Thrivent Financial for Lutherans Cuts Stake in Darling Ingredients Inc. $DAR

Thrivent Financial for Lutherans lessened its holdings in Darling Ingredients Inc. (NYSE:DAR) by 24.2% during the third quarter, Holdings Channel.com reports. The firm owned 55,070 shares of the company’s stock after selling 17,600 shares during the quarter. Thrivent Financial for Lutherans’ holdings in Darling Ingredients were worth $1,700,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. Arizona State Retirement System grew its stake in shares of Darling Ingredients by 1.4% during the third quarter. Arizona State Retirement System now owns 46,801 shares of the company’s stock valued at $1,445,000 after buying an additional 647 shares during the last quarter. Impact Partnership Wealth LLC lifted its position in Darling Ingredients by 34.5% in the third quarter. Impact Partnership Wealth LLC now owns 10,385 shares of the company’s stock valued at $321,000 after purchasing an additional 2,663 shares during the last quarter. Federated Hermes Inc. boosted its stake in shares of Darling Ingredients by 27.1% during the third quarter. Federated Hermes Inc. now owns 18,766 shares of the company’s stock valued at $579,000 after purchasing an additional 4,002 shares during the period. Y Intercept Hong Kong Ltd grew its holdings in shares of Darling Ingredients by 37.6% in the third quarter. Y Intercept Hong Kong Ltd now owns 42,219 shares of the company’s stock worth $1,303,000 after purchasing an additional 11,533 shares during the last quarter. Finally, Mitsubishi UFJ Trust & Banking Corp purchased a new position in shares of Darling Ingredients in the third quarter worth $103,000. 94.44% of the stock is currently owned by hedge funds and other institutional investors.

Darling Ingredients Trading Up 1.4%

Shares of NYSE:DAR opened at $50.30 on Friday. Darling Ingredients Inc. has a 52-week low of $26.00 and a 52-week high of $51.19. The stock has a market capitalization of $7.96 billion, a price-to-earnings ratio of 128.97, a PEG ratio of 0.58 and a beta of 1.27. The company has a debt-to-equity ratio of 0.84, a quick ratio of 0.87 and a current ratio of 1.49. The stock’s 50-day simple moving average is $40.04 and its two-hundred day simple moving average is $35.23.

Darling Ingredients (NYSE:DAR) last announced its quarterly earnings data on Thursday, January 29th. The company reported $0.35 earnings per share (EPS) for the quarter. The company had revenue of $1.71 billion during the quarter. Darling Ingredients had a return on equity of 2.38% and a net margin of 1.02%. Analysts expect that Darling Ingredients Inc. will post 2.81 EPS for the current year.

Key Darling Ingredients News

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

• Positive Sentiment: Q4 revenue and margins beat estimates — revenue rose ~20.6% year-over-year and margins expanded, driven by strength in the Feed & Food segment; that top-line outperformance is the main catalyst lifting sentiment. Darling Ingredients’ Q4 Earnings and Sales Surpass Estimates
• Positive Sentiment: Operating cash flow and gross profit improved materially (cash from ops +45% YoY; gross profit +28.6%), suggesting core business generated stronger cash which supports reinvestment and debt servicing. Darling Ingredients Inc. (DAR) Stock Falls on Q4 2025 Earnings
• Neutral Sentiment: Analysts and previews note a mixed outlook — some see upside from a potential biofuel rebound while others remain cautious; the near-term direction depends on commodity and biofuel market recovery. 1DAR : Earnings Outlook For Darling Ingredients
• Negative Sentiment: Regulatory/legal risk escalates — the Texas Attorney General and other officials have filed suits alleging odour/nuisance issues at the Bastrop/Cedar Creek facilities, creating potential remediation costs, fines and reputational damage. Texas attorney general sues Darling Ingredients for Bastrop odors
• Negative Sentiment: Profitability hit by one-time charges — the company took ~$58M of restructuring and impairment charges (Enviroflight, CTH natural casings), and Q4 net income and diluted EPS fell notably year-over-year, which explains earlier intraday selloffs despite the revenue beat. Darling Ingredients Inc. Reports Fourth Quarter and Fiscal Year 2025 Results

Wall Street Analyst Weigh In

A number of research firms have issued reports on DAR. TD Cowen upgraded shares of Darling Ingredients from a “hold” rating to a “buy” rating in a research report on Tuesday, December 2nd. Zacks Research cut Darling Ingredients from a “strong-buy” rating to a “hold” rating in a report on Friday, January 16th. Jefferies Financial Group reissued a “buy” rating on shares of Darling Ingredients in a research note on Friday. Piper Sandler restated an “overweight” rating on shares of Darling Ingredients in a report on Friday. Finally, UBS Group set a $50.00 price target on shares of Darling Ingredients in a report on Monday, November 3rd. One investment analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, Darling Ingredients presently has an average 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.