Agricultural finance company Farmer Mac (NYSE: AGM) reported Q3 CY2025 results beating Wall Street’s revenue expectations, with sales up 23% year on year to $105.1 million. Its non-GAAP profit of $4.52 per share was 1.2% above analysts’ consensus estimates.

Is now the time to buy Farmer Mac? Find out by accessing our full research report, it’s free for active Edge members.

Company Overview

Created by Congress in 1987 to build a bridge between Wall Street and rural America, Farmer Mac (NYSE: AGM) provides a secondary market for agricultural and rural loans, helping lenders increase their liquidity and lending capacity to serve rural America.

Revenue Growth

Reviewing a company’s long-term sales performance reveals insights into its quality. Any business can have short-term success, but a top-tier one grows for years. Thankfully, Farmer Mac’s 16.2% annualized revenue growth over the last five years was impressive. Its growth beat the average financials company and shows its offerings resonate with customers.

Long-term growth is the most important, but within financials, a half-decade historical view may miss recent interest rate changes and market returns. Farmer Mac’s recent performance shows its demand has slowed significantly as its annualized revenue growth of 7.2% over the last two years was well below its five-year trend. Note: Quarters not shown were determined to be outliers, impacted by outsized investment gains/losses that are not indicative of the recurring fundamentals of the business.

This quarter, Farmer Mac reported robust year-on-year revenue growth of 23%, and its $105.1 million of revenue topped Wall Street estimates by 4%.

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Key Takeaways from Farmer Mac’s Q3 Results

We enjoyed seeing Farmer Mac beat analysts’ revenue and EPS expectations this quarter. Overall, this print had some key positives. The stock traded up 4.6% to $165 immediately after reporting.

Farmer Mac put up rock-solid earnings, but one quarter doesn’t necessarily make the stock a buy. Let’s see if this is a good investment. The latest quarter does matter, but not nearly as much as longer-term fundamentals and valuation, when deciding if the stock is a buy. We cover that in our actionable full research report which you can read here, it’s free for active Edge members.