Andersons (NASDAQ:ANDE) Stock Price Down 12.3% After Insider Selling

The Andersons, Inc. (NASDAQ:ANDE)’s stock price traded down 12.3% during trading on Wednesday following insider selling activity. The company traded as low as $68.50 and last traded at $69.5280. Approximately 81,842 shares were traded during trading, a decline of 74% from the average session volume of 319,232 shares. The stock had previously closed at $79.29.

Specifically, Director Patrick E. Bowe sold 16,466 shares of the firm’s stock in a transaction that occurred on Tuesday, May 5th. The stock was sold at an average price of $80.76, for a total value of $1,329,794.16. Following the sale, the director owned 78,409 shares of the company’s stock, valued at approximately $6,332,310.84. This trade represents a 17.36% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Patrick E. Bowe sold 19,100 shares of the firm’s stock in a transaction that occurred on Thursday, April 30th. The stock was sold at an average price of $78.31, for a total value of $1,495,721.00. Following the completion of the sale, the director directly owned 94,875 shares in the company, valued at approximately $7,429,661.25. This trade represents a 16.76% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In related news, Director Patrick E. Bowe sold 900 shares of the firm’s stock in a transaction that occurred on Wednesday, April 29th. The stock was sold at an average price of $78.06, for a total value of $70,254.00. Following the sale, the director owned 113,975 shares of the company’s stock, valued at approximately $8,896,888.50. This trade represents a 0.78% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Wall Street Analysts Forecast Growth

Several analysts recently issued reports on the company. Weiss Ratings reissued a “hold (c)” rating on shares of Andersons in a report on Monday, April 20th. Benchmark reissued a “buy” rating on shares of Andersons in a report on Wednesday, February 18th. BMO Capital Markets raised their price target on Andersons from $65.00 to $75.00 and gave the stock an “outperform” rating in a report on Thursday, February 19th. Finally, Wall Street Zen cut Andersons from a “buy” rating to a “hold” rating in a research report on Saturday, March 14th. Three investment analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $68.33.

Andersons News Roundup

Here are the key news stories impacting Andersons this week:

• Positive Sentiment: Record Renewables performance: Renewables delivered record production and about $40M pretax income in Q1, driving much of the quarter’s profit improvement. Renewables drive record first quarter for The Andersons
• Positive Sentiment: EPS and adjusted profitability beat: The company reported record first-quarter net income of ~$33M (GAAP EPS ~$0.97) and adjusted net income/EPS that topped estimates, showing improved margins and adjusted EBITDA strength. The Andersons, Inc. Reports First Quarter Results
• Positive Sentiment: Management reaffirmed long-term targets: The Andersons reiterated a $7 EPS target by end of 2028, signaling management confidence in the multi-year growth path. The Andersons reaffirms $7 EPS target by end of 2028 while guiding to ~$225M 2026 capex
• Neutral Sentiment: Analyst/ownership backdrop: Several analysts remain constructive with mid‑$70s targets and institutional buying mixed with recent large portfolio moves, providing both support and variability to sentiment. Andersons Inc. Releases Q1 2026 Earnings
• Negative Sentiment: Revenue missed expectations: Q1 revenue came in below consensus (~$2.63B vs. ~$2.71B), which, combined with a thin net margin, disappointed investors focused on top-line momentum. Andersons Inc. Releases Q1 2026 Earnings
• Negative Sentiment: Liquidity pressure and big near‑term capex: Operating cash was deeply negative and cash balances fell year‑over‑year; management guided roughly $225M of 2026 capex — a combination that raises short‑term funding concerns. Andersons Inc. Releases Q1 2026 Earnings
• Negative Sentiment: Insider selling: Directors/executives have executed sales (including a recent 19,100‑share sale disclosed under a 10b5‑1 plan), which can amplify negative sentiment when liquidity is a concern. Andersons insider selling reports

Andersons Trading Down 13.9%

The firm has a market capitalization of $2.32 billion, a P/E ratio of 24.37 and a beta of 0.69. The company has a debt-to-equity ratio of 0.43, a quick ratio of 0.60 and a current ratio of 1.41. The firm has a 50 day moving average price of $71.06 and a two-hundred day moving average price of $60.49.

Andersons (NASDAQ:ANDE) last released its quarterly earnings data on Tuesday, May 5th. The basic materials company reported $1.12 earnings per share for the quarter, topping the consensus estimate of $0.70 by $0.42. The business had revenue of $2.63 billion during the quarter, compared to analyst estimates of $2.71 billion. Andersons had a return on equity of 7.76% and a net margin of 0.87%.The company’s revenue was down 1.2% compared to the same quarter last year. During the same period last year, the company posted $0.12 EPS.

Andersons Dividend Announcement

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

Institutional Investors Weigh In On Andersons

Several large investors have recently modified their holdings of the stock. Dimensional Fund Advisors LP boosted its stake in shares of Andersons by 0.7% during the 4th quarter. Dimensional Fund Advisors LP now owns 2,349,243 shares of the basic materials company’s stock worth $124,910,000 after acquiring an additional 17,278 shares in the last quarter. Rubric Capital Management LP acquired a new stake in shares of Andersons in the fourth quarter worth $53,469,000. Geode Capital Management LLC boosted its position in shares of Andersons by 0.4% in the fourth quarter. Geode Capital Management LLC now owns 822,812 shares of the basic materials company’s stock worth $43,757,000 after buying an additional 3,259 shares during the period. Victory Capital Management Inc. boosted its position in shares of Andersons by 354.7% in the fourth quarter. Victory Capital Management Inc. now owns 731,019 shares of the basic materials company’s stock worth $38,868,000 after buying an additional 570,245 shares during the period. Finally, Ophir Asset Management Pty Ltd acquired a new stake in shares of Andersons in the fourth quarter worth $38,746,000. 87.06% of the stock is owned by institutional investors.

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.