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

Key Points

• Insider selling: Shares fell about 12.3% after Director Patrick E. Bowe sold a total of ~36,466 shares in late April–early May under a Rule 10b5‑1 plan, driving the stock down to as low as $68.50 on below‑average volume.
• Mixed quarter: Q1 delivered an EPS beat ($1.12 vs. $0.70) but revenue missed ($2.63B vs. $2.71B), and management’s guidance for roughly $225M of 2026 capex plus deeply negative operating cash has raised short‑term liquidity concerns.
• Analyst and ownership backdrop: the consensus is a “Moderate Buy” (three Buys, one Hold; mid‑$70s targets) with high institutional ownership (~87%), and the stock carries a ~1.2% dividend yield.

The Andersons, Inc. (NASDAQ:ANDE - Get Free Report) shares traded down 12.3% on Wednesday after an insider sold shares in the company. The stock traded as low as $68.50 and last traded at $69.5280. 81,842 shares changed hands 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 company's stock in a transaction 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 completion of the transaction, the director directly owned 78,409 shares in the company, valued at approximately $6,332,310.84. This represents a 17.36% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Patrick E. Bowe sold 19,100 shares of the company's stock in a transaction on Thursday, April 30th. The shares were sold at an average price of $78.31, for a total value of $1,495,721.00. Following the completion of the transaction, the director owned 94,875 shares of the company's stock, valued at $7,429,661.25. The trade was a 16.76% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 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 company's stock in a transaction 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 completion of the transaction, the director directly owned 113,975 shares in the company, valued at approximately $8,896,888.50. This represents a 0.78% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Analyst Ratings Changes

ANDE has been the subject of several research analyst reports. BMO Capital Markets upped their price target on Andersons from $65.00 to $75.00 and gave the stock an "outperform" rating in a research note on Thursday, February 19th. Benchmark restated a "buy" rating on shares of Andersons in a research note on Wednesday, February 18th. Weiss Ratings restated a "hold (c)" rating on shares of Andersons in a research note on Monday, April 20th. Finally, Wall Street Zen lowered Andersons from a "buy" rating to a "hold" rating in a research note on Saturday, March 14th. Three research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. According to data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $68.33.

Trending Headlines about Andersons

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 company has a quick ratio of 0.60, a current ratio of 1.41 and a debt-to-equity ratio of 0.43. The firm has a market cap of $2.32 billion, a price-to-earnings ratio of 24.37 and a beta of 0.69. The business has a 50 day moving average price of $71.06 and a 200-day moving average price of $60.49.

Andersons (NASDAQ:ANDE - Get Free Report) last posted its earnings results on Tuesday, May 5th. The basic materials company reported $1.12 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.70 by $0.42. Andersons had a return on equity of 7.76% and a net margin of 0.87%.The business had revenue of $2.63 billion during the quarter, compared to analyst estimates of $2.71 billion. During the same quarter last year, the firm earned $0.12 earnings per share. The company's revenue for the quarter was down 1.2% compared to the same quarter last year.

Andersons Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, April 22nd. Investors of record on Wednesday, April 1st were issued a $0.20 dividend. The ex-dividend date of this dividend was Wednesday, April 1st. This represents a $0.80 dividend on an annualized basis and a yield of 1.2%. Andersons's dividend payout ratio is currently 28.57%.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently bought and sold shares of the business. Barings LLC purchased a new position in Andersons in the first quarter valued at about $1,873,000. Allspring Global Investments Holdings LLC lifted its holdings in Andersons by 11.6% during the 1st quarter. Allspring Global Investments Holdings LLC now owns 19,443 shares of the basic materials company's stock worth $1,413,000 after buying an additional 2,015 shares during the last quarter. D.A. Davidson & CO. bought a new position in Andersons during the 1st quarter worth approximately $215,000. Hillsdale Investment Management Inc. bought a new position in Andersons during the 1st quarter worth approximately $354,000. Finally, Principal Financial Group Inc. lifted its holdings in Andersons by 13.7% during the 1st quarter. Principal Financial Group Inc. now owns 181,963 shares of the basic materials company's stock worth $13,061,000 after buying an additional 21,881 shares during the last quarter. Hedge funds and other institutional investors own 87.06% of the company's stock.

About Andersons

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.

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