Andersons（ANDE）株式概要
アンダーソンズ社は、農業および再生可能燃料会社として、米国、カナダ、メキシコ、そして国際的に事業を展開している。 詳細
ANDE Community Fair Values
Create NarrativeSee what 17 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
The Andersons, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$65.61 |
| 52週高値 | US$82.11 |
| 52週安値 | US$37.69 |
| ベータ | 0.65 |
| 1ヶ月の変化 | -12.27% |
| 3ヶ月変化 | -9.17% |
| 1年変化 | 63.01% |
| 3年間の変化 | 32.30% |
| 5年間の変化 | 115.47% |
| IPOからの変化 | 1,169.87% |
最新ニュース
分析記事 • Aug 07
Earnings Beat: The Andersons, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
Last week, you might have seen that The Andersons, Inc. ( NASDAQ:ANDE ) released its quarterly result to the market...
ナラティブ更新 • Aug 06
ANDE: Future Returns Will Rely On Ethanol Credits And Vertically Integrated Renewables
Andersons' analyst fair value estimate has shifted from about $80 to roughly $88, with analysts pointing to recent price target increases to $90 and $110, supported by stronger Renewables earnings, 45-Z credits, and the company's vertically integrated exposure to ethanol and renewable feedstocks. Analyst Commentary Recent research on Andersons focuses on how Renewables earnings, 45-Z credits, and its vertically integrated ethanol and renewable feedstocks operations feed into the new fair value views.Seeking Alpha • Aug 05
The Andersons: Contrarian View After Re-Rating Is Fully Priced
Summary The Andersons, Inc. is a well-managed, historic Midwest industrial company now trading above intrinsic value at $78 per share. Recent catalysts—full ethanol ownership, 45Z tax credits, and operational efficiencies—are fully priced in, with mid-cycle fair value estimated at $65–$75. Agribusiness faces headwinds from declining corn acreage and production, while Renewables benefits temporarily from legislative tailwinds and export strength. I rate ANDE a Take Profits at $78, preferring to re-enter in the mid-$60s where risk/reward becomes attractive again. Read the full article on Seeking AlphaRecent updates
分析記事 • Aug 07
Earnings Beat: The Andersons, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
Last week, you might have seen that The Andersons, Inc. ( NASDAQ:ANDE ) released its quarterly result to the market...ナラティブ更新 • Aug 06
ANDE: Future Returns Will Rely On Ethanol Credits And Vertically Integrated Renewables
Andersons' analyst fair value estimate has shifted from about $80 to roughly $88, with analysts pointing to recent price target increases to $90 and $110, supported by stronger Renewables earnings, 45-Z credits, and the company's vertically integrated exposure to ethanol and renewable feedstocks. Analyst Commentary Recent research on Andersons focuses on how Renewables earnings, 45-Z credits, and its vertically integrated ethanol and renewable feedstocks operations feed into the new fair value views.Seeking Alpha • Aug 05
The Andersons: Contrarian View After Re-Rating Is Fully Priced
Summary The Andersons, Inc. is a well-managed, historic Midwest industrial company now trading above intrinsic value at $78 per share. Recent catalysts—full ethanol ownership, 45Z tax credits, and operational efficiencies—are fully priced in, with mid-cycle fair value estimated at $65–$75. Agribusiness faces headwinds from declining corn acreage and production, while Renewables benefits temporarily from legislative tailwinds and export strength. I rate ANDE a Take Profits at $78, preferring to re-enter in the mid-$60s where risk/reward becomes attractive again. Read the full article on Seeking Alpha
ナラティブ更新 • Jul 06
ANDE: Vertically Integrated Ethanol And Renewable Feedstocks Exposure Will Drive Future Upside
The analyst fair value estimate for Andersons has shifted from $75 to $90 as analysts cite its vertically integrated exposure to U.S. ethanol and renewable feedstocks, along with a more constructive backdrop for ethanol, as key supports for higher price targets. Analyst Commentary Bullish analysts see Andersons as a way to gain exposure to U.S. ethanol and renewable feedstocks through a vertically integrated platform, and recent research points to this structure as a key driver behind higher fair value estimates.ナラティブ更新 • Jun 22
ANDE: Future Returns Will Rely On Ethanol Macro Tailwinds And Cost Discipline
Analysts have lifted their fair value estimate for Andersons from $75 to $80, citing recent research that highlights the company's vertically integrated exposure to U.S. ethanol and renewable feedstocks, as well as a more constructive outlook for its end markets, as reasons for aligning price targets higher. Analyst Commentary Recent research on Andersons focuses on how the company’s vertically integrated model in U.S. ethanol and renewable feedstocks could influence its valuation, execution risk, and long term growth profile.分析記事 • Jun 17
Andersons (ANDE) Stock Could Be 7.7% Undervalued After Analyst Estimate Increase
Benchmark's Benjamin Klieve recently reiterated a positive view on Andersons (ANDE) and raised earnings estimates after management outlined a supportive macro backdrop and growth opportunities during a non-deal roadshow with investors. See our latest analysis for Andersons. At a share price of $69.21, Andersons has given investors a year to date share price return of 30.46%, while its 1 year total shareholder return of 89.30% and 5 year total shareholder return of 150.23% point to momentum...
ナラティブ更新 • Jun 05
ANDE: Higher Price Outlook And Stable Fair Value Will Shape Balanced View
Analysts have raised their price target on Andersons by $15, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E as the main reasons for the revised outlook. What's in the News No recent company specific news items were provided in the sources above.ナラティブ更新 • May 22
ANDE: Higher Future P/E And Raised Fair Value Will Shape Balanced Outlook
Analysts have raised their price target on Andersons from $60 to $75, citing updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E to support the higher valuation. Analyst Commentary While the latest price target move reflects updated valuation work, some bearish analysts remain cautious and flag several risk areas that could limit upside if they materialize.ナラティブ更新 • Apr 29
ANDE: Future Returns Will Rely On Renewables Strength And Expense Discipline
The analyst price target for Andersons has increased by $9 to $75, as analysts cite record Q4 earnings, stronger Renewables profits, lower expenses, and what they describe as exceptionally high visibility into the business. Analyst Commentary Bullish Takeaways Bullish analysts point to record Q4 earnings as support for a higher valuation range, arguing that the recent results give more confidence in current earnings power.ナラティブ更新 • Apr 15
ANDE: Future Returns Will Depend On Renewables Execution And Cost Control Balance
Analysts increased their price target on Andersons to $75 from $65, citing strong Renewables pre tax profits and lower other expenses that more than offset softer Agribusiness results in the recent Q4 earnings report. Analyst Commentary Recent Street commentary on Andersons focuses on how the latest Q4 results and business mix feed into valuation, execution risk, and growth expectations.ナラティブ更新 • Mar 31
ANDE: Future Earnings Will Rely On Renewables Strength And Cost Discipline
Analysts have lifted Andersons' price target to $75 from $65, pointing to record Q4 earnings with strong Renewables pre tax profits and lower expenses, which helped offset softer Agribusiness results and support the current valuation framework. Analyst Commentary Recent Street research around Andersons centers on the record Q4 earnings print, the lift in the price target to $75, and the emphasis on Renewables performance versus softer Agribusiness results.ナラティブ更新 • Mar 17
ANDE: Future Earnings Resilience Will Hinge On Renewables Strength And Cost Discipline
The analyst price target on Andersons has moved from $65 to $75, with analysts pointing to record Q4 earnings driven by strong Renewables pre tax profits and lower expenses as the key support for this higher fair value view. Analyst Commentary Bullish Takeaways Bullish analysts see the move to a US$75 price target as supported by record Q4 earnings, which they view as a stronger earnings baseline for valuation work.ナラティブ更新 • Mar 03
ANDE: Renewables Strength And Earnings Visibility Will Drive Long Term Upside Potential
Analysts have raised their price target on Andersons to $75 from $65, citing strong Q4 earnings, particularly in Renewables, along with recent bullish research coverage as key supports for the higher fair value view. Analyst Commentary Bullish analysts highlight the recent price target move to $75 from $65 as a clear signal that they see more upside potential, supported by what they view as a stronger earnings profile and improved visibility across key segments.ナラティブ更新 • Feb 17
ANDE: Elevated Future P/E Reliance Will Drive Cautious View On Upside Potential
Narrative Update: Andersons Analysts have raised their price target on Andersons to $60.00, supported by fresh coverage that cites exceptionally high visibility into the business and a willingness to apply a higher future P/E multiple. Analyst Commentary Recent coverage frames Andersons as a name with strong business visibility and a willingness among some analysts to apply a higher future P/E multiple.分析記事 • Feb 06
The Andersons, Inc.'s (NASDAQ:ANDE) P/E Is Still On The Mark Following 26% Share Price Bounce
The The Andersons, Inc. ( NASDAQ:ANDE ) share price has done very well over the last month, posting an excellent gain...ナラティブ更新 • Feb 03
ANDE: Long Term Earnings Plan And Capital Returns Will Shape Balanced Outlook
Analysts have modestly adjusted their price views on Andersons, reflecting updated assumptions for discount rates, revenue growth, profit margins, and future P/E, and the fair value estimate remains at $65.00 per share. What's in the News The Andersons, Inc.ナラティブ更新 • Jan 19
ANDE: Long Term Earnings Plan And M&A Pipeline Will Drive Upside
Analysts have raised their price target for Andersons from $55 to $65, citing updated assumptions for discount rate, revenue growth, profit margin, and future P/E that they believe better reflect the company’s current outlook. What's in the News The Andersons, Inc.ナラティブ更新 • Jan 05
ANDE: Future Biofuel Policy And Acquisitions Will Shape Profit Outlook
Analysts have raised their price target on Andersons from US$50.00 to US$62.50, citing updated fair value estimates, a slightly lower discount rate, revised assumptions for revenue growth and profit margins, and an increased outlook for the future P/E ratio. What's in the News The Andersons, Inc.ナラティブ更新 • Dec 19
ANDE: Future EPS Outlook And M&A Plans Will Support Measured Upside Potential
Analysts have raised their price target on Andersons to approximately $60 from around $40, citing a lower perceived risk profile, expectations for stronger profit margins, and a more attractive future earnings multiple, despite moderating revenue growth assumptions. What's in the News President Trump is considering at least $10 billion in tariff funded aid for U.S. farmers, which could indirectly support agriculture focused companies such as Andersons as the sector grapples with trade related pressures (Wall Street Journal via periodical report).分析記事 • Dec 16
Andersons (NASDAQ:ANDE) Is Increasing Its Dividend To $0.20
The board of The Andersons, Inc. ( NASDAQ:ANDE ) has announced that it will be paying its dividend of $0.20 on the 23rd...ナラティブ更新 • Dec 05
ANDE: Future Farm Aid And Biofuel Policy Will Shape Profit Outlook
Analysts have nudged their price target for Andersons higher to reflect a modest increase in estimated fair value to 50.00 dollars, supported by slightly lower discount rate assumptions and largely unchanged expectations for long term revenue growth, profit margins, and future valuation multiples. What's in the News The U.S. administration is considering at least 10 billion dollars in tariff funded aid for farmers, which could potentially benefit major agriculture players including Andersons, Archer Daniels, Bunge, and others (Wall Street Journal).ナラティブ更新 • Nov 21
ANDE: Profit Margins Are Set To Improve Amid Changing Regulatory Landscape
Analysts have raised Andersons' price target slightly from $49.84 to $50.00, citing an improved profit margin outlook even as revenue growth expectations are moderating. What's in the News President Trump is considering a $10B or more aid package for U.S. farmers to offset tariff impacts.分析記事 • Nov 13
Why Andersons' (NASDAQ:ANDE) Shaky Earnings Are Just The Beginning Of Its Problems
Despite The Andersons, Inc.'s ( NASDAQ:ANDE ) recent earnings report having lackluster headline numbers, the market...分析記事 • Nov 12
Earnings Tell The Story For The Andersons, Inc. (NASDAQ:ANDE) As Its Stock Soars 26%
The Andersons, Inc. ( NASDAQ:ANDE ) shareholders have had their patience rewarded with a 26% share price jump in the...ナラティブ更新 • Nov 05
ANDE: Future Policy Decisions Will Shape Revenue Stability Amid Tariff Uncertainty
Analysts have reaffirmed their price target for Andersons at $49.84, citing stable revenue growth and profit margin projections as key factors supporting the previous valuation. What's in the News President Trump is considering providing at least $10 billion in aid to U.S. farmers to offset economic fallout from new tariffs.ナラティブ更新 • Oct 22
Analysts Lift Andersons Price Target Amid Improved Forecasts and Positive Policy Developments
Analysts have raised their price target for Andersons from $46.67 to $49.84. They cite improved revenue growth forecasts, higher projected profit margins, and a slightly lower discount rate as key factors behind the upward revision.分析記事 • Jul 03
Andersons' (NASDAQ:ANDE) Returns On Capital Are Heading Higher
If you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...分析記事 • Mar 13
Andersons (NASDAQ:ANDE) Has Announced A Dividend Of $0.195
The board of The Andersons, Inc. ( NASDAQ:ANDE ) has announced that it will pay a dividend on the 22nd of April, with...分析記事 • Feb 03
Andersons (NASDAQ:ANDE) Has A Pretty Healthy Balance Sheet
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Seeking Alpha • Jan 18
Buying The Undervaluation To Peers Argument For The Andersons
Summary The Andersons, Inc. is undervalued compared to industry peers on all valuation metrics. The firm offers diversified exposure to agricultural commodities and ethanol, with solid financial health and ongoing deleveraging of its balance sheet. Risks include commodity price volatility, potential Trump trade tariffs, and tight EBITDA margins, but steady gross margins and 2025 growth forecast are encouraging. Target price is $65.11 (+54%), with a solid 65% confidence level, suggesting a BUY recommendation despite short-term uncertainties. Read the full article on Seeking Alpha分析記事 • Dec 17
Andersons (NASDAQ:ANDE) Is Paying Out A Dividend Of $0.195
The Andersons, Inc. ( NASDAQ:ANDE ) will pay a dividend of $0.195 on the 23rd of January. This makes the dividend yield...株主還元
| ANDE | US Consumer Retailing | US 市場 | |
|---|---|---|---|
| 7D | -5.9% | 2.1% | 1.0% |
| 1Y | 63.0% | 9.2% | 18.4% |
業界別リターン: ANDE過去 1 年間で9.2 % の収益を上げたUS Consumer Retailing業界を上回りました。
リターン対市場: ANDE過去 1 年間で18.4 % の収益を上げたUS市場を上回りました。
価格変動
| ANDE volatility | |
|---|---|
| ANDE Average Weekly Movement | 5.4% |
| Consumer Retailing Industry Average Movement | 6.3% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: ANDE 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: ANDEの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1947 | 2,028 | Bill Krueger | andersonsinc.com |
アンダーソンズ社は農業と再生可能燃料の会社として米国、カナダ、メキシコ、そして国際的に事業を展開している。アグリビジネス部門と再生可能燃料部門を通じて事業を展開している。アグリビジネス部門はトウモロコシ、小麦、大豆などの商品販売を行っている。また、農業用および関連植物栄養剤、農業用肥料の製造、販売、小売も行っている。また、全粒穀物、穀物製品、飼料原料、国産燃料製品、その他農産品等の現物物流事業も行っている。再生可能エネルギー部門は、エタノールとその副産物の生産、購入、販売、商品化、取引、再生可能原料などその他のバイオ燃料の商品化、取引を行っている。アンダーソンズは1947年に設立され、オハイオ州モーミーを拠点としている。
The Andersons, Inc. 基礎のまとめ
| ANDE 基礎統計学 | |
|---|---|
| 時価総額 | US$2.16b |
| 収益（TTM） | US$177.32m |
| 売上高(TTM) | US$10.94b |
12.5x
PER（株価収益率0.2x
P/SレシオANDE は割高か？
公正価値と評価分析を参照収益と収入
| ANDE 損益計算書（TTM） | |
|---|---|
| 収益 | US$10.94b |
| 売上原価 | US$10.15b |
| 売上総利益 | US$785.28m |
| その他の費用 | US$607.95m |
| 収益 | US$177.32m |
直近の収益報告
Jun 30, 2026
次回決算日
Nov 04, 2026
| 一株当たり利益（EPS） | 5.27 |
| グロス・マージン | 7.18% |
| 純利益率 | 1.62% |
| 有利子負債／自己資本比率 | 66.4% |
ANDE の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
1.2%
現在の配当利回り15%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/08/12 11:52 |
| 終値 | 2026/08/12 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
The Andersons, Inc. 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。10
| アナリスト | 機関 |
|---|---|
| Benjamin Klieve | Benchmark Company |
| Benjamin Mayhew | BMO Capital Markets Equity Research |
| Eric Larson | Brean Capital Historical (Janney Montgomery) |