Community Bank N.A. cut its position in Archer Daniels Midland Company (NYSE:ADM – Free Report) by 23.1% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 30,455 shares of the company’s stock after selling 9,147 shares during the period. Community Bank N.A.’s holdings in Archer Daniels Midland were worth $1,819,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
A number of other large investors also recently modified their holdings of the company. Woodline Partners LP increased its stake in Archer Daniels Midland by 40.8% in the 1st quarter. Woodline Partners LP now owns 40,429 shares of the company’s stock worth $1,941,000 after buying an additional 11,715 shares in the last quarter. Allworth Financial LP raised its holdings in Archer Daniels Midland by 132.3% during the second quarter. Allworth Financial LP now owns 13,294 shares of the company’s stock valued at $702,000 after acquiring an additional 7,571 shares during the period. Vise Technologies Inc. purchased a new position in shares of Archer Daniels Midland in the second quarter valued at about $334,000. Geode Capital Management LLC boosted its stake 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 worth $654,772,000 after acquiring an additional 283,207 shares during the period. Finally, Police & Firemen s Retirement System of New Jersey grew its position in shares of Archer Daniels Midland by 4.5% during the second quarter. Police & Firemen s Retirement System of New Jersey now owns 72,345 shares of the company’s stock worth $3,818,000 after purchasing an additional 3,132 shares in the last quarter. Hedge funds and other institutional investors own 78.28% of the company’s stock.
Insider Activity at Archer Daniels Midland
In other Archer Daniels Midland news, Director David R. Mcatee II purchased 7,500 shares of the firm’s stock in a transaction that occurred on Thursday, February 5th. The shares were bought at an average price of $64.90 per share, with a total value of $486,750.00. Following the completion of the purchase, the director directly owned 7,500 shares in the company, valued at $486,750. This trade represents a ∞ increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, SVP Jennifer L. Weber sold 25,000 shares of Archer Daniels Midland stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $67.04, for a total transaction of $1,676,000.00. Following the completion of the transaction, the senior vice president directly owned 123,668 shares of the company’s stock, valued at $8,290,702.72. The trade was a 16.82% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 1.20% of the stock is owned by insiders.
Archer Daniels Midland Price Performance
Archer Daniels Midland (NYSE:ADM – Get Free Report) last released its quarterly earnings data on Tuesday, February 3rd. The company reported $0.87 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.80 by $0.07. The business had revenue of $18.56 billion for the quarter, compared to the consensus estimate of $21.03 billion. Archer Daniels Midland had a return on equity of 7.39% and a net margin of 1.34%.The company’s revenue was down 13.7% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.14 EPS. Archer Daniels Midland has set its FY 2026 guidance at 3.600-4.250 EPS. On average, research analysts expect that Archer Daniels Midland Company will post 4.31 EPS for the current fiscal year.
Archer Daniels Midland Increases Dividend
The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Investors of record on Tuesday, February 17th were given a $0.52 dividend. This is a boost from Archer Daniels Midland’s previous quarterly dividend of $0.51. This represents a $2.08 annualized dividend and a yield of 2.9%. The ex-dividend date was Tuesday, February 17th. Archer Daniels Midland’s dividend payout ratio (DPR) is presently 93.69%.
Key Stories Impacting Archer Daniels Midland
Here are the key news stories impacting Archer Daniels Midland this week:
- Positive Sentiment: Analyst research (Morningstar) sees higher near-term profits for ADM tied to volatility in commodity markets from the Middle East conflict, which can boost trading and merchandising margins. Read More.
- Positive Sentiment: ADM announced a $500K partnership with American Farmland Trust under its Farm Forward initiative — a positive ESG/community move that supports farmer relationships and long-term supply resilience. Read More.
- Positive Sentiment: The company is pursuing $500–$750M of cost reductions while investing in nutrition, biosolutions and alternative proteins — a mix intended to protect margins and support long-term growth. Read More.
- Neutral Sentiment: Recent price momentum — ADM has surged ~59% over the past year and recently hit a 52-week high — prompting renewed valuation checks by market commentators. Momentum supports sentiment but raises valuation scrutiny. Read More. · Read More.
- Neutral Sentiment: Institutional activity shows some buying alongside rebalancing; that supports liquidity but is mixed in magnitude and not a clear directional catalyst. Read More.
- Negative Sentiment: Insider selling: SVP Gregory Morris sold 50,000 shares (~$3.4M) recently. Large insider sales can unsettle investors even when not unusual. Read More.
- Negative Sentiment: Analyst caution: several sell/hold ratings and a consensus price target well below the current price imply limited upside in some sell‑side views, which can cap gains if earnings or outlook disappoint. Read More.
- Negative Sentiment: Dividend payout ratio is high (~94%) despite a small raise; that raises questions about payout sustainability if earnings slip. Read More.
Analyst Upgrades and Downgrades
Several analysts recently issued reports on ADM shares. UBS Group reissued a “buy” rating on shares of Archer Daniels Midland in a research note on Monday, December 15th. Zacks Research raised shares of Archer Daniels Midland from a “strong sell” rating to a “hold” rating in a report on Friday, January 23rd. JPMorgan Chase & Co. lifted their price objective on shares of Archer Daniels Midland from $60.00 to $61.00 and gave the company an “underweight” rating in a research report on Wednesday, February 4th. Barclays boosted their target price on shares of Archer Daniels Midland from $61.00 to $68.00 and gave the stock an “equal weight” rating in a report on Thursday, February 19th. Finally, Morgan Stanley cut shares of Archer Daniels Midland from an “equal weight” rating to an “underweight” rating and cut their target price for the company from $57.00 to $50.00 in a research note on Tuesday, December 16th. One equities research analyst has rated the stock with a Buy rating, five have assigned a Hold rating and three have issued a Sell rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Reduce” and an average price target of $58.00.
View Our Latest Stock Analysis on ADM
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.
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