Robeco Institutional Asset Management B.V. Decreases Stake in DuPont de Nemours, Inc. $DD

Key Points

• Robeco Institutional Asset Management cut its stake in DuPont by 67.5% in Q4, selling 374,053 shares and leaving it with 179,838 shares valued at $7.229 million.
• DuPont beat Q4 EPS estimates ($0.46 vs. $0.43) and set FY2026 guidance of 2.25–2.30 EPS (Q1 guidance 0.48); the company also announced a $0.20 quarterly dividend (1.7% yield). Analysts maintain a consensus of "Moderate Buy" with an average price target of $53.11.

Robeco Institutional Asset Management B.V. reduced its position in DuPont de Nemours, Inc. (NYSE:DD - Free Report) by 67.5% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 179,838 shares of the basic materials company's stock after selling 374,053 shares during the period. Robeco Institutional Asset Management B.V.'s holdings in DuPont de Nemours were worth $7,229,000 at the end of the most recent quarter.

Other large investors have also modified their holdings of the company. Oppenheimer & Co. Inc. grew its stake in DuPont de Nemours by 39.2% in the third quarter. Oppenheimer & Co. Inc. now owns 104,565 shares of the basic materials company's stock worth $8,146,000 after purchasing an additional 29,473 shares in the last quarter. Xponance Inc. grew its stake in DuPont de Nemours by 113.6% in the third quarter. Xponance Inc. now owns 134,797 shares of the basic materials company's stock worth $10,501,000 after purchasing an additional 71,695 shares in the last quarter. Citigroup Inc. grew its stake in DuPont de Nemours by 20.2% in the third quarter. Citigroup Inc. now owns 572,650 shares of the basic materials company's stock worth $44,609,000 after purchasing an additional 96,062 shares in the last quarter. Bank of New York Mellon Corp grew its stake in DuPont de Nemours by 0.9% in the third quarter. Bank of New York Mellon Corp now owns 3,169,908 shares of the basic materials company's stock worth $246,936,000 after purchasing an additional 29,543 shares in the last quarter. Finally, Dimensional Fund Advisors LP grew its stake in DuPont de Nemours by 3.8% in the third quarter. Dimensional Fund Advisors LP now owns 3,337,753 shares of the basic materials company's stock worth $259,974,000 after purchasing an additional 121,216 shares in the last quarter. Institutional investors own 73.96% of the company's stock.

DuPont de Nemours Price Performance

NYSE DD opened at $46.07 on Thursday. DuPont de Nemours, Inc. has a 12 month low of $24.48 and a 12 month high of $52.66. The company has a debt-to-equity ratio of 0.22, a current ratio of 2.42 and a quick ratio of 1.91. The firm has a market capitalization of $18.88 billion, a PE ratio of -24.77, a P/E/G ratio of 1.17 and a beta of 1.09. The company's 50 day simple moving average is $47.16 and its 200 day simple moving average is $41.91.

DuPont de Nemours (NYSE:DD - Get Free Report) last posted its quarterly earnings data on Tuesday, February 10th. The basic materials company reported $0.46 EPS for the quarter, beating analysts' consensus estimates of $0.43 by $0.03. DuPont de Nemours had a negative net margin of 7.03% and a positive return on equity of 7.37%. The business had revenue of ($1,871.00) million for the quarter, compared to analyst estimates of $1.69 billion. During the same quarter last year, the business earned $1.13 earnings per share. The business's revenue for the quarter was up .2% on a year-over-year basis. DuPont de Nemours has set its FY 2026 guidance at 2.250-2.300 EPS and its Q1 2026 guidance at 0.480-0.480 EPS. As a group, equities research analysts forecast that DuPont de Nemours, Inc. will post 4.38 EPS for the current fiscal year.

DuPont de Nemours Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, May 29th. Investors of record on Friday, May 15th will be paid a dividend of $0.20 per share. This represents a $0.80 dividend on an annualized basis and a dividend yield of 1.7%. The ex-dividend date is Friday, May 15th. DuPont de Nemours's dividend payout ratio (DPR) is currently -43.01%.

Analysts Set New Price Targets

A number of equities analysts recently commented on the company. KeyCorp lifted their price target on DuPont de Nemours from $51.00 to $57.00 and gave the stock an "overweight" rating in a research note on Wednesday, February 11th. UBS Group raised their target price on shares of DuPont de Nemours from $49.00 to $56.00 and gave the stock a "buy" rating in a report on Wednesday, February 11th. Argus cut their target price on shares of DuPont de Nemours from $86.00 to $52.00 and set a "buy" rating on the stock in a report on Thursday, February 5th. Deutsche Bank Aktiengesellschaft raised their target price on shares of DuPont de Nemours from $46.00 to $58.00 and gave the stock a "buy" rating in a report on Wednesday, February 18th. Finally, Wells Fargo & Company raised their target price on shares of DuPont de Nemours from $50.00 to $55.00 and gave the stock an "overweight" rating in a report on Wednesday, February 11th. One analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and an average price target of $53.11.

DuPont de Nemours 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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