Federal Agricultural Mortgage Corporation, widely known as Farmer Mac (AGM), is a shareholder-owned, federally chartered corporation — a government-sponsored enterprise (GSE) that provides a secondary market for agricultural and rural infrastructure credit. It is a stock, not an exchange-traded fund, and analyst coverage is relatively thin.
Two clearly attributable, current price targets were reviewed. Keefe, Bruyette & Woods analyst Bose George raised the firm's target to $255 from $228 on August 3, 2026, maintaining an Outperform rating, based on roughly an 11x multiple applied to 2027 earnings per share (EPS). Separately, Sidoti & Company's Brendan McCarthy, CFA, maintained a $226 target with a Buy rating following first-quarter 2026 results, also using an 11x multiple on 2027 EPS. The arithmetic mean is $240.50, rounded to $240.
The two firms differ modestly on near-term EPS assumptions rather than on valuation multiple, which is why the range ($226–$255) is fairly tight. Some data aggregators cite a higher average near $255–$257 by including additional targets that could not be independently verified with a named analyst, firm, and date; those were excluded here. Overall, the analyst view is cautiously constructive, with both verified targets carrying Buy/Outperform ratings.
The stock traded near $203 in mid-October 2026, giving it a market capitalization of roughly $2.2 billion. Reaching $240 implies about 18% upside — a substantial move for a financial firm, though not an extreme one given its trading history. The shares sit within a 52-week range of about $136.57 to $248.29.
The path toward $240 is fundamentally driven rather than reliant on multiple expansion. The stock trades near 11x trailing and roughly 10x forward earnings, below the 11x–13x forward range Sidoti cites as its five-year average. If Farmer Mac continues compounding core EPS — consensus estimates point to roughly $20.88 in 2026 and $23.14 in 2027 — a stable-to-modestly-higher multiple could carry the shares toward the target without requiring a re-rating.
The stock's 52-week low of about $136.57 and high of about $248.29 frame the current picture. At roughly $203, the shares sit in the upper-middle of that range. A move to $240 would approach the prior 52-week high near $248, which could act as a resistance level if the stock re-tests it. On the downside, the psychologically important $200 level and the area around $180–$185 represent nearby reference zones, though no verified support level should be treated as a guarantee.
Analyst price targets generally reflect a research horizon of roughly 12 months, and both verified targets here are anchored to 2027 earnings estimates. Investors should watch third-quarter results (expected around early November 2026), updates to full-year efficiency guidance, the planned credit-risk transfer program, and credit metrics such as non-accrual and provision trends. Broader drivers include the Federal Reserve's interest-rate path, farm-economy indicators, and commodity and input-cost trends.
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The $240 central target is a modest, analyst-derived figure — the mean of two verified targets ($226 and $255) — and implies an 18% move from current levels. The bull case rests on record volumes, a widening net effective spread, durable long-term growth guidance, and strong capital. The bear case centers on credit quality, structural leverage, rate sensitivity, and agricultural-cycle risk. With coverage thin and at least one recent downgrade, analyst conviction is positive but not unanimous. Whether AGM reaches $240 will ultimately depend on sustained earnings growth and stable credit trends, and no outcome is guaranteed.
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A.I.dvisor indicates that over the last year, AGM has been loosely correlated with GATX. These tickers have moved in lockstep 53% of the time. This A.I.-generated data suggests there is some statistical probability that if AGM jumps, then GATX could also see price increases.
| Ticker / NAME | Correlation To AGM | 1D Price Change % | ||
|---|---|---|---|---|
| AGM | 100% | +1.65% | ||
| GATX - AGM | 53% Loosely correlated | +2.65% | ||
| BBDC - AGM | 50% Loosely correlated | +2.53% | ||
| R - AGM | 50% Loosely correlated | +0.49% | ||
| URI - AGM | 49% Loosely correlated | -4.37% | ||
| AER - AGM | 47% Loosely correlated | +2.04% | ||
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| Ticker / NAME | Correlation To AGM | 1D Price Change % |
|---|---|---|
| AGM | 100% | +1.65% |
| Savings Banks industry (54 stocks) | 12% Poorly correlated | -2.35% |
| Banks industry (430 stocks) | -4% Poorly correlated | -2.23% |