Darling Ingredients Inc (DAR)

Darling Ingredients' stock experienced several notable events in the past six months. The Q3 2025 earnings report showed EPS missing estimates but revenue exceeding them, with challenges in the renewables business offset by strong performance in Feed Ingredients. The company sold production tax credits from its Diamond Green Diesel joint venture. Analyst ratings and price targets were adjusted by several research firms. The stock price hit a new 52-week high, but the company has experienced a sustained decline in revenue and profitability. A statement regarding its fourth quarter and fiscal year 2025 earnings was issued, with the financial results to be released on February 11, 2026.

Darling Ingredients' core ingredients business generally experiences "seasonally normal" performance in the third quarter. Global rendering volumes and margins in the Feed Ingredients segment were up, driven by strong demand for fats and proteins. The company anticipated its core ingredients business to improve in Q4 compared to Q3, and DGD volumes to be much stronger in Q4 compared to Q3.

Darling Ingredients Inc. is a global leader in converting bio-nutrient streams into sustainable products. Founded in 1882, the company operates in the Consumer Non-Cyclicals sector, focusing on the Food & Tobacco industry. Its operations are divided into Feed Ingredients, which includes fats, proteins, and meals for animal nutrition; Food Ingredients, producing sustainable ingredients for the food, pharmaceutical, and nutraceutical industries; and Fuel Ingredients, focusing on renewable fuels and bioenergy services.

Darling Ingredients Inc. has a significant global presence, operating on five continents and in over 15 countries. The company operates more than 260 facilities worldwide, transforming over 15 million metric tons of raw material annually. Its sales and trading departments are located in North America, Europe, Asia, and South America.

Darling Ingredients maintains a reputation as a leader in circularity and sustainability. The company has been actively promoting policies like the Renewable Fuel Standard (RFS) and the SAF Act. Darling Ingredients signed an agreement with Tessenderlo Group to combine their collagen and gelatin segments. The company's Nature Safe brand innovated organic fertilizer to prevent millions of pounds of organic waste from landfills.

Institutional investors and hedge funds own 94.44% of Darling Ingredients' stock. Major institutional owners include The Vanguard Group, Inc., BlackRock, Inc., and UBS Asset Management AG. Key individual owners include the company's Chairman and CEO, Randall C. Stuewe.