Varma Mutual Pension Insurance Co Grows Holdings in DuPont de Nemours, Inc. $DD

Varma Mutual Pension Insurance Co increased its position in shares of DuPont de Nemours, Inc. (NYSE:DD) by 73.1% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 260,639 shares of the basic materials company’s stock after purchasing an additional 110,100 shares during the quarter. Varma Mutual Pension Insurance Co’s holdings in DuPont de Nemours were worth $10,478,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Oppenheimer & Co. Inc. raised its position in shares of DuPont de Nemours by 39.2% in the third quarter. Oppenheimer & Co. Inc. now owns 104,565 shares of the basic materials company’s stock valued at $8,146,000 after purchasing an additional 29,473 shares during the period. Xponance Inc. increased its holdings in DuPont de Nemours by 113.6% during the 3rd quarter. Xponance Inc. now owns 134,797 shares of the basic materials company’s stock worth $10,501,000 after acquiring an additional 71,695 shares during the period. Citigroup Inc. increased its holdings in DuPont de Nemours by 20.2% during the 3rd quarter. Citigroup Inc. now owns 572,650 shares of the basic materials company’s stock worth $44,609,000 after acquiring an additional 96,062 shares during the period. Bank of New York Mellon Corp increased its holdings in DuPont de Nemours by 0.9% during the 3rd quarter. Bank of New York Mellon Corp now owns 3,169,908 shares of the basic materials company’s stock worth $246,936,000 after acquiring an additional 29,543 shares during the period. Finally, Dimensional Fund Advisors LP increased its holdings in shares of DuPont de Nemours by 3.8% in the 3rd quarter. Dimensional Fund Advisors LP now owns 3,337,753 shares of the basic materials company’s stock worth $259,974,000 after buying an additional 121,216 shares during the last quarter. 73.96% of the stock is currently owned by hedge funds and other institutional investors.

Key DuPont de Nemours News

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

• Positive Sentiment: Q1 beat — DuPont posted adjusted EPS of $0.55 vs. consensus $0.48 and revenue of $1.68B (up ~4% Y/Y), with productivity gains and stronger demand in healthcare and aerospace cited as drivers. DD Q1 Earnings Beat on Productivity Gains, Sales Rise Y/Y
• Positive Sentiment: Raised guidance and $275M buyback — management bumped FY2026 adjusted EPS to $2.35–2.40 (above consensus) and issued Q2 guidance of $0.59, while announcing a $275M accelerated share repurchase to return capital. This combination supports earnings-per-share upside. DuPont Reports First Quarter 2026 Results
• Positive Sentiment: Analyst upgrade — BMO raised its price target sharply to $60 and maintained an outperform rating, which can attract incremental investor interest and buying. MarketScreener
• Neutral Sentiment: Balance-sheet & cash flow update — Q1 generated operating cash flow (~$232M) and transaction-adjusted free cash flow (~$147M); company completed the Aramids divestiture (proceeds likely help fund the buyback). These are supportive but not immediate earnings catalysts. DuPont Reports First Quarter 2026 Results
• Neutral Sentiment: Sustainability report published — DuPont released its 2026 Sustainability Report with 2035 goals; relevant for ESG-focused investors but less likely to move near-term valuation. DuPont Publishes 2026 Sustainability Report
• Negative Sentiment: Input-cost and margin risk — some coverage notes that rising input costs tied to geopolitical tensions could pressure margins; investors should watch raw-material trends and margin recovery in coming quarters. DuPont rallies after strong results—more upside ahead?

Wall Street Analyst Weigh In

A number of equities analysts have recently commented on DD shares. JPMorgan Chase & Co. increased their price target on shares of DuPont de Nemours from $48.00 to $50.00 and gave the stock an “overweight” rating in a report on Friday, January 16th. Zacks Research cut shares of DuPont de Nemours from a “strong-buy” rating to a “hold” rating in a research report on Monday, April 20th. Mizuho upped their price objective on shares of DuPont de Nemours from $46.00 to $52.00 and gave the stock an “outperform” rating in a report on Tuesday, February 10th. UBS Group upped their price objective on shares of DuPont de Nemours from $49.00 to $56.00 and gave the stock a “buy” rating in a report on Wednesday, February 11th. Finally, Morgan Stanley upped their price objective on shares of DuPont de Nemours from $44.00 to $52.00 and gave the stock an “equal weight” rating in a report on Tuesday, April 28th. Twelve equities research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, DuPont de Nemours currently has an average rating of “Moderate Buy” and an average price target of $54.57.

DuPont de Nemours Stock Up 8.4%

NYSE:DD opened at $49.23 on Wednesday. The firm has a market cap of $20.18 billion, a P/E ratio of -26.47, a P/E/G ratio of 1.57 and a beta of 1.02. The company has a debt-to-equity ratio of 0.22, a quick ratio of 1.91 and a current ratio of 2.42. DuPont de Nemours, Inc. has a fifty-two week low of $26.82 and a fifty-two week high of $52.66. The firm has a 50-day simple moving average of $46.47 and a two-hundred day simple moving average of $43.14.

DuPont de Nemours (NYSE:DD) last released its quarterly earnings data on Tuesday, May 5th. The basic materials company reported $0.55 earnings per share for the quarter, beating analysts’ consensus estimates of $0.48 by $0.07. The business had revenue of $1.68 billion during the quarter, compared to analyst estimates of $1.67 billion. DuPont de Nemours had a negative net margin of 7.03% and a positive return on equity of 7.37%. DuPont de Nemours’s revenue was up 4.3% compared to the same quarter last year. During the same period last year, the business earned $1.03 EPS. DuPont de Nemours has set its Q2 2026 guidance at 0.590-0.590 EPS and its FY 2026 guidance at 2.350-2.400 EPS. Analysts predict that DuPont de Nemours, Inc. will post 2.27 earnings per share for the current fiscal year.

DuPont de Nemours Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, May 29th. Stockholders of record on Friday, May 15th will be issued a dividend of $0.20 per share. This represents a $0.80 dividend on an annualized basis and a dividend yield of 1.6%. The ex-dividend date of this dividend is Friday, May 15th. DuPont de Nemours’s dividend payout ratio (DPR) is presently -43.01%.

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.