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ADM stock rises as traders position for Q3 earnings after stronger guidance

Investivoq PriceTracker

Archer-Daniels-Midland Company (ADM) is up 3.5% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver is bullish positioning ahead of ADM’s third-quarter earnings report, with options activity pointing to growing expectations for upside. The move also appears supported by the company’s stronger second-quarter results and higher full-year outlook announced earlier this quarter, which kept the fundamental backdrop constructive.

Details:

  • ADM said in a company press release on October 6 that it will release third-quarter 2026 financial results on November 3, giving traders a near-term catalyst to focus on.
  • Options activity accelerated on October 12, with a sharp jump in call buying that suggested investors were making bullish bets ahead of the earnings event.
  • In its August 4 earnings release, ADM posted adjusted earnings per share of $1.84 and raised its 2026 adjusted EPS guidance to about $5.15 to $5.60.
  • The updated outlook cited strong commercial and operational execution, a constructive biofuels environment, and momentum in Nutrition, which may still be helping sentiment.

    • Sources:

    ADM Investor Relations, SEC, Investing.com

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

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    $ADM Hedge Fund Activity

    We have seen 561 institutional investors add shares of $ADM stock to their portfolio, and 451 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 Investivoq's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Investivoq API 13F endpoint.

    $ADM Government Contracts

    We have seen $22,778,521 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:

    • COMMODITIES FOR USG FOOD DONATIONS: 2000011067/4100033317/FLOUR BAKER HARD WHT UNBLCH-BULK: $749,700
    • COMMODITIES FOR USG FOOD DONATIONS: 2000011067/4100033319/FLOUR BREAD-BULK: $665,532
    • COMMODITIES FOR USG FOOD DONATIONS: 2000011067/4100033318/FLOUR BAKER HARD WHT BLCH-BULK,FLOUR BAKER HEARTH...: $166,635

    To track government contracts to publicy traded companies, check out Investivoq's government contracts dashboard. You can access data on government contracts through the Investivoq API government contracts 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 Investivoq's $ADM forecast page.

    $ADM Price Targets

    Multiple analysts have issued price targets for $ADM recently. We have seen 4 analysts offer price targets for $ADM in the last 6 months, with a median target of $79.5.

    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

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