BMO Capital Sees Strong Earnings Momentum, Raises Andersons (ANDE) Price Target

Vardah Gill

Tue, February 24, 2026 at 1:51 PM GMT+9 2 min read

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The Andersons, Inc. (NASDAQ:ANDE) is included among the 13 Best Strong Buy Dividend Stocks to Invest in.

BMO Capital Sees Strong Earnings Momentum, Raises Andersons (ANDE) Price Target

On February 19, BMO Capital raised its price recommendation on The Andersons, Inc. (NASDAQ:ANDE) to $75 from $65. The firm maintained an Outperform rating on the stock. The analyst said the company’s record Q4 earnings were mainly driven by strong profitability in the Renewables segment and lower overall expenses. These gains helped offset slightly weaker-than-expected results in the Agribusiness segment.

During the Q4 2025 earnings call, CEO William Krueger credited the company’s team for delivering record fourth-quarter EPS. He said the results highlighted the strength and resilience of Andersons’ diversified portfolio. A stronger-than-expected fall harvest in the Western Grain Belt played a key role, allowing the company to secure large volumes of corn and sorghum at favorable pricing levels.

Krueger also highlighted solid operational momentum. Export volumes reached record levels, ethanol demand remained steady, and crop yields came in above average. At the same time, he acknowledged some challenges. Higher corn basis levels and rising natural gas costs created margin pressure at the company’s eastern ethanol facilities. He also confirmed that Andersons now fully owns four ethanol plants. In addition, the company is investing further in its Clymers, Indiana, facility. This expansion is expected to increase annual production capacity by about 30 million gallons beginning in 2027, strengthening its long-term position in ethanol production.

Krueger also discussed several ongoing investment projects aimed at supporting future growth. These include infrastructure upgrades at the Port of Houston, expansion of the mineral processing facility in Carlsbad, and efforts to increase corn and wheat processing capacity. He said these initiatives are designed to improve efficiency and expand the company’s operational footprint.

The Andersons, Inc. (NASDAQ:ANDE) operates as a diversified business with two main segments: Agribusiness and Renewables. Its Agribusiness unit focuses on commodity merchandising, grain storage and handling, and the production and distribution of plant nutrients.

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