Archer Daniels Midland Company (NYSE:ADM) Given Consensus Rating of "Reduce" by Analysts

Key Points

• Reduce consensus: Ten analysts covering ADM have an average 12‑month price target of $62, with three sell, six hold and one buy, producing an overall "Reduce" rating.
• Mixed results and outlook: ADM beat Q1 EPS but revenue missed and fell ~13.7% year‑over‑year; management set FY2026 EPS guidance of 3.60–4.25 (analysts average 4.31) while Jefferies raised its target to $77, saying Q1 likely represents the earnings low.
• Insider selling and legal risk: Company insiders sold 109,106 shares (~$7.54M) in the past three months, and the stock faces added uncertainty after the SEC brought accounting‑related allegations involving ADM’s former CFO.

Shares of Archer Daniels Midland Company (NYSE:ADM - Get Free Report) have been assigned a consensus rating of "Reduce" from the ten research firms that are presently covering the stock, MarketBeat Ratings reports. Three research analysts have rated the stock with a sell rating, six have assigned a hold rating and one has assigned a buy rating to the company. The average 12 month price target among brokers that have covered the stock in the last year is $62.00.

Several equities analysts have weighed in on ADM shares. Zacks Research upgraded Archer Daniels Midland from a "strong sell" rating to a "hold" rating in a report on Friday, January 23rd. JPMorgan Chase & Co. raised their target price on Archer Daniels Midland from $61.00 to $65.00 and gave the company an "underweight" rating in a report on Tuesday, March 24th. UBS Group restated a "buy" rating on shares of Archer Daniels Midland in a report on Monday, December 15th. Weiss Ratings restated a "hold (c)" rating on shares of Archer Daniels Midland in a report on Wednesday, January 21st. Finally, Jefferies Financial Group raised their target price on Archer Daniels Midland from $65.00 to $77.00 and gave the company a "hold" rating in a report on Monday.

Insiders Place Their Bets

In other news, SVP Ian R. Pinner sold 34,106 shares of Archer Daniels Midland stock in a transaction dated Friday, March 13th. The stock was sold at an average price of $71.53, for a total value of $2,439,602.18. Following the transaction, the senior vice president directly owned 90,676 shares in the company, valued at approximately $6,486,054.28. The trade was a 27.33% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, SVP Jennifer L. Weber sold 25,000 shares of Archer Daniels Midland stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $67.04, for a total value of $1,676,000.00. Following the completion of the transaction, the senior vice president owned 123,668 shares in the company, valued at $8,290,702.72. The trade was a 16.82% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 109,106 shares of company stock valued at $7,539,602. Company insiders own 1.20% of the company's stock.

Hedge Funds Weigh In On Archer Daniels Midland

A number of institutional investors have recently made changes to their positions in ADM. Dodge & Cox increased its stake in shares of Archer Daniels Midland by 130.1% in the third quarter. Dodge & Cox now owns 15,068,544 shares of the company's stock worth $900,195,000 after purchasing an additional 8,518,920 shares during the period. Norges Bank bought a new position in Archer Daniels Midland during the fourth quarter valued at about $402,743,000. Northwestern Mutual Wealth Management Co. increased its stake in Archer Daniels Midland by 3,379.2% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 5,761,397 shares of the company's stock valued at $316,525,000 after acquiring an additional 5,595,801 shares during the period. Victory Capital Management Inc. increased its stake in Archer Daniels Midland by 831.3% during the fourth quarter. Victory Capital Management Inc. now owns 5,592,030 shares of the company's stock valued at $321,486,000 after acquiring an additional 4,991,550 shares during the period. Finally, Pacer Advisors Inc. increased its stake in Archer Daniels Midland by 8,609.3% during the third quarter. Pacer Advisors Inc. now owns 4,405,427 shares of the company's stock valued at $263,180,000 after acquiring an additional 4,354,844 shares during the period. 78.28% of the stock is currently owned by institutional investors.

More Archer Daniels Midland News

Here are the key news stories impacting Archer Daniels Midland this week:

• Positive Sentiment: Jefferies raised its price target on ADM to $77 (from $65) and said Q1 likely represents the earnings low point, signaling upside from current levels and analyst confidence in recovery. Jefferies Raises ADM Price Target to $77, Sees Q1 as Earnings Low Point
• Neutral Sentiment: ADM appeared in recent broker/market roundups and featured lists, which keeps the name on institutional radars but doesn't immediately change fundamentals. Zacks.com featured highlights include Cable One, Phillips 66, Archer Daniels Midland, CVR Energy and Cross Country Healthcare
• Neutral Sentiment: Market commentary grouped ADM among broker‑liked names to watch amid macro/geopolitical volatility; this increases attention but is not direct catalyst for results or guidance changes. 5 Broker‑Liked Stocks Worth Tracking Amid the Middle East Conflict
• Negative Sentiment: Legal/headline risk rose after the SEC brought accounting‑related allegations involving ADM’s former CFO; the ex‑CFO has publicly denied the claims. This increases near‑term uncertainty and could pressure sentiment until resolved. Former ADM CFO denies SEC’s accounting fraud allegations
• Negative Sentiment: Recent quarter: ADM reported an EPS beat but revenue missed expectations and was down ~14% year‑over‑year; lower top‑line performance and mixed margins help explain the stock’s downward move as investors focus on near‑term demand and pricing headwinds. Archer Daniels Midland (ADM) Stock Sinks As Market Gains: Here's Why

Archer Daniels Midland Price Performance

NYSE ADM opened at $72.09 on Wednesday. Archer Daniels Midland has a fifty-two week low of $40.98 and a fifty-two week high of $74.19. The stock's 50-day moving average is $69.34 and its two-hundred day moving average is $63.67. The company has a debt-to-equity ratio of 0.29, a current ratio of 1.37 and a quick ratio of 0.83. The firm has a market cap of $34.74 billion, a P/E ratio of 32.47, a price-to-earnings-growth ratio of 0.90 and a beta of 0.65.

Archer Daniels Midland (NYSE:ADM - Get Free Report) last posted its earnings results on Tuesday, February 3rd. The company reported $0.87 earnings per share for the quarter, beating the consensus estimate of $0.80 by $0.07. Archer Daniels Midland had a return on equity of 7.39% and a net margin of 1.34%.The company had revenue of $18.56 billion for the quarter, compared to analyst estimates of $21.03 billion. During the same period last year, the company earned $1.14 earnings per share. The business's revenue was down 13.7% compared to the same quarter last year. Archer Daniels Midland has set its FY 2026 guidance at 3.600-4.250 EPS. On average, analysts anticipate that Archer Daniels Midland will post 4.31 earnings per share for the current fiscal year.

Archer Daniels Midland Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 17th were issued a dividend of $0.52 per share. This represents a $2.08 annualized dividend and a yield of 2.9%. This is an increase from Archer Daniels Midland's previous quarterly dividend of $0.51. The ex-dividend date was Tuesday, February 17th. Archer Daniels Midland's dividend payout ratio is 93.69%.

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.

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