Gabelli Funds Reduces $378K in DuPont de Nemours, Inc. ($DD)
Gabelli Funds cut its holdings in DuPont by 1.04%, selling 2,790 shares.
Key Points
- Gabelli Funds reduced its stake in DuPont de Nemours, Inc. by 2,790 shares, a 1.04% decrease, leaving it with 264,271 shares valued at $37 million.
- DuPont's shares traded near $140.01 on Wednesday, with a market cap of $19.5 billion and a P/E ratio of 126.8.
- Recent insider activity includes CEO Lori Koch selling shares, while analysts like Morgan Stanley maintain a hold rating with a $156 target.
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Gabelli Funds recently trimmed its position in DuPont de Nemours, Inc. (NYSE:DD) by selling 2,790 shares. This move represents a 1.04% decrease in its holdings, bringing the fund's total to 264,271 shares. The value of this stake is approximately $37 million, according to the latest Form 13F filing with the SEC.
Gabelli Funds vs. the S&P 500
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What Changed in Gabelli Funds' DuPont Position
Gabelli Funds decreased its investment in DuPont by 2,790 shares, reducing its stake by 1.04%. The fund now holds 264,271 shares, down from 267,061 shares previously. The reported value of these holdings is around $37 million.
Other Institutional Activity in DuPont
Other institutional investors have also been active with DuPont. BlackRock, Inc. increased its holdings by 116,637 shares, totaling 10,387,631 shares worth about $1.43 billion. Vanguard Capital Management LLC opened a new position with 8,864,631 shares valued at approximately $1.22 billion. Similarly, Vanguard Portfolio Management LLC initiated a stake with 6,434,770 shares, valued at $884 million. State Street Corp added 97,151 shares, bringing its total to 6,234,508 shares worth around $857 million. Meanwhile, Invesco Ltd. cut its position by 863,149 shares, ending with 3,975,051 shares valued at $546 million.
DuPont de Nemours, Inc. Stock Down 0.5%
Shares of DuPont de Nemours, Inc. traded near $140.01 on Wednesday. The company boasts a market cap of $19.5 billion and a P/E ratio of 126.8, with a forward P/E of 18.4. DuPont has a 52-week low of $27.45 and a high of $52.66. Its 50-day moving average is $47.62, and the 200-day moving average is $42.31. The company's current ratio is 2.68, and it has 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
In its latest earnings report, DuPont posted revenue of $6.92 billion, reflecting a 4.3% growth. The company reported an EPS of $0.38, with a net margin of -0.42% and a return on equity of 0.90%. The next earnings announcement is scheduled for 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, yielding 1.68%. The dividend payout ratio stands at 3.21%.
Insider Buying and Selling at DuPont de Nemours, Inc.
Recent insider transactions at DuPont included CEO Lori Koch selling 261 shares at $48.82 on June 2, 2026. On May 31, 2026, CFO Antonella Franzen sold 1,558 shares at $48.03, while Lori Koch sold an additional 4,673 shares at the same price. On May 29, 2026, insiders Alexander Cutler, Frederick Lowery, and Donald MacPherson each purchased shares 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 maintained a buy rating with a $59 target on May 6, 2026. RBC Capital also kept its buy rating with a $56 target on April 24, 2026. The consensus among 16 analysts is a buy rating, with a mean target price of $56.81.
About DuPont de Nemours, Inc.
DuPont de Nemours, Inc., headquartered in Wilmington, Delaware, is a major player in the basic materials sector, focusing on specialty chemicals. The company operates through segments like Healthcare & Water Technologies and Diversified Industrials. It provides a range of products, including medical device components, water filtration systems, and construction materials like TYVEK and STYROFOAM. Led by CEO Lori D. Koch, DuPont employs around 15,000 people.
Bottom Line
Gabelli Funds' slight reduction in its DuPont stake is part of its regular portfolio adjustments. Investors often track such filings to gauge institutional confidence. Remember, 13F filings are backward-looking and may not reflect current positions.
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