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.
| Date | Owner | Transaction Type | Shares | Price per Share | Security |
|---|---|---|---|---|---|
| 2026-02-11 | Krueger William E. (President and CEO) | Buy | 27,698.00 | N/A | Common Stock |
| 2026-02-11 | Krueger William E. (President and CEO) | Buy | 10,248.00 | N/A | Common Stock |
| 2026-02-11 | Krueger William E. (President and CEO) | Buy | 1,289.59 | N/A | Common Stock |
| 2026-02-11 | Krueger William E. (President and CEO) | Sell | 15,283.00 | 69.11 | Common Stock |
| N/A | Krueger William E. (President and CEO) | Holding | 443,339.00 | N/A | Common Stock |
| 2026-02-11 | Krueger William E. (President and CEO) | Sell | 27,698.00 | 0.00 | PERFORMANCE SHARE UNIT (EPS) (2026) |
| 2026-02-11 | Krueger William E. (President and CEO) | Sell | 10,248.00 | 0.00 | PERFORMANCE SHARE UNIT (TSR) (2026) |
| 2026-02-11 | Krueger William E. (President and CEO) | Sell | 17,450.00 | 0.00 | PERFORMANCE SHARE UNIT (TSR) (2026) |
| 2026-02-11 | Walz Brian K. (VP & Treasurer) | Buy | 1,884.00 | N/A | Common Stock |
| 2026-02-11 | Walz Brian K. (VP & Treasurer) | Buy | 697.00 | N/A | Common Stock |
| 2026-02-11 | Walz Brian K. (VP & Treasurer) | Buy | 87.72 | N/A | Common Stock |
| 2026-02-11 | Walz Brian K. (VP & Treasurer) | Sell | 922.00 | 69.11 | Common Stock |
| 2026-02-11 | Walz Brian K. (VP & Treasurer) | Sell | 1,884.00 | 0.00 | PERFORMANCE SHARE UNIT (EPS) (2026) |
| 2026-02-11 | Walz Brian K. (VP & Treasurer) | Sell | 697.00 | 0.00 | PERFORMANCE SHARE UNIT (TSR) (2026) |
| 2026-02-11 | Walz Brian K. (VP & Treasurer) | Sell | 1,187.00 | 0.00 | PERFORMANCE SHARE UNIT (TSR) (2026) |
| 2026-02-11 | Simmons Mark D (Executive VP, Renewables) | Buy | 730.00 | N/A | Common Stock |
| 2026-02-11 | Simmons Mark D (Executive VP, Renewables) | Buy | 270.00 | N/A | Common Stock |
| 2026-02-11 | Simmons Mark D (Executive VP, Renewables) | Buy | 33.99 | N/A | Common Stock |
| 2026-02-11 | Simmons Mark D (Executive VP, Renewables) | Sell | 359.00 | 69.11 | Common Stock |
| 2026-02-11 | Simmons Mark D (Executive VP, Renewables) | Sell | 730.00 | 0.00 | PERFORMANCE SHARE UNIT (EPS) (2026) |
| 2026-02-11 | Simmons Mark D (Executive VP, Renewables) | Sell | 270.00 | 0.00 | PERFORMANCE SHARE UNIT (TSR) (2026) |
| 2026-02-11 | Simmons Mark D (Executive VP, Renewables) | Sell | 460.00 | 0.00 | PERFORMANCE SHARE UNIT (TSR) (2026) |
| 2026-02-11 | Rex Anne G (VP, Strategy, Planning and Dev) | Buy | 1,884.00 | N/A | Common Stock |
| 2026-02-11 | Rex Anne G (VP, Strategy, Planning and Dev) | Buy | 697.00 | N/A | Common Stock |
| 2026-02-11 | Rex Anne G (VP, Strategy, Planning and Dev) | Buy | 87.72 | N/A | Common Stock |
| 2026-02-11 | Rex Anne G (VP, Strategy, Planning and Dev) | Sell | 889.00 | 69.11 | Common Stock |
| 2026-02-11 | Rex Anne G (VP, Strategy, Planning and Dev) | Sell | 1,884.00 | 0.00 | PERFORMANCE SHARE UNIT (EPS) (2026) |
| 2026-02-11 | Rex Anne G (VP, Strategy, Planning and Dev) | Sell | 697.00 | 0.00 | PERFORMANCE SHARE UNIT (TSR) (2026) |
| 2026-02-11 | Rex Anne G (VP, Strategy, Planning and Dev) | Sell | 1,187.00 | 0.00 | PERFORMANCE SHARE UNIT (TSR) (2026) |
| 2026-02-11 | Heide Weston (Executive VP, Agribusiness) | Buy | 1,458.00 | N/A | Common Stock |
| 2026-02-11 | Heide Weston (Executive VP, Agribusiness) | Buy | 539.00 | N/A | Common Stock |
| 2026-02-11 | Heide Weston (Executive VP, Agribusiness) | Buy | 67.87 | N/A | Common Stock |
| 2026-02-11 | Heide Weston (Executive VP, Agribusiness) | Sell | 713.00 | 69.11 | Common Stock |
| 2026-02-11 | Heide Weston (Executive VP, Agribusiness) | Sell | 1,458.00 | 0.00 | PERFORMANCE SHARE UNIT (EPS) (2026) |
| 2026-02-11 | Heide Weston (Executive VP, Agribusiness) | Sell | 539.00 | 0.00 | PERFORMANCE SHARE UNIT (TSR) (2026) |
| 2026-02-11 | Heide Weston (Executive VP, Agribusiness) | Sell | 919.00 | 0.00 | PERFORMANCE SHARE UNIT (TSR) (2026) |
| 2026-02-11 | Bowe Patrick E. () | Buy | 39,360.00 | N/A | Common Stock |
| 2026-02-11 | Bowe Patrick E. () | Buy | 14,563.00 | N/A | Common Stock |
| 2026-02-11 | Bowe Patrick E. () | Buy | 1,832.57 | N/A | Common Stock |
| 2026-02-11 | Bowe Patrick E. () | Sell | 22,558.00 | 69.11 | Common Stock |
| 2026-02-11 | Bowe Patrick E. () | Sell | 39,360.00 | 0.00 | PERFORMANCE SHARE UNIT (EPS) (2026) |
| 2026-02-11 | Bowe Patrick E. () | Sell | 14,563.00 | 0.00 | PERFORMANCE SHARE UNIT (TSR) (2026) |
| 2026-02-11 | Bowe Patrick E. () | Sell | 24,797.00 | 0.00 | PERFORMANCE SHARE UNIT (TSR) (2026) |
| 2026-02-11 | Valentine Brian A (EVP & Chief Financial Officer) | Buy | 8,528.00 | N/A | Common Stock |
| 2026-02-11 | Valentine Brian A (EVP & Chief Financial Officer) | Buy | 3,155.00 | N/A | Common Stock |
| 2026-02-11 | Valentine Brian A (EVP & Chief Financial Officer) | Buy | 397.05 | N/A | Common Stock |
| 2026-02-11 | Valentine Brian A (EVP & Chief Financial Officer) | Sell | 3,542.00 | 69.11 | Common Stock |
| 2026-02-11 | Valentine Brian A (EVP & Chief Financial Officer) | Sell | 8,528.00 | 0.00 | PERFORMANCE SHARE UNIT (EPS) (2026) |
| 2026-02-11 | Valentine Brian A (EVP & Chief Financial Officer) | Sell | 3,155.00 | 0.00 | PERFORMANCE SHARE UNIT (TSR) (2026) |
| 2026-02-11 | Valentine Brian A (EVP & Chief Financial Officer) | Sell | 5,373.00 | 0.00 | PERFORMANCE SHARE UNIT (TSR) (2026) |
| 2026-02-11 | Hoelter Michael T. (VP, Corp Controller & IR) | Buy | 1,672.00 | N/A | Common Stock |
| 2026-02-11 | Hoelter Michael T. (VP, Corp Controller & IR) | Buy | 619.00 | N/A | Common Stock |
| 2026-02-11 | Hoelter Michael T. (VP, Corp Controller & IR) | Buy | 77.86 | N/A | Common Stock |
| 2026-02-11 | Hoelter Michael T. (VP, Corp Controller & IR) | Sell | 804.00 | 69.11 | Common Stock |
| 2026-02-11 | Hoelter Michael T. (VP, Corp Controller & IR) | Sell | 1,672.00 | N/A | PERFORMANCE SHARE UNIT (EPS) (2026) |
| 2026-02-11 | Hoelter Michael T. (VP, Corp Controller & IR) | Sell | 619.00 | N/A | PERFORMANCE SHARE UNIT (TSR) (2026) |
| 2026-02-11 | Hoelter Michael T. (VP, Corp Controller & IR) | Sell | 1,053.00 | N/A | PERFORMANCE SHARE UNIT (TSR) (2026) |




