DuPont de Nemours (NYSE:DD) Announces Quarterly 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, beating analysts’ consensus estimates of $0.43 by $0.03, FiscalAI reports. DuPont de Nemours had a positive return on equity of 7.37% and a negative net margin of 7.03%.The company had revenue of $1.69 billion for the quarter, compared to analysts’ expectations of $1.69 billion. During the same period last year, the firm earned $1.13 earnings per share. DuPont de Nemours’s quarterly revenue 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.

Here are the key takeaways from DuPont de Nemours’ conference call:

• DuPont finished 2025 ahead of guidance with organic sales +2%, operating EBITDA +6%, adjusted EPS of $1.68 (+16%), and provided 2026 guidance targeting ~3% organic growth, adj. EPS $2.25–$2.30, 60–80 bps margin expansion and >90% free‑cash‑flow conversion.
• Management emphasized operational and commercial execution—building a companywide business system, new KPIs and Kaizen initiatives—while launching >125 new products in 2025 that generated >$2 billion of sales and a Vitality Index of ~30%, which management says is driving margin uplift.
• Segment outlook is mixed—Healthcare & Water expected to grow mid‑single digits (strength in medical packaging, devices and RO/ion exchange), while Diversified Industrials faced a Q4 organic decline (-4%) from shelter/construction weakness and an APAC distributor change, though aerospace orders are improving.
• Capital allocation remains shareholder‑friendly—Aramids sale (expected close ~Q1) should deliver roughly $1B after tax, the company completed a $500M ASR, retains a $2B repurchase authorization, intends to keep dividends, and is selectively pursuing M&A (notably in healthcare).

DuPont de Nemours Trading Up 0.7%

DuPont de Nemours stock opened at $51.87 on Thursday. The stock has a 50-day moving average price of $42.91 and a 200 day moving average price of $36.99. DuPont de Nemours has a 52 week low of $22.50 and a 52 week high of $51.88. The stock has a market cap of $21.73 billion, a PE ratio of -27.89, a P/E/G ratio of 3.41 and a beta of 1.10. The company has a current ratio of 2.42, a quick ratio of 1.63 and a debt-to-equity ratio of 0.22.

Wall Street Analysts Forecast Growth

A number of analysts have weighed in on the company. Wolfe Research increased their price objective on DuPont de Nemours from $44.00 to $49.00 and gave the stock an “outperform” rating in a research report on Friday, January 16th. Royal Bank Of Canada upped their price objective on shares of DuPont de Nemours from $48.00 to $51.00 and gave the stock an “outperform” rating in a research report on Wednesday, January 21st. Citigroup lifted their target price on shares of DuPont de Nemours from $50.00 to $59.00 and gave the company a “buy” rating in a report on Wednesday. Wall Street Zen raised shares of DuPont de Nemours to a “hold” rating in a report on Saturday, January 10th. Finally, UBS Group increased their target price on DuPont de Nemours from $49.00 to $56.00 and gave the stock a “buy” rating in a research note on Wednesday. Twelve research analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $49.46.

Insider Buying and Selling at DuPont de Nemours

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

Institutional Trading of DuPont de Nemours

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

DuPont de Nemours announced that its board has initiated a share repurchase plan on Thursday, November 6th that authorizes the company to repurchase $2.00 billion in outstanding shares. This repurchase authorization authorizes the basic materials company to reacquire up to 12.2% of its shares through open market purchases. Shares repurchase plans are often an indication that the company’s board believes its shares are undervalued.

More DuPont de Nemours News

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

• Positive Sentiment: Q4 results and 2026 guidance: DD reported Q4 earnings that topped estimates and provided FY‑2026 EPS guidance, signaling better-than-expected operating performance and narrowing losses — a primary catalyst for the rally. Zacks: DuPont Tops Earnings
• Positive Sentiment: Analyst upgrades — Citigroup: Citigroup raised its price target to $59 and maintained a Buy rating, adding upward momentum to the stock. Citigroup PT Raise
• Positive Sentiment: Analyst upgrades — Jefferies: Jefferies lifted its target to $59 and kept a Buy rating, reinforcing buy-side momentum. Jefferies PT Raise
• Positive Sentiment: Analyst upgrades — UBS: UBS raised its target to $56 (Buy), supporting expectations for further upside. UBS PT Raise
• Positive Sentiment: Analyst upgrades — KeyCorp & Wells Fargo & Mizuho: Multiple firms raised targets (KeyCorp to $57, Wells Fargo to $55, Mizuho to $52), a clustered upgrade cycle that often fuels short‑term buying. KeyCorp / Wells Fargo / Mizuho Coverage
• Positive Sentiment: Innovation accolade: DuPont’s FilmTec™ Fortilife™ XC160UHP membrane was named a finalist in the 2026 Edison Awards (Water, Food & Agriculture), highlighting product-led growth in industrial water reuse — a strategic growth area. PR Newswire: Edison Awards Finalist
• Neutral Sentiment: Earnings-call color: Management highlighted improving profitability and cost discipline but acknowledged headwinds to growth; investors will watch execution versus guidance. Globe and Mail: Earnings Call
• Neutral Sentiment: Analyst/market commentary: Several pieces debate whether DD’s multi‑year gains leave less upside and dissect segment-level growth; useful for longer‑term positioning but less catalytic than earnings/ratings. Yahoo: Is It Too Late?
• Negative Sentiment: Rising short interest: Short interest grew ~23.6% in January (~9.24M shares), which can amplify volatility on mixed news and suggests some bearish positioning. MSN: Short Interest Report

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.