DARLING INGREDIENTS INC.
In the published model solve dated 2026-Q2, anchored at $57.78, DARLING INGREDIENTS INC. (DAR) is priced for +20.4% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.
• Darling turns animal by-products and used cooking oil into fats, proteins and food ingredients, and roughly a quarter of its market value sits in one half-owned renewable diesel venture whose earnings swung from a $30.5 million loss to a $107.4 million profit in a single quarter [Source: Q1 2026 Form 10-Q, filed May 8, 2026]. • The defining risk is policy rather than operations: Fuel Ingredients segment operating income fell to $3.4 million in fiscal 2025, a decrease of $193.8 million or 98.3%
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589 institutional managers reported holding DAR in 13F filings for the quarter ended 2026-03-31. 168 opened new positions that quarter. Held by Vanguard Group, BlackRock, Dimensional Fund Advisors, among others. On the short side, 7.3M shares were sold short as of the 2026-06-15 count, about 5% of shares outstanding (4 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
DAR has cut its share count 2.6% over the past five years, spending $526.65M on repurchases. It pays no dividend. Cash returned over the past three years: $146.63M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at DAR over the trailing three years: 2023: 7 buys totaling $815k; 2024: 4 buys totaling $741k. 25 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
DAR's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-09 | -3.6% | -29.5% |
| 2023-11-08 | -2.5% | +7.6% |
| 2024-02-29 | -4.4% | +0.8% |
| 2024-05-08 | +3.6% | -16.6% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
DAR's latest 8-K filings: 2026-08-05 (items 7.01, 9.01); 2026-07-30 (items 2.02, 7.01, 9.01); 2026-05-11 (items 7.01, 9.01); 2026-05-08 (items 5.07); 2026-04-30 (items 2.02, 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.