Lombard Odier Asset Management Europe Ltd Acquires 22,796 Shares of Darling Ingredients Inc. $DAR

Lombard Odier Asset Management Europe Ltd raised its holdings in shares of Darling Ingredients Inc. (NYSE:DAR) by 14.2% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 183,301 shares of the company’s stock after buying an additional 22,796 shares during the quarter. Lombard Odier Asset Management Europe Ltd’s holdings in Darling Ingredients were worth $11,337,000 as of its most recent SEC filing.

Several other hedge funds also recently modified their holdings of the business. Norges Bank acquired a new position in Darling Ingredients during the 4th quarter valued at $94,211,000. No Street GP LP bought a new stake in Darling Ingredients in the 3rd quarter valued at $69,458,000. Assenagon Asset Management S.A. grew its position in Darling Ingredients by 72.9% in the 1st quarter. Assenagon Asset Management S.A. now owns 2,091,960 shares of the company’s stock worth $129,388,000 after purchasing an additional 882,185 shares during the last quarter. Rubric Capital Management LP acquired a new stake in Darling Ingredients in the 4th quarter worth $24,510,000. Finally, Amundi increased its holdings in shares of Darling Ingredients by 177.7% during the 4th quarter. Amundi now owns 864,400 shares of the company’s stock worth $31,119,000 after purchasing an additional 553,081 shares during the period. 94.44% of the stock is owned by institutional investors.

Darling Ingredients News Roundup

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

• Positive Sentiment: Darling reported second-quarter net income of $387.3 million, or $2.41 per diluted share, up sharply from $12.7 million, or $0.08 per share, a year earlier. EPS exceeded analyst expectations of approximately $1.40-$1.45, providing a significant earnings catalyst. Darling Ingredients Inc. Reports Second Quarter 2026 Results
• Positive Sentiment: Revenue increased 16.4% year over year to about $1.72 billion, roughly in line with or slightly above the $1.71 billion consensus estimate. Stronger renewable diesel, or DGD, performance, improved markets, higher margins and better cash flow supported the earnings beat. Darling Ingredients Q2 Earnings Beat on DGD Strength, Sales Miss
• Positive Sentiment: Management expects third-quarter core Ingredients EBITDA of $325 million to $340 million and is targeting 335 million DGD gallons, signaling continued operating momentum. Ongoing deleveraging also improves the company’s financial flexibility. Darling Ingredients Q3 Outlook
• Neutral Sentiment: The completed share-repurchase program may support per-share results, but it also removes a potential source of incremental buying support until a new authorization is announced. Darling Ingredients Q2 EPS Surge and Completed Buyback Program
• Negative Sentiment: Although earnings were strong, some coverage highlighted a sales shortfall or limited revenue upside, while the shares trade near their 12-month high at a relatively elevated earnings multiple. That combination may be prompting profit-taking and caution about how much of the recovery is already priced in.

Darling Ingredients Price Performance

Shares of Darling Ingredients stock opened at $60.77 on Monday. The firm has a market cap of $9.66 billion, a P/E ratio of 16.38 and a beta of 1.02. The firm’s 50-day simple moving average is $58.50 and its 200-day simple moving average is $56.12. Darling Ingredients Inc. has a twelve month low of $29.15 and a twelve month high of $66.02. The company has a debt-to-equity ratio of 0.13, a quick ratio of 1.03 and a current ratio of 3.89.

Darling Ingredients (NYSE:DAR) last posted its quarterly earnings results on Thursday, July 30th. The company reported $2.41 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.40 by $1.01. The firm had revenue of $1.72 billion during the quarter, compared to analyst estimates of $1.71 billion. Darling Ingredients had a net margin of 9.13% and a return on equity of 13.23%. The company’s quarterly revenue was up 16.4% compared to the same quarter last year. During the same quarter in the prior year, the business posted $0.08 earnings per share. As a group, research analysts expect that Darling Ingredients Inc. will post 5.34 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

A number of research analysts have recently commented on DAR shares. Wall Street Zen raised shares of Darling Ingredients from a “hold” rating to a “buy” rating in a research report on Sunday, July 5th. Weiss Ratings upgraded Darling Ingredients from a “hold (c-)” rating to a “hold (c)” rating in a research note on Wednesday, July 15th. Jefferies Financial Group upped their price target on Darling Ingredients from $73.00 to $75.00 and gave the company a “buy” rating in a report on Monday, May 4th. JPMorgan Chase & Co. raised their price objective on Darling Ingredients from $78.00 to $79.00 and gave the stock an “overweight” rating in a research report on Tuesday, May 12th. Finally, TD Cowen lifted their price objective on Darling Ingredients from $70.00 to $80.00 and gave the stock a “buy” rating in a report on Monday, July 27th. Ten investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $68.73.

Darling Ingredients 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.