Mitsubishi UFJ Asset Management Co. Ltd. Grows Position in Archer Daniels Midland Company $ADM

Key Points

• Mitsubishi UFJ Asset Management raised its stake in Archer Daniels Midland by 2.1% in Q4, owning 1,065,018 shares worth about $62.9 million, and institutional investors now control roughly 78.28% of the stock.
• ADM has raised its 2026 EPS outlook citing stronger-than-expected biofuel margins, beat Q1 EPS estimates ($0.71 vs. $0.66) despite a revenue miss, and declared a quarterly cash dividend of $0.52 per share (annualized $2.08, ~2.7% yield).

Mitsubishi UFJ Asset Management Co. Ltd. boosted its position in Archer Daniels Midland Company (NYSE:ADM - Free Report) by 2.1% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 1,065,018 shares of the company's stock after purchasing an additional 21,673 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. owned about 0.22% of Archer Daniels Midland worth $62,889,000 as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in the stock. Principal Financial Group Inc. lifted its position in shares of Archer Daniels Midland by 6.2% during the 4th quarter. Principal Financial Group Inc. now owns 647,299 shares of the company's stock valued at $37,213,000 after buying an additional 37,997 shares in the last quarter. Truist Financial Corp lifted its holdings in Archer Daniels Midland by 4.4% in the 4th quarter. Truist Financial Corp now owns 50,627 shares of the company's stock worth $2,911,000 after purchasing an additional 2,144 shares in the last quarter. Avidian Wealth Enterprises LLC lifted its holdings in Archer Daniels Midland by 7.8% in the 4th quarter. Avidian Wealth Enterprises LLC now owns 14,255 shares of the company's stock worth $820,000 after purchasing an additional 1,028 shares in the last quarter. PKO Investment Management Joint Stock Co increased its stake in Archer Daniels Midland by 3.5% in the 4th quarter. PKO Investment Management Joint Stock Co now owns 14,600 shares of the company's stock worth $839,000 after acquiring an additional 500 shares during the last quarter. Finally, Hussman Strategic Advisors Inc. bought a new stake in Archer Daniels Midland in the 4th quarter worth approximately $1,207,000. 78.28% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Archer Daniels Midland

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

• Positive Sentiment: ADM raised its 2026 EPS outlook after citing stronger-than-expected biofuel margins, which supports near-term earnings growth and the company's guidance range. ADM lifts 2026 EPS forecast
• Positive Sentiment: ADM reiterated/raised profit expectations tied to stronger biofuel demand and grain-trading dynamics — a driver for improved margins in its Oils & Biofuels segment. Grain trader ADM raises profit forecast
• Positive Sentiment: ADM declared a quarterly cash dividend of $0.52 per share (ex-div May 20; payable Jun 10), continuing a long record of consecutive dividend increases — supportive for income-focused investors. ADM Declares Cash Dividend
• Neutral Sentiment: Coverage pieces discuss ADM’s valuation after recent share strength — helpful context for investors judging whether current multiples (PE ~35) fairly reflect outlook and commodity-cycle exposure. A Look At Archer-Daniels-Midland Valuation
• Neutral Sentiment: Articles summarizing drivers and forecasts for ADM (grain processing, oilseeds, biofuels) provide background on segment mix and seasonality that underpin the recent guidance move. Archer Daniels Midland Stock Forecast: What’s Driving Focus
• Negative Sentiment: JPMorgan raised its price target from $65 to $74 but maintained an "underweight" rating; the continued cautious stance from a major bank introduces analyst skepticism and may limit short-term upside despite the higher target. JPMorgan raises price target but stays underweight

Archer Daniels Midland Stock Performance

Shares of Archer Daniels Midland stock opened at $77.50 on Friday. The stock's fifty day moving average is $70.72 and its two-hundred day moving average is $65.09. The company has a market capitalization of $37.35 billion, a PE ratio of 34.75 and a beta of 0.59. The company has a quick ratio of 0.83, a current ratio of 1.31 and a debt-to-equity ratio of 0.28. Archer Daniels Midland Company has a 52 week low of $46.81 and a 52 week high of $81.75.

Archer Daniels Midland (NYSE:ADM - Get Free Report) last announced its quarterly earnings data on Tuesday, May 5th. The company reported $0.71 EPS for the quarter, beating the consensus estimate of $0.66 by $0.05. The company had revenue of $20.49 billion for the quarter, compared to the consensus estimate of $21.35 billion. Archer Daniels Midland had a return on equity of 7.37% and a net margin of 1.34%.Archer Daniels Midland's quarterly revenue was up 1.6% on a year-over-year basis. During the same quarter in the prior year, the company posted $0.70 EPS. Archer Daniels Midland has set its FY 2026 guidance at 4.150-4.70 EPS. As a group, analysts expect that Archer Daniels Midland Company will post 4.56 earnings per share for the current year.

Archer Daniels Midland Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, June 10th. Stockholders of record on Wednesday, May 20th will be given a dividend of $0.52 per share. The ex-dividend date of this dividend is Wednesday, May 20th. This represents a $2.08 dividend on an annualized basis and a dividend yield of 2.7%. Archer Daniels Midland's dividend payout ratio is presently 93.69%.

Insider Transactions at Archer Daniels Midland

In other news, SVP Gregory A. Morris sold 50,000 shares of the stock in a transaction on 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 transaction, the senior vice president owned 300,122 shares of the company's stock, valued at approximately $20,552,354.56. This represents a 14.28% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, SVP Ian R. Pinner sold 34,106 shares of the stock in a transaction on 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 transaction, the senior vice president directly owned 90,676 shares in the company, valued at $6,486,054.28. The trade was a 27.33% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 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.

Wall Street Analyst Weigh In

A number of research firms have issued reports 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 research note on Wednesday, February 4th. Zacks Research raised Archer Daniels Midland from a "hold" rating to a "strong-buy" rating in a research note on Monday, April 6th. Morgan Stanley increased their price target on shares of Archer Daniels Midland from $54.00 to $58.00 and gave the company an "underweight" rating in a report on Wednesday. Barclays increased their price target on shares of Archer Daniels Midland from $77.00 to $85.00 and gave the company an "equal weight" rating in a report on Wednesday. Finally, JPMorgan Chase & Co. upped their price objective on Archer Daniels Midland from $65.00 to $74.00 and gave the company an "underweight" rating in a research report on Wednesday. One analyst has rated the stock with a Strong Buy rating, one has given a Buy rating, four have issued a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, the company currently has an average rating of "Hold" and an average target price of $74.50.

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.

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