Insider Buying at Andersons Inc-The Signals Confidence in a Stable Growth Trajectory

On February 11, 2026, President and CEO Krueger William E. executed a sizable block of 27,698 common shares at the market price of $69.20, boosting his post‑transaction ownership to 63,954 shares. The trade came amid a backdrop of strong quarterly performance and a 19.6 % monthly gain that lifted the stock from its 52‑week low of $31.03 to a near‑high of $70.06. Krueger’s purchase is the most substantial move by a single insider in the past week, following a pattern of incremental buying in the last month that has steadily increased his stake from 36,256 shares in late‑January to the current 63,954.

What the Buy Means for Investors

Insider purchases are widely interpreted as a sign that company leadership believes the equity is undervalued or that future prospects justify the current price. Krueger’s recent buying spree coincides with a 0.01 % rise in the share price and a social‑media sentiment score of +89, suggesting that the market is reacting positively to his confidence. The company’s robust fundamentals—an 8‑year high price‑to‑earnings ratio of 32.33, a 69.6 % year‑to‑date rally, and a steady dividend of $0.20 per share—provide a solid backdrop for the buy. Analysts view the transaction as an affirmation that Andersons will continue to deliver stable cash flow from its grain merchandising and fertilizer distribution businesses while expanding retail and railcar leasing operations.

Krueger’s Transaction Profile

Krueger’s insider activity over the past 12 months has been characterized by disciplined, incremental buying and occasional divestitures. In December 2025 he sold 38,200 shares, reducing his stake to 443,339 shares, before buying back 56,160 shares in January 2026. His latest purchase brings his holdings back to roughly 64,000 shares, a 22 % increase from the previous month. Across all filings, Krueger has maintained a net buying position, reflecting a long‑term commitment to the company’s growth plan. His pattern of buying in blocks aligned with quarterly earnings releases indicates a strategic approach to aligning insider holdings with valuation milestones.

Implications for the Company’s Future

The CEO’s recent purchase, coupled with the company’s upward price momentum, suggests that Andersons is positioning itself for continued expansion in the agricultural supply chain. The firm’s focus on grain merchandising, fertilizer distribution, and retail stores is well‑suited to cyclical commodity trends, and its railcar leasing arm offers a diversified revenue stream. For investors, the insider buying signals that the leadership team is confident that the market will recognize the company’s value, potentially supporting further share price appreciation. However, the high P/E and the concentration of insider holdings in a single executive warrant a careful assessment of future earnings guidance and potential dilution from planned share‑based compensation programs.

Bottom Line for Investors

Krueger William E.’s substantial purchase on February 11, 2026, is a bullish indicator that aligns with Andersons’ solid fundamentals and recent market rally. The CEO’s disciplined buying pattern underscores a belief in the company’s long‑term strategy. For shareholders, the trade provides a green light that the company’s management is willing to put skin in the game, which can bolster confidence in the firm’s ongoing value creation. Investors should monitor the company’s earnings releases and any forthcoming capital allocation decisions to gauge whether the insider optimism translates into sustained upside.

DateOwnerTransaction TypeSharesPrice per ShareSecurity
2026-02-11Krueger William E. (President and CEO)Buy27,698.00N/ACommon Stock
2026-02-11Krueger William E. (President and CEO)Buy10,248.00N/ACommon Stock
2026-02-11Krueger William E. (President and CEO)Buy1,289.59N/ACommon Stock
2026-02-11Krueger William E. (President and CEO)Sell15,283.0069.11Common Stock
N/AKrueger William E. (President and CEO)Holding443,339.00N/ACommon Stock
2026-02-11Krueger William E. (President and CEO)Sell27,698.000.00PERFORMANCE SHARE UNIT (EPS) (2026)
2026-02-11Krueger William E. (President and CEO)Sell10,248.000.00PERFORMANCE SHARE UNIT (TSR) (2026)
2026-02-11Krueger William E. (President and CEO)Sell17,450.000.00PERFORMANCE SHARE UNIT (TSR) (2026)
2026-02-11Walz Brian K. (VP & Treasurer)Buy1,884.00N/ACommon Stock
2026-02-11Walz Brian K. (VP & Treasurer)Buy697.00N/ACommon Stock
2026-02-11Walz Brian K. (VP & Treasurer)Buy87.72N/ACommon Stock
2026-02-11Walz Brian K. (VP & Treasurer)Sell922.0069.11Common Stock
2026-02-11Walz Brian K. (VP & Treasurer)Sell1,884.000.00PERFORMANCE SHARE UNIT (EPS) (2026)
2026-02-11Walz Brian K. (VP & Treasurer)Sell697.000.00PERFORMANCE SHARE UNIT (TSR) (2026)
2026-02-11Walz Brian K. (VP & Treasurer)Sell1,187.000.00PERFORMANCE SHARE UNIT (TSR) (2026)
2026-02-11Simmons Mark D (Executive VP, Renewables)Buy730.00N/ACommon Stock
2026-02-11Simmons Mark D (Executive VP, Renewables)Buy270.00N/ACommon Stock
2026-02-11Simmons Mark D (Executive VP, Renewables)Buy33.99N/ACommon Stock
2026-02-11Simmons Mark D (Executive VP, Renewables)Sell359.0069.11Common Stock
2026-02-11Simmons Mark D (Executive VP, Renewables)Sell730.000.00PERFORMANCE SHARE UNIT (EPS) (2026)
2026-02-11Simmons Mark D (Executive VP, Renewables)Sell270.000.00PERFORMANCE SHARE UNIT (TSR) (2026)
2026-02-11Simmons Mark D (Executive VP, Renewables)Sell460.000.00PERFORMANCE SHARE UNIT (TSR) (2026)
2026-02-11Rex Anne G (VP, Strategy, Planning and Dev)Buy1,884.00N/ACommon Stock
2026-02-11Rex Anne G (VP, Strategy, Planning and Dev)Buy697.00N/ACommon Stock
2026-02-11Rex Anne G (VP, Strategy, Planning and Dev)Buy87.72N/ACommon Stock
2026-02-11Rex Anne G (VP, Strategy, Planning and Dev)Sell889.0069.11Common Stock
2026-02-11Rex Anne G (VP, Strategy, Planning and Dev)Sell1,884.000.00PERFORMANCE SHARE UNIT (EPS) (2026)
2026-02-11Rex Anne G (VP, Strategy, Planning and Dev)Sell697.000.00PERFORMANCE SHARE UNIT (TSR) (2026)
2026-02-11Rex Anne G (VP, Strategy, Planning and Dev)Sell1,187.000.00PERFORMANCE SHARE UNIT (TSR) (2026)
2026-02-11Heide Weston (Executive VP, Agribusiness)Buy1,458.00N/ACommon Stock
2026-02-11Heide Weston (Executive VP, Agribusiness)Buy539.00N/ACommon Stock
2026-02-11Heide Weston (Executive VP, Agribusiness)Buy67.87N/ACommon Stock
2026-02-11Heide Weston (Executive VP, Agribusiness)Sell713.0069.11Common Stock
2026-02-11Heide Weston (Executive VP, Agribusiness)Sell1,458.000.00PERFORMANCE SHARE UNIT (EPS) (2026)
2026-02-11Heide Weston (Executive VP, Agribusiness)Sell539.000.00PERFORMANCE SHARE UNIT (TSR) (2026)
2026-02-11Heide Weston (Executive VP, Agribusiness)Sell919.000.00PERFORMANCE SHARE UNIT (TSR) (2026)
2026-02-11Bowe Patrick E. ()Buy39,360.00N/ACommon Stock
2026-02-11Bowe Patrick E. ()Buy14,563.00N/ACommon Stock
2026-02-11Bowe Patrick E. ()Buy1,832.57N/ACommon Stock
2026-02-11Bowe Patrick E. ()Sell22,558.0069.11Common Stock
2026-02-11Bowe Patrick E. ()Sell39,360.000.00PERFORMANCE SHARE UNIT (EPS) (2026)
2026-02-11Bowe Patrick E. ()Sell14,563.000.00PERFORMANCE SHARE UNIT (TSR) (2026)
2026-02-11Bowe Patrick E. ()Sell24,797.000.00PERFORMANCE SHARE UNIT (TSR) (2026)
2026-02-11Valentine Brian A (EVP & Chief Financial Officer)Buy8,528.00N/ACommon Stock
2026-02-11Valentine Brian A (EVP & Chief Financial Officer)Buy3,155.00N/ACommon Stock
2026-02-11Valentine Brian A (EVP & Chief Financial Officer)Buy397.05N/ACommon Stock
2026-02-11Valentine Brian A (EVP & Chief Financial Officer)Sell3,542.0069.11Common Stock
2026-02-11Valentine Brian A (EVP & Chief Financial Officer)Sell8,528.000.00PERFORMANCE SHARE UNIT (EPS) (2026)
2026-02-11Valentine Brian A (EVP & Chief Financial Officer)Sell3,155.000.00PERFORMANCE SHARE UNIT (TSR) (2026)
2026-02-11Valentine Brian A (EVP & Chief Financial Officer)Sell5,373.000.00PERFORMANCE SHARE UNIT (TSR) (2026)
2026-02-11Hoelter Michael T. (VP, Corp Controller & IR)Buy1,672.00N/ACommon Stock
2026-02-11Hoelter Michael T. (VP, Corp Controller & IR)Buy619.00N/ACommon Stock
2026-02-11Hoelter Michael T. (VP, Corp Controller & IR)Buy77.86N/ACommon Stock
2026-02-11Hoelter Michael T. (VP, Corp Controller & IR)Sell804.0069.11Common Stock
2026-02-11Hoelter Michael T. (VP, Corp Controller & IR)Sell1,672.00N/APERFORMANCE SHARE UNIT (EPS) (2026)
2026-02-11Hoelter Michael T. (VP, Corp Controller & IR)Sell619.00N/APERFORMANCE SHARE UNIT (TSR) (2026)
2026-02-11Hoelter Michael T. (VP, Corp Controller & IR)Sell1,053.00N/APERFORMANCE SHARE UNIT (TSR) (2026)