DuPont de Nemours, Inc. (DD)

Over the past six months, DuPont's stock price has experienced a decline. As of June 20, 2025, the share price was $66.20, representing a 17.07% decrease from $79.83 on June 21, 2024. Key events impacting the stock include strong Q3 2024 earnings, surpassing earnings and revenue estimates in Q4 2024, strategic realignment plans to split into three companies (shelving the water division spin-off), and anticipated seasonal declines in electronics and construction markets.

DuPont's sales exhibit seasonality in consumer electronics, with increased demand in the second and third fiscal quarters and anticipated declines in the fourth quarter. North American and European construction also see increased demand in the second and third quarters, with declines expected in the fourth quarter. Historically, agriculture experienced peak sales during planting seasons. The company expects continued recovery in water and medical packaging markets to partly offset seasonal declines in other areas.

DuPont de Nemours, Inc. is a global innovation leader specializing in technology-based materials and solutions, operating primarily within the Materials sector, specifically in the Chemicals: Major Diversified industry. The company's business is structured around key segments: Electronics & Industrial, Water & Protection, and Corporate & Other. Its product portfolio includes advanced materials for semiconductor fabrication, water purification technologies, and engineered products for worker safety.

DuPont de Nemours, Inc. has a significant global presence, operating in more than 50 countries with manufacturing facilities in 24 countries. Asia/Pacific accounts for 43.4% of net sales, and the United States accounts for 33.1%. The company serves customers across various regions, including the United States, Canada, Asia Pacific, Latin America, Europe, the Middle East, and Africa.

DuPont's brand reputation is tied to its history of innovation and focus on technology-based materials. The company faces challenges related to environmental regulations, PFAS litigation, and a complex corporate structure. Positive developments include expansion in healthcare manufacturing, advancements in electronics, and sustainability initiatives.

DuPont de Nemours, Inc. is heavily dominated by institutional owners, who hold approximately 71.03% to 84.7% of the company's stock. Individual investors hold about 27.40% of the stock, while insiders own less than 1.56%. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., and State Street Corp.