting the company's strong market performance and growth potential.
- Strong New Business Growth: The company delivered $1.5 billion in net new business volume in the first quarter, bringing total outstanding volume to a record $34.8 billion, indicating robust operational momentum across all business segments and signaling continued growth ahead.
- Enhanced Profitability: Q1 earnings per diluted share reached $4.74, exceeding analysts' expectations of $4.44, showcasing the company's exceptional performance in profitability and capital management, which further boosts investor confidence.
- Smooth Leadership Transition: CEO Nordholm reported that the CEO succession process is progressing well and ahead of schedule, reflecting the company's stability in strategic planning and leadership, which is crucial for maintaining ongoing business growth and market competitiveness.
See More
Federal Agricultural Mortgage Q1 Earnings Beat Expectations
- Earnings Beat: Federal Agricultural Mortgage Corporation (AGM) reported a Q1 non-GAAP EPS of $4.74, exceeding expectations by $0.30, which reflects strong profitability and boosts investor confidence.
- Revenue Growth: The company's revenue of $109.13 million, representing a 15.7% year-over-year increase, fell short of expectations by $1.63 million, indicating revenue pressures amid increasing market competition.
- Loan Growth Outlook: AGM anticipates robust loan growth in 2026, with business volume projected to reach $33.4 billion, suggesting that its strategic focus on capital allocation will drive future business expansion.
- Investor Day Insights: The recent Analyst/Investor Day highlighted AGM's ongoing business strategy and commitment to future growth, aiming to enhance market confidence in its long-term development.
See More
Risks and Opportunities in Value Stock Investing
- Kimberly-Clark's Growth Concerns: Trading at $98.40 per share with a forward P/E of 13.2x, Kimberly-Clark (KMB) faces organic sales challenges, with projected demand growth of only 2.1% over the next 12 months, potentially necessitating strategic adjustments or reliance on M&A for growth.
- Carnival's Investment Constraints: Carnival (CCL), priced at $24.14 per share with a forward P/E of 10.2x, suffers from low demand as evidenced by underwhelming passenger cruise days, and a free cash flow margin of just 7.6% over the past two years limits its ability to invest in growth initiatives.
- Farmer Mac's Lackluster Growth: Farmer Mac (AGM) trades at $140.99 per share with a forward P/E of 7.8x, but its annual growth rate of 3.7% falls short of the financial sector average, and its EPS growth of only 3.3% annually indicates insufficient profitability.
- Warning on Value Traps: While value stocks often trade at discounts, companies like Kimberly-Clark, Carnival, and Farmer Mac illustrate potential value traps, prompting investors to carefully assess fundamentals to avoid losses from undervalued investments.
See More
Federal Agricultural Mortgage Corp Reports Record Q1 Results
- Significant Growth: Federal Agricultural Mortgage Corp reported a 17% year-over-year increase in business volume to $34.8 billion in Q1, demonstrating strong execution and sustained customer demand, thereby solidifying its position as a leading small-cap value stock.
- Net Income Surge: Net interest income rose by 11% to $101.4 million, with net income attributable to shareholders reaching $51.8 million, or $4.75 per share, reflecting robust performance in the agricultural and rural infrastructure sectors.
- Portfolio Expansion: The net portfolio grew by $1.5 billion, indicating strong customer demand across all business segments, particularly with the Total Farm & Ranch portfolio increasing by $675.3 million, driven by higher loan purchase volumes.
- Strategic Positioning: CEO Brad Nordholm emphasized the company's commitment to providing vital liquidity to the agricultural and rural infrastructure sectors, supported by a diversified business model, strong capital position, and disciplined risk management to ensure sustainable growth going forward.
See More
Crown Advisors Fully Liquidates AGM Shares
- Complete Liquidation: Crown Advisors sold all 35,000 shares of Federal Agricultural Mortgage Corporation (AGM) in Q1, with an estimated transaction value of $5.73 million, indicating a complete exit from the position and a cautious outlook on market prospects.
- AUM Impact: This trade resulted in a 3.8% shift in 13F reportable AUM, while the quarter-end position value decreased by $6.14 million, reflecting the impact of market volatility on their investment portfolio.
- Company Overview: Federal Agricultural Mortgage Corporation focuses on supporting liquidity and capital access in the U.S. agricultural and rural infrastructure sectors, and its diversified business model positions it as a key player in rural credit markets, despite recent stock performance lagging.
- Investor Caution: While Farmer Mac benefits from durable demand in agriculture and renewable energy financing, analysts suggest investors consider other stocks with greater potential before buying, indicating a cautious sentiment regarding its future growth.
See More
Crown Advisors Fully Liquidates Stake in Federal Agricultural Mortgage Corporation
- Liquidation Transaction: Crown Advisors Management, Inc. fully liquidated its stake in Federal Agricultural Mortgage Corporation during Q1 2026, selling 35,000 shares for an estimated value of $5.73 million, reflecting a cautious outlook on the company's future performance.
- Impact on AUM: This liquidation reduced Federal Agricultural Mortgage Corporation's share in Crown Advisors' assets under management from 4.0% to 0%, indicating a strategic portfolio adjustment in response to market volatility.
- Market Performance: As of May 7, 2026, shares of Federal Agricultural Mortgage Corporation were priced at $182.63, up 8.3% over the past year but underperforming the S&P 500 by 22 percentage points, highlighting its lackluster market performance.
- Financial Health: Despite Crown Advisors' sale, Federal Agricultural Mortgage Corporation's latest earnings report showed strong business growth, with outstanding business volume rising 17% year-over-year to $34.8 billion and net interest income increasing 11% to $101.4 million, indicating sustained demand in agriculture and renewable energy financing.
See More
Federal Agricultural Mortgage Corporation Reports Record Q1 2026 Earnings
- Record Performance: In Q1 2026, Federal Agricultural Mortgage Corporation reported outstanding business volume approaching $35 billion, with revenue around $110 million and core earnings of $52 million, all marking all-time highs and reflecting the company's strong market performance and growth potential.
- Strong New Business Growth: The company delivered $1.5 billion in net new business volume in the first quarter, bringing total outstanding volume to a record $34.8 billion, indicating robust operational momentum across all business segments and signaling continued growth ahead.
- Enhanced Profitability: Q1 earnings per diluted share reached $4.74, exceeding analysts' expectations of $4.44, showcasing the company's exceptional performance in profitability and capital management, which further boosts investor confidence.
- Smooth Leadership Transition: CEO Nordholm reported that the CEO succession process is progressing well and ahead of schedule, reflecting the company's stability in strategic planning and leadership, which is crucial for maintaining ongoing business growth and market competitiveness.
See More
Federal Agricultural Mortgage Q1 Earnings Beat Expectations
- Earnings Beat: Federal Agricultural Mortgage Corporation (AGM) reported a Q1 non-GAAP EPS of $4.74, exceeding expectations by $0.30, which reflects strong profitability and boosts investor confidence.
- Revenue Growth: The company's revenue of $109.13 million, representing a 15.7% year-over-year increase, fell short of expectations by $1.63 million, indicating revenue pressures amid increasing market competition.
- Loan Growth Outlook: AGM anticipates robust loan growth in 2026, with business volume projected to reach $33.4 billion, suggesting that its strategic focus on capital allocation will drive future business expansion.
- Investor Day Insights: The recent Analyst/Investor Day highlighted AGM's ongoing business strategy and commitment to future growth, aiming to enhance market confidence in its long-term development.
See More
Risks and Opportunities in Value Stock Investing
- Kimberly-Clark's Growth Concerns: Trading at $98.40 per share with a forward P/E of 13.2x, Kimberly-Clark (KMB) faces organic sales challenges, with projected demand growth of only 2.1% over the next 12 months, potentially necessitating strategic adjustments or reliance on M&A for growth.
- Carnival's Investment Constraints: Carnival (CCL), priced at $24.14 per share with a forward P/E of 10.2x, suffers from low demand as evidenced by underwhelming passenger cruise days, and a free cash flow margin of just 7.6% over the past two years limits its ability to invest in growth initiatives.
- Farmer Mac's Lackluster Growth: Farmer Mac (AGM) trades at $140.99 per share with a forward P/E of 7.8x, but its annual growth rate of 3.7% falls short of the financial sector average, and its EPS growth of only 3.3% annually indicates insufficient profitability.
- Warning on Value Traps: While value stocks often trade at discounts, companies like Kimberly-Clark, Carnival, and Farmer Mac illustrate potential value traps, prompting investors to carefully assess fundamentals to avoid losses from undervalued investments.
See More
