Darling Ingredients Inc (DAR)

In the past six months, Darling Ingredients' stock has experienced a notable increase. Key events impacting the stock price include a significant financial turnaround reported in the Q1 2026 earnings report, improved margins and DGD performance, a constructive operating environment, and strong analyst sentiment. Insider selling has also occurred in the past three months.

The demand seasonality for Darling Ingredients' products and services is influenced by factors related to the agricultural and food industries, as well as energy markets. Raw material availability, commodity price swings, the renewable fuels market, and demand for collagen and gelatin all play a role. Management expected 2025 to be stronger than 2024.

Darling Ingredients Inc. is a global developer and producer of sustainable natural ingredients derived from edible and inedible bio-nutrients, founded in 1882. The company operates in three main segments: Feed Ingredients, which processes animal by-products and used cooking oil; Food Ingredients, which processes beef and pork into products like collagen and gelatin; and Fuel Ingredients, which converts fats into renewable fuels through its Diamond Green Diesel joint venture.

Darling Ingredients has a significant global presence, operating in over 15 countries across five continents, with the majority of its revenue derived from North America. Its Feed Ingredients segment has global activities in North America, Europe, and South America, and the Food Ingredients segment also operates globally.

Darling Ingredients generally maintains a positive brand reputation, centered on its commitment to sustainability and its role in the circular economy. The company is recognized for its sustainability initiatives, leadership in renewable fuels, and strong Q1 2026 performance.

Darling Ingredients' ownership structure is predominantly held by institutional investors, with institutional ownership reported to be around 90.04% as of early 2025. Major institutional owners include The Vanguard Group, Inc. and BlackRock, Inc. Individual insider ownership is relatively small.