DailyIQ
Last updated1 minute ago

DAR·Darling Ingredients Inc.

$62.38
-0.72 (-1.14%)
After Hours
High
$63.74
Open
$63.43
Market Cap
9.93B
52W High
$69.98
Low
$61.96
P. Close
$62.38
P/E
16.61
52W Low
$50.88
Fwd P/E
10.03
DailyIQ Est.
$84.53
Inst. Ownership
43.5%
Short Interest
3.46%
Days to Cover
2.3
Technical Score (1D)
50
NEUTRAL
News Sentiment
54
MIXED
DAR scores 50 on the 1D technical view with a NEUTRAL signal and mixed momentum. Price action is in a neutral range - the market is coiling, and neither side has been willing to push to a definitive break. Sentiment at 54 is diverging from the flat technical backdrop, removing sentiment as a directional catalyst for now. Consolidations like this are often a sign that the market is waiting for new information before committing capital in either direction. The range between $57.78 and $62.60 is well-defined. When this kind of compression resolves - particularly if it resolves with a gap or range-expansion bar - the follow-through tends to be more sustained than a typical breakout because of the energy that builds during the quiet phase. Darling Ingredients Inc.'s current range isn't offering much of an edge in either direction, which is itself useful information - it means the 1D setup is better suited to defining risk (a close outside $57.78 or $62.60) than to predicting the outcome. Trying to front-run that resolution usually costs more in false starts than it saves in early entry.
LOW TARGET
$65 +4.1%
1 analysts
MEAN TARGET
$82 +30.8%
10 analysts
HIGH TARGET
$90 +44.1%
9 analysts
PRICE RANGE
$65.00 - $90.00
SB / B / H / S / SS
8/8/2/1/1
DAILYIQ EST.
$84.53 (+35.3%)
Bought (1Y)
500 shares
$30K
Sold (1Y)
35,395 shares
$2.4M
STUEWE RANDALL CChairman and CEO
Sell5,000 shares2026-09-02
MANZI JOSEPHChief Accounting Officer
Sell1,000 shares2026-08-18
Dudley SandraEVP Chief Strategy Officer
Option Exercise5,928 shares2026-08-17
Dudley SandraEVP Chief Strategy Officer
Sell3,876 shares2026-08-17
Dudley SandraEVP Chief Strategy Officer
Sell2,598 shares2026-08-17
69/ 100
Bullish
Overall: Bullish
✓Revenue growing year over year
✓Positive net margin
✓Positive operating cash flow
Gross Margin
24.0%
Net Margin
1.0%
Revenue CAGR
15.6%
Current Ratio
1.50x
Debt / Equity
0.83x
Return on Equity
1.3%

EPS

EstBeatMiss
$-0.09$0.45$0.98$1.52$2.06Q3'25Q3'26
QtrEstActual+/−
Q3'26$1.81 - -
Q3'25$0.22$0.16-28.7%

Revenue

EstBeatMiss
$1.5B$1.6B$1.7B$1.7B$1.8BQ3'25Q3'26
QtrEstActual+/−
Q3'26$1.8B - -
Q3'25 - $1.6B -

Market Data

DAR Stock Snapshot

NEUTRAL50/100
$62.46+$0.08 (0.1%)
Market cap
9.93B
P/E ratio
16.6
Day range
$61.96 – $63.74
News sentiment
54/100 · Neutral
Analyst target
$81.67 (+30.8%)
Consensus
Strong Buy · 20 analysts
52-week range+22.8% off low · -10.7% from high
$50.88$69.98
Price $62.46 DailyIQ Est. $84.53

DAR ranks mid-pack on momentum, neither leading nor lagging its peers by much. At this size, a single catalyst moves the stock further than it would a larger peer.

Reverse DCF

What growth is priced into DAR?

RICH

At today's price, Darling Ingredients Inc. needs to grow free cash flow about 160.5% a year for the next 10 years to justify its valuation at a 6.29% cost of capital. Over its actual history it has compounded free cash flow at 13.6% a year, so the market is asking for 146.9 percentage points above its own delivered rate. On that basis DAR looks priced above what its own growth record supports.

Implied FCF growth
160.5%
Historical FCF CAGR
13.6%
Growth gap
+146.9 pts
Verdict
RICH
Discount rate (WACC)
6.29%
Beta
0.30

Sector Rotation

Is money rotating into or out of DAR's sector?

Darling Ingredients Inc. sits in the Consumer Staples sector, currently ranked 3rd of 12 GICS sectors by relative-strength rotation score (leading).

Sector rank
#3 of 12
Sector state
Leading
Sector rotation score
91

Options Market

What is the options market pricing for DAR?

CallsPuts

For Darling Ingredients Inc.'s nearest expiry (2026-10-16, 2 days out), open interest is call-heavy, a bullish tilt (put/call ratio of 0.42), with at-the-money implied volatility around 74.2%. The options market is pricing roughly a ±4.7% move by that expiry — a range of about $57.28–$62.88.

Put/call ratio (2026-10-16)
0.42
ATM implied volatility
74.2%
Total open interest
13,382
Expected move by 2026-10-16
±4.7% ($57.28–$62.88)

Analyst Rating Changes

Are analysts turning bullish or bearish on DAR?

Piper Sandler most recently reiterated its rating on Darling Ingredients Inc. to Overweight on Oct 11, 2024 with a price target of $48 (from $50). Over the last 90 days, coverage has run 0 upgrades against 0 downgrades, a net mixed lean.

Latest action
Piper Sandler — Overweight
90-day upgrades
0
90-day downgrades
0
Net rating momentum
0
DateFirmActionRatingPrice target
Oct 11, 2024Piper SandlerMaintainedOverweight$50 → $48
Oct 7, 2024JefferiesMaintainedBuy$47 → $44
Sep 13, 2024TD CowenMaintainedHold$45 → $43
Jul 26, 2024JefferiesMaintainedBuy$53 → $47
Jul 12, 2024ScotiabankMaintainedSector Outperform$57 → $45
Jun 13, 2024TD CowenMaintainedHold$51 → $45
Jun 12, 2024CitigroupUpgradeNeutral → Buy$48
May 20, 2024StifelMaintainedBuy$90 → $85
Apr 17, 2024JP MorganMaintainedOverweight$66 → $62
Apr 11, 2024ScotiabankMaintainedSector Outperform$73 → $57
Apr 8, 2024StifelMaintainedBuy$95 → $90
Apr 3, 2024CitigroupMaintainedNeutral$46 → $48

ETF holders

ETFs holding DAR

News Sentiment Analysis

Sentiment gathered from recent headlines

54/100
Strong NegativeNeutralStrong Positive
MIXED

Recent News Coverage

Most recent articles, ranked by recency (click to expand).

10+ articles
What did this article say?
JP Morgan analyst Thomas Palmer upgraded Darling Ingredients (NYSE:DAR) to an Overweight rating on October 12, citing confidence in the company’s growth prospects. The firm increased its price target from $82 to $83, reflecting a modest bullish outlook. The upgrade signals a positive reassessment of DAR’s earnings trajectory and market position. No immediate catalysts were highlighted, suggesting the move is based on broader fundamentals. The rating change is expected to influence investor sentiment and could support the stock’s valuation.
What did this article say?
Darling Ingredients completed the sale of its CTH-branded sausage casing unit to SARIA, a transaction that aligns with its strategy to streamline operations and reduce debt. The divestiture, along with the July sale of a majority of its trap business for roughly $90 million, helped cut net debt by $223 million in Q2 and bring leverage down to 2.3X. The company aims to finish the year with net debt at or below $3 billion and a leverage ratio under 2X, using proceeds to further strengthen its balance sheet. These moves are intended to focus capital on higher‑integration businesses that promise longer‑term value creation. The portfolio reset is viewed as a positive step toward improving financial flexibility and supporting future growth.
What did this article say?
Darling Ingredients (DAR) announced on October 5 that it had completed the sale of its CTH branded sausage casing business to Saria. The transaction terms were not disclosed, but the company stated that the proceeds would be applied to reduce its debt balance. The divestiture is part of DAR’s ongoing strategy to streamline operations and strengthen its balance sheet. No immediate impact on earnings or cash flow projections was disclosed.
What did this article say?
Darling Ingredients Inc. closed the sale of its CTH branded sausage casing business to SARIA on October 5, 2026. The transaction was not disclosed in monetary terms but was described as part of DAR’s strategy to streamline its portfolio and focus on higher‑margin, integrated segments. Management highlighted that proceeds will be used to reduce debt and support growth initiatives. The divestiture aligns with DAR’s broader circularity and renewable energy objectives. No immediate impact on core operations was reported.
What did this article say?
Darling Ingredients Inc. (NYSE: DAR) announced that it will release its third‑quarter 2026 financial results on October 29, 2026, and host a conference call to discuss the data. The call will be available for participants and listeners, with a replay and transcript posted shortly after. The company will also provide supplemental financial information on its investor website. This routine earnings announcement is a standard update with no material change to guidance or outlook.
What did this article say?
Darling Ingredients (DAR) experienced a 6% decline over the past week and 5% over the month, yet maintained a 15% gain in the preceding three months. The pullback occurred against a backdrop of a 15.3% 90‑day return and a 62.8% year‑to‑date gain, underscoring sustained momentum. Analysts noted that the current price of $61.29 sits below a fair‑value estimate of $78.58, suggesting upside potential remains.
What did this article say?
UBS notes that Darling Ingredients’ operational execution and improving renewable diesel economics are creating a supportive earnings backdrop, with expectations of higher free cash flow and EBITDA. The firm’s balance sheet is strengthening, potentially enabling accelerated share repurchases in 2027. Regulatory clarity on small refinery exemptions and higher renewable volume obligations further sustain the current margin environment. UBS maintains a buy rating and lifts its price target to $88 from $78, signaling confidence in DAR’s growth trajectory.
What did this article say?
UBS has lifted its price target for Darling Ingredients Inc (DAR) from $78 to $88, reflecting confidence in the company’s earnings trajectory and market positioning. The upgrade comes while maintaining a buy rating, underscoring the bank’s belief that DAR’s current valuation is undervalued relative to its growth prospects. The move signals a bullish view on DAR’s ability to capitalize on its sustainable ingredient solutions and expanding customer base, potentially driving investor interest.
What did this article say?
UBS analyst Manav Gupta has upgraded Darling Ingredients (DAR) to a Buy rating and lifted the price target from $78 to $88. The upgrade reflects confidence in DAR’s continued growth in the sustainable ingredients market and its expanding contract portfolio. The higher target suggests UBS expects the company to outperform peers and deliver solid earnings momentum.
What did this article say?
Darling Ingredients (DAR) has earned a high technical rating on ChartMill’s breakout screen, scoring 9/10 for both technical strength and setup quality. The analysis identifies a clear entry level at $68.35, suggesting a potential upward move if the breakout holds. The rating implies that the stock has strong momentum and a favorable trend, but the magnitude of upside remains modest.

Technical Analysis

Real-time indicators across multiple timeframes

50
NEUTRAL
Momentum rank against about 1,000 stocks and ETFs for this timeframe.
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Institutional & Hedge Fund Ownership
25 tracked managers · $3.38B combined position · 17 adding, 8 trimming, 0 unchanged (latest 13F filings)
ManagerTrendShares Held% of Co.Position ValueFiled
BlackRock, Inc.▲ Buy15,588,6129.92%$851.45M2026-08-07
Vanguard Group Inc▲ Buy15,394,3429.79%$554.20M2026-01-29
Citadel Advisors LLC▲ Buy4,036,3172.57%$220.46M2026-09-02
AQR Capital Management LLC▲ Buy3,961,5522.52%$211.67M2026-08-14
FMR LLC (Fidelity)▼ Sell3,757,1122.39%$205.21M2026-08-13
Geode Capital Management, LLC▲ Buy3,462,8142.20%$189.18M2026-08-12
Morgan Stanley▼ Sell2,535,5241.61%$138.49M2026-08-13
Invesco Ltd.▲ Buy2,404,1711.53%$131.32M2026-08-14
Bank of America Corp▲ Buy2,368,5661.51%$129.37M2026-08-14
Norges Bank▼ Sell2,197,8781.40%$120.05M2026-08-12
Northern Trust Corp▲ Buy1,665,9311.06%$90.99M2026-08-13
Goldman Sachs Group Inc▲ Buy1,521,6930.97%$83.11M2026-08-14
Man Group plc▲ Buy1,444,0810.92%$78.88M2026-08-14
Balyasny Asset Management L.P.▲ Buy1,407,6960.90%$76.89M2026-08-14
Point72 Asset Management, L.P.▲ Buy1,145,1410.73%$62.55M2026-08-14
Wellington Management Group LLP▼ Sell770,3880.49%$42.08M2026-08-14
Two Sigma Investments, LP▼ Sell645,2680.41%$35.24M2026-08-14
JPMorgan Chase & Co▲ Buy580,1260.37%$31.23M2026-08-12
Citigroup Inc▲ Buy463,3560.29%$25.31M2026-08-03
Wells Fargo & Company▲ Buy443,0990.28%$24.20M2026-08-14
Susquehanna International Group, LLP▲ Buy402,9590.26%$22.01M2026-08-14
Marshall Wace, LLP▼ Sell293,3970.19%$16.03M2026-08-13
Prudential Financial Inc▼ Sell267,6130.17%$14.62M2026-08-12
Gotham Asset Management, LLC▲ Buy250,2740.16%$13.67M2026-08-14
Millennium Management LLC▼ Sell245,0560.16%$13.38M2026-08-14
Q2 2026 flow:5.50M sh bought ($299.85M)5.02M sh sold ($274.46M)net +471.6K sh (+$25.39M)