Archer Daniels Midland (NYSE:ADM) Announces Earnings Results, Beats Expectations By $0.05 EPS

Archer Daniels Midland (NYSE:ADM) posted its quarterly earnings results on Tuesday. The company reported $0.71 EPS for the quarter, beating the consensus estimate of $0.66 by $0.05, FiscalAI reports. The firm had revenue of $20.49 billion for the quarter, compared to analyst estimates of $21.35 billion. Archer Daniels Midland had a net margin of 1.34% and a return on equity of 7.37%. Archer Daniels Midland’s revenue for the quarter was up 1.6% compared to the same quarter last year. During the same quarter last year, the firm posted $0.70 earnings per share. Archer Daniels Midland updated its FY 2026 guidance to 4.150-4.70 EPS.

Here are the key takeaways from Archer Daniels Midland’s conference call:

• ADM raised full?year adjusted EPS guidance to $4.15–$4.70 (previously $3.60–$4.25), citing continued execution and a constructive margin environment in crush and ethanol.
• Q1 results included approximately $275 million of net negative mark?to?market and timing impacts (mostly in crushing and refined products), which management expects will largely reverse in Q2.
• Ethanol and soybean crush margins strengthened after the EPA finalized the RVOs, and management expects roughly $150 million of incremental benefit from the 45Z tax incentives for 2026.
• Nutrition showed improving momentum — Human Nutrition revenue +3% YoY and operating profit +39% QoQ — aided by the return of Decatur East capacity and growth investments in natural colors/flavors, precision fermentation, and biosolutions.
• Financial discipline intact — Q1 cash flow from operations before working capital ~$442 million, 2026 CapEx guidance of $1.3–$1.5 billion, net leverage 2.2x (seasonal), and the company paid its 377th consecutive quarterly dividend.

Archer Daniels Midland Price Performance

Shares of ADM stock opened at $77.69 on Friday. The firm has a fifty day simple moving average of $70.72 and a 200-day simple moving average of $65.09. The company has a market capitalization of $37.45 billion, a PE ratio of 34.84 and a beta of 0.59. Archer Daniels Midland has a twelve month low of $46.81 and a twelve month high of $81.75. The company has a current ratio of 1.31, a quick ratio of 0.83 and a debt-to-equity ratio of 0.28.

Archer Daniels Midland Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, June 10th. Stockholders of record on Wednesday, May 20th will be paid a $0.52 dividend. The ex-dividend date is Wednesday, May 20th. This represents a $2.08 annualized dividend and a dividend yield of 2.7%. Archer Daniels Midland’s dividend payout ratio is 93.27%.

Insider Buying and Selling

In other Archer Daniels Midland news, SVP Ian R. Pinner sold 34,106 shares of the business’s stock in a transaction on Friday, March 13th. The shares were sold at an average price of $71.53, for a total value of $2,439,602.18. Following the transaction, the senior vice president owned 90,676 shares in the company, valued at $6,486,054.28. The trade was a 27.33% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, SVP Gregory A. Morris sold 50,000 shares of the company’s stock in a transaction dated 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 directly owned 300,122 shares of the company’s stock, valued at approximately $20,552,354.56. The trade was a 14.28% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 109,106 shares of company stock valued at $7,539,602 in the last quarter. Company insiders own 0.60% of the company’s stock.

Institutional Trading of Archer Daniels Midland

Several institutional investors have recently added to or reduced their stakes in ADM. Motiv8 Investments LLC acquired a new position in Archer Daniels Midland during the 4th quarter worth $26,000. Caitong International Asset Management Co. Ltd lifted its position in shares of Archer Daniels Midland by 313.8% during the third quarter. Caitong International Asset Management Co. Ltd now owns 509 shares of the company’s stock worth $30,000 after purchasing an additional 386 shares during the last quarter. DV Equities LLC bought a new position in shares of Archer Daniels Midland during the fourth quarter worth about $38,000. Atlas Capital Advisors Inc. acquired a new position in Archer Daniels Midland in the fourth quarter worth about $47,000. Finally, Pin Oak Investment Advisors Inc. bought a new stake in Archer Daniels Midland in the third quarter valued at about $52,000. 78.28% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several equities research analysts have recently issued reports on the stock. Jefferies Financial Group increased their price objective on shares of Archer Daniels Midland from $65.00 to $77.00 and gave the stock a “hold” rating in a research report on Monday, April 6th. Wall Street Zen upgraded shares of Archer Daniels Midland from a “hold” rating to a “buy” rating in a report on Saturday. Barclays upped their price target on shares of Archer Daniels Midland from $77.00 to $85.00 and gave the stock an “equal weight” rating in a research report on Wednesday. Zacks Research raised Archer Daniels Midland from a “hold” rating to a “strong-buy” rating in a research report on Monday, April 6th. Finally, UBS Group boosted their price objective on Archer Daniels Midland from $70.00 to $90.00 and gave the stock a “buy” rating in a research note on Thursday. One research analyst has rated the stock with a Strong Buy rating, one has given a Buy rating, four have assigned a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and an average target price of $74.50.

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.