The Andersons, Inc. hosted its 2025 Investor Day to reveal a growth plan aiming for a run-rate earnings per share (EPS) of $7.00 by the end of 2028. This target represents a 36% compounded annual growth rate from $2.56 per share for the trailing twelve months ended September 30, 2025.
“Our long-term strategic framework outlines the opportunities we have to accelerate our growth, optimize our margin potential, and continue to deliver value through a disciplined deployment of capital across the enterprise,” said President and CEO Bill Krueger. He emphasized leveraging the company’s balanced and diversified portfolio to sustain its track record of growth and shareholder value.
Key elements of the plan include a $60 million capital investment at the Clymers, Indiana ethanol plant, expected to increase ethanol capacity by 30 million gallons by mid-2027. The company also plans to complete the expansion of its export terminal at the Port of Houston in 2026, enhancing soybean meal exports and western grain shipments.
The Andersons will continue to strengthen its geographic presence and merchandising capabilities through the Skyland Grain acquisition and integration. The company aims to enhance customer loyalty by offering customized solutions, operate efficient low-carbon intensity ethanol plants, and maximize 45Z tax credits.
A disciplined capital investment strategy will focus on growth with strong margins and cash flows. The company also reaffirmed its commitment to returning capital to shareholders, continuing its 117-quarter streak of consecutive dividend payments.
Reflecting its financial strength, The Andersons announced a first-quarter 2026 cash dividend of 20 cents per share, payable January 23, 2026, a nearly 3% increase from the previous quarter.
Executive Vice President and CFO Brian Valentine said, “The Andersons is well-positioned to capitalize on favorable macro trends driving growth in agriculture and renewable fuels, enabling strong shareholder value throughout the ag cycle.”
