Insider Trading March 12, 2026

ADM Senior Vice President Sells $3.42 Million in Stock as Shares Continue to Rise

Gregory A. Morris disposed of 50,000 shares at a weighted average of $68.48; company posts mixed Q4 2025 results and board appointment announced

By Marcus Reed ADM
ADM Senior Vice President Sells $3.42 Million in Stock as Shares Continue to Rise
ADM

Archer-Daniels-Midland Co. Senior Vice President Gregory A. Morris sold 50,000 shares of common stock on March 10, 2026, realizing $3.42 million at a weighted average price of $68.48. The sale comes amid recent corporate updates including Q4 2025 earnings that beat EPS expectations but missed revenue estimates, a raised price target from BMO Capital, and a new board appointment.

Key Points

  • Senior Vice President Gregory A. Morris sold 50,000 ADM shares on March 10, 2026, for $3.42 million at a weighted average price of $68.48; sale prices ranged from $68.160 to $68.635.
  • Following the sale, ADM shares have traded up to $72.89, noted as a 6.4% gain from the sale price; shares are up 55.75% over the past year and 24.13% year-to-date, trading near a 52-week high of $71.43.
  • Corporate developments include Q4 2025 adjusted EPS of $0.87 versus $0.80 expected, revenue of $18.56 billion versus $21.03 billion expected, a BMO Capital price-target increase to $63.00 with a Market Perform rating, and the appointment of Michael McMurray to the board.

Archer-Daniels-Midland Co. (NYSE: ADM) reported an insider sale in a March 10, 2026 Form 4 filing with the Securities and Exchange Commission showing that Senior Vice President Gregory A. Morris sold 50,000 shares of common stock.

The transaction was executed at a weighted average price of $68.48 per share, for a reported total value of approximately $3.42 million. According to the filing, the sale prices ranged between $68.160 and $68.635 per share.

Since the sale, the stock has moved higher to $72.89, which is noted as a 6.4% increase from Morris's weighted average sale price. Over a longer horizon, ADM shares have risen 55.75% in the past year and are up 24.13% year-to-date. The company is described as trading near a 52-week high of $71.43.

Following the disposition, Morris retains direct ownership of 300,122 shares of Archer-Daniels-Midland Co. The filing also reports indirect holdings of 730.038 shares through an employee benefit plan.

The company is characterized as a food products giant and, according to InvestingPro analysis cited in the filing, has raised its dividend for 51 consecutive years. That same analysis indicates the stock is trading near its fair value.


Recent corporate results and governance changes provide context to the insider transaction:

  • Archer-Daniels-Midland reported fourth-quarter 2025 adjusted earnings per share of $0.87, above a forecast of $0.80.
  • Despite the EPS beat, the company posted revenue of $18.56 billion, below the expected $21.03 billion.
  • BMO Capital adjusted its price target for ADM higher, to $63.00 from $57.00, while maintaining a Market Perform rating; the bank cited stronger-than-expected performance in ADM's AS&O segment and noted challenges in the Nutrition division.
  • ADM announced the appointment of Michael McMurray, formerly CFO of LyondellBasell, to its board of directors. McMurray will serve on the Audit and Sustainability and Technology committees.

The combination of an executive sale, recent quarterly results showing mixed signals, an external analyst price-target change, and a new board appointment illustrates a period of activity and adjustment for ADM. The insider transaction is one discrete event among these developments; the filing documents Morris's remaining direct and indirect holdings but does not provide commentary on his motives.


This report presents the transaction details and related company updates as disclosed in regulatory filings and analyst commentary referenced in the filings. No additional interpretation of motives or future performance is provided beyond the stated facts.

Risks

  • Revenue for Q4 2025 fell short of expectations, which could signal near-term headwinds for ADM's top-line performance - this impacts the food products and agricultural processing sectors.
  • Mixed segment performance - stronger results in the AS&O segment contrasted with challenges in the Nutrition division - introduces operational uncertainty across ADM's business lines.
  • Insider selling, while not an indicator of intent, is a liquidity event that market participants may interpret in various ways; the filing documents Morris's remaining direct and indirect holdings but does not state reasons for the sale.

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