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

Dodge & Cox raised its position in Archer Daniels Midland Company (NYSE:ADM) by 130.1% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 15,068,544 shares of the company’s stock after purchasing an additional 8,518,920 shares during the period. Dodge & Cox owned 3.14% of Archer Daniels Midland worth $900,195,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also modified their holdings of the company. Trust Co. of Vermont grew its stake in shares of Archer Daniels Midland by 367.0% during the third quarter. Trust Co. of Vermont now owns 509 shares of the company’s stock worth $30,000 after purchasing an additional 400 shares in the last quarter. Hager Investment Management Services LLC lifted its holdings in Archer Daniels Midland by 113.6% during the 3rd quarter. Hager Investment Management Services LLC now owns 534 shares of the company’s stock worth $32,000 after buying an additional 284 shares during the last quarter. Elevation Point Wealth Partners LLC acquired a new position in shares of Archer Daniels Midland during the 2nd quarter worth about $36,000. Evelyn Partners Investment Management Services Ltd purchased a new position in shares of Archer Daniels Midland in the 2nd quarter valued at about $37,000. Finally, Vermillion & White Wealth Management Group LLC raised its position in shares of Archer Daniels Midland by 61.2% during the 2nd quarter. Vermillion & White Wealth Management Group LLC now owns 698 shares of the company’s stock worth $37,000 after acquiring an additional 265 shares in the last quarter. 78.28% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of equities analysts recently issued reports on ADM shares. UBS Group reaffirmed a “buy” rating on shares of Archer Daniels Midland in a report on Monday, December 15th. Zacks Research raised shares of Archer Daniels Midland from a “strong sell” rating to a “hold” rating in a report on Friday, January 23rd. BMO Capital Markets restated a “market perform” rating and issued a $63.00 target price on shares of Archer Daniels Midland in a report on Wednesday, February 4th. JPMorgan Chase & Co. increased their target price on shares of Archer Daniels Midland from $60.00 to $61.00 and gave the company an “underweight” rating in a research report on Wednesday, February 4th. Finally, Barclays boosted their price target on shares of Archer Daniels Midland from $61.00 to $68.00 and gave the company an “equal weight” rating in a research report on Thursday, February 19th. One research analyst has rated the stock with a Buy rating, five have given a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Reduce” and an average target price of $58.00.

Key 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.

Archer Daniels Midland Stock Down 0.8%

Shares of NYSE:ADM opened at $71.93 on Friday. Archer Daniels Midland Company has a 1-year low of $40.98 and a 1-year 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. The stock has a market cap of $34.61 billion, a P/E ratio of 32.40, a P/E/G ratio of 0.97 and a beta of 0.68. The firm has a fifty day moving average price of $66.91 and a 200 day moving average price of $62.54.

Archer Daniels Midland (NYSE:ADM) last announced its earnings results on Tuesday, February 3rd. The company reported $0.87 EPS for the quarter, beating 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 in the prior year, the company earned $1.14 earnings per share. The business’s revenue was down 13.7% compared to the same quarter last year. Archer Daniels Midland has set its FY 2026 guidance at 3.600-4.250 EPS. Sell-side analysts predict that Archer Daniels Midland Company will post 4.31 EPS for the current year.

Archer Daniels Midland Increases Dividend

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

Insider Buying and Selling at Archer Daniels Midland

In related news, SVP Gregory A. Morris sold 50,000 shares of the stock in a transaction on Tuesday, March 10th. The stock was sold at an average price of $68.48, for a total transaction of $3,424,000.00. Following the completion of the sale, the senior vice president directly owned 300,122 shares of the company’s stock, valued at $20,552,354.56. This trade represents a 14.28% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director David R. Mcatee II acquired 7,500 shares of the stock in a transaction that occurred on Thursday, February 5th. The stock was purchased at an average price of $64.90 per share, for a total transaction of $486,750.00. Following the completion of the transaction, the director owned 7,500 shares in the company, valued at $486,750. The trade was a ∞ increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Company insiders own 1.20% of the company’s stock.

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.