DuPont de Nemours (NYSE:DD) Sets New 1-Year High on Strong Earnings

DuPont de Nemours, Inc. (NYSE:DD) shares hit a new 52-week high during trading on Tuesday following a stronger than expected earnings report. The stock traded as high as $48.53 and last traded at $48.7840, with a volume of 746743 shares traded. The stock had previously closed at $47.10.

The basic materials company reported $0.46 EPS for the quarter, beating analysts’ consensus estimates of $0.43 by $0.03. DuPont de Nemours had a positive return on equity of 7.37% and a negative net margin of 7.03%.The business had revenue of $1.69 billion during the quarter, compared to analyst estimates of $1.69 billion. During the same period in the prior year, the company posted $1.13 earnings per share. DuPont de Nemours’s revenue was up .2% on a year-over-year basis. 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.

DuPont de Nemours announced that its board has authorized a stock 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 purchase up to 12.2% of its stock through open market purchases. Stock repurchase plans are generally an indication that the company’s management believes its stock is undervalued.

DuPont de Nemours News Roundup

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.

Analyst Ratings Changes

DD has been the topic of a number of analyst reports. Jefferies Financial Group upped their price target on DuPont de Nemours from $51.00 to $59.00 and gave the company a “buy” rating in a research report on Wednesday. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of DuPont de Nemours in a report on Monday, December 22nd. Morgan Stanley dropped their target price on shares of DuPont de Nemours from $80.00 to $44.00 in a research report on Monday, November 10th. Wells Fargo & Company boosted their price target on shares of DuPont de Nemours from $50.00 to $55.00 and gave the company an “overweight” rating in a research report on Wednesday. Finally, 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 research note on Wednesday. Twelve equities 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 stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $49.46.

Insider Transactions at DuPont de Nemours

In other DuPont de Nemours news, CEO Lori Koch sold 9,011 shares of DuPont de Nemours 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. The trade was a 3.03% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, SVP Erik T. Hoover sold 6,005 shares of the company’s stock in a transaction that occurred on Friday, November 28th. The shares were sold at an average price of $39.79, for a total transaction of $238,938.95. Following the completion of the transaction, 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 SEC filing for this sale provides additional information. Company insiders own 0.61% of the company’s stock.

Hedge Funds Weigh In On DuPont de Nemours

A number of institutional investors and hedge funds have recently added to or reduced their stakes in DD. Princeton Global Asset Management LLC grew its holdings in shares of DuPont de Nemours by 64.4% during the second quarter. Princeton Global Asset Management LLC now owns 365 shares of the basic materials company’s stock worth $25,000 after buying an additional 143 shares in the last quarter. Salomon & Ludwin LLC raised its holdings in shares of DuPont de Nemours by 186.5% in the third quarter. Salomon & Ludwin LLC now owns 318 shares of the basic materials company’s stock valued at $25,000 after purchasing an additional 207 shares during the last quarter. Palisade Asset Management LLC bought a new stake in shares of DuPont de Nemours in the third quarter worth $26,000. Financial Life Planners acquired a new position in DuPont de Nemours during the third quarter worth $27,000. Finally, Imprint Wealth LLC bought a new position in DuPont de Nemours in the third quarter valued at $27,000. 73.96% of the stock is owned by institutional investors and hedge funds.

DuPont de Nemours Stock Up 4.0%

The firm’s 50-day simple moving average is $42.91 and its 200 day simple moving average is $36.99. The company has a debt-to-equity ratio of 0.22, a quick ratio of 1.63 and a current ratio of 2.42. The stock has a market capitalization of $21.54 billion, a P/E ratio of -27.64, a PEG ratio of 3.41 and a beta of 1.10.

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.