艾地盟(ADM)
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Archer Daniels Midland Company (ADM) Is a Trending Stock: Facts to Know Before Betting on It
Zacks Investment Research· 2024-03-21 22:05
Archer Daniels Midland (ADM) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.Shares of this agribusiness giant have returned +13.8% over the past month versus the Zacks S&P 500 composite's +3.6% change. The Zacks Agriculture - Operations industry, to which ADM belongs, has gained 5.2% over this period. Now the key question is: Where could the stock be headed in the ...
Time To Sell: 3 Dividend Stocks With No Margin Of Safety
Seeking Alpha· 2024-03-21 06:40
股票推荐 - 专业金融分析师Adam Smigielski每月会推荐一些股票,认为它们的业务和当前股价没有提供足够的安全边际[1] - 投资时,应该确保每笔投资都有足够的安全边际,即公司当前股价与内在价值之间的差异[2] - 本文提到的股票可能不会立即暴跌,但根据作者对这些公司未来3至5年的展望与当前股价的比较,作者认为这些股票存在较大风险,建议持有者升级到更好的股票位置或出售这些股票[3]
Archer-Daniels Midland Stock is Rock Steady, but is it a Buy?
MarketBeat· 2024-03-19 19:08
公司业务 - 公司的业务增长放缓,但股息稳定,基本需求依然强劲[1] - ADM是消费类必需品股票中的顶级农业组件之一,其产品在制造食品、饮料、动物饲料和工业产品方面至关重要[3] 财务表现 - 公司在2023年全年实现每股收益(EPS)为6.98美元,较2022年下降约9%[6] - 公司预计2024年全年盈利将下降,预计范围在5.25至6.25美元之间[7] 股票评级 - 分析师对ADM股票的评级存在分歧,但长期投资者仍然看好该公司的股票[1][10][11] - ADM是“股息之王”俱乐部的一员,这些公司连续至少50年增加股息,ADM已经连续52年增加股息[8][9]
Archer Daniels Midland (ADM) Rises Higher Than Market: Key Facts
Zacks Investment Research· 2024-03-19 06:56
Archer Daniels Midland (ADM) closed at $60.41 in the latest trading session, marking a +1.85% move from the prior day. The stock's performance was ahead of the S&P 500's daily gain of 0.63%. On the other hand, the Dow registered a gain of 0.2%, and the technology-centric Nasdaq increased by 0.82%.The the stock of agribusiness giant has risen by 10.55% in the past month, leading the Consumer Staples sector's gain of 1.73% and the S&P 500's gain of 1.76%.Investors will be eagerly watching for the performance ...
Archer Daniels (ADM) Announces Accelerated Share Repurchases
Zacks Investment Research· 2024-03-15 00:30
Archer Daniels Midland Company (ADM) is significantly progressing on its three strategic pillars, which are optimize, drive and growth. The company is actively managing productivity and innovation, and aligning work to the interconnected trends in food security, health and wellbeing.In the latest developments, the company has entered into an accelerated share repurchase (ASR) agreement with delayed share delivery with Merrill Lynch International, an affiliate of BofA Securities, Inc., to buy back $1 billion ...
ADM Announces $1 Billion Accelerated Share Repurchase Agreement
Businesswire· 2024-03-13 19:00
CHICAGO--(BUSINESS WIRE)--ADM (NYSE: ADM) today announced that it has entered into an accelerated share repurchase (ASR) agreement with delayed share delivery with Merrill Lynch International, an affiliate of BofA Securities, Inc., to repurchase $1 billion of ADM’s common stock. “We finished 2023 with strong momentum in terms of returning cash to our shareholders, and we will continue to prioritize shareholders in our cash deployment in 2024,” Board Chair and CEO Juan Luciano said. “After repurchasing $1 ...
Why Archer-Daniels-Midland Stock Gained Today
The Motley Fool· 2024-03-13 05:48
财报发布 - Archer-Daniels-Midland (ADM)发布了第四季度财报,股价上涨[1] - 尽管第四季度表现低于预期,ADM股票仍有所上涨[2] 股票回购计划 - 公司董事会授权额外20亿美元的股票回购计划[4] 未来展望 - 公司预计2024年每股收益将在5.25美元至6.25美元之间,较2023年下降约18%[6]
Archer Daniels (ADM) Q4 Earnings Beat, Revenues Dip Y/Y
Zacks Investment Research· 2024-03-13 02:51
财务表现 - ADM发布2023年第四季度财报,调整后每股收益为1.63美元,超过了Zacks Consensus Estimate的1.42美元[1] - ADM的营收同比下降11.4%,达到229.78亿美元,低于Zacks Consensus Estimate的236.52亿美元[3] - ADM的毛利略有下降,达到17.4亿美元,超过了预期的15.25亿美元[6] 分部运营情况 - Ag Services & Oilseeds部门的营收同比下降10.7%,Carbohydrate Solutions部门的营收同比下降19.4%,Nutrition部门的营收同比下降6.7%[4] - ADM的调整后分部运营利润在2023年第四季度下降16%,达到14亿美元,Ag Services & Oilseeds部门的调整后运营利润同比下降20%[7][8] - Carbohydrate Solutions部门的调整后运营利润增长12%,达到3.09亿美元[10] - Nutrition部门的调整后运营亏损为1000万美元,较去年同期的1.05亿美元下降110%[11] 资本结构和股价表现 - ADM在2023年第四季度以5亿美元的现金结余、83亿美元的长期债务和241亿美元的股东权益结束[12] - ADM股价在过去三个月下跌了15.2%[13]
ADM(ADM) - 2023 Q4 - Earnings Call Transcript
2024-03-13 00:05
财务数据和关键指标变化 - 2023年全年调整后每股收益为6.98美元,为公司历史第二高 [12] - 2023年全年调整后分部营业利润为62亿美元,较上年下降6% [36][37] - 2023年第四季度调整后每股收益为1.36美元,调整后分部营业利润为14亿美元 [12] - 2023年全年经营活动现金流(不含营运资金)为47亿美元 [13] 各条业务线数据和关键指标变化 - 农产品服务与油籽业务2023年全年营业利润为41亿美元,较上年下降8% [41][42] - 碳水化合物解决方案业务2023年全年营业利润为14亿美元,较上年下降3% [44][45] - 营养业务2023年全年营业利润为4.27亿美元,较上年下降36% [46][47][48][49] 各个市场数据和关键指标变化 - 南美洲农产品采购量创历史新高 [41] - 美国大豆粕出口连续5个月创新高 [42] - 巴西生物柴油业务和欧洲生物柴油业务表现良好 [42][43] 公司战略和发展方向及行业竞争 - 公司持续推进目标市场营销、直接农民采购等战略举措,预计2024年将分别实现6%和10%的增长 [20][21] - 公司加大碳减排力度,从再生农业合作到降低运营碳足迹,正在加速 [21] - 公司通过绿色比索合资企业和明尼苏达州淀粉厂扩建等项目,持续扩大可再生燃料和工业产品的产能 [22] - 公司启动"卓越执行力"计划,未来两年计划实现5亿美元的可追溯成本节约 [23] 管理层对经营环境和未来前景的评论 - 2024年将是更具挑战性的一年,需要依靠生产力和创新议程来推动进一步进展 [19] - 营养业务2023年表现远低于预期,公司正采取措施简化运营、优化投资组合以实现复苏 [24][25][26][27][28][29] - 公司预计2024年调整后每股收益将在5.25美元至6.25美元之间,较上年下降18%左右 [58][59][60][61][62] 问答环节重要的提问和回答 问题1 **Adam Samuelson提问** 如何看待2024年的周期性因素和公司可控因素 [73][74][75][76][77][78][79][80] **Juan Luciano回答** 公司正在调整业务模式,通过目标市场营销、再生农业等举措来提升自主可控因素 [75][76][77][78][79] 问题2 **Ben Theurer提问** 公司在淀粉糖和乙醇业务方面的资产投资需求如何 [108][109][110][111][112][113][114] **Juan Luciano回答** 公司正在持续投资于现有资产的升级改造,特别是在脱碳和生物解决方案领域 [110][111][112][113][114] 问题3 **Manav Gupta提问** 可再生柴油政策变化是否会对公司的油脂需求造成影响 [116][117] **Juan Luciano回答** 公司认为可再生柴油对植物油的需求将保持强劲,欧洲和美国的政策变化不会改变这一趋势 [117]
ADM Q4 earnings miss estimates, DOJ probe sparks concern
Invezz· 2024-03-12 23:16
Archer-Daniels-Midland Co. (ADM), a leading global grains merchant, disclosed lower-than-expected earnings for the fourth quarter on Tuesday.The announcement comes after an internal investigation into the company’s accounting practices caused a nearly two-month delay in the release of its financial results. ADM reported adjusted earnings of $1.36 per share for the quarter, falling short of analysts’ expectations of $1.43 per share, as per LSEG data.DOJ investigation intensifiesCopy link to sectionThe compan ...