Mitsubishi UFJ Asset Management Co. Ltd. Increases Holdings in Archer Daniels Midland Company $ADM

Mitsubishi UFJ Asset Management Co. Ltd. lifted its position in Archer Daniels Midland Company (NYSE:ADM) by 2.1% in the 4th quarter, HoldingsChannel reports. The firm owned 1,065,018 shares of the company’s stock after purchasing an additional 21,673 shares during the quarter. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in Archer Daniels Midland were worth $62,889,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also recently modified their holdings of ADM. Woodline Partners LP raised its stake in shares of Archer Daniels Midland by 40.8% in the first quarter. Woodline Partners LP now owns 40,429 shares of the company’s stock worth $1,941,000 after purchasing an additional 11,715 shares during the last quarter. Daiwa Securities Group Inc. raised its stake in shares of Archer Daniels Midland by 5.3% in the second quarter. Daiwa Securities Group Inc. now owns 83,983 shares of the company’s stock worth $4,433,000 after purchasing an additional 4,224 shares during the last quarter. Sei Investments Co. grew its holdings in Archer Daniels Midland by 40.0% during the second quarter. Sei Investments Co. now owns 191,633 shares of the company’s stock worth $10,116,000 after acquiring an additional 54,746 shares during the period. Glenview Trust co acquired a new stake in Archer Daniels Midland during the second quarter worth about $203,000. Finally, Treasurer of the State of North Carolina grew its holdings in Archer Daniels Midland by 2.3% during the second quarter. Treasurer of the State of North Carolina now owns 223,280 shares of the company’s stock worth $11,785,000 after acquiring an additional 5,051 shares during the period. 78.28% of the stock is currently owned by hedge funds and other institutional investors.

Archer Daniels Midland Stock Down 0.7%

Shares of ADM opened at $77.50 on Friday. The company has a debt-to-equity ratio of 0.28, a quick ratio of 0.83 and a current ratio of 1.31. Archer Daniels Midland Company has a one year low of $46.81 and a one year high of $81.75. The stock has a market capitalization of $37.35 billion, a price-to-earnings ratio of 34.75 and a beta of 0.59. The stock has a 50 day moving average price of $70.72 and a 200 day moving average price of $65.09.

Archer Daniels Midland (NYSE:ADM) last issued its quarterly earnings results on Tuesday, May 5th. The company reported $0.71 EPS for the quarter, topping the consensus estimate of $0.66 by $0.05. Archer Daniels Midland had a return on equity of 7.37% and a net margin of 1.34%.The firm had revenue of $20.49 billion during the quarter, compared to analysts’ expectations of $21.35 billion. During the same period in the previous year, the business earned $0.70 earnings per share. The firm’s revenue for the quarter was up 1.6% on a year-over-year basis. Archer Daniels Midland has set its FY 2026 guidance at 4.150-4.70 EPS. Equities research analysts forecast that Archer Daniels Midland Company will post 4.56 earnings per share for the current fiscal year.

Archer Daniels Midland Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, June 10th. Investors of record on Wednesday, May 20th will be given a dividend of $0.52 per share. This represents a $2.08 annualized dividend and a dividend yield of 2.7%. The ex-dividend date is Wednesday, May 20th. Archer Daniels Midland’s payout ratio is presently 93.69%.

Key Stories Impacting Archer Daniels Midland

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

• Positive Sentiment: ADM raised its 2026 EPS outlook after citing stronger-than-expected biofuel margins, which supports near-term earnings growth and the company’s guidance range. ADM lifts 2026 EPS forecast
• Positive Sentiment: ADM reiterated/raised profit expectations tied to stronger biofuel demand and grain-trading dynamics — a driver for improved margins in its Oils & Biofuels segment. Grain trader ADM raises profit forecast
• Positive Sentiment: ADM declared a quarterly cash dividend of $0.52 per share (ex-div May 20; payable Jun 10), continuing a long record of consecutive dividend increases — supportive for income-focused investors. ADM Declares Cash Dividend
• Neutral Sentiment: Coverage pieces discuss ADM’s valuation after recent share strength — helpful context for investors judging whether current multiples (PE ~35) fairly reflect outlook and commodity-cycle exposure. A Look At Archer-Daniels-Midland Valuation
• Neutral Sentiment: Articles summarizing drivers and forecasts for ADM (grain processing, oilseeds, biofuels) provide background on segment mix and seasonality that underpin the recent guidance move. Archer Daniels Midland Stock Forecast: What’s Driving Focus
• Negative Sentiment: JPMorgan raised its price target from $65 to $74 but maintained an “underweight” rating; the continued cautious stance from a major bank introduces analyst skepticism and may limit short-term upside despite the higher target. JPMorgan raises price target but stays underweight

Wall Street Analyst Weigh In

Several equities research analysts have commented on the company. Jefferies Financial Group upped their price objective on Archer Daniels Midland from $65.00 to $77.00 and gave the stock a “hold” rating in a research report on Monday, April 6th. JPMorgan Chase & Co. upped their price objective on Archer Daniels Midland from $65.00 to $74.00 and gave the stock an “underweight” rating in a research report on Wednesday. Barclays upped their price objective on Archer Daniels Midland from $77.00 to $85.00 and gave the stock an “equal weight” rating in a research report on Wednesday. BMO Capital Markets restated a “market perform” rating and issued a $63.00 price objective on shares of Archer Daniels Midland in a research report on Wednesday, February 4th. Finally, Morgan Stanley upped their price objective on Archer Daniels Midland from $54.00 to $58.00 and gave the stock an “underweight” rating in a research report on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating, four have given a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus target price of $74.50.

Insider Buying and Selling

In related news, SVP Gregory A. Morris sold 50,000 shares of the business’s stock in a transaction that occurred 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 in the company, valued at approximately $20,552,354.56. The trade was a 14.28% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, SVP Ian R. Pinner sold 34,106 shares of the business’s stock in a transaction that occurred on Friday, March 13th. The stock was sold at an average price of $71.53, for a total value of $2,439,602.18. Following the sale, the senior vice president owned 90,676 shares of the company’s stock, valued at $6,486,054.28. The trade was a 27.33% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 109,106 shares of company stock worth $7,539,602. 0.60% of the stock is owned by corporate insiders.

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.