Archer Daniels Midland (NYSE:ADM) Updates FY 2026 Earnings Guidance

Archer Daniels Midland (NYSE:ADM) updated its FY 2026 earnings guidance on Tuesday. The company provided earnings per share guidance of 4.150-4.70 for the period, compared to the consensus earnings per share estimate of 4.270. The company issued revenue guidance of -.

Wall Street Analysts Forecast Growth

Several research firms have weighed in on ADM. BMO Capital Markets reiterated a “market perform” rating and set a $63.00 target price on shares of Archer Daniels Midland in a report on Wednesday, February 4th. Zacks Research upgraded Archer Daniels Midland from a “hold” rating to a “strong-buy” rating in a report on Monday, April 6th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Archer Daniels Midland in a research note on Monday, April 20th. Jefferies Financial Group lifted their price target on shares of Archer Daniels Midland from $65.00 to $77.00 and gave the company a “hold” rating in a research note on Monday, April 6th. Finally, Barclays lifted their price target on shares of Archer Daniels Midland from $68.00 to $77.00 and gave the company an “equal weight” rating in a research note on Wednesday, April 1st. One analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating, four have assigned a Hold rating and three have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $63.86.

Archer Daniels Midland Stock Up 5.6%

ADM traded up $4.31 on Tuesday, hitting $80.58. 2,568,200 shares of the company were exchanged, compared to its average volume of 3,863,891. Archer Daniels Midland has a 12 month low of $46.81 and a 12 month high of $81.75. The company has a market cap of $38.83 billion, a PE ratio of 36.46 and a beta of 0.59. The company has a debt-to-equity ratio of 0.29, a quick ratio of 0.83 and a current ratio of 1.37. The stock’s fifty day moving average is $70.09 and its 200-day moving average is $64.77.

Archer Daniels Midland (NYSE:ADM) last released its earnings results on Tuesday, May 5th. The company reported $0.71 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.66 by $0.05. Archer Daniels Midland had a return on equity of 7.39% and a net margin of 1.34%.The business had revenue of $20.49 billion for the quarter, compared to analyst estimates of $21.35 billion. During the same quarter in the prior year, the company posted $0.70 earnings per share. Archer Daniels Midland’s revenue 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 predict that Archer Daniels Midland will post 4.42 EPS for the current fiscal year.

Insider Activity

In other news, Director David R. Mcatee II purchased 7,500 shares of the company’s stock in a transaction on Thursday, February 5th. The shares were purchased at an average cost of $64.90 per share, with a total value of $486,750.00. Following the completion of the transaction, the director owned 7,500 shares of the company’s stock, valued at $486,750. The trade was a ∞ increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, SVP Gregory A. Morris sold 50,000 shares of the company’s 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 sale, the senior vice president directly owned 300,122 shares in the company, valued at $20,552,354.56. This trade represents a 14.28% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 109,106 shares of company stock valued at $7,539,602. 0.60% of the stock is owned by insiders.

Key Headlines Impacting Archer Daniels Midland

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

• Positive Sentiment: ADM raised its FY‑2026 adjusted EPS guidance to $4.15–$4.70, citing clearer U.S. biofuels rules that increase mandated blending and should lift demand for corn/soy processing; the company also flagged stronger crush margins. Article Title
• Positive Sentiment: Coverage highlights the policy tailwind and operational strength (crush margins) as the reasons ADM increased its profit outlook — a direct demand boost for ADM’s core processing businesses. Article Title
• Positive Sentiment: Company execs cited improved export clarity with China and biofuels policy as reasons for the raised outlook, which supports near‑term demand visibility. Article Title
• Positive Sentiment: ADM reported Q1 adjusted EPS of $0.71, beating consensus ($0.66); adjusted net earnings were $345M. Beating EPS and raising guidance are the immediate catalysts for the stock move. Article Title
• Neutral Sentiment: ADM set FY‑2026 guidance slightly below some consensus math (company range $4.15–$4.70 vs. analyst consensus ~ $4.27), so upside depends on how results track later in the year. Article Title
• Negative Sentiment: Revenue for Q1 came in below expectations ($20.49B vs. $21.35B expected), and the company recorded negative mark‑to‑market/timing impacts (~$275M) that dented headline results—risks to near‑term margins and cash flow remain. Article Title

Institutional Trading of Archer Daniels Midland

Institutional investors and hedge funds have recently bought and sold shares of the business. Woodline Partners LP raised its position 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 valued at $1,941,000 after purchasing an additional 11,715 shares during the period. Daiwa Securities Group Inc. raised its position 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 valued at $4,433,000 after purchasing an additional 4,224 shares during the period. Sei Investments Co. raised its position in shares of Archer Daniels Midland by 40.0% in the second quarter. Sei Investments Co. now owns 191,633 shares of the company’s stock valued at $10,116,000 after purchasing an additional 54,746 shares during the period. Glenview Trust co bought a new position in shares of Archer Daniels Midland in the second quarter valued at about $203,000. Finally, Treasurer of the State of North Carolina raised its position in shares of Archer Daniels Midland by 2.3% in the second quarter. Treasurer of the State of North Carolina now owns 223,280 shares of the company’s stock valued at $11,785,000 after purchasing an additional 5,051 shares during the period. Institutional investors own 78.28% of the company’s stock.

About Archer Daniels Midland

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.