DuPont de Nemours (NYSE:DD) Releases Q1 2026 Earnings Guidance

DuPont de Nemours (NYSE:DD) updated its first quarter 2026 earnings guidance on Tuesday. The company provided earnings per share guidance of 0.480-0.480 for the period, compared to the consensus earnings per share estimate of 0.470. The company issued revenue guidance of $1.7 billion-$1.7 billion, compared to the consensus revenue estimate of $1.7 billion. DuPont de Nemours also updated its FY 2026 guidance to 2.250-2.300 EPS.

Analyst Upgrades and Downgrades

Several analysts have recently commented on DD shares. Argus decreased their target price on DuPont de Nemours from $86.00 to $52.00 and set a “buy” rating for the company in a research report on Thursday, February 5th. UBS Group increased their price objective on DuPont de Nemours from $49.00 to $56.00 and gave the stock a “buy” rating in a research note on Wednesday. Mizuho lifted their target price on DuPont de Nemours from $46.00 to $52.00 and gave the company an “outperform” rating in a research note on Tuesday. Wall Street Zen upgraded DuPont de Nemours to a “hold” rating in a report on Saturday, January 10th. Finally, Deutsche Bank Aktiengesellschaft reduced their price target on shares of DuPont de Nemours from $90.00 to $46.00 and set a “buy” rating for the company in a research report on Tuesday, November 25th. 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. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $49.46.

DuPont de Nemours Stock Up 4.0%

Shares of DuPont de Nemours stock opened at $51.42 on Thursday. The firm has a market cap of $21.54 billion, a price-to-earnings ratio of -27.64, a P/E/G ratio of 3.41 and a beta of 1.10. The stock has a 50-day simple moving average of $42.91 and a 200-day simple moving average of $36.99. DuPont de Nemours has a 52-week low of $22.50 and a 52-week high of $51.88. The company has a debt-to-equity ratio of 0.22, a current ratio of 2.42 and a quick ratio of 1.63.

DuPont de Nemours (NYSE:DD) last released its quarterly earnings data on Tuesday, February 10th. The basic materials company reported $0.46 EPS for the quarter, topping analysts’ consensus estimates of $0.43 by $0.03. The firm had revenue of $1.69 billion for the quarter, compared to the consensus estimate of $1.69 billion. DuPont de Nemours had a positive return on equity of 7.37% and a negative net margin of 7.03%.The firm’s revenue was up .2% on a year-over-year basis. During the same quarter in the prior year, the company posted $1.13 earnings per share. DuPont de Nemours has set its FY 2026 guidance at 2.250-2.300 EPS and its Q1 2026 guidance at 0.480-0.480 EPS. On average, equities research analysts expect that DuPont de Nemours will post 4.38 earnings per share for the current fiscal year.

DuPont de Nemours declared that its board has authorized a share repurchase plan on Thursday, November 6th that allows the company to buyback $2.00 billion in outstanding shares. This buyback authorization allows the basic materials company to reacquire up to 12.2% of its stock through open market purchases. Stock buyback plans are often a sign that the company’s management believes its shares are undervalued.

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 transaction of $355,574.06. Following the transaction, the chief executive officer directly owned 288,326 shares in the company, valued at $11,377,343.96. This trade represents a 3.03% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, SVP Erik T. Hoover sold 6,005 shares of the company’s stock in a transaction dated Friday, November 28th. The stock was 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 approximately $4,460,498.79. This trade represents a 5.08% decrease in their position. The SEC filing for this sale provides additional information. 0.61% of the stock is currently owned by insiders.

More DuPont de Nemours News

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

• Positive Sentiment: DuPont beat Q4 adjusted EPS expectations and issued stronger 2026 guidance: adjusted Q4 EPS $0.46 vs. $0.43 consensus, revenue roughly in line at ~$1.69B, and management set FY‑2026 EPS guidance of $2.25–$2.30 (above Street) and Q1‑2026 EPS of $0.48. These results + guidance are the primary bullish catalyst. PR Newswire: DuPont Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Heavy analyst support: multiple firms raised price targets and maintained buy/overweight ratings (Wells Fargo to $55, Citi to $59, Jefferies to $59, UBS to $56, KeyCorp to $57, Mizuho to $52). These upgrades reinforce the bullish narrative and likely contributed to intraday buying. Benzinga coverage of analyst actions
• Positive Sentiment: Analyst/market commentary highlights operational improvements — coverage (Barron’s, Seeking Alpha summaries, and call transcripts) emphasizes leaner operations and narrowing losses, supporting a re‑rating if margins keep improving. Barron’s: DuPont Earnings Beat
• Neutral Sentiment: Analyst writeups and deeper reads note growth is uneven — some businesses (Healthcare & Water) improved, while others are flat; commentary frames the results as operationally positive but not a broad growth breakout. Seeking Alpha: Analysis
• Neutral Sentiment: Coverage pieces asking whether it’s “too late” or comparing peers provide longer‑term context but are unlikely to move the stock near term. Yahoo Finance: Is It Too Late To Consider DuPont?
• Negative Sentiment: Sales were essentially flat year‑over‑year and the building technologies unit was hurt by weak construction activity — a reminder growth headwinds remain in parts of the business. WSJ: Flat Sales Amid Weak Construction
• Negative Sentiment: Short interest rose notably in January (≈23.6% increase to ~9.24M shares), which can add volatility and selling pressure if sentiment turns negative — watch days‑to‑cover and any second‑wave analyst reactions.

Institutional Investors Weigh In On DuPont de Nemours

A number of large investors have recently added to or reduced their stakes in the stock. Brighton Jones LLC lifted its position in DuPont de Nemours by 19.6% during the 4th quarter. Brighton Jones LLC now owns 5,012 shares of the basic materials company’s stock worth $382,000 after acquiring an additional 822 shares during the last quarter. Sivia Capital Partners LLC acquired a new position in shares of DuPont de Nemours during the 2nd quarter worth about $365,000. Scotia Capital Inc. bought a new stake in DuPont de Nemours during the 3rd quarter valued at approximately $275,000. Vise Technologies Inc. acquired a new stake in DuPont de Nemours in the 3rd quarter valued at approximately $258,000. Finally, State of Wyoming increased its position in DuPont de Nemours by 266.6% in the 2nd quarter. State of Wyoming now owns 3,153 shares of the basic materials company’s stock worth $216,000 after buying an additional 2,293 shares during the period. Institutional investors own 73.96% of the company’s stock.

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.