DuPont de Nemours (NYSE:DD) Issues Quarterly Earnings Results, Beats Expectations By $0.07 EPS

DuPont de Nemours (NYSE:DD) announced its earnings results on Tuesday, May 5th. The basic materials company reported $0.55 EPS for the quarter, topping the consensus estimate of $0.48 by $0.07, Zacks reports. The firm had revenue of $1.68 billion for the quarter, compared to analysts’ expectations of $1.67 billion. DuPont de Nemours had a positive return on equity of 7.15% and a negative net margin of 0.30%.The firm’s quarterly revenue was up 4.3% compared to the same quarter last year. During the same quarter in the previous year, the company earned $3.09 earnings per share. DuPont de Nemours updated its Q2 2026 guidance to 0.590-0.590 EPS and its FY 2026 guidance to 2.350-2.400 EPS.

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

• Raised full‑year guidance after beating Q1; management now targets ~ $7.185B in net sales at the midpoint and adjusted EPS of $2.35–$2.40 (a $0.10 raise), citing stronger start to the year and Aramids interest income.
• Q1 outperformance — organic sales +2%, operating EBITDA $414M (+15% YoY) with a 24.6% margin (+230 bps), and adjusted EPS $0.55 (reported +53% YoY), driven by favorable mix and productivity gains.
• Bolt‑on capital returns and balance‑sheet action — completed the Aramids divestiture (≈$1.1B net proceeds) and announced a $275M accelerated share repurchase under the existing $2B program, while targeting ~2x leverage and opportunistic M&A.
• Middle East logistics and input‑cost risk — ~ $10M of Q1 Water shipments were delayed and total exposure to the region is ~ $300M (~4% of sales); management expects ~1% pricing/surcharges (~$90M) to offset input cost inflation but flags escalation risk if the conflict worsens.
• Strategic execution and growth drivers — Healthcare strength (high‑single‑digit organic growth), microelectronics/ion‑exchange tailwinds from AI/data‑center demand, new product launches, and an AI collaboration (Uncountable) support medium‑term growth and margin resilience.

DuPont de Nemours Price Performance

NYSE DD opened at $137.48 on Thursday. The company has a debt-to-equity ratio of 0.22, a current ratio of 2.68 and a quick ratio of 2.11. The firm has a market capitalization of $55.69 billion, a price-to-earnings ratio of -2,290.92, a price-to-earnings-growth ratio of 1.33 and a beta of 1.03. The company has a 50 day simple moving average of $143.01 and a 200-day simple moving average of $137.62. DuPont de Nemours has a 52-week low of $84.75 and a 52-week high of $157.98.

DuPont de Nemours Cuts Dividend

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

Institutional Inflows and Outflows

Several large investors have recently added to or reduced their stakes in the stock. Lazard Asset Management LLC boosted its stake in shares of DuPont de Nemours by 7.1% during the 2nd quarter. Lazard Asset Management LLC now owns 2,430 shares of the basic materials company’s stock valued at $166,000 after buying an additional 162 shares during the period. Quadrant Capital Group LLC increased its stake in shares of DuPont de Nemours by 1.9% in the fourth quarter. Quadrant Capital Group LLC now owns 13,401 shares of the basic materials company’s stock worth $539,000 after acquiring an additional 244 shares during the last quarter. Hudson Bay Capital Management LP increased its stake in shares of DuPont de Nemours by 0.9% in the second quarter. Hudson Bay Capital Management LP now owns 30,473 shares of the basic materials company’s stock worth $2,090,000 after acquiring an additional 274 shares during the last quarter. Gallagher Fiduciary Advisors LLC raised its holdings in shares of DuPont de Nemours by 8.4% during the second quarter. Gallagher Fiduciary Advisors LLC now owns 3,614 shares of the basic materials company’s stock worth $248,000 after acquiring an additional 281 shares in the last quarter. Finally, CreativeOne Wealth LLC raised its holdings in shares of DuPont de Nemours by 7.5% during the third quarter. CreativeOne Wealth LLC now owns 4,496 shares of the basic materials company’s stock worth $350,000 after acquiring an additional 313 shares in the last quarter. Institutional investors and hedge funds own 73.96% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts recently commented on the stock. Citigroup dropped their target price on shares of DuPont de Nemours from $177.00 to $168.00 and set a “buy” rating on the stock in a report on Monday, April 13th. Bank of America reduced their target price on shares of DuPont de Nemours from $150.00 to $141.00 and set a “neutral” rating for the company in a report on Tuesday, April 21st. Deutsche Bank Aktiengesellschaft lifted their price target on shares of DuPont de Nemours from $174.00 to $180.00 and gave the stock a “buy” rating in a research report on Thursday, May 7th. Royal Bank Of Canada lifted their target price on DuPont de Nemours from $168.00 to $180.00 and gave the stock an “outperform” rating in a report on Monday, May 11th. Finally, Weiss Ratings raised DuPont de Nemours from a “sell (d)” rating to a “sell (d+)” rating in a report on Wednesday, May 6th. One investment analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, three have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, DuPont de Nemours presently has a consensus rating of “Moderate Buy” and a consensus price target of $165.20.

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.