NYSE · Consumer Staples

Darling Ingredients Inc DAR

Darling Ingredients Inc. develops, produces, and sells sustainable natural ingredients from edible and inedible bio-nutrients in North America, Europe, China, South America, and internationally. The Feed Ingredients segment collects and processes animal by-products into non-food grade oils and protein meals; bakery residuals into cookie meal used in poultry and swine rations; used cooking oil into non-food grade fats; and porcine and bovine blood into blood plasma powder and hemoglobin.

Packaged Foods

Company profile

Business mix

  • The Feed Ingredients segment collects and processes animal by-products into non-food grade oils and protein meals.
  • This segment is also involved in the processing of selected portions of slaughtered animals into pet food, as well as of cattle hides and hog skins.
  • Its Food Ingredients segment engages in the purchase and processing of beef and pork bone chips, beef hides, and pig and fish skins into collagen.
  • The Fuel Ingredients segment is involved in the conversion of organic sludge and food waste into biogas.

Current key questions

  • Can consumer demand, pricing, traffic, and channel execution support growth in packaged foods?
  • 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 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 43.14 FCF 5.84% Buyback -0.08%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Yacktman Asset Management Stephen Yacktman 1.2% $86.8M 2026-03-31

Recent trading changes over the last 1 quarters

Net buyers 1 Last 1 13F filing periods
Net reducers 2 Last 1 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $893,794 Estimated from net added shares
Reduction amount $174.0M Estimated from net reduced shares
Net share change / base shares -63.2% -2,958,629 / 4,682,154
Davis Advisors Chris Davis 1 filing periods
13F 2026-03-31 Filed 2026-05-07
Major reduction Shares -93.4% 13F value change -$90.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-07
Base shares 2,842,306 Last 1 periods -2,654,401 (-93.4%) Total shares 187,905 Value $11.6M
Yacktman Asset Management Stephen Yacktman 1 filing periods
13F 2026-03-31 Filed 2026-05-01
Minor increase Shares 1.0% 13F value change +$36.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-01
Base shares 1,389,217 Last 1 periods +14,451 (+1.0%) Total shares 1,403,668 Value $86.8M
Gotham Asset Management Joel Greenblatt 1 filing periods
13F 2025-09-30 Filed 2025-11-14
Major reduction Shares -70.7% 13F value change -$13.0M
Settlement As of 13F 2025-09-30 · Filed 2025-11-14
Base shares 450,631 Last 1 periods -318,679 (-70.7%) Total shares 131,952 Value $4.1M

Recent mentions

No public mentions.