DuPont de Nemours (DD)

• Market cap: $24.6B
• 1 day: 1.50%
• 5 days: 5.07%
• 1 month: -22.60%
• 3 months: -22.37%
• 6 months: -29.45%
• Year to date: -20.27%
• 1 year: -17.72%
• 5 years: 56.78%
• 10 years: -70.16%
• Sector: Materials
• Industry: Specialty Chemicals

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 spin off its electronics business by the end of 2025.

Employees: 24,000

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

24% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 125

1.17% more ownership

Funds ownership: 70.07% [Q3] → 71.24% (+1.17%) [Q4]

4% more call options, than puts

Call options by funds: $453M | Put options by funds: $438M

3% more repeat investments, than reductions

Existing positions increased: 506 | Existing positions reduced: 493

0% more funds holding

Funds holding: 1,380 [Q3] → 1,384 (+4) [Q4]

12% less capital invested

Capital invested by funds: $26B [Q3] → $22.9B (-$3.08B) [Q4]

22% less funds holding in top 10

Funds holding in top 10: 9 [Q3] → 7 (-2) [Q4]

Research analyst outlook

9 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $74 23% upside
• Avg. target: $83 37% upside
• High target: $112 86% upside

9 analyst ratings

• positive: 7 78%
• neutral: 2 22%
• negative: 0 0%

B of A Securities Steve Byrne 50% 1-year accuracy 13 / 26 met price target	25% upside $75	Neutral Upgraded	15 Apr 2025
UBS Joshua Spector 29% 1-year accuracy 15 / 52 met price target	25% upside $75	Buy Maintained	15 Apr 2025
Mizuho John Roberts 8% 1-year accuracy 3 / 39 met price target	33% upside $80	Outperform Maintained	15 Apr 2025
Keybanc Bradley Thomas 48% 1-year accuracy 10 / 21 met price target	35% upside $81	Overweight Upgraded	14 Apr 2025
Wells Fargo Michael Sison 25% 1-year accuracy 13 / 53 met price target	35% upside $81	Overweight Maintained	9 Apr 2025