Edmond DE Rothschild Holding S.A. Takes Position in Darling Ingredients Inc. $DAR

Key Points

• Edmond DE Rothschild Holding S.A. purchased 24,518 shares of Darling Ingredients in the second quarter, valued at approximately $1.34 million. Institutional investors collectively own 94.44% of the company.
• Darling reported strong quarterly results, with EPS of $2.41 versus the $1.40 consensus estimate and revenue up 16.4% year over year to $1.72 billion. Analysts remain generally positive, with a “Moderate Buy” consensus and an average price target of $69.
• Potential risks include higher costs, capacity constraints and flat feed throughput, while the stock is trading near its 52-week high. Insiders have also sold 10,591 shares worth approximately $704,000 over the past 90 days.

Edmond DE Rothschild Holding S.A. purchased a new stake in Darling Ingredients Inc. (NYSE:DAR - Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 24,518 shares of the company's stock, valued at approximately $1,339,000.

A number of other hedge funds also recently modified their holdings of DAR. AIA Group Ltd acquired a new position in shares of Darling Ingredients in the 1st quarter valued at $4,453,000. Fideuram Asset Management Ireland dac bought a new position in Darling Ingredients during the fourth quarter worth about $585,000. BNP Paribas Financial Markets lifted its stake in Darling Ingredients by 26.8% during the fourth quarter. BNP Paribas Financial Markets now owns 1,310,516 shares of the company's stock worth $47,179,000 after purchasing an additional 277,233 shares during the period. Strs Ohio boosted its holdings in Darling Ingredients by 7,554.6% during the first quarter. Strs Ohio now owns 286,740 shares of the company's stock valued at $17,735,000 after purchasing an additional 282,994 shares in the last quarter. Finally, Sterling Capital Management LLC grew its stake in shares of Darling Ingredients by 448.5% in the 1st quarter. Sterling Capital Management LLC now owns 52,542 shares of the company's stock valued at $3,250,000 after purchasing an additional 42,962 shares during the period. Institutional investors own 94.44% of the company's stock.

Key Stories Impacting Darling Ingredients

Here are the key news stories impacting Darling Ingredients this week:

• Positive Sentiment: Analysts point to surging earnings, a discounted valuation relative to the company’s growth prospects and strong performance in Diamond Green Diesel (DGD) as reasons for potential upside. Is DAR a Buy as Earnings Surge but Cost and Capacity Risks Build?
• Positive Sentiment: Supportive renewable-fuel policy and tight Renewable Identification Number markets could sustain DGD margins through 2027, strengthening the outlook for Darling’s renewable-fuels business. Can Renewable Fuel Policy Keep DAR’s DGD Earnings Strong Through 2027?
• Positive Sentiment: The recent rally is being supported by improving core earnings and DGD economics. Darling’s latest quarterly report showed EPS of $2.41 versus the $1.40 consensus estimate, while revenue rose 16.4% year over year to $1.72 billion. Can DAR’s 12.8% Weekly Rally Continue as Core Earnings Strengthen?
• Positive Sentiment: Brokerage sentiment remains favorable, with ten analysts rating the stock Buy and three rating it Hold. Recent price-target increases include TD Cowen’s move to $80, while the reported consensus target is $69. Darling Ingredients Given Average Recommendation of Moderate Buy
• Neutral Sentiment: Investors are weighing the stock’s strong momentum and earnings growth against its proximity to the 52-week high, which may increase sensitivity to disappointing developments. A Look Back at Ingredients, Flavors & Fragrances Stocks’ Q2 Earnings
• Negative Sentiment: Higher costs, flat Feed throughput and capacity constraints could pressure margins and make future growth dependent on successful project execution and favorable market inputs. Darling Ingredients: Renewable Fuel Tailwinds & Margin Expansion Support Upside
• Negative Sentiment: Chief Accounting Officer Joseph Manzi sold 1,000 shares at an average price of $67.27. The relatively small transaction leaves him with a substantial remaining stake, limiting its significance but still providing a modest insider-selling signal. Joseph Manzi Sells Darling Ingredients Shares

Insider Buying and Selling at Darling Ingredients

In related news, CAO Joseph Manzi sold 1,000 shares of Darling Ingredients stock in a transaction on Tuesday, August 18th. The stock was sold at an average price of $67.27, for a total transaction of $67,270.00. Following the completion of the sale, the chief accounting officer directly owned 18,969 shares of the company's stock, valued at $1,276,044.63. The trade was a 5.01% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Nicholas James Kemphaus sold 1,591 shares of the company's stock in a transaction dated Monday, August 10th. The shares were sold at an average price of $63.05, for a total value of $100,312.55. Following the completion of the sale, the executive vice president owned 35,087 shares of the company's stock, valued at $2,212,235.35. This represents a 4.34% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 10,591 shares of company stock worth $704,303. 1.90% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

Several research firms recently commented on DAR. Weiss Ratings upgraded Darling Ingredients from a "hold (c)" rating to a "hold (c+)" rating in a research report on Tuesday, August 11th. TD Cowen increased their price objective on Darling Ingredients from $70.00 to $80.00 and gave the stock a "buy" rating in a research note on Monday, July 27th. Wall Street Zen raised Darling Ingredients from a "buy" rating to a "strong-buy" rating in a report on Saturday, August 15th. Jefferies Financial Group upped their target price on shares of Darling Ingredients from $73.00 to $75.00 and gave the stock a "buy" rating in a report on Monday, May 4th. Finally, Barclays upped their price objective on shares of Darling Ingredients from $62.00 to $65.00 and gave the stock an "equal weight" rating in a research note on Monday, August 3rd. Ten analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of "Moderate Buy" and an average target price of $69.00.

Darling Ingredients Trading Up 1.2%

DAR stock opened at $67.74 on Friday. The company has a market cap of $10.69 billion, a P/E ratio of 18.26 and a beta of 1.02. Darling Ingredients Inc. has a twelve month low of $29.15 and a twelve month high of $69.98. The company has a quick ratio of 1.03, a current ratio of 1.56 and a debt-to-equity ratio of 0.73. The business has a fifty day moving average of $59.69 and a 200-day moving average of $58.24.

Darling Ingredients (NYSE:DAR - Get Free Report) last issued its earnings results on Thursday, July 30th. The company reported $2.41 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.40 by $1.01. Darling Ingredients had a net margin of 9.13% and a return on equity of 12.98%. The company had revenue of $1.72 billion for the quarter, compared to analyst estimates of $1.71 billion. During the same quarter last year, the firm earned $0.08 EPS. The company's revenue for the quarter was up 16.4% on a year-over-year basis. As a group, equities research analysts expect that Darling Ingredients Inc. will post 6.98 EPS for the current year.

About Darling Ingredients

Darling Ingredients Inc NYSE: DAR is a global leader in converting edible and inedible bio-nutrient streams into sustainable food, feed ingredients, renewable fuels and specialty products. Founded in 1882 and headquartered in Irving, Texas, the company builds on more than a century of experience in animal rendering and by-product recycling. Over time, Darling has expanded its capabilities beyond traditional rendering to include advanced processing technologies that support a circular economy and reduce waste from food and agricultural industries.

The company's core operations revolve around four primary segments: Feed Ingredients & Services, Food & Nutrition, Fuel Ingredients & Services, and Specialty Ingredients.

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