Inside the research
Archer-Daniels-Midland Company
ADM Research profile · latest available data
Price overview
$81.12
▼ -0.76 (-0.9%)
| 52w hi | $88.09 |
|---|---|
| 52w lo | $54.41 |
| Vol | 3.21M |
| As of | 25 Sep 2026 |
The Verdict
Our score +0.42
| Short | +0.49 |
|---|---|
| Medium | +0.41 |
| Long | +0.29 |
computed 2026-09-27
Key fundamentals
Archer-Daniels-Midland Company
Consumer Defensive · Farm Products
| Market cap | $39.10B |
|---|---|
| Enterprise value | $47.64B |
| Trailing P/E | 22.16x |
| Forward P/E | 14.31x |
| EV / EBITDA | 15.91x |
| P / S (ttm) | 0.48x |
| Profit margin | 2.2% |
| Return on equity | 7.6% |
| Revenue growth | +7.2% |
| Earnings growth | +315.6% |
| Debt / equity | 39.13 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.30 | |
| Sector | -0.01 | |
| Technical | +0.34 | |
| Earnings | +0.00 | |
| Sentiment | +0.00 |
macro × 1.00 · 2026-09-27
Business overview
Archer-Daniels-Midland Company provides human and animal nutrition ingredients and solutions in the United States, Switzerland, the Cayman Islands, Brazil, Mexico, Canada, the United Kingdom, and internationally. It operates in three segments: Ag Services and Oilseeds; Carbohydrate Solutions; and Nutrition. The company engages in the origination, merchandising, transportation, and storage of agricultural raw materials, as well as the crushing and processing of oilseeds, including soybeans and soft seeds, such as cottonseed, sunflower seed, canola, rapeseed, and flaxseed; produces and markets vegetable oils and oilseed protein meals used by food, feed, energy, and industrial customers; sale of crude and partially refined vegetable oils; supplies peanuts and peanut-derived ingredients; and manufactures cotton cellulose pulp. It is also involved in the grain sourcing, handling, and multimodal transportation network supporting import, export, and distribution activities; structured trade finance activities; corn and wheat wet and dry milling and related processing activities; production of distillers' grains, corn gluten feed, and corn gluten meal for use as animal feed ingredients; and carbon capture and sequestration and other emissions-reduction initiatives. In addition, the company engages in the creation, manufacturing, sale, and distribution of an array of ingredients and solutions comprising 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. Further, it is involved in the derivatives and commodity exchanges and clearing houses; and insurance coverage for certain property, casualty, marine, medical, and other miscellaneous risks. The company was founded in 1902 and is based in Chicago, Illinois.
Risk Metrics
| Beta vs SPX | 0.23 |
|---|---|
| Corr SPX | 0.13 |
| Annual vol | 28.0% |
| Annual ret | +17.9% |
| Sharpe | 0.64 |
| Max DD | -31.4% |
Window: 504 trading days (504 obs)
Analyst Coverage
| Mean PT | $74.10 |
|---|---|
| High / Low | $90.00 / $58.00 |
| Median | $75.50 |
| Analysts | 10 |
| Strong Buy | 0 | |
|---|---|---|
| Buy | 1 | |
| Hold | 7 | |
| Sell | 1 | |
| Strong Sell | 2 |
Recent rating actions
| 2026-05-07 | UBS | → Buy |
| 2026-05-06 | Morgan Stanley | → Underweight |
| 2026-05-06 | JP Morgan | → Underweight |
| 2026-05-06 | Barclays | → Equal-Weight |
| 2026-04-06 | Jefferies | → Hold |
| 2026-04-01 | Barclays | → Equal-Weight |
Officers & Board
| Director | Jim Collins since 2022 |
|---|---|
| Director | Ted Colbert since 2021 |
| Director | Lei Zhang Schlitz since 2019 |
| Director | Michael S. Burke since 2018 |
| Director | Suzan Harrison since 2017 |
| Director | Debra Sandler since 2016 |
| Director | Juan R. Luciano since 2014 |
| Director | Frank Sanchez since 2014 |
| Director | Terry Crews since 2011 |
| Director | Donald E. Felsinger since 2009 |
| Director | Patrick Moore since 2003 |
| Director | Kelvin Westbrook since 2003 |
| Founder | George A. Archer current |
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-08-12 | Officer / Director Change | read |
| 2026-08-10 | Exhibits | read |
| 2026-08-04 | Earnings Release, Exhibits | read |
| 2026-07-23 | Officer / Director Change, Reg FD Disclosure… | read |
| 2026-05-12 | Officer / Director Change, Shareholder Vote | read |
| 2026-05-05 | Earnings Release, Exhibits | read |
| 2026-03-10 | Officer / Director Change, Reg FD Disclosure… | read |
| 2026-02-03 | Earnings Release, Exhibits | read |
| 2026-01-28 | Other Material Event, Exhibits | read |
| 2025-11-04 | Earnings Release, Exhibits | read |
| 2025-09-23 | Reg FD Disclosure, Exhibits | read |
| 2025-08-05 | Earnings Release, Exhibits | read |
Flow & Concentration
| Insider 180d net | $0 |
|---|---|
| Insider buys / sells | 0 / 0 |
| Insider bias | Neutral |
| 13F holders | 7 |
| Top-5 share | 98.5% |
| HHI | 6,142 (concentrated) |
Top Holders
| Holder | Value | Shares |
|---|---|---|
| State Street Corp | $2.57B | 33.64M |
| Fidelity / FMR LLC | $280.70M | 3.67M |
| Capital Research / Capital World | $178.37M | 2.33M |
| AQR Capital Management | $117.86M | 1.54M |
| Citadel Advisors | $116.28M | 1.52M |
| Millennium Management | $50.63M | 662.76K |
| T. Rowe Price Group | $60.74K | 794.96K |
As of 2026-06-30
Connections
Subsidiarys: American River Transportation Company
Dividends
| Yield (TTM) | 1.27% |
|---|---|
| $ / share (TTM) | $1.03 |
| 5y CAGR | +7.2% |
Annual dividend per share
| 2021 | $1.48 |
|---|---|
| 2022 | $1.60 |
| 2023 | $1.80 |
| 2024 | $2.00 |
| 2025 | $2.04 |
| 2026 | $0.52 |
Federal Contracts
| Amount | Agency | Description |
|---|---|---|
| $29.50M | Department of Agriculture | COMMODITIES FOR USG FOOD DONATIONS: 2000009869/4210006837/RICE, MILLED BULK |
| $25.04M | Department of Agriculture | COMMODITIES FOR USG FOOD DONATIONS: 2000010810/4210007374/SOYBEAN MEAL BULK |
| $19.62M | Department of Agriculture | COMMODITIES FOR USG FOOD DONATIONS: 2000010690/4210007334/RICE, MILLED BULK |
| $19.39M | Department of Agriculture | COMMODITIES FOR USG FOOD DONATIONS: 2000011219/4210007514/SOYBEAN MEAL BULK |
| $18.55M | Department of Agriculture | COMMODITIES FOR USG FOOD DONATIONS: 2000009816/4210006817/SOYBEAN MEAL BULK |
| $17.59M | Department of Agriculture | COMMODITIES FOR USG FOOD DONATIONS: 2000009493/4210006695/SOYBEAN MEAL BULK |
| $17.00M | Department of Agriculture | COMMODITIES FOR USG FOOD DONATIONS: 2000009280/4210006603/SOYBEAN MEAL BULK |
| $16.66M | Department of Agriculture | COMMODITIES FOR USG FOOD DONATIONS: 2000008247/4210005829/OIL, SOYBEAN, CRUDE, D |
SEC Filings
The Long Run
FY 2010–2025 · 16 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $24.96B | -5.9% | |
| Gross profit | $5.78B | +12.6% | |
| Net income | $1.08B | -3.8% | |
| Cash from ops | $4.46B | +5.2% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $81.39 | $81.73 | $80.40 | $81.12 | 3.21M |
| Sep 24 | $82.58 | $83.04 | $81.57 | $81.88 | 2.74M |
| Sep 23 | $82.33 | $83.00 | $81.54 | $82.15 | 2.55M |
| Sep 22 | $82.88 | $83.83 | $82.29 | $82.34 | 2.55M |
| Sep 21 | $85.05 | $86.40 | $83.09 | $83.38 | 2.56M |
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