ANDE at a glance
Andersons, Inc. (ANDE, SEC CIK 821026) filed its latest 10-K annual report on February 18, 2026, a 10-Q quarterly report on August 4, 2026, an 8-K current report on August 3, 2026 and Form 4 insider filings as recently as October 5, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Andersons, Inc. (ANDE) reported revenue of $1.5 billion (up 9.1% from FY2024) and net income of $95.7 million.
- As of June 30, 2026, 31 institutional investment managers tracked by SignalX reported holding Andersons, Inc. (ANDE) shares worth $1.3 billion in 13F-HR filings.
- In the last 90 days, ANDE insiders reported 0 open-market purchases ($0) and 1 open-market sale ($285K) on Form 4, a net sale of $285K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $1.5B
- +9.1% vs prior year
- Insiders · 90 days
- 0 buys · 1 sell
- Net −$285K
- 13F holders
- 31 funds
- $1.3B · +1 vs prior quarter
- Latest 8-K
- Aug 3, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model: North American agriculture and renewable fuels supply chain operator
- Emphasis on two segments: Agribusiness and Renewables in line with management structure
- Strategic positioning as a nimble, significant player in both agriculture and renewable fuels sectors
- Founded in 1947, maintaining longstanding presence with focus on North American markets
Risk Factors
- Regulatory risk: Uncertainty around eligibility and monetization of Section 45Z Tax Credits requires IRS registration by Jan 1, 2025, affecting ethanol segment profitability
- Geopolitical risk: Exposure to international trade disputes and tariffs causing commodity price volatility and disrupted trade flows, notably under current U.S. administration trade policies
- Operational risk: Dependence on limited suppliers for key raw materials risks cost increases and supply interruptions impacting multiple segments
- Competitive risk: Pricing pressure from larger competitors with greater financial resources threatens market share and profit margins in core Agribusiness and Renewables sectors
- Financial risk: Indebtedness with covenants on working capital and equity risks default and liquidity constraints if cash flow generation weakens
Management Discussion & Analysis
- No profitability or margin data included in excerpt
- No cash flow, buybacks, dividends, or capital expenditure figures mentioned
- Forward-looking statements acknowledge risks and uncertainties that may impact actual results
AI summary of the ANDE 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Q2 revenue $3.098B, down from $3.136B YoY, primarily reflecting Agribusiness portfolio optimization
- Effective tax rate 19.9% vs 32.3% YoY on $67.3M pretax income vs $24.8M
- Renewables strongest segment: operating results up $55.3M, gross profit up $50.6M to $77.0M
- Cash $66.5M vs $351.0M YoY; six-month operating cash flow $94.2M vs $(50.7)M
- 2026 capital spending outlook approximately $225M, split roughly 50% growth and maintenance
- Outlook: supportive ethanol demand and volatility opportunities, with western dryness and grower economics as headwinds
Risk Factors
- No Risk Factors section provided; changes from the latest 10-K cannot be determined
- Repurchase authorization: $77.7 million remaining under the $100 million plan through August 15, 2027
- Insider trading compliance: Rule 10b5-1 plan for up to 5,950 shares from August 20, 2026 to August 20, 2027
AI summary of the ANDE 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Second-quarter 2026 earnings announcement, covering Andersons’ fiscal Q2 2026 results
- Detailed financial results and management commentary available in Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Q2 net income $56.6M, or $1.65 diluted EPS, versus $7.9M and $0.23; adjusted EPS $2.15 versus $0.24
- Adjusted EBITDA $140.3M versus $65.2M, led by Renewables’ record $88.4M adjusted pretax income
Item 5.02: Departure/Appointment of Directors or Principal Officers
- David R. Heppner elected director effective June 18, 2026, serving through the 2027 Annual Meeting
- Standard non-employee director compensation, with no disclosed special selection arrangement
Item 5.07: Submission of Matters to a Vote of Security Holders
- All 9 director nominees elected, with votes for ranging from 26,123,553 to 28,206,391
- Executive compensation advisory proposal approved with 27,944,129 votes for versus 313,560 against
AI summaries of ANDE 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for ANDE
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- Fund moves. Which tracked funds opened, added or cut ANDE, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Ayuk Emmanuel N | A | Oct 2, 2026 | 63.183 | - |
| Ayuk Emmanuel N | F | Oct 2, 2026 | 1,212 | $65.70 |
| Ayuk Emmanuel N | M | Oct 2, 2026 | 4,172 | - |
| Ayuk Emmanuel N | M | Oct 2, 2026 | 4,172 | - |
| Zibbel Sarah | M | Sep 2, 2026 | 1,944 | - |
| Zibbel Sarah | F | Sep 2, 2026 | 602 | $64.87 |
| Zibbel Sarah | M | Sep 2, 2026 | 1,944 | - |
| Zibbel Sarah | A | Sep 1, 2026 | 69.675 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $3.2B | $1.4B | $1.5B |
| Gross Profit | $745.4M | $693.9M | $713.7M |
| Net Income | - | $114.0M | $95.7M |
| Gross Margin | 23.3% | 49.4% | 46.6% |
| Net Margin | - | 8.1% | 6.3% |
| Balance Sheet | |||
| Total Assets | $3.9B | $4.1B | $3.7B |
| Equity | - | $1.4B | $1.2B |
| ROE | - | 8.3% | 7.7% |
| Per Share | |||
| EPS | $2.94 | $3.32 | - |
| Cash Flow | |||
| Operating CF | - | $331.5M | $177.0M |
| CapEx | $150.4M | $149.2M | $233.1M |
Source: XBRL data in Andersons, Inc. (ANDE)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate ANDE share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 31 | $1.31B |
| Q1 2026 | 30 | $1.29B |
| Q4 2025 | 28 | $915.0M |
| Q3 2025 | 27 | $733.9M |
| Q2 2025 | 28 | $644.8M |
| Q1 2025 | 26 | $525.0M |
| Q4 2024 | 22 | $450.6M |
| Q3 2024 | 17 | $336.4M |
- BlackRock+674.7K (+12%)
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- Two Sigma Investments−25.7K (-14%)
- D.E. Shaw & Co−24.4K (-26%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 209 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
ANDE filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Aug 26, 2026 | - | - | - |
| 4 | Aug 5, 2026 | - | - | - |
| 10-Q | Aug 4, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 3, 2026 | - | Analysis | - |
| SC 13G | Jul 31, 2026 | - | - | |
| 4 | Jul 27, 2026 | - | - | - |
| 4 | Jul 27, 2026 | - | - | - |
| 4 | Jul 27, 2026 | - | - | - |
| 4 | Jun 25, 2026 | - | - | - |
| 8-K | Jun 18, 2026 | - | Analysis | - |
| 4 | Jun 5, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 4 | May 8, 2026 | - | - | |
| 8-K | May 7, 2026 | - | Analysis | |
| 10-Q | May 6, 2026 | Mar 31, 2026 | Analysis | |
| 4 | May 6, 2026 | - | - |
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ANDE SEC filings: frequently asked questions
Are ANDE insiders buying or selling?
In the last 90 days, Andersons, Inc. (ANDE) officers, directors and 10% owners reported no open-market purchases and 1 open-market sale worth $284,593 by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold ANDE stock?
As of June 30, 2026, the largest Andersons, Inc. (ANDE) holders among the 13F filers tracked by SignalX were BlackRock ($427.7 million), Vanguard Portfolio Management LLC ($167.4 million), Dimensional Fund Advisors ($161.1 million), Invesco Ltd ($112.1 million), State Street Corp ($99.4 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was ANDE's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Andersons, Inc. (ANDE) reported revenue of $1.5 billion (up 9.1% from FY2024) and net income of $95.7 million. The figures come from the XBRL data in the 10-K.
What are the main risks in ANDE's latest 10-K?
In the 10-K filed February 18, 2026, Andersons, Inc. (ANDE) flagged: Regulatory risk: Uncertainty around eligibility and monetization of Section 45Z Tax Credits requires IRS registration by Jan 1, 2025, affecting ethanol segment profitability. Geopolitical risk: Exposure to international trade disputes and tariffs causing commodity price volatility and disrupted trade flows, notably under current U.S. administration trade policies. (AI summary of the Risk Factors section.)
What did ANDE report in its latest 8-K?
Andersons, Inc. (ANDE) filed an 8-K on August 3, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Second-quarter 2026 earnings announcement, covering Andersons’ fiscal Q2 2026 results.
What are the latest ANDE SEC filings?
Andersons, Inc. (ANDE) filed its latest 10-K annual report on February 18, 2026, a 10-Q quarterly report on August 4, 2026, an 8-K current report on August 3, 2026 and a Form 4 insider filing on October 5, 2026.
What is ANDE's SEC CIK number?
Andersons, Inc. (ANDE)'s SEC Central Index Key (CIK) is 821026. EDGAR lists every ANDE filing under that number.
Ask anything about ANDE
The research agent reads ANDE's filings, financials, insider trades and 13F holders, then answers with sources.