MAUMEE, Ohio, Jan. 26, 2026 /PRNewswire/ -- The Andersons, Inc. (Nasdaq: ANDE) will release its financial results for the fourth quarter and full year 2025 after 4 p.m. Eastern Time on Tuesday, February 17, 2026. The company will host a webcast on Wednesday, February 18, 2026, at 8:30 a.m. Eastern Time to discuss the results and provide a company update. To listen over the phone, please dial 888-317-6003 (U.S. toll-free) or 412-317-6061 (international toll) and use elite entry number: 9697756. To watch the ...

Core Insights - The Andersons announced a growth plan targeting a 36% compound annual growth rate (CAGR) in earnings per share (EPS) from $2.56 to $7.00 by 2028 [1] Company Performance - The company has experienced a year-over-year decline in EPS for four consecutive fiscal quarters, including a -26.25% drop in Q3 2025 [7] - The upcoming Q4 earnings report on February 17, 2026, will be crucial in determining if the company is on the right path towards its growth objectives [7] Insider Trading Activity - William E. Krueger, the President and CEO, gifted away 38,200 shares, while Director John T. Stout Jr. executed multiple sales, including a direct open-market sale of 12,500 shares on December 10, 2025, totaling approximately $647,088 [2][5] - Stout's total holdings after his recent transactions amount to 25,940.57 shares, valued at $1.45 million [3] Company Operations - The Andersons Inc. specializes in planting, storing, manufacturing, and merchandising various agricultural products, including grains, ethanol, and plant nutrients [4] - The company is investing $60 million in an ethanol plant to boost capacity by 30 million gallons and is expanding food export terminals to support its growth strategy [6]

Core Points - The Andersons, Inc. announced a first quarter 2026 cash dividend of $0.20 per share, payable on January 23, 2026, to shareholders of record as of January 02, 2026, marking a nearly three percent increase from the previous quarter's dividend of $0.195 per share [1] - This announcement represents the 117th consecutive quarterly cash dividend since the company was listed on Nasdaq in February 1996, highlighting its strong financial position and commitment to returning value to shareholders [1] Company Overview - The Andersons, Inc. is a North American agriculture and renewable fuels company, dedicated to providing extraordinary service to customers, supporting employee development, contributing to community improvement, and enhancing company value [2]

Core Insights - The Andersons, Inc. aims to achieve a run-rate earnings per share of $7.00 by the end of 2028, representing a 36% compounded annual growth rate from $2.56 per share for the trailing twelve months ended September 30, 2025 [1] Growth Strategy - The company has outlined a long-term strategic framework focused on accelerating growth, optimizing margin potential, and delivering value through disciplined capital deployment [2] - The Andersons is positioned to capitalize on favorable macro trends in the agriculture and renewable fuels markets, ensuring strong shareholder value throughout the agricultural cycle [3] Investment Initiatives - A $60 million capital investment is planned for the Clymers, Indiana, ethanol plant, expected to increase ethanol capacity by 30 million gallons by mid-2027 [6] - The expansion of the export terminal at the Port of Houston is set for completion in 2026, enhancing the export of soybean meal and western grains [6] - The company aims to strengthen its geographic presence and expand merchandising capabilities through the integration of the Skyland Grain acquisition [6] Customer Engagement and Efficiency - The Andersons is focused on enhancing customer loyalty by providing customized solutions that meet evolving market needs [6] - The company is committed to operating efficient, low-carbon intensity (CI) ethanol plants while maximizing 45Z tax credits [6] Capital Management - A disciplined, long-term capital investment strategy is in place to drive growth, ensuring strong margins and cash flows [6] - The company maintains a balanced approach to returning capital to shareholders, including a track record of over 25 years of consecutive dividend payments and opportunistic share repurchases [6]

Group 1 - Top Wall Street analysts have changed their outlook on several key stocks, indicating potential shifts in investment sentiment [1] - The article suggests that investors should consider the opinions of analysts when evaluating ABBV stock [1]

Group 1 - The Andersons is hosting its 2025 Investor Day to share its strategy and insights into the business, focusing on long-term growth and value creation [2][4] - Michael Hoelter, Vice President of Corporate Controller and Investor Relations, has been with The Andersons for approximately 12 years, holding various financial roles [1] - The event will feature an overview of the company's vision and long-term strategy presented by President and CEO Bill Krueger [4]

Group 1 - The article does not provide any relevant content regarding company or industry insights [1]

Summary of The Andersons 2025 Investor Day Company Overview - **Company**: The Andersons (NasdaqGS:ANDE) - **Event**: 2025 Investor Day held on December 09, 2025 - **Key Focus**: Long-term growth strategy, business insights, and financial performance Core Messages and Strategic Insights 1. **Strengthened Company Position**: The Andersons is a materially stronger company with a seasoned team and deep expertise in agriculture and renewable fuels, poised for profitable growth [6][7][10] 2. **Diversified Portfolio**: The company has a balanced and diversified portfolio that has shown resilience through market cycles, particularly in North American agriculture and renewable supply chains [7][10] 3. **Renewables Growth Engine**: The renewables segment, particularly ethanol assets, has been a high-return business with ongoing investment opportunities, including a recent $425 million acquisition to enhance ethanol production [10][11] 4. **Disciplined Capital Allocation**: The Andersons employs a disciplined capital allocation strategy, leveraging consistent cash flows to drive long-term shareholder value [7][10] Financial Performance - **Q3 2025 Adjusted EPS**: $2.56 per share, with a target of $4.30 per share by the end of 2026 [11] - **Debt Management**: Long-term debt to EBITDA reduced by over 2.5 turns since 2020 while deploying $1 billion in capital [10] - **Earnings Power**: Demonstrated strong earnings power during the peak of the agricultural cycle in 2022 and 2023 [10] Business Segments Agribusiness 1. **Integrated Supply Chain**: The agribusiness segment connects producers to end users, trading over 800 million bushels of corn annually and supplying 165 million bushels to ethanol plants [13][14] 2. **Fertilizer and Grain Handling**: The company operates a network of grain elevators and fertilizer distribution, contributing 25%-30% of normalized EBITDA from fertilizers and 30%-35% from grain assets [17][19] 3. **Merchandising Expertise**: The asset-light merchandising model generates 35%-40% of normalized EBITDA, leveraging market analysis and logistics to optimize grain flows [20][22] Renewables 1. **Ethanol Production**: The Andersons operates four ethanol plants with a nameplate capacity of 393 million gallons, currently exceeding 500 million gallons in production [24][62] 2. **Co-Products**: The company maximizes revenue from co-products like dry distillers grains and corn oil, which contribute significantly to overall revenue [24][62] 3. **Market Position**: The renewables segment is positioned to benefit from low carbon fuel standards and the 45Z clean fuel production credits, enhancing profitability [27][60] Growth Strategy 1. **Macro Trends**: The Andersons is well-positioned to capitalize on favorable macro trends in energy and agriculture, focusing on organic growth and strategic acquisitions [30][31] 2. **Operational Excellence**: Continuous improvement and optimization of operations are key to driving efficiencies and cost savings [31][56] 3. **Customer-Centric Approach**: The company emphasizes a customer-first culture, enhancing relationships and delivering tailored solutions [54][55] Future Outlook - **Long-Term EPS Target**: A publicly stated target of $7 per share by the end of 2028 [33] - **Market Opportunities**: The Andersons aims to leverage its integrated capabilities and market knowledge to capture growth in both agribusiness and renewables [60][63] Additional Insights - **Sustainability Initiatives**: The company is actively developing sustainability programs and regenerative farming practices to meet evolving consumer and stakeholder requirements [47] - **Export Infrastructure**: Investments in export facilities, such as the Port of Houston, are aimed at enhancing market access and efficiency [53][46] This summary encapsulates the key points discussed during The Andersons 2025 Investor Day, highlighting the company's strategic direction, financial performance, and growth opportunities in the agribusiness and renewables sectors.

Company Overview - The Andersons is a materially stronger company poised for continued profitable growth, with a balanced, diversified portfolio rooted in North American ag and renewables supply chains[11] - The company reported revenue of $116 billion and adjusted EBITDA of $317 million for the trailing twelve months ended September 30, 2025[20] - Adjusted EPS was $256 for the same period[20] - The company expects run-rate EPS to reach $700 by 2028[64] Agribusiness Segment - The Agribusiness segment's adjusted EBITDA was $195 million for the trailing twelve months ended September 30, 2025, representing 53% of the company's total adjusted EBITDA[20, 69] - The segment traded 33 million tonnes of commodities and sold 19 million tons of fertilizer[69] - The segment has 275 million bushels of grain storage capacity[69] Renewables Segment - The Renewables segment's adjusted EBITDA was $175 million for the trailing twelve months ended September 30, 2025, representing 47% of the company's total adjusted EBITDA[20, 103] - The segment produced 506 million gallons of ethanol at 4 facilities[103] - The segment merchandised 335 million gallons of 3rd-party ethanol[103] Financial Strategy - The company has a long-term debt to EBITDA target of less than 25x[197] - The company deployed approximately $11 billion in capital, with 45% allocated to capital expenditures and 45% to return cash to shareholders[200] - The company anticipates $30 million - $35 million annual impact from 45Z tax credit in 2025, increasing to $90 million - $100 million annually from 2026-2028, cumulating to $300 million+[210]

Core Insights - The Andersons, Inc. is hosting its Investor Day in New York City on December 9, 2025, from 9 a.m. to 12 p.m. ET [1] - The executive management team will present the company's strategic growth plan, financial outlook, and initiatives for sustainable performance and long-term shareholder value [2] Event Details - Registration for the live webcast of the Investor Day is available online, with an archived version accessible within 24 hours and available for 12 months [3] Company Overview - The Andersons, Inc. is a North American agricultural and renewable fuels company focused on customer service, employee development, community support, and increasing company value [4]