ADM at a glance
Archer Daniels Midland (ADM, SEC CIK 7084) filed its latest 10-K annual report on February 17, 2026, a 10-Q quarterly report on August 4, 2026, an 8-K current report on August 12, 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), Archer Daniels Midland (ADM) reported revenue of $25.0 billion (up 2.4% from FY2024) and net income of $1.1 billion. Diluted EPS was $2.23.
- As of June 30, 2026, 47 institutional investment managers tracked by SignalX reported holding Archer Daniels Midland (ADM) shares worth $14.5 billion in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $25.0B
- +2.4% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 47 funds
- $14.5B · +2 vs prior quarter
- Latest 8-K
- Aug 12, 2026
- Item 5.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model not described directly; filing references other documents for business details
- No new products, services, or segments introduced or emphasized in this filing
- No strategic shifts or competitive positioning changes disclosed within this section
- No quantitative metrics (employees, R&D, market share) provided in this excerpt
- Filing predominantly incorporates information by reference to 2026 proxy statement, unusual for 10-K business section
Risk Factors
- Regulatory risk: EU Deforestation Regulation postponement impacted sales volumes and margins in Crushing and Refined Products segments in 2025
- Geopolitical risk: Russia-Ukraine conflict escalations caused logistical issues and farmer retention problems in Black Sea business
- Operational risk: South America Origination faced slower farmer selling of corn amid logistical and weather challenges in 2025
- Competitive risk: EMEA Starches and Sweeteners segment pressured by higher corn costs and increased competition in 2025
- Financial risk: Recorded $372M impairments due to alternative protein investments and $283M restructuring charges in 2025
Management Discussion & Analysis
- Revenue and profitability data not provided in the disclosed MD&A excerpt
- Cash flow, capital allocation details not disclosed
- No forward-looking guidance or emerging risk commentary included
AI summary of the ADM 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
- Equity purchases 4,526 shares at average $74.91 during quarter
- Purchases comprised tax-withholding shares from vested restricted stock awards
- No publicly announced-program repurchases during quarter
- Remaining repurchase authorization 114,764,049 shares
AI summary of the ADM 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 5.02: Departure/Appointment of Directors or Principal Officers
- Director Lei Z. Schlitz’s resignation effective December 31, 2026 following a material change in principal employment
- Board requested Schlitz remain through year-end, preserving continuity during transition
Item EX-99.1: Item EX-99.1
- 2Q26 GAAP EPS $1.87 and adjusted EPS $1.84, with adjusted EPS up 98% year over year
- Total segment operating profit rose 75% to $1.45B, led by Ag Services and Oilseeds up 129% to $867M
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results announced August 4, 2026
- Press release Exhibit 99.1 contains financial results and management commentary
Item 7.01: Regulation FD Disclosure
- July 20, 2026 press release announced Mr. Rowe’s appointment
- Leadership appointment disclosed under Regulation FD, with details in Exhibit 99.1
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Jeffrey Rowe appointed EVP and COO effective August 17, 2026, bringing CEO experience from Syngenta Group
- Initial annual salary $1,200,000 with 175% target annual cash incentive
Item EX-99.1: Item EX-99.1
- Jeff Rowe appointed EVP and COO effective August 17, 2026, creating a new senior operating role
- Oversight spans commercial businesses, global manufacturing and R&D, directly supporting ADM’s growth strategy
AI summaries of ADM 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for ADM
Don't miss the next ADM filing
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- Fund moves. Which tracked funds opened, added or cut ADM, 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 |
|---|---|---|---|---|
| de Brabander Ellen | A | Oct 1, 2026 | 721.591 | - |
| Sandler Debra A. | A | Oct 1, 2026 | 800.025 | - |
| CREWS TERRELL K | A | Oct 1, 2026 | 878.459 | - |
| WESTBROOK KELVIN R | A | Oct 1, 2026 | 721.591 | - |
| MOORE PATRICK J | A | Oct 1, 2026 | 721.591 | - |
| McMurray Michael C. | A | Oct 1, 2026 | 721.591 | - |
| Schlitz Lei Zhang | A | Oct 1, 2026 | 721.591 | - |
| McAtee David R II | A | Oct 1, 2026 | 721.591 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $24.4B | $25.0B |
| Gross Profit | $7.5B | $5.8B | $5.0B |
| Net Income | - | $1.8B | $1.1B |
| Gross Margin | - | 23.7% | 20.2% |
| Net Margin | - | 7.4% | 4.3% |
| Balance Sheet | |||
| Total Assets | $54.6B | $53.3B | $52.4B |
| Equity | - | $22.2B | $22.7B |
| ROE | - | 8.1% | 4.7% |
| Per Share | |||
| EPS | $6.43 | $3.65 | $2.23 |
| Cash Flow | |||
| Operating CF | - | $2.8B | $5.5B |
| CapEx | $1.5B | $1.6B | $1.2B |
Source: XBRL data in Archer Daniels Midland (ADM)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate ADM share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 47 | $14.52B |
| Q1 2026 | 45 | $13.60B |
| Q4 2025 | 41 | $10.82B |
| Q3 2025 | 43 | $11.47B |
| Q2 2025 | 42 | $10.11B |
| Q1 2025 | 41 | $6.92B |
| Q4 2024 | 36 | $6.91B |
| Q3 2024 | 33 | $4.14B |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 328 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
ADM filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
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| 4 | Sep 11, 2026 | - | - | - |
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| 4 | Sep 11, 2026 | - | - | - |
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| 4 | Sep 11, 2026 | - | - | - |
| 4 | Sep 11, 2026 | - | - | - |
| 4 | Sep 11, 2026 | - | - | - |
| 4 | Sep 10, 2026 | - | - | - |
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ADM SEC filings: frequently asked questions
Which institutions hold ADM stock?
As of June 30, 2026, the largest Archer Daniels Midland (ADM) holders among the 13F filers tracked by SignalX were BlackRock ($3.4 billion), State Street Corp ($2.6 billion), Vanguard Capital Management LLC ($2.4 billion), Vanguard Portfolio Management LLC ($2.1 billion), Northern Trust ($875.1 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was ADM's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Archer Daniels Midland (ADM) reported revenue of $25.0 billion (up 2.4% from FY2024) and net income of $1.1 billion. Diluted EPS was $2.23. The figures come from the XBRL data in the 10-K.
What are the main risks in ADM's latest 10-K?
In the 10-K filed February 17, 2026, Archer Daniels Midland (ADM) flagged: Regulatory risk: EU Deforestation Regulation postponement impacted sales volumes and margins in Crushing and Refined Products segments in 2025. Geopolitical risk: Russia-Ukraine conflict escalations caused logistical issues and farmer retention problems in Black Sea business. (AI summary of the Risk Factors section.)
What did ADM report in its latest 8-K?
Archer Daniels Midland (ADM) filed an 8-K on August 12, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers). Director Lei Z. Schlitz’s resignation effective December 31, 2026 following a material change in principal employment.
What are the latest ADM SEC filings?
Archer Daniels Midland (ADM) filed its latest 10-K annual report on February 17, 2026, a 10-Q quarterly report on August 4, 2026, an 8-K current report on August 12, 2026 and a Form 4 insider filing on October 5, 2026.
What is ADM's SEC CIK number?
Archer Daniels Midland (ADM)'s SEC Central Index Key (CIK) is 7084. EDGAR lists every ADM filing under that number.
Ask anything about ADM
The research agent reads ADM's filings, financials, insider trades and 13F holders, then answers with sources.