Archer Daniels Midland (NYSE:ADM) Updates FY 2026 Earnings Guidance

Archer Daniels Midland (NYSE:ADM) updated its FY 2026 earnings guidance on Tuesday. The company provided EPS guidance of 4.150-4.70 for the period, compared to the consensus EPS estimate of 4.270. The company issued revenue guidance of -.

Wall Street Analysts Forecast Growth

A number of research firms recently issued reports on ADM. Zacks Research raised shares of Archer Daniels Midland from a “hold” rating to a “strong-buy” rating in a research note on Monday, April 6th. JPMorgan Chase & Co. raised their target price on shares of Archer Daniels Midland from $61.00 to $65.00 and gave the company an “underweight” rating in a research note on Tuesday, March 24th. BMO Capital Markets reaffirmed a “market perform” rating and set a $63.00 target price on shares of Archer Daniels Midland in a research note on Wednesday, February 4th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Archer Daniels Midland in a research note on Monday, April 20th. Finally, Jefferies Financial Group increased their price target on shares of Archer Daniels Midland from $65.00 to $77.00 and gave the company a “hold” rating in a report on Monday, April 6th. One analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating, four have given a Hold rating and three have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Archer Daniels Midland presently has an average rating of “Hold” and a consensus price target of $65.00.

Archer Daniels Midland Stock Down 3.2%

Shares of NYSE:ADM traded down $2.52 during trading on Wednesday, reaching $76.67. 1,849,539 shares of the stock traded hands, compared to its average volume of 3,927,147. The stock has a 50-day moving average of $70.32 and a two-hundred day moving average of $64.88. Archer Daniels Midland has a 52-week low of $46.81 and a 52-week high of $81.75. The company has a debt-to-equity ratio of 0.29, a quick ratio of 0.83 and a current ratio of 1.37. The stock has a market cap of $36.95 billion, a P/E ratio of 34.55 and a beta of 0.59.

Archer Daniels Midland (NYSE:ADM) last issued its quarterly earnings results on Tuesday, May 5th. The company reported $0.71 earnings per share for the quarter, topping the consensus estimate of $0.66 by $0.05. The business had revenue of $20.49 billion for the quarter, compared to analysts’ expectations of $21.35 billion. Archer Daniels Midland had a net margin of 1.34% and a return on equity of 7.39%. The company’s revenue was up 1.6% compared to the same quarter last year. During the same quarter last year, the company posted $0.70 EPS. Archer Daniels Midland has set its FY 2026 guidance at 4.150-4.70 EPS. As a group, sell-side analysts expect that Archer Daniels Midland will post 4.42 earnings per share for the current fiscal year.

Insider Buying and Selling at Archer Daniels Midland

In related news, SVP Gregory A. Morris sold 50,000 shares of the company’s stock in a transaction dated Tuesday, March 10th. The shares were sold at an average price of $68.48, for a total transaction of $3,424,000.00. Following the transaction, the senior vice president directly owned 300,122 shares in the company, valued at approximately $20,552,354.56. This represents a 14.28% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, SVP Jennifer L. Weber sold 25,000 shares of the company’s stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $67.04, for a total transaction of $1,676,000.00. Following the transaction, the senior vice president owned 123,668 shares in the company, valued at $8,290,702.72. The trade was a 16.82% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 109,106 shares of company stock valued at $7,539,602 over the last quarter. 0.60% of the stock is owned by corporate insiders.

Trending Headlines about Archer Daniels Midland

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

• Positive Sentiment: ADM raised FY‑2026 adjusted EPS guidance to $4.15–$4.70, citing improved visibility from new U.S. biofuels rules that should boost demand for ethanol/biodiesel. ADM Raises Profit Outlook as US Biofuel Policy Boosts Demand
• Positive Sentiment: Q1 adjusted EPS of $0.71 topped consensus ($0.66), signaling operational strength despite top‑line pressure. Q1 Earnings Surpass Estimates
• Positive Sentiment: Management highlighted stronger ethanol and crush margins (biofuels and processing), and expectations of renewed soybean exports to China, supporting segment profitability. ADM Sees Biofuels Policy, Renewed China Trade Boosting Profits
• Neutral Sentiment: Market reacted bullishly—shares reached a 52‑week high after the report and guidance bump, reflecting investor re-rating on the outlook. Stock Hits 52-Week High
• Neutral Sentiment: Revenue missed expectations ($20.49B vs. ~$21.35B consensus), so top‑line growth remains uneven even as margins improve—watch sales trends in Ag Services & Oilseeds. Q1 Sales Miss
• Negative Sentiment: Q1 results included roughly $275M of net negative mark‑to‑market and timing impacts that depressed GAAP earnings—this adds volatility to quarterly comparisons. Q1 Results and Timing Impacts
• Negative Sentiment: Certain segments (Ag Services & Oilseeds) lagged and revenue mix pressures persist, so upside hinges on sustained biofuels demand and execution. Segment Performance

Hedge Funds Weigh In On Archer Daniels Midland

A number of hedge funds have recently added to or reduced their stakes in ADM. Dodge & Cox boosted its stake in shares of Archer Daniels Midland by 13.4% during the fourth quarter. Dodge & Cox now owns 17,084,645 shares of the company’s stock valued at $982,196,000 after purchasing an additional 2,016,101 shares in the last quarter. Jacobs Levy Equity Management Inc. raised its position in shares of 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 valued at $117,537,000 after purchasing an additional 1,256,596 shares during the last quarter. Rubric Capital Management LP acquired a new stake in shares of Archer Daniels Midland during the fourth quarter worth $63,330,000. Man Group plc acquired a new stake in shares of Archer Daniels Midland during the third quarter worth $41,036,000. Finally, Northern Trust Corp raised its holdings in shares of Archer Daniels Midland by 5.7% during the fourth quarter. Northern Trust Corp now owns 11,431,704 shares of the company’s stock worth $657,209,000 after purchasing an additional 612,974 shares during the last quarter. 78.28% of the stock is currently owned by institutional investors.

About Archer Daniels Midland

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.