Archer Daniels Midland (NYSE:ADM) Releases Quarterly Earnings Results, Beats Estimates By $0.03 EPS

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

Archer Daniels Midland Stock Up 1.0%

Shares of Archer Daniels Midland stock opened at $67.97 on Tuesday. Archer Daniels Midland has a 52-week low of $40.98 and a 52-week high of $69.75. The firm’s 50 day moving average price is $61.38 and its 200-day moving average price is $60.38. The company has a quick ratio of 0.92, a current ratio of 1.37 and a debt-to-equity ratio of 0.29. The company has a market cap of $32.67 billion, a P/E ratio of 27.74, a PEG ratio of 4.61 and a beta of 0.70.

Archer Daniels Midland Announces Dividend

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

Key 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

Institutional Trading of Archer Daniels Midland

Hedge funds and other institutional investors have recently made changes to their positions in the business. Jacobs Levy Equity Management Inc. grew its holdings in Archer Daniels Midland by 176.8% during the third quarter. Jacobs Levy Equity Management Inc. now owns 1,967,471 shares of the company’s stock worth $117,537,000 after acquiring an additional 1,256,596 shares during the period. Man Group plc purchased a new stake in Archer Daniels Midland during the third quarter worth $41,036,000. Marshall Wace LLP increased its holdings in Archer Daniels Midland by 9,680.0% in the third quarter. Marshall Wace LLP now owns 394,817 shares of the company’s stock valued at $23,586,000 after buying an additional 390,780 shares in the last quarter. Caisse de depot et placement du Quebec purchased a new stake in shares of Archer Daniels Midland during the 3rd quarter worth about $12,545,000. Finally, California Public Employees Retirement System grew its position in shares of Archer Daniels Midland by 12.0% during the 3rd quarter. California Public Employees Retirement System now owns 908,291 shares of the company’s stock valued at $54,261,000 after acquiring an additional 96,998 shares during the period. Hedge funds and other institutional investors own 78.28% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently weighed in on the company. UBS Group reiterated a “buy” rating on shares of Archer Daniels Midland in a report on Monday, December 15th. Weiss Ratings reissued a “hold (c)” rating on shares of Archer Daniels Midland in a research note on Wednesday, January 21st. Morgan Stanley cut shares of Archer Daniels Midland from an “equal weight” rating to an “underweight” rating and lowered their price objective for the company from $57.00 to $50.00 in a research report on Tuesday, December 16th. Zacks Research upgraded shares of Archer Daniels Midland from a “strong sell” rating to a “hold” rating in a research note on Friday, January 23rd. Finally, JPMorgan Chase & Co. lifted their price target on shares of Archer Daniels Midland from $59.00 to $60.00 and gave the company an “underweight” rating in a research note on Wednesday, January 21st. One equities research analyst has rated the stock with a Buy rating, five have assigned a Hold rating and three have issued a Sell rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Reduce” and a consensus price target of $54.50.

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.