Edgestream Partners L.P. trimmed its position in Archer Daniels Midland Company (NYSE:ADM – Free Report) by 97.0% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 3,626 shares of the company’s stock after selling 116,404 shares during the quarter. Edgestream Partners L.P.’s holdings in Archer Daniels Midland were worth $264,000 at the end of the most recent reporting period.
A number of other large investors have also added to or reduced their stakes in ADM. Woodline Partners LP boosted its position in shares of Archer Daniels Midland by 40.8% during the 1st quarter. Woodline Partners LP now owns 40,429 shares of the company’s stock valued at $1,941,000 after acquiring an additional 11,715 shares during the last quarter. Daiwa Securities Group Inc. lifted its position in Archer Daniels Midland by 5.3% during the second quarter. Daiwa Securities Group Inc. now owns 83,983 shares of the company’s stock valued at $4,433,000 after purchasing an additional 4,224 shares during the last quarter. Sei Investments Co. grew its stake in shares of Archer Daniels Midland by 40.0% in the 2nd quarter. Sei Investments Co. now owns 191,633 shares of the company’s stock worth $10,116,000 after buying an additional 54,746 shares in the last quarter. Glenview Trust co purchased a new position in shares of Archer Daniels Midland in the 2nd quarter worth $203,000. Finally, Treasurer of the State of North Carolina increased its holdings in shares of Archer Daniels Midland by 2.3% in the 2nd quarter. Treasurer of the State of North Carolina now owns 223,280 shares of the company’s stock worth $11,785,000 after buying an additional 5,051 shares during the last quarter. Institutional investors own 78.28% of the company’s stock.
Archer Daniels Midland News Summary
Here are the key news stories impacting Archer Daniels Midland this week:
- Positive Sentiment: ADM reported adjusted second-quarter EPS of $1.84, well above the roughly $1.42–$1.49 analyst consensus and nearly double the $0.93 earned a year earlier. Revenue rose 7.2% year over year to $22.68 billion, although it was slightly below estimates. ADM Q2 Earnings and Revenues Top Estimates
- Positive Sentiment: The company raised its 2026 adjusted EPS outlook to approximately $5.15–$5.60 from $4.15–$4.70. Management cited stronger oilseed crushing, ethanol and other biofuel economics, improved execution and gains in the Nutrition segment. ADM Reports Second Quarter 2026 Results
- Positive Sentiment: Barclays raised its ADM price target from $85 to $90 following the results, indicating additional potential upside, although it maintained an “equal weight” rating. Analysts Increase Forecasts Following Strong Q2 Results
- Neutral Sentiment: The improved outlook is ADM’s second forecast increase for 2026, with biofuels becoming a more important earnings driver. This improves near-term expectations but increases the company’s exposure to policy changes and volatile renewable-fuel margins. ADM Raises Annual Profit Forecast
- Negative Sentiment: Investors appear concerned that the earnings strength may not be fully durable if U.S. renewable-fuel policy support fades or crush and ethanol spreads normalize. ADM’s agricultural exposure also leaves results sensitive to crop supplies, pricing and farm-economy conditions. Is ADM’s Rally Getting Ahead of Its Policy Tailwind?
Archer Daniels Midland Price Performance
Archer Daniels Midland (NYSE:ADM – Get Free Report) last issued its quarterly earnings results on Tuesday, August 4th. The company reported $1.84 EPS for the quarter, beating the consensus estimate of $1.49 by $0.35. Archer Daniels Midland had a net margin of 2.16% and a return on equity of 9.21%. The company had revenue of $22.68 billion for the quarter, compared to the consensus estimate of $22.75 billion. During the same period in the prior year, the firm posted $0.93 EPS. The firm’s revenue was up 7.2% compared to the same quarter last year. Archer Daniels Midland has set its FY 2026 guidance at 5.150-5.600 EPS. As a group, equities research analysts forecast that Archer Daniels Midland Company will post 5.21 EPS for the current year.
Archer Daniels Midland Dividend Announcement
The firm also recently announced a quarterly dividend, which will be paid on Wednesday, September 9th. Stockholders of record on Wednesday, August 19th will be paid a dividend of $0.52 per share. The ex-dividend date of this dividend is Wednesday, August 19th. This represents a $2.08 dividend on an annualized basis and a dividend yield of 2.7%. Archer Daniels Midland’s dividend payout ratio is currently 93.27%.
Analyst Ratings Changes
A number of research analysts recently commented on the stock. Barclays increased their price target on shares of Archer Daniels Midland from $85.00 to $90.00 and gave the company an “equal weight” rating in a report on Wednesday. Morgan Stanley raised Archer Daniels Midland from an “underweight” rating to an “equal weight” rating and boosted their price objective for the stock from $60.00 to $79.00 in a research note on Wednesday. Zacks Research downgraded Archer Daniels Midland from a “strong-buy” rating to a “hold” rating in a research report on Monday, June 22nd. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Archer Daniels Midland in a research note on Friday, July 17th. Finally, Wall Street Zen raised Archer Daniels Midland from a “hold” rating to a “buy” rating in a research report on Saturday, May 9th. One equities research analyst has rated the stock with a Buy rating, six have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of “Hold” and a consensus target price of $79.67.
View Our Latest Stock Report on ADM
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.
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