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

Varma Mutual Pension Insurance Co grew its position in DuPont de Nemours, Inc. (NYSE:DD) by 8.6% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 150,539 shares of the basic materials company’s stock after buying an additional 11,900 shares during the quarter. Varma Mutual Pension Insurance Co’s holdings in DuPont de Nemours were worth $11,727,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in DD. Norges Bank purchased a new position in DuPont de Nemours during the second quarter valued at approximately $313,306,000. Ilex Capital Partners UK LLP raised its position in shares of DuPont de Nemours by 175.8% in the 2nd quarter. Ilex Capital Partners UK LLP now owns 2,043,299 shares of the basic materials company’s stock worth $140,150,000 after acquiring an additional 1,302,341 shares in the last quarter. AQR Capital Management LLC lifted its stake in shares of DuPont de Nemours by 139.3% during the 2nd quarter. AQR Capital Management LLC now owns 1,791,511 shares of the basic materials company’s stock worth $122,486,000 after purchasing an additional 1,042,929 shares during the last quarter. Holocene Advisors LP boosted its position in DuPont de Nemours by 70.5% during the second quarter. Holocene Advisors LP now owns 2,398,287 shares of the basic materials company’s stock valued at $164,499,000 after purchasing an additional 991,985 shares in the last quarter. Finally, Boston Partners grew its stake in DuPont de Nemours by 36.6% in the second quarter. Boston Partners now owns 3,483,001 shares of the basic materials company’s stock valued at $238,924,000 after purchasing an additional 932,575 shares during the last quarter. 73.96% of the stock is currently owned by institutional investors.

Insider Buying and Selling at DuPont de Nemours

In other DuPont de Nemours news, CEO Lori Koch sold 9,011 shares of the stock in a transaction that occurred on 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 of the company’s stock, valued at $11,377,343.96. This represents a 3.03% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, SVP Erik T. Hoover sold 6,005 shares of the business’s stock in a transaction that occurred on Friday, November 28th. The stock was sold at an average price of $39.79, for a total value of $238,938.95. Following the sale, the senior vice president owned 112,101 shares of the company’s stock, valued at $4,460,498.79. The trade was a 5.08% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.61% of the stock is currently owned by insiders.

DuPont de Nemours Trading Down 4.2%

DuPont de Nemours stock opened at $49.34 on Friday. The firm has a market cap of $20.67 billion, a PE ratio of -26.53, a P/E/G ratio of 3.66 and a beta of 1.10. DuPont de Nemours, Inc. has a 12 month low of $22.50 and a 12 month high of $52.66. The stock’s 50 day simple moving average is $43.10 and its two-hundred day simple moving average is $37.07. The company has a current ratio of 2.42, a quick ratio of 1.63 and a debt-to-equity ratio of 0.22.

DuPont de Nemours (NYSE:DD) last released its quarterly earnings data on Tuesday, February 10th. The basic materials company reported $0.46 earnings per share for the quarter, beating analysts’ consensus estimates of $0.43 by $0.03. The company had revenue of $1.69 billion during the quarter, compared to analysts’ expectations of $1.69 billion. DuPont de Nemours had a negative net margin of 7.03% and a positive return on equity of 7.37%. The firm’s revenue for the quarter was up .2% on a year-over-year basis. During the same quarter in the previous year, the company earned $1.13 earnings per share. 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. Analysts anticipate that DuPont de Nemours, Inc. will post 4.38 earnings per share for the current year.

DuPont de Nemours declared that its board has authorized a share buyback program on Thursday, November 6th that allows the company to repurchase $2.00 billion in outstanding shares. This repurchase authorization allows the basic materials company to purchase up to 12.2% of its shares through open market purchases. Shares repurchase programs are generally a sign that the company’s board of directors believes its stock is undervalued.

Wall Street Analyst Weigh In

DD has been the subject of a number of analyst reports. Argus decreased their target price on shares of DuPont de Nemours from $86.00 to $52.00 and set a “buy” rating for the company in a research report on Thursday, February 5th. Weiss Ratings reiterated a “sell (d+)” rating on shares of DuPont de Nemours in a research note on Monday, December 22nd. Wells Fargo & Company upped their price objective on shares of DuPont de Nemours from $50.00 to $55.00 and gave the company an “overweight” rating in a report on Wednesday. Jefferies Financial Group increased their price objective on shares of DuPont de Nemours from $51.00 to $59.00 and gave the company a “buy” rating in a research report on Wednesday. Finally, KeyCorp boosted their target price on shares of DuPont de Nemours from $51.00 to $57.00 and gave the stock an “overweight” rating in a research report on Wednesday. Twelve 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. According to data from MarketBeat, DuPont de Nemours presently has a consensus rating of “Moderate Buy” and an average price target of $50.46.

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.