326,400 Shares in Darling Ingredients Inc. $DAR Purchased by Jupiter Asset Management Ltd.
Jupiter Asset Management Ltd. initiated a new position in Darling Ingredients Inc. (NYSE:DAR) during the third quarter, acquiring 326,400 shares valued at approximately $10.08 million. Institutional investors now hold about 94.44% of the company's stock, with a "Moderate Buy" consensus and an average price target of $55.60 from Wall Street analysts. The company also reported strong quarterly earnings with $0.35 EPS and $1.71 billion in revenue.
Barings LLC Boosts Holdings in Darling Ingredients Inc. $DAR
Barings LLC significantly increased its stake in Darling Ingredients Inc. (NYSE:DAR) by 52.8% in the third quarter of the previous year, now owning 243,613 shares valued at approximately $7.52 million. The company's stock is trading near its one-year high with strong institutional ownership and a market capitalization of $8.16 billion. Analysts generally rate Darling Ingredients as a "Moderate Buy" with an average target price of $55.60.
Insider Sell: van der Velden Jan Sells 23,000 Shares of Darling Ingredients Inc (DAR)
van der Velden Jan, Executive Vice President of International Rendering and Specialties at Darling Ingredients Inc (DAR), sold 23,000 shares of the company on February 18, 2026. This transaction leaves him with 71,678 shares. Over the past year, there have been no insider buys and seven insider sells at Darling Ingredients Inc. The article also notes that Darling Ingredients Inc stock, trading at $51.23, is significantly overvalued with a price-to-GF-Value ratio of 1.32.
Bornite Capital Management LP Buys New Shares in Darling Ingredients Inc. $DAR
Bornite Capital Management LP has acquired a new position of 100,000 shares in Darling Ingredients Inc. (NYSE:DAR), valued at approximately $3.09 million, representing 0.06% of the company. Institutional ownership of Darling Ingredients stands at 94.44%. Analysts generally rate DAR as a "Moderate Buy," with an average target price of $55.60.
CenterBook Partners LP Raises Stock Position in Darling Ingredients Inc. $DAR
CenterBook Partners LP significantly increased its stake in Darling Ingredients Inc. (NYSE:DAR) by 98.4% in the third quarter, now owning 387,465 shares valued at nearly $12 million. This move is part of a broader trend of institutional investors like Goldman Sachs, UBS, and Vanguard boosting their positions in the company, which now has 94.44% institutional ownership. Analysts have a "Moderate Buy" consensus rating with an average target price of $55.60, as the company's stock trades around $50.91 with a P/E ratio of 130.5.
Darling Ingredients Inc. (NYSE:DAR) Q4 2025 earnings call transcript
This document is a transcript of Darling Ingredients Inc.'s (NYSE:DAR) Q4 2025 earnings call. It contains detailed discussions about the company's financial performance, operational achievements, and future outlook for the quarter and the entire fiscal year 2025.
5 Revealing Analyst Questions From Darling Ingredients’s Q4 Earnings Call
Darling Ingredients reported Q4 CY2025 results that exceeded Wall Street expectations for revenue and non-GAAP profit, driven by strong performance in the Feed Ingredients segment and improving Food business margins. The article focuses on five key analyst questions during the earnings call, primarily concerning Diamond Green Diesel margins, biofuels production recovery, regulatory impacts, and the strategic acquisition in Brazil. Upcoming catalysts include regulatory decisions on renewable fuel mandates, integration of Brazilian assets, and performance of premium health products.
5 Revealing Analyst Questions From Darling Ingredients's Q4 Earnings Call
Darling Ingredients reported strong Q4 results, surpassing Wall Street expectations in revenue and non-GAAP profit, driven by its Feed Ingredients segment and improving Food business margins. Analyst questions focused on future guidance for Diamond Green Diesel margins, biofuels production recovery, regulatory impacts, the Brazil rendering asset acquisition, and pricing mechanisms. Management addressed these points, emphasizing the importance of regulatory clarity and market conditions for future performance.
Darling Ingredients (DAR) Margin Squeeze Challenges Bullish Earnings Recovery Narratives
Darling Ingredients (DAR) reported a Q4 2025 revenue of US$1.7 billion and basic EPS of US$0.36, with a significant drop in net profit margin to 1% from 4.8% the previous year, raising concerns about the durability of its margin profile. Despite analyst expectations for margin improvement, current trends challenge bullish narratives, especially given the company's P/E of 126.7x against an industry average of 23.9x and weak interest coverage. The article suggests investors weigh these concerns against a modeled upside where the current price is significantly below the DCF fair value.
Darling Ingredients Inc. (NYSE:DAR) Q4 2025 earnings call transcript
This is the Q4 2025 earnings call transcript for Darling Ingredients Inc. (NYSE:DAR). It details the company's financial performance and operational highlights for the quarter ending December 31, 2025. Investors and stakeholders can review this transcript for insights into Darling Ingredients' business strategies and outlook.
Darling Ingredients Inc. (NYSE:DAR) Q4 2025 earnings call transcript
This document is an earnings call transcript for Darling Ingredients Inc. (NYSE:DAR) for their Q4 2025 financial results. It contains the detailed discussions and reports from the company's conference call with investors and analysts.
Does Darling Ingredients (DAR) Improving Margins Offset Pressure From Diamond Green Diesel Profitability?
Darling Ingredients (DAR) reported Q4 2025 revenue of US$1,709.8 million but saw net income drop to US$56.94 million for the quarter. Despite challenges in the Diamond Green Diesel joint venture, the company's adjusted EBITDA exceeded expectations with sequential gross margin improvement, supported by its core ingredients operations. This performance suggests that improving margins in its core business are helping to offset profitability pressures, buying time while investors await clearer regulatory signals for renewable fuels.
MidWestOne Financial Group Inc. Boosts Holdings in Darling Ingredients Inc. $DAR
MidWestOne Financial Group Inc. significantly increased its stake in Darling Ingredients Inc. (NYSE:DAR) by 94.3% in the third quarter, now owning 96,182 shares valued at approximately $2.97 million. Institutional investors collectively hold about 94.44% of the company's stock. Analysts generally have a "Moderate Buy" rating for Darling Ingredients, with an average price target of $55.00, following recent price target raises from several firms.
Does Darling Ingredients (DAR) Improving Margins Offset Pressure From Diamond Green Diesel Profitability?
Darling Ingredients Inc. reported mixed fourth-quarter 2025 results, with revenue up but net income down. Despite these figures, the company's adjusted EBITDA exceeded expectations due to improved sequential gross margin in its core ingredients operations, helping to offset weaker profitability from the Diamond Green Diesel joint venture. The article suggests that while these improvements buy the company some time, regulatory uncertainty regarding renewable fuel policy remains a key risk for its longer-term investment narrative.
Darling Ingredients Inc (DAR) Shares Up 3.57% on Feb 13
Darling Ingredients Inc (DAR) experienced a 3.57% surge in its shares on February 13, closing at $52.11. Despite this rise, the stock is 1.46% below its 52-week high and shows a significant upside from its 52-week low. Wall Street analysts maintain an average "Buy" rating with a target price of $53.40, while GuruFocus estimates a potential downside based on its GF Value.
Piper Sandler Raises Price Target for Darling Ingredients (DAR) to $65 | DAR Stock News
Piper Sandler has reiterated its "Overweight" rating for Darling Ingredients (DAR) and significantly raised its price target from $49 to $65, an increase of 32.65%. This update follows several other firms that have also adjusted their ratings and price targets for DAR. The average one-year price target from 14 analysts is $53.40, implying a 3.41% upside from the current price, while GuruFocus estimates a GF Value of $40.84, suggesting a potential downside.
Darling Ingredients Inc. (NYSE:DAR) Q4 2025 Earnings Call Transcript
Darling Ingredients Inc. (NYSE:DAR) reported strong Q4 and fiscal year 2025 results, with EBITDA growth and sequential gross margin improvement, despite challenges in the renewables policy and global trade. The company's combined adjusted EBITDA for Q4 was $336.1 million, driven by strong performance in its global ingredients business and the Diamond Green Diesel (DGD) segment. Darling Ingredients also announced a strategic acquisition of three rendering facilities in Brazil and discussed its optimistic outlook for 2026, anticipating improved margins and a positive impact from evolving public policies in renewable fuels.
Darling Ingredients' Q4 Earnings and Sales Surpass Estimates
Darling Ingredients (DAR) reported strong Q4 2025 results, exceeding Zacks Consensus Estimates for both earnings and sales. The company achieved quarterly earnings of 64 cents per share and net sales of $1.71 billion, driven by robust performance in its Feed and Food segments and significant margin expansion. While the Feed segment expects a modest dip in Q1 2026 due to fat prices, the Fuel segment anticipates stable activity, and the Food segment maintains a positive outlook for the year.
Is the options market predicting a spike in Darling Ingredients stock?
This article analyzes whether the options market is indicating a potential surge in Darling Ingredients (DAR) stock. It would discuss options activity and how it might forecast future stock price movements for DAR.
Darling Ingredients stock hits 52-week high at $48.97 By Investing.com
Darling Ingredients Inc. (DAR) reached a 52-week high of $48.97, reflecting strong investor confidence and a 21.34% stock appreciation over the past year. The company's stock has seen significant returns driven by its operational strategies, recent tax credit sales, and a new joint venture for collagen and gelatin businesses. Analysts maintain positive outlooks, with upgrades and increased price targets, anticipating continued growth in sustainable ingredients.
Darling Ingredients (DAR) Q4 Earnings and Revenues Top Estimates
Darling Ingredients (DAR) reported Q4 earnings of $0.64 per share, surpassing the Zacks Consensus Estimate of $0.43 and exceeding the $0.63 from a year ago. The company also posted revenues of $1.71 billion, beating estimates by 11.44% and showing significant growth from the previous year's $1.42 billion. Despite a mixed trend in past EPS estimates, the stock's year-to-date performance is strong, and it currently holds a Zacks Rank #3 (Hold).
Darling Ingredients (DAR) Exceeds Q4 Revenue Expectations with $1.7 Billion
Darling Ingredients Inc. (DAR) reported Q4 revenue of $1.7 billion, exceeding expectations of $1.53 billion, driven by operational excellence despite declining fat prices. The company's strategic portfolio refinement positions it for future growth, anticipating positive impacts from upcoming EPA regulatory changes. While showing strong operational performance and a solid financial position, its valuation metrics suggest the stock may be overvalued, and investors should be aware of market volatility.
Darling Ingredients (NYSE:DAR) Delivers Impressive Q4 CY2025
Darling Ingredients (NYSE:DAR) reported strong Q4 CY2025 results, with revenue of $1.71 billion exceeding analyst expectations by 11.8% and GAAP EPS in line with estimates at $0.35. The company's adjusted EBITDA also significantly beat estimates, leading to a "solid print" despite a 3.1% dip in share price post-announcement. Darling Ingredients, which converts waste into valuable products, showed strong cash profitability with an 8.9% free cash flow margin over the last two years.
Darling: Q4 Earnings Snapshot
Darling Ingredients Inc. (DAR) reported strong fourth-quarter results, with earnings of $56.9 million, or 35 cents per share, exceeding Wall Street expectations. Adjusted earnings were 64 cents per share, surpassing analyst estimates of 43 cents per share. The company also beat revenue forecasts, posting $1.71 billion against an expected $1.53 billion.
Earnings Flash (DAR) Darling Ingredients Inc. Reports Q4 Revenue $1.71B, vs. FactSet Est of $1.53B
Darling Ingredients Inc. (DAR) reported Q4 revenue of $1.71 billion, surpassing FactSet's estimate of $1.53 billion. The company also provided Q1 adjusted EBITDA guidance for its core ingredients business, projecting $240 million to $250 million. This financial update follows recent news of an analyst upgrade and a definitive agreement to form a new company focused on collagen-based health products.
Darling Ingredients shares drop 3.7% despite beating Q4 estimates as net income down YoY
Darling Ingredients Inc. (NYSE:DAR) shares fell 3.7% despite beating Q4 revenue and adjusted EPS estimates, primarily due to concerns over significant restructuring charges and a year-over-year decline in net income.
Earnings Outlook For Darling Ingredients
Darling Ingredients (NYSE: DAR) is set to release its quarterly earnings report on Wednesday, February 11, 2026, with analysts forecasting an EPS of $0.39. The company's stock was trading at $48.4 as of February 9, having increased by 21.09% over the past 52 weeks. Analysts have a "Buy" consensus rating for Darling Ingredients, with an average one-year price target of $47.0, suggesting a potential 2.89% downside.
Darling Ingredients Earnings: What To Look For From DAR
Darling Ingredients (NYSE:DAR), a sustainable ingredients producer, is set to report its Q4 earnings on Wednesday after the bell. Analysts expect revenue to grow 7.9% year-on-year to $1.53 billion and adjusted earnings of $0.35 per share, despite the company having missed revenue estimates five times in the past two years. Recent performance of peers like Bunge Global and Archer-Daniels-Midland suggests a mixed outlook, but investor sentiment in the sector has been positive, with Darling Ingredients' shares up 22.8% over the last month.
State sues Bastrop animal rendering plant for continuing foul smells
The Texas Office of Attorney General has filed a lawsuit against Darling Ingredients, owner of a Bastrop animal rendering facility, due to persistent "death-like" odors causing hundreds of complaints. Residents report the smells interfere with daily life, sometimes up to 10 miles away. The lawsuit seeks temporary and permanent injunctions, civil penalties, and court-ordered relief to ensure compliance and install monitoring equipment.
AG Paxton sues Bastrop factory for alleged odor violations
Texas Attorney General Ken Paxton has filed a lawsuit against Darling Ingredients Inc.'s Bastrop facility, alleging it's emitting strong odors and excessive chemicals that violate state environmental laws. Residents have complained about smells resembling "dog food, cooked grease, burning feathers, boiling blood, and even death." Paxton's office is seeking a court order to halt the odors, ensure compliance with environmental standards, and implement real-time monitoring and corrective measures.
Is the Options Market Predicting a Spike in Darling Ingredients Stock?
The options market suggests a potential significant move for Darling Ingredients Inc. (DAR) stock, indicated by high implied volatility for its Feb 20, 2026 $27.50 Put option. While analysts currently rate DAR as a Zacks Rank #3 (Hold) with recent upward estimate revisions, the implied volatility could either signal an upcoming event or an opportunity for options traders to sell premium, expecting less movement than anticipated.
Darling Ingredients Inc. $DAR Shares Sold by Strs Ohio
Strs Ohio significantly reduced its stake in Darling Ingredients Inc. (NYSE:DAR) by 85.9% in the third quarter, while other institutional investors like GMO, Frontier Capital, and Marshall Wace materially increased their positions. The company recently missed Q3 earnings and revenue estimates, but Wall Street analysts generally maintain a "Moderate Buy" rating with an average target price of $48.88. Darling Ingredients operates in converting bio-nutrient streams into sustainable food, feed ingredients, renewable fuels, and specialty products.
Darling Ingredients Faces Earnings Squeeze As Recent Share Price Rebounds
Darling Ingredients (NYSE: DAR) has experienced declining revenue and weakening earnings per share over the past three years, despite a recent rebound in its stock price. This trend suggests operational and market pressures, leading investors to question how management will address these financial challenges and what they mean for the company's long-term direction. The company's future hinges on its ability to stabilize revenue and margins, manage costs, and balance traditional rendering operations with newer ventures like renewable diesel and specialty ingredients.
Darling Ingredients stock hits 52-week high at 47.27 USD
Darling Ingredients Inc. (DAR) stock has reached a new 52-week high of $47.27, representing a significant 29.92% increase over the past year. This strong performance is supported by recent gains of 7.69% in the last week and 45% over the past six months, reflecting robust investor confidence. Despite a high P/E ratio, analysis suggests the stock may still be undervalued, with upcoming earnings expected to further build on its success and strategic initiatives like tax credit sales and a new joint venture contributing to a positive outlook.
Darling Ingredients (NYSE:DAR) Raised to "Outperform" at Robert W. Baird
Robert W. Baird has upgraded Darling Ingredients (NYSE:DAR) from "hold" to "outperform," setting a $62 price target which suggests a 30.8% upside. This upgrade comes despite the company missing quarterly EPS estimates, reporting $0.35 against expectations of $0.39, although it met revenue forecasts at $1.40 billion. Institutional investors hold approximately 94% of Darling Ingredients' shares, and the consensus analyst rating remains a "Moderate Buy" with an average target price of $48.88.
Darling Ingredients stock hits 52-week high at 47.27 USD By Investing.com
Darling Ingredients Inc. (DAR) stock reached a 52-week high of $47.27, reflecting a significant 29.92% increase over the past year and a 45% surge in the last six months. This surge is supported by investor confidence, strategic moves like selling production tax credits and a joint venture with Tessenderlo Group, and positive analyst ratings from Baird and Jefferies. The company has upcoming earnings and is viewed as potentially undervalued despite a high P/E ratio.
Darling Ingredients stock hits 52-week high at 47.27 USD
Darling Ingredients Inc. (DAR) stock reached a new 52-week high of $47.27, representing a 29.92% increase over the past year. This surge is attributed to strong market performance, investor confidence, and strategic developments such as significant tax credit sales and a new joint venture for collagen and gelatin businesses. Analysts have upgraded the stock and raised price targets, anticipating continued growth.
Yacktman Asset Management LP Sells 92,189 Shares of Darling Ingredients Inc. $DAR
Yacktman Asset Management LP has reduced its stake in Darling Ingredients Inc. (NYSE:DAR) by 5.8%, selling 92,189 shares but still retaining 1,486,315 shares valued at approximately $45.9 million. Despite this sale, institutional investors hold a significant 94.44% of DAR's stock, with several other firms increasing their positions. The company, which opened at $45.65, is trading near its 52-week high, has a market cap of $7.22 billion, and analysts have a "Moderate Buy" rating with a $45.63 target price, despite a recent EPS miss.
Darling Ingredients Faces Valuation Shift Amid Declining Profitability and Market Underperformance
Darling Ingredients, Inc. has seen a valuation shift from fair to very expensive, marked by a P/E ratio of 29 despite challenges in profitability. The company reported a net profit of USD 19.92 million for the quarter ending June 2025 and an ROCE of 3.85%. This has led to consistent underperformance against market benchmarks over the past three years.
Darling Ingredients Inc. (NYSE:DAR) Given Average Recommendation of "Moderate Buy" by Brokerages
Darling Ingredients Inc. (NYSE:DAR) has received an average "Moderate Buy" recommendation from eleven analysts, with an average 12-month price target of $45.63. The company recently missed quarterly EPS estimates, reporting $0.35 against an expected $0.39, while revenues hit $1.40 billion. Institutional ownership is high at 94.44%, and several analysts have recently updated their ratings and price targets for DAR.
Darling Ingredients Inc. $DAR Shares Acquired by Universal Beteiligungs und Servicegesellschaft mbH
Universal Beteiligungs und Servicegesellschaft mbH significantly increased its stake in Darling Ingredients Inc. (NYSE:DAR) during the third quarter by 440.3%, acquiring an additional 48,186 shares and bringing its total holdings to 59,130 shares valued at approximately $1.825 million. Despite Darling Ingredients missing Q4 earnings estimates, analysts maintain a "Moderate Buy" rating with a consensus target price of $45.63. Institutional investors own a substantial 94.44% of the company's stock, which currently trades near $45.65.
Darling's renewable diesel JV makes $55M in Q4, loses $68M in 2025
Darling Ingredients Inc. announced that its Diamond Green Diesel (DGD) joint venture reported a net income of $55 million for the fourth quarter of 2025 but a net loss of $68 million for the full fiscal year 2025. Darling's share of DGD Adjusted EBITDA was $58 million for Q4 and $104 million for the full year 2025. The company expects to release its full fourth quarter and fiscal year 2025 financial results and expanded commentary on February 11, 2026.
Darling Ingredients Reports Q4 and FY 2025 Earnings Overview
Darling Ingredients' joint venture, Diamond Green Diesel (DGD), reported $92 million in operating income and $55 million in net income for Q4 2025, despite an inventory adjustment, shipping 285.3 million gallons of renewable fuels. For the full FY 2025, DGD recorded a net loss of $68 million but total sales reached 1.003 billion gallons. The company plans to provide a more detailed earnings analysis and host a conference call on February 12, 2026, and analysts maintain a bullish outlook on DAR stock.
3 Reasons to Avoid DAR and 1 Stock to Buy Instead
This article analyzes Darling Ingredients (DAR), advising investors to avoid the stock despite its recent market outperformance. The author highlights three main concerns: declining revenue, low gross margins indicating weak structural profitability, and a down-trending EPS. Instead, the article suggests exploring other high-quality growth stocks for better investment opportunities.
Earnings Preview: Darling Ingredients (DAR) Q4 Earnings Expected to Decline
Darling Ingredients (DAR) is projected to report a year-over-year decline in Q4 earnings, despite an expected increase in revenues. The consensus EPS estimate is $0.40, down 36.5%, on revenues of $1.54 billion, up 8.4%. The company's Earnings ESP is negative (-26.58%) and it holds a Zacks Rank #4, making an earnings beat difficult to predict.
Darling Ingredients (DAR) Projected to Post Quarterly Earnings on Thursday
Darling Ingredients (NYSE:DAR) is expected to release its Q4 2025 earnings before market open on Thursday, February 5th, with analysts projecting earnings of $0.39 per share. The company's shares opened at $44.08, and institutional investors and hedge funds own approximately 94.44% of the stock. Wall Street analysts maintain a "Moderate Buy" consensus rating with an average target price of $45.63, following recent upgrades from firms like JPMorgan and Jefferies.
Darling Ingredients Issues Statement on Fourth Quarter and Fiscal Year 2025 Earnings; Announces Timing of Earnings Release and Conference Call
Darling Ingredients Inc. (NYSE: DAR) announced its fourth quarter and fiscal year 2025 earnings, including results from its Diamond Green Diesel (DGD) joint venture. The company reported DGD’s operating income and inventory adjustments for the period, noting sequential strengthening in both DGD and core ingredients business performance. Darling Ingredients will release full financial results on February 11, 2026, and host a conference call on February 12, 2026, to discuss the findings.
Darling Ingredients Inc. $DAR Shares Sold by Lightrock Netherlands B.V.
Lightrock Netherlands B.V. reduced its stake in Darling Ingredients Inc. (NYSE:DAR) by 10.3% in the third quarter, selling 30,000 shares. Despite this reduction, several other large institutions significantly increased or initiated positions in Darling Ingredients, leading to institutional ownership of 94.44%. The company reported revenue above estimates but missed EPS by $0.01, with analysts maintaining a "Moderate Buy" rating and a consensus price target of $45.63.
Darling Ingredients Reshapes Collagen Business And IT Backbone For Growth
Darling Ingredients (NYSE: DAR) is strategically repositioning its business by forming a global collagen and gelatin joint venture with Tessenderlo Group, taking an 85% stake to expand its customer base. Concurrently, the company is undertaking a major IT security and connectivity overhaul with Cato Networks to modernize its global infrastructure and reduce operational costs. These initiatives aim to enhance efficiency and scale within its core business of transforming animal byproducts into various ingredients.
Darling Ingredients stock hits 52-week high at 42.16 USD By Investing.com
Darling Ingredients Inc. (DAR) reached a 52-week high of $42.16, demonstrating strong investor confidence with a 1-year total return of 19.12% and a 15.1% return over the past six months. Despite trading at a high P/E ratio of 62, InvestingPro analysis suggests the stock may be undervalued, and the company maintains solid financial health with a current ratio of 1.49. Recent developments include a raised price target by Jefferies, significant production tax credit sales from its Diamond Green Diesel joint venture, and a new joint venture with Tessenderlo Group for collagen and gelatin businesses.
