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USConsumer Defensive

Archer-Daniels-Midland Company (ADM)

US · Consumer Defensive · Farm Products

$88.09+3.64%
Last close · 2026-09-17

Latest quarter · ended 2026-06-30

Revenue
$22.68B
Revenue YoY
+7.0%
Net profit
$908.0M
Profit YoY
+314.6%
EPS
$1.84
EPS estimate
$1.42
Net margin
4.0%

EPS came in at 1.84 against a street estimate of 1.42 — a beat of 29.6%.

Key statistics

Market cap
$41.80B
P/E
23.7
Forward P/E
16.5
P/B
1.77
Book value
$48.91
EPS (TTM)
$3.66
Dividend yield
2.37%
52-week high
$88.75
52-week low
$54.00
50-day MA
$81.73
200-day MA
$72.67
Beta
0.61

Analyst view

Analysts rate Archer-Daniels-Midland Company a hold (1 buy, 9 hold, 2 sell out of 12) with an average price target of $80.10.

From the latest earnings call · 2026-08-06

CONFIDENT Admiral delivered 78.5% combined ratio with flat turnover but 18% profit decline vs H1 2025. Strong capital position (190% solvency) supports 80p shareholder returns. Management confident in profitable growth when market cycle turns. H1 2026 UK Insurance profit down from GBP 584m H1 2025 due to softer motor cycle. Europe benefits from loss ratio improvements and scale in intermediary distribution. Analysts pressed timing of market hardening (Admiral confident but patient), risk adjustment release quantum (management clarified smaller near-term impact), and capital framework priorities (M&A threshold-based, organic-led). Management emphasized discipline over rushing growth, consistent with past cycle success. 2026-08-06…

Full summary in the app.

Shareholding

Insiders
0.71%
Institutions
88.95%

Largest institutional holders

FundStake
State Farm Mutual Automobile Ins Co9.71%
BlackRock Inc8.89%
State Street Corp6.99%
Vanguard Capital Management, LLC6.48%
Vanguard Portfolio Management, LLC5.40%
Wellington Management Company LLP3.67%
Charles Schwab Investment Management Inc3.18%
Dodge & Cox2.94%

Recent filings & reports

DocumentDate
Board / officer change · Q3 2026
ARCHER-DANIELS-MIDLAND COMPANY (ADM) - 8-K SUMMARY OTHER NOTABLE POINTS • Director Resignation: Lei Z. Schlitz resigned from her position as directo
2026-08-12
Current report · Q3 2026
ARCHER-DANIELS-MIDLAND COMPANY (ADM) – 8-K SUMMARY HEADLINE NUMBERS • Debt issuance total: $1,000,000,000 ($1 billion) in new notes issued August 10
2026-08-10
Quarterly report · Q2 2026
ARCHER-DANIELS-MIDLAND COMPANY (ADM) - 10-Q SUMMARY Quarter Ended June 30, 2026 --- HEADLINE NUMBERS • Six-month revenue: $43,171 million (up 4.4%
2026-08-04
Results announced · Q3 2026
ADM Q2 2026 FINANCIAL SUMMARY HEADLINE NUMBERS • Q2 2026 EPS (GAAP): $1.87, up $1.42 vs. Q2 2025 ($0.45) • Q2 2026 Adjusted EPS: $1.84, up $0.91 vs.
2026-08-04
Board / officer change · Q3 2026
ARCHER-DANIELS-MIDLAND COMPANY (ADM) – 8-K SUMMARY BUSINESS & SEGMENT HIGHLIGHTS • ADM announced the appointment of Jeffrey Rowe as Executive Vice P
2026-07-23
Quarterly report · Q1 2026
ARCHER-DANIELS-MIDLAND COMPANY (ADM) – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Revenues: $20,490 million (Q1 2026) vs. $20,175 million (Q1 2025) – u
2026-05-05
Proxy statement · Q2 2026
ARCHER-DANIELS-MIDLAND COMPANY (ADM) – 2026 PROXY SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Item 1: Elect 13 directors for one-year terms (12 indepe
2026-03-26
Annual report FY2025
ARCHER-DANIELS-MIDLAND COMPANY (ADM) – 10-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Market Capitalization: $25.2 billion (as of June 30, 202
2026-02-17

Readable in the app.

Corporate actions

ActionDetailDate
Dividend$0.52 / share
ex-date Aug 19, 2026 · pay Sep 9, 2026
2026-08-19
Dividend$0.52 / share
ex-date May 20, 2026 · pay Jun 10, 2026
2026-05-20
Dividend$0.52 / share
ex-date Feb 17, 2026 · pay Mar 10, 2026
2026-02-17
Dividend$0.51 / share
ex-date Nov 19, 2025 · pay Dec 11, 2025
2025-11-19
Dividend$0.51 / share
ex-date Aug 20, 2025 · pay Sep 10, 2025
2025-08-20

Deals & corporate news

AnnouncementDate
Formation of joint venture with expected supplier arrangements between parties
Archer-Daniels-Midland (ADM) filed an 8-K on September 23, 2025 announcing the formation of a joint venture, with details provided in an accompanying press release. The announcement involves
2025-09-23

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Data updated 2026-09-18.