DuPont de Nemours (NYSE:DD) Announces Earnings Results

DuPont de Nemours (NYSE:DD) posted its quarterly earnings data on Tuesday. The basic materials company reported $1.88 EPS for the quarter, topping the consensus estimate of $1.76 by $0.12, FiscalAI reports. DuPont de Nemours had a positive return on equity of 7.15% and a negative net margin of 0.30%.During the same period in the prior year, the company earned $1.12 EPS. DuPont de Nemours’s quarterly revenue was up 4.0% compared to the same quarter last year. DuPont de Nemours updated its Q3 2026 guidance to 1.800-1.900 EPS.

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

• DuPont exceeded second-quarter guidance and raised its 2026 outlook. Organic sales grew 4%, operating EBITDA rose 8% to $448 million, adjusted EPS increased 21% to $1.88, and the company lifted its full-year organic growth, EBITDA, and EPS guidance.
• Strong demand in healthcare, aerospace, semiconductors, industrial water, electric-vehicle battery applications, and construction supported results. Management expects second-half organic growth to accelerate to about 6%, aided by pricing already implemented and project activity.
• Productivity and cash-flow execution remained strong. EBITDA margin expanded 80 basis points, free-cash-flow conversion reached 127% in the quarter, and management expects full-year conversion to be closer to 100% than its 90% target.
• Healthcare & Water Technologies’ margin declined 30 basis points because of mix and growth investments, while Middle East project delays pressured the water business. Management said the projects have not been canceled and expects improvement later in the year, but reduced full-year water growth expectations to the low- to mid-single-digit range.
• DuPont plans to launch a $250 million share repurchase in the third quarter while retaining more than $1 billion for potential healthcare and water acquisitions. The company also cited a robust M&A pipeline, including packaging and CDMO opportunities, subject to disciplined valuation and return thresholds.

DuPont de Nemours Price Performance

DD traded down $1.93 during trading on Tuesday, hitting $139.35. 1,001,952 shares of the company traded hands, compared to its average volume of 1,439,073. The company has a current ratio of 2.68, a quick ratio of 2.11 and a debt-to-equity ratio of 0.22. The company has a market cap of $18.81 billion, a PE ratio of -775.64, a P/E/G ratio of 1.29 and a beta of 1.06. The stock’s 50-day simple moving average is $139.76 and its two-hundred day simple moving average is $140.21. DuPont de Nemours has a 1 year low of $87.26 and a 1 year high of $157.98.

DuPont de Nemours Cuts Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, September 15th. Investors of record on Monday, August 31st will be given a dividend of $0.60 per share. The ex-dividend date is Monday, August 31st. This represents a $2.40 dividend on an annualized basis and a dividend yield of 1.7%. DuPont de Nemours’s dividend payout ratio is currently -1,333.33%.

Wall Street Analysts Forecast Growth

DD has been the topic of a number of recent analyst reports. Morgan Stanley raised their target price on shares of DuPont de Nemours from $132.00 to $156.00 and gave the stock an “equal weight” rating in a research note on Tuesday, April 28th. Bank of America reduced their price objective on shares of DuPont de Nemours from $150.00 to $141.00 and set a “neutral” rating for the company in a research note on Tuesday, April 21st. Citigroup raised their price objective on shares of DuPont de Nemours from $168.00 to $170.00 and gave the company a “buy” rating in a research report on Thursday, July 2nd. UBS Group upped their target price on shares of DuPont de Nemours from $168.00 to $177.00 and gave the stock a “buy” rating in a report on Wednesday, May 6th. Finally, The Goldman Sachs Group increased their price target on DuPont de Nemours from $53.00 to $159.00 and gave the stock a “neutral” rating in a research note on Thursday, June 25th. Twelve investment analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $165.33.

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the company. Invesco Ltd. grew its position in DuPont de Nemours by 64.4% in the fourth quarter. Invesco Ltd. now owns 14,514,600 shares of the basic materials company’s stock worth $583,487,000 after acquiring an additional 5,686,490 shares in the last quarter. Barrow Hanley Mewhinney & Strauss LLC boosted its holdings in shares of DuPont de Nemours by 242.4% in the 4th quarter. Barrow Hanley Mewhinney & Strauss LLC now owns 7,491,426 shares of the basic materials company’s stock worth $301,155,000 after purchasing an additional 5,303,219 shares during the period. Nuveen LLC raised its holdings in DuPont de Nemours by 18.9% during the 4th quarter. Nuveen LLC now owns 10,662,674 shares of the basic materials company’s stock valued at $428,639,000 after buying an additional 1,695,097 shares during the period. Caisse de depot et placement du Quebec lifted its position in DuPont de Nemours by 118.8% in the fourth quarter. Caisse de depot et placement du Quebec now owns 2,936,809 shares of the basic materials company’s stock worth $118,060,000 after buying an additional 1,594,447 shares during the last quarter. Finally, Merewether Investment Management LP bought a new position in DuPont de Nemours during the third quarter valued at $99,689,000. Hedge funds and other institutional investors own 73.96% of the company’s stock.

More DuPont de Nemours News

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

• Positive Sentiment: DuPont exceeded second-quarter expectations, reporting adjusted EPS of $1.88 versus the $1.76 consensus estimate. Net sales rose 4% year over year to $1.8 billion, with organic sales also increasing 4%. DuPont Reports Second Quarter 2026 Results
• Positive Sentiment: Demand was supported by the healthcare, industrial water and aerospace markets, while higher sales across the company’s chemicals and materials segments helped drive profit growth. DD’s Q2 Earnings Beat on Higher Organic Sales
• Positive Sentiment: Management raised its full-year 2026 financial outlook after exceeding its second-quarter guidance. The company also announced plans to repurchase $250 million of shares during the third quarter, potentially supporting per-share results. DuPont Beats Estimates and Raises 2026 Outlook
• Neutral Sentiment: DuPont generated $400 million in operating cash flow and $326 million in transaction-adjusted free cash flow, representing 127% conversion. Its GICS classification also changed from Materials to Industrials effective July 31, a structural index classification change rather than an operating development.
• Negative Sentiment: Third-quarter EPS guidance of $1.80–$1.90 was below the $1.93 analyst consensus, while revenue guidance of approximately $1.8 billion trailed expectations of about $1.9 billion. The cautious near-term outlook appears to be the main pressure on DD despite the quarterly earnings beat and improved full-year forecast.

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.