Brandywine Global Investment Management LLC Reduces Position in Archer Daniels Midland Company $ADM

Brandywine Global Investment Management LLC trimmed its position in shares of Archer Daniels Midland Company (NYSE:ADM) by 0.9% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,161,285 shares of the company’s stock after selling 10,199 shares during the period. Brandywine Global Investment Management LLC’s holdings in Archer Daniels Midland were worth $66,762,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Woodline Partners LP boosted its position in shares of Archer Daniels Midland by 40.8% during the first quarter. Woodline Partners LP now owns 40,429 shares of the company’s stock valued at $1,941,000 after buying an additional 11,715 shares during the period. Daiwa Securities Group Inc. lifted its stake in shares of Archer Daniels Midland by 5.3% during the 2nd quarter. Daiwa Securities Group Inc. now owns 83,983 shares of the company’s stock worth $4,433,000 after acquiring an additional 4,224 shares during the last quarter. Sei Investments Co. boosted its holdings in Archer Daniels Midland by 40.0% during the 2nd quarter. Sei Investments Co. now owns 191,633 shares of the company’s stock valued at $10,116,000 after acquiring an additional 54,746 shares during the period. Glenview Trust co purchased a new position in Archer Daniels Midland during the 2nd quarter valued at $203,000. Finally, Treasurer of the State of North Carolina grew its position in Archer Daniels Midland by 2.3% in the 2nd quarter. Treasurer of the State of North Carolina now owns 223,280 shares of the company’s stock valued at $11,785,000 after acquiring an additional 5,051 shares during the last quarter. 78.28% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

ADM has been the subject of several research analyst reports. Wall Street Zen upgraded Archer Daniels Midland from a “hold” rating to a “buy” rating in a research report on Saturday, May 9th. Morgan Stanley upped their price target on shares of Archer Daniels Midland from $54.00 to $58.00 and gave the stock an “underweight” rating in a report on Wednesday, May 6th. UBS Group raised their price target on shares of Archer Daniels Midland from $70.00 to $90.00 and gave the stock a “buy” rating in a research note on Thursday, May 7th. JPMorgan Chase & Co. lifted their price objective on shares of Archer Daniels Midland from $65.00 to $74.00 and gave the company an “underweight” rating in a report on Wednesday, May 6th. Finally, Weiss Ratings restated a “hold (c)” rating on shares of Archer Daniels Midland in a research note on Monday, April 20th. One equities research 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 issued a Sell rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Hold” and an average price target of $74.50.

Archer Daniels Midland Price Performance

ADM opened at $81.18 on Monday. The company has a market capitalization of $39.13 billion, a price-to-earnings ratio of 36.40 and a beta of 0.60. The company has a current ratio of 1.31, a quick ratio of 0.80 and a debt-to-equity ratio of 0.28. Archer Daniels Midland Company has a 12-month low of $47.25 and a 12-month high of $85.37. The business’s fifty day simple moving average is $75.31 and its 200-day simple moving average is $68.11.

Archer Daniels Midland (NYSE:ADM) last released its quarterly earnings data on Tuesday, May 5th. The company reported $0.71 earnings per share for the quarter, topping analysts’ consensus estimates of $0.66 by $0.05. Archer Daniels Midland had a net margin of 1.34% and a return on equity of 7.37%. The company had revenue of $20.49 billion during the quarter, compared to analyst estimates of $21.35 billion. During the same period in the prior year, the firm earned $0.70 earnings per share. The firm’s revenue for the quarter was up 1.6% compared to the same quarter last year. Archer Daniels Midland has set its FY 2026 guidance at 4.150-4.70 EPS. On average, equities research analysts anticipate that Archer Daniels Midland Company will post 4.43 earnings per share for the current fiscal year.

Archer Daniels Midland Announces Dividend

The firm 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 $0.52 dividend. This represents a $2.08 annualized dividend and a dividend yield of 2.6%. The ex-dividend date of this dividend is Wednesday, May 20th. Archer Daniels Midland’s dividend payout ratio is presently 93.27%.

Insider Buying and Selling

In related news, SVP Ian R. Pinner sold 34,106 shares of Archer Daniels Midland stock in a transaction that occurred on 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 transaction, the senior vice president directly owned 90,676 shares of the company’s stock, valued at $6,486,054.28. This trade represents a 27.33% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, SVP Gregory A. Morris sold 50,000 shares of the stock in a transaction on Tuesday, March 10th. The shares were sold at an average price of $68.48, for a total value of $3,424,000.00. Following the sale, the senior vice president directly owned 300,122 shares in the company, valued at $20,552,354.56. This trade represents a 14.28% decrease in their position. The SEC filing for this sale provides additional information. 0.60% of the stock is currently 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.