Insider Trading March 19, 2026

Andersons Director Reduces Stake with $175,750 Sale as Shares Trade Near Yearly High

John T. Stout Jr. disposed of 2,500 shares on March 17, 2026; company recent quarterly results showed mixed top- and bottom-line metrics

By Caleb Monroe ANDE
Andersons Director Reduces Stake with $175,750 Sale as Shares Trade Near Yearly High
ANDE

John T. Stout Jr., a director of The Andersons, Inc. (NASDAQ: ANDE), sold 2,500 shares of the company's common stock on March 17, 2026, at $70.30 per share, generating $175,750 in proceeds. The sale occurred while ANDE was trading close to its 52-week peak of $71.54 and after a roughly 62% share-price advance over the prior 12 months. The transaction was disclosed via an SEC Form 4, executed under a Limited Power of Attorney by Melissa Trippel. The director's remaining direct and indirect holdings are disclosed in the filing. Separately, The Andersons reported fourth-quarter 2025 adjusted earnings that beat analyst expectations, even as revenue lagged forecasts. Independent analyst coverage noted the company's operational strength and tax-credit benefits, maintaining a Buy rating and a $75 price target.

Key Points

  • Director John T. Stout Jr. sold 2,500 shares on March 17, 2026, at $70.30 per share, totaling $175,750.
  • Post-sale, Stout directly owns 23,440.5719 shares and indirectly owns 4,219 shares held in trust.
  • The Andersons reported Q4 2025 adjusted EPS of $2.04 (above $1.56 estimate) while revenue of $2.54 billion missed the $3.28 billion consensus; Benchmark kept a Buy rating and $75 target.

Transaction details

On March 17, 2026, director John T. Stout Jr. sold 2,500 shares of The Andersons, Inc. common stock at a price of $70.30 per share, producing total proceeds of $175,750. The sale was reported in a Form 4 filing with the Securities and Exchange Commission. The filing was signed on Stout's behalf by Melissa Trippel under a Limited Power of Attorney.

Shareholdings after the sale

Following the disposition, Stout directly holds 23,440.5719 shares of Andersons common stock. In addition, he indirectly owns 4,219 shares that are held in trust, as noted in the disclosure.

Market context

The director's sale took place while Andersons shares were trading near a 52-week high of $71.54. Over the previous 12 months the stock has gained approximately 62%.

Valuation note

InvestingPro analysis characterizes the roughly $2.3 billion company as appearing overvalued. That assessment is presented in the same context as the disclosed sale and may provide background for the decision to trim a direct stake. InvestingPro also offers Fair Value estimates and ProTips for ANDE as part of broader coverage across more than 1,400 U.S. equities.

Recent operational results

The Andersons posted fourth-quarter 2025 adjusted earnings of $2.04 per share, ahead of the analyst projection of $1.56 per share. Revenue for the quarter was $2.54 billion, below the consensus estimate of $3.28 billion. Management cited record production levels in the company's Renewables segment, which reported $54 million in pretax income driven by record ethanol production. The Agribusiness segment produced $46 million in pretax income amid a record corn harvest season.

Analyst stance

Benchmark reiterated its Buy rating on The Andersons and maintained a $75.00 price target, noting operational strengths and favorable tax credits as supporting factors. The firm pointed to the company's performance across its core segments when defending its view.


Key points

  • Director John T. Stout Jr. sold 2,500 shares on March 17, 2026, for $70.30 per share, totaling $175,750.
  • The transaction was disclosed in an SEC Form 4, executed by Melissa Trippel under a Limited Power of Attorney.
  • The Andersons reported Q4 2025 adjusted EPS of $2.04 versus a $1.56 consensus, while revenue of $2.54 billion missed the $3.28 billion estimate. Benchmark continues to rate the stock Buy with a $75 target.

Risks and uncertainties

  • Valuation concerns - InvestingPro classifies the roughly $2.3 billion company as appearing overvalued, which may influence investor sentiment in the market and the equities sector.
  • Top-line softness - The company reported revenue below consensus expectations in Q4 2025, introducing uncertainty for revenue-dependent assessments within agribusiness and renewables market segments.

Closing note

The director sale, the firm's mixed quarterly results and outside valuation commentary together form the documented developments investors may consider when assessing Andersons' near-term outlook. The SEC filing and the company's reported quarterly figures provide the primary factual record for those assessments.

Risks

  • InvestingPro analysis indicates the company may be overvalued, which could affect investor sentiment in the equities market.
  • Revenue for Q4 2025 missed consensus expectations, creating uncertainty for the agribusiness and renewables segments that depend on commodity and production volumes.

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