DuPont de Nemours (NYSE:DD) Issues Earnings Results, Beats Expectations By $0.12 EPS

DuPont de Nemours (NYSE:DD) announced its quarterly earnings results on Tuesday. The basic materials company reported $1.88 earnings per share for the quarter, beating the consensus estimate of $1.76 by $0.12, FiscalAI reports. DuPont de Nemours had a negative net margin of 0.30% and a positive return on equity of 7.15%. The firm’s quarterly revenue was up 4.0% on a year-over-year basis. During the same quarter in the previous year, the company posted $1.12 earnings per share. 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 Stock Down 1.3%

Shares of DD stock traded down $1.85 during mid-day trading on Tuesday, reaching $139.43. 869,935 shares of the company’s stock traded hands, compared to its average volume of 1,438,291. The company has a quick ratio of 2.11, a current ratio of 2.68 and a debt-to-equity ratio of 0.22. The company’s 50-day moving average price is $139.76 and its 200-day moving average price is $140.21. The company has a market cap of $18.82 billion, a P/E ratio of -774.52, a P/E/G ratio of 1.29 and a beta of 1.06. DuPont de Nemours has a 12 month low of $87.26 and a 12 month high of $157.98.

DuPont de Nemours Cuts Dividend

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

Analyst Ratings Changes

DD has been the subject of several recent analyst reports. Deutsche Bank Aktiengesellschaft upped their price objective on shares of DuPont de Nemours from $174.00 to $180.00 and gave the company a “buy” rating in a research note on Thursday, May 7th. Bank of America cut their target price on DuPont de Nemours from $150.00 to $141.00 and set a “neutral” rating on the stock in a research note on Tuesday, April 21st. Citigroup boosted their price target on DuPont de Nemours from $168.00 to $170.00 and gave the company a “buy” rating in a report on Thursday, July 2nd. Royal Bank Of Canada upped their price target on DuPont de Nemours from $168.00 to $180.00 and gave the company an “outperform” rating in a research report on Monday, May 11th. Finally, Morgan Stanley increased their price objective on DuPont de Nemours from $132.00 to $156.00 and gave the stock an “equal weight” rating in a report on Tuesday, April 28th. Twelve investment analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $165.33.

Institutional Investors Weigh In On DuPont de Nemours

Several hedge funds have recently bought and sold shares of the business. State Street Corp grew its holdings in DuPont de Nemours by 1.2% in the fourth quarter. State Street Corp now owns 18,412,070 shares of the basic materials company’s stock worth $740,165,000 after purchasing an additional 215,928 shares during the period. Invesco Ltd. lifted its holdings in shares of DuPont de Nemours by 64.4% during the fourth quarter. Invesco Ltd. now owns 14,514,600 shares of the basic materials company’s stock valued at $583,487,000 after purchasing an additional 5,686,490 shares during the last quarter. Nuveen LLC boosted its position in shares of DuPont de Nemours by 18.9% in the 4th quarter. Nuveen LLC now owns 10,662,674 shares of the basic materials company’s stock worth $428,639,000 after purchasing an additional 1,695,097 shares in the last quarter. Morgan Stanley boosted its position in shares of DuPont de Nemours by 11.3% in the 4th quarter. Morgan Stanley now owns 8,037,745 shares of the basic materials company’s stock worth $323,117,000 after purchasing an additional 816,804 shares in the last quarter. Finally, Barrow Hanley Mewhinney & Strauss LLC grew its stake 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 buying an additional 5,303,219 shares during the last quarter. Institutional investors own 73.96% of the company’s stock.

Trending Headlines about DuPont de Nemours

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.

DuPont de Nemours Company Profile

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.