NYSE · Consumer Staples

ARCHER DANIELS MIDLAND CO ADM

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.

Packaged Foods

Company profile

Business mix

  • It operates in three segments: Ag Services and Oilseeds; Carbohydrate Solutions; and Nutrition.
  • It is also involved in the grain sourcing, handling, and multimodal transportation network supporting import, export, and distribution activities.
  • 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.
  • 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.

Current key questions

  • Can consumer demand, pricing, traffic, and channel execution support growth in farm products?
  • How do input costs, promotions, inventory, and brand strength affect margins?
  • Does management convert scale, store or digital reach, and capital allocation into higher per-share value?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 36.25 FCF 12.29% Buyback 0.21%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Markel Group Tom Gayner 0.9% $109.5M 2026-03-31
Gotham Asset Management Joel Greenblatt 0.1% $34.0M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 1 Last 4 13F filing periods
Net reducers 1 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $23.3M Estimated from net added shares
Reduction amount $3.3M Estimated from net reduced shares
Net share change / base shares +16.2% +274,692 / 1,698,344
Gotham Asset Management Joel Greenblatt 3 filing periods
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 117.9% 13F value change +$9.9M
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 19.2% 13F value change +$5.9M
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 2.1% 13F value change +$7.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 147,044 Last 4 periods +320,192 (+217.8%) Total shares 467,236 Value $34.0M
Markel Group Tom Gayner 4 filing periods
13F 2025-06-30 Filed 2025-08-01
Minor increase Shares 1.5% 13F value change +$8.6M
13F 2025-09-30 Filed 2025-10-31
Minor reduction Shares -4.3% 13F value change +$6.9M
13F 2025-12-31 Filed 2026-02-06
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-01
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-01
Base shares 1,551,300 Last 4 periods -45,500 (-2.9%) Total shares 1,505,800 Value $109.5M

Recent mentions

No public mentions.