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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.

Sources StockAnalysis company profile stockanalysis.com
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 4 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 1 Last 4 13F filing periods
Net reducers 2 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $270,576 Estimated from net added shares
Reduction amount $152.6M Estimated from net reduced shares
Net share change / base shares -58.8% -2,458,592 / 4,182,117
Davis Advisors Chris Davis 4 filing periods
13F 2025-06-30 Filed 2025-08-08
Minor reduction Shares -1.3% 13F value change +$15.3M
13F 2025-09-30 Filed 2025-11-12
Minor increase Shares 0.4% 13F value change -$17.0M
13F 2025-12-31 Filed 2026-02-02
Major increase Shares 15.8% 13F value change +$26.6M
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 2,476,469 Last 4 periods -2,288,564 (-92.4%) Total shares 187,905 Value $11.6M
Yacktman Asset Management Stephen Yacktman 4 filing periods
13F 2025-06-30 Filed 2025-08-06
Minor reduction Shares -0.3% 13F value change +$10.5M
13F 2025-09-30 Filed 2025-11-04
Minor reduction Shares -5.8% 13F value change -$14.0M
13F 2025-12-31 Filed 2026-02-03
Minor reduction Shares -6.5% 13F value change +$4.1M
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 1,582,461 Last 4 periods -178,793 (-11.3%) Total shares 1,403,668 Value $86.8M
Gotham Asset Management Joel Greenblatt 2 filing periods
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 265.8% 13F value change +$13.2M
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 123,187 Last 4 periods +8,765 (+7.1%) Total shares 131,952 Value $4.1M

Recent mentions

No public mentions.