Archer Daniels Midland Co_ Logo and Phone: T_Schneider via Shutterstock
Archer-Daniels-Midland Company, headquartered in Chicago (ADM) is dedicated to the acquisition, transportation, storage, processing and marketing of agricultural products, ingredients and flavors. With a market capitalization of $27 billionThe company’s operations span the Americas, Europe and internationally.
The major agricultural company has noticeably underperformed the broader market over the past year. ADM share prices have increased by 12.3% in annual terms and gained 6.5% in the last 52 weeks, compared to the S&P 500 index ($SPX) 14.3% profit in 2025 and profitability of 13.4% during the last year.
However, the stock has notably outperformed the industry-focused Vaneck Agribusiness ETF (MOO) 8.4% increase in annual terms and a decrease of 2.2% in the last 52 weeks.
Archer-Daniels-Midland stock quotes remained practically flat in the negotiation session after the publication of his mixed third quarter results on November 4th. The company successfully navigated the weak and challenging macroeconomic environment and made notable progress in portfolio optimization and cost savings initiatives. Its revenue for the quarter rose 2.2% year over year to $20.4 billion, but missed Street expectations by 1.4%. Meanwhile, its adjusted EPS fell from $1.09 to $0.92, but beat the consensus estimates by 3.4%.
On a concerning note, the company reduced its full-year EPS guidance from the previous projection of $4.00 to the range of $3.25 – $3.50. Furthermore, in the following trading session, Archer-Daniels-Midland share prices plummeted 6.4% after JP Morgan downgraded its stock.
For full fiscal 2025, which ends in December, analysts expect ADM to generate adjusted EPS of $3.45, down 27.2% year over year. The company has a strong track record of earnings surprises. It has surpassed final Street estimates in each of the last four quarters.
Among the 11 analysts covering ADM stock, the consensus rating is “Hold.” This is based on one “strong buy”, seven “holds”, two “moderate sells” and one “strong sell”.
This setup is slightly more bearish than a month ago, when none of the analysts covering ADM gave “Strong Sell” recommendations.
On November 5, JP Morgan (JPM) analyst Thomas Palmer degraded ADM from “Equal Weight” to “Underweight” and reduced the price target from $61 to $59.
ADM’s average price target of $57.67 represents a modest 1.7% premium to current price levels. Meanwhile, the Street’s high target of $70 suggests a 21.4% upside potential.
On the date of publication, Aditya Sarawgi had no (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article are for informational purposes only. For more information, see Barchart’s Disclosure Policy here.
