Groupama Asset Managment raised its holdings in shares of Archer Daniels Midland Company (NYSE:ADM – Free Report) by 106.7% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 15,797 shares of the company’s stock after buying an additional 8,155 shares during the period. Groupama Asset Managment’s holdings in Archer Daniels Midland were worth $944,000 at the end of the most recent reporting period.
Several other hedge funds and other institutional investors have also recently modified their holdings of the business. Dodge & Cox lifted its position in shares of Archer Daniels Midland by 130.1% during the third quarter. Dodge & Cox now owns 15,068,544 shares of the company’s stock worth $900,195,000 after purchasing an additional 8,518,920 shares during the last quarter. Norges Bank bought a new position in shares of Archer Daniels Midland in the second quarter worth about $340,247,000. Pacer Advisors Inc. grew its holdings in shares of Archer Daniels Midland by 8,609.3% in the third quarter. Pacer Advisors Inc. now owns 4,405,427 shares of the company’s stock worth $263,180,000 after purchasing an additional 4,354,844 shares during the last quarter. Jacobs Levy Equity Management Inc. increased its stake in Archer Daniels Midland by 176.8% in the 3rd quarter. Jacobs Levy Equity Management Inc. now owns 1,967,471 shares of the company’s stock worth $117,537,000 after buying an additional 1,256,596 shares during the period. Finally, Munich Reinsurance Co Stock Corp in Munich bought a new stake in Archer Daniels Midland during the 3rd quarter valued at about $61,290,000. 78.28% of the stock is currently owned by hedge funds and other institutional investors.
Analyst Ratings Changes
Several equities research analysts have issued reports on ADM shares. Morgan Stanley cut shares of Archer Daniels Midland from an “equal weight” rating to an “underweight” rating and lowered their price objective for the company from $57.00 to $50.00 in a research report on Tuesday, December 16th. UBS Group reaffirmed a “buy” rating on shares of Archer Daniels Midland in a research note on Monday, December 15th. Zacks Research upgraded Archer Daniels Midland from a “strong sell” rating to a “hold” rating in a report on Friday, January 23rd. Barclays increased their price objective on Archer Daniels Midland from $61.00 to $68.00 and gave the stock an “equal weight” rating in a research note on Thursday, February 19th. Finally, BMO Capital Markets restated a “market perform” rating and set a $63.00 price objective on shares of Archer Daniels Midland in a report on Wednesday, February 4th. One research analyst has rated the stock with a Buy rating, five have assigned a Hold rating and three have assigned a Sell rating to the stock. Based on data from MarketBeat.com, Archer Daniels Midland currently has a consensus rating of “Reduce” and an average price target of $58.00.
Archer Daniels Midland Price Performance
ADM opened at $66.03 on Friday. The firm has a market capitalization of $31.77 billion, a PE ratio of 29.74, a price-to-earnings-growth ratio of 0.86 and a beta of 0.68. The company has a debt-to-equity ratio of 0.29, a current ratio of 1.37 and a quick ratio of 0.83. The business’s 50-day moving average is $67.84 and its two-hundred day moving average is $62.78. Archer Daniels Midland Company has a 1 year low of $40.98 and a 1 year high of $73.72.
Archer Daniels Midland (NYSE:ADM – Get Free Report) last posted its quarterly earnings data on Tuesday, February 3rd. The company reported $0.87 earnings per share for the quarter, topping analysts’ consensus estimates of $0.80 by $0.07. Archer Daniels Midland had a return on equity of 7.39% and a net margin of 1.34%.The firm had revenue of $18.56 billion during the quarter, compared to analysts’ expectations of $21.03 billion. During the same quarter last year, the firm earned $1.14 EPS. The business’s quarterly revenue was down 13.7% on a year-over-year basis. Archer Daniels Midland has set its FY 2026 guidance at 3.600-4.250 EPS. Research analysts anticipate that Archer Daniels Midland Company will post 4.31 earnings per share for the current fiscal year.
Archer Daniels Midland Increases Dividend
The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 17th were issued a dividend of $0.52 per share. This represents a $2.08 annualized dividend and a dividend yield of 3.2%. This is an increase from Archer Daniels Midland’s previous quarterly dividend of $0.51. The ex-dividend date was Tuesday, February 17th. Archer Daniels Midland’s dividend payout ratio is currently 93.69%.
Key Headlines Impacting Archer Daniels Midland
Here are the key news stories impacting Archer Daniels Midland this week:
- Positive Sentiment: ADM is executing cost-savings and portfolio repositioning: management is sharpening structure, expanding alternative proteins and starches, lifting Flavors margins and investing in digital/biosolutions — moves Zacks says should support long-term higher-value growth. Will Archer Daniels’ Strategic Moves & Cost Savings Aid Growth?
- Positive Sentiment: Governance/ethics recognition: ADM was named a global ethics leader for the seventh consecutive year — a reputational positive that can reduce stakeholder risk and support premium customer/partner relationships. Archer-Daniels-Midland Recognized for Seventh Consecutive Year as a Global Ethics Leader
- Positive Sentiment: Options activity: there was an unusually large spike in call buying (~19,672 calls), signaling that some traders are positioning for a rebound or event-driven upside in ADM shares (short-term bullish signal).
- Neutral Sentiment: Sector outlooks (Zacks/Yahoo) highlight ADM alongside peers as positioned to benefit from long-term demand for sustainable food and ag innovation, but note near-term cost pressures — a structural positive tempered by cyclical risk. Zacks Industry Outlook Highlights
- Neutral Sentiment: ADM appears in agtech/food-innovation stock lists as a company shifting away from pure commodity exposure toward higher-margin, technology-driven products — supports a medium-term re-rating if execution holds. 5 Agriculture Operations Stocks to Watch
- Negative Sentiment: Near-term headwinds: a recent article grouping ADM with Bunge and others noted broad sector selling and ADM trading down, reflecting investor concern about commodity cycles and margin pressure. Archer-Daniels-Midland, Bunge Global, and Vital Farms stocks trade down
- Negative Sentiment: Industry margin pressures and trade-related volatility are highlighted across multiple write-ups; revenue softness in ADM’s latest quarter and ongoing cost volatility increase near-term execution risk. 5 Agriculture Operations Stocks to Watch Despite Trade-Related Challenges
Insider Activity at Archer Daniels Midland
In related news, SVP Ian R. Pinner sold 34,106 shares of the stock in a transaction that occurred on Friday, March 13th. The shares were sold at an average price of $71.53, for a total value of $2,439,602.18. Following the completion of the transaction, the senior vice president directly owned 90,676 shares of the company’s stock, valued at $6,486,054.28. This trade represents a 27.33% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director David R. Mcatee II bought 7,500 shares of the company’s stock in a transaction on Thursday, February 5th. The shares were bought at an average cost of $64.90 per share, for a total transaction of $486,750.00. Following the transaction, the director owned 7,500 shares in the company, valued at $486,750. The trade was a ∞ increase in their position. The SEC filing for this purchase provides additional information. Over the last quarter, insiders sold 109,106 shares of company stock valued at $7,539,602. Company insiders own 1.20% of the company’s stock.
Archer Daniels Midland Company 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.
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