Fideuram Intesa Sanpaolo Private Banking S.P.A. Acquires New Position in Darling Ingredients Inc. $DAR
Fideuram Intesa Sanpaolo Private Banking S.P.A. has acquired a new stake in Darling Ingredients Inc. (NYSE:DAR), purchasing 492,458 shares valued at approximately $17.7 million. This makes them owners of 0.31% of the company's stock. Wall Street analysts maintain a bullish outlook on Darling Ingredients, with an average "Buy" rating and a target price of $69.00, following strong quarterly results that exceeded EPS expectations.
Handelsbanken Fonder AB Has $35.94 Million Stake in Darling Ingredients Inc. $DAR
Handelsbanken Fonder AB significantly increased its stake in Darling Ingredients Inc. by 68.9% in Q4, now owning 998,223 shares valued at approximately $35.9 million. Institutional investors and hedge funds combined now hold 94.44% of Darling Ingredients' stock. Despite recent insider sales by the CEO and CAO, the company reported stronger-than-expected Q1 EPS and a 12.3% revenue increase year-over-year.
Darling Ingredients Inc (DAR) Stock Down 3.5% but Still Overvalued -- GF Score: 74/100
Darling Ingredients Inc (DAR) shares fell 3.5% on May 19, 2026, though the stock has seen a 66.5% year-to-date increase. The company is considered 47.0% overvalued based on its GF Value™ of $40.79 compared to its current price of $59.95. Despite a GF Score™ of 74/100 indicating above-average quality, concerns remain due to its high valuation and insider selling.
DNB Asset Management AS Has $44.83 Million Position in Darling Ingredients Inc. $DAR
DNB Asset Management AS significantly increased its stake in Darling Ingredients Inc. (NYSE:DAR) by 7.5% in the fourth quarter, bringing its total holdings to 1.25 million shares valued at $44.83 million. Other hedge funds also boosted their positions, contributing to institutional investors owning 94.44% of the company's stock. Wall Street analysts maintain a "Buy" consensus with an average price target of $69 for DAR, even after the company beat quarterly EPS estimates and despite some insider selling.
Darling Ingredients (NYSE:DAR) Stock Rating Lowered by Wall Street Zen
Wall Street Zen has downgraded Darling Ingredients (DAR) from "strong-buy" to "buy," although the overall analyst consensus remains positive with a "Buy" rating and an average price target of $69.00. The company recently reported strong Q1 earnings of $0.83 per share, surpassing estimates, with revenue rising 12.3% year-over-year to $1.55 billion. Despite the positive earnings, recent insider selling by the CAO and CEO was noted, and the stock was trading near its 52-week high.
Bank Julius Baer & Co. Ltd Zurich Has $6.97 Million Stake in Darling Ingredients Inc. $DAR
Bank Julius Baer & Co. Ltd Zurich reduced its stake in Darling Ingredients Inc. (NYSE:DAR) by 9.3% in the fourth quarter, now holding 191,810 shares valued at approximately $6.97 million. Despite this, Darling Ingredients reported stronger-than-expected Q1 earnings, with EPS of $0.83 against a $0.56 consensus and a 12.3% revenue increase to $1.55 billion. Wall Street analysts maintain a positive outlook, with a consensus "Buy" rating and an average price target of $69.00.
Darling Ingredients Inc. (DAR) Analyst/Investor Day - Slideshow (NYSE:DAR)
Darling Ingredients Inc. (DAR) published a slide deck in conjunction with its Analyst/Investor Day. The article, by SA Transcripts, highlights this event as a key communication for investors. The content is primarily a link to the slideshow for those interested in the company's investor presentation.
Waste Resource Management Acquires Majority Of Darling Ingredients’ Trap Grease Business
Waste Resource Management has acquired the majority of Darling Ingredients' trap grease collection and processing assets, significantly expanding its operational footprint across 13 major US metropolitan markets. This acquisition is expected to strengthen WRM's position in the non-hazardous liquid waste industry, creating opportunities for growth and improving service capabilities. Ridgewood Infrastructure supported WRM in this transaction.
Waste Resource Management, Inc. agreed to acquire Darling Ingredients Inc.'s trap grease collection and processing assets from Darling Ingredients Inc..
Waste Resource Management, Inc. has agreed to acquire Darling Ingredients Inc.'s trap grease collection and processing assets. This transaction was finalized on May 13, 2026. Darling Ingredients is a company that develops and produces sustainable natural ingredients from various bio-nutrients for diverse industries.
Darling Ingredients (NYSE:DAR) Stock Forecast & Analyst Predictions
Darling Ingredients (NYSE:DAR) is projected to see earnings and revenue growth of 19% and 3.8% annually, respectively, with EPS expected to grow by 20.7% per annum. Recent updates show an increased consensus price target of US$75.92 from 12 analysts, 17% above the last closing price. The company reported a strong Q1 2026 turnaround, with net income of $134.3 million and a focus on global growth in collagen and renewable fuels.
Darling Ingredients (NYSE:DAR) Price Target Raised to $79.00 at JPMorgan Chase & Co.
JPMorgan Chase & Co. has increased its price target for Darling Ingredients (NYSE:DAR) from $78.00 to $79.00, reiterating an "overweight" rating and suggesting a 23.57% upside. This follows Darling Ingredients' strong Q1 earnings, where it reported $0.83 earnings per share against an estimated $0.56, with revenue growing 12.3% year-over-year to $1.55 billion. Other firms like UBS, TD Cowen, Jefferies, and BMO Capital Markets have also raised their price objectives for the company.
Darling Ingredients Up 84.3% in 6 Months: What's Driving the Stock?
Darling Ingredients (DAR) stock has surged 84.3% in the last six months, significantly outperforming the S&P 500 and its industry peers. This rally is attributed to a sharp recovery in renewable diesel margins, improved operational execution, and strengthening earnings momentum, particularly from its Diamond Green Diesel joint venture and core ingredients segments. The company's positive financial outlook, including strong Q1 2026 results and an attractive valuation, suggests potential for continued growth.
Darling Ingredients Up 84.3% in 6 Months: What's Driving the Stock?
Darling Ingredients (DAR) shares have surged 84.3% in the last six months, significantly outperforming the market and peers. This rally is attributed to a strong recovery in renewable diesel margins, improved operational execution, and strengthening earnings. The company also benefits from growth in its core ingredients segments and a positive balance sheet outlook, making it an attractive investment with a favorable valuation.
Darling Ingredients (NYSE: DAR) maps $4–6B cash generation and growth push
Darling Ingredients (NYSE: DAR) held its 2026 Investor Day, unveiling plans to generate $4-6 billion in cash from 2027-2030, which will be used for debt reduction, acquisitions, share repurchases, and investments in biofuels and collagen. The company highlighted its strong Q1 2026 financial performance, integrated value creation model across its Feed, Food, and Fuel segments, and strategic focus on high-margin collagen products and its Diamond Green Diesel renewable fuels platform. Darling Ingredients aims to optimize its global portfolio, solidify its financial health by reducing debt, and deliver long-term shareholder value.
Darling Ingredients Inc. (NYSE:DAR) Given Consensus Rating of "Buy" by Brokerages
Darling Ingredients Inc. (NYSE:DAR) has received a consensus "Buy" rating from brokerages, with an average 1-year price target of $68.00. Several firms, including BMO Capital Markets, Jefferies, Scotiabank, and Stephens, recently raised their outlooks, and Zacks Research upgraded the stock to "strong-buy." The company surpassed Q2 earnings estimates, reporting $0.83 per share against a $0.56 estimate, and revenue increased 12.3% year over year to $1.55 billion.
Darling Ingredients Inc. $DAR Stake Trimmed by Firetrail Investments PTY Ltd.
Firetrail Investments PTY Ltd. reduced its stake in Darling Ingredients Inc. (NYSE:DAR) by 27.1% in the fourth quarter of an unspecified year, selling over 85,000 shares but still holding over 229,000 shares valued at approximately $8.31 million. Other institutional investors showed mixed activity, with some increasing and others initiating stakes. The company posted strong quarterly earnings, beating EPS estimates, and revenue increased by 12.3% year-over-year, while analyst sentiment remains largely bullish with an average "Buy" rating and a consensus price target of $68.
Darling Ingredients tops earnings forecasts despite slight revenue miss
Darling Ingredients reported earnings per share that exceeded analyst expectations, though revenue slightly missed forecasts. The company's performance indicates stronger-than-anticipated profitability despite a minor deficiency in sales figures.
Director at Darling Ingredients (DAR) granted deferred stock unit awards
Darling Ingredients director Soren Schroder received equity awards, including 261 shares of common stock at a reference price of $37.64 per share and 2,650 deferred stock units, on May 7, 2026. These awards are part of his compensation under the 2026 Omnibus Incentive Plan, with the deferred stock units vesting fully on December 31, 2026. The stock units represent his elected choice to receive prorated annual cash compensation in stock rather than cash.
Yacktman Asset Management LP Sells 97,098 Shares of Darling Ingredients Inc. $DAR
Yacktman Asset Management LP has reduced its holdings in Darling Ingredients Inc. (NYSE:DAR) by 6.5%, selling 97,098 shares and retaining 1.39 million shares valued at approximately $50 million. Despite this sale, Wall Street analysts maintain a "Buy" consensus rating for DAR with an average price target of $68.00, following strong quarterly results where the company exceeded EPS estimates and saw a 12.3% year-over-year revenue increase. The article also notes recent insider sales by Darling Ingredients executives.
Darling Ingredients (NYSE: DAR) director receives 2,650-share stock grant
Darling Ingredients (NYSE: DAR) director Kurt Stoffel was granted 2,650 shares of common stock at a price of $0.00 per share, indicating it was compensation rather than a market purchase. Following this transaction, Stoffel directly owns 21,139 shares of the company. This information was disclosed in a Form 4 SEC filing on May 8, 2026.
Darling Ingredients Shareholders Back Board, Pay and Auditor
Darling Ingredients (DAR) shareholders re-elected all ten board nominees, including CEO Randall C. Stuewe, and approved KPMG as the independent auditor at their annual meeting on May 7, 2026. They also endorsed executive compensation and adopted the 2026 Omnibus Incentive Plan, maintaining current leadership and governance. TipRanks' AI Analyst, Spark, rates DAR as Neutral due to strong cash generation and operating momentum, balanced against weakened profitability and high P/E valuation.
[Form 4] DARLING INGREDIENTS INC. Insider Trading Activity
This article details an insider trading transaction for Darling Ingredients Inc. (DAR) reported via a Form 4 SEC filing. Director Enderson Guimaraes acquired 2,650 shares of common stock at a price of $0.00 each, bringing his total direct holdings to 21,095 shares. The filing indicates a neutral impact and sentiment.
Maxi Investments CY Ltd Invests $1.01 Million in Darling Ingredients Inc. $DAR
Maxi Investments CY Ltd initiated a new position in Darling Ingredients Inc. (NYSE:DAR) during the fourth quarter, purchasing 28,000 shares valued at approximately $1.01 million. Darling Ingredients exceeded Q2 earnings estimates with an EPS of $0.83 and a 12.3% year-over-year revenue increase. Analysts maintain a "Buy" rating with an average target price of $68.00, despite recent insider share sales by the CEO and CAO.
ASR Vermogensbeheer N.V. Purchases 19,705 Shares of Darling Ingredients Inc. $DAR
ASR Vermogensbeheer N.V. increased its stake in Darling Ingredients Inc. by 3.7% in Q4, acquiring 19,705 additional shares, bringing their total holding to 556,060 shares valued at approximately $20 million. This comes as Darling Ingredients reported an EPS of $0.83 against a $0.56 consensus and revenue of $1.55 billion, an increase of 12.3% year-over-year. Wall Street analysts maintain a "Buy" consensus rating with an average price target of $68, with some firms raising targets up to $78.
Darling Ingredients sees Q2 core EBITDA at $260M-$275M after RVO boost
Darling Ingredients expects its second-quarter core EBITDA to be between $260 million and $275 million, surpassing analyst expectations. This positive outlook is attributed to the U.S. Environmental Protection Agency's final rule on Renewable Volume Obligations (RVO) for 2023-2025, which increased confidence in the renewable diesel sector. The company's Diamond Green Diesel joint venture is anticipated to see significantly higher adjusted EBITDA due to the impact of the RVO boost.
5 Revealing Analyst Questions From Darling Ingredients’s Q1 Earnings Call
Darling Ingredients (DAR) exceeded Q1 profit forecasts and met revenue expectations, attributed to strong performance in its feed and ingredients segments and effective risk management. The article highlights key analyst questions from the earnings call, focusing on topics like LIFO and hedging impacts, U.S. biofuels industry capacity, RIN policy changes, fat price sensitivity, and Diamond Green Diesel’s production capacity. Upcoming quarters will focus on higher fat prices, regulatory developments, asset divestment, and collagen business expansion.
DAR (NYSE: DAR) Form 144: Brokered open-market sale notice
Darling Ingredients Inc. (NYSE: DAR) has filed a Form 144, indicating a proposed open-market sale of Common Stock totaling 3,000 shares. The shares were acquired in two lots on June 16, 2021, and November 20, 2023, and will be sold through Charles Schwab & Co., Inc. The filing includes details on the acquisition dates, number of shares, and the broker handling the transaction, with an anticipated sale date around May 1, 2026.
Darling Ingredients stock hits 52-week high at $65.00
Darling Ingredients Inc. (DAR) stock reached a new 52-week high of $65.49, reflecting an impressive 1-year price return of 98.34% and a market capitalization of $10.22 billion. This surge is despite a P/E ratio of 45.93, with InvestingPro analysis suggesting the stock is undervalued based on fair value calculations. The company also reported strong Q1 2026 earnings per share and scheduled an Investor Day to discuss strategic priorities and future outlook.
Vanguard Group Inc. Raises Holdings in Darling Ingredients Inc. $DAR
Vanguard Group Inc. increased its stake in Darling Ingredients Inc. by 3.4% in the fourth quarter, now holding 15,394,342 shares valued at approximately $554.2 million. The company reported strong Q2 earnings, beating EPS estimates, and revenue grew 12.3% year-over-year. Analysts maintain a "Buy" rating with an average target price near $68, despite some insider selling.
Darling Ingredients schedules investor day for May 11 By Investing.com
Darling Ingredients Inc. (NYSE:DAR) has announced its 2026 Investor Day for May 11, where its executive leadership will outline strategic priorities and a three-year outlook. The company's stock is trading near its 52-week high, having returned 79% year-to-date, and InvestingPro analysis suggests it is undervalued. This follows a strong Q1 2026 earnings report where EPS significantly beat expectations.
Smart Money Is Buying Darling Ingredients Inc. (DAR)
Institutional investors, including prominent hedge funds and value-oriented managers, have shown significant buying interest in Darling Ingredients Inc. (DAR) based on recent 13F filings. Major additions from firms like Point72 Asset Management and AQR Capital Management indicate a growing confidence in Darling's diversified platform, renewable fuel exposure, and long-term value potential. This accumulation suggests investors believe DAR may be undervalued, positioning it for cyclical recovery and strategic growth within sustainable markets.
Darling Ingredients: Platform Positioned to Capitalize on Long-Term Growth Opportunities >DAR
This article likely discusses Darling Ingredients' strategic market position and its potential to leverage long-term growth trends. It will probably delve into how the company's existing platform enables it to capitalize on emerging opportunities in its sector. The analysis may cover specific initiatives or advantages that Darling Ingredients possesses.
Darling Ingredients to outline its three-year outlook at May 11 event
Darling Ingredients Inc. (NYSE: DAR) will host its 2026 Investor Day on Monday, May 11, 2026, to detail its strategic priorities and three-year outlook. The company plans to highlight its strong foundation, business transformation through disciplined execution, and its platform for capitalizing on long-term growth opportunities. The event will be held in New York City and via a concurrent webcast for interested investors.
Darling Ingredients schedules investor day for May 11 By Investing.com
Darling Ingredients Inc. (NYSE:DAR) will host its 2026 Investor Day on May 11 in New York City, providing a strategic outlook and details on growth initiatives. The company's stock is trading near its 52-week high, with a 79% year-to-date return, and analysts consider it undervalued. This event follows a strong first-quarter 2026 earnings report where EPS significantly exceeded expectations despite a slight revenue miss.
Darling Ingredients schedules 2026 investor day for May 11
Darling Ingredients Inc. (NYSE: DAR) will host its 2026 Investor Day on May 11, 2026, in New York City, with a concurrent webcast. Executive leadership will present strategic priorities and a three-year outlook, focusing on multi-year investments, capital accountability, and growth opportunities. The event will be accessible via live webcast, with a replay and presentation materials available afterwards.
Darling Ingredients Inc. to Highlight Strategic Plan for Profitable Growth at 2026 Investor Day
Darling Ingredients Inc. will host its 2026 Investor Day on May 11, 2026, to detail its strategic plan for profitable growth. The company's executive leadership will outline strategic priorities, a three-year outlook, and discuss how past investments, disciplined execution, and a resilient platform are positioning them for long-term growth opportunities. The event will be held in New York City and broadcast via webcast.
Darling Ingredients Turnaround Q1 Profitability Resets Outlook And Valuation Profile
Darling Ingredients (NYSE:DAR) reported a significant turnaround in Q1 2026, achieving net profitability and improved margins in its core business and the Diamond Green Diesel joint venture, attributed to favorable regulation and operational efficiency. This shift has reset the company's outlook and valuation profile, with the stock up significantly over the past year. Investors are now watching if this profitability momentum can be sustained, especially with regulatory support for low carbon fuels being a key driver.
Has Darling Ingredients (DAR) Rally Left Room After Renewable Fuels Spotlight On Valuation?
This article analyzes whether Darling Ingredients (DAR) is currently undervalued or overvalued, considering its recent share price rally. Using a Discounted Cash Flow (DCF) analysis, the stock appears significantly undervalued at $214.92 per share compared to its current price of $63.77. However, a Price-to-Earnings (P/E) ratio comparison suggests it is overvalued relative to its industry and the Simply Wall St's proprietary Fair Ratio.
Darling Ingredients (DAR) Net Margin Squeeze Challenges Bullish Earnings Narratives
Darling Ingredients (DAR) reported Q1 2026 results with a 1% net profit margin over the last year, a significant drop from 4.8% a year earlier, challenging bullish investor narratives despite steady revenue growth. The company's valuation metrics show a high P/S ratio compared to peers, but a DCF fair value significantly above the current share price, highlighting sensitivity to long-term margin and growth assumptions. This creates a tension between optimistic growth forecasts and the current financial reality of thin margins, weak interest coverage, and modest revenue growth predictions.
Davis Selected Advisers Purchases 388,366 Shares of Darling Ingredients Inc. $DAR
Davis Selected Advisers increased its stake in Darling Ingredients Inc. (NYSE:DAR) by 15.8%, acquiring an additional 388,366 shares, bringing its total holdings to 2,842,306 shares valued at approximately $102.3 million. This increase occurred despite a fatal incident at a Darling Ingredients plant and recent insider stock sales by the CEO and CAO. The company also reported strong Q1 earnings, beating consensus estimates, and provided positive Q2 core-ingredients EBITDA guidance.
Has Darling Ingredients (DAR) Rally Left Room After Renewable Fuels Spotlight On Valuation?
This article analyzes Darling Ingredients (DAR) valuation using a Discounted Cash Flow (DCF) model and Price-to-Earnings (P/E) ratio, suggesting the stock might be undervalued by DCF but overvalued by P/E compared to its industry. It also presents "bull" and "bear" case narratives from investors outlining different fair value estimates based on varying assumptions regarding revenue growth, regulatory impact, and operational efficiency. The piece aims to help investors decide if DAR's current share price of US$63.77 offers fair value after recent strong performance.
Comerica Bank Decreases Stake in Darling Ingredients Inc. $DAR
Comerica Bank reduced its stake in Darling Ingredients Inc. by 20.8% in Q4, holding 143,388 shares. Despite insider selling and a recent OSHA probe, Darling Ingredients reported a strong Q1 earnings beat with $0.83 EPS against an estimated $0.56, and analysts maintain a consensus "Buy" rating with a target price of $67.40. The company's Q2 guidance for core-ingredients EBITDA is also positive, expecting $260M-$275M.
Darling Ingredients Signals Profitable Turn in Earnings Call
Darling Ingredients (DAR) reported a strong Q1, showing a significant turnaround with sharply higher EBITDA, wider margins, and a return to net profitability. The company highlighted strong performance at Diamond Green Diesel and the core ingredients business, providing an optimistic outlook despite acknowledging challenges like leverage and commodity volatility. Management projects continued growth for Q2, focusing on debt reduction and operational excellence.
Insider Sell: Joseph Manzi Sells Shares of Darling Ingredients I
Joseph Manzi, Chief Accounting Officer of Darling Ingredients Inc (DAR), sold 3,000 shares of the company on May 1, 2026, and now holds 19,969 shares. This transaction is part of a pattern of insider selling at Darling Ingredients, with no insider buys in the past year. The stock is considered significantly overvalued based on its current trading price of $63.89 compared to its GF Value of $40.21.
Pictet Asset Management Holding SA Has $24.33 Million Holdings in Darling Ingredients Inc. $DAR
Pictet Asset Management Holding SA significantly reduced its stake in Darling Ingredients Inc. (NYSE:DAR) by 42.2%, now holding shares valued at $24.33 million. This comes as Darling Ingredients reported strong Q1 results, beating EPS expectations and projecting continued margin recovery, despite facing a safety probe by OSHA after a fatality at one of its plants. The company's stock performance shows a market cap of $10.20 billion and a consensus price target of $67.40 from analysts.
Darling Ingredients chief accounting officer sells $191,670 in stock
Joseph Manzi, Chief Accounting Officer at Darling Ingredients Inc. (NASDAQ:DAR), sold 3,000 shares of common stock for $191,670 on May 1, 2026, lowering his direct holdings to 19,969 shares. This sale occurred while the stock traded near its 52-week high after a 96% gain over the past year. Despite the insider sale, InvestingPro analysis suggests the stock might still be undervalued, and the company recently reported strong Q1 2026 EPS of $0.83, exceeding expectations, though revenue was slightly below forecasts.
Darling Ingredients (NYSE: DAR) CAO sells 3,000 shares in open market
Darling Ingredients Inc.'s Chief Accounting Officer, Joseph Manzi, reported an open-market sale of 3,000 shares of the company's common stock at $63.89 per share. Following this transaction, Manzi directly holds 19,969 shares of Darling Ingredients. This insider trade is summarized as a net sell transaction valued at approximately $192,000.
Darling Ingredients Inc. (NYSE:DAR) Q1 2026 Earnings Call Transcript
Darling Ingredients Inc. (NYSE: DAR) reported strong Q1 2026 results, beating earnings expectations with an EPS of $0.83. The company highlighted a much more favorable operating environment, improved earnings power, stronger cash flow potential, and significant debt reduction efforts. Randall Stuewe (CEO) and Bob Day (CFO) discussed the strong performance across Feed, Food, and Fuel segments, particularly noting the positive impact of renewable volume obligations (RVO) on Diamond Green Diesel (DGD) and the Feed segment.
Danica Pension Livsforsikringsaktieselskab Sells 37,358 Shares of Darling Ingredients Inc. $DAR
Danica Pension Livsforsikringsaktieselskab significantly reduced its stake in Darling Ingredients Inc. (NYSE:DAR) by selling 37,358 shares, bringing its total holdings to 18,530 shares valued at $667,000. This move comes amid various other institutional investment adjustments in DAR and recent analyst upgrades to "Buy" or "Strong Buy" ratings for the stock. Despite a strong Q1 earnings beat and positive outlook on core ingredients, the company faces negative sentiment due to an ongoing OSHA safety probe following a fatality at one of its plants.
Darling Ingredients swings to profit as diesel JV earns $151M
Darling Ingredients reported a significant swing to profit in Q1 2026, with net income of $134.3 million compared to a net loss of $(26.2) million in Q1 2025. This improvement was largely driven by strong performance in its core business and its Diamond Green Diesel (DGD) joint venture, which contributed $151.17 million in Adjusted EBITDA to Darling's share. The company also saw total net sales increase to $1.6 billion and monetized $45.0 million in Production Tax Credits, enhancing its liquidity.
