Allianz Asset Management GmbH Boosts Stock Position in Archer Daniels Midland Company $ADM

Allianz Asset Management GmbH grew its holdings in shares of Archer Daniels Midland Company (NYSE:ADM) by 45.8% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 872,406 shares of the company’s stock after buying an additional 273,930 shares during the period. Allianz Asset Management GmbH owned 0.18% of Archer Daniels Midland worth $52,118,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also made changes to their positions in the company. Atlantic Union Bankshares Corp raised its position in shares of Archer Daniels Midland by 47.7% during the 3rd quarter. Atlantic Union Bankshares Corp now owns 2,974 shares of the company’s stock worth $178,000 after acquiring an additional 961 shares in the last quarter. Bridges Investment Management Inc. purchased a new position in Archer Daniels Midland in the third quarter valued at approximately $277,000. Jones Financial Companies Lllp raised its holdings in Archer Daniels Midland by 6.1% during the third quarter. Jones Financial Companies Lllp now owns 19,940 shares of the company’s stock worth $1,208,000 after purchasing an additional 1,149 shares in the last quarter. Convergence Investment Partners LLC purchased a new stake in shares of Archer Daniels Midland during the 3rd quarter worth approximately $1,466,000. Finally, Mediolanum International Funds Ltd boosted its holdings in shares of Archer Daniels Midland by 68.4% in the 3rd quarter. Mediolanum International Funds Ltd now owns 141,320 shares of the company’s stock valued at $8,523,000 after buying an additional 57,392 shares in the last quarter. 78.28% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of brokerages recently weighed in on ADM. BMO Capital Markets reissued a “market perform” rating and issued a $63.00 price target on shares of Archer Daniels Midland in a research report on Wednesday. Zacks Research raised Archer Daniels Midland from a “strong sell” rating to a “hold” rating in a report on Friday, January 23rd. UBS Group reissued a “buy” rating on shares of Archer Daniels Midland in a research report on Monday, December 15th. Morgan Stanley lowered Archer Daniels Midland from an “equal weight” rating to an “underweight” rating and cut their price target for the stock from $57.00 to $50.00 in a research report on Tuesday, December 16th. Finally, JPMorgan Chase & Co. increased their price objective on Archer Daniels Midland from $60.00 to $61.00 and gave the company an “underweight” rating in a report on Wednesday. One investment 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’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Reduce” and an average price target of $57.00.

Archer Daniels Midland News Summary

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

• Positive Sentiment: ADM raised its quarterly dividend to $0.52 (2% increase), supporting income investors and reinforcing the company’s long dividend track record. Archer Daniels Extending Royal Dividend Run With 2% Boost
• Positive Sentiment: Q4 EPS of $0.87 beat consensus (~$0.80), showing underlying profit resilience despite top‑line pressure. ADM Q4 results and press materials
• Neutral Sentiment: Management hosted an earnings call and published a slide deck/transcript that provide more color on segment performance and the drivers of the miss; useful for investors wanting detail. ADM Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Analyst writeups and earnings breakdowns (Zacks, Seeking Alpha) highlight mixed segment results — modest Nutrition growth offset by weaker Ag Services & Oilseeds and Carbohydrate volumes. Archer Daniels Q4 Earnings Beat Estimates, Lower Segment Sales Hurt
• Negative Sentiment: Revenue missed materially ($18.56B vs. ~$21.03B expected) and is down ~13.7% year‑over‑year, signaling demand/volume weakness. ADM Misses Q4 CY2025 Revenue Estimates
• Negative Sentiment: FY‑2026 EPS guidance (3.60–4.25) came in below consensus (~4.23), which, together with management commentary on U.S. biofuel policy delays and trade turbulence, prompted investor concern about near‑term profitability. WSJ: Profit, Revenue Fall on Biofuel Policy and Trade Uncertainty
• Negative Sentiment: Some sell‑side moves reflect this caution — JPMorgan upped its price target to $61 but maintains an Underweight rating (target implies downside vs. current levels), a datapoint that can weigh on sentiment. Benzinga: JPMorgan price target update
• Neutral Sentiment: An SEC settlement and governance changes were reported; investors should watch whether governance shifts materially affect the Nutrition growth story or management incentives. ADM SEC Settlement Reshapes Governance Outlook

Archer Daniels Midland Price Performance

Archer Daniels Midland stock opened at $67.28 on Thursday. The company has a debt-to-equity ratio of 0.33, a current ratio of 11.20 and a quick ratio of 0.92. The business has a 50 day simple moving average of $61.67 and a 200-day simple moving average of $60.52. Archer Daniels Midland Company has a 12 month low of $40.98 and a 12 month high of $69.75. The stock has a market capitalization of $32.33 billion, a PE ratio of 30.31, a price-to-earnings-growth ratio of 4.82 and a beta of 0.71.

Archer Daniels Midland (NYSE:ADM) last announced its quarterly earnings data on Tuesday, February 3rd. The company reported $0.87 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.80 by $0.07. The company had revenue of $18.56 billion for the quarter, compared to analysts’ expectations of $21.03 billion. Archer Daniels Midland had a net margin of 1.34% and a return on equity of 7.39%. Archer Daniels Midland’s revenue was down 13.7% compared to the same quarter last year. During the same period 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. Equities analysts predict that Archer Daniels Midland Company will post 4.31 earnings per share for the current year.

Archer Daniels Midland Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Tuesday, February 17th will be issued a dividend of $0.52 per share. This is an increase from Archer Daniels Midland’s previous quarterly dividend of $0.51. This represents a $2.08 annualized dividend and a yield of 3.1%. The ex-dividend date of this dividend is Tuesday, February 17th. Archer Daniels Midland’s dividend payout ratio is currently 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.