JT Stratford LLC Invests $965,000 in Archer Daniels Midland Company $ADM

Key Points

• JT Stratford LLC opened a new position in Archer Daniels Midland (NYSE:ADM) in Q3, buying 16,158 shares worth about $965,000, and institutional investors now hold roughly 78.28% of the stock.
• Q results and outlook: ADM reported $0.87 EPS (beat $0.80) but revenue of $18.56B missed expectations and fell 13.7% year‑over‑year, and the company set FY2026 guidance of $3.60–$4.25 EPS while the MarketBeat consensus is 4.31 and the consensus rating is "Reduce" with an average price target of $58.
• Dividend and insider activity: ADM raised its quarterly dividend to $0.52 ($2.08 annualized, ~3.1% yield), while insiders were active—Director David R. McAtee II bought 7,500 shares (~$486,750) and SVP Jennifer L. Weber sold 25,000 shares (~$1.676M); insiders own about 1.20%.

JT Stratford LLC acquired a new position in shares of Archer Daniels Midland Company (NYSE:ADM - Free Report) in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 16,158 shares of the company's stock, valued at approximately $965,000.

Several other hedge funds have also recently added to or reduced their stakes in the stock. Dimensional Fund Advisors LP increased its stake in shares of Archer Daniels Midland by 7.3% in the 3rd quarter. Dimensional Fund Advisors LP now owns 3,734,447 shares of the company's stock valued at $223,112,000 after acquiring an additional 253,562 shares during the last quarter. Cresset Asset Management LLC grew its holdings in Archer Daniels Midland by 15.1% during the third quarter. Cresset Asset Management LLC now owns 22,419 shares of the company's stock valued at $1,339,000 after purchasing an additional 2,946 shares during the period. Picton Mahoney Asset Management bought a new stake in Archer Daniels Midland in the third quarter valued at approximately $911,000. CI Investments Inc. raised its holdings in Archer Daniels Midland by 15.4% in the third quarter. CI Investments Inc. now owns 3,720 shares of the company's stock worth $222,000 after purchasing an additional 497 shares during the period. Finally, 111 Capital bought a new position in shares of Archer Daniels Midland during the third quarter worth $294,000. Institutional investors and hedge funds own 78.28% of the company's stock.

Insider Buying and Selling at Archer Daniels Midland

In other Archer Daniels Midland news, Director David R. Mcatee II purchased 7,500 shares of the business's stock in a transaction on Thursday, February 5th. The shares were purchased at an average cost of $64.90 per share, with a total value of $486,750.00. Following the transaction, the director directly owned 7,500 shares of the company's stock, valued at $486,750. This represents a ∞ increase in their position. The purchase was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, SVP Jennifer L. Weber sold 25,000 shares of the firm's stock in a transaction dated Tuesday, February 17th. The shares were 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 of the company's stock, valued at $8,290,702.72. The trade was a 16.82% decrease in their position. The disclosure for this sale is available in the SEC filing. 1.20% of the stock is currently owned by insiders.

Archer Daniels Midland Stock Down 1.0%

ADM stock opened at $66.56 on Friday. 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 $32.03 billion, a P/E ratio of 29.98, a P/E/G ratio of 0.90 and a beta of 0.68. Archer Daniels Midland Company has a fifty-two week low of $40.98 and a fifty-two week high of $70.48. The business has a 50-day moving average of $65.47 and a 200-day moving average of $62.18.

Archer Daniels Midland (NYSE:ADM - Get Free Report) last released its earnings results on Tuesday, February 3rd. The company reported $0.87 EPS for the quarter, beating 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 business's quarterly revenue was down 13.7% compared to the same quarter last year. During the same quarter in the previous year, the business posted $1.14 EPS. Archer Daniels Midland has set its FY 2026 guidance at 3.600-4.250 EPS. On average, sell-side analysts anticipate that Archer Daniels Midland Company will post 4.31 earnings per share for the current fiscal year.

Archer Daniels Midland Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Tuesday, February 17th will be given a $0.52 dividend. This represents a $2.08 dividend on an annualized basis and a yield of 3.1%. This is an increase from Archer Daniels Midland's previous quarterly dividend of $0.51. The ex-dividend date of this dividend is Tuesday, February 17th. Archer Daniels Midland's payout ratio is 93.69%.

Wall Street Analyst Weigh In

A number of research firms recently commented on ADM. BMO Capital Markets restated a "market perform" rating and issued a $63.00 price objective on shares of Archer Daniels Midland in a research report on Wednesday, February 4th. UBS Group reissued a "buy" rating on shares of Archer Daniels Midland in a research note on Monday, December 15th. JPMorgan Chase & Co. raised their price target on Archer Daniels Midland from $60.00 to $61.00 and gave the stock an "underweight" rating in a research report on Wednesday, February 4th. Barclays boosted their price objective on Archer Daniels Midland from $61.00 to $68.00 and gave the company an "equal weight" rating in a research report on Thursday, February 19th. Finally, Weiss Ratings restated a "hold (c)" rating on shares of Archer Daniels Midland in a report on Wednesday, January 21st. One investment analyst has rated the stock with a Buy rating, five have assigned a Hold rating and three have assigned a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of "Reduce" and an average price target of $58.00.

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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