DAR Darling Ingredients Inc.

bullish track record → $63.77 -0.46 (-0.7%)
Get emailed when DAR changes direction
Mkt Cap $10B P/E 155.3 fwd 13.6 52wk $29.15 - $64.90 60d ago
Insider selling: $10,147,423 sold by 25 insiders (30d)
Est. revisions: +54.9% (5 up, 0 down in 30d)
Factor Model (net +3.1)

Factor Model

net +3.1 4.9 / 10
Est. Revisions
+1.0
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
+1.0
Narrative Gap
+0.0

Up 54% in a year on business stabilization

Watch: Monitor Q1 2026 earnings for signs the inflection is materializing — specifically top-line growth acceleration and margin expansion tied to the operational and regulatory tailwinds SouthernSun cited.

Darling Ingredients closed at $53.16 on February 27, up 12.27% over the prior month and 54.45% over the past year. SouthernSun Asset Management flagged the company as a top contributor in its Small Cap Strategy for Q4 2025. The firm expects a business inflection in 2026 driven by operational improvements and regulatory changes that should lift both revenue and earnings.

The 52-week rally and institutional endorsement signal the market's betting on a turnaround after a period of weakness. If SouthernSun's thesis plays out, 2026 could mark the start of a sustained earnings recovery.

Our Trades

Full track record →
+62.1%

Long Call · The Indexer

7d · 2026-04-02

Evidence

21d ago Insider buy by MCNUTT PATRICK (DAR): $51,805
21d ago Insider buy by DAY ROBERT WILLIAM (DAR): $99,685
61d ago SouthernSun Gained from Darling Ingredients’ (DAR) Business Stabilization yahoo-finance
Fundamentals & Data ▾
Darling Ingredients Inc. Consumer Defensive · Packaged Foods
Mkt Cap
$10B
P/E
155.3 fwd 13.6
Beta
1.08
52w Range
$29.15 - $64.90
Short Interest
6.9M 4.37%
Days to Cover
2.0 +3%
Technicals downtrend
from 52w Hi
-0.7%
1w return
+6.0%
Insiders
selling 0B / 3S
EPS Estimate
$1.22 +54.9% 30d 5up / 0dn
Est. Dispersion
54% 8 analysts
Analyst Target
$74 $61 - $80
Options P/C
0.82 0C / 1P unusual
Insider Cluster
buy cluster 2B / 5S
Fund Convergence
strong Citadel, D.E. Shaw, Bridgewater
Financials
Revenue
$1.7B +21% YoY
FCF
$284M
Gross Margin
25%
Op Margin
8%
Momentum: accelerating
Top Holders
Citadel $97M
D.E. Shaw $38M
Bridgewater $1M
Recent Filings & Data
insider trade 89
net selling · $10,147,423 sold · $151,490 bought
25 insiders · 89 transactions (30d)
Recent transactions
STUEWE RANDALL C · award
VAN DER VELDEN JAN · award
MANZI JOSEPH · award
DUDLEY SANDRA · award
MCNUTT PATRICK · award
COLPAERT JEROEN · award
LAIRMORE BRANDON · award
DAY ROBERT WILLIAM · award
FINNIMORE MARK JOSEPH · award
KEMPHAUS NICK JAMES · award
STUEWE RANDALL C · other
STUEWE RANDALL C · sell · $1,042,400
STUEWE RANDALL C · exercise · $3,156,537
ASPELL ROBERT PATRICK · award
STUEWE RANDALL C · exercise · $3,005,324
VAN DER VELDEN JAN · sell · $1,178,270
DUDLEY SANDRA · sell · $447,983
DUDLEY SANDRA · exercise · $103,617
KEMPHAUS NICK JAMES · sell · $303,955
KEMPHAUS NICK JAMES · exercise · $70,790
KEMPHAUS NICK JAMES · exercise · $24,875
STUEWE RANDALL C · award · $2,772,003
VAN DER VELDEN JAN · award · $478,402
MANZI JOSEPH · award · $132,887
DUDLEY SANDRA · award · $341,646
MCNUTT PATRICK · award · $326,058
COLPAERT JEROEN · award · $348,256
LAIRMORE BRANDON · award · $326,058
DAY ROBERT WILLIAM · award · $700,006
PAZ CARLOS ESTEBAN · award · $330,002
FINNIMORE MARK JOSEPH · award · $189,791
KEMPHAUS NICK JAMES · award · $299,992
CLARK CLESTEEN A · award · $49,986
CLARK CLESTEEN A · award · $59,998
SCHRODER SOREN · award · $100,009
BARDEN LARRY · award · $100,009
HILL RANDY L · award · $100,009
STUEWE RANDALL C · sell · $1,939,375
STERLING JOHN F · sell · $1,089,550
STUEWE RANDALL C · sell · $237,150
STUEWE RANDALL C · sell · $1,362,000
GOODSPEED LINDA A · award
CLARK CLESTEEN A · award
MIZE GARY W · award
GUIMARAES ENDERSON · award
SCHRODER SOREN · award
ADAIR CHARLES L · award
BARDEN LARRY · award
STOFFEL KURT · award
HILL RANDY L · award
STERLING JOHN F · award
STUEWE RANDALL C · award
STUEWE RANDALL C · exercise · $4,467,852
VAN DER VELDEN JAN · award
MANZI JOSEPH · award
DUDLEY SANDRA · award
MCNUTT PATRICK · award
COLPAERT JEROEN · award
LAIRMORE BRANDON · award
SCHRODER SOREN · award · $86,241
STERLING JOHN F · exercise · $226,581
STERLING JOHN F · award
STUEWE RANDALL C · award
JANSEN MATTHEW JAMES · award
VAN DER VELDEN JAN · award
MANZI JOSEPH · award
DUDLEY SANDRA · award
MCNUTT PATRICK · award
COLPAERT JEROEN · award
LAIRMORE BRANDON · award
DAY ROBERT WILLIAM · award
PAZ CARLOS ESTEBAN · award
ALBRIGHT ELIZABETH · award · $49,990
BARDEN LARRY · award · $100,014
HILL RANDY L · award · $100,014
STUEWE RANDALL C · sell · $1,049,054
HILL RANDY L · award
MCNUTT PATRICK · buy · $51,805
DAY ROBERT WILLIAM · buy · $99,685
STUEWE RANDALL C · sell · $1,497,686
RESCOE MICHAEL E · award
GOODSPEED LINDA A · award
CLARK CLESTEEN A · award
MIZE GARY W · award
GUIMARAES ENDERSON · award
ALBRIGHT ELIZABETH · award
ADAIR CHARLES L · award
BARDEN LARRY · award
STOFFEL KURT · award
3 signals · latest 21d ago

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