Varma Mutual Pension Insurance Co Has $10.48 Million Holdings in DuPont de Nemours, Inc. $DD

Key Points

• Varma Mutual Pension Insurance raised its stake in DuPont by 73.1%, buying 110,100 shares to hold 260,639 shares valued at about $10.48 million (≈0.06% of the company).
• DuPont beat Q1 estimates (adjusted EPS $0.55 vs. $0.48), raised FY2026 guidance to $2.35–2.40 and announced a $275M accelerated share repurchase, triggering analyst price-target upgrades and an average target of $54.57.
• The company declared a $0.20 quarterly dividend (annualized $0.80) with an ex-dividend date of May 15, implying a yield of roughly 1.6%.

Varma Mutual Pension Insurance Co lifted its holdings in shares of DuPont de Nemours, Inc. (NYSE:DD - Free Report) by 73.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 260,639 shares of the basic materials company's stock after purchasing an additional 110,100 shares during the period. Varma Mutual Pension Insurance Co owned 0.06% of DuPont de Nemours worth $10,478,000 as of its most recent filing with the SEC.

A number of other hedge funds also recently modified their holdings of the business. Brighton Jones LLC raised its stake in DuPont de Nemours by 19.6% during the fourth quarter. Brighton Jones LLC now owns 5,012 shares of the basic materials company's stock worth $382,000 after buying an additional 822 shares during the last quarter. Empowered Funds LLC raised its stake in DuPont de Nemours by 8.9% during the first quarter. Empowered Funds LLC now owns 11,550 shares of the basic materials company's stock worth $863,000 after buying an additional 947 shares during the last quarter. Sivia Capital Partners LLC bought a new position in DuPont de Nemours during the second quarter worth $365,000. United Bank raised its stake in DuPont de Nemours by 14.6% during the second quarter. United Bank now owns 18,816 shares of the basic materials company's stock worth $1,291,000 after buying an additional 2,396 shares during the last quarter. Finally, First Trust Advisors LP raised its stake in DuPont de Nemours by 2.1% during the second quarter. First Trust Advisors LP now owns 200,444 shares of the basic materials company's stock worth $13,749,000 after buying an additional 4,186 shares during the last quarter. Institutional investors and hedge funds own 73.96% of the company's stock.

Analysts Set New Price Targets

A number of equities analysts recently weighed in on the stock. Mizuho lifted their target price on shares of DuPont de Nemours from $46.00 to $52.00 and gave the stock an "outperform" rating in a research note on Tuesday, February 10th. Morgan Stanley lifted their target price on shares of DuPont de Nemours from $44.00 to $52.00 and gave the stock an "equal weight" rating in a research note on Tuesday, April 28th. BMO Capital Markets lifted their target price on shares of DuPont de Nemours from $25.10 to $60.00 and gave the stock an "outperform" rating in a research note on Tuesday. Deutsche Bank Aktiengesellschaft lifted their target price on shares of DuPont de Nemours from $46.00 to $58.00 and gave the stock a "buy" rating in a research note on Wednesday, February 18th. Finally, Argus lowered their target price on shares of DuPont de Nemours from $86.00 to $52.00 and set a "buy" rating for the company in a research note on Thursday, February 5th. Twelve investment analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, DuPont de Nemours has an average rating of "Moderate Buy" and an average target price of $54.57.

DuPont de Nemours News Summary

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

• Positive Sentiment: Q1 beat — DuPont posted adjusted EPS of $0.55 vs. consensus $0.48 and revenue of $1.68B (up ~4% Y/Y), with productivity gains and stronger demand in healthcare and aerospace cited as drivers. DD Q1 Earnings Beat on Productivity Gains, Sales Rise Y/Y
• Positive Sentiment: Raised guidance and $275M buyback — management bumped FY2026 adjusted EPS to $2.35–2.40 (above consensus) and issued Q2 guidance of $0.59, while announcing a $275M accelerated share repurchase to return capital. This combination supports earnings-per-share upside. DuPont Reports First Quarter 2026 Results
• Positive Sentiment: Analyst upgrade — BMO raised its price target sharply to $60 and maintained an outperform rating, which can attract incremental investor interest and buying. MarketScreener
• Neutral Sentiment: Balance-sheet & cash flow update — Q1 generated operating cash flow (~$232M) and transaction-adjusted free cash flow (~$147M); company completed the Aramids divestiture (proceeds likely help fund the buyback). These are supportive but not immediate earnings catalysts. DuPont Reports First Quarter 2026 Results
• Neutral Sentiment: Sustainability report published — DuPont released its 2026 Sustainability Report with 2035 goals; relevant for ESG-focused investors but less likely to move near-term valuation. DuPont Publishes 2026 Sustainability Report
• Negative Sentiment: Input-cost and margin risk — some coverage notes that rising input costs tied to geopolitical tensions could pressure margins; investors should watch raw-material trends and margin recovery in coming quarters. DuPont rallies after strong results—more upside ahead?

DuPont de Nemours Trading Up 8.4%

DD opened at $49.23 on Wednesday. DuPont de Nemours, Inc. has a 1-year low of $26.82 and a 1-year 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 company has a market cap of $20.18 billion, a P/E ratio of -26.47, a price-to-earnings-growth ratio of 1.57 and a beta of 1.02. The company has a fifty day moving average price of $46.47 and a two-hundred day moving average price of $43.14.

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 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 during the quarter, compared to the consensus estimate of $1.67 billion. During the same period in the previous year, the firm posted $1.03 earnings per share. The business's revenue was up 4.3% compared to the same quarter last year. 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. Analysts predict that DuPont de Nemours, Inc. will post 2.27 EPS for the current fiscal year.

DuPont de Nemours Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, May 29th. Stockholders of record on Friday, May 15th will be issued a dividend of $0.20 per share. This represents a $0.80 dividend on an annualized basis and a dividend yield of 1.6%. The ex-dividend date is Friday, May 15th. DuPont de Nemours's dividend payout ratio (DPR) is currently -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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