Here’s Why Darling Ingredients (DAR) Traded Lower in Q3

2 weeks ago 8

Soumya Eswaran

Fri, November 14, 2025 astatine 7:56 AM CST 3 min read

Aristotle Atlantic Partners, LLC, an concern advisor, released its “Core Equity Strategy” third-quarter 2025 capitalist letter. The missive highlighted the marketplace review, quarterly performance, and attribution analysis. A transcript of the missive tin beryllium downloaded here. In the quarter, the US equity marketplace rallied, with the S&P 500 Index reaching 8.12%. Bonds besides finished higher successful the period, with the Bloomberg U.S. Aggregate Bond Index expanding 2.03%. The composite has returned 7.22% gross of fees (7.10% nett of fees) successful the quarter, underperforming the S&P 500 Index’s 8.12% gain. Security enactment led to the comparative underperformance of the strategy successful the quarter. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, Aristotle Atlantic Core Equity Strategy highlighted stocks specified arsenic Darling Ingredients Inc. (NYSE:DAR). Darling Ingredients Inc. (NYSE:DAR) develops, produces, and sells earthy ingredients from edible and inedible bio-nutrients. The one-month instrumentality of Darling Ingredients Inc. (NYSE:DAR) was 9.31%, and its shares mislaid 19.56% of their worth implicit the past 52 weeks. On November 4, 2025, Darling Ingredients Inc. (NYSE:DAR) banal closed astatine $34.63 per share, with a marketplace capitalization of $5.478 billion.

Aristotle Atlantic Core Equity Strategy stated the pursuing regarding Darling Ingredients Inc. (NYSE:DAR) successful its 3rd 4th 2025 capitalist letter:

"Darling Ingredients Inc. (NYSE:DAR) detracted from show successful the 3rd 4th arsenic uncertainty astir the timelines for the U.S. Environmental Protection Agency (EPA) finalizing the projected Renewable Volume Obligations (RVOs) weighed connected sentiment. In September, determination was favorable quality that the EPA was proposing to reallocate immoderate of the credits forgiven nether the Small Refinery Exemption (SRE), which could rise the eventual RVOs into adjacent twelvemonth and frankincense alteration a much favorable backdrop for margins connected renewable diesel. We judge that 2025 has played retired with affirmative catalysts for Darling; however, the deficiency of finalization of the proposals led to investors being successful much of a wait-and-see mode."

Darling Ingredients (DAR) Soars 9% connected Trump's Biofuel Policy

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