DuPont de Nemours (NYSE:DD) Issues FY 2026 Earnings Guidance

DuPont de Nemours (NYSE:DD) updated its FY 2026 earnings guidance on Tuesday. The company provided earnings per share guidance of 2.250-2.300 for the period, compared to the consensus earnings per share estimate of 2.160. The company issued revenue guidance of $7.1 billion-$7.1 billion, compared to the consensus revenue estimate of $7.0 billion. DuPont de Nemours also updated its Q1 2026 guidance to 0.480-0.480 EPS.

DuPont de Nemours Price Performance

Shares of NYSE:DD opened at $49.34 on Wednesday. The company has a market cap of $20.67 billion, a price-to-earnings ratio of -26.82, a PEG ratio of 3.44 and a beta of 1.10. The business has a 50 day moving average price of $42.67 and a 200 day moving average price of $36.89. The company has a quick ratio of 1.63, a current ratio of 2.00 and a debt-to-equity ratio of 0.30. DuPont de Nemours has a twelve month low of $22.50 and a twelve month high of $49.56.

DuPont de Nemours (NYSE:DD) last issued its quarterly earnings results on Tuesday, February 10th. The basic materials company reported $0.46 EPS for the quarter, topping the consensus estimate of $0.43 by $0.03. DuPont de Nemours had a positive return on equity of 7.81% and a negative net margin of 6.17%.The company had revenue of $1.69 billion for the quarter, compared to the consensus estimate of $1.69 billion. During the same period in the previous year, the business posted $1.13 EPS. The company’s revenue for the quarter 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. Research analysts predict that DuPont de Nemours will post 4.38 earnings per share for the current year.

DuPont de Nemours declared that its board has initiated a stock repurchase program on Thursday, November 6th that authorizes the company to buyback $2.00 billion in outstanding shares. This buyback authorization authorizes the basic materials company to reacquire up to 12.2% of its stock through open market purchases. Stock buyback programs are often an indication that the company’s board believes its stock is undervalued.

Wall Street Analysts Forecast Growth

DD has been the subject of several research reports. Wells Fargo & Company reduced their target price on shares of DuPont de Nemours from $100.00 to $50.00 and set an “overweight” rating for the company in a research note on Friday, November 7th. Citigroup upped their price target on DuPont de Nemours from $47.00 to $50.00 and gave the company a “buy” rating in a report on Tuesday, February 3rd. Morgan Stanley decreased their price objective on DuPont de Nemours from $80.00 to $44.00 in a report on Monday, November 10th. Zacks Research upgraded DuPont de Nemours from a “strong sell” rating to a “hold” rating in a research report on Friday, January 9th. Finally, JPMorgan Chase & Co. raised their target price on DuPont de Nemours from $48.00 to $50.00 and gave the stock an “overweight” rating in a research report on Friday, January 16th. Eleven investment analysts have rated the stock with a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $47.28.

Insider Activity

In related news, CEO Lori Koch sold 9,011 shares of DuPont de Nemours stock in a transaction dated Friday, November 28th. The stock was sold at an average price of $39.46, for a total transaction of $355,574.06. Following the completion of the transaction, the chief executive officer owned 288,326 shares in the company, valued at approximately $11,377,343.96. This trade represents a 3.03% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. 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 value of $238,938.95. Following the completion of the sale, the senior vice president owned 112,101 shares in the company, valued at $4,460,498.79. This represents a 5.08% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.61% of the company’s stock.

DuPont de Nemours News Roundup

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

• Positive Sentiment: DuPont beat Q4 estimates (adjusted EPS $0.46 vs. $0.43 est.), issued Q1 2026 guidance of $0.48 and raised FY2026 EPS guidance to $2.25–2.30 (above consensus). Management highlighted operating improvements and initiated explicit quarterly/full‑year guidance. Read More.
• Positive Sentiment: Mizuho bumped its price target to $52 (from $46) and kept an “outperform” rating, supporting further upside from analysts. Read More.
• Positive Sentiment: Market commentary and media response (including Jim Cramer praise) pushed premarket buying after the results, reflecting improved investor sentiment about management execution. Read More.
• Neutral Sentiment: Coverage pieces are debating valuation after multi‑year gains and whether DD still has upside; these longer‑term view articles can temper immediate trading moves. Read More.
• Neutral Sentiment: Comparative analyses (DuPont vs. peers such as Compass Minerals) focus on business mix differences—useful context but not an immediate catalyst. Read More.
• Neutral Sentiment: Some analyst takes (e.g., Seeking Alpha) call operating improvements positive but describe growth as unimpressive—mixed signal for investors weighing multiple metrics. Read More.
• Negative Sentiment: Short interest jumped ~23.6% in January to ~9.24M shares (~2.2% of float), increasing potential volatility and downward pressure if bearish sentiment grows.
• Negative Sentiment: Sales were essentially flat in Q4 and the building technologies segment was hurt by weak construction activity; GAAP results included a loss from continuing operations, underscoring that top‑line recovery remains uneven. Read More.

Institutional Trading of DuPont de Nemours

Several hedge funds have recently added to or reduced their stakes in the company. Palisade Asset Management LLC acquired a new stake in shares of DuPont de Nemours during the 3rd quarter worth $26,000. Imprint Wealth LLC bought a new stake in DuPont de Nemours during the third quarter worth about $27,000. Measured Wealth Private Client Group LLC bought a new stake in DuPont de Nemours during the third quarter worth about $30,000. MUFG Securities EMEA plc acquired a new stake in DuPont de Nemours during the second quarter worth about $85,000. Finally, Johnson Financial Group Inc. increased its holdings in DuPont de Nemours by 182.9% in the 3rd quarter. Johnson Financial Group Inc. now owns 1,344 shares of the basic materials company’s stock valued at $105,000 after buying an additional 869 shares during the period. 73.96% of the stock is owned by institutional investors and hedge funds.

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.