Archer Daniels Midland Company $ADM Stock Holdings Lifted by Assenagon Asset Management S.A.

Key Points

• Assenagon Asset Management boosted its stake in Archer Daniels Midland by 1,542.1%, adding 373,241 shares to hold 397,444 shares (~0.08%) valued at about $22.85 million.
• ADM reported $0.87 EPS for the quarter (beating $0.80) but revenue fell 13.7% year‑over‑year to $18.56 billion and missed expectations, and the company set FY2026 guidance of 3.600–4.250 EPS versus analyst expectations around 4.31.
• ADM raised its quarterly dividend to $0.52 ($2.08 annual, ~2.9% yield), while insiders sold 109,106 shares (~$7.54M) in the last three months, with corporate insiders now owning about 1.20% of the company.

Assenagon Asset Management S.A. increased its holdings in shares of Archer Daniels Midland Company (NYSE:ADM - Free Report) by 1,542.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 397,444 shares of the company's stock after acquiring an additional 373,241 shares during the quarter. Assenagon Asset Management S.A. owned approximately 0.08% of Archer Daniels Midland worth $22,849,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the stock. Wealth Enhancement Advisory Services LLC lifted its holdings in shares of Archer Daniels Midland by 18.1% in the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 63,523 shares of the company's stock worth $3,847,000 after purchasing an additional 9,732 shares during the last quarter. NorthCrest Asset Manangement LLC increased its position in Archer Daniels Midland by 8.6% in the fourth quarter. NorthCrest Asset Manangement LLC now owns 5,166 shares of the company's stock worth $308,000 after buying an additional 410 shares during the period. Nordea Investment Management AB lifted its stake in Archer Daniels Midland by 1.2% in the fourth quarter. Nordea Investment Management AB now owns 52,376 shares of the company's stock valued at $3,032,000 after buying an additional 617 shares during the last quarter. Procyon Advisors LLC lifted its stake in Archer Daniels Midland by 174.0% in the fourth quarter. Procyon Advisors LLC now owns 39,442 shares of the company's stock valued at $2,268,000 after buying an additional 25,048 shares during the last quarter. Finally, Exeter Financial LLC boosted its holdings in shares of Archer Daniels Midland by 12.9% during the fourth quarter. Exeter Financial LLC now owns 24,948 shares of the company's stock valued at $1,434,000 after acquiring an additional 2,842 shares during the period. 78.28% of the stock is currently owned by institutional investors and hedge funds.

Archer Daniels Midland Trading Up 0.8%

Archer Daniels Midland stock opened at $72.26 on Friday. Archer Daniels Midland Company has a 12-month low of $40.98 and a 12-month high of $73.72. 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 stock has a market capitalization of $34.77 billion, a PE ratio of 32.55, a price-to-earnings-growth ratio of 0.90 and a beta of 0.68. The firm has a 50 day simple moving average of $68.38 and a 200-day simple moving average of $63.02.

Archer Daniels Midland (NYSE:ADM - Get Free Report) last announced its earnings results on Tuesday, February 3rd. The company reported $0.87 EPS for the quarter, topping the consensus estimate of $0.80 by $0.07. The firm had revenue of $18.56 billion for the quarter, compared to analysts' expectations of $21.03 billion. Archer Daniels Midland had a return on equity of 7.39% and a net margin of 1.34%.The firm's quarterly revenue was down 13.7% compared to the same quarter last year. During the same quarter in the previous year, the company earned $1.14 earnings per share. Archer Daniels Midland has set its FY 2026 guidance at 3.600-4.250 EPS. As a group, equities research analysts expect that Archer Daniels Midland Company will post 4.31 EPS for the current fiscal year.

Archer Daniels Midland Increases Dividend

The company 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 dividend on an annualized basis and a dividend yield of 2.9%. This is a boost from Archer Daniels Midland's previous quarterly dividend of $0.51. Archer Daniels Midland's dividend payout ratio (DPR) is presently 93.69%.

Insider Transactions at Archer Daniels Midland

In related news, 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 transaction, 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 sale was disclosed in a filing with the SEC, which is available through the SEC website. 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 transaction, the senior vice president directly owned 123,668 shares in the company, valued at approximately $8,290,702.72. The trade was a 16.82% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 109,106 shares of company stock worth $7,539,602. Corporate insiders own 1.20% of the company's stock.

Analysts Set New Price Targets

A number of research firms recently weighed in on ADM. BMO Capital Markets reaffirmed a "market perform" rating and issued a $63.00 price objective on shares of Archer Daniels Midland in a report on Wednesday, February 4th. Weiss Ratings restated a "hold (c)" rating on shares of Archer Daniels Midland in a research report on Wednesday, January 21st. UBS Group restated a "buy" rating on shares of Archer Daniels Midland in a research note on Monday, December 15th. Zacks Research raised Archer Daniels Midland from a "strong sell" rating to a "hold" rating in a report on Friday, January 23rd. Finally, Barclays boosted their price objective on Archer Daniels Midland from $61.00 to $68.00 and gave the stock an "equal weight" rating in a research report on Thursday, February 19th. One analyst has rated the stock with a Buy rating, five have issued a Hold rating and three have given a Sell rating to the stock. According to MarketBeat.com, the stock has a consensus rating of "Reduce" and an average target price of $58.57.

Archer Daniels Midland 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.

Want to see what other hedge funds are holding ADM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Archer Daniels Midland Company (NYSE:ADM - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.