Consumer staples stocks have surged this year, pushing valuations higher—but a handful of names still trade at reasonable multiples with solid earnings growth ahead. ...

OR UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D. C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 Commission file number 1-44 ARCHER-DANIELS-MIDLAND COMPANY (Exact name of registrant as specified in its charter) DE 41-0129150 (State or other jurisdiction of incorporation or organization) (I. R. S. Employer Identification No.) 77 West Wacker Drive, Suite 4600 Chicago, IL 60601 (Address of pr ...

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Core Insights - Archer-Daniels-Midland Company (ADM) is recognized as one of the 13 cheapest Dividend Aristocrats to invest in [1] - BMO Capital raised its price target for ADM to $63 from $57 following the company's fourth-quarter results, maintaining a Market Perform rating [2] - The adjusted EPS for ADM was reported at $0.87 for Q4 and $3.43 for the full year, with total segment operating profit of $821 million for the quarter and $3.2 billion for the year [3] Financial Performance - The company emphasized working capital discipline, which contributed to a cash flow benefit of $1.5 billion due to lower inventory levels [4] - ADM achieved record crush volumes in South America and steady performance in the ethanol segment, alongside improved execution in the Nutrition segment [4] - Portfolio simplification was a priority, with over 20 projects completed that generated approximately $200 million in cost savings [5] Operational Highlights - ADM operates as a global agricultural supply chain manager and processor, connecting crops and raw materials to food, feed, and fuel markets [6] - The company reported the lowest injury rate in its history, indicating improvements in safety metrics [5]

Core Viewpoint - Admiral Group has announced the acquisition of Flock, a digital commercial fleet insurance provider, valued at £80 million, pending regulatory approval [1][2]. Group 1: Acquisition Details - The acquisition aims to enhance Admiral's focus on commercial motor customers and is part of a strategy to evolve and futureproof its motor insurance offerings [2][5]. - Flock's technology platform will integrate into Admiral's fleet insurance proposition, with Flock's CEO joining Admiral Pioneer’s leadership team [5][6]. Group 2: Flock's Technology and Market Position - Flock utilizes AI-driven risk models based on extensive real-world driving data to provide personalized safety guidance to commercial fleet customers [3][13]. - The company has established itself as a leader in the motor fleet insurance sector, having raised over £40 million from notable venture capital investors [13]. Group 3: Strategic Implications - The acquisition is expected to provide Admiral with immediate access to a high-growth segment and enhance its existing strengths in data, technology, and customer service [2][7]. - The transaction is projected to complete in Q2 2026, with a minimal impact on Admiral's solvency ratio, ensuring the company remains above target levels [6].

Core Insights - Archer-Daniels-Midland Company's (ADM) Nutrition segment is a key growth pillar, but is currently facing challenges due to shifting demand patterns and inflationary pressures [2][3] - The Nutrition segment includes flavors, specialty ingredients, proteins, and health-focused solutions, benefiting from trends like clean-label products and plant-based diets [3] - Recent demand softness has led to flat revenues of $1.8 billion in Q4 2025, with Human Nutrition growing by 5% and Animal Nutrition declining by 4% [3][8] Segment Performance - The Nutrition segment has historically helped stabilize earnings volatility and improve margins compared to ADM's traditional Ag Services and Oilseeds businesses [3] - Despite recent challenges, ADM has optimized its portfolio and maintained disciplined capital allocation, resulting in a 66% operating profit growth in the Animal Nutrition segment for 2025 [4] - Management remains confident in the Nutrition segment's ability to sustain organic growth, with expectations for continued progress beyond 2026 [5][8] Future Outlook - ADM anticipates ongoing momentum in the Nutrition segment, driven by growth in Flavors, recovery in Specialty Ingredients, and increasing demand for Health and Wellness products [6] - The company expects margin expansion in Animal Nutrition as it shifts towards higher-margin products and benefits from optimization initiatives [6] - ADM's shares have gained 13.8% over the past six months, outperforming the industry growth of 0.2% [7]

Leadership Changes - Kenta Kon has been promoted to president and CEO of Toyota Motor, effective April 1, succeeding Koji Sato, who will become vice chairman and chief industry officer [2] - Prashanth Mahendra-Rajah will step down as CFO of Uber on February 16, 2026, and will be replaced by Balaji Krishnamurthy, currently vice president of strategic finance at Uber [3] - Peer Bueller has been promoted to CEO of Kayak, succeeding cofounder Steve Hafner, who will become executive chair and focus on AI innovation at Booking Holdings [4] - Liz Coddington, CFO of Peloton, is leaving for a similar role at Palmetto, with her departure effective March 30 [5] - Anubhav Mittal's employment offer to become CFO of Universal Corp. has been withdrawn, and Johan Kroner will continue as CFO until a successor is named [6] Background of Key Individuals - Kenta Kon has been with Toyota since 1991 and served as CFO since July 2025 [2] - Balaji Krishnamurthy joined Uber in 2019 and has held various leadership roles, including head of investor relations [3] - Peer Bueller joined Kayak in 2016 as CFO and took on the COO role in 2021 [4] - Liz Coddington joined Peloton as CFO in June 2022, previously working at Amazon and other notable companies [5] - Anubhav Mittal has worked at ADM for 10 years, most recently as CFO of ADM Nutrition, a $8 billion business [6] Company Implications - Toyota's leadership transition may signal a strategic shift under new management [2] - Uber's CFO change could impact its financial strategy and investor relations [3] - Kayak's new CEO may drive innovation and operational changes within the company [4] - Peloton's CFO transition could affect its financial management and strategic direction [5] - Universal Corp.'s withdrawal of Mittal's offer may create uncertainty in its financial leadership [6]

Chicago, Illinois-based Archer-Daniels-Midland Company (ADM) procures, transports, stores, processes, and merchandises agricultural commodities, ingredients, flavors, and solutions. With a market cap of $32.4 billion, the company processes oilseeds, corn, milo, oats, barley, peanuts, and wheat, as well as produce products which have primarily two end uses including food or feed ingredients. Shares of this global grain giant have notably outperformed the broader market over the past year. ADM has gained 4 ...

Group 1 - Brett Ashcroft Green is a CERTIFIED FINANCIAL PLANNER™ advocating for early retirement through disciplined, tax-efficient investing [1] - He has a background in private credit and commercial real estate mezzanine financing, having worked as a business director at a large family office [1] - His experience includes working with high-net-worth and ultra-high-net-worth families across the U.S. and Asia, with significant time spent in China [1] - Brett is fluent in Mandarin Chinese and has served as a court interpreter, enhancing his ability to operate in business and legal settings [1] - He has collaborated with notable commercial real estate developers such as The Witkoff Group, Kushner Companies, The Durst Organization, and Fortress Investment Group [1]

Key Takeaways ADM posted Q4 adjusted EPS of 87 cents, topping estimates, while revenues fell 13.7% year over year.Archer Daniels saw Ag Services & Oilseeds revenues drop 16.9%, with Carbohydrate Solutions down 3.9%.ADM raised its quarterly dividend 2% to 52 cents per share and guided 2026 adjusted EPS of $3.60-$4.25.Archer Daniels Midland Company (ADM) posted fourth-quarter 2025 results, wherein the top line fell short of the Zacks Consensus Estimate and declined year over year. Meanwhile, earnings surpasse ...