- On 27 June 2026, Darling Ingredients Inc. (NYSE:DAR) was removed from multiple Russell growth benchmarks, including the Russell 1000, 2500, 3000, Midcap, Small Cap Composite, and 3000E Growth indexes.
- This broad removal from major Russell growth indexes could alter how index funds and quantitative investors view and trade Darling Ingredients' shares.
- We’ll now explore how Darling Ingredients’ removal from several Russell growth benchmarks may influence its existing investment narrative and risk profile.
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Darling Ingredients Investment Narrative Recap
To own Darling Ingredients today, you need to believe in its ability to turn waste and animal by products into higher value ingredients and renewable fuels while managing policy and feedstock volatility. The broad removal from Russell growth indexes may affect trading technicals and liquidity in the short term, but it does not materially change the near term focus on renewable diesel margin recovery and the key risk around regulatory uncertainty and profitability in the Fuel segment.
Against this backdrop, the upcoming Analyst and Investor Day on 4 May 2026 looks especially relevant. Management plans to outline a three year outlook, which should give more color on how Darling sees its renewable fuels margins, feedstock costs, and the Nextida collagen platform progressing after the index removals. For investors, this update may help reassess both the upside from policy support and the company’s capacity to keep deleveraging while funding growth.
Yet while index changes can seem technical, investors should be aware that they may amplify the impact of any renewed pressure on renewable diesel margins and feedstock costs...
Read the full narrative on Darling Ingredients (it's free!)
Darling Ingredients' narrative projects $7.2 billion revenue and $676.3 million earnings by 2029.
Uncover how Darling Ingredients' forecasts yield a $72.17 fair value, a 25% upside to its current price.
Exploring Other Perspectives
Some of the most optimistic analysts were expecting earnings to climb toward about US$695.6 million by 2029, but the Russell removals and the risk of rising capital expenditures for growth and environmental compliance highlight how differently you and other investors might judge Darling’s path from here.
Explore 3 other fair value estimates on Darling Ingredients - why the stock might be worth just $72.17!
Form Your Own Verdict
Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts.
- A great starting point for your Darling Ingredients research is our analysis highlighting 4 key rewards and 2 important warning signs that could impact your investment decision.
- Our free Darling Ingredients research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Darling Ingredients' overall financial health at a glance.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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