Darling Ingredients Inc. (DAR) Stock Falls on Q4 2025 Earnings

Darling Ingredients Inc. (DAR) reported fourth-quarter 2025 results: revenue rose 20.6% year-over-year to $1.71 billion, gross profit increased 28.6% to $429.2 million. Operating profit declined 20.4% to $97.4 million and net income attributable to common shareholders fell 45.1% to $56.9 million.

Revenue: $1.71 billion (+20.6% YoY)

Gross profit: $429.2 million (+28.6% YoY)

Operating profit: $97.4 million (-20.4% YoY)

Net income: $56.9 million (-45.1% YoY)

Diluted EPS: $0.35 (-44.4% YoY)

Cash-flow and balance-sheet highlights showed improvement in liquidity and ongoing investment: cash from operating activities rose 45.3% to $224.3 million, capital expenditures increased to $90.1 million (up 22.9% YoY), cash and cash equivalents were $91.5 million (up 20.4% YoY), and total liabilities stood at $5.68 billion (up 1.4% YoY).

Cash from operations: $224.3 million (+45.3% YoY)

Purchases of property, plant and equipment: $90.1 million (+22.9% YoY)

Cash and cash equivalents: $91.5 million (+20.4% YoY)

Total liabilities: $5.68 billion (+1.4% YoY)

Darling topped revenue expectations — the company reported $1.71 billion versus the revenue estimate of $1.55 billion — but diluted EPS of $0.35 missed the consensus estimate of $0.40. The stock was down 3.77% since market close following the release.

Top-line beat alongside stronger gross margins.

Operating profit and net income contracted sharply despite revenue growth.

Operating cash flow showed meaningful improvement.

Capital spending increased year-over-year.

Market reaction: shares declined about 3.8% after the report.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Darling Ingredients Inc. Insider Trading Activity

Darling Ingredients Inc. insiders have traded $DAR stock on the open market 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.

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

RANDALL C STUEWE (Chairman and CEO) has made 0 purchases and 2 sales selling 62,500 shares for an estimated $1,939,375.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

Darling Ingredients Inc. Hedge Fund Activity

We have seen 227 institutional investors add shares of Darling Ingredients Inc. stock to their portfolio, and 262 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

UBS GROUP AG removed 4,082,495 shares (-44.5%) from their portfolio in Q4 2025, for an estimated $146,969,820
ILEX CAPITAL PARTNERS (UK) LLP added 3,251,180 shares (+inf%) to their portfolio in Q3 2025, for an estimated $100,363,926
NO STREET GP LP added 2,250,000 shares (+inf%) to their portfolio in Q3 2025, for an estimated $69,457,500
APPIAN WAY ASSET MANAGEMENT LP added 1,679,064 shares (+2551.8%) to their portfolio in Q3 2025, for an estimated $51,832,705
CITADEL ADVISORS LLC removed 1,447,317 shares (-22.6%) from their portfolio in Q3 2025, for an estimated $44,678,675
GATES CAPITAL MANAGEMENT, INC. removed 1,378,064 shares (-19.8%) from their portfolio in Q3 2025, for an estimated $42,540,835
MARSHALL WACE, LLP removed 1,376,012 shares (-91.6%) from their portfolio in Q3 2025, for an estimated $42,477,490

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Darling Ingredients Inc. Government Contracts

We have seen $462,000 of award payments to $DAR 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.

Darling Ingredients Inc. Analyst Ratings

Wall Street analysts have issued reports on $DAR in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Jefferies issued a "Buy" rating on 10/24/2025
Piper Sandler issued a "Overweight" rating on 10/24/2025
B of A Securities issued a "Buy" rating on 10/08/2025

To track analyst ratings and price targets for Darling Ingredients Inc., check out Quiver Quantitative's $DAR forecast page.

Darling Ingredients Inc. Price Targets

Multiple analysts have issued price targets for $DAR recently. We have seen 6 analysts offer price targets for $DAR in the last 6 months, with a median target of $45.5.

Here are some recent targets:

Thomas Palmer from JP Morgan set a target price of $46.0 on 01/21/2026
Dushyant Ailani from Jefferies set a target price of $50.0 on 01/12/2026
Jason Gabelman from TD Cowen set a target price of $45.0 on 12/02/2025
Ryan Todd from Piper Sandler set a target price of $49.0 on 10/24/2025
Conor Fitzpatrick from B of A Securities set a target price of $45.0 on 10/08/2025