Stocklore

Archer-Daniels-Midland Company (ADM)

Materials · US stock

What changed in recent filings

  • Revenue +7% YoYQuarter ended Jun 30, 2026
  • Ag Services and Oilseeds segment 77% → 79%Jun 30, 2025 → Jun 30, 2026
  • Institutions — 1 new · 4 reduced13F · as of end of 2026 Q2

What changed in recent SEC filings — factual, not a buy/sell recommendation.

Archer-Daniels-Midland Company recent earnings releases

Based on SEC filings. The release date is the day the earnings filing (8-K) was accepted; for quarters where that filing was not found, the periodic report filing date is shown.

  • 26Q2Released Aug 4, 2026
    Revenue +7.2% YoY · EPS $1.87
    Released before the open: Aug 3 close → Aug 4 close, the stock moved +2.3% · over the same window, market +1.8% · sector +2.5%
  • 26Q1Released May 5, 2026
    Revenue +1.6% YoY · EPS $0.62
    Released before the open: May 4 close → May 5 close, the stock moved +3.8% · over the same window, market +0.8% · sector +2.1%
  • 25Q4Released Feb 3, 2026
    Revenue -13.7% YoY · EPS $0.94
    Released before the open: Feb 2 close → Feb 3 close, the stock moved -1.0% · over the same window, market -0.8% · sector +3.0%
  • 25Q3Released Nov 4, 2025
    Revenue +2.2% YoY · EPS $0.22
    Released before the open: Nov 3 close → Nov 4 close, the stock moved +0.0% · over the same window, market -1.2% · sector -2.6%

The next earnings release is estimated around Nov 3, 2026 (calculated from how long this company has taken between quarter end and filing; it is not a date announced by the company).

Institutions holding Archer-Daniels-Midland Company

How many of the institutions we track reported holding this stock, quarter by quarter.

max 7
2019 Q1 · 52019 Q2 · 42019 Q3 · 42019 Q4 · 52020 Q1 · 42020 Q2 · 22020 Q3 · 42020 Q4 · 52021 Q1 · 42021 Q2 · 42021 Q3 · 52021 Q4 · 62022 Q1 · 52022 Q2 · 72022 Q3 · 62022 Q4 · 72023 Q1 · 72023 Q2 · 72023 Q3 · 72023 Q4 · 42024 Q1 · 52024 Q2 · 42024 Q3 · 32024 Q4 · 22025 Q1 · 32025 Q2 · 22025 Q3 · 32025 Q4 · 42026 Q1 · 52026 Q2 · 5
19 Q122 Q326 Q2

2019 Q1: 5 → 2026 Q2: 5 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold Archer-Daniels-Midland Company

Institutions we track that reported holding this stock in their most recent 13F.

  • National Pension Service (Korea)0.05% of portfolio · held as of 2019 Q1 or earlier
  • Dodge & Cox0.57% of portfolio · since 2025 Q2
  • Caisse de depot (Quebec)0.18% of portfolio · since 2025 Q3
  • Point72 Asset Managementunder 0.01% of portfolio · since 2026 Q1
  • Soros Fund ManagementNew this quarter0.04% of portfolio · since 2026 Q2

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Q2 2026 13F recap — stocks several institutions bought and sold together →

Company overview

Archer-Daniels-Midland Company is a global agricultural processing and nutrition company focused on connecting crops to end markets through sourcing, transporting, storing, and transforming farm commodities. Archer-Daniels-Midland Company operates across human and animal nutrition, agricultural supply chain management, and bio-based products, serving customers in food, beverage, feed, fuel, and industrial markets. Its current business segments include Ag Services and Oilseeds, Carbohydrate Solutions, and Nutrition, with activities ranging from oilseed crushing and grain merchandising to corn and wheat processing, ingredients, and specialty nutrition solutions. The company also provides transportation and logistics capabilities that support the movement of agricultural raw materials across regions and industries. Headquartered in Chicago, Illinois, Archer-Daniels-Midland Company plays a central role in the global food and ingredients system by converting crops into essential products used by consumers and businesses worldwide.

What is the Materials sector?

Mining, precious metals, and steel. Sensitive to commodity prices and the dollar.

Archer-Daniels-Midland Company is classified under the Materials sector. See peers below.

Archer-Daniels-Midland Company key financials

Based on SEC filings · as of Jun 30, 2026

4.7%
0.27x
as of Jun 30, 2026

Tap a metric name to see its meaning in the glossary.

Archer-Daniels-Midland Company vs Materials sector benchmark

Median of 17 representative sector stocks · SEC filings · factual comparison (not advice)

Revenue growth (YoY)
-0.8%vs benchmark 6.5%↓ below
Net margin
2.2%vs benchmark 5.7%↓ below
ROE
4.7%vs benchmark 5.3%↓ below

A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.

ADM revenue by segment summary

SEC 10-Q · segment totals cross-checked against total revenue

2026-06-30 revenue was $22.7B, +7.2% YoY.

The largest segment is Ag Services and Oilseeds, 79.4% of revenue — a highly concentrated structure.

Recent revenue growth was led mainly by the Ag Services and Oilseeds segment (about 100% of the increase).

Full segment weights, YoY changes, and an AI synthesis are available in the detailed analysis.

ADM segment revenue mix trend

Quarterly change in segment revenue share · verified from SEC filings

Jun '25Jun '26
Ag Services and Oilseeds 79%Carbohydrate Solutions 12%Nutrition 8%

2 quarters with a different segment breakdown were omitted (filing basis changed).

ETFs holding Archer-Daniels-Midland Company

Per SEC N-PORT · 2026-06-30 · by weight · factual

XLPState Street(R) Consumer Staples Select Sector SPDR(R) ETF
2.39%
SCHDSchwab U.S. Dividend Equity ETF
0.96%
RSPInvesco S&P 500 Equal Weight ETF
0.19%
VYMVANGUARD HIGH DIVIDEND YIELD INDEX FUND
0.15%
VTVVANGUARD VALUE INDEX FUND
0.14%
SPY
0.06%
VOOVANGUARD 500 INDEX FUND
0.06%
IVViShares Core S&P 500 ETF
0.06%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.05%
ITOTiShares Core S&P Total U.S. Stock Market ETF
0.05%

ADM on Stocklore

  • Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
  • Sector-relative metrics — Valuation and growth compared with the Materials average
See full ADM analysis →

Peers · Materials

ADM FAQ

What is Archer-Daniels-Midland Company (ADM)?

Archer-Daniels-Midland Company is a global agricultural processing and nutrition company focused on connecting crops to end markets through sourcing, transporting, storing, and transforming farm commodities. Archer-Daniels-Midland Company operates across human and animal nutrition, agricultural supply chain management, and bio-based products, serving customers in food, beverage, feed, fuel, and industrial markets. Its current business segments include Ag Services and Oilseeds, Carbohydrate Solutions, and Nutrition, with activities ranging from oilseed crushing and grain merchandising to corn and wheat processing, ingredients, and specialty nutrition solutions. The company also provides transportation and logistics capabilities that support the movement of agricultural raw materials across regions and industries. Headquartered in Chicago, Illinois, Archer-Daniels-Midland Company plays a central role in the global food and ingredients system by converting crops into essential products used by consumers and businesses worldwide.

What sector is Archer-Daniels-Midland Company in?

Archer-Daniels-Midland Company is classified under Materials. Mining, precious metals, and steel. Sensitive to commodity prices and the dollar.

What are Archer-Daniels-Midland Company's key financials?

As of Jun 30, 2026 in SEC filings: Revenue growth (YoY) -0.8%, Net margin 2.2%, ROE 4.7%, Debt-to-equity 0.27x. Definitions and interpretation are available on Stocklore.

What are Archer-Daniels-Midland Company's main revenue segments?

The largest segment is Ag Services and Oilseeds, about 79.4% of revenue. Segment totals are cross-checked against total revenue from SEC filings.

Where can I analyze Archer-Daniels-Midland Company (ADM) stock?

On Stocklore you can see ADM's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

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