The Andersons, Inc. unveiled its growth strategy during its 2025 Investor Day, 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. “We will leverage our balanced and diversified portfolio to continue our long track record of delivering growth and value for our shareholders.”
Key elements of the plan include a $60 million capital investment at the Clymers, Indiana ethanol plant, expected to add 30 million gallons of ethanol capacity 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.
Further growth will come from expanding geographic presence and merchandising capabilities through the Skyland Grain acquisition, providing customized customer solutions, and focusing on efficient, low-carbon intensity ethanol plants to maximize 45Z tax credits.
The Andersons will maintain a disciplined capital investment strategy to drive strong margins and cash flow while continuing its 25-year track record of consecutive dividend payments and opportunistic share repurchases.
Executive Vice President and CFO Brian Valentine said, “Our strategy enables us to continue delivering strong shareholder value throughout the ag cycle.”
Additionally, The Andersons declared a first-quarter 2026 cash dividend of 20 cents per share, payable January 23, 2026, marking a nearly 3% increase from the previous quarter and the company’s 117th consecutive quarterly dividend.
