Archer Daniels Midland (NYSE:ADM) Releases Quarterly Earnings Results, Beats Estimates By $0.40 EPS

by · The Markets Daily

Archer Daniels Midland (NYSE:ADM – Get Free Report) released its earnings results on Tuesday. The company reported $1.84 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.44 by $0.40, Zacks reports. Archer Daniels Midland had a return on equity of 7.37% and a net margin of 1.34%.During the same period in the prior year, the company earned $0.93 EPS. The company’s revenue for the quarter was up 7.2% compared to the same quarter last year. Archer Daniels Midland updated its FY 2026 guidance to 5.150-5.600 EPS.

Here are the key takeaways from Archer Daniels Midland’s conference call:

  • ADM raised its full-year 2026 adjusted EPS guidance to $5.15–$5.60 from $4.15–$4.70, citing strong first-half execution, supportive biofuels margins and continued Nutrition improvement.
  • Second-quarter results benefited from a constructive biofuels environment, with global oilseed processing volumes up nearly 5%, stronger ethanol margins and higher demand for soybean meal; total segment operating profit rose to $1.5 billion.
  • Nutrition operating profit increased 51% sequentially to $172 million, led by flavors, progress at the Decatur East facility and animal-nutrition portfolio actions. ADM also highlighted a natural-colors opportunity it estimates could eventually contribute $80 million–$100 million in operating profit.
  • ADM is advancing relatively low-cost brownfield expansions at four U.S. crushing facilities, with expected capital spending of about $100 million, while maintaining 2026 CapEx guidance of $1.3 billion–$1.5 billion and evaluating opportunistic share repurchases later this year.
  • The outlook remains exposed to volatile crush margins, geopolitical disruptions, weather, energy prices and trade assumptions, including continued Chinese purchases of North American soybeans. Management expects the fourth quarter to be seasonally weaker for flavors and potentially weaker than the third quarter depending on Q4 crush-margin execution.

Archer Daniels Midland Stock Up 1.8%

Shares of ADM stock traded up $1.41 on Tuesday, hitting $79.47. The stock had a trading volume of 1,609,445 shares, compared to its average volume of 3,816,963. The business has a 50 day moving average of $80.15 and a 200 day moving average of $74.08. The stock has a market cap of $38.30 billion, a price-to-earnings ratio of 35.67 and a beta of 0.62. The company has a debt-to-equity ratio of 0.28, a current ratio of 1.31 and a quick ratio of 0.80. Archer Daniels Midland has a 12-month low of $54.55 and a 12-month high of $88.46.

Archer Daniels Midland Dividend Announcement

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

More Archer Daniels Midland News

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

  • Positive Sentiment: Quarterly earnings topped estimates. ADM reported adjusted EPS of $1.84, compared with the Zacks consensus estimate of $1.42 and $0.93 in the prior-year quarter. Reported net earnings were $908 million, while adjusted net earnings totaled $895 million. Archer Daniels Midland Q2 Earnings and Revenues Top Estimates
  • Positive Sentiment: Revenue growth also exceeded expectations. Quarterly revenue increased 7.2% year over year, supporting the view that operating conditions improved across ADM’s businesses. ADM Reports Second Quarter 2026 Results
  • Positive Sentiment: ADM raised its 2026 adjusted EPS guidance for the second time. The company now expects approximately $5.15 to $5.60 per share, up from its previous $4.15-to-$4.70 range and above the roughly $4.63 consensus forecast. ADM Raises Annual Profit Forecast
  • Positive Sentiment: Biofuels and oilseed processing are driving the improved outlook. Management cited a stronger soybean-processing outlook and favorable new U.S. biofuels policy, making biofuels an increasingly important growth contributor. ADM Raises 2026 Outlook as Biofuels Drive Growth

Hedge Funds Weigh In On Archer Daniels Midland

Hedge funds and other institutional investors have recently made changes to their positions in the stock. Charles Schwab Investment Management Inc. grew its stake in shares of Archer Daniels Midland by 2.4% during the 4th quarter. Charles Schwab Investment Management Inc. now owns 18,829,140 shares of the company’s stock worth $1,082,487,000 after acquiring an additional 449,815 shares during the period. Dodge & Cox grew its stake in Archer Daniels Midland by 13.4% in the 4th quarter. Dodge & Cox now owns 17,084,645 shares of the company’s stock valued at $982,196,000 after buying an additional 2,016,101 shares in the last quarter. Northern Trust Corp raised its holdings in Archer Daniels Midland by 5.7% during the 4th quarter. Northern Trust Corp now owns 11,431,704 shares of the company’s stock valued at $657,209,000 after acquiring an additional 612,974 shares during the period. Invesco Ltd. boosted its holdings in shares of Archer Daniels Midland by 10.5% in the fourth quarter. Invesco Ltd. now owns 6,180,949 shares of the company’s stock worth $355,343,000 after acquiring an additional 585,226 shares during the period. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its position in shares of Archer Daniels Midland by 19.5% in the fourth quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 2,525,987 shares of the company’s stock valued at $145,219,000 after purchasing an additional 411,489 shares in the last quarter. 78.28% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

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

View Our Latest Research Report on ADM

About Archer Daniels Midland

(Get Free Report)

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.

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