Bank of America Securities analyst Conor Fitzpatrick maintained a Buy rating on Darling Ingredients yesterday and set a price target of $50.00.
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Conor Fitzpatrick has given his Buy rating due to a combination of factors influencing Darling Ingredients’ market position. The potential removal of the RIN import penalty could ease the implementation of 2026 RINs demand growth, which is expected to offset any lost upside in the Feed segment. This regulatory change is anticipated to increase total RINs and feed demand, benefiting the company’s Fuel business by reducing uncertainties in the biofuel market balance.
Furthermore, the existing protectionist measures, such as 45Z-related tariffs, are likely to drive feed inflation, which could enhance the Feed Ingredients segment’s EBITDA. Despite the potential capping of Feed upside due to RINs policy adjustments, the overall policy environment for 2026 appears favorable for Darling Ingredients’ domestic operations. Fitzpatrick maintains a Buy rating with a price objective of $50, reflecting confidence in the company’s ability to navigate these regulatory changes and capitalize on market opportunities.