DuPont de Nemours (NYSE:DD) Posts Earnings Results, Beats Estimates By $0.03 EPS

DuPont de Nemours (NYSE:DD) posted its quarterly earnings results on Tuesday. The basic materials company reported $0.46 earnings per share for the quarter, topping analysts’ consensus estimates of $0.43 by $0.03, FiscalAI reports. DuPont de Nemours had a positive return on equity of 7.81% and a negative net margin of 6.17%.The business had revenue of $1.69 billion for the quarter, compared to the consensus estimate of $1.69 billion. During the same period in the prior year, the business earned $1.13 EPS. The firm’s revenue for the quarter was up .2% on a year-over-year basis. DuPont de Nemours updated its FY 2026 guidance to 2.250-2.300 EPS and its Q1 2026 guidance to 0.480-0.480 EPS.

DuPont de Nemours Stock Up 0.9%

Shares of NYSE:DD opened at $47.15 on Tuesday. The stock has a market capitalization of $19.75 billion, a P/E ratio of -25.63, a price-to-earnings-growth ratio of 3.41 and a beta of 1.10. DuPont de Nemours has a 12-month low of $22.50 and a 12-month high of $48.03. The stock’s 50-day moving average price is $42.47 and its 200-day moving average price is $36.76. The company has a current ratio of 2.00, a quick ratio of 1.63 and a debt-to-equity ratio of 0.30.

DuPont de Nemours declared that its Board of Directors has initiated a share buyback plan on Thursday, November 6th that authorizes the company to buyback $2.00 billion in outstanding shares. This buyback authorization authorizes the basic materials company to repurchase up to 12.2% of its shares through open market purchases. Shares buyback plans are usually a sign that the company’s management believes its shares are undervalued.

Key Stories Impacting DuPont de Nemours

Here are the key news stories impacting DuPont de Nemours this week:

• Positive Sentiment: Q4 adjusted earnings beat and strong adjusted metrics: DuPont reported adjusted EPS of $0.46 vs. consensus ~$0.42 and highlighted operating EBITDA and transaction-adjusted free cash flow strength, which supports valuation and investor confidence. Press Release
• Positive Sentiment: Raised/initiated guidance above Street: DD set FY 2026 EPS guidance of $2.25–2.30 (consensus ~2.16) and Q1 2026 EPS of $0.48 (vs. consensus ~0.47), and revenue guidance modestly above estimates — these beats/raises are the primary driver of bullish sentiment. Guidance Detail
• Positive Sentiment: Product/portfolio wins: DuPont added the FilmTec MXP RO-8038-FF element to its dairy portfolio, which can drive niche growth and cross-sell opportunities in filtration/dairy processing. DD Adds FilmTec
• Neutral Sentiment: Revenue roughly in line: Q4 net sales were flat at ~$1.7B (organic -1%); FY revenue guidance of ~$7.1B is only modestly above consensus, so top-line upside is limited. PR Newswire
• Negative Sentiment: Segment weakness and GAAP items: Building technologies saw weakness from a soft construction market, and GAAP results included a loss from continuing operations and a negative net margin — these raise questions about near-term growth and profitability normalization. WSJ: Flat Sales
• Negative Sentiment: One-time/transaction costs affect GAAP metrics: Separation-related and transaction costs weighed on GAAP EPS and cash from ops, meaning adjusted numbers drive sentiment but GAAP volatility could concern some investors. PR Newswire

Insider Buying and Selling at DuPont de Nemours

In other DuPont de Nemours news, SVP Erik T. Hoover sold 6,005 shares of the firm’s stock in a transaction on Friday, November 28th. The shares were sold at an average price of $39.79, for a total value of $238,938.95. Following the sale, the senior vice president owned 112,101 shares of the company’s stock, valued at $4,460,498.79. This trade represents a 5.08% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Lori Koch sold 9,011 shares of the company’s stock in a transaction that occurred on Friday, November 28th. The shares were sold at an average price of $39.46, for a total value of $355,574.06. Following the transaction, the chief executive officer owned 288,326 shares of the company’s stock, valued at approximately $11,377,343.96. This represents a 3.03% decrease in their position. The SEC filing for this sale provides additional information. Corporate insiders own 0.61% of the company’s stock.

Hedge Funds Weigh In On DuPont de Nemours

A number of hedge funds have recently modified their holdings of DD. Palisade Asset Management LLC bought a new position in shares of DuPont de Nemours during the third quarter worth $26,000. Imprint Wealth LLC purchased a new stake in DuPont de Nemours in the 3rd quarter worth $27,000. Measured Wealth Private Client Group LLC bought a new position in shares of DuPont de Nemours during the 3rd quarter valued at about $30,000. MUFG Securities EMEA plc purchased a new position in shares of DuPont de Nemours during the second quarter valued at about $85,000. Finally, Johnson Financial Group Inc. increased its holdings in shares of DuPont de Nemours by 182.9% in the third quarter. Johnson Financial Group Inc. now owns 1,344 shares of the basic materials company’s stock worth $105,000 after purchasing an additional 869 shares during the last quarter. 73.96% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

DD has been the subject of several analyst reports. Royal Bank Of Canada increased their price objective on DuPont de Nemours from $48.00 to $51.00 and gave the stock an “outperform” rating in a research note on Wednesday, January 21st. KeyCorp boosted their target price on shares of DuPont de Nemours from $45.00 to $51.00 and gave the company an “overweight” rating in a research note on Friday, January 9th. UBS Group upped their price target on DuPont de Nemours from $46.00 to $49.00 and gave the company a “buy” rating in a research report on Wednesday, January 7th. Wells Fargo & Company cut their price objective on shares of DuPont de Nemours from $100.00 to $50.00 and set an “overweight” rating for the company in a report on Friday, November 7th. Finally, Wall Street Zen upgraded DuPont de Nemours to a “hold” rating in a research note on Saturday, January 10th. Eleven analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, DuPont de Nemours presently has a consensus rating of “Moderate Buy” and an average target price of $46.42.

DuPont de Nemours Company Profile

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.