Archer-Daniels-Midland Co(ADM)Stock Analysis
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Rank #1,508 of 2,879 stocks
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
ADM Stock Analysis & AI Quality Score
AI stock analysis and institutional research for Archer-Daniels-Midland Co (ADM), a Consumer Staples sector company. 13F Pro's AI-powered ranking engine scores ADM at 49.4/100 on a 32-signal composite quality model, placing it at rank #1,508 of 2,879 stocks — the bottom half of the AI-ranked universe. ADM scores in the top quartile across revenue scale (94.5), free cash flow (77.3). Areas of concern include revenue growth (2.2) and earnings quality (5.3), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), Archer-Daniels-Midland Co reports quarterly revenue of $20.5B, net income of $298.0M, an operating margin of 1.9%. Top institutional holders of ADM by reported 13-F value include STATE FARM MUTUAL AUTOMOBILE INSURANCE CO, BlackRock,, STATE STREET, based on the most recent SEC filings. ADM trades on the NYSE exchange and files with the SEC under CIK 7084. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate ADM daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Archer-Daniels-Midland Co directly from SEC EDGAR. Archer-Daniels-Midland Co's 13F Pro composite quality score has ranged between 45 and 67 since 2021, currently 49.4 — a stable long-term trajectory across 30 quarterly and live scoring snapshots.
Revenue
Q1 2026
$20.5B
Net Income
Q1 2026
$298.0M
Free Cash Flow
Q1 2026
$-44.0M
Operating Margin
Q1 2026
1.9%
ROIC
Q1 2026
1.3%
D/E Ratio
Q1 2026
0.41
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
-6.2% YoYNet Income
-40.1% YoYEPS (Diluted)
-38.9% YoYTotal Assets
-1.7% YoYTotal Debt
-13.1% YoYOp. Cash Flow
+95.4% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2021 | FY 2020 | FY 2018 |
|---|---|---|---|---|---|---|
| Revenue | $80.27B -6.2% | $85.53B -8.9% | $93.94B +10.2% | $85.25B +32.5% | $64.36B +0.0% | $64.34B |
| Net Income | $1.08B -40.1% | $1.80B -48.3% | $3.48B +28.6% | $2.71B +52.9% | $1.77B -2.1% | $1.81B |
| EPS (Diluted) | $2.23 -38.9% | $3.65 -43.2% | $6.43 +34.2% | $4.79 +52.1% | $3.15 -1.3% | $3.19 |
| Total Assets | $52.39B -1.7% | $53.27B -2.5% | $54.63B -2.7% | $56.14B +12.9% | $49.72B +21.8% | $40.83B |
| Total Debt | $9.42B -13.1% | $10.83B +29.5% | $8.37B -17.2% | $10.11B +1.8% | $9.93B +10.7% | $8.97B |
| Operating Cash Flow | $5.45B +95.4% | $2.79B -37.4% | $4.46B -32.4% | $6.59B +376.4% | $-2.39B +50.1% | $-4.78B |
AI Insight: ADM Financial Trends
ADM's net income has nearly halved from Q2 2024's $486M to Q1 2026's $298M while debt remains elevated, signaling persistent earnings pressure.
• Revenue declined from $22,248M in Q2 2024 to $18,556M in Q4 2025, with Q1 2026 recovering only partially to $20,490M.
• Net income collapsed to $18M in Q3 2024 and has yet to recover, averaging just $277M across the last four quarters.
• Total debt dropped sharply from $11,065M in Q1 2025 to $7,856M in Q3 2025 before rebounding to $9,329M in Q1 2026.
• Operating cash flow swung wildly — from $4,298M in Q2 2025 to negative $313M in Q4 2025 and near-zero $150M in Q1 2026.
⚠ Debt rebounded from $7,856M to $9,416M in Q4 2025 and sits at $9,329M in Q1 2026 — deleveraging trend may be stalling.
⚠ Operating cash flow turned negative in Q1 2025 and Q4 2025; two negative quarters in eight signals unpredictable cash conversion.
⚠ Revenue trend is structurally lower versus 2024 peaks; watch whether Q1 2026's $20,490M marks stabilization or continued drift down.
AI Insight: ADM Ratio Trends
ADM's profitability remains structurally weak with ROIC trending below year-ago levels across most quarters, though Q1 2026 shows a modest sequential recovery.
• ROIC in Q1 2026 reached 16.5%, up from 7.5% in Q3 2025 but below Q1 2025's 12.8% — year-over-year improvement but no clear uptrend.
• Operating margin oscillates sharply by season: Q3 quarters consistently trough (0.5%–0.7%) while Q4 quarters peak (3.1% in Q4 2024, 2.6% in Q4 2025).
• Q4 2025 operating margin of 2.6% and ROIC of 20.2% both fell short of Q4 2024's 3.1% and 24.6%, signaling year-over-year margin erosion.
⚠ TTM ROIC of 13.8% trails every individual quarter's peak — watch whether Q2 2026 sustains Q1 2026's 16.5% ROIC or reverts toward 2025 lows.
⚠ Net profit margin has been compressed to 1.0%–1.5% range in recent quarters; any commodity cost or volume pressure could push it negative.
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Available Research
13F Pro tracks comprehensive data for Archer-Daniels-Midland Co including:
Top Institutional Holders of ADM
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO
$3.4B46,796,552 shBlackRock, Inc.
$3.1B42,858,782 shSTATE STREET CORP
$2.4B33,665,739 shVANGUARD CAPITAL MANAGEMENT LLC
$2.3B31,239,389 shVANGUARD PORTFOLIO MANAGEMENT LLC
$1.9B26,043,739 shWELLINGTON MANAGEMENT GROUP LLP
$1.3B17,287,760 shDODGE & COX
$1.1B15,757,140 shCHARLES SCHWAB INVESTMENT MANAGEMENT INC
$1.1B15,310,233 shGEODE CAPITAL MANAGEMENT, LLC
$944.2M13,037,637 shNORTHERN TRUST CORP
$879.0M12,092,045 sh
| Fund | Value | Shares |
|---|---|---|
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | $3.4B | 46,796,552 |
| BlackRock, Inc. | $3.1B | 42,858,782 |
| STATE STREET CORP | $2.4B | 33,665,739 |
| VANGUARD CAPITAL MANAGEMENT LLC | $2.3B | 31,239,389 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.9B | 26,043,739 |
| WELLINGTON MANAGEMENT GROUP LLP | $1.3B | 17,287,760 |
| DODGE & COX | $1.1B | 15,757,140 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.1B | 15,310,233 |
| GEODE CAPITAL MANAGEMENT, LLC | $944.2M | 13,037,637 |
| NORTHERN TRUST CORP | $879.0M | 12,092,045 |
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Popular Research
Is ADM a good stock to buy?
13F Pro's AI-powered analysis of Archer-Daniels-Midland Co (ADM) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Staples sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for ADM are available on the ADM stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own ADM?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling ADM. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Archer-Daniels-Midland Co's investment landscape.