DuPont de Nemours (NYSE:DD) Releases Quarterly Earnings Results, Beats Expectations By $0.03 EPS

DuPont de Nemours (NYSE:DD) posted its earnings results on Tuesday. The basic materials company reported $0.46 earnings per share (EPS) for the quarter, topping the consensus estimate 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 firm had revenue of $1.69 billion for the quarter, compared to the consensus estimate of $1.69 billion. During the same quarter in the prior year, the business posted $1.13 earnings per share. The business’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.

DuPont de Nemours Stock Performance

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

Key Headlines 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 Activity at DuPont de Nemours

In related news, CEO Lori Koch sold 9,011 shares of the stock in a transaction on Friday, November 28th. The stock was sold at an average price of $39.46, for a total transaction of $355,574.06. Following the sale, the chief executive officer directly owned 288,326 shares of the company’s stock, 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 SEC, which is available at the SEC website. Also, SVP Erik T. Hoover sold 6,005 shares of the firm’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 sale, the senior vice president directly owned 112,101 shares in the company, valued at approximately $4,460,498.79. The trade was a 5.08% decrease in their position. The SEC filing for this sale provides additional information. 0.61% of the stock is owned by company insiders.

Hedge Funds Weigh In On DuPont de Nemours

Institutional investors and hedge funds have recently modified their holdings of the company. Brighton Jones LLC raised its position in DuPont de Nemours by 19.6% in the fourth 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 period. Empowered Funds LLC increased its stake in shares of DuPont de Nemours by 8.9% in the 1st quarter. Empowered Funds LLC now owns 11,550 shares of the basic materials company’s stock worth $863,000 after purchasing an additional 947 shares in the last quarter. Sivia Capital Partners LLC bought a new position in DuPont de Nemours in the 2nd quarter worth $365,000. United Bank raised its holdings in DuPont de Nemours by 14.6% in the 2nd quarter. United Bank now owns 18,816 shares of the basic materials company’s stock worth $1,291,000 after purchasing an additional 2,396 shares during the period. Finally, First Trust Advisors LP grew its holdings in DuPont de Nemours by 2.1% during the second quarter. First Trust Advisors LP now owns 200,444 shares of the basic materials company’s stock valued at $13,749,000 after purchasing an additional 4,186 shares during the period. 73.96% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

DD has been the subject of a number of research analyst reports. Wall Street Zen raised shares of DuPont de Nemours to a “hold” rating in a report on Saturday, January 10th. KeyCorp lifted their target price on shares of DuPont de Nemours from $45.00 to $51.00 and gave the stock an “overweight” rating in a research report on Friday, January 9th. BMO Capital Markets reduced their price objective on DuPont de Nemours from $104.00 to $50.00 and set an “outperform” rating on the stock in a research note on Monday, November 3rd. Wolfe Research boosted their price objective on DuPont de Nemours from $44.00 to $49.00 and gave the company an “outperform” rating in a research report on Friday, January 16th. Finally, Zacks Research raised shares of DuPont de Nemours from a “strong sell” rating to a “hold” rating in a report on Friday, January 9th. Eleven analysts have rated the stock with a Buy rating, four have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, DuPont de Nemours has a consensus rating of “Moderate Buy” and an average price target of $46.42.

DuPont de Nemours announced that its board has approved a share repurchase program 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 repurchase up to 12.2% of its shares through open market purchases. Shares repurchase programs are usually an indication that the company’s management believes its stock is undervalued.

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.