UBS Reiterates Buy Rating on Darling Ingredients with $58 Price Target

UBS analyst Manav Gupta reiterated a Buy rating on Darling Ingredients with a $58 price target, citing the company's strong performance in the Energy sector. The analyst consensus on DAR is a Strong Buy with an average price target of $46.50, a 23.90% upside from current levels. However, corporate insider sentiment is negative, with an increase in insiders selling their shares in May 2025. DAR's market cap is $5.94B and P/E ratio is 35.39.

Title: Darling Ingredients Inc. (DAR) Sees Analyst Uptick, but Insider Sentiment Remains Negative

UBS analyst Manav Gupta reiterated a Buy rating on Darling Ingredients Inc. (DAR) with a $58 price target, highlighting the company's robust performance in the Energy sector [1]. The analyst consensus on DAR is a Strong Buy with an average price target of $46.50, representing a 23.90% upside from current levels. However, corporate insider sentiment has taken a turn for the worse, with an increase in insiders selling their shares in May 2025 [2].

Darling Ingredients, with a market capitalization of $5.94 billion and a price-to-earnings (P/E) ratio of 35.39, has seen a number of institutional investors and hedge funds adjusting their stakes in the company. During the first quarter, DekaBank Deutsche Girozentrale reduced its position in Darling Ingredients by 17.5%, while Impax Asset Management Group lowered its stake by 7.3% [1]. Despite these reductions, other investors have increased their holdings. For instance, M&T Bank Corp, Ironwood Investment Management LLC, and the State of Alaska Department of Revenue have all boosted their positions in the company [1].

Analysts have also weighed in on Darling Ingredients, with several firms upgrading their ratings and target prices. Citigroup, Robert W. Baird, and Wall Street Zen have all revised their ratings and targets, while Jefferies Financial Group raised its price target from $45.00 to $46.00 and maintained a Buy rating [1]. The consensus rating is a Moderate Buy, with a consensus price target of $46.00 [1].

However, the recent increase in insider selling is a cause for concern. This trend could indicate that insiders have a more pessimistic view of the company's future prospects. Investors should closely monitor this development and consider the implications for the stock's performance.

Darling Ingredients operates in the natural ingredients sector, providing products for various industries such as pharmaceuticals, food, pet food, feed, industrial, fuel, bioenergy, and fertilizer. The company's recent earnings report showed a decline in revenue and earnings per share (EPS) compared to the previous year [1]. Despite this, the company's strong performance in the Energy sector has been noted by analysts as a positive factor.

Investors should carefully evaluate the company's financial performance and the implications of the recent insider selling before making any investment decisions. The strong analyst consensus and the company's market position in the Energy sector could provide opportunities for growth, but the negative insider sentiment should not be overlooked.

References:
[1] https://www.marketbeat.com/instant-alerts/filing-dekabank-deutsche-girozentrale-has-267-million-position-in-darling-ingredients-inc-nysedar-2025-07-13/
[2] https://www.marketbeat.com/instant-alerts/filing-impax-asset-management-group-plc-sells-217020-shares-of-darling-ingredients-inc-nysedar-2025-07-05/