DuPont de Nemours
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)
53% more first-time investments, than exits
New positions opened: 144 | Existing positions closed: 94
18% more call options, than puts
Call options by funds: $497M | Put options by funds: $420M
13% more funds holding in top 10
Funds holding in top 10: 8 [Q1] → 9 (+1) [Q2]
4% more funds holding
Funds holding: 1,311 [Q1] → 1,361 (+50) [Q2]
2% more capital invested
Capital invested by funds: $23.3B [Q1] → $23.8B (+$491M) [Q2]
2.12% less ownership
Funds ownership: 72.81% [Q1] → 70.69% (-2.12%) [Q2]
16% less repeat investments, than reductions
Existing positions increased: 448 | Existing positions reduced: 531
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
5 analyst ratings
Morgan Stanley Vincent Andrews 100% 1-year accuracy 5 / 5 met price target | 11%upside $94 | Equal-Weight Maintained | 21 Oct 2024 |
Barclays Duffy Fischer 55% 1-year accuracy 6 / 11 met price target | 0%downside $84 | Underweight Downgraded | 7 Oct 2024 |
RBC Capital Arun Viswanathan 52% 1-year accuracy 23 / 44 met price target | 21%upside $102 | Outperform Maintained | 5 Aug 2024 |
Deutsche Bank David Begleiter 75% 1-year accuracy 6 / 8 met price target | 16%upside $98 | Buy Maintained | 1 Aug 2024 |
Barclays Duffy Fischer 55% 1-year accuracy 6 / 11 met price target | 4%upside $88 | Equal-Weight Maintained | 1 Aug 2024 |
Financial journalist opinion
Based on 19 articles about DD published over the past 30 days
