516,527 Shares in Darling Ingredients Inc. $DAR Purchased by Two Seas Capital LP

Two Seas Capital LP acquired a new position in Darling Ingredients Inc. (NYSE:DAR) in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 516,527 shares of the company’s stock, valued at approximately $28,213,000. Darling Ingredients accounts for 0.6% of Two Seas Capital LP’s holdings, making the stock its 24th largest holding. Two Seas Capital LP owned 0.33% of Darling Ingredients at the end of the most recent reporting period.

Other large investors have also bought and sold shares of the company. BlackRock Inc. bought a new position in shares of Darling Ingredients in the 2nd quarter worth approximately $851,450,000. Deutsche Bank AG bought a new stake in shares of Darling Ingredients during the second quarter valued at approximately $168,348,000. Norges Bank bought a new stake in shares of Darling Ingredients during the fourth quarter valued at approximately $94,211,000. No Street GP LP purchased a new stake in Darling Ingredients in the third quarter worth $69,458,000. Finally, Bank of New York Mellon Corp purchased a new stake in Darling Ingredients in the second quarter worth $63,494,000. 94.44% of the stock is owned by institutional investors.

Insider Activity

In other news, Director Charles L. Adair bought 1,000 shares of the firm’s stock in a transaction on Friday, July 31st. The stock was acquired at an average cost of $60.97 per share, with a total value of $60,970.00. Following the completion of the acquisition, the director owned 51,690 shares of the company’s stock, valued at approximately $3,151,539.30. This represents a 1.97% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CAO Joseph Manzi sold 1,000 shares of Darling Ingredients stock in a transaction dated Tuesday, August 18th. The stock was sold at an average price of $67.27, for a total transaction of $67,270.00. Following the completion of the transaction, the chief accounting officer directly owned 18,969 shares of the company’s stock, valued at $1,276,044.63. This trade represents a 5.01% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 10,591 shares of company stock worth $704,303. 1.90% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

Several brokerages have commented on DAR. JPMorgan Chase & Co. raised their price objective on Darling Ingredients from $78.00 to $79.00 and gave the company an “overweight” rating in a research report on Tuesday, May 12th. Wall Street Zen raised shares of Darling Ingredients from a “buy” rating to a “strong-buy” rating in a research report on Saturday, August 15th. TD Cowen increased their price target on shares of Darling Ingredients from $70.00 to $80.00 and gave the stock a “buy” rating in a research note on Monday, July 27th. Barclays increased their price target on shares of Darling Ingredients from $62.00 to $65.00 and gave the stock an “equal weight” rating in a research note on Monday, August 3rd. Finally, Zacks Research raised shares of Darling Ingredients from a “hold” rating to a “strong-buy” rating in a research note on Wednesday. One analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat.com, Darling Ingredients currently has an average rating of “Moderate Buy” and an average target price of $69.00.

Darling Ingredients News Summary

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

• Positive Sentiment: Strong second-quarter performance: Net income reached $387.3 million, while combined adjusted EBITDA rose to $741.7 million. Diamond Green Diesel (DGD) was a major contributor, generating approximately $389.2 million of Darling’s share of adjusted EBITDA. Darling Ingredients second-quarter earnings release
• Positive Sentiment: Capital-return and tax-credit support: The board expanded its share-repurchase authorization to $1 billion, and Darling agreed to sell approximately $150 million of production tax credits, potentially supporting cash flow and shareholder returns. Darling Ingredients press release
• Positive Sentiment: Favorable analyst momentum: Zacks Research upgraded DAR from “hold” to “strong-buy,” while recent broker targets have generally ranged from $70 to $79. Renewable-fuel policy support and tight renewable identification number (RIN) markets are also viewed as potential DGD tailwinds. Zacks Darling Ingredients momentum analysis
• Neutral Sentiment: Rally appears extended: Shares had advanced 12.8% over the preceding week and were approaching their 52-week high, increasing the likelihood of profit-taking and a technical reversal after strong news was already reflected in the valuation.
• Negative Sentiment: Execution risks remain: Analysts cited rising costs, flat feedstock throughput and capacity constraints. Future DGD profitability also depends on renewable-fuel policy, RIN prices and other market inputs. Zacks Darling Ingredients risk analysis
• Negative Sentiment: Mixed trading signals: Company insiders reported more selling than buying over the past six months, while institutional activity was broadly balanced but included sizable reductions by several funds. These signals may have added to short-term selling pressure.

Darling Ingredients Stock Down 3.4%

DAR stock opened at $65.56 on Friday. The business has a 50 day moving average of $59.86 and a 200 day moving average of $58.29. The firm has a market cap of $10.35 billion, a PE ratio of 17.67 and a beta of 1.02. Darling Ingredients Inc. has a twelve month low of $29.15 and a twelve month high of $69.98. The company has a quick ratio of 1.03, a current ratio of 1.56 and a debt-to-equity ratio of 0.73.

Darling Ingredients (NYSE:DAR) last released its earnings results on Thursday, July 30th. The company reported $2.41 EPS for the quarter, topping the consensus estimate of $1.40 by $1.01. Darling Ingredients had a return on equity of 12.98% and a net margin of 9.13%.The business had revenue of $1.72 billion for the quarter, compared to the consensus estimate of $1.71 billion. During the same period in the previous year, the company posted $0.08 earnings per share. The company’s revenue for the quarter was up 16.4% compared to the same quarter last year. On average, research analysts forecast that Darling Ingredients Inc. will post 6.98 EPS for the current fiscal year.

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.