Insider Trading March 17, 2026

Andersons Director Disposes $1.06M in Stock as Shares Hover Near 52-Week High

Patrick E. Bowe sells 15,000 shares; company posts strong Q4 earnings offset by revenue shortfall

By Jordan Park ANDE
Andersons Director Disposes $1.06M in Stock as Shares Hover Near 52-Week High
ANDE

Director Patrick E. Bowe sold 15,000 shares of Andersons, Inc. on March 16, 2026, in a transaction valued at $1,056,150. The sale occurred with the stock trading near its 52-week high and after a period of significant share-price appreciation. The company also reported fourth-quarter results showing higher-than-expected adjusted EPS but revenue below consensus, with Renewables and Agribusiness segments driving record pretax income.

Key Points

  • Director Patrick E. Bowe sold 15,000 shares on March 16, 2026, for $70.41 per share, totaling $1,056,150.
  • Andersons reported Q4 adjusted EPS of $2.04, beating the $1.56 analyst estimate, while revenue missed at $2.54 billion versus a $3.28 billion consensus.
  • Renewables and Agribusiness segments delivered record pretax incomes of $54 million and $46 million respectively, helping drive a record adjusted net income of $70 million; Benchmark maintains a Buy rating with a $75 price target.

Patrick E. Bowe, a director of Andersons, Inc. (NASDAQ: ANDE), completed a sale of 15,000 common shares on March 16, 2026, at a per-share price of $70.41. The transaction had a total value of $1,056,150 and took place while the stock was trading close to its 52-week high of $71.54; at the time of reporting the share price stood at $69.97.

Following the disposition, Bowe's direct ownership in Andersons, Inc. is recorded as 159,874.6324 shares. The sale was formally reported in a Form 4 filing with the Securities and Exchange Commission, which was signed on Bowe's behalf by Melissa Trippel under a limited power of attorney.

Market performance for the shares has been strong in recent periods. According to InvestingPro data, Andersons' stock has risen 79% over the past six months and 64% over the past year. InvestingPro's current Fair Value analysis classifies the company as overvalued relative to that metric.


These insider activity details arrive amid the company's recently released fourth-quarter financial results, which present a mixed but overall favorable operational picture. Andersons reported adjusted earnings of $2.04 per share for the quarter, exceeding the analyst consensus of $1.56 per share. Revenue for the period was $2.54 billion, however, which trailed the consensus estimate of $3.28 billion.

On profitability, Andersons posted a record adjusted net income of $70 million. The company's Renewables division generated $54 million in pretax income, a performance attributed in the filing to record ethanol production. The Agribusiness segment contributed $46 million in pretax income, supported by a record corn harvest season.

Equity research coverage reflected confidence in the company's trajectory. Benchmark has maintained a Buy rating on Andersons and kept its price target at $75.00 per share, citing operational tailwinds and 45Z tax credits as contributors to the strong quarterly results.

For investors and analysts seeking additional context, InvestingPro notes that it provides access to 11 additional ProTips and comprehensive Pro Research Reports covering over 1,400 U.S. equities, which may include further valuation and performance analysis for ANDE.


The combination of an insider sale at a price close to the stock's yearly high, substantial recent price appreciation, and a quarterly report that mixes upside on earnings with a revenue shortfall presents multiple datapoints for shareholders and market observers to weigh. The Form 4 disclosure and the company's financial releases together provide the confirmed details underlying the transaction and recent operating results.

Risks

  • Revenue for the fourth quarter came in below consensus estimates, reflecting top-line risk that could affect market sentiment - impacting industrial agribusiness and renewable fuels sectors.
  • InvestingPro's Fair Value analysis currently flags the company as overvalued, indicating valuation risk amid recent share-price gains - relevant to equity investors and market participants.
  • An insider sale executed near the 52-week high may prompt investor scrutiny over timing of share disposals; this affects shareholder perception across the broader markets.

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