Archer Daniels Midland Company $ADM Shares Purchased by Dodge & Cox

Dodge & Cox raised its holdings in Archer Daniels Midland Company (NYSE:ADM) by 130.1% during the third quarter, Holdings Channel.com reports. The firm owned 15,068,544 shares of the company’s stock after purchasing an additional 8,518,920 shares during the quarter. Dodge & Cox’s holdings in Archer Daniels Midland were worth $900,195,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Pathstone Holdings LLC boosted its stake in shares of Archer Daniels Midland by 7.4% in the third quarter. Pathstone Holdings LLC now owns 49,629 shares of the company’s stock valued at $2,965,000 after buying an additional 3,398 shares in the last quarter. Guardian Investment Management grew its holdings in Archer Daniels Midland by 8.2% during the third quarter. Guardian Investment Management now owns 8,550 shares of the company’s stock worth $511,000 after acquiring an additional 650 shares during the period. Marshall Wace LLP raised its position in Archer Daniels Midland by 9,680.0% in the third quarter. Marshall Wace LLP now owns 394,817 shares of the company’s stock worth $23,586,000 after acquiring an additional 390,780 shares in the last quarter. Vise Technologies Inc. lifted its holdings in Archer Daniels Midland by 17.6% in the third quarter. Vise Technologies Inc. now owns 7,440 shares of the company’s stock valued at $444,000 after acquiring an additional 1,116 shares during the period. Finally, Sei Investments Co. boosted its position in shares of Archer Daniels Midland by 36.7% during the 3rd quarter. Sei Investments Co. now owns 261,918 shares of the company’s stock worth $15,650,000 after purchasing an additional 70,285 shares in the last quarter. Institutional investors and hedge funds own 78.28% of the company’s stock.

Insider Activity

In other Archer Daniels Midland news, 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 value of $3,424,000.00. Following the transaction, the senior vice president directly owned 300,122 shares in the company, valued at approximately $20,552,354.56. This represents a 14.28% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, SVP Jennifer L. Weber sold 25,000 shares of the firm’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $67.04, for a total transaction of $1,676,000.00. Following the sale, the senior vice president directly owned 123,668 shares in the company, valued at $8,290,702.72. This represents a 16.82% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Company insiders own 1.20% of the company’s stock.

More Archer Daniels Midland News

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

• Positive Sentiment: Analyst research (Morningstar) sees higher near-term profits for ADM tied to volatility in commodity markets from the Middle East conflict, which can boost trading and merchandising margins. Read More.
• Positive Sentiment: ADM announced a $500K partnership with American Farmland Trust under its Farm Forward initiative — a positive ESG/community move that supports farmer relationships and long-term supply resilience. Read More.
• Positive Sentiment: The company is pursuing $500–$750M of cost reductions while investing in nutrition, biosolutions and alternative proteins — a mix intended to protect margins and support long-term growth. Read More.
• Neutral Sentiment: Recent price momentum — ADM has surged ~59% over the past year and recently hit a 52-week high — prompting renewed valuation checks by market commentators. Momentum supports sentiment but raises valuation scrutiny. Read More. · Read More.
• Neutral Sentiment: Institutional activity shows some buying alongside rebalancing; that supports liquidity but is mixed in magnitude and not a clear directional catalyst. Read More.
• Negative Sentiment: Insider selling: SVP Gregory Morris sold 50,000 shares (~$3.4M) recently. Large insider sales can unsettle investors even when not unusual. Read More.
• Negative Sentiment: Analyst caution: several sell/hold ratings and a consensus price target well below the current price imply limited upside in some sell‑side views, which can cap gains if earnings or outlook disappoint. Read More.
• Negative Sentiment: Dividend payout ratio is high (~94%) despite a small raise; that raises questions about payout sustainability if earnings slip. Read More.

Wall Street Analysts Forecast Growth

ADM has been the topic of a number of recent analyst reports. Zacks Research raised shares of Archer Daniels Midland from a “strong sell” rating to a “hold” rating in a research note on Friday, January 23rd. JPMorgan Chase & Co. boosted their price objective on shares of Archer Daniels Midland from $60.00 to $61.00 and gave the stock an “underweight” rating in a report on Wednesday, February 4th. BMO Capital Markets restated a “market perform” rating and set a $63.00 target price on shares of Archer Daniels Midland in a research report on Wednesday, February 4th. UBS Group reaffirmed a “buy” rating on shares of Archer Daniels Midland in a report on Monday, December 15th. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of Archer Daniels Midland in a research note on Wednesday, January 21st. One analyst has rated the stock with a Buy rating, five have issued a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat, the company has an average rating of “Reduce” and a consensus target price of $58.00.

Archer Daniels Midland Stock Down 0.8%

Shares of NYSE ADM opened at $71.93 on Friday. The firm’s 50-day moving average is $66.91 and its two-hundred day moving average is $62.54. The company has a market capitalization of $34.61 billion, a PE ratio of 32.40, a price-to-earnings-growth ratio of 0.97 and a beta of 0.68. Archer Daniels Midland Company has a 12-month low of $40.98 and a 12-month high of $73.72. The company has a debt-to-equity ratio of 0.29, a current ratio of 1.37 and a quick ratio of 0.83.

Archer Daniels Midland (NYSE:ADM) last issued its quarterly earnings data on Tuesday, February 3rd. The company reported $0.87 earnings per share for the quarter, topping analysts’ consensus estimates of $0.80 by $0.07. Archer Daniels Midland had a net margin of 1.34% and a return on equity of 7.39%. The business had revenue of $18.56 billion during the quarter, compared to analysts’ expectations of $21.03 billion. During the same period last year, the company posted $1.14 EPS. The company’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. Equities analysts anticipate that Archer Daniels Midland Company will post 4.31 EPS for the current fiscal year.

Archer Daniels Midland Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 17th were issued a $0.52 dividend. This represents a $2.08 dividend on an annualized basis and a dividend yield of 2.9%. This is a positive change from Archer Daniels Midland’s previous quarterly dividend of $0.51. The ex-dividend date of this dividend was Tuesday, February 17th. Archer Daniels Midland’s payout ratio is presently 93.69%.

Archer Daniels Midland 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.