DAVENPORT & Co LLC decreased its holdings in shares of Archer Daniels Midland Company (NYSE:ADM – Free Report) by 67.4% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,984 shares of the company’s stock after selling 12,399 shares during the period. DAVENPORT & Co LLC’s holdings in Archer Daniels Midland were worth $344,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Stolper Co lifted its holdings in Archer Daniels Midland by 1.7% during the fourth quarter. Stolper Co now owns 36,843 shares of the company’s stock valued at $2,118,000 after purchasing an additional 614 shares in the last quarter. Contravisory Investment Management Inc. purchased a new stake in shares of Archer Daniels Midland during the fourth quarter worth about $76,000. Avanza Fonder AB purchased a new stake in shares of Archer Daniels Midland during the fourth quarter worth about $108,000. SG Americas Securities LLC raised its position in shares of Archer Daniels Midland by 26.6% during the 4th quarter. SG Americas Securities LLC now owns 70,613 shares of the company’s stock worth $4,060,000 after purchasing an additional 14,829 shares during the last quarter. Finally, Assenagon Asset Management S.A. lifted its stake in Archer Daniels Midland by 1,542.1% in the 4th quarter. Assenagon Asset Management S.A. now owns 397,444 shares of the company’s stock valued at $22,849,000 after buying an additional 373,241 shares in the last quarter. Hedge funds and other institutional investors own 78.28% of the company’s stock.
Analyst Ratings Changes
ADM has been the topic of several research analyst reports. Morgan Stanley cut Archer Daniels Midland from an “equal weight” rating to an “underweight” rating and lowered their price objective for the stock from $57.00 to $50.00 in a report on Tuesday, December 16th. Barclays raised their target price on Archer Daniels Midland from $68.00 to $77.00 and gave the company an “equal weight” rating in a research report on Wednesday. Zacks Research raised Archer Daniels Midland from a “strong sell” rating to a “hold” rating in a research note on Friday, January 23rd. UBS Group reissued a “buy” rating on shares of Archer Daniels Midland in a research note on Monday, December 15th. Finally, JPMorgan Chase & Co. raised their price objective on Archer Daniels Midland from $61.00 to $65.00 and gave the company an “underweight” rating in a report on Tuesday, March 24th. One research analyst has rated the stock with a Buy rating, five have assigned a Hold rating and three have given a Sell rating to the company. According to MarketBeat, the stock currently has an average rating of “Reduce” and an average target price of $59.86.
Archer Daniels Midland Stock Down 0.5%
ADM stock opened at $72.31 on Thursday. The company has a current ratio of 1.37, a quick ratio of 0.83 and a debt-to-equity ratio of 0.29. The firm has a 50-day moving average of $68.88 and a two-hundred day moving average of $63.32. Archer Daniels Midland Company has a 12 month low of $40.98 and a 12 month high of $74.19. The company has a market cap of $34.84 billion, a price-to-earnings ratio of 32.57, a PEG ratio of 0.89 and a beta of 0.64.
Archer Daniels Midland (NYSE:ADM – Get Free Report) last posted its quarterly earnings results on Tuesday, February 3rd. The company reported $0.87 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 business had revenue of $18.56 billion during the quarter, compared to analyst estimates of $21.03 billion. During the same period in the prior year, the business earned $1.14 earnings per share. The business’s revenue 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, 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 business also recently announced a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 17th were issued a $0.52 dividend. This represents a $2.08 annualized dividend and a yield of 2.9%. The ex-dividend date was Tuesday, February 17th. This is an increase from Archer Daniels Midland’s previous quarterly dividend of $0.51. Archer Daniels Midland’s dividend payout ratio (DPR) is currently 93.69%.
Key Headlines Impacting Archer Daniels Midland
Here are the key news stories impacting Archer Daniels Midland this week:
- Positive Sentiment: Multiple articles highlight ADM as a long-term value stock, pointing to attractive valuation, durable commodities exposure and Zacks style-score support — a positive narrative for long-horizon investors. MSN Article Yahoo Finance Article Zacks Article
- Positive Sentiment: Barclays raised its price target to $77 from $68 and kept an “equal weight” rating — the PT lift signals modest analyst optimism (roughly mid-single-digit upside vs. current levels). TickerReport Benzinga
- Positive Sentiment: Corporate governance update — ADM added Michael McMurray to its board and committee rosters, which the company frames as strengthening audit and sustainability oversight and supporting South American operations expansion. Yahoo – Board Appointment
- Neutral Sentiment: Market-flow notes — ADM had intraday gains recently (reported +1.31% to $72.69 in a prior session) but has trailed broader market returns, underscoring mixed momentum. Yahoo – Price Move Zacks – Price Move
- Neutral Sentiment: Brief market commentary: MarketWatch noted a recent uptick but overall underperformance vs. peers, signaling mixed investor sentiment. MarketWatch
- Negative Sentiment: Options market stress: implied volatility has surged for ADM options, suggesting traders expect bigger near-term moves and raising hedging costs — a sign of elevated short-term uncertainty that can pressure the stock. Yahoo – Options IV
Insider Buying and Selling
In related news, SVP Jennifer L. Weber sold 25,000 shares of the firm’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 completion of the sale, the senior vice president directly owned 123,668 shares in the company, valued at approximately $8,290,702.72. This trade represents a 16.82% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, SVP Ian R. Pinner sold 34,106 shares of Archer Daniels Midland stock in a transaction dated Friday, March 13th. The stock was sold at an average price of $71.53, for a total transaction of $2,439,602.18. Following the transaction, the senior vice president directly owned 90,676 shares in the company, valued at $6,486,054.28. This trade represents a 27.33% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 109,106 shares of company stock valued at $7,539,602 over the last 90 days. Insiders own 1.20% of the company’s stock.
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.
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