Darling Ingredients stock rating reiterated at Buy by UBS despite Q2 estimate cut

Published 14/07/2025, 15:38
Darling Ingredients stock rating reiterated at Buy by UBS despite Q2 estimate cut

Investing.com - UBS maintained its Buy rating on Darling Ingredients (NYSE:DAR) with a price target of $58.00, despite trimming its quarterly earnings forecast. According to InvestingPro data, the $5.9 billion market cap company currently trades at $37.26, with analysts’ targets ranging from $34 to $60.

The investment bank reduced its second-quarter 2025 EBITDA estimate for the sustainable food and fuel ingredients company to $245 million from its previous estimate of $260 million. The company generated $809 million in EBITDA over the last twelve months, maintaining a solid financial health score of 2.27 (FAIR) on InvestingPro.

Despite the downward adjustment, UBS still expects Darling’s earnings to increase by $47 million quarter-over-quarter, driven by higher Feed segment earnings, improved renewable diesel margin capture, and LCM benefits.

UBS believes Darling Ingredients is well positioned to benefit from policy tailwinds, including higher Renewable Volume Obligation (RVO), amended Low Carbon Fuel Standard (LCFS), and the "Big Beautiful Bill."

The firm’s maintained price target of $58.00 represents potential upside from Darling’s current trading level, reflecting continued confidence in the company’s growth prospects despite the modest quarterly estimate reduction.

In other recent news, Darling Ingredients Inc. has made several noteworthy announcements. The company reported the redemption of all outstanding 3.625% Senior Notes due 2026, effectively ending the indenture and releasing involved parties from remaining obligations. Additionally, Darling Ingredients has priced an offering of €750 million in 4.5% senior notes due 2032, with plans to use the proceeds to refinance existing debts. This strategic financial maneuver is aimed at maintaining a stable cost of debt while extending the term of the notes.

Moreover, Darling Ingredients has updated its bylaws to revise shareholder action procedures, enhancing the process for actions taken without a meeting. In a move to expand its market presence, the company announced a dual listing on NYSE Texas, aiming to attract a broader investor base. However, the company faces challenges as the Trump administration’s review of biofuel-blending quotas raises concerns about future operational costs. Darling Ingredients’ CEO highlighted the impact of inexpensive biofuel imports on margins during a recent conference. These developments come amidst a backdrop of regulatory and market dynamics that investors are watching closely.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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