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Why Darling Ingredients Stock Fell Today

Investivoq PriceTracker

Darling Ingredients (DAR) is down 3.3% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely explanation is a mix of sector weakness and profit-taking rather than a new company-specific shock. Darling remains closely tied to renewable diesel economics through Diamond Green Diesel, and traders may also be repositioning ahead of the company’s next earnings update later this month.

Details:

  • Darling’s latest reported quarter was strong, with second-quarter 2026 net income rising to $387.3 million and the company receiving $280 million in cash distributions from Diamond Green Diesel.
  • Management also said in July that it expected to end 2026 with net debt at or below $3 billion, pointing to balance-sheet improvement rather than operational distress.
  • In August, Darling announced an agreement to sell about $150 million of production tax credits generated by Diamond Green Diesel, which added another positive cash-flow item and means today’s drop does not appear tied to a newly disclosed negative filing.
  • Another clue is that Valero, Darling’s partner in Diamond Green Diesel, also traded lower today, which supports the view that the move could be because investors were pulling back from the renewable fuels and refining complex rather than reacting to a Darling-only event.

    • Sources:

    Darling Ingredients Investor Relations, SEC, MarketBeat

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

    $DAR Insider Trading Activity

    DAR Insider Trades

    $DAR insiders have traded $DAR stock on the open market 9 times in the past 6 months. Of those trades, 2 have been purchases and 7 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 3 sales selling 15,000 shares for an estimated $981,250.
    • PATRICK MCNUTT (EVP Chief Admin Officer) sold 8,000 shares for an estimated $536,720
    • JOSEPH MANZI (Chief Accounting Officer) has made 0 purchases and 2 sales selling 4,000 shares for an estimated $258,940.
    • NICHOLAS JAMES KEMPHAUS (EVP Gen. Counsel & Secretary) sold 1,591 shares for an estimated $100,312
    • CHARLES L ADAIR has made 2 purchases buying 1,000 shares for an estimated $60,970 and 0 sales.

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

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    $DAR Hedge Fund Activity

    We have seen 303 institutional investors add shares of $DAR stock to their portfolio, and 281 decrease their positions in their most recent quarter.

    Here are some of the largest recent moves:

    • MILLENNIUM MANAGEMENT LLC removed 2,639,156 shares (-91.5%) from their portfolio in Q2 2026, for an estimated $144,150,700
    • FRONTIER CAPITAL MANAGEMENT CO LLC removed 1,661,802 shares (-67.7%) from their portfolio in Q2 2026, for an estimated $90,767,625
    • SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 1,650,959 shares (+inf%) to their portfolio in Q2 2026, for an estimated $90,175,380
    • QUBE RESEARCH & TECHNOLOGIES LTD added 1,505,302 shares (+463.1%) to their portfolio in Q2 2026, for an estimated $82,219,595
    • NOMURA HOLDINGS INC removed 1,402,386 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $76,598,323
    • UBS GROUP AG removed 1,212,556 shares (-42.6%) from their portfolio in Q2 2026, for an estimated $66,229,808
    • BNP PARIBAS FINANCIAL MARKETS added 1,034,254 shares (+83.7%) to their portfolio in Q2 2026, for an estimated $56,490,953

    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.

    $DAR Government Contracts

    We have seen $352,000 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:

    • TASK ORDER FOR DARLING INGREDIENTS (KS - GARDEN CITY PLANT) TYPE B BSE SAMPLE COLLECTION UNDER CONTRACT 126...: $220,000
    • BSE SAMPLE COLLECTIONS - DARLING CLINTON PLANT IA FOR 600 SAMPLES 12639522D0093 IDIQ: $132,000

    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.

    $DAR 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 $70.0.

    Here are some recent targets:

    • Theresa Chen from Barclays set a target price of $62.0 on 07/02/2026
    • Jason Gabelman from TD Cowen set a target price of $70.0 on 06/23/2026
    • Thomas Palmer from JP Morgan set a target price of $79.0 on 05/12/2026
    • Lloyd Byrne from Jefferies set a target price of $75.0 on 05/04/2026
    • Betty Zhang from Scotiabank set a target price of $70.0 on 04/22/2026
    • Ben Bienvenu from Stephens & Co. set a target price of $70.0 on 04/21/2026

    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.