Key Points
- Director Patrick Bowe sold 16,466 shares on May 5 at an average price of $80.76 under a Rule 10b5‑1 plan, reducing his stake by 17.36% in a roughly $1.33 million transaction.
- Andersons reported strong Q1 results, with adjusted net income of $38M and adjusted EPS of $1.12 beating estimates, driven by record Renewables output and merchandising gains.
- Despite the beat, the company faces liquidity and cash‑flow pressure (cash down ~67% YoY, negative operating cash flow) and is planning roughly $225M of 2026 capex, increasing financing and execution risk as investment ramps.
The Andersons, Inc. (NASDAQ:ANDE - Get Free Report) Director Patrick Bowe sold 16,466 shares of the stock in a transaction dated Tuesday, May 5th. The shares were sold at an average price of $80.76, for a total transaction of $1,329,794.16. Following the completion of the sale, the director owned 78,409 shares of the company's stock, valued at approximately $6,332,310.84. This trade represents a 17.36% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.
Andersons Price Performance
ANDE opened at $68.23 on Thursday. The company has a market capitalization of $2.32 billion, a price-to-earnings ratio of 18.15 and a beta of 0.69. The company has a quick ratio of 0.60, a current ratio of 1.41 and a debt-to-equity ratio of 0.43. The firm has a 50-day moving average price of $71.14 and a 200-day moving average price of $60.64. The Andersons, Inc. has a twelve month low of $31.03 and a twelve month high of $82.11.
Andersons (NASDAQ:ANDE - Get Free Report) last announced its quarterly earnings data on Tuesday, May 5th. The basic materials company reported $1.12 earnings per share for the quarter, topping analysts' consensus estimates of $0.70 by $0.42. The firm had revenue of $2.63 billion during the quarter, compared to analyst estimates of $2.71 billion. Andersons had a net margin of 1.17% and a return on equity of 10.55%. The business's quarterly revenue was down 1.2% on a year-over-year basis. During the same period in the previous year, the business posted $0.12 EPS.
Andersons Announces Dividend
The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, April 22nd. Stockholders of record on Wednesday, April 1st were issued a $0.20 dividend. This represents a $0.80 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date was Wednesday, April 1st. Andersons's payout ratio is presently 21.28%.
Key Stories Impacting Andersons
Here are the key news stories impacting Andersons this week:
- Positive Sentiment: Record Q1 performance — Adjusted results showed strength (adjusted net income $38M, adjusted EPS $1.12; adjusted EBITDA $91M) with Renewables delivering strong pretax income and production that drove the quarter. This supports upside to profitability expectations. PR Newswire: The Andersons Reports First Quarter Results
- Positive Sentiment: Renewables momentum — Industry coverage highlights record first‑quarter output and merchandising gains in the Renewables segment, a key profit driver for the company. World-Grain: Renewables Drive Record Q1
- Neutral Sentiment: Long‑term target and capex guidance — Management reaffirmed a $7 EPS target by end of 2028 while guiding to roughly $225M of 2026 capital expenditures; the target is constructive for upside, but the near‑term capex commitment increases cash needs. MSN: Reaffirms $7 EPS target, $225M capex
- Neutral Sentiment: Earnings call transcript available — For investors wanting detail on segment trends, hedging, and margin drivers, the full Q1 transcript outlines management’s assumptions and outlook. Seeking Alpha: Q1 2026 Earnings Call Transcript
- Negative Sentiment: Insider selling — Director Patrick E. Bowe executed a Rule 10b5‑1 sale of 16,466 shares on May 5 (partial follow‑on to earlier sales), materially reducing his stake; the string of insider sales across executives may weigh on investor sentiment. SEC Form 4: Bowe Sale
- Negative Sentiment: Liquidity and cash‑flow pressure — Third‑party summaries flag weaker liquidity (cash down ~67% YoY to ~$72M), negative operating cash flow (large drawdowns) and higher total liabilities, which increase financing and execution risk as capex ramps. QuiverQuant: Q1 Financials & Cash Metrics
Wall Street Analysts Forecast Growth
A number of brokerages have recently weighed in on ANDE. BMO Capital Markets boosted their price objective on shares of Andersons from $65.00 to $75.00 and gave the stock an "outperform" rating in a report on Thursday, February 19th. Benchmark reiterated a "buy" rating on shares of Andersons in a report on Wednesday, February 18th. Weiss Ratings reiterated a "hold (c)" rating on shares of Andersons in a report on Monday, April 20th. Finally, Wall Street Zen lowered shares of Andersons from a "buy" rating to a "hold" rating in a report on Saturday, March 14th. Three investment analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company's stock. According to data from MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus target price of $68.33.
View Our Latest Research Report on Andersons
Institutional Investors Weigh In On Andersons
Hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Uniplan Investment Counsel Inc. bought a new stake in Andersons during the 4th quarter valued at $25,000. Wealth Enhancement Advisory Services LLC purchased a new position in Andersons during the 3rd quarter valued at $30,000. Optima Capital LLC purchased a new position in Andersons during the 4th quarter valued at $32,000. Larson Financial Group LLC increased its position in Andersons by 33,600.0% during the 3rd quarter. Larson Financial Group LLC now owns 1,011 shares of the basic materials company's stock valued at $40,000 after purchasing an additional 1,008 shares during the period. Finally, Nomura Asset Management Co. Ltd. increased its position in Andersons by 95.2% during the 4th quarter. Nomura Asset Management Co. Ltd. now owns 820 shares of the basic materials company's stock valued at $44,000 after purchasing an additional 400 shares during the period. 87.06% of the stock is currently owned by institutional investors.
Andersons Company Profile
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Get Free Report)
The Andersons, Inc operates as a diversified agriculture company offering a broad range of products and services to farmers, retailers and industrial customers. Through its Grain Group, the company purchases, stores, merchandises and transports corn, soybeans and other commodities, while its Renewables Group produces ethanol and distillers grains at multiple plants in the U.S. The Rail Group provides locomotive leasing, railcar repair and related maintenance services, and the Horticulture Group supplies turf, specialty and horticultural products to landscaping professionals and consumer lawn and garden retailers.
Founded in 1947 and headquartered in Maumee, Ohio, The Andersons has grown from a regional grain elevator operator into an integrated agribusiness platform.
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