Cetera Investment Advisers Reduces $313K in Archer-Daniels-Midland Company ($ADM)

Cetera Investment Advisers cut its position in ADM by 2.2%, now holding 181,582 shares.

Key Points

  • Cetera Investment Advisers reduced its stake in Archer-Daniels-Midland by 4,072 shares, a 2.2% decrease, to 181,582 shares valued at $14.1 million.
  • ADM shares were trading around $77.40 on Saturday, with a market cap of $37 billion and a P/E ratio of 34.3.
  • Insiders made small stock purchases in June, and analysts have varied ratings, with UBS maintaining a 'buy' at a $95 target.

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Cetera Investment Advisers has trimmed its holdings in Archer-Daniels-Midland Company (NYSE:ADM), according to a recent 13F filing with the SEC. The firm reduced its stake by 4,072 shares, a 2.2% decrease, leaving it with 181,582 shares valued at approximately $14.1 million as of the end of the reporting period.

13F track record

Cetera Investment Advisers vs. the S&P 500

YTD return +12.86% hypothetical
All-time return +112.98% S&P 500 +81.17%
vs. S&P 500 +31.81% ahead of the index

Hypothetical, simulated performance of disclosed positions vs. the S&P 500. Not realized profit and not investment advice. Past performance does not indicate future results. Details.

What Changed in Cetera Investment Advisers' Archer-Daniels-Midland Position

Cetera Investment Advisers cut its position in Archer-Daniels-Midland by 4,072 shares, a 2.2% decrease, bringing its total holdings to 181,582 shares. The value of this position stands at about $14.1 million.

Other Institutional Activity in Archer-Daniels-Midland

State Farm Mutual Automobile Insurance Co maintained its position, holding steady at 46,796,552 shares valued at $3.4 billion. BlackRock, Inc. reduced its stake by 2,988,356 shares, a 6.5% decrease, ending with 42,858,782 shares worth about $3.1 billion. State Street Corp also trimmed its holdings by 731,219 shares, a 2.1% decrease, resulting in 33,665,739 shares valued at $2.4 billion. Meanwhile, Vanguard Capital Management LLC and Vanguard Portfolio Management LLC both opened new positions, each acquiring over 26 million shares.

Archer-Daniels-Midland Company Stock Down 5.8%

Shares of NYSE:ADM traded near $77.40 on Saturday. Archer-Daniels-Midland has a market cap of approximately $37 billion and a P/E ratio of 34.3, with a forward P/E of 14.3. The stock's 52-week range is between $51.34 and $85.37, and it has a 50-day moving average of $77.14 and a 200-day moving average of $67.12. The company maintains a current ratio of 1.31 and a debt-to-equity ratio of 46.13.

Year to date

$ADM stock price

Daily closing prices, year to date. Not investment advice.

Recent Earnings

Archer-Daniels-Midland reported revenue of $80.6 billion with a modest growth rate of 1.6%. The company's net margin is 1.34%, and its return on equity (ROE) is 4.77%. The next earnings report is expected on August 4, 2026.

Earnings drift grade

Outlook vs expectations on the last report — not price action.

B- 72/100

Reported May 5, 2026

  1. Forward outlook

    4 analysts raised price targets.

  2. EPS & revenue

    EPS beat estimates by 6.6%. Revenue met estimates.

  3. Profit surprise

    EBITDA missed by 37 percent. Operating income missed by 13 percent.

  4. Pre-earnings setup

    Bar was low, analysts cautious going in.

  5. Analyst signal

    4 target raises.

  6. Earnings quality

    Operating margin up 0.8 points. Positive free cash flow.

Earnings Call Summary

ADM delivered a strong first quarter with adjusted earnings per share of $0.71, beating the $0.66 consensus. Revenue was $20.49 billion versus $20.42 billion consensus. Crushing and ethanol businesses benefited from a constructive commodity environment following EPA finalization of renewable volume obligations in late March. The company's Ag Services segment grew 26 percent year over year on higher exports, while Nutrition operating profit surged 42 percent driven by flavor sales and recovery of the Decatur East plant. Management is confident about continued momentum across all three segments through the balance of 2026.

Guidance ADM raised full year earnings guidance to $4.15 to $4.70 per share from $3.60 to $4.25. The company expects continued strength in ethanol margins, normalization of soybean purchases from China, and sustained nutrition growth. About $275 million in negative mark-to-market impacts from Q1 are expected to reverse mostly in Q2, with the remainder in the second half.

Slightly positive report. The quarter was acceptable, but the forward setup is not strong.

Dividend

The company offers an annual dividend rate of $2.08, yielding 2.71%. The dividend payout ratio is 91.52%.

Insider Buying and Selling at Archer-Daniels-Midland Company

On June 10, 2026, several insiders, including David McAtee II, James Collins Jr., and Theodore Colbert III, made small purchases of ADM shares. These transactions were not part of a pre-planned 10b5-1 trading plan.

Analysts Set New Price Targets

On June 15, 2026, UBS maintained its buy rating on ADM with a price target of $95. Other analysts have varied views, with JP Morgan and Morgan Stanley maintaining sell ratings with targets of $74 and $58, respectively. The consensus recommendation for ADM is to hold, with an average target price of $74.60 based on 10 analyst opinions.

About Archer-Daniels-Midland Company

Archer-Daniels-Midland Company, headquartered in Chicago, Illinois, is a key player in the Consumer Defensive sector, particularly within the Farm Products industry. The company provides a wide range of human and animal nutrition ingredients and solutions worldwide. It operates through three main segments: Ag Services and Oilseeds, Carbohydrate Solutions, and Nutrition. With over 40,000 employees, ADM is led by CEO Juan Ricardo Luciano.

Bottom Line

Cetera Investment Advisers' recent trimming of its Archer-Daniels-Midland stake is a small shift in its portfolio, reflecting a 2.2% reduction. Investors often track such filings for insights into institutional sentiment, though these reports are backward-looking and may not represent current positions. Archer-Daniels-Midland continues to be a significant player in the farm products industry, with a steady dividend and varied analyst opinions.

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