Darling Ingredients (NYSE:DAR) Issues Quarterly Earnings Results

Darling Ingredients (NYSE:DAR) posted its quarterly earnings data on Wednesday. The company reported $0.35 EPS for the quarter, missing analysts’ consensus estimates of $0.43 by ($0.08), FiscalAI reports. Darling Ingredients had a net margin of 1.84% and a return on equity of 2.39%. The company had revenue of $1.40 billion for the quarter, compared to analyst estimates of $1.53 billion. During the same period in the previous year, the business earned $0.63 EPS. The firm’s revenue was up 20.6% on a year-over-year basis.

Darling Ingredients Stock Performance

NYSE DAR opened at $49.70 on Thursday. Darling Ingredients has a 12-month low of $26.00 and a 12-month high of $49.74. The company has a current ratio of 1.49, a quick ratio of 0.87 and a debt-to-equity ratio of 0.84. The company has a fifty day simple moving average of $39.77 and a 200 day simple moving average of $35.12. The company has a market cap of $7.86 billion, a P/E ratio of 74.19, a PEG ratio of 0.57 and a beta of 1.27.

Institutional Trading of Darling Ingredients

Several institutional investors and hedge funds have recently modified their holdings of DAR. Empowered Funds LLC bought a new position in Darling Ingredients during the 4th quarter valued at about $431,000. Metis Global Partners LLC lifted its position in Darling Ingredients by 21.0% during the fourth quarter. Metis Global Partners LLC now owns 22,111 shares of the company’s stock valued at $796,000 after purchasing an additional 3,844 shares during the period. LPL Financial LLC grew its stake in shares of Darling Ingredients by 8.6% during the 4th quarter. LPL Financial LLC now owns 50,521 shares of the company’s stock worth $1,819,000 after purchasing an additional 4,001 shares during the period. Franklin Resources Inc. grew its holdings in Darling Ingredients by 8.4% in the fourth quarter. Franklin Resources Inc. now owns 1,070,099 shares of the company’s stock valued at $38,524,000 after purchasing an additional 82,719 shares during the period. Finally, CIBC Bancorp USA Inc. purchased a new stake in shares of Darling Ingredients during the third quarter worth approximately $3,087,000. Hedge funds and other institutional investors own 94.44% of the company’s stock.

Key Headlines Impacting Darling Ingredients

Here are the key news stories impacting Darling Ingredients this week:

• Positive Sentiment: Revenue and gross profit growth — Q4 revenue rose ~20.6% to $1.71B and gross profit jumped ~28.6%, showing demand resilience across its rendering/biofuel businesses. Darling Ingredients Inc. Reports Fourth Quarter and Fiscal Year 2025 Results
• Positive Sentiment: Improved operating cash flow — operating cash from activities rose ~45% to $224M, supporting higher capex and balance-sheet flexibility. This supports reinvestment into biofuels and other growth initiatives. Darling Ingredients Inc. (DAR) Stock Falls on Q4 2025 Earnings
• Neutral Sentiment: Analysts are mixed — some firms maintain buy/overweight views but price targets cluster around mid-$40s; market expectations are split on how quickly biofuel margins can recover. Analysts Conflicted on These Consumer Goods Names: Darling Ingredients (DAR) and Tyson Foods (TSN)
• Neutral Sentiment: Near-term catalyst to watch — industry analysts are watching whether a biofuel rebound can drive margin recovery in upcoming quarters. Darling Ingredients earnings on deck: Can biofuel rebound deliver?
• Negative Sentiment: Restructuring and impairment charges hit profitability — management recorded ~$58M in restructuring/asset impairments tied to Enviroflight and other units; net income and diluted EPS fell sharply year-over-year, weighing on sentiment. Darling Ingredients Inc. Reports Fourth Quarter and Fiscal Year 2025 Results
• Negative Sentiment: Market reaction to mixed results — despite top-line beats, EPS weakness and the charges prompted an immediate share decline (reports of ~3–4% drop after the print). Darling Ingredients shares drop 3.7% despite beating Q4 estimates as net income down YoY
• Negative Sentiment: Regulatory/legal risk — the Texas Attorney General and state agencies have filed suits over persistent offensive odors at the Bastrop/Cedar Creek facility; potential fines, remediation costs, or forced operational changes elevate near‑term regulatory risk. Paxton Sues Darling Ingredients Over Bastrop Odors

Analysts Set New Price Targets

A number of research analysts have commented on DAR shares. UBS Group set a $50.00 price objective on shares of Darling Ingredients in a research note on Monday, November 3rd. TD Cowen raised shares of Darling Ingredients from a “hold” rating to a “buy” rating in a research report on Tuesday, December 2nd. Zacks Research downgraded shares of Darling Ingredients from a “strong-buy” rating to a “hold” rating in a research note on Friday, January 16th. Robert W. Baird set a $62.00 price target on shares of Darling Ingredients and gave the company an “outperform” rating in a research report on Monday, February 2nd. Finally, Jefferies Financial Group boosted their price target on Darling Ingredients from $44.00 to $50.00 and gave the company a “buy” rating in a research note on Monday, January 12th. One analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, Darling Ingredients currently has a consensus rating of “Moderate Buy” and an average target price of $48.88.

Darling Ingredients Company Profile

Darling Ingredients Inc (NYSE: DAR) is a global leader in converting edible and inedible bio-nutrient streams into sustainable food, feed ingredients, renewable fuels and specialty products. Founded in 1882 and headquartered in Irving, Texas, the company builds on more than a century of experience in animal rendering and by-product recycling. Over time, Darling has expanded its capabilities beyond traditional rendering to include advanced processing technologies that support a circular economy and reduce waste from food and agricultural industries.

The company’s core operations revolve around four primary segments: Feed Ingredients & Services, Food & Nutrition, Fuel Ingredients & Services, and Specialty Ingredients.