Humankind Investments LLC Has $5.20 Million Stake in Archer Daniels Midland Company $ADM

Humankind Investments LLC reduced its stake in shares of Archer Daniels Midland Company (NYSE:ADM) by 12.3% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 87,117 shares of the company’s stock after selling 12,259 shares during the quarter. Archer Daniels Midland makes up approximately 1.2% of Humankind Investments LLC’s portfolio, making the stock its 14th largest position. Humankind Investments LLC’s holdings in Archer Daniels Midland were worth $5,204,000 as of its most recent SEC filing.

Other large investors have also recently added to or reduced their stakes in the company. Robeco Institutional Asset Management B.V. boosted its stake in shares of Archer Daniels Midland by 193.0% during the 3rd quarter. Robeco Institutional Asset Management B.V. now owns 557,621 shares of the company’s stock valued at $33,312,000 after buying an additional 367,293 shares during the period. AlphaQuest LLC acquired a new position in shares of Archer Daniels Midland in the third quarter worth $1,332,000. Allstate Corp purchased a new stake in shares of Archer Daniels Midland during the third quarter worth $1,044,000. Allianz Asset Management GmbH boosted its position in Archer Daniels Midland by 45.8% during the third quarter. Allianz Asset Management GmbH now owns 872,406 shares of the company’s stock valued at $52,118,000 after purchasing an additional 273,930 shares during the last quarter. Finally, Convergence Investment Partners LLC acquired a new stake in Archer Daniels Midland during the third quarter valued at $1,466,000. Institutional investors and hedge funds own 78.28% of the company’s stock.

Insider Buying and Selling at Archer Daniels Midland

In related news, SVP Gregory A. Morris sold 50,000 shares of the business’s stock in a transaction dated Tuesday, March 10th. The stock was sold at an average price of $68.48, for a total transaction of $3,424,000.00. Following the completion of the transaction, the senior vice president owned 300,122 shares of the company’s stock, valued at approximately $20,552,354.56. The trade was a 14.28% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, SVP Jennifer L. Weber sold 25,000 shares of the stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $67.04, for a total value of $1,676,000.00. Following the sale, the senior vice president owned 123,668 shares of the company’s stock, valued at approximately $8,290,702.72. The trade was a 16.82% decrease in their position. The SEC filing for this sale provides additional information. Corporate insiders own 0.70% of the company’s stock.

Archer Daniels Midland Stock Performance

ADM opened at $71.93 on Monday. 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 company has a market cap of $34.61 billion, a PE ratio of 32.40, a price-to-earnings-growth ratio of 0.96 and a beta of 0.68. The stock has a 50-day moving average of $66.91 and a 200-day moving average of $62.53. Archer Daniels Midland Company has a 52-week low of $40.98 and a 52-week high of $73.72.

Archer Daniels Midland (NYSE:ADM) last announced its quarterly earnings results on Tuesday, February 3rd. The company reported $0.87 EPS for the quarter, beating the consensus estimate 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 company had revenue of $18.56 billion for the quarter, compared to the consensus estimate of $21.03 billion. During the same quarter last year, the company posted $1.14 earnings per share. The company’s revenue for the quarter was down 13.7% compared to the same quarter last year. Archer Daniels Midland has set its FY 2026 guidance at 3.600-4.250 EPS. As a group, equities research analysts forecast that Archer Daniels Midland Company will post 4.31 earnings per share for the current fiscal year.

Archer Daniels Midland Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 17th were given a dividend of $0.52 per share. The ex-dividend date of this dividend was Tuesday, February 17th. This represents a $2.08 dividend on an annualized basis and a yield of 2.9%. This is a positive change from Archer Daniels Midland’s previous quarterly dividend of $0.51. Archer Daniels Midland’s dividend payout ratio (DPR) is presently 93.69%.

Analyst Upgrades and Downgrades

Several brokerages have weighed in on ADM. Morgan Stanley lowered Archer Daniels Midland from an “equal weight” rating to an “underweight” rating and dropped their target price for the stock from $57.00 to $50.00 in a research report on Tuesday, December 16th. BMO Capital Markets reissued a “market perform” rating and issued a $63.00 price target on shares of Archer Daniels Midland in a research note on Wednesday, February 4th. UBS Group restated a “buy” rating on shares of Archer Daniels Midland in a report on Monday, December 15th. JPMorgan Chase & Co. raised 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. Finally, Barclays lifted their target price on shares of Archer Daniels Midland from $61.00 to $68.00 and gave the company an “equal weight” rating in a research note on Thursday, February 19th. One equities research analyst has rated the stock with a Buy rating, five have given a Hold rating and three have given a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Reduce” and an average price target of $58.00.

Key Headlines 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.

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.