UBS Reiterates Buy Rating on Archer-Daniels-Midland
UBS maintains its buy rating on ADM, setting a price target of $95, a 23.99% upside from the current price.
Key Points
- UBS reiterated its buy rating on Archer-Daniels-Midland, setting a price target of $95 on June 15, 2026.
- UBS's $95 price target implies 23.99% upside from Archer-Daniels-Midland Company's ($ADM) current $76.62 share price.
- ADM shares are trading at $78.49 with a market cap of $38.7 billion and a P/E ratio of 35.82.
- Insiders recently bought shares, and analysts are mixed with ratings ranging from buy to sell.
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UBS reiterated its buy rating on Archer-Daniels-Midland Company (NYSE:ADM) on June 15, 2026, setting a price target of $95. Analyst Manav Gupta believes in the company's long-term potential and sees upside from the current stock price of $78.49.
Other Institutional Activity in Archer-Daniels-Midland
State Farm Mutual Automobile Insurance Co held steady with 46.8 million shares valued at about $3.4 billion. BlackRock, Inc. trimmed its position by 2.99 million shares, bringing its stake to 42.9 million shares worth approximately $3.1 billion. State Street Corp also reduced its holdings by 731,219 shares, ending with 33.7 million shares valued at $2.4 billion. Meanwhile, Vanguard Capital Management LLC and Vanguard Portfolio Management LLC each reported new positions of 31.2 million and 26 million shares, valued at $2.3 billion and $1.9 billion, respectively. Wellington Management Group LLP significantly cut its stake by 8.9 million shares, holding 17.3 million shares worth about $1.3 billion.
Archer-Daniels-Midland Company Stock Down 6.0%
Shares of NYSE:ADM are trading at $78.49. Archer-Daniels-Midland has a market cap of $38.7 billion and a P/E ratio of 35.82, with a forward P/E of 15.46. The stock has a 52-week low of $51.34 and a high of $85.37. Its 50-day moving average is $76.09, and the 200-day moving average is $66.48. The company has a current ratio of 1.31 and a quick ratio of 0.27, with a debt-to-equity ratio of 46.13.
$ADM price target
Past daily closes and this analyst's 12-month price target. Not investment advice.
Recent Earnings
For its most recent quarter, Archer-Daniels-Midland reported revenue of $80.6 billion, reflecting a growth of 1.6%. The company's net margin stood at 1.34%, with a return on equity of 4.77%. Earnings per share were $2.24. The next earnings report is expected on August 4, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
4 analysts raised price targets.
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EPS & revenue
EPS beat estimates by 6.6%. Revenue met estimates.
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Profit surprise
EBITDA missed by 37 percent. Operating income missed by 13 percent.
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Pre-earnings setup
Bar was low, analysts cautious going in.
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Analyst signal
4 target raises.
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Earnings quality
Operating margin up 0.8 points. Positive free cash flow.
Earnings Call Summary
ADM delivered a strong first quarter with adjusted earnings per share of $0.71, beating the $0.66 consensus. Revenue was $20.49 billion versus $20.42 billion consensus. Crushing and ethanol businesses benefited from a constructive commodity environment following EPA finalization of renewable volume obligations in late March. The company's Ag Services segment grew 26 percent year over year on higher exports, while Nutrition operating profit surged 42 percent driven by flavor sales and recovery of the Decatur East plant. Management is confident about continued momentum across all three segments through the balance of 2026.
Guidance ADM raised full year earnings guidance to $4.15 to $4.70 per share from $3.60 to $4.25. The company expects continued strength in ethanol margins, normalization of soybean purchases from China, and sustained nutrition growth. About $275 million in negative mark-to-market impacts from Q1 are expected to reverse mostly in Q2, with the remainder in the second half.
Slightly positive report. The quarter was acceptable, but the forward setup is not strong.
Dividend
ADM offers an annual dividend rate of $2.08, yielding 2.59%. The dividend payout ratio is high at 91.52%, indicating a substantial return of earnings to shareholders.
Insider Buying and Selling at Archer-Daniels-Midland Company
On June 10, 2026, several insiders purchased shares of ADM. David McAtee II bought 34 shares, James Collins Jr. acquired 78 shares, and Theodore Colbert III purchased 112 shares. Debra Sandler added 188 shares, Lei Zhang Schlitz bought 110 shares, and Terrell Crews acquired 427 shares. These transactions were not part of a pre-planned trading program.
Analysts Set New Price Targets
On June 15, 2026, UBS maintained its buy rating on ADM with a price target of $95. Previously, on May 7, UBS had set a target of $90. In contrast, JP Morgan and Morgan Stanley maintained sell ratings with targets of $74 and $58, respectively. Barclays rated the stock as hold with a target of $85. Overall, the consensus among 10 analysts is a hold, with a mean price target of $74.10.
About Archer-Daniels-Midland
Archer-Daniels-Midland Company, based in Chicago, Illinois, is a global leader in the food and agriculture sector. The company provides ingredients and solutions for human and animal nutrition. It operates through segments like Ag Services and Oilseeds, Carbohydrate Solutions, and Nutrition. ADM is involved in the origination, merchandising, transportation, and storage of agricultural raw materials, as well as the crushing and processing of oilseeds. The company is led by CEO Juan Ricardo Luciano and employs approximately 40,798 people.
Bottom Line
UBS's reaffirmation of a buy rating and a $95 price target reflects confidence in Archer-Daniels-Midland's growth prospects. Investors pay attention to such analyst ratings as they provide insights into potential stock performance. It's important to remember that analyst ratings and 13F filings are backward-looking and may not represent current conditions.
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