Green Plains Inc. (GPRE)

In the past six months, Green Plains Inc.'s stock price has been impacted by several events. In the first quarter of 2025, the company reported a net loss of $72.9 million, or ($1.14) per diluted share. The company commenced construction on compression infrastructure for its carbon capture and storage initiative in Nebraska, aiming for a Q4 2025 startup. Green Plains also selected Eco-Energy, LLC as its ethanol marketer in April 2025. In October 2025, Green Plains announced the startup of a carbon capture system at its York ethanol facility. Analyst ratings for GPRE in this period have varied, with an average price target of $8.50 from 7 analysts. The stock experienced a 6.73% gain in the two weeks leading up to October 27, 2025, and Green Plains is expected to release earnings on October 30, 2025.

Demand for Green Plains Inc.'s primary product, ethanol, exhibits seasonality tied to the summer driving season. Ethanol demand typically increases from Memorial Day onwards as holiday travel boosts gasoline consumption. The approval of year-round sales for E15 has also contributed to increased demand. Historically, ethanol prices tend to be lower relative to gasoline in the spring and summer, and higher in the fall and winter.

Green Plains Inc. is a biorefining company producing low-carbon fuels and bio-based products, operating in the Materials sector, specifically within the Chemicals industry. Its core business segments include Ethanol Production and Agribusiness and Energy Services. The company's major products include ethanol, distiller grains, ultra-high protein ingredients, and renewable corn oil. Green Plains aims to transform renewable resources into essential ingredients, emphasizing environmental sustainability and community growth.

Green Plains Inc. operates primarily within the United States, with its headquarters in Omaha, Nebraska. The company owns and operates nine biorefineries across several states, including Indiana, Illinois, Iowa, Minnesota, and Nebraska. These facilities have a combined annual production capacity of nearly 1 billion gallons of biofuels, 290 million pounds of renewable corn oil, and 2.5 million tons of distillers grains and Ultra-High Protein. Green Plains also has direct export access through storage facilities in the Gulf Coast.

Green Plains Inc.'s brand reputation is positively influenced by its commitment to sustainability and innovation in the renewable fuels sector. The company's focus on reducing its carbon footprint through initiatives like carbon capture and storage (CCS) enhances its appeal to environmentally conscious investors. Green Plains is actively working towards carbon neutrality by 2050 and has highlighted progress in its sustainability reports. The startup of a carbon capture system at its York facility in October 2025 reinforces its dedication to low-carbon fuel narratives.

Green Plains Inc. has a diverse ownership structure, including institutional, individual, and retail investors. As of recent filings, the company has 384 institutional owners holding a total of 71,614,792 shares. Major institutional owners include BlackRock, Inc., Grantham, Mayo, Van Otterloo & Co. LLC, Ancora Advisors, LLC, Vanguard Group Inc, Charles Schwab Investment Management Inc, Broad Bay Capital Management, LP, and Dimensional Fund Advisors Lp. Significant individual and insider owners include Jim Barry, Michael J. Walsh, Greenstar North America Holdings Inc, Greenstar Investments LLC, and Mangrove Partners Master Fund Ltd. Jim Barry is noted as the largest individual shareholder, owning 12.57 million shares, representing 19.18% of the company.