Archer Daniels Midland (NYSE:ADM) Releases Earnings Results

Archer Daniels Midland (NYSE:ADM) issued its earnings results on Tuesday. The company reported $0.87 earnings per share for the quarter, topping the consensus estimate of $0.84 by $0.03, FiscalAI reports. The company had revenue of $18.56 billion during the quarter, compared to the consensus estimate of $21.03 billion. Archer Daniels Midland had a return on equity of 8.01% and a net margin of 1.43%.

Archer Daniels Midland Stock Performance

Shares of ADM stock opened at $67.97 on Tuesday. Archer Daniels Midland has a 12-month low of $40.98 and a 12-month high of $69.75. The company has a debt-to-equity ratio of 0.29, a current ratio of 1.37 and a quick ratio of 0.92. The firm has a market capitalization of $32.67 billion, a price-to-earnings ratio of 27.74, a price-to-earnings-growth ratio of 4.61 and a beta of 0.70. The business has a 50 day simple moving average of $61.38 and a 200 day simple moving average of $60.38.

Archer Daniels Midland Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, December 11th. Investors of record on Wednesday, November 19th were issued a $0.51 dividend. This represents a $2.04 dividend on an annualized basis and a yield of 3.0%. The ex-dividend date of this dividend was Wednesday, November 19th. Archer Daniels Midland’s dividend payout ratio is 83.27%.

Analyst Ratings Changes

A number of equities analysts have weighed in on ADM shares. Morgan Stanley cut shares of Archer Daniels Midland from an “equal weight” rating to an “underweight” rating and decreased their price objective for the company from $57.00 to $50.00 in a research report on Tuesday, December 16th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Archer Daniels Midland in a report on Wednesday, January 21st. Zacks Research raised shares of Archer Daniels Midland from a “strong sell” rating to a “hold” rating in a research report on Friday, January 23rd. JPMorgan Chase & Co. boosted their price objective on Archer Daniels Midland from $59.00 to $60.00 and gave the company an “underweight” rating in a report on Wednesday, January 21st. Finally, UBS Group reiterated 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 given a Hold rating and three have assigned a Sell rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Reduce” and a consensus price target of $54.50.

Institutional Investors Weigh In On Archer Daniels Midland

A number of hedge funds and other institutional investors have recently modified their holdings of ADM. Caitong International Asset Management Co. Ltd grew its position in Archer Daniels Midland by 313.8% in the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 509 shares of the company’s stock valued at $30,000 after buying an additional 386 shares in the last quarter. Pin Oak Investment Advisors Inc. bought a new position in shares of Archer Daniels Midland in the third quarter valued at approximately $52,000. MUFG Securities EMEA plc acquired a new position in shares of Archer Daniels Midland during the second quarter valued at approximately $74,000. Brown Brothers Harriman & Co. raised its holdings in Archer Daniels Midland by 17.8% during the third quarter. Brown Brothers Harriman & Co. now owns 3,090 shares of the company’s stock worth $185,000 after purchasing an additional 467 shares in the last quarter. Finally, Geneos Wealth Management Inc. lifted its position in Archer Daniels Midland by 44.4% in the second quarter. Geneos Wealth Management Inc. now owns 3,472 shares of the company’s stock worth $183,000 after purchasing an additional 1,067 shares during the period. 78.28% of the stock is currently owned by institutional investors.

Archer Daniels Midland News Roundup

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

• Positive Sentiment: Board approved a 2% dividend increase, extending ADM’s long dividend track record — supports income-oriented investors and signals confidence in cash flow. Archer Daniels Extending Royal Dividend Run With 2% Boost
• Positive Sentiment: Q4 EPS of $0.87 topped consensus ($0.84), indicating some operational resilience despite top-line weakness. ADM Press Release
• Neutral Sentiment: SEC settlement announced that may reshape governance and the company’s nutrition growth story; clears some regulatory overhang but keeps management oversight in focus. ADM SEC Settlement Reshapes Governance Outlook For Nutrition Growth Story
• Neutral Sentiment: Quarterly coverage and snapshots summarize mixed metrics (EPS beat, revenue miss, low net margin) — useful for analysts adjusting models. ADM: Q4 Earnings Snapshot
• Negative Sentiment: Management issued disappointing 2026 guidance and profit forecasts, triggering a sharp intraday share drop as investors reassess near-term earnings. ADM shares tumble as 2026 guidance disappoints despite Q4 earnings beat
• Negative Sentiment: Company forecasted lower 2026 profit citing delays in U.S. biofuel policy (RFS) implementation — a direct margin headwind for ADM’s biofuels and crush businesses. Grain trader ADM forecasts downbeat 2026 profit on US biofuel policy delay
• Negative Sentiment: WSJ reports Q4 profit and revenue declined amid trade and policy uncertainty — reinforces concerns about cyclical headwinds and volatility in global commodity markets. Archer Daniels Profit, Revenue Fall on Biofuel Policy and Trade Uncertainty
• Negative Sentiment: Ongoing accounting/governance issues remain a confidence overhang, flagged by pre-earnings coverage and investor scrutiny — increases perceived execution risk. ADM Earnings on Deck as Accounting Scandal Tests Investor Confidence

About Archer Daniels Midland

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.