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
Vol3.21M
As of25 Sep 2026

The Verdict

Hold

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/E22.16x
Forward P/E14.31x
EV / EBITDA15.91x
P / S (ttm)0.48x
Profit margin2.2%
Return on equity7.6%
Revenue growth+7.2%
Earnings growth+315.6%
Debt / equity39.13

Layer Breakdown

LayerRawContribution
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.

United States · www.adm.com

Risk Metrics

Beta vs SPX0.23
Corr SPX0.13
Annual vol28.0%
Annual ret+17.9%
Sharpe0.64
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
Analysts10
Strong Buy0
Buy1
Hold7
Sell1
Strong Sell2

Recent rating actions

2026-05-07UBS→ Buy
2026-05-06Morgan Stanley→ Underweight
2026-05-06JP Morgan→ Underweight
2026-05-06Barclays→ Equal-Weight
2026-04-06Jefferies→ Hold
2026-04-01Barclays→ Equal-Weight

Officers & Board

DirectorJim Collins since 2022
DirectorTed Colbert since 2021
DirectorLei Zhang Schlitz since 2019
DirectorMichael S. Burke since 2018
DirectorSuzan Harrison since 2017
DirectorDebra Sandler since 2016
DirectorJuan R. Luciano since 2014
DirectorFrank Sanchez since 2014
DirectorTerry Crews since 2011
DirectorDonald E. Felsinger since 2009
DirectorPatrick Moore since 2003
DirectorKelvin Westbrook since 2003
FounderGeorge A. Archer current

Material Events

DateEvent8-K
2026-08-12Officer / Director Changeread
2026-08-10Exhibitsread
2026-08-04Earnings Release, Exhibitsread
2026-07-23Officer / Director Change, Reg FD Disclosure…read
2026-05-12Officer / Director Change, Shareholder Voteread
2026-05-05Earnings Release, Exhibitsread
2026-03-10Officer / Director Change, Reg FD Disclosure…read
2026-02-03Earnings Release, Exhibitsread
2026-01-28Other Material Event, Exhibitsread
2025-11-04Earnings Release, Exhibitsread
2025-09-23Reg FD Disclosure, Exhibitsread
2025-08-05Earnings Release, Exhibitsread

Flow & Concentration

Insider 180d net$0
Insider buys / sells0 / 0
Insider biasNeutral
13F holders7
Top-5 share98.5%
HHI6,142 (concentrated)

Top Holders

HolderValueShares
State Street Corp$2.57B33.64M
Fidelity / FMR LLC$280.70M3.67M
Capital Research / Capital World$178.37M2.33M
AQR Capital Management$117.86M1.54M
Citadel Advisors$116.28M1.52M
Millennium Management$50.63M662.76K
T. Rowe Price Group$60.74K794.96K

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

AmountAgencyDescription
$29.50MDepartment of AgricultureCOMMODITIES FOR USG FOOD DONATIONS: 2000009869/4210006837/RICE, MILLED BULK
$25.04MDepartment of AgricultureCOMMODITIES FOR USG FOOD DONATIONS: 2000010810/4210007374/SOYBEAN MEAL BULK
$19.62MDepartment of AgricultureCOMMODITIES FOR USG FOOD DONATIONS: 2000010690/4210007334/RICE, MILLED BULK
$19.39MDepartment of AgricultureCOMMODITIES FOR USG FOOD DONATIONS: 2000011219/4210007514/SOYBEAN MEAL BULK
$18.55MDepartment of AgricultureCOMMODITIES FOR USG FOOD DONATIONS: 2000009816/4210006817/SOYBEAN MEAL BULK
$17.59MDepartment of AgricultureCOMMODITIES FOR USG FOOD DONATIONS: 2000009493/4210006695/SOYBEAN MEAL BULK
$17.00MDepartment of AgricultureCOMMODITIES FOR USG FOOD DONATIONS: 2000009280/4210006603/SOYBEAN MEAL BULK
$16.66MDepartment of AgricultureCOMMODITIES FOR USG FOOD DONATIONS: 2000008247/4210005829/OIL, SOYBEAN, CRUDE, D

SEC Filings

DateFormDoc
2026-08-128-Kview
2026-08-108-Kview
2026-08-06424B2view
2026-08-054view
2026-08-05424B2view
2026-08-0410-Qview
2026-08-048-Kview
2026-07-238-Kview
2026-07-024view
2026-07-024view
2026-07-024view
2026-07-024view
2026-07-024view
2026-07-024view
2026-07-024view

The Long Run

FY 2010–2025 · 16 years

LineLatestCAGRTrend
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

S&P 500

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$81.39$81.73$80.40$81.123.21M
Sep 24$82.58$83.04$81.57$81.882.74M
Sep 23$82.33$83.00$81.54$82.152.55M
Sep 22$82.88$83.83$82.29$82.342.55M
Sep 21$85.05$86.40$83.09$83.382.56M

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