Polianta Ltd Invests $1.48 Million in Archer Daniels Midland Company $ADM

Key Points

• Polianta Ltd bought a new position of 25,700 ADM shares in Q4 worth about $1.48 million, and institutional investors now own roughly 78.28% of the stock.
• ADM reported Q results with $0.87 EPS (beating the $0.80 estimate) but missed on revenue at $18.56B versus $21.03B (down 13.7% YoY); management set FY2026 EPS guidance of 3.600–4.250 while analysts project about 4.31 EPS.
• ADM raised its quarterly dividend to $0.52 ($2.08 annualized, ~2.9% yield) while carrying a high payout ratio (~93.7%), and insiders have sold 109,106 shares (~$7.54M) over the past three months.

Polianta Ltd bought a new position in shares of Archer Daniels Midland Company (NYSE:ADM - Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 25,700 shares of the company's stock, valued at approximately $1,477,000.

A number of other institutional investors also recently added to or reduced their stakes in ADM. Tiemann Investment Advisors LLC raised its holdings in shares of Archer Daniels Midland by 4.5% in the 3rd quarter. Tiemann Investment Advisors LLC now owns 4,085 shares of the company's stock valued at $244,000 after purchasing an additional 175 shares in the last quarter. Centennial Wealth Advisory LLC grew its stake in shares of Archer Daniels Midland by 1.5% during the third quarter. Centennial Wealth Advisory LLC now owns 12,696 shares of the company's stock worth $758,000 after purchasing an additional 184 shares in the last quarter. CVA Family Office LLC increased its holdings in Archer Daniels Midland by 5.5% in the fourth quarter. CVA Family Office LLC now owns 3,731 shares of the company's stock valued at $214,000 after buying an additional 193 shares during the last quarter. United Capital Financial Advisors LLC increased its holdings in Archer Daniels Midland by 1.6% in the third quarter. United Capital Financial Advisors LLC now owns 12,897 shares of the company's stock valued at $770,000 after buying an additional 198 shares during the last quarter. Finally, Caldwell Trust Co raised its stake in Archer Daniels Midland by 44.7% in the third quarter. Caldwell Trust Co now owns 647 shares of the company's stock valued at $39,000 after buying an additional 200 shares in the last quarter. Hedge funds and other institutional investors own 78.28% of the company's stock.

Archer Daniels Midland Price Performance

Shares of NYSE:ADM opened at $71.70 on Tuesday. Archer Daniels Midland Company has a one year low of $40.98 and a one year high of $74.19. The stock has a market capitalization of $34.55 billion, a price-to-earnings ratio of 32.30, a PEG ratio of 0.88 and a beta of 0.68. The company has a 50-day simple moving average of $68.65 and a 200-day simple moving average of $63.18. The company has a debt-to-equity ratio of 0.29, a quick ratio of 0.83 and a current ratio of 1.37.

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

Archer Daniels Midland Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 17th were paid a dividend of $0.52 per share. This represents a $2.08 annualized dividend and a dividend yield of 2.9%. This is a boost from Archer Daniels Midland's previous quarterly dividend of $0.51. The ex-dividend date was Tuesday, February 17th. Archer Daniels Midland's dividend payout ratio (DPR) is currently 93.69%.

Analyst Upgrades and Downgrades

ADM has been the subject of several analyst reports. BMO Capital Markets reaffirmed a "market perform" rating and set a $63.00 price objective on shares of Archer Daniels Midland in a research report on Wednesday, February 4th. Barclays raised their target price 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. Weiss Ratings restated a "hold (c)" rating on shares of Archer Daniels Midland in a research note on Wednesday, January 21st. Zacks Research upgraded shares of Archer Daniels Midland from a "strong sell" rating to a "hold" rating in a research note on Friday, January 23rd. Finally, Morgan Stanley cut shares of Archer Daniels Midland from an "equal weight" rating to an "underweight" rating and cut their price objective for the stock from $57.00 to $50.00 in a report on Tuesday, December 16th. One investment analyst has rated the stock with a Buy rating, five have issued a Hold rating and three have assigned a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of "Reduce" and an average price target of $58.57.

Insider Buying and Selling

In other Archer Daniels Midland news, SVP Gregory A. Morris sold 50,000 shares of the company's stock in a transaction on Tuesday, March 10th. The shares were 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 in the company, valued at approximately $20,552,354.56. This represents a 14.28% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, SVP Ian R. Pinner sold 34,106 shares of Archer Daniels Midland stock in a transaction dated Friday, March 13th. The shares were sold at an average price of $71.53, for a total transaction of $2,439,602.18. Following the completion of the sale, the senior vice president directly owned 90,676 shares in the company, valued at approximately $6,486,054.28. The trade was a 27.33% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 109,106 shares of company stock worth $7,539,602 over the last three months. 0.70% of the stock is owned by company insiders.

Archer Daniels Midland Company 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.

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.