RNC Capital Management LLC Cuts Stock Position in DuPont de Nemours, Inc. $DD

Key Points

• RNC Capital Management cut its stake in DuPont by 50.9% in Q4, selling 36,838 shares and leaving it with 35,526 shares worth about $1.43 million.
• DuPont reported an adjusted Q1 EPS beat ($0.55 vs. $0.48), raised FY‑2026 guidance to $2.35–$2.40, and authorized an accelerated $275 million share buyback.
• Despite the adjusted beat, DuPont posted a negative GAAP net margin and GAAP EPS below adjusted, while analysts maintain a "Moderate Buy" consensus with an average target of about $54.57.

RNC Capital Management LLC decreased its holdings in shares of DuPont de Nemours, Inc. (NYSE:DD - Free Report) by 50.9% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 35,526 shares of the basic materials company's stock after selling 36,838 shares during the quarter. RNC Capital Management LLC's holdings in DuPont de Nemours were worth $1,428,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently added to or reduced their stakes in the business. Vanguard Group Inc. grew its stake in shares of DuPont de Nemours by 6.7% in the third quarter. Vanguard Group Inc. now owns 50,867,267 shares of the basic materials company's stock valued at $3,962,560,000 after buying an additional 3,203,044 shares in the last quarter. Invesco Ltd. lifted its position in DuPont de Nemours by 28.2% during the 3rd quarter. Invesco Ltd. now owns 8,828,110 shares of the basic materials company's stock worth $687,710,000 after acquiring an additional 1,942,589 shares in the last quarter. Mondrian Investment Partners LTD acquired a new position in DuPont de Nemours during the 3rd quarter worth approximately $138,503,000. Merewether Investment Management LP purchased a new position in DuPont de Nemours in the 3rd quarter worth approximately $99,689,000. Finally, Skandinaviska Enskilda Banken AB publ boosted its holdings in DuPont de Nemours by 1,135.4% in the 3rd quarter. Skandinaviska Enskilda Banken AB publ now owns 1,159,785 shares of the basic materials company's stock worth $90,347,000 after acquiring an additional 1,065,905 shares during the period. 73.96% of the stock is owned by hedge funds and other institutional investors.

DuPont de Nemours News Summary

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

• Positive Sentiment: Q1 beat and raised outlook — DuPont reported adjusted EPS $0.55 vs. consensus $0.48 and revenue $1.68B (vs. ~$1.67B), then raised full‑year 2026 EPS guidance to $2.35–2.40 (above consensus) and Q2 EPS to $0.59. This is the main catalyst supporting the stock. View Press Release
• Positive Sentiment: $275M buyback announced — Management authorized an accelerated $275 million share repurchase following the quarter, which supports EPS and signals confidence from the board. DuPont Lifts Outlook, Plans $275 Million Buyback
• Positive Sentiment: Improved cash conversion and divestiture — Q1 operating EBITDA of $414M, transaction-adjusted free cash flow of $147M, and completion of the Aramids divestiture reduce portfolio complexity and free up capital. DuPont Reports First Quarter 2026 Results
• Neutral Sentiment: Sustainability report published — The 2026 sustainability report lays out 2035 goals and climate progress; relevant for ESG-minded investors but unlikely to move near-term price. DuPont Publishes 2026 Sustainability Report
• Neutral Sentiment: Analyst coverage / comparisons — Brokerages show a “moderate buy” consensus and there are recent pieces comparing DuPont to peers; useful context but not new fundamental news. Brokerage Rating Peer Comparison
• Negative Sentiment: Profitability and GAAP vs adjusted mix — Despite the adjusted EPS beat, DuPont reported a negative net margin and GAAP EPS ($0.36) is below adjusted; investors may be cautious about earnings quality and margin pressure. View Press Release

Analysts Set New Price Targets

A number of research firms have recently issued reports on DD. Argus dropped their price objective on shares of DuPont de Nemours from $86.00 to $52.00 and set a "buy" rating on the stock in a research note on Thursday, February 5th. Deutsche Bank Aktiengesellschaft upped their target price on shares of DuPont de Nemours from $46.00 to $58.00 and gave the company a "buy" rating in a research note on Wednesday, February 18th. Zacks Research downgraded shares of DuPont de Nemours from a "strong-buy" rating to a "hold" rating in a research note on Monday, April 20th. Wolfe Research boosted their price objective on shares of DuPont de Nemours from $49.00 to $54.00 and gave the stock an "outperform" rating in a report on Wednesday, February 11th. Finally, Royal Bank Of Canada decreased their price objective on shares of DuPont de Nemours from $60.00 to $56.00 and set an "outperform" rating for the company in a research report on Friday, April 24th. Twelve analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and an average target price of $54.57.

DuPont de Nemours Stock Performance

DuPont de Nemours stock opened at $45.43 on Tuesday. DuPont de Nemours, Inc. has a 52 week low of $26.82 and a 52 week high of $52.66. The company has a current ratio of 2.42, a quick ratio of 1.91 and a debt-to-equity ratio of 0.22. The stock has a market cap of $18.62 billion, a P/E ratio of -24.43, a price-to-earnings-growth ratio of 1.60 and a beta of 1.02. The stock has a 50 day moving average of $46.49 and a 200-day moving average of $43.02.

DuPont de Nemours (NYSE:DD - Get Free Report) last posted its quarterly earnings results on Tuesday, May 5th. The basic materials company reported $0.55 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.48 by $0.07. DuPont de Nemours had a negative net margin of 7.03% and a positive return on equity of 7.37%. The firm had revenue of $1.68 billion for the quarter, compared to analysts' expectations of $1.67 billion. DuPont de Nemours has set its Q2 2026 guidance at 0.590-0.590 EPS and its FY 2026 guidance at 2.350-2.400 EPS. On average, analysts expect that DuPont de Nemours, Inc. will post 2.27 EPS for the current fiscal year.

DuPont de Nemours Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, May 29th. Stockholders of record on Friday, May 15th will be given a dividend of $0.20 per share. The ex-dividend date of this dividend is Friday, May 15th. This represents a $0.80 annualized dividend and a dividend yield of 1.8%. DuPont de Nemours's dividend payout ratio (DPR) is presently -43.01%.

DuPont de Nemours Company Profile

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.

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