Archer Daniels Midland (NYSE:ADM) Issues FY 2026 Earnings Guidance

Archer Daniels Midland (NYSE:ADM) updated its FY 2026 earnings guidance on Tuesday. The company provided earnings per share guidance of 3.600-4.250 for the period, compared to the consensus earnings per share estimate of 4.230. The company issued revenue guidance of -.

Archer Daniels Midland Trading Up 1.0%

Shares of Archer Daniels Midland stock opened at $67.97 on Tuesday. Archer Daniels Midland has a 1 year low of $40.98 and a 1 year high of $69.75. The company has a market capitalization of $32.67 billion, a price-to-earnings ratio of 27.74, a P/E/G ratio of 4.61 and a beta of 0.70. The business has a fifty day simple moving average of $61.38 and a two-hundred day simple moving average of $60.38. The company has a debt-to-equity ratio of 0.29, a current ratio of 1.37 and a quick ratio of 0.92.

Archer Daniels Midland (NYSE:ADM) last issued its quarterly earnings data on Tuesday, February 3rd. The company reported $0.87 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.84 by $0.03. Archer Daniels Midland had a return on equity of 8.01% and a net margin of 1.43%.The company 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 company posted $1.14 earnings per share. The business’s revenue 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. Research analysts forecast that Archer Daniels Midland will post 4.31 EPS for the current year.

Archer Daniels Midland Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, December 11th. Stockholders of record on Wednesday, November 19th were issued a dividend of $0.51 per share. This represents a $2.04 dividend on an annualized basis and a dividend yield of 3.0%. The ex-dividend date of this dividend was Wednesday, November 19th. Archer Daniels Midland’s dividend payout ratio is 83.27%.

Wall Street Analyst Weigh In

A number of equities analysts recently issued reports on ADM shares. Zacks Research upgraded shares of Archer Daniels Midland from a “strong sell” rating to a “hold” rating in a research report on Friday, January 23rd. JPMorgan Chase & Co. raised their price objective on Archer Daniels Midland from $59.00 to $60.00 and gave the company an “underweight” rating in a research note on Wednesday, January 21st. UBS Group reaffirmed a “buy” rating on shares of Archer Daniels Midland in a report on Monday, December 15th. Morgan Stanley lowered shares of Archer Daniels Midland from an “equal weight” rating to an “underweight” rating and reduced their price objective for the company from $57.00 to $50.00 in a research note on Tuesday, December 16th. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of Archer Daniels Midland in a research report on Wednesday, January 21st. One investment analyst has rated the stock with a Buy rating, five have given a Hold rating and three have given a Sell rating to the company. According to data from MarketBeat, Archer Daniels Midland has a consensus rating of “Reduce” and an average target price of $54.50.

More Archer Daniels Midland News

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

• Positive Sentiment: Board approved a 2% dividend increase, extending ADM’s long dividend track record — supports income-oriented investors and signals confidence in cash flow. Archer Daniels Extending Royal Dividend Run With 2% Boost
• Positive Sentiment: Q4 EPS of $0.87 topped consensus ($0.84), indicating some operational resilience despite top-line weakness. ADM Press Release
• Neutral Sentiment: SEC settlement announced that may reshape governance and the company’s nutrition growth story; clears some regulatory overhang but keeps management oversight in focus. ADM SEC Settlement Reshapes Governance Outlook For Nutrition Growth Story
• Neutral Sentiment: Quarterly coverage and snapshots summarize mixed metrics (EPS beat, revenue miss, low net margin) — useful for analysts adjusting models. ADM: Q4 Earnings Snapshot
• Negative Sentiment: Management issued disappointing 2026 guidance and profit forecasts, triggering a sharp intraday share drop as investors reassess near-term earnings. ADM shares tumble as 2026 guidance disappoints despite Q4 earnings beat
• Negative Sentiment: Company forecasted lower 2026 profit citing delays in U.S. biofuel policy (RFS) implementation — a direct margin headwind for ADM’s biofuels and crush businesses. Grain trader ADM forecasts downbeat 2026 profit on US biofuel policy delay
• Negative Sentiment: WSJ reports Q4 profit and revenue declined amid trade and policy uncertainty — reinforces concerns about cyclical headwinds and volatility in global commodity markets. Archer Daniels Profit, Revenue Fall on Biofuel Policy and Trade Uncertainty
• Negative Sentiment: Ongoing accounting/governance issues remain a confidence overhang, flagged by pre-earnings coverage and investor scrutiny — increases perceived execution risk. ADM Earnings on Deck as Accounting Scandal Tests Investor Confidence

Hedge Funds Weigh In On Archer Daniels Midland

A number of hedge funds have recently bought and sold shares of ADM. Jacobs Levy Equity Management Inc. raised its holdings in Archer Daniels Midland by 176.8% in the 3rd quarter. Jacobs Levy Equity Management Inc. now owns 1,967,471 shares of the company’s stock worth $117,537,000 after acquiring an additional 1,256,596 shares during the period. California Public Employees Retirement System raised its stake in shares of Archer Daniels Midland by 12.0% in the 3rd quarter. California Public Employees Retirement System now owns 908,291 shares of the company’s stock valued at $54,261,000 after buying an additional 96,998 shares in the last quarter. Man Group plc acquired a new position in Archer Daniels Midland in the third quarter worth about $41,036,000. Woodline Partners LP lifted its position in shares of Archer Daniels Midland by 15.4% during the 3rd quarter. Woodline Partners LP now owns 648,237 shares of the company’s stock worth $38,726,000 after buying an additional 86,359 shares during the period. Finally, Raymond James Financial Inc. lifted its holdings in shares of Archer Daniels Midland by 9.1% during the second quarter. Raymond James Financial Inc. now owns 644,085 shares of the company’s stock valued at $33,995,000 after acquiring an additional 53,902 shares during the period. 78.28% of the stock is currently owned by institutional investors and hedge funds.

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.