Archer-Daniels-Midland Company (ADM) AI Stock Analysis

Archer-Daniels-Midland Company procures, transports, processes, and merchandises agricultural commodities, products, and ingredients worldwide. Headquartered in Chicago, Illinois, ADM operates across three primary divisions: Ag Services and Oilseeds, Carbohydrate Solutions, and Nutrition. The business sources and handles oilseeds, corn, wheat, and barley, providing cleaning, storage, and transportation services as well as trade finance and commodity brokerage. It produces vegetable oils, protein meals, starches, sweeteners, syrups, biodiesel, glycols, alcohol, and cotton cellulose pulp. ADM also manufactures natural flavors, specialty nutrition ingredients such as probiotics and enzymes, animal feed ingredients, and contract pet food.

ADM generated a five-year revenue compound annual growth rate of 4.5% between FY2020 and FY2025. After peaking at $101.56B in FY2022, revenue declined to $93.94B in FY2023, $85.53B in FY2024, and fell 6.2% to $80.27B in FY2025. Over the same span, net income decreased from $4.34B in FY2022 to $1.08B in FY2025, bringing net margin to 1.3%. Operating cash flow remained positive, rising to $5.45B in FY2025 with free cash flow of $4.20B. In the latest quarter ended June 30, 2026, revenue increased 7.2% year-over-year, while quarterly earnings grew 315.6%. Trailing twelve month revenue stood at $82.10B with an operating margin of 4.0%.

As of June 30, 2026, ADM held $9.61B in cash and short-term investments against $9.34B in total debt, yielding net cash of $267.0M. Shareholders' equity totaled $23.58B out of $53.53B in total assets. The company maintained a current ratio of 1.39 and a debt-to-equity ratio of 0.40. In FY2025, capital expenditures consumed $1.25B and dividends accounted for $987.0M. Over the trailing five years, share count was reduced by 14.3%.

ADM trades at a trailing price-to-earnings ratio of 22.6x and a forward multiple of 15.6x, compared to medians of 23.5x and 15.2x for its S&P 500 Consumer Defensive peers. Its enterprise value to EBITDA ratio is 12.3x versus the peer group median of 14.8x, and its price-to-sales multiple is 0.5x compared to 1.8x for peers. Over the past year, ADM returned 35.2%, outpacing the S&P 500 return of 16.8%. Over five years, the stock gained 48.8% compared to 83.0% for the S&P 500.

ADM offers an annualized forward dividend of $2.08 per share, representing a 2.52% dividend yield with a payout ratio of 47.7%. The company has paid quarterly dividends for 44 consecutive years. ADM delivered a five-year annualized dividend growth rate of 7.2%, with its most recent ex-dividend date on August 19, 2026.

Wall Street coverage on ADM includes 1 Strong Buy, 8 Hold, and 2 Sell ratings. The mean price target of $80.20 represents 2.9% downside relative to the last close of $82.61. For the current fiscal year ending December 31, 2026, analysts estimate EPS of $5.51 on revenue of $86.83B, representing 60.7% earnings growth. ADM has beaten EPS estimates in 3 of the last 4 quarters, with the next earnings report scheduled for November 3, 2026.

This page is an AI-written research summary of Archer-Daniels-Midland Company (ADM). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: ADM income statement, ADM balance sheet, ADM key metrics, ADM analyst forecast, ADM chart. See the ADM stock overview for the latest quote and news.