Cwm LLC Has $155,000 Holdings in The Andersons, Inc. $ANDE

Cwm LLC cut its stake in shares of The Andersons, Inc. (NASDAQ:ANDE) by 75.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 2,923 shares of the basic materials company’s stock after selling 9,227 shares during the period. Cwm LLC’s holdings in Andersons were worth $155,000 at the end of the most recent quarter.

Several other hedge funds have also recently bought and sold shares of ANDE. Wealth Enhancement Advisory Services LLC acquired a new stake in Andersons during the third quarter worth approximately $30,000. Optima Capital LLC acquired a new stake in Andersons during the fourth quarter worth approximately $32,000. Larson Financial Group LLC lifted its position in Andersons by 33,600.0% during the third quarter. Larson Financial Group LLC now owns 1,011 shares of the basic materials company’s stock worth $40,000 after acquiring an additional 1,008 shares during the last quarter. GAMMA Investing LLC lifted its position in Andersons by 34.8% during the fourth quarter. GAMMA Investing LLC now owns 1,266 shares of the basic materials company’s stock worth $67,000 after acquiring an additional 327 shares during the last quarter. Finally, Tower Research Capital LLC TRC lifted its position in Andersons by 227.9% during the second quarter. Tower Research Capital LLC TRC now owns 2,954 shares of the basic materials company’s stock worth $109,000 after acquiring an additional 2,053 shares during the last quarter. 87.06% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other Andersons news, Director John T. Stout, Jr. sold 2,500 shares of the business’s stock in a transaction that occurred on Tuesday, March 17th. The shares were sold at an average price of $70.30, for a total transaction of $175,750.00. Following the completion of the transaction, the director directly owned 23,441 shares in the company, valued at $1,647,902.30. The trade was a 9.64% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Patrick E. Bowe sold 19,100 shares of the business’s stock in a transaction that occurred on Thursday, April 30th. The shares were sold at an average price of $78.31, for a total transaction of $1,495,721.00. Following the transaction, the director owned 94,875 shares of the company’s stock, valued at approximately $7,429,661.25. This represents a 16.76% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 95,765 shares of company stock valued at $7,205,438 in the last three months. Company insiders own 4.30% of the company’s stock.

Analyst Upgrades and Downgrades

ANDE has been the subject of a number of analyst reports. Benchmark reiterated a “buy” rating on shares of Andersons in a research report on Wednesday, February 18th. Wall Street Zen downgraded shares of Andersons from a “buy” rating to a “hold” rating in a research report on Saturday, March 14th. BMO Capital Markets lifted their price target on shares of Andersons from $65.00 to $75.00 and gave the company an “outperform” rating in a research report on Thursday, February 19th. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of Andersons in a research report on Monday, April 20th. Three investment analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $68.33.

Andersons Stock Down 13.9%

NASDAQ ANDE opened at $68.23 on Thursday. The company has a current ratio of 1.41, a quick ratio of 0.60 and a debt-to-equity ratio of 0.43. The Andersons, Inc. has a 1-year low of $31.03 and a 1-year high of $82.11. The company has a 50 day moving average of $71.14 and a 200-day moving average of $60.64. The company has a market cap of $2.32 billion, a price-to-earnings ratio of 18.15 and a beta of 0.69.

Andersons (NASDAQ:ANDE) last released its quarterly earnings results on Tuesday, May 5th. The basic materials company reported $1.12 earnings per share for the quarter, beating analysts’ consensus estimates of $0.70 by $0.42. Andersons had a net margin of 1.17% and a return on equity of 10.55%. The company had revenue of $2.63 billion during the quarter, compared to the consensus estimate of $2.71 billion. During the same period in the previous year, the business earned $0.12 earnings per share. The firm’s quarterly revenue was down 1.2% on a year-over-year basis.

Andersons Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, April 22nd. Shareholders of record on Wednesday, April 1st were given a dividend of $0.20 per share. This represents a $0.80 annualized dividend and a yield of 1.2%. The ex-dividend date was Wednesday, April 1st. Andersons’s payout ratio is currently 28.57%.

Trending Headlines about Andersons

Here are the key news stories impacting Andersons this week:

• Positive Sentiment: Record Q1 performance — Adjusted results showed strength (adjusted net income $38M, adjusted EPS $1.12; adjusted EBITDA $91M) with Renewables delivering strong pretax income and production that drove the quarter. This supports upside to profitability expectations. PR Newswire: The Andersons Reports First Quarter Results
• Positive Sentiment: Renewables momentum — Industry coverage highlights record first‑quarter output and merchandising gains in the Renewables segment, a key profit driver for the company. World-Grain: Renewables Drive Record Q1
• Neutral Sentiment: Long‑term target and capex guidance — Management reaffirmed a $7 EPS target by end of 2028 while guiding to roughly $225M of 2026 capital expenditures; the target is constructive for upside, but the near‑term capex commitment increases cash needs. MSN: Reaffirms $7 EPS target, $225M capex
• Neutral Sentiment: Earnings call transcript available — For investors wanting detail on segment trends, hedging, and margin drivers, the full Q1 transcript outlines management’s assumptions and outlook. Seeking Alpha: Q1 2026 Earnings Call Transcript
• Negative Sentiment: Insider selling — Director Patrick E. Bowe executed a Rule 10b5‑1 sale of 16,466 shares on May 5 (partial follow‑on to earlier sales), materially reducing his stake; the string of insider sales across executives may weigh on investor sentiment. SEC Form 4: Bowe Sale
• Negative Sentiment: Liquidity and cash‑flow pressure — Third‑party summaries flag weaker liquidity (cash down ~67% YoY to ~$72M), negative operating cash flow (large drawdowns) and higher total liabilities, which increase financing and execution risk as capex ramps. QuiverQuant: Q1 Financials & Cash Metrics

Andersons Company Profile

The Andersons, Inc operates as a diversified agriculture company offering a broad range of products and services to farmers, retailers and industrial customers. Through its Grain Group, the company purchases, stores, merchandises and transports corn, soybeans and other commodities, while its Renewables Group produces ethanol and distillers grains at multiple plants in the U.S. The Rail Group provides locomotive leasing, railcar repair and related maintenance services, and the Horticulture Group supplies turf, specialty and horticultural products to landscaping professionals and consumer lawn and garden retailers.

Founded in 1947 and headquartered in Maumee, Ohio, The Andersons has grown from a regional grain elevator operator into an integrated agribusiness platform.