DuPont de Nemours (NYSE:DD – Get Free Report) issued its quarterly earnings data on Tuesday. The basic materials company reported $1.88 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.76 by $0.12, FiscalAI reports. The company had revenue of $1.82 billion during the quarter, compared to the consensus estimate of $1.81 billion. DuPont de Nemours had a net margin of 0.67% and a return on equity of 6.92%. The firm’s revenue was up 4.0% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.12 earnings per share. DuPont de Nemours updated its Q3 2026 guidance to 1.800-1.900 EPS.
Here are the key takeaways from DuPont de Nemours’ conference call:
- DuPont exceeded second-quarter guidance and raised its 2026 outlook. Organic sales grew 4%, operating EBITDA rose 8% to $448 million, adjusted EPS increased 21% to $1.88, and the company lifted its full-year organic growth, EBITDA, and EPS guidance.
- Strong demand in healthcare, aerospace, semiconductors, industrial water, electric-vehicle battery applications, and construction supported results. Management expects second-half organic growth to accelerate to about 6%, aided by pricing already implemented and project activity.
- Productivity and cash-flow execution remained strong. EBITDA margin expanded 80 basis points, free-cash-flow conversion reached 127% in the quarter, and management expects full-year conversion to be closer to 100% than its 90% target.
- Healthcare & Water Technologies’ margin declined 30 basis points because of mix and growth investments, while Middle East project delays pressured the water business. Management said the projects have not been canceled and expects improvement later in the year, but reduced full-year water growth expectations to the low- to mid-single-digit range.
- DuPont plans to launch a $250 million share repurchase in the third quarter while retaining more than $1 billion for potential healthcare and water acquisitions. The company also cited a robust M&A pipeline, including packaging and CDMO opportunities, subject to disciplined valuation and return thresholds.
DuPont de Nemours Stock Performance
Shares of DD stock traded down $1.76 on Thursday, reaching $145.61. The stock had a trading volume of 301,310 shares, compared to its average volume of 1,448,026. DuPont de Nemours has a 12 month low of $87.26 and a 12 month high of $157.98. The firm has a market capitalization of $19.66 billion, a price-to-earnings ratio of 324.01, a P/E/G ratio of 1.34 and a beta of 1.06. The firm’s 50-day moving average is $139.74 and its two-hundred day moving average is $140.43. The company has a quick ratio of 2.11, a current ratio of 2.43 and a debt-to-equity ratio of 0.23.
DuPont de Nemours Cuts Dividend
Analyst Upgrades and Downgrades
A number of equities research analysts recently issued reports on the company. Royal Bank Of Canada lifted their target price on DuPont de Nemours from $168.00 to $180.00 and gave the company an “outperform” rating in a research report on Monday, May 11th. Weiss Ratings reissued a “sell (d+)” rating on shares of DuPont de Nemours in a research report on Monday. BMO Capital Markets raised their target price on shares of DuPont de Nemours from $75.30 to $180.00 and gave the company an “outperform” rating in a research report on Tuesday, May 5th. Morgan Stanley boosted their price target on shares of DuPont de Nemours from $132.00 to $156.00 and gave the stock an “equal weight” rating in a research report on Tuesday, April 28th. Finally, Citigroup raised their price objective on DuPont de Nemours from $168.00 to $170.00 and gave the company a “buy” rating in a report on Thursday, July 2nd. Twelve research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $165.40.
Read Our Latest Report on DuPont de Nemours
Institutional Trading of DuPont de Nemours
A number of hedge funds have recently made changes to their positions in the business. Invesco Ltd. grew its holdings in DuPont de Nemours by 64.4% in the 4th quarter. Invesco Ltd. now owns 14,514,600 shares of the basic materials company’s stock valued at $583,487,000 after buying an additional 5,686,490 shares in the last quarter. Barrow Hanley Mewhinney & Strauss LLC grew its stake in shares of DuPont de Nemours by 242.4% in the fourth quarter. Barrow Hanley Mewhinney & Strauss LLC now owns 7,491,426 shares of the basic materials company’s stock valued at $301,155,000 after acquiring an additional 5,303,219 shares in the last quarter. Nuveen LLC grew its stake in shares of DuPont de Nemours by 18.9% in the fourth quarter. Nuveen LLC now owns 10,662,674 shares of the basic materials company’s stock valued at $428,639,000 after acquiring an additional 1,695,097 shares in the last quarter. Caisse de depot et placement du Quebec increased its position in DuPont de Nemours by 118.8% during the fourth quarter. Caisse de depot et placement du Quebec now owns 2,936,809 shares of the basic materials company’s stock worth $118,060,000 after acquiring an additional 1,594,447 shares during the period. Finally, Merewether Investment Management LP acquired a new stake in DuPont de Nemours in the 3rd quarter worth about $99,689,000. 73.96% of the stock is owned by institutional investors and hedge funds.
About DuPont de Nemours
DuPont de Nemours (NYSE: DD) is a global science and engineering company that develops and supplies specialty materials, chemicals and industrial biosciences for a wide range of markets. Headquartered in Wilmington, Delaware, the company traces its origins to 1802 and has evolved through more than two centuries of innovation. In recent history DuPont participated in a major combination with Dow Chemical and subsequent reorganization that refocused the company on differentiated, specialty businesses built around science-based solutions.
DuPont’s operations center on advanced materials and technologies used by manufacturers and OEMs in industries such as transportation, electronics, construction, industrial manufacturing and worker safety.
Featured Articles
- Five stocks we like better than DuPont de Nemours
- Astera Labs’ Post-Earnings Pullback May Be Last Chance to Buy Below $360
- McDonald’s Stock Sell-Off: Justified Warning or Buying Opportunity?
- Why Brown-Forman Rejected a 23% Premium Twice
- Rocket Lab Lands a Wave of Contracts Ahead of Earnings
Receive News & Ratings for DuPont de Nemours Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for DuPont de Nemours and related companies with MarketBeat.com's FREE daily email newsletter.
