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 morning. The company provided earnings per share guidance of 5.150-5.600 for the period, compared to the consensus EPS estimate of 4.630. The company issued revenue guidance of -.

Analyst Ratings Changes

Several analysts have weighed in on ADM shares. Wall Street Zen raised Archer Daniels Midland from a “hold” rating to a “buy” rating in a report on Saturday, May 9th. Weiss Ratings reiterated a “hold (c)” rating on shares of Archer Daniels Midland in a research report on Friday, July 17th. UBS Group boosted their target price on Archer Daniels Midland from $90.00 to $95.00 and gave the stock a “buy” rating in a research report on Monday, June 15th. Zacks Research downgraded shares of Archer Daniels Midland from a “strong-buy” rating to a “hold” rating in a research report on Monday, June 22nd. Finally, Barclays boosted their target price on shares of Archer Daniels Midland from $85.00 to $90.00 and gave the stock an “equal weight” rating in a research report on Wednesday. One analyst has rated the stock with a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, Archer Daniels Midland currently has a consensus rating of “Hold” and an average price target of $79.67.

Archer Daniels Midland Stock Down 2.3%

ADM stock traded down $1.83 during midday trading on Wednesday, hitting $78.04. The company’s stock had a trading volume of 1,858,046 shares, compared to its average volume of 3,825,528. The stock has a market capitalization of $37.61 billion, a P/E ratio of 35.00 and a beta of 0.62. Archer Daniels Midland has a twelve month low of $55.58 and a twelve month high of $88.46. The company’s fifty day moving average price is $80.18 and its 200 day moving average price is $74.19. 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 (NYSE:ADM) last issued its quarterly earnings data on Tuesday, August 4th. The company reported $1.84 earnings per share for the quarter, beating the consensus estimate of $1.49 by $0.35. The company had revenue of $22.68 billion for the quarter, compared to analyst estimates of $22.75 billion. Archer Daniels Midland had a net margin of 1.34% and a return on equity of 7.37%. The company’s revenue was up 7.2% on a year-over-year basis. During the same period in the prior year, the firm earned $0.93 earnings per share. Archer Daniels Midland has set its FY 2026 guidance at 5.150-5.600 EPS. As a group, equities research analysts predict that Archer Daniels Midland will post 4.76 EPS for the current year.

Key Archer Daniels Midland News

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

• Positive Sentiment: Q2 earnings substantially exceeded expectations. ADM reported adjusted EPS of $1.84, up from $0.93 a year earlier and above the $1.49 consensus estimate. Revenue increased 7.2% year over year to $22.68 billion, narrowly below expectations. Archer Daniels Midland Q2 Earnings and Revenues Top Estimates
• Positive Sentiment: ADM raised its 2026 adjusted EPS outlook. The company now expects approximately $5.15 to $5.60 per share, up significantly from its prior $4.15-to-$4.70 range and above the roughly $4.63 analyst consensus. ADM Reports Second Quarter 2026 Results
• Positive Sentiment: Operating trends improved across key businesses. Stronger soybean crushing and oilseed processing, higher ethanol and biofuel margins, and gains in Nutrition supported the outlook. Analysts responded by raising price targets, including Barclays, which increased its target from $85 to $90 while maintaining an “equal weight” rating. ADM Q2 Earnings Call Highlights Biofuel-Led Outlook Raise
• Neutral Sentiment: Investors are reassessing the quality of the earnings improvement. ADM’s outlook is increasingly tied to U.S. renewable fuel policy and biofuel economics, while crop-processing results remain exposed to commodity prices, global crush spreads and farm-sector conditions. Is ADM’s Rally Getting Ahead of Its Policy Tailwind?
• Negative Sentiment: Policy dependence and valuation are limiting enthusiasm. Although guidance was raised, the market is questioning whether biofuel-driven margin gains can persist. ADM’s elevated earnings multiple and Barclays’ continued equal-weight stance may encourage profit-taking after the strong earnings-driven rally.

Hedge Funds Weigh In On Archer Daniels Midland

Several hedge funds have recently bought and sold shares of ADM. Compound Planning Inc. boosted its position in shares of Archer Daniels Midland by 2.4% during the 4th quarter. Compound Planning Inc. now owns 9,905 shares of the company’s stock valued at $569,000 after acquiring an additional 236 shares during the last quarter. Invesco Ltd. lifted its holdings in shares of Archer Daniels Midland by 10.5% during the 4th 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 last quarter. Corient Private Wealth LLC grew its position in Archer Daniels Midland by 10.4% during the fourth quarter. Corient Private Wealth LLC now owns 120,725 shares of the company’s stock valued at $6,585,000 after acquiring an additional 11,383 shares during the last quarter. Mercer Global Advisors Inc. ADV boosted its stake in shares of Archer Daniels Midland by 9.7% in the 4th quarter. Mercer Global Advisors Inc. ADV now owns 48,179 shares of the company’s stock valued at $2,770,000 after purchasing an additional 4,278 shares in the last quarter. Finally, Braeburn Wealth Management LLC purchased a new stake in Archer Daniels Midland during the fourth quarter valued at about $420,000. Hedge funds and other 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.