Darling Ingredients Inc (DAR)

Over the past six months, Darling Ingredients' stock price has seen significant movement, gaining 10.77% in the last four weeks and rising by 92.19% over the last 12 months. On March 30, 2026, DAR shares surged 3.78%, reaching an intraday high of $62.38, also a new 52-week high. Several analyst upgrades and price target increases have occurred, with a consensus of "Moderate Buy" and an average target price of $57.90. Darling Ingredients reported net income of $56.9 million for Q4 2025 and announced the sale of approximately $50 million in production tax credits from Diamond Green Diesel. In December 2025, Darling Ingredients signed an agreement with Tessenderlo Group to combine their collagen and gelatin segments.

Demand seasonality for Darling Ingredients' products and services is influenced by commodity cycles and the performance of its different segments. Feed Ingredients are driven by raw material volume, finished product yields, and commodity price spreads. Food Ingredients are influenced by trends in the food, pharmaceutical, and nutraceutical industries. Fuel Ingredients are influenced by biofuel demand, regulatory landscapes, and government policies. The diversified revenue streams across its segments provide resilience, but commodity price fluctuations remain a key factor affecting margins.

Darling Ingredients Inc. is a global developer and producer of sustainable natural ingredients derived from edible and inedible bio-nutrients, operating within the Consumer Staples sector. The company repurposes waste streams from the animal agriculture and food industries into valuable products. Its operations are divided into three main segments: Feed Ingredients, which involves processing animal by-products into non-food grade oils, protein meals, and fertilizers; Food Ingredients, which focuses on producing ingredients for human consumption like collagen and gelatin; and Fuel Ingredients, through its joint venture Diamond Green Diesel (DGD), which produces renewable diesel and sustainable aviation fuel (SAF).

Darling Ingredients operates globally with over 260 facilities in more than 15 countries across five continents, collecting approximately 15% of the world's animal agricultural by-products. Its operations span North America, Europe, China, and South America, with the United States accounting for 59% of its revenue exposure and Europe for 27%.

Darling Ingredients has a strong brand reputation rooted in its commitment to sustainability and its role in the circular economy, providing natural ingredients to global markets for over 140 years. The company repurposes and recycles materials from the animal agriculture and food industries, transforming them into valuable ingredients and renewable energy. Its Nature Safe brand innovates organic fertilizer, and its Diamond Green Diesel joint venture is a pioneer in the North American renewable diesel market. No significant negative events impacting Darling Ingredients' brand reputation in the past year were found.

Darling Ingredients Inc. has a complex ownership structure predominantly held by institutional investors, who collectively own approximately 88.41% to 96.75% of the shares. Major institutional owners include The Vanguard Group, Inc., BlackRock, Inc., and Dimensional Fund Advisors LP. Individual ownership is relatively small, with insiders owning approximately 1.35% of the stock.