Andersons (NASDAQ:ANDE) Releases Earnings Results, Beats Expectations By $0.42 EPS

Andersons (NASDAQ:ANDE) issued its quarterly earnings results on Tuesday. The basic materials company reported $1.12 earnings per share for the quarter, beating analysts’ consensus estimates of $0.70 by $0.42, Zacks reports. Andersons had a net margin of 0.87% and a return on equity of 7.76%. The firm had revenue of $2.63 billion for the quarter, compared to analyst estimates of $2.71 billion. During the same period last year, the company posted $0.12 EPS. Andersons’s quarterly revenue was down 1.2% compared to the same quarter last year.

Andersons Trading Down 0.2%

ANDE opened at $79.29 on Wednesday. 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’s 50 day simple moving average is $71.06 and its two-hundred day simple moving average is $60.49. Andersons has a 1-year low of $31.03 and a 1-year high of $82.11. The firm has a market capitalization of $2.70 billion, a price-to-earnings ratio of 28.32 and a beta of 0.69.

Andersons Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Wednesday, April 22nd. Shareholders of record on Wednesday, April 1st were paid a $0.20 dividend. This represents a $0.80 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date of this dividend was Wednesday, April 1st. Andersons’s dividend payout ratio (DPR) is 28.57%.

Analyst Upgrades and Downgrades

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

Insider Buying and Selling at Andersons

In other news, VP Anne G. Rex sold 2,624 shares of the firm’s stock in a transaction that occurred on Wednesday, March 4th. The shares were sold at an average price of $65.16, for a total transaction of $170,979.84. Following the completion of the sale, the vice president owned 23,829 shares in the company, valued at $1,552,697.64. This trade represents a 9.92% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, VP Brian K. Walz sold 8,975 shares of the firm’s stock in a transaction that occurred on Thursday, March 12th. The stock was sold at an average price of $70.74, for a total transaction of $634,891.50. Following the sale, the vice president owned 11,913 shares of the company’s stock, valued at $842,725.62. This represents a 42.97% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 79,299 shares of company stock valued at $5,875,644. Company insiders own 4.30% of the company’s stock.

Institutional Trading of Andersons

A number of hedge funds and other institutional investors have recently made changes to their positions in the company. Uniplan Investment Counsel Inc. acquired a new stake in Andersons in the 4th quarter valued at approximately $25,000. Larson Financial Group LLC increased its holdings 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 valued at $40,000 after purchasing an additional 1,008 shares during the last quarter. State of Wyoming acquired a new stake in Andersons in the 4th quarter valued at approximately $70,000. Tower Research Capital LLC TRC increased its holdings in Andersons by 227.9% in the 2nd quarter. Tower Research Capital LLC TRC now owns 2,954 shares of the basic materials company’s stock valued at $109,000 after purchasing an additional 2,053 shares during the last quarter. Finally, Auxier Asset Management LLC acquired a new stake in Andersons in the 4th quarter valued at approximately $202,000. Institutional investors and hedge funds own 87.06% of the company’s stock.

Key Stories Impacting Andersons

Here are the key news stories impacting Andersons this week:

• Positive Sentiment: Reported stronger-than-expected Q1 results: record net income of ~$33M, adjusted EPS of $1.12 (reported diluted EPS $0.97), and adjusted EBITDA of $91M; Renewables delivered $40M pretax on record production and policy tailwinds — supports margins and earnings upside. PR Newswire: The Andersons, Inc. Reports First Quarter Results
• Neutral Sentiment: Top-line mixed: total revenue declined ~1.2% year-over-year while gross profit and operating profit improved — the results show improving profitability but a still-soft revenue base. QuiverQuant: Q1 2026 Earnings
• Neutral Sentiment: Institutional activity shows both buying and selling: several large funds increased positions in Q4 2025 while others trimmed exposure — suggests mixed conviction among institutions. QuiverQuant: Institutional Holdings
• Negative Sentiment: Cash and liquidity concerns: operating cash flow was deeply negative (~-$393.7M), cash balances fell ~67% YoY to ~$72M, and total liabilities rose ~18.5% — increases working-capital and refinancing risk despite better operating margins. QuiverQuant: Cash Flow & Balance Sheet Details
• Negative Sentiment: Insider selling: Director Patrick E. Bowe sold 19,100 shares under a Rule 10b5?1 plan (recent filings show multiple insider sales over the past six months), which can signal near-term selling pressure or trigger investor caution. MarketBeat/InsiderTrades: Director Sale

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.