Archer Daniels Midland Company (NYSE:ADM) Given Consensus Recommendation of "Hold" by Analysts

Key Points

• Analysts give ADM a consensus recommendation of Hold from nine firms (3 sell, 4 hold, 1 buy, 1 strong buy) with an average 12‑month price target of $63.86; several firms (Barclays, Jefferies) have recently raised targets to $77 while Zacks upgraded to a strong‑buy.
• ADM beat Q1 EPS estimates ($0.87 vs. $0.80) even as revenue fell 13.7% to $18.56B, and management set FY2026 guidance of 3.60–4.25 EPS versus analyst expectations around 4.42.
• Insider activity is mixed: a director bought 7,500 shares at $64.90 while the SVP sold 34,106 shares at $71.53 and insiders sold 109,106 shares in the last 90 days; institutional investors own about 78.3% and the stock is trading near its 52‑week high (~$75.8).

Shares of Archer Daniels Midland Company (NYSE:ADM - Get Free Report) have received a consensus recommendation of "Hold" from the nine ratings firms that are currently covering the firm, MarketBeat reports. Three investment analysts have rated the stock with a sell rating, four have given a hold rating, one has given a buy rating and one has issued a strong buy rating on the company. The average 12 month price target among analysts that have updated their coverage on the stock in the last year is $63.8571.

Several research firms have recently issued reports on ADM. Barclays increased their price objective on shares of Archer Daniels Midland from $68.00 to $77.00 and gave the company an "equal weight" rating in a report on Wednesday, April 1st. JPMorgan Chase & Co. upped their target price on Archer Daniels Midland from $61.00 to $65.00 and gave the stock an "underweight" rating in a research report on Tuesday, March 24th. BMO Capital Markets reaffirmed a "market perform" rating and set a $63.00 price target on shares of Archer Daniels Midland in a research note on Wednesday, February 4th. Zacks Research upgraded Archer Daniels Midland from a "hold" rating to a "strong-buy" rating in a research report on Monday, April 6th. Finally, Jefferies Financial Group upped their price objective on Archer Daniels Midland from $65.00 to $77.00 and gave the company a "hold" rating in a report on Monday, April 6th.

Trending Headlines about Archer Daniels Midland

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

• Positive Sentiment: Analyst/education pieces highlight ADM as a momentum play and argue the stock merits attention from growth+value investors, helping attract buyer interest and fund flows. Why Archer Daniels Midland (ADM) is a Top Momentum Stock for the Long-Term
• Positive Sentiment: Coverage pointing to ADM’s rally inside the Russell 1000 and its recent run to a 52-week high has created momentum-driven buying and chatter among index/ETF managers. ADM Rally Sparks Buzz Across Russell 1000 Index Space
• Neutral Sentiment: Pre-earnings previews (Wall Street/Zacks) are focusing investor attention on ADM’s key metrics for Q1 — crush/oilseed margins, origination volumes, nutrition segment trends, and any guidance tweaks — which increases near-term volatility but provides a clearer catalyst at the report. Wall Street's Insights Into Key Metrics Ahead of ADM (ADM) Q1 Earnings
• Neutral Sentiment: Zacks pieces discussing ADM’s valuation and recent 52-week performance emphasize earnings revisions and style-score momentum — reinforcing why investors are rotating into ADM but also highlighting dependence on upcoming fundamentals. Are Investors Undervaluing Archer Daniels Midland (ADM) Right Now?
• Negative Sentiment: Sector peer news (Tyson Foods) shows expected EPS weakness in protein/consumer food, reminding investors that demand or margin pressure in food markets could spill over to ADM’s origination/processing and nutrition results. This is a caution ahead of ADM’s print. Tyson Foods Readies for Q2 Earnings: Key Insights for Investors
• Negative Sentiment: Other mixed sector reports (e.g., FMC) underscore uneven commodity and ag-processing dynamics that could weigh on parts of ADM’s business if trends persist. FMC (FMC) Reports Q1 Loss, Beats Revenue Estimates

Insider Buying and Selling at Archer Daniels Midland

In related news, Director David R. Mcatee II bought 7,500 shares of the business's stock in a transaction dated Thursday, February 5th. The shares were bought at an average cost of $64.90 per share, with a total value of $486,750.00. Following the completion of the transaction, the director directly owned 7,500 shares of the company's stock, valued at approximately $486,750. This trade represents a ∞ increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. Also, 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 completion of the transaction, the senior vice president directly owned 90,676 shares in the company, valued at $6,486,054.28. This represents a 27.33% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 109,106 shares of company stock worth $7,539,602. 0.60% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Archer Daniels Midland

Several hedge funds have recently made changes to their positions in the company. Robeco Institutional Asset Management B.V. lifted its stake in Archer Daniels Midland by 193.0% in the 3rd quarter. Robeco Institutional Asset Management B.V. now owns 557,621 shares of the company's stock worth $33,312,000 after acquiring an additional 367,293 shares in the last quarter. AlphaQuest LLC purchased a new stake in shares of Archer Daniels Midland in the third quarter worth approximately $1,332,000. Allstate Corp acquired a new stake in shares of Archer Daniels Midland during the third quarter worth approximately $1,044,000. Allianz Asset Management GmbH grew its position in Archer Daniels Midland by 45.8% during the third quarter. Allianz Asset Management GmbH now owns 872,406 shares of the company's stock valued at $52,118,000 after purchasing an additional 273,930 shares in the last quarter. Finally, NEOS Investment Management LLC lifted its position in Archer Daniels Midland by 38.1% in the 3rd quarter. NEOS Investment Management LLC now owns 66,313 shares of the company's stock worth $3,962,000 after buying an additional 18,287 shares in the last quarter. Hedge funds and other institutional investors own 78.28% of the company's stock.

Archer Daniels Midland Price Performance

Shares of NYSE ADM opened at $74.96 on Friday. The stock has a market cap of $36.12 billion, a P/E ratio of 33.77, a P/E/G ratio of 0.90 and a beta of 0.59. The firm's 50-day simple moving average is $70.09 and its 200 day simple moving average is $64.75. Archer Daniels Midland has a fifty-two week low of $46.81 and a fifty-two week high of $75.78. The company has a quick ratio of 0.83, a current ratio of 1.37 and a debt-to-equity ratio of 0.29.

Archer Daniels Midland (NYSE:ADM - Get Free Report) last announced its earnings results on Tuesday, February 3rd. The company reported $0.87 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.80 by $0.07. Archer Daniels Midland had a net margin of 1.34% and a return on equity of 7.39%. The firm had revenue of $18.56 billion during the quarter, compared to analyst estimates of $21.03 billion. During the same quarter in the prior year, the firm posted $1.14 EPS. Archer Daniels Midland'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. Equities analysts expect that Archer Daniels Midland will post 4.42 EPS for the current year.

Archer Daniels Midland Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 17th were paid a $0.52 dividend. The ex-dividend date of this dividend was Tuesday, February 17th. This represents a $2.08 annualized dividend and a dividend yield of 2.8%. This is an increase from Archer Daniels Midland's previous quarterly dividend of $0.51. Archer Daniels Midland's dividend payout ratio is presently 93.69%.

Archer Daniels Midland Company Profile

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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