Darling Ingredients Surges on RVO Momentum and Strong Q1 Performance
Darling Ingredients Inc. (DAR) experienced significant stock momentum in the first quarter of 2026, driven by positive developments regarding the Environmental Protection Agency’s Renewable Volume Obligation (RVO). According to Aristotle Capital Management’s Q1 2026 investor letter, the finalization of the RVO in late March exceeded market expectations, signaling improved margins for Darling’s joint venture, Diamond Green Diesel. The stock closed at $62.26 on May 12, 2026, marking a 6.01% one-month return and a substantial 78.31% gain over the past 52 weeks, resulting in a $10 billion market capitalization. Financially, the company reported total sales of $1.6 billion in Q1 2026, an increase from $1.4 billion in the same period of 2025. Despite this growth, hedge fund holdings decreased slightly from 51 to 47 portfolios between quarters. While Aristotle Core Equity Fund highlighted DAR as a top contributor amidst a declining U.S. equity market, other analysts suggest that certain AI stocks may currently offer better risk-adjusted upside potential compared to Darling Ingredients.
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