Teacher Retirement System of Texas Decreases Position in Archer Daniels Midland Company $ADM

Teacher Retirement System of Texas decreased its position in Archer Daniels Midland Company (NYSE:ADM) by 13.7% during the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 62,905 shares of the company’s stock after selling 10,002 shares during the period. Teacher Retirement System of Texas’ holdings in Archer Daniels Midland were worth $3,758,000 at the end of the most recent reporting period.

A number of other hedge funds have also made changes to their positions in ADM. State Street Corp grew its stake in Archer Daniels Midland by 0.7% in the 2nd quarter. State Street Corp now owns 34,617,404 shares of the company’s stock valued at $1,827,107,000 after acquiring an additional 223,716 shares during the last quarter. Charles Schwab Investment Management Inc. raised its position in Archer Daniels Midland by 3.6% during the second quarter. Charles Schwab Investment Management Inc. now owns 18,076,118 shares of the company’s stock worth $954,058,000 after acquiring an additional 620,794 shares during the last quarter. Geode Capital Management LLC lifted its holdings in shares of Archer Daniels Midland by 2.3% in the second quarter. Geode Capital Management LLC now owns 12,457,546 shares of the company’s stock valued at $654,772,000 after purchasing an additional 283,207 shares in the last quarter. Dodge & Cox acquired a new stake in shares of Archer Daniels Midland in the second quarter valued at approximately $345,689,000. Finally, Norges Bank purchased a new position in shares of Archer Daniels Midland during the 2nd quarter worth approximately $340,247,000. Hedge funds and other institutional investors own 78.28% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research analysts recently issued reports on ADM shares. Morgan Stanley downgraded Archer Daniels Midland from an “equal weight” rating to an “underweight” rating and cut their price objective for the stock from $57.00 to $50.00 in a research report on Tuesday, December 16th. UBS Group reissued a “buy” rating on shares of Archer Daniels Midland in a report on Monday, December 15th. Zacks Research upgraded Archer Daniels Midland from a “strong sell” rating to a “hold” rating in a research report on Friday, January 23rd. JPMorgan Chase & Co. increased their price objective on Archer Daniels Midland from $59.00 to $60.00 and gave the company an “underweight” rating in a research note on Wednesday, January 21st. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of Archer Daniels Midland in a research note on Wednesday, January 21st. One research analyst has rated the stock with a Buy rating, five have issued a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat.com, Archer Daniels Midland has a consensus rating of “Reduce” and an average price target of $54.50.

Key Headlines Impacting Archer Daniels Midland

Here are the key news stories impacting Archer Daniels Midland this week:

• Positive Sentiment: JPMorgan says ADM is positioned for margin tailwinds into 2026, citing expectation of improving spreads and operational leverage that could boost profitability heading into the year. ADM positioned for margin tailwinds into 2026, according to JPMorgan
• Positive Sentiment: Analyst previews (Zacks) point to conditions that could produce an earnings beat in ADM’s upcoming quarter — ADM’s earnings surprise history and current indicators give markets reason to expect a stronger-than-consensus print. Archer Daniels Midland (ADM) Expected to Beat Earnings Estimates
• Neutral Sentiment: ADM confirmed the timing of its quarterly earnings release, keeping focus on upcoming results and guidance that will likely shape near-term trading. Archer Daniels Midland (ADM) to Release Quarterly Earnings on Tuesday
• Negative Sentiment: ADM agreed to a settlement with the SEC related to prior reporting on intersegment sales and will pay $40 million to resolve the probe; the company did not admit or deny wrongdoing. This cash outlay and the reputational impact from an accounting probe are near-term negatives investors must price in. ADM to Pay $40 Million to Settle SEC Accounting Fraud Probe ADM Announces Closure of Government Investigations Related to ADM’s Prior Reporting
• Negative Sentiment: A recent opinion piece outlines “3 reasons ADM is risky” and recommends an alternative stock, highlighting investor concerns about valuation, execution and governance that could weigh on sentiment despite operational positives. 3 Reasons ADM is Risky and 1 Stock to Buy Instead

Archer Daniels Midland Price Performance

ADM stock opened at $68.27 on Wednesday. The stock has a market capitalization of $32.81 billion, a price-to-earnings ratio of 27.86, a price-to-earnings-growth ratio of 4.61 and a beta of 0.70. The company has a quick ratio of 0.92, a current ratio of 1.37 and a debt-to-equity ratio of 0.29. Archer Daniels Midland Company has a 52-week low of $40.98 and a 52-week high of $68.45. The stock’s fifty day simple moving average is $60.66 and its 200-day simple moving average is $60.00.

Archer Daniels Midland (NYSE:ADM) last released its earnings results on Tuesday, November 4th. The company reported $0.92 EPS for the quarter, beating the consensus estimate of $0.89 by $0.03. Archer Daniels Midland had a return on equity of 8.01% and a net margin of 1.43%.The firm had revenue of $20.37 billion during the quarter, compared to analyst estimates of $20.96 billion. During the same period in the prior year, the firm posted $1.09 earnings per share. The business’s quarterly revenue was up 2.2% compared to the same quarter last year. Archer Daniels Midland has set its FY 2025 guidance at 3.250-3.500 EPS. Equities research analysts expect that Archer Daniels Midland Company will post 4.31 EPS for the current year.

Archer Daniels Midland Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Thursday, December 11th. Investors of record on Wednesday, November 19th were given a $0.51 dividend. The ex-dividend date of this dividend was Wednesday, November 19th. This represents a $2.04 annualized dividend and a dividend yield of 3.0%. Archer Daniels Midland’s dividend payout ratio (DPR) is currently 83.27%.

Archer Daniels Midland Profile

Archer Daniels Midland Company (ADM) is a global agricultural processor and food-ingredient provider that sources, transports and processes oilseeds, corn, wheat and other agricultural commodities. The company operates large-scale crushing, refining and processing facilities that produce vegetable oils, protein meals, corn sweeteners, starches, ethanol, animal feeds and a wide range of food and industrial ingredients. ADM also develops specialty ingredients and solutions for human and animal nutrition, food and beverage formulation, and industrial applications such as bio-based materials and renewable fuels.

ADM’s business combines commodity origination and merchandising with downstream manufacturing and ingredient formulation.