Loading
LDC Stock: price and insider trades · France
2 insiders bought €12.4M of shares over the last 90 days, the latest filed 23 Sept 2026.
Cluster: 2 buyers in 30 daysLDC: what insiders have been doing
LDC is a Food & Agriculture company. Its directors and officers file their transactions with AMF. The last twelve months, up to 18 October 2026, brought 4 filings signed by 2 insiders.
The flow runs one way only: 2 insiders bought (4 purchases totalling €21.2M) and nobody sold on the market. Buying on the open market means paying the going price with one's own funds, a different act from receiving shares as pay. On the buying side, the filings list 2 board members among the declarants. One trade stands out by size: a purchase of €8.3M from Denis LAMBERT, disclosed on 23 September 2026, or 0.22% of market capitalisation.
The data flag 2 purchases as part of a group of insiders buying within 30 days of each other. A cluster is several different insiders buying the same stock within a short window, a pattern studied more closely than a single purchase. The last purchase on record was published on 23 September 2026, which is 24 days ago. Between a trade and the moment it shows up on AMF, the median delay is 6 days. The regulation allows three business days to notify a trade (MAR article 19).
Across the 316 companies tracked on its exchange, the median is 6 filings; at 4 filings, this issuer sits below that mark. Looking back to 2022, when coverage begins, insiders filed 15 purchases and no sales.
Elsewhere in the same sector, our signals recently picked up insider purchases at Village Farms International, Inc. and Orkla ASA. This summary is built from AMF disclosures alone and does not predict where the share price will go.
Insider Decl.
15
Thresholds
n/a
Buy Volume
€22M
15 ops. · all time
Sell Volume
n/a
n/a
Who traded when
BuySaleDenis LAMBERT2 buys
SOCIETE CIVILE REMY LAMBERT société civile2 buys
Analyst consensus: bullish or bearish?
Analysts rate LDC Strong Buy (bullish), based on 4 analysts. Average price target: €137.75.
Fundamental score
Ranked 2,461 of 24,148 companies
73.6
score / 100
Value82
Quality65
FCF yld7.2%
Earn yld9.1%
EV/EBITDA5.7x
ROE13%
Gross mgn52%
Net mgn4.4%
Debt/EBITDA1.0x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2026FY ended February 2026 · cache
€100.20
Analyst consensus
4 analystsStrong buy
€130.00Target €137.75(+37%)€141.00
Income statement
Revenue€7.3B
Gross profit€3.8B52% margin
EBITDA€751.8M10% margin
Net income€321.5M4.4% margin
Valuation
PER (trailing)10.9x
PER (forward)9.6x
P/Book1.3x
Beta0.49
Balance sheet & cash
Market cap€3.5B
Total debt€717.8M
Free Cash Flow€256.2M
Debt / Equity28%
Profitability & ownership
ROE13.3%
ROA6.1%
% insiders77.5%
% institutions7.7%
Last declaration on 23 September 2026
Declarations15 total
37,801 shares@ €109.300.11% mcap58.5% of flowActionEuronext ParisISIN FR001400SF562026DD1139809
Canonical exit: 14 Dec 2026 (T+90)
75,602 shares@ €109.300.22% mcap56.6% of flowActionEuronext ParisISIN FR001400SF562026DD1139806
Canonical exit: 14 Dec 2026 (T+90)
30,334 shares@ €96.460.072% mcap41.5% of flowActionEuronext ParisISIN FR001400SF562026DD1098704
Canonical exit: 31 May 2026 (T+90)
60,668 shares@ €96.460.14% mcap40.1% of flowActionEuronext ParisISIN FR001400SF562026DD1098709
Canonical exit: 31 May 2026 (T+90)
500 shares@ €90.00100.0% of flowActionEuronext ParisISIN FR00132043362022DD866106
Canonical exit: 9 Jan 2023 (T+90)
200 shares@ €97.200.1% of flowActionEuronext ParisISIN FR00132043362022DD858326
Canonical exit: 17 Oct 2022 (T+90)
468 shares@ €98.000.3% of flowActionEuronext ParisISIN FR00132043362022DD858327
Canonical exit: 18 Oct 2022 (T+90)
360 shares@ €97.96390.2% of flowActionEuronext ParisISIN FR00132043362022DD858328
Canonical exit: 19 Oct 2022 (T+90)
566 shares@ €98.7060.4% of flowActionEuronext ParisISIN FR00132043362022DD858333
Canonical exit: 20 Oct 2022 (T+90)
239 shares@ €92.45520.2% of flowActionEuronext ParisISIN FR00132043362022DD858298
Canonical exit: 10 Oct 2022 (T+90)
1,158 shares@ €95.42420.8% of flowActionEuronext ParisISIN FR00132043362022DD858301
Canonical exit: 11 Oct 2022 (T+90)
345 shares@ €95.68410.2% of flowActionEuronext ParisISIN FR00132043362022DD858302
Canonical exit: 13 Oct 2022 (T+90)
260 shares@ €96.000.2% of flowActionEuronext ParisISIN FR00132043362022DD858303
Canonical exit: 16 Oct 2022 (T+90)
950 shares@ €91.000.6% of flowActionEuronext ParisISIN FR00132043362022DD858296
Canonical exit: 6 Oct 2022 (T+90)
457 shares@ €91.63630.3% of flowActionEuronext ParisISIN FR00132043362022DD858297
Canonical exit: 9 Oct 2022 (T+90)
15 of 15 declarations
About LDC
LDC is one of France’s leading agrifood groups and a major European player in poultry and prepared foods. The company’s roots go back to family trading activities in the early 20th century around Sablé-sur-Sarthe, while the modern group was created in 1970 through the merger of the Lambert, Dodard and Chancereul slaughterhouses. From its original poultry-processing base, LDC has steadily expanded into cutting, further processing and convenience food, building a diversified platform that now spans core protein products and ready-to-eat meals.
Today, LDC is structured around two main divisions: poultry and convenience food. In poultry, the group holds a leading position in France and ranks among the European leaders. It is particularly strong in labelled products, duck, turkey and value-added poultry processing. In convenience food, LDC is the second-largest player in France, with a portfolio that includes cooked meals, Asian products, sandwiches, pizzas and quiches. This broad product mix gives the company access to multiple channels, including supermarkets, foodservice, out-of-home consumption and specialist distribution.
Read moreShow less
The group owns a number of well-known brands such as Le Gaulois, Maître CoQ, Loué and Marie, which are important commercial assets and support its presence across different price points and consumer segments. LDC’s business model is based on a decentralized industrial footprint and a strong local supply-chain approach, summarized by its strategy of producing locally for local markets. The company operates more than 120 production sites across France and Europe and works with a large network of partner farmers, enabling it to secure upstream supply while maintaining traceability and quality control.
Sustainability and animal welfare are central to LDC’s positioning. The group promotes official quality labels, outdoor farming systems and continuous improvement initiatives such as Nature d’Éleveurs, while investing heavily in industrial modernization and process efficiency. Growth has come both organically and through acquisitions in France and abroad, notably in Poland and Hungary, allowing the group to expand its geographical reach while staying close to local consumer preferences. With 2024-2025 revenue of EUR 6.3 billion, more than 26,700 employees and a majority family shareholding, LDC stands out as a stable, vertically integrated food producer with resilient market positioning and long-term exposure to essential food demand.
Recent ranked signals in the same sector
Purchases our model currently ranks for the recommendations list.
All recommendations
