DuPont de Nemours (NYSE:DD) Issues Earnings Results

DuPont de Nemours (NYSE:DD) issued its earnings results on Tuesday. The basic materials company reported $1.88 EPS for the quarter, topping analysts’ consensus estimates 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 business had revenue of $1.82 billion for the quarter, compared to analyst estimates of $1.81 billion. During the same period last year, the company posted $1.12 earnings per share. The company’s quarterly revenue was up 4.0% compared to the same quarter last year. 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 Up 1.8%

Shares of NYSE:DD traded up $2.61 during trading on Wednesday, reaching $145.54. The stock had a trading volume of 259,505 shares, compared to its average volume of 1,447,251. The firm’s 50-day simple moving average is $139.65 and its 200 day simple moving average is $140.31. The company has a current ratio of 2.68, a quick ratio of 2.11 and a debt-to-equity ratio of 0.22. DuPont de Nemours has a one year low of $87.26 and a one year high of $157.98. The company has a market capitalization of $19.65 billion, a P/E ratio of -808.47, a PEG ratio of 1.33 and a beta of 1.06.

DuPont de Nemours Cuts Dividend

The company also recently declared 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. This represents a $2.40 annualized dividend and a dividend yield of 1.6%. The ex-dividend date of this dividend is Monday, August 31st. DuPont de Nemours’s dividend payout ratio is presently -1,333.33%.

Wall Street Analysts Forecast Growth

DD has been the subject of a number of research analyst reports. Bank of America decreased their target price on DuPont de Nemours from $150.00 to $141.00 and set a “neutral” rating for the company in a research report on Tuesday, April 21st. BMO Capital Markets raised their price target on DuPont de Nemours from $75.30 to $180.00 and gave the company an “outperform” rating in a research note on Tuesday, May 5th. UBS Group lifted their price objective on DuPont de Nemours from $168.00 to $177.00 and gave the company a “buy” rating in a report on Wednesday, May 6th. Zacks Research lowered shares of DuPont de Nemours from a “strong-buy” rating to a “hold” rating in a research note on Friday, July 17th. Finally, Weiss Ratings reiterated a “sell (d+)” rating on shares of DuPont de Nemours in a report on Monday. Twelve investment analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, DuPont de Nemours has a consensus rating of “Moderate Buy” and a consensus target price of $165.33.

Key Headlines Impacting DuPont de Nemours

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

• Positive Sentiment: Q2 earnings beat expectations: DuPont reported adjusted EPS of $1.88, exceeding the $1.76 consensus estimate, while sales of $1.82 billion slightly topped expectations. Revenue increased 4% year over year, supported by demand in healthcare, industrial water and aerospace. DuPont Reports Second Quarter 2026 Results
• Positive Sentiment: Full-year outlook raised: Management said second-quarter results exceeded guidance and increased its financial outlook for 2026, signaling confidence in continued operating momentum. The company also announced plans to repurchase $250 million of stock during the third quarter, which could support per-share value. DuPont beats estimates, raises 2026 outlook amid transformation
• Positive Sentiment: Potential growth investments: DuPont is exploring acquisition opportunities in water and healthcare, areas that are already benefiting from demand growth and could strengthen its portfolio following the company’s broader transformation. DuPont says it is exploring M&A opportunities in water and healthcare
• Positive Sentiment: Water-technology recognition: DuPont’s FilmTec Fortilife XC220 membrane was named a Sustainability Product of the Year for enabling industrial water reuse, brine concentration and resource recovery. The award reinforces the company’s positioning in industrial water treatment, although the direct near-term financial impact is unclear. FilmTec Fortilife XC220 Sustainability Product of the Year
• Negative Sentiment: Third-quarter guidance fell short: DuPont forecast adjusted EPS of $1.80–$1.90 and revenue of approximately $1.8 billion, below analyst expectations of $1.93 EPS and $1.9 billion in revenue. The outlook may limit enthusiasm despite the strong quarter and raised annual forecast. DD Q2 Earnings Beat on Higher Organic Sales

Institutional Investors Weigh In On DuPont de Nemours

Several institutional investors have recently bought and sold shares of DD. Lazard Asset Management LLC increased its position in shares of DuPont de Nemours by 7.1% during the second quarter. Lazard Asset Management LLC now owns 2,430 shares of the basic materials company’s stock worth $166,000 after purchasing an additional 162 shares in the last quarter. Quadrant Capital Group LLC grew its position in shares of DuPont de Nemours by 1.9% during the 4th quarter. Quadrant Capital Group LLC now owns 13,401 shares of the basic materials company’s stock valued at $539,000 after acquiring an additional 244 shares during the period. Hudson Bay Capital Management LP increased its position 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 valued at $2,090,000 after buying an additional 274 shares in the last quarter. Gallagher Fiduciary Advisors LLC lifted its stake in DuPont de Nemours by 8.4% in the 2nd quarter. Gallagher Fiduciary Advisors LLC now owns 3,614 shares of the basic materials company’s stock valued at $248,000 after buying an additional 281 shares in the last quarter. Finally, CreativeOne Wealth LLC boosted its stake in 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 buying an additional 313 shares during the last quarter. 73.96% of the stock is currently 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.