ADM slips as investors appear to take profits after earnings-driven rally

Archer-Daniels-Midland Company (ADM) is down 3.1% today. Here is some analysis on what might have caused this price movement.

Analysis: There does not appear to be a major new company-specific negative announcement tied to today’s drop. This could be because investors are taking profits after ADM’s early-August earnings beat and guidance increase, while weaker grain markets and normal post-dividend trading dynamics may also be pressuring the shares. ([investors.adm.com](https://investors.adm.com/news/news-details/2026/ADM-Reports-Second-Quarter-2026-Results/default.aspx?utm_source=openai))

Details:

On August 4, ADM reported second-quarter 2026 results and raised its full-year adjusted EPS outlook to a range of $5.15 to $5.60, citing strong commercial and operational execution, a constructive biofuels environment, and momentum in Nutrition. ([investors.adm.com](https://investors.adm.com/news/news-details/2026/ADM-Reports-Second-Quarter-2026-Results/default.aspx?utm_source=openai))

Company materials highlighted stronger crushing and ethanol expectations, with biofuels margins supported by the renewable volume obligation, higher global energy prices, and lower U.S. corn prices. ([adm.com](https://www.adm.com/en-us/news/news-releases/2026/8/adm-reports-second-quarter-2026-results/?utm_source=openai))

By August 21, grain futures were mostly lower in early trading, including soybeans and corn, which can weigh on sentiment around agricultural processors and merchandisers even when company fundamentals remain intact. ([myjournalcourier.com](https://www.myjournalcourier.com/business/article/grains-mostly-lower-livestock-lower-22397936.php?utm_source=openai))

Recent official updates have been relatively routine, including a dividend declaration and conference presentation notice, which suggests today’s move may be more about market positioning than a fresh operating setback. ([adm.com](https://www.adm.com/fr-ca/news/news-releases/2026/8/adm-declares-cash-dividend/?utm_source=openai))

Sources:

ADM, Associated Press, MarketScreener

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$ADM Insider Trading Activity

$ADM insiders have traded $ADM stock on the open market 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.

Here’s a breakdown of recent trading of $ADM stock by insiders over the last 6 months:

GREGORY A MORRIS (Senior Vice President) sold 50,000 shares for an estimated $3,424,000
CHRISTOPHER M CUDDY (Senior Vice President) sold 35,000 shares for an estimated $2,572,500
IAN R PINNER (Senior Vice President) sold 34,106 shares for an estimated $2,439,602

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

$ADM Hedge Fund Activity

We have seen 574 institutional investors add shares of $ADM stock to their portfolio, and 535 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 16,617,425 shares (+inf%) to their portfolio in Q2 2026, for an estimated $1,269,571,270
CAPITAL WEALTH PLANNING, LLC added 4,151,390 shares (+inf%) to their portfolio in Q2 2026, for an estimated $317,166,196
PACER ADVISORS, INC. added 3,385,086 shares (+inf%) to their portfolio in Q2 2026, for an estimated $258,620,570
JPMORGAN CHASE & CO added 2,046,864 shares (+inf%) to their portfolio in Q2 2026, for an estimated $156,380,409
BLACKROCK, INC. added 1,762,804 shares (+4.1%) to their portfolio in Q2 2026, for an estimated $134,678,225
LOS ANGELES CAPITAL MANAGEMENT LLC added 1,626,516 shares (+73731.5%) to their portfolio in Q2 2026, for an estimated $124,265,822
DODGE & COX removed 1,574,815 shares (-10.0%) from their portfolio in Q2 2026, for an estimated $120,315,866

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$ADM Government Contracts

We have seen $22,020,291 of award payments to $ADM over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.

$ADM Congressional Stock Trading

Members of Congress have traded $ADM stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $ADM stock by members of Congress over the last 6 months:

REPRESENTATIVE GILBERT RAY CISNEROS, JR. sold up to $100,000 on 03/20.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

$ADM Analyst Ratings

Wall Street analysts have issued reports on $ADM in the last several months. We have seen 0 firms issue buy ratings on the stock, and 1 firms issue sell ratings.

Here are some recent analyst ratings:

JP Morgan issued a "Underweight" rating on 05/06/2026

To track analyst ratings and price targets for $ADM, check out Quiver Quantitative's $ADM forecast page.

$ADM Price Targets

Multiple analysts have issued price targets for $ADM recently. We have seen 5 analysts offer price targets for $ADM in the last 6 months, with a median target of $77.0.

Here are some recent targets:

Manav Gupta from UBS set a target price of $95.0 on 06/15/2026
Benjamin Theurer from Barclays set a target price of $85.0 on 05/06/2026
Vincent Andrews from Morgan Stanley set a target price of $58.0 on 05/06/2026
Thomas Palmer from JP Morgan set a target price of $74.0 on 05/06/2026
Dushyant Ailani from Jefferies set a target price of $77.0 on 04/06/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.