Ophir Asset Management has acquired 728,724 shares of The Andersons for $38.75 million, securing a 4.35% stake in the agricultural company. The investment was disclosed on 17 February 2026. The Andersons reported fourth-quarter net income of $67 million, up 22% year-on-year, with adjusted earnings reaching a record $2.04 per share. The company's renewables segment generated $54 million in pre-tax income, driven by strong ethanol production. BMO Capital raised its price target for The Andersons from $65 to $75 whilst maintaining an Outperform rating. The company is investing in capacity expansion at its Clymers, Indiana facility, expected to add 30 million gallons of annual production by 2027, and upgrading infrastructure at the Port of Houston.

Ophir Asset Management disclosed a new position in The Andersons, acquiring 728,724 shares valued at $38.75 million on 17 February 2026. The stake represents 4.35% of the fund's reportable US equity assets. The Andersons shares were trading at $63.57, up 54% over the past year, significantly outperforming the S&P 500's roughly 16% gain during the same period. The diversified agribusiness company reported fourth-quarter net income of approximately $67 million, or $1.97 per diluted share, up 22% year-over-year, with adjusted earnings reaching a record $2.04 per share. The company generates revenue through grain merchandising, ethanol production, plant nutrients and related agricultural products. Its renewables pretax income climbed to approximately $54 million, whilst the agribusiness segment generated about $46 million in pretax income.

The Andersons reported fourth-quarter net income of $67 million, or $1.97 per diluted share, reaching a record $70 million on an adjusted basis. Full-year net income was $96 million, or $2.79 per diluted share, with adjusted EBITDA of $337 million for the year. The Renewables segment posted fourth-quarter pretax income of $54 million on record production and favourable biofuels policy, including $15 million in 45Z tax credits. Agribusiness generated fourth-quarter pretax income of $46 million, benefiting from robust harvest operations and strong sorghum exports through its Houston port facility. The company's long-term debt to adjusted EBITDA ratio of 1.8 times remains below its 2.5 times target. The Andersons is pursuing strategic investments, including a $60 million expansion at its Indiana ethanol facility and continued development of its Houston port operations.