DuPont de NemoursDD
Market Cap: $33B
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 Q2 SEC filings by fund managers ($100M+ AUM)
46% more first-time investments, than exits
New positions opened: 142 | Existing positions closed: 97
18% more call options, than puts
Call options by funds: $496M | Put options by funds: $420M
13% more funds holding in top 10
Funds holding in top 10: 8 [Q1] → 9 (+1) [Q2]
3% more funds holding
Funds holding: 1,308 [Q1] → 1,353 (+45) [Q2]
2% more capital invested
Capital invested by funds: $23.3B [Q1] → $23.8B (+$484M) [Q2]
2.14% less ownership
Funds ownership: 72.81% [Q1] → 70.67% (-2.14%) [Q2]
16% less repeat investments, than reductions
Existing positions increased: 447 | Existing positions reduced: 529
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
RBC Capital Arun Viswanathan 57% 1-year accuracy 35 / 61 met price target | 29%upside $102 | Outperform Maintained | 5 Aug 2024 |
Deutsche Bank David Begleiter 11% 1-year accuracy 1 / 9 met price target | 24%upside $98 | Buy Maintained | 1 Aug 2024 |
Citigroup Patrick Cunningham 66% 1-year accuracy 23 / 35 met price target | 19%upside $94 | Buy Maintained | 12 Jul 2024 |
Financial journalist opinion
Based on 8 articles about DD published over the past 30 days