DARLING INGREDIENTS INC.
In the published model solve dated 2026-Q2, anchored at $61.64, DARLING INGREDIENTS INC. (DAR) is priced for -0.2% 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: 2026-10-28 (items 2.02, 7.01, 9.01); 2026-10-22 (items 2.02, 9.01); 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).
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.