Archer Daniels Midland (NYSE:ADM) Releases FY 2026 Earnings Guidance

Archer Daniels Midland (NYSE:ADM) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided earnings per share (EPS) guidance of 3.600-4.250 for the period, compared to the consensus estimate of 4.230. The company issued revenue guidance of -.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently commented on the company. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Archer Daniels Midland in a research note on Wednesday, January 21st. Morgan Stanley lowered shares of Archer Daniels Midland from an “equal weight” rating to an “underweight” rating and reduced their target price for the stock from $57.00 to $50.00 in a research note on Tuesday, December 16th. JPMorgan Chase & Co. raised their price target 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 upgraded Archer Daniels Midland from a “strong sell” rating to a “hold” rating in a report on Friday, January 23rd. Finally, UBS Group reiterated a “buy” rating on shares of Archer Daniels Midland in a research note on Monday, December 15th. One research analyst has rated the stock with a Buy rating, five have issued a Hold rating and three have assigned a Sell rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Reduce” and an average target price of $54.50.

Archer Daniels Midland Price Performance

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

Archer Daniels Midland (NYSE:ADM) last issued its quarterly earnings results on Tuesday, February 3rd. The company reported $0.87 earnings per share for the quarter, topping analysts’ consensus estimates of $0.84 by $0.03. The firm 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%.The business’s revenue was down 13.7% compared to the same quarter last year. During the same period last year, the business posted $1.14 EPS. 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 fiscal year.

Archer Daniels Midland Announces Dividend

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

More Archer Daniels Midland News

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

Hedge Funds Weigh In On Archer Daniels Midland

Large investors have recently made changes to their positions in the stock. Caitong International Asset Management Co. Ltd raised its holdings in shares of 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 acquiring an additional 386 shares in the last quarter. Pin Oak Investment Advisors Inc. purchased a new stake in Archer Daniels Midland during the 3rd quarter valued at about $52,000. MUFG Securities EMEA plc purchased a new stake in shares of Archer Daniels Midland during the second quarter valued at approximately $74,000. Geneos Wealth Management Inc. boosted its position in Archer Daniels Midland by 44.4% during the 2nd quarter. Geneos Wealth Management Inc. now owns 3,472 shares of the company’s stock valued at $183,000 after buying an additional 1,067 shares during the period. Finally, Brown Brothers Harriman & Co. grew its stake in shares of Archer Daniels Midland by 17.8% in 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 during the last quarter. 78.28% of the stock is owned by institutional investors.

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.