Caisse de Depot Et Placement Du Quebec Adds $137M in DuPont de Nemours, Inc. ($DD)
The fund raised its DuPont holdings by 34.4%, adding over a million shares in the latest quarter.
Key Points
- Caisse de Depot Et Placement Du Quebec boosted its DuPont stake by 34.4%, adding 1,009,410 shares to total 3,946,219 shares valued at $552.5 million as of the latest SEC filing.
- DuPont traded near $140.01 on Wednesday, with a market cap of $19.52 billion and a P/E ratio of 126.82, while the company reported revenue of $6.92 billion with a slight growth.
- Insider transactions included CEO Lori Koch selling shares, while analysts from Morgan Stanley and UBS maintained their ratings with varied price targets.
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Caisse de Depot Et Placement Du Quebec has increased its stake in DuPont de Nemours, Inc. (NYSE:DD) by 34.4%, according to its latest 13F filing with the SEC for the period ending March 31, 2026. The fund added 1,009,410 shares, bringing its total to 3,946,219 shares valued at approximately $552.5 million.
Caisse de Depot Et Placement Du Quebec vs. the S&P 500
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What Changed in Caisse de Depot Et Placement Du Quebec's DuPont Position
The fund's recent move to boost its holdings in DuPont reflects a 34.4% increase in shares, rising from 2,936,809 to 3,946,219 shares. This adjustment adds significant weight to its investment, indicating continued confidence in the specialty chemicals firm.
Other Institutional Activity in DuPont
BlackRock, Inc. also increased its DuPont holdings slightly by 116,637 shares, ending the period with a total of 10,387,631 shares valued at about $1.43 billion. Vanguard Capital Management LLC initiated a new position, acquiring 8,864,631 shares worth approximately $1.22 billion. Similarly, Vanguard Portfolio Management LLC opened a new position with 6,434,770 shares valued at $884.1 million. State Street Corp added 97,151 shares for a total of 6,234,508 shares valued at $856.6 million. In contrast, Invesco Ltd. reduced its stake 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 NYSE:DD traded near $140.01 on Wednesday. DuPont has a market capitalization of $19.52 billion and a P/E ratio of 126.82. The stock's 52-week range is between $27.45 and $52.66. It maintains a 50-day moving average of $47.62 and a 200-day moving average of $42.31. The company's current ratio stands at 2.68, with a quick ratio of 1.08 and 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 modest growth rate of 4.3%. However, the company posted a net margin of -0.42%, with a return on equity of 0.90%. The next earnings report is expected on August 4, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
1 analysts raised price targets.
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EPS & revenue
EPS beat estimates by 10.4%. Revenue missed estimates by 2.0%.
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Profit surprise
EBITDA missed by 46 percent. Operating income missed by 52 percent.
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Pre-earnings setup
Bar was high, analysts already very bullish.
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Analyst signal
1 target raise.
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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 offers an annual dividend rate of $0.80 per share, yielding 1.68%. The dividend payout ratio is relatively low at 3.21%.
Insider Buying and Selling at DuPont de Nemours, Inc.
Recent insider activity at DuPont includes CEO Lori Koch selling shares on June 2, 2026, and May 31, 2026. Senior Vice President and CFO Antonella Franzen also sold shares on May 31, 2026. On the buying side, Alexander Cutler, Frederick Lowery, and Donald MacPherson purchased shares on May 29, 2026.
Analysts Set New Price Targets
On June 23, 2026, Morgan Stanley maintained a hold rating on DuPont with a price target of $156. UBS continued its buy rating with a target of $59 as of May 6, 2026. RBC Capital and Citigroup also upheld their buy ratings with targets of $56 and $58, respectively.
About DuPont de Nemours, Inc.
DuPont de Nemours, Inc. is a leader in the specialty chemicals industry, providing innovative materials and solutions across various sectors. Headquartered in Wilmington, Delaware, DuPont operates through segments like Healthcare & Water Technologies and Diversified Industrials. The company offers products ranging from medical device components to water filtration solutions, serving markets worldwide. Under the leadership of CEO Lori D. Koch, DuPont continues to focus on sustainability and innovation, supported by a workforce of about 15,000 employees.
Bottom Line
Caisse de Depot Et Placement Du Quebec's increased investment in DuPont highlights ongoing interest in the company's potential. Institutional investors and analysts are closely watching DuPont's performance, particularly with its next earnings report scheduled for August. As always, remember that 13F filings are backward-looking, reflecting positions at the end of the reporting period.
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