AlphaQuest LLC Makes New Investment in Archer Daniels Midland Company $ADM

AlphaQuest LLC bought a new position in Archer Daniels Midland Company (NYSE:ADM) in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 22,297 shares of the company’s stock, valued at approximately $1,332,000.

Several other hedge funds and other institutional investors also recently made changes to their positions in ADM. State Street Corp boosted its position in Archer Daniels Midland by 0.7% in the second quarter. State Street Corp now owns 34,617,404 shares of the company’s stock valued at $1,827,107,000 after buying an additional 223,716 shares in the last quarter. Charles Schwab Investment Management Inc. boosted its holdings in shares of Archer Daniels Midland by 3.6% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 18,076,118 shares of the company’s stock valued at $954,058,000 after acquiring an additional 620,794 shares in the last quarter. Geode Capital Management LLC grew its position in Archer Daniels Midland by 2.3% during the 2nd 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 last quarter. Dodge & Cox bought a new position in Archer Daniels Midland in the second quarter valued at about $345,689,000. Finally, Norges Bank acquired a new stake in shares of Archer Daniels Midland during the second quarter valued at about $340,247,000. 78.28% of the stock is owned by institutional investors.

Analysts Set New Price Targets

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

Key Stories Impacting Archer Daniels Midland

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

• Positive Sentiment: Company says it has resolved the Nutrition accounting matter, removing a key source of uncertainty and prompting investor focus on governance improvements. ADM Resolves Nutrition Accounting Case Putting Governance In Investor Focus
• Neutral Sentiment: Analysts and previews expect ADM’s upcoming Q4 report to show EPS pressure from Ag Services, Oilseeds and Carbohydrates even as Nutrition remains more stable — highlights where margins will be watched. Archer Daniels’ Q4 Earnings Coming Up: What’s in Store for the Stock?
• Neutral Sentiment: Deeper analyst detail on expected Q4 metrics points to areas investors should scrutinize beyond headline revenue/earnings — inventories, unit margins and segment flows. What Analyst Projections for Key Metrics Reveal About ADM (ADM) Q4 Earnings
• Neutral Sentiment: Coverage noting ADM’s settlement of the broader accounting scandal frames the outcome as closing a chapter but raises questions about controls and whether tech (e.g., AI) will be used to prevent future issues. ADM settles accounting scandal—can AI help prevent the next one?
• Negative Sentiment: SEC has filed suit against ADM’s former CFO alleging accounting fraud — a material governance and legal overhang that increases regulatory and litigation risk. SEC sues ex-ADM CFO, alleges accounting fraud
• Negative Sentiment: Multiple outlets report federal criminal charges and SEC actions against ex-executives and a $40M SEC charge for accounting/disclosure fraud — these raise potential fines, reputational damage and executive turnover risk. SEC charges ADM $40M for accounting, disclosure fraud
• Negative Sentiment: Coverage summarizes SEC takeaways and highlights governance lapses and disclosure weaknesses — factors investors will weigh when assessing management credibility. 5 takeaways from SEC’s actions in ADM accounting scandal
• Negative Sentiment: Investor-rights law firm is soliciting shareholders for potential claims against ADM directors and officers, signaling potential shareholder litigation. HALPER SADEH LLC ENCOURAGES ARCHER-DANIELS-MIDLAND COMPANY SHAREHOLDERS TO CONTACT THE FIRM TO DISCUSS THEIR RIGHTS
• Negative Sentiment: Additional press pieces detail federal fraud charges against the ex-CFO and enforcement actions against multiple former executives — increasing the chance of further financial and operational disruption. ADM’s ex-CFO faces federal fraud charges

Archer Daniels Midland Stock Performance

ADM stock opened at $67.28 on Monday. The firm has a market cap of $32.33 billion, a PE ratio of 27.46, a price-to-earnings-growth ratio of 4.61 and a beta of 0.71. The company has a current ratio of 1.37, a quick ratio of 0.92 and a debt-to-equity ratio of 0.29. The stock has a 50-day moving average price of $61.19 and a 200-day moving average price of $60.28. Archer Daniels Midland Company has a 1-year low of $40.98 and a 1-year high of $69.75.

Archer Daniels Midland (NYSE:ADM) last announced 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 company had revenue of $20.37 billion for the quarter, compared to analyst estimates of $20.96 billion. During the same quarter in the prior year, the company earned $1.09 EPS. The firm’s revenue for the quarter 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. As a group, equities research analysts expect that Archer Daniels Midland Company will post 4.31 earnings per share for the current year.

Archer Daniels Midland Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, December 11th. Stockholders of record on Wednesday, November 19th were given a dividend of $0.51 per share. 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 83.27%.

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.