DuPont de Nemours
About: DuPont is a diversified global specialty chemicals company created in 2019 as a result of the DowDuPont merger and subsequent separations. Its portfolio includes specialty chemicals and downstream products that serve the electronics, water, construction, safety and protection, automotive, and healthcare industries. DuPont plans to separate the company into three companies going forward, one focused on electronics, one focused on water, and one with more diversified end market exposure. We expect the separations will occur by mid-2026.
Employees: 24,000
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
25% more call options, than puts
Call options by funds: $612M | Put options by funds: $490M
7% more capital invested
Capital invested by funds: $24.3B [Q2] → $26B (+$1.75B) [Q3]
8% more first-time investments, than exits
New positions opened: 119 | Existing positions closed: 110
1% more funds holding
Funds holding: 1,364 [Q2] → 1,373 (+9) [Q3]
0% more funds holding in top 10
Funds holding in top 10: 9 [Q2] → 9 (+0) [Q3]
2% less repeat investments, than reductions
Existing positions increased: 492 | Existing positions reduced: 504
2.02% less ownership
Funds ownership: 72.23% [Q2] → 70.21% (-2.02%) [Q3]
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
5 analyst ratings
Citigroup Patrick Cunningham 28% 1-year accuracy 9 / 32 met price target | 19%upside $92 | Buy Maintained | 18 Dec 2024 |
RBC Capital Arun Viswanathan 17% 1-year accuracy 12 / 70 met price target | 35%upside $104 | Outperform Maintained | 7 Nov 2024 |
Wells Fargo Michael Sison 8% 1-year accuracy 3 / 38 met price target | 39%upside $107 | Overweight Maintained | 6 Nov 2024 |
Barclays Duffy Fischer 67% 1-year accuracy 8 / 12 met price target | 10%upside $85 | Underweight Maintained | 6 Nov 2024 |
Morgan Stanley Vincent Andrews 50% 1-year accuracy 2 / 4 met price target | 22%upside $94 | Equal-Weight Maintained | 21 Oct 2024 |
Financial journalist opinion
Based on 13 articles about DD published over the past 30 days