DuPont de Nemours (NYSE:DD) Reaches New 52-Week High Following Better-Than-Expected Earnings

DuPont de Nemours, Inc. (NYSE:DD)’s share price hit a new 52-week high during trading on Tuesday following a stronger than expected earnings report. The stock traded as high as $48.53 and last traded at $48.7840, with a volume of 746743 shares. The stock had previously closed at $47.10.

The basic materials company reported $0.46 EPS for the quarter, beating the consensus estimate of $0.43 by $0.03. The firm had revenue of $1.69 billion during the quarter, compared to the consensus estimate of $1.69 billion. DuPont de Nemours had a negative net margin of 6.17% and a positive return on equity of 7.81%. The company’s quarterly revenue was up .2% compared to the same quarter last year. During the same period in the prior year, the firm posted $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.

DuPont de Nemours announced that its Board of Directors has authorized a stock buyback program on Thursday, November 6th that permits the company to repurchase $2.00 billion in outstanding shares. This repurchase authorization permits the basic materials company to purchase up to 12.2% of its shares through open market purchases. Shares repurchase programs are usually an indication that the company’s leadership believes its shares are undervalued.

DuPont de Nemours News Roundup

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

• Positive Sentiment: Q4 adjusted EPS beat and company-issued guidance above consensus — adjusted EPS $0.46 vs. $0.43 expected; FY‑2026 EPS guidance 2.25–2.30 (above ~2.16 consensus) and Q1 EPS guided at $0.48, supporting a more constructive outlook. DuPont Q4 Highlights
• Positive Sentiment: Analyst lift — Mizuho raised its price target to $52 and kept an outperform rating, giving additional buy-side momentum. Mizuho price target raise
• Positive Sentiment: Operational improvements and cash generation — management highlighted leaner operations, solid operating EBITDA and transaction-adjusted free cash flow, which supports earnings leverage going forward. PR Newswire results
• Positive Sentiment: Positive media / TV endorsement — high-profile praise (e.g., Jim Cramer) can boost retail interest and visibility. Cramer commentary
• Neutral Sentiment: Sales trend mixed — revenue was roughly flat year-over-year ($1.69B) with organic sales down ~1%; certain end markets (building technologies/construction) remain weak, limiting near-term top-line growth. WSJ on flat sales
• Neutral Sentiment: Product expansion — DuPont added a new FilmTec MXP RO element for dairy processors, which is a niche product win that bolsters recurring revenue potential but is not a material near-term growth driver. Zacks product announcement
• Negative Sentiment: Rising short interest — short interest jumped ~23.6% to ~9.24M shares as of Jan. 30 (≈2.2% of float), increasing potential volatility and signaling some bearish sentiment among traders. (No link)
• Negative Sentiment: GAAP results and margin pressure — GAAP loss from continuing operations and a reported negative net margin (while adjusted metrics are positive) may concern investors focused on GAAP profitability and separation-related charges. Barron’s coverage

Wall Street Analysts Forecast Growth

A number of research analysts recently issued reports on the stock. BMO Capital Markets lowered their price target on shares of DuPont de Nemours from $104.00 to $50.00 and set an “outperform” rating for the company in a research report on Monday, November 3rd. Morgan Stanley lowered their target price on shares of DuPont de Nemours from $80.00 to $44.00 in a report on Monday, November 10th. UBS Group upped their price target on DuPont de Nemours from $46.00 to $49.00 and gave the stock a “buy” rating in a research note on Wednesday, January 7th. JPMorgan Chase & Co. raised their price objective on DuPont de Nemours from $48.00 to $50.00 and gave the company an “overweight” rating in a research report on Friday, January 16th. Finally, Wells Fargo & Company dropped their target price on DuPont de Nemours from $100.00 to $50.00 and set an “overweight” rating on the stock in a report on Friday, November 7th. Eleven research analysts have rated the stock with a Buy rating, four have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $46.85.

Insider Buying and Selling

In other DuPont de Nemours news, SVP Erik T. Hoover sold 6,005 shares of the business’s stock in a transaction on Friday, November 28th. The shares were sold at an average price of $39.79, for a total transaction of $238,938.95. Following the completion of the sale, the senior vice president directly owned 112,101 shares in the company, valued at approximately $4,460,498.79. The trade was a 5.08% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Lori Koch sold 9,011 shares of the firm’s stock in a transaction on Friday, November 28th. The stock was sold at an average price of $39.46, for a total value 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. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.61% of the company’s stock.

Institutional Investors Weigh In On DuPont de Nemours

A number of large investors have recently made changes to their positions in DD. Princeton Global Asset Management LLC lifted its stake in shares of DuPont de Nemours by 64.4% in the 2nd quarter. Princeton Global Asset Management LLC now owns 365 shares of the basic materials company’s stock worth $25,000 after purchasing an additional 143 shares during the period. Salomon & Ludwin LLC increased its holdings in DuPont de Nemours by 186.5% during the third quarter. Salomon & Ludwin LLC now owns 318 shares of the basic materials company’s stock valued at $25,000 after buying an additional 207 shares during the last quarter. Palisade Asset Management LLC purchased a new stake in DuPont de Nemours during the third quarter valued at approximately $26,000. Financial Life Planners bought a new position in DuPont de Nemours in the third quarter worth approximately $27,000. Finally, Imprint Wealth LLC purchased a new position in shares of DuPont de Nemours during the 3rd quarter worth $27,000. 73.96% of the stock is currently owned by institutional investors.

DuPont de Nemours Stock Performance

The business’s 50-day moving average price is $42.67 and its 200-day moving average price is $36.89. The company has a debt-to-equity ratio of 0.30, a quick ratio of 1.63 and a current ratio of 2.00. The stock has a market cap of $20.67 billion, a P/E ratio of -26.82, a P/E/G ratio of 3.44 and a beta of 1.10.

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.