Archer Daniels Midland (NYSE:ADM) Issues Earnings Results

Archer Daniels Midland (NYSE:ADM) released its quarterly earnings data on Tuesday. The company reported $1.84 earnings per share for the quarter, beating the consensus estimate of $1.49 by $0.35, Zacks reports. The company had revenue of $22.68 billion for the quarter, compared to analyst estimates of $22.75 billion. Archer Daniels Midland had a return on equity of 9.21% and a net margin of 2.16%.The company’s revenue was up 7.2% compared to the same quarter last year. During the same period in the prior year, the company posted $0.93 EPS. Archer Daniels Midland updated its FY 2026 guidance to 5.150-5.600 EPS.

Here are the key takeaways from Archer Daniels Midland’s conference call:

• ADM raised its full-year 2026 adjusted EPS guidance to $5.15–$5.60 from $4.15–$4.70, citing strong first-half execution, supportive biofuels margins and continued Nutrition improvement.
• Second-quarter results benefited from a constructive biofuels environment, with global oilseed processing volumes up nearly 5%, stronger ethanol margins and higher demand for soybean meal; total segment operating profit rose to $1.5 billion.
• Nutrition operating profit increased 51% sequentially to $172 million, led by flavors, progress at the Decatur East facility and animal-nutrition portfolio actions. ADM also highlighted a natural-colors opportunity it estimates could eventually contribute $80 million–$100 million in operating profit.
• ADM is advancing relatively low-cost brownfield expansions at four U.S. crushing facilities, with expected capital spending of about $100 million, while maintaining 2026 CapEx guidance of $1.3 billion–$1.5 billion and evaluating opportunistic share repurchases later this year.
• The outlook remains exposed to volatile crush margins, geopolitical disruptions, weather, energy prices and trade assumptions, including continued Chinese purchases of North American soybeans. Management expects the fourth quarter to be seasonally weaker for flavors and potentially weaker than the third quarter depending on Q4 crush-margin execution.

Archer Daniels Midland Trading Down 0.2%

Archer Daniels Midland stock traded down $0.19 during midday trading on Thursday, hitting $77.39. 984,005 shares of the stock were exchanged, compared to its average volume of 3,833,305. The stock has a market capitalization of $37.30 billion, a PE ratio of 21.20 and a beta of 0.62. The company has a fifty day simple moving average of $80.15 and a two-hundred day simple moving average of $74.27. The company has a quick ratio of 0.80, a current ratio of 22.97 and a debt-to-equity ratio of 0.32. Archer Daniels Midland has a 52 week low of $55.58 and a 52 week high of $88.46.

Archer Daniels Midland Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Wednesday, September 9th. Stockholders of record on Wednesday, August 19th will be paid a $0.52 dividend. 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 56.99%.

Analyst Upgrades and Downgrades

Several analysts have recently weighed in on ADM shares. Morgan Stanley raised shares of Archer Daniels Midland from an “underweight” rating to an “equal weight” rating and raised their price objective for the stock from $60.00 to $79.00 in a report on Wednesday. JPMorgan Chase & Co. increased their target price on Archer Daniels Midland from $65.00 to $74.00 and gave the stock an “underweight” rating in a report on Wednesday, May 6th. Weiss Ratings restated a “hold (c)” rating on shares of Archer Daniels Midland in a research note on Friday, July 17th. UBS Group lifted their price target on Archer Daniels Midland from $90.00 to $95.00 and gave the company a “buy” rating in a report on Monday, June 15th. Finally, Zacks Research lowered shares of Archer Daniels Midland from a “strong-buy” rating to a “hold” rating in a report on Monday, June 22nd. One equities research analyst has rated the stock with a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus price target of $79.67.

Institutional Inflows and Outflows

Large investors have recently added to or reduced their stakes in the business. Charles Schwab Investment Management Inc. lifted its stake in Archer Daniels Midland by 2.4% in the 4th quarter. Charles Schwab Investment Management Inc. now owns 18,829,140 shares of the company’s stock valued at $1,082,487,000 after purchasing an additional 449,815 shares during the last quarter. Dodge & Cox boosted its position in Archer Daniels Midland by 13.4% during the fourth quarter. Dodge & Cox now owns 17,084,645 shares of the company’s stock worth $982,196,000 after purchasing an additional 2,016,101 shares during the period. Northern Trust Corp increased its holdings in shares of Archer Daniels Midland by 5.7% in the fourth quarter. Northern Trust Corp now owns 11,431,704 shares of the company’s stock valued at $657,209,000 after purchasing an additional 612,974 shares during the last quarter. Invesco Ltd. raised its position in shares of Archer Daniels Midland by 10.5% in the fourth quarter. Invesco Ltd. now owns 6,180,949 shares of the company’s stock valued at $355,343,000 after purchasing an additional 585,226 shares during the period. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its stake in shares of Archer Daniels Midland by 19.5% during the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 2,525,987 shares of the company’s stock worth $145,219,000 after buying an additional 411,489 shares during the last quarter. Institutional investors and hedge funds own 78.28% of the company’s stock.

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.