Insider Selling: Andersons (NASDAQ:ANDE) Director Sells 16,466 Shares of Stock

Key Points

• Insider sale: Director Patrick Bowe sold 16,466 shares on May 5 at an average price of $80.76 for about $1.33M under a Rule 10b5-1 plan, reducing his stake by 17.36% to 78,409 shares (~$6.33M).
• Q1 results and market reaction: The Andersons beat EPS expectations ($1.12 vs. $0.70) but missed revenue ($2.63B vs. $2.71B), and the stock slid to $68.48 on heavy volume.
• Outlook and sentiment: Management reaffirmed a $7 long-term EPS target and guided to roughly $225M of 2026 capex, but deeply negative operating cash and recent insider selling have raised short-term liquidity concerns amid mixed analyst ratings and a 1.2% dividend yield.

The Andersons, Inc. (NASDAQ:ANDE - Get Free Report) Director Patrick Bowe sold 16,466 shares of the firm's stock in a transaction on Tuesday, May 5th. The shares were sold at an average price of $80.76, for a total value of $1,329,794.16. Following the completion of the sale, the director owned 78,409 shares in the company, valued at $6,332,310.84. The trade was a 17.36% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Andersons Stock Performance

Shares of NASDAQ ANDE traded down $10.81 during midday trading on Wednesday, reaching $68.48. 643,455 shares of the company traded hands, compared to its average volume of 326,349. The Andersons, Inc. has a 52 week low of $31.03 and a 52 week high of $82.11. The stock has a 50-day moving average price of $71.06 and a 200 day moving average price of $60.49. The company has a debt-to-equity ratio of 0.43, a current ratio of 1.41 and a quick ratio of 0.60. The company has a market cap of $2.33 billion, a price-to-earnings ratio of 24.46 and a beta of 0.69.

Andersons (NASDAQ:ANDE - Get Free Report) last issued its quarterly earnings data on Tuesday, May 5th. The basic materials company reported $1.12 earnings per share for the quarter, beating analysts' consensus estimates of $0.70 by $0.42. Andersons had a net margin of 0.87% and a return on equity of 7.76%. The business had revenue of $2.63 billion for the quarter, compared to analysts' expectations of $2.71 billion. During the same period in the previous year, the business earned $0.12 earnings per share. The company's revenue was down 1.2% on a year-over-year basis.

Andersons Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, April 22nd. Investors of record on Wednesday, April 1st were paid a dividend of $0.20 per share. This represents a $0.80 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date was Wednesday, April 1st. Andersons's payout ratio is currently 28.57%.

Analyst Upgrades and Downgrades

Several equities research analysts have commented on ANDE shares. Wall Street Zen cut shares of Andersons from a "buy" rating to a "hold" rating in a research report on Saturday, March 14th. Weiss Ratings reiterated a "hold (c)" rating on shares of Andersons in a research report on Monday, April 20th. BMO Capital Markets boosted their price target on shares of Andersons from $65.00 to $75.00 and gave the stock an "outperform" rating in a research report on Thursday, February 19th. Finally, Benchmark reiterated a "buy" rating on shares of Andersons in a research report on Wednesday, February 18th. Three research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $68.33.

Hedge Funds Weigh In On Andersons

Institutional investors have recently bought and sold shares of the stock. Uniplan Investment Counsel Inc. purchased a new position in Andersons in the 4th quarter worth about $25,000. Wealth Enhancement Advisory Services LLC purchased a new position in Andersons in the 3rd quarter worth about $30,000. Optima Capital LLC purchased a new position in Andersons in the 4th quarter worth about $32,000. Larson Financial Group LLC increased its stake in Andersons by 33,600.0% in the 3rd quarter. Larson Financial Group LLC now owns 1,011 shares of the basic materials company's stock worth $40,000 after purchasing an additional 1,008 shares in the last quarter. Finally, Nomura Asset Management Co. Ltd. increased its stake in Andersons by 95.2% in the 4th quarter. Nomura Asset Management Co. Ltd. now owns 820 shares of the basic materials company's stock worth $44,000 after purchasing an additional 400 shares in the last quarter. Hedge funds and other institutional investors own 87.06% of the company's stock.

Key Stories Impacting Andersons

Here are the key news stories impacting Andersons this week:

• Positive Sentiment: Record Renewables performance: Renewables delivered record production and about $40M pretax income in Q1, driving much of the quarter’s profit improvement. Renewables drive record first quarter for The Andersons
• Positive Sentiment: EPS and adjusted profitability beat: The company reported record first-quarter net income of ~$33M (GAAP EPS ~$0.97) and adjusted net income/EPS that topped estimates, showing improved margins and adjusted EBITDA strength. The Andersons, Inc. Reports First Quarter Results
• Positive Sentiment: Management reaffirmed long-term targets: The Andersons reiterated a $7 EPS target by end of 2028, signaling management confidence in the multi-year growth path. The Andersons reaffirms $7 EPS target by end of 2028 while guiding to ~$225M 2026 capex
• Neutral Sentiment: Analyst/ownership backdrop: Several analysts remain constructive with mid‑$70s targets and institutional buying mixed with recent large portfolio moves, providing both support and variability to sentiment. Andersons Inc. Releases Q1 2026 Earnings
• Negative Sentiment: Revenue missed expectations: Q1 revenue came in below consensus (~$2.63B vs. ~$2.71B), which, combined with a thin net margin, disappointed investors focused on top-line momentum. Andersons Inc. Releases Q1 2026 Earnings
• Negative Sentiment: Liquidity pressure and big near‑term capex: Operating cash was deeply negative and cash balances fell year‑over‑year; management guided roughly $225M of 2026 capex — a combination that raises short‑term funding concerns. Andersons Inc. Releases Q1 2026 Earnings
• Negative Sentiment: Insider selling: Directors/executives have executed sales (including a recent 19,100‑share sale disclosed under a 10b5‑1 plan), which can amplify negative sentiment when liquidity is a concern. Andersons insider selling reports

About Andersons

The Andersons, Inc operates as a diversified agriculture company offering a broad range of products and services to farmers, retailers and industrial customers. Through its Grain Group, the company purchases, stores, merchandises and transports corn, soybeans and other commodities, while its Renewables Group produces ethanol and distillers grains at multiple plants in the U.S. The Rail Group provides locomotive leasing, railcar repair and related maintenance services, and the Horticulture Group supplies turf, specialty and horticultural products to landscaping professionals and consumer lawn and garden retailers.

Founded in 1947 and headquartered in Maumee, Ohio, The Andersons has grown from a regional grain elevator operator into an integrated agribusiness platform.

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