Darling Ingredients Inc. (DAR) is an American company proudly serving international markets with a broad portfolio of sustainable, eco-friendly solutions. Based in Irving, Texas, the company operates with a dedication to converting and reusing the waste from food production, restaurants, and other industries into useful products.
Founded in 1882, DAR boasts a time-tested relevance built on over 130 years of expertise in the industry. Today, the company stretches its impact across five continents with over 200 processing plants globally. It is recognized as one of the world's leading developers and producers of sustainable natural ingredients derived from edible and inedible bio-nutrients.
DAR's operations span across three industry segments: feed ingredients, food ingredients, and fuel ingredients. In its feed ingredients unit, the company processes animal by-products and used cooking oil into high-quality and nutritious feed ingredients for livestock. Its food ingredients division targets humans, offering specialized ingredients—such as gelatins—that find use in pharmaceuticals, food, beverages, and technical applications. Darling Ingredients' fuel ingredients sector transforms used cooking oil and other waste materials into biodiesel, renewable diesel, and renewable natural gas to power vehicles and industries. These activities translate into vital solutions: DAR contributes to global food security, energy independence, and environmental preservation.
The company adheres to a firm commitment to improving global health and nutrition, advancing sustainable energy projects and reducing world reliance on fossil fuels. For instance, in collaboration with Valero Energy Corporation, DAR developed Diamond Green Diesel, the largest renewable diesel joint venture in North America. This facility uses DAR's collected feedstocks to yield massive renewable diesel production.
Darling Ingredients takes sustainability seriously. Their business model is designed to foster a circular economy, turning waste into valuable resources. Supported by a workforce of over 10,000 employees, DAR indeed models the mantra, "from waste to wealth." It stands as an embodiment of the green and clean revolution, demonstrating that corporations can gain from industry responsibility while positively impacting the world.
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Darling Ingredients (NYSE:DAR) stock recently surpassed its 200-day moving average, reaching $61.93, although it remains below its 50-day average. The company received a "Moderate Buy" consensus from analysts with an average price target of $69.91, and reported strong quarterly earnings of $2.41 per share, significantly exceeding estimates. Institutional investors hold a substantial portion of the stock, while insider transactions show both selling and buying activity.
Darling Ingredients (DAR) has shown strong performance in 2024, with its stock up 64.03% year-to-date and 96.44% over one year, despite a recent short-term dip. The company is considered 21% undervalued with a fair value of $78.58, driven by expectations of increased demand and margin expansion from favorable U.S. renewable diesel policies. However, the thesis depends heavily on these policies and faces potential risks from leverage and feedstock costs.
UBS believes Darling Ingredients (DAR) has a supportive earnings backdrop due to its strong operational execution and improved economics in the renewable fuel sector. This positive outlook suggests favorable financial performance for the company. The full article content is behind a premium paywall.
Darling Ingredients Inc (DAR) shares recently fell 3.2%, trading at $63.26, which is 48.0% above its GF Value™ estimate of $42.75, indicating it is significantly overvalued. Despite a GF Score™ of 69/100, reflecting above-average performance with strong profitability, its weak valuation rank and insider selling of $5.2M suggest caution for investors. The article advises investors to consider the risks associated with its elevated price relative to its intrinsic value.
Bank of America Corp DE has acquired a significant new stake in Darling Ingredients Inc. (NYSE:DAR), purchasing 2.37 million shares valued at approximately $129.4 million. This investment represents 1.5% of Darling Ingredients, a company that analysts have rated as a "Moderate Buy" with a consensus price target of $69.00. Darling Ingredients recently surpassed Q2 earnings expectations, reporting $2.41 EPS and $1.72 billion in revenue, exceeding analyst estimates.
Tidal Investments LLC significantly increased its stake in Darling Ingredients Inc. (NYSE:DAR) by 253.5% in the second quarter, bringing its total holdings to 50,560 shares valued at $2.76 million. This move is supported by a generally favorable analyst sentiment, with the stock holding a "Moderate Buy" rating and several upgrades to "strong-buy" by various firms. Darling Ingredients also reported strong Q2 earnings, exceeding analyst estimates with $2.41 adjusted EPS and a 16.4% year-over-year revenue increase to $1.72 billion.
The California State Teachers Retirement System significantly increased its stake in Darling Ingredients Inc. by over 5,300% in the second quarter, now owning 6.37% of the company. This comes as Darling Ingredients reported strong quarterly earnings, beating analyst estimates, and has received a "Moderate Buy" consensus rating from analysts. Other institutional investors have also adjusted their positions in the company, while company insiders have engaged in both selling and buying shares.
Virginia Retirement Systems has acquired a new stake in Darling Ingredients Inc. (NYSE:DAR), purchasing 26,500 shares valued at approximately $1.45 million. This investment comes as Darling Ingredients reported strong Q2 earnings, beating analyst estimates with an EPS of $2.41 and revenue up 16.4% year-over-year. Institutional investors now collectively own 94.44% of the company, while analysts maintain a "Moderate Buy" rating with an average price target of $69.
This article provides a transcript of Darling Ingredients Inc.'s presentation at the Barclays 40th Annual Energy-Power Conference on September 9, 2026. The presentation began with an introduction by Theresa Chen, a midstream and refining analyst at Barclays. The full content of the transcript is reserved for subscribers.