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

Archer Daniels Midland (NYSE:ADM) issued an update on its FY 2026 earnings guidance on Tuesday. The company provided EPS guidance of 5.150-5.600 for the period, compared to the consensus EPS estimate of 4.630. The company issued revenue guidance of -.

Archer Daniels Midland Stock Performance

ADM stock traded up $1.74 during midday trading on Tuesday, hitting $79.80. The stock had a trading volume of 1,935,404 shares, compared to its average volume of 3,819,294. Archer Daniels Midland has a 52 week low of $54.55 and a 52 week high of $88.46. The company has a current ratio of 1.31, a quick ratio of 0.80 and a debt-to-equity ratio of 0.28. The stock has a 50-day simple moving average of $80.15 and a 200 day simple moving average of $74.08. The firm has a market capitalization of $38.46 billion, a price-to-earnings ratio of 35.80 and a beta of 0.62.

Archer Daniels Midland (NYSE:ADM) last announced its quarterly earnings data on Tuesday, August 4th. The company reported $1.84 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.44 by $0.40. Archer Daniels Midland had a net margin of 1.34% and a return on equity of 7.37%. During the same period in the previous year, the business posted $0.93 earnings per share. The company’s quarterly revenue was up 7.2% on a year-over-year basis. Archer Daniels Midland has set its FY 2026 guidance at 5.150-5.600 EPS. As a group, equities research analysts anticipate that Archer Daniels Midland will post 4.76 earnings per share for the current year.

Archer Daniels Midland Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Wednesday, June 10th. Shareholders of record on Wednesday, May 20th were paid a dividend of $0.52 per share. The ex-dividend date was Wednesday, May 20th. This represents a $2.08 dividend on an annualized basis and a yield of 2.6%. Archer Daniels Midland’s dividend payout ratio (DPR) is currently 93.27%.

Analyst Ratings Changes

Several equities research analysts have recently weighed in on the company. Morgan Stanley upped their price objective on Archer Daniels Midland from $58.00 to $60.00 and gave the company an “underweight” rating in a research note on Monday, July 20th. JPMorgan Chase & Co. upped their price target on Archer Daniels Midland from $65.00 to $74.00 and gave the company an “underweight” rating in a research report on Wednesday, May 6th. UBS Group lifted their price objective on Archer Daniels Midland from $90.00 to $95.00 and gave the company a “buy” rating in a report on Monday, June 15th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Archer Daniels Midland in a report on Friday, July 17th. Finally, Barclays increased their target price on shares of Archer Daniels Midland from $77.00 to $85.00 and gave the stock an “equal weight” rating in a research report on Wednesday, May 6th. One analyst has rated the stock with a Buy rating, five have assigned a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Reduce” and a consensus target price of $75.67.

Key Stories Impacting Archer Daniels Midland

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

• Positive Sentiment: Quarterly earnings exceeded expectations. ADM reported adjusted EPS of $1.84, versus the $1.42–$1.44 analyst consensus and $0.93 in the year-ago quarter. Revenue increased 7.2% year over year, while reported net earnings reached $908 million. Archer Daniels Midland Q2 Earnings and Revenues Top Estimates
• Positive Sentiment: ADM raised its 2026 adjusted EPS outlook for the second time. The company now expects approximately $5.15 to $5.60 per share, up from its prior range of $4.15 to $4.70 and above the roughly $4.63 consensus estimate. The higher forecast is a major positive earnings catalyst. ADM Raises Annual Profit Forecast as Soybean Processing Outlook Improves
• Positive Sentiment: Biofuels and oilseed processing are driving the improved outlook. ADM cited a stronger soybean-processing outlook and favorable developments in U.S. biofuels policy, positioning biofuels as an increasingly important source of growth. Crop Trader ADM Raises 2026 Outlook as Biofuels Drive Growth
• Neutral Sentiment: The earnings beat and raised guidance improve near-term fundamentals, but ADM remains exposed to volatile commodity prices, crop-processing margins and changes in biofuels policy. Investors will watch whether the stronger oilseed and biofuels performance can persist.

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of ADM. Quadrant Capital Group LLC boosted its holdings in Archer Daniels Midland by 0.6% in the fourth quarter. Quadrant Capital Group LLC now owns 23,166 shares of the company’s stock worth $1,332,000 after purchasing an additional 146 shares during the period. Summit Financial LLC raised its holdings in shares of Archer Daniels Midland by 0.9% during the fourth quarter. Summit Financial LLC now owns 16,947 shares of the company’s stock worth $974,000 after purchasing an additional 153 shares during the period. United Capital Financial Advisors LLC raised its holdings in shares of Archer Daniels Midland by 1.6% during the third quarter. United Capital Financial Advisors LLC now owns 12,897 shares of the company’s stock worth $770,000 after purchasing an additional 198 shares during the period. Mackenzie Financial Corp lifted its position in shares of Archer Daniels Midland by 0.3% in the 3rd quarter. Mackenzie Financial Corp now owns 69,298 shares of the company’s stock worth $4,140,000 after buying an additional 212 shares during the last quarter. Finally, Vaughan David Investments LLC IL lifted its position in shares of Archer Daniels Midland by 6.5% in the 4th quarter. Vaughan David Investments LLC IL now owns 3,798 shares of the company’s stock worth $218,000 after buying an additional 233 shares during the last quarter. 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.