Barrow Hanley Mewhinney & Strauss Reduces $628M in DuPont de Nemours, Inc. ($DD)
Barrow Hanley Mewhinney & Strauss cut its DuPont stake by 61.8%, selling over 4.6 million shares.
Key Points
- Barrow Hanley Mewhinney & Strauss reduced its stake in DuPont by 61.8%, selling 4,630,435 shares to hold 2,860,991 shares as of the latest 13F filing.
- DuPont shares traded near $140.01 on Wednesday with a market cap of $19.52 billion and a P/E ratio of 126.82.
- Insiders like CEO Lori Koch sold shares recently, while analysts from UBS and RBC Capital maintained 'buy' ratings with targets around $56.
Important disclosure: Podchat is not a registered investment adviser, broker-dealer, or financial planner. This article is for informational and educational purposes only and is not a recommendation to buy, sell, or hold any security. Content may be generated by automated systems using public filings, market data, and third-party sources, and may contain errors or omissions. Investing involves risk, including possible loss of principal. Past performance, insider activity, analyst ratings, price targets, sentiment scores, and hypothetical or backtested results are not guarantees of future performance. Please do your own research and consult a qualified professional before making investment decisions.
Barrow Hanley Mewhinney & Strauss made a significant move in its DuPont de Nemours, Inc. (NYSE:DD) holdings, cutting its stake by 61.8%. The firm sold 4,630,435 shares, leaving it with 2,860,991 shares valued at approximately $400.6 million, according to a recent Form 13F filing for the period ending March 31, 2026.
Barrow Hanley Mewhinney & Strauss vs. the S&P 500
Hypothetical, simulated performance of disclosed positions vs. the S&P 500. Not realized profit and not investment advice. Past performance does not indicate future results. Details.
What Changed in Barrow Hanley's DuPont Position
Barrow Hanley reduced its position in DuPont significantly, selling 4,630,435 shares. This cut brought its total holdings down to 2,860,991 shares, representing a 61.8% decrease from its previous stake of 7,491,426 shares.
Other Institutional Activity in DuPont
Several other institutional investors also adjusted their positions in DuPont. BlackRock, Inc. increased its holdings slightly by 116,637 shares, ending with 10,387,631 shares valued at about $1.43 billion. Vanguard Capital Management LLC opened a new position with 8,864,631 shares worth approximately $1.22 billion. Similarly, Vanguard Portfolio Management LLC initiated a stake with 6,434,770 shares valued at roughly $884.1 million. State Street Corp added 97,151 shares to hold 6,234,508 shares valued at $856.6 million. Invesco Ltd., however, reduced its position by 863,149 shares, now holding 3,975,051 shares valued at $546.2 million.
DuPont de Nemours, Inc. Stock Down 0.5%
Shares of DuPont de Nemours, Inc. traded near $140.01 on Wednesday. The company has a market cap of $19.52 billion and a P/E ratio of 126.82. DuPont's stock has seen a 52-week low of $27.45 and a high of $52.66. The stock's 50-day moving average is $47.62, while the 200-day moving average is $42.31. The company maintains a current ratio of 2.68 and a quick ratio of 1.08, with a debt-to-equity ratio of 22.59.
$DD stock price
Daily closing prices, year to date. Not investment advice.
Recent Earnings
DuPont reported revenue of $6.92 billion, reflecting a growth of 4.3%. However, the company's net margin was slightly negative at -0.42%, and its return on equity stood at 0.90%. Earnings per share came in at $0.38. The next earnings report is expected on August 4, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
-
Forward outlook
1 analysts raised price targets.
-
EPS & revenue
EPS beat estimates by 10.4%. Revenue missed estimates by 2.0%.
-
Profit surprise
EBITDA missed by 46 percent. Operating income missed by 52 percent.
-
Pre-earnings setup
Bar was high, analysts already very bullish.
-
Analyst signal
1 target raise.
-
Earnings quality
Gross margin up 3.2 points. Operating margin down 5.0 points. Positive free cash flow.
Earnings Call Summary
DuPont delivered a strong first quarter with organic sales growth of 2 percent and 20 percent adjusted earnings growth on a pro forma basis. Healthcare sales were especially strong at high single digit growth, while water was hampered by about $10 million in shipment delays from Middle East logistics disruptions. Management emphasized continued innovation, with plans to launch an AI platform for product development, and noted steady progress on their operational improvement program including Kaizen events. The company completed the Aramids divestiture and announced a $275 million accelerated share buyback, returning capital to shareholders while maintaining balance sheet strength.
Guidance DuPont raised full year sales guidance to about $7.2 billion and adjusted earnings to $2.35 to $2.40 per share. They expect about 4 percent organic growth for the year, including roughly 1 percent from pricing to cover higher raw material costs from the Middle East conflict. The company also projects strong margin expansion through the rest of the year.
Neutral report. Results and guidance were close to expectations, with limited evidence of a reset either way.
Dividend
DuPont pays an annual dividend rate of $0.80, yielding 1.68%. The company's dividend payout ratio is 3.21%.
Insider Buying and Selling at DuPont de Nemours, Inc.
Insider activity at DuPont included CEO Lori Koch selling 261 shares on June 2, 2026, at $48.82 per share. On May 31, 2026, CFO Antonella Franzen sold 1,558 shares at $48.03, and Lori Koch sold another 4,673 shares at the same price. On May 29, 2026, Alexander Cutler, Frederick Lowery, and Donald Macpherson bought 1,033, 800, and 671 shares, respectively, at $48.42.
Analysts Set New Price Targets
On June 23, 2026, Morgan Stanley maintained a 'hold' rating on DuPont with a price target of $156. UBS and RBC Capital, on May 6 and April 24, respectively, maintained 'buy' ratings with price targets of $59 and $56. The consensus among 16 analysts is a 'buy' recommendation, with a mean price target of $56.81.
About DuPont
DuPont de Nemours, Inc., headquartered in Wilmington, Delaware, is a major player in the specialty chemicals industry. The company offers technology-based materials and solutions globally, operating through its Healthcare & Water Technologies and Diversified Industrials segments. Products include components for medical devices, water filtration solutions, and engineered products for various markets. Led by CEO Lori D. Koch, DuPont employs around 15,000 people.
Bottom Line
Barrow Hanley Mewhinney & Strauss's decision to reduce its stake in DuPont by over 60% is a notable shift in its investment strategy. Investors keep an eye on such filings to gauge institutional sentiment, though it's important to remember that 13F filings are backward-looking and may not reflect the current position. With DuPont's stock trading near its highs, insider sales and analyst ratings offer additional insights into market perceptions.
Get DuPont de Nemours, Inc. alerts
New 13F filings, insider trades, and analyst moves on $DD, sent to your inbox. Free, and you can unsubscribe anytime.
This instant news alert was generated by automated narrative technology and financial data from Podchat and public regulatory filings. It is for informational purposes only and is not financial advice.