Archer Daniels Midland (NYSE:ADM) Updates FY 2026 Earnings Guidance

Key Points

• FY2026 guidance: Archer Daniels Midland set EPS guidance of $4.15–$4.70 for FY2026, versus a consensus estimate of about $4.27 and a sell-side mean expectation of $4.42.
• Quarterly results: The company beat EPS estimates last quarter ($0.71 vs. $0.66) but missed revenue ($20.49B vs. $21.35B), with a net margin of 1.34% and ROE of 7.39%.
• Market and analyst view: Shares trade near $76.36 (market cap ~$36.8B) while analysts’ consensus rating is a "Hold" with an average price target of $63.86, and insiders have recently both bought and sold shares.

Archer Daniels Midland (NYSE:ADM - Get Free Report) updated its FY 2026 earnings guidance on Tuesday. The company provided earnings per share guidance of 4.150-4.70 for the period, compared to the consensus earnings per share estimate of 4.270. The company issued revenue guidance of -.

Wall Street Analysts Forecast Growth

A number of research analysts have recently issued reports on the company. BMO Capital Markets reaffirmed a "market perform" rating and set a $63.00 price objective on shares of Archer Daniels Midland in a research note on Wednesday, February 4th. Weiss Ratings reaffirmed a "hold (c)" rating on shares of Archer Daniels Midland in a research note on Monday, April 20th. JPMorgan Chase & Co. increased their target price on shares of Archer Daniels Midland from $61.00 to $65.00 and gave the stock an "underweight" rating in a report on Tuesday, March 24th. Barclays increased their target price on shares of Archer Daniels Midland from $68.00 to $77.00 and gave the stock an "equal weight" rating in a report on Wednesday, April 1st. Finally, Zacks Research upgraded shares of Archer Daniels Midland from a "hold" rating to a "strong-buy" rating in a report on Monday, April 6th. One equities research analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating, four have given a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat.com, Archer Daniels Midland has an average rating of "Hold" and a consensus price target of $63.86.

Archer Daniels Midland Stock Performance

Archer Daniels Midland stock opened at $76.36 on Tuesday. The company has a current ratio of 1.37, a quick ratio of 0.83 and a debt-to-equity ratio of 0.29. The firm has a 50-day moving average of $70.09 and a 200-day moving average of $64.77. The firm has a market cap of $36.79 billion, a P/E ratio of 34.39 and a beta of 0.59. Archer Daniels Midland has a 1-year low of $46.81 and a 1-year high of $77.37.

Archer Daniels Midland (NYSE:ADM - Get Free Report) last posted its earnings results on Tuesday, May 5th. The company reported $0.71 earnings per share for the quarter, topping analysts' consensus estimates of $0.66 by $0.05. Archer Daniels Midland had a net margin of 1.34% and a return on equity of 7.39%. The company had revenue of $20.49 billion during the quarter, compared to analyst estimates of $21.35 billion. Archer Daniels Midland has set its FY 2026 guidance at 4.150-4.70 EPS. Sell-side analysts expect that Archer Daniels Midland will post 4.42 EPS for the current year.

Insider Activity at Archer Daniels Midland

In related news, Director David R. Mcatee II acquired 7,500 shares of the stock in a transaction on Thursday, February 5th. The stock was acquired at an average cost of $64.90 per share, for a total transaction of $486,750.00. Following the completion of the acquisition, the director directly owned 7,500 shares of the company's stock, valued at approximately $486,750. This represents a ∞ increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, SVP Gregory A. Morris sold 50,000 shares of the firm's stock in a transaction dated Tuesday, March 10th. The stock was sold at an average price of $68.48, for a total transaction of $3,424,000.00. Following the completion of the sale, the senior vice president owned 300,122 shares of the company's stock, valued at $20,552,354.56. This trade represents a 14.28% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 109,106 shares of company stock valued at $7,539,602. 0.60% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Archer Daniels Midland

Several large investors have recently made changes to their positions in the business. Quadrant Capital Group LLC lifted its holdings in shares of Archer Daniels Midland by 0.6% during the fourth quarter. Quadrant Capital Group LLC now owns 23,166 shares of the company's stock valued at $1,332,000 after purchasing an additional 146 shares during the last quarter. Summit Financial LLC lifted its holdings in shares of Archer Daniels Midland by 0.9% during the fourth quarter. Summit Financial LLC now owns 16,947 shares of the company's stock valued at $974,000 after purchasing an additional 153 shares during the last quarter. United Capital Financial Advisors LLC lifted its holdings in shares of Archer Daniels Midland by 1.6% during the third quarter. United Capital Financial Advisors LLC now owns 12,897 shares of the company's stock valued at $770,000 after purchasing an additional 198 shares during the last quarter. Mackenzie Financial Corp lifted its holdings in shares of Archer Daniels Midland by 0.3% during the third quarter. Mackenzie Financial Corp now owns 69,298 shares of the company's stock valued at $4,140,000 after purchasing an additional 212 shares during the last quarter. Finally, Vaughan David Investments LLC IL lifted its holdings in shares of Archer Daniels Midland by 6.5% during the fourth quarter. Vaughan David Investments LLC IL now owns 3,798 shares of the company's stock valued at $218,000 after purchasing an additional 233 shares during the last quarter. 78.28% of the stock is currently owned by hedge funds and other institutional investors.

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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