DuPont de Nemours, Inc. (DD)

Over the past six months, several events have impacted DuPont de Nemours, Inc.'s stock price. In Q1 2025, DuPont reported better-than-expected adjusted earnings but guided Q2 earnings and revenues below consensus, while upholding its full-year guidance. In Q2 2025, DuPont reported better-than-expected adjusted earnings and sales, raising its full-year earnings guidance, driven by strong demand in electronics, healthcare, and water end-markets. DuPont is on track to complete the spin-off of its Electronics business, to be named Qnity Electronics, by November 1, 2025. DuPont announced a settlement with New Jersey regarding PFAS claims, involving a $177 million payout over 25 years. DuPont signed an agreement to acquire Sinochem (Ningbo) RO Memtech Co., Ltd. to expand its reverse osmosis (RO) manufacturing footprint into China and the Asia Pacific region. As of October 2, 2025, DD stock was up 6.86% over the past 30 days but down 8.02% for the past 12 months.

DuPont de Nemours, Inc. experiences demand seasonality in its agriculture segment, with peak sales occurring during planting seasons, particularly in the Northern Hemisphere. However, this seasonality is partially mitigated by other products within its diverse portfolio that do not have a material seasonal effect.

DuPont de Nemours, Inc. is a global leader in specialty chemicals and advanced materials, operating within the Chemicals sector. The company develops and manufactures products that address critical needs in various markets, including electronics & industrial, water & protection, mobility & materials, and other specialty products. DuPont serves a wide array of industries, including automotive, building & construction, energy, electronics, food & beverage, aerospace, textile, medical, personal care, and packaging & printing.

DuPont de Nemours, Inc. has a significant global presence, operating in over 70 countries and with manufacturing operations in 24 countries. In fiscal year 2024, the Asia Pacific region was the largest contributor to its revenue, accounting for 43.34% of total revenue. The U.S. & Canada generated 35.32%, EMEA contributed 17.33%, and Latin America represented 4.01% of the total revenue.

In the past year, DuPont's brand reputation has been significantly impacted by ongoing environmental concerns, particularly related to PFAS liabilities. The company faces ESG challenges and PFAS liabilities that will erode future value, with mounting environmental regulations and litigation raising costs. A notable event was the settlement with New Jersey regarding PFAS claims, which involves a $177 million payout over 25 years. Public sentiment reflects a negative perception, with comments referencing the company having poisoned the world for decades.

DuPont de Nemours, Inc. is primarily owned by institutional shareholders, who hold approximately 72.38% of the company's stock. Retail investors own about 26.06%, and insiders hold 1.56%. Major institutional owners include Vanguard Group Inc., BlackRock Inc., and State Street Corp.