Archer Daniels Midland (NYSE:ADM – Free Report) had its target price hoisted by Barclays from $68.00 to $77.00 in a research note issued to investors on Wednesday,Benzinga reports. Barclays currently has an equal weight rating on the stock.
A number of other research analysts have also recently weighed in on ADM. BMO Capital Markets reaffirmed a “market perform” rating and issued a $63.00 price objective on shares of Archer Daniels Midland in a report on Wednesday, February 4th. Weiss Ratings restated a “hold (c)” rating on shares of Archer Daniels Midland in a research report on Wednesday, January 21st. Morgan Stanley cut Archer Daniels Midland from an “equal weight” rating to an “underweight” rating and reduced their price target for the stock from $57.00 to $50.00 in a report on Tuesday, December 16th. Zacks Research upgraded Archer Daniels Midland from a “strong sell” rating to a “hold” rating in a research report on Friday, January 23rd. Finally, UBS Group reissued a “buy” rating on shares of Archer Daniels Midland in a report on Monday, December 15th. One equities research analyst has rated the stock with a Buy rating, five have issued a Hold rating and three have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Reduce” and a consensus target price of $59.86.
Archer Daniels Midland Trading Down 0.5%
Archer Daniels Midland (NYSE:ADM – Get Free Report) last posted its earnings results on Tuesday, February 3rd. The company reported $0.87 earnings per share for the quarter, beating the consensus estimate of $0.80 by $0.07. Archer Daniels Midland had a net margin of 1.34% and a return on equity of 7.39%. The firm had revenue of $18.56 billion during the quarter, compared to analyst estimates of $21.03 billion. During the same period in the previous year, the firm earned $1.14 EPS. The business’s quarterly revenue was down 13.7% on a year-over-year basis. Archer Daniels Midland has set its FY 2026 guidance at 3.600-4.250 EPS. Analysts anticipate that Archer Daniels Midland will post 4.31 earnings per share for the current year.
Archer Daniels Midland Increases Dividend
The business also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Investors of record on Tuesday, February 17th were paid a $0.52 dividend. 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 boost from Archer Daniels Midland’s previous quarterly dividend of $0.51. Archer Daniels Midland’s dividend payout ratio is 93.69%.
Insider Transactions at Archer Daniels Midland
In other news, SVP Jennifer L. Weber sold 25,000 shares of Archer Daniels Midland stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $67.04, for a total value of $1,676,000.00. Following the sale, 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. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, SVP Ian R. Pinner sold 34,106 shares of the business’s stock in a transaction that occurred on Friday, March 13th. The stock was sold at an average price of $71.53, for a total value of $2,439,602.18. Following the sale, the senior vice president owned 90,676 shares of the company’s stock, valued at $6,486,054.28. The trade was a 27.33% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 109,106 shares of company stock valued at $7,539,602 in the last 90 days. Corporate insiders own 1.20% of the company’s stock.
Institutional Investors Weigh In On Archer Daniels Midland
Several institutional investors and hedge funds have recently added to or reduced their stakes in the business. Vanguard Group Inc. raised its position in shares of Archer Daniels Midland by 0.9% in the fourth quarter. Vanguard Group Inc. now owns 59,180,117 shares of the company’s stock valued at $3,402,265,000 after buying an additional 536,265 shares during the last quarter. State Street Corp boosted its position in Archer Daniels Midland by 0.7% during the second quarter. State Street Corp now owns 34,617,404 shares of the company’s stock worth $1,827,107,000 after acquiring an additional 223,716 shares during the last quarter. Charles Schwab Investment Management Inc. boosted its position in Archer Daniels Midland by 2.4% during the fourth quarter. Charles Schwab Investment Management Inc. now owns 18,829,140 shares of the company’s stock worth $1,082,487,000 after acquiring an additional 449,815 shares during the last quarter. Dodge & Cox grew its stake in Archer Daniels Midland by 13.4% during the 4th quarter. Dodge & Cox now owns 17,084,645 shares of the company’s stock valued at $982,196,000 after acquiring an additional 2,016,101 shares in the last quarter. Finally, Geode Capital Management LLC raised its holdings in Archer Daniels Midland by 0.9% in the 4th quarter. Geode Capital Management LLC now owns 12,628,065 shares of the company’s stock valued at $723,175,000 after acquiring an additional 109,556 shares during the last quarter. Institutional investors and hedge funds own 78.28% of the company’s stock.
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
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.
Further Reading
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