Robeco Institutional Asset Management B.V. Acquires 201,712 Shares of Archer Daniels Midland Company $ADM

Key Points

• Robeco Institutional Asset Management increased its stake in Archer Daniels Midland by 36.2%, buying 201,712 shares to hold 759,333 shares worth about $43.65 million (≈0.16% of ADM) at quarter-end.
• Company insiders were active: Director David R. McAtee II bought 7,500 shares at $64.90, while SVP Gregory A. Morris sold 50,000 shares at $68.48; insiders have sold 109,106 shares in the past three months and own 0.60% of the stock.
• ADM raised its quarterly dividend to $0.52 (annualized $2.08, yield ~3.0%) and reported Q results with $0.87 EPS (beat) but lower revenue year-over-year, setting FY2026 EPS guidance of 3.60–4.25 versus analysts' average ~4.31.

Robeco Institutional Asset Management B.V. raised its holdings in Archer Daniels Midland Company (NYSE:ADM - Free Report) by 36.2% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 759,333 shares of the company's stock after buying an additional 201,712 shares during the quarter. Robeco Institutional Asset Management B.V. owned about 0.16% of Archer Daniels Midland worth $43,654,000 at the end of the most recent quarter.

A number of other large investors have also recently made changes to their positions in the business. Dodge & Cox grew its position in shares of Archer Daniels Midland by 130.1% in the 3rd quarter. Dodge & Cox now owns 15,068,544 shares of the company's stock worth $900,195,000 after buying an additional 8,518,920 shares during the last quarter. Pacer Advisors Inc. lifted its stake in shares of Archer Daniels Midland by 8,609.3% in the 3rd quarter. Pacer Advisors Inc. now owns 4,405,427 shares of the company's stock valued at $263,180,000 after purchasing an additional 4,354,844 shares during the period. Dimensional Fund Advisors LP lifted 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 purchasing an additional 253,562 shares during the period. Bank of New York Mellon Corp lifted its stake in shares of Archer Daniels Midland by 4.2% in the 3rd quarter. Bank of New York Mellon Corp now owns 2,921,977 shares of the company's stock valued at $174,559,000 after purchasing an additional 118,699 shares during the period. Finally, Legal & General Group Plc lifted its stake in shares of Archer Daniels Midland by 1.0% in the 3rd quarter. Legal & General Group Plc now owns 2,634,327 shares of the company's stock valued at $157,375,000 after purchasing an additional 25,882 shares during the period. 78.28% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In other Archer Daniels Midland news, Director David R. Mcatee II purchased 7,500 shares of the firm's stock in a transaction dated Thursday, February 5th. The stock was purchased at an average price of $64.90 per share, for a total transaction of $486,750.00. Following the completion of the purchase, the director directly owned 7,500 shares of the company's stock, valued at $486,750. This trade represents a ∞ increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, SVP Gregory A. Morris sold 50,000 shares of the business's stock in a transaction on Tuesday, March 10th. The stock was sold at an average price of $68.48, for a total value 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 represents a 14.28% 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. Company insiders own 0.60% of the company's stock.

Archer Daniels Midland Stock Up 0.1%

Shares of NYSE:ADM opened at $69.77 on Tuesday. The stock has a fifty day simple moving average of $69.58 and a two-hundred day simple moving average of $63.95. The stock has a market capitalization of $33.62 billion, a price-to-earnings ratio of 31.43, a PEG ratio of 0.85 and a beta of 0.65. Archer Daniels Midland Company has a 12-month low of $45.42 and a 12-month high of $74.19. The company has a current ratio of 1.37, a quick ratio of 0.83 and a debt-to-equity ratio of 0.29.

Archer Daniels Midland (NYSE:ADM - Get Free Report) last announced its quarterly earnings data on Tuesday, February 3rd. The company reported $0.87 earnings per share (EPS) for the quarter, beating analysts' consensus estimates 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 business had revenue of $18.56 billion during the quarter, compared to analysts' expectations of $21.03 billion. During the same quarter in the previous year, the business earned $1.14 earnings per share. The firm's quarterly revenue was down 13.7% compared to the same quarter last year. Archer Daniels Midland has set its FY 2026 guidance at 3.600-4.250 EPS. On average, research 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 declared a quarterly dividend, which was paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 17th were paid a $0.52 dividend. This is an increase from Archer Daniels Midland's previous quarterly dividend of $0.51. This represents a $2.08 annualized dividend and a dividend yield of 3.0%. The ex-dividend date was Tuesday, February 17th. Archer Daniels Midland's dividend payout ratio (DPR) is presently 93.69%.

Wall Street Analyst Weigh In

A number of research analysts have recently commented on the company. BMO Capital Markets restated a "market perform" rating and issued a $63.00 target price on shares of Archer Daniels Midland in a research note on Wednesday, February 4th. Weiss Ratings restated a "hold (c)" rating on shares of Archer Daniels Midland in a research note on Wednesday, January 21st. UBS Group restated a "buy" rating on shares of Archer Daniels Midland in a research note on Monday, December 15th. JPMorgan Chase & Co. raised their target price on Archer Daniels Midland from $61.00 to $65.00 and gave the company an "underweight" rating in a research note on Tuesday, March 24th. Finally, Barclays raised their target price on Archer Daniels Midland from $68.00 to $77.00 and gave the company an "equal weight" rating in a research note on Wednesday, April 1st. One investment analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating, five have issued a Hold rating and three have assigned a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of "Hold" and an average price target of $62.00.

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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