Archer-Daniels-Midland Earnings Analysis
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 03 2026
0mins
Should l Buy ADM?
Source: seekingalpha
- Earnings Performance: Archer-Daniels-Midland (ADM) reported a non-GAAP EPS of $0.87, beating expectations by $0.07, although its revenue of $18.56 billion missed by $2.5 billion, indicating resilience in a low-margin environment.
- Guidance Cut: Despite another guidance cut in Q3, ADM demonstrates some market adaptability, suggesting that the company's strategies to cope with policy risks may impact future profitability.
- Policy Risks: The increasing policy risks faced by the company could threaten its low-margin business, prompting investors to monitor how regulatory changes might affect long-term growth prospects.
- Industry Conference: At the Goldman Sachs Industrials and Materials Conference, ADM showcased its business strategies, emphasizing its commitment to maintaining competitive advantage through innovation and efficiency improvements despite ongoing challenges.
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Analyst Views on ADM
Wall Street analysts forecast ADM stock price to fall
5 Analyst Rating
0 Buy
2 Hold
3 Sell
Moderate Sell
Current: 69.500
Low
50.00
Averages
56.80
High
61.00
Current: 69.500
Low
50.00
Averages
56.80
High
61.00
About ADM
Archer-Daniels-Midland Company is a global agricultural supply chain manager and processor, providing food security by connecting local needs with global capabilities. It is a human and animal nutrition provider. Its Ag Services and Oilseeds segment includes global activities related to the origination, merchandising, transportation, and storage of agricultural raw materials, and the crushing and further processing of oilseeds, such as soybeans and soft seeds into vegetable oils and protein meals. Carbohydrate Solutions segment is engaged in corn and wheat wet and dry milling and other activities. Nutrition segment is engaged in the creation, manufacturing, sale, and distribution of a wide array of ingredients and solutions, including plant-based proteins, flavors and colors derived from nature, flavor systems, emulsifiers, soluble fiber, polyols, hydrocolloids, probiotics, prebiotics, postbiotics, enzymes, botanical extracts, and other specialty food and feed ingredients and systems.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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Archer Daniels Midland Director Makes Major Stock Purchase
- Director Buy Signal: Archer Daniels Midland's director David R. McAtee II made a significant stock purchase totaling $486.7K over the past six months at an average cost of $64.90/share, indicating his confidence in the company's future and suggesting the stock may be undervalued.
- Stock Performance: As of the latest trading session, ADM shares are priced at $68.32, reflecting a 1.2% increase from the previous day and nearing its 52-week high of $69.75, which indicates optimistic market sentiment regarding the company's prospects.
- Dividend Yield: The current annualized dividend for ADM stands at $2.08/share, paid quarterly, with the next ex-dividend date on February 17, 2026, resulting in an approximate yield of 3.1%, showcasing the company's commitment to returning value to shareholders.
- Long-term Dividend History: ADM's long-term dividend history chart provides investors with insights into the sustainability of its recent dividend payments, further bolstering investor confidence in the stock's reliability.
See More
US Stocks Close Lower as Tech Sector Retreats
- Market Decline: The S&P 500 index fell by 0.84%, the Dow Jones by 0.34%, and the Nasdaq 100 by 1.55%, indicating a sharp sell-off after reaching record highs, which negatively impacted investor sentiment.
- Tech Sector Retreat: Data service and software stocks plummeted following the release of an automation tool by AI firm Anthropic, with Thomson Reuters and EPAM Systems down over 15% and 13% respectively, reflecting a loss of confidence in tech stocks.
- Precious Metals Rally: Gold prices surged over 6% and silver over 8%, leading to gains in mining stocks, with Hecla Mining and Freeport McMoRan rising more than 8% and 6% respectively, indicating increased demand for safe-haven assets.
- Economic Outlook Improvement: Richmond Fed President noted an improving US economic outlook despite ongoing risks, with markets focusing on upcoming economic data and the passage of a spending bill to gauge future economic trends.
See More
ADM Reports Q4 2025 Earnings Highlights
- Financial Performance: ADM reported adjusted earnings per share of $0.87 for Q4 2025 and $3.43 for the full year, demonstrating robust performance with a total segment operating profit of $821 million, reflecting strong cash flow management amid market challenges.
- Cost-Saving Initiatives: The company executed over 20 projects as part of portfolio optimization, resulting in approximately $200 million in cost savings, while also restoring Decatur East operations and achieving the lowest injury rate in its history, highlighting a dual focus on safety and efficiency.
- Future Outlook: ADM's outlook for adjusted EPS in 2026 is projected between $3.60 and $4.25, indicating confidence in future growth despite ongoing market fluidity and policy uncertainties, emphasizing disciplined capital allocation strategies.
- Strategic Focus: The company is concentrating on five key areas including enhanced nutrition, biosolutions, precision fermentation, and decarbonization, introducing innovations like allergen-free pea protein, aiming to capture market opportunities and drive long-term growth through sustained investment.
See More
Mixed US Stock Performance with Tech Stocks Under Pressure
- Divergent Market Performance: The S&P 500 Index fell by 0.35% today while the Dow Jones Industrial Average rose by 0.13%, indicating a split in market sentiment, particularly as weakness in tech stocks weighed on overall performance.
- Tech Stock Retreat: Following the release of an automation tool for lawyers by AI firm Anthropic, data service and software stocks retreated, with Thomson Reuters down over 17% and Intuit and FactSet both down more than 9%, reflecting a decline in investor confidence in the tech sector.
- Mining Stocks Surge: Gold prices rose by over 6% and silver prices soared by more than 13%, driving mining stocks higher, with Freeport McMoRan and Hecla Mining both up over 6%, indicating a rebound in investor demand for precious metals.
- Economic Data Impact: Despite strong US manufacturing data, the 10-year T-note yield climbed to a 1.5-week high of 4.30%, dampening expectations for further Fed rate cuts and leading to cautious investor sentiment that pressured some stocks.
See More
Mixed Performance in US Stocks as Tech Sector Shows Divergence
- Divergence in Tech Stocks: Despite strong earnings from Palantir Technologies and Teradyne boosting tech stocks, Palantir's shares rose over 5% after forecasting 2026 revenue significantly above expectations at $7.18 to $7.20 billion, well above the consensus of $6.27 billion.
- Precious Metals Rebound: Gold prices increased by more than 6% and silver surged over 13%, leading mining stocks like Freeport McMoRan and Hecla Mining to rise by more than 5% and 4% respectively, indicating a recovery in market demand for precious metals.
- PayPal's Stock Plunge: PayPal Holdings saw its stock drop over 18%, significantly weighing on the Nasdaq 100, as its Q4 net revenue of $8.68 billion fell short of the $8.79 billion consensus, coupled with a CEO change that may impact investor confidence.
- Economic Data Impacting Market Sentiment: While signs of an improving US economic outlook coexist with risks from concentrated hiring in a few sectors and inflation above the Fed's target, the market's expectations for future rate hikes have diminished, with the 10-year T-note yield rising to 4.3%, heightening investor unease.
See More
