DuPont de Nemours, Inc. (DD)

In November 2025, DuPont completed the spin-off of its Electronics business into Qnity Electronics, Inc. On August 29, 2025, DuPont announced an agreement to sell its Aramids business for approximately $1.8 billion, expected to close in Q1 2026. On November 6, 2025, DuPont reported 6% organic sales growth in Q3 2025, driven by Healthcare, Water, and AI-driven electronics, but missed EPS and revenue expectations. DuPont cut its dividend by 51.2% in January 2026 and launched a $2 billion share repurchase program. DD stock gained 24.8% over the past three months, rose 27.2% year-to-date in 2025, and climbed 17.1% over the past 52 weeks, with a share price of $43.81 as of January 9, 2026.

DuPont de Nemours experiences demand seasonality, with anticipated seasonal declines in electronics and construction markets in the fourth quarter. These declines are partially offset by recovery in water and medical packaging end-markets. In Q3 2025, customers accelerated orders to avoid disruptions related to separation activities, leading to higher organic growth in Q3 and lower expected growth in Q4.

DuPont de Nemours, Inc. is a global materials science company providing technology-based materials and solutions, operating mainly in specialty chemicals and advanced materials. Its products include adhesives, printing solutions, construction materials, fabrics, healthcare solutions, and personal protective equipment, with brands like Kevlar, Nomex, and Tyvek. DuPont has spun off its Electronics business into Qnity Electronics, Inc. and plans to sell its Aramids business to focus on high-margin sectors like water and healthcare.

DuPont de Nemours has a strong global presence with subsidiaries in approximately 50 countries and manufacturing in 24. In 2024, Asia Pacific contributed the most to revenue at 43.34%, followed by the U.S. & Canada at 35.32%, EMEA at 17.33%, and Latin America at 4.01%.

In the past year, there were no widely reported events directly impacting DuPont de Nemours' brand reputation. Historically, the company has faced criticism related to environmental concerns. Recent strategic shifts towards water purification and healthcare could positively influence its brand perception by aligning with sustainability and health-focused market trends.

DuPont de Nemours, Inc. is primarily held by institutional owners, accounting for approximately 73.21% of the shares, while retail investors own about 25.15%, and insiders hold 1.64%. Major institutional owners include Vanguard Group Inc., BlackRock Inc., and State Street Corp. Recent insider trading activity in November 2025 involved sales and acquisitions by officers Erik Thomas Hoover and Lori Koch, and acquisitions by directors Alexander M. Cutler, Amy G. Brady, and Frederick M. Lowery.