Great Lakes Advisors Reduces $20M in DuPont de Nemours, Inc. ($DD)
The fund reduced its position in DuPont, lowering its share count by about 145,000.
Key Points
- Great Lakes Advisors reduced its DuPont stake by about 145,000 shares, a 14.1% decrease, now holding 884,000 shares valued at $123.8 million.
- DuPont, trading near $140.01, has a market cap of $19.5 billion and a forward P/E of 18.4, with its stock ranging from $27.45 to $52.66 over 52 weeks.
- Insiders like CEO Lori Koch sold shares recently, and analysts from UBS and RBC Capital maintain a 'buy' rating with price targets around $56 to $59.
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Great Lakes Advisors recently trimmed its holdings in DuPont de Nemours, Inc. (NYSE:DD). According to its latest 13F filing with the SEC, the fund cut its position by about 145,000 shares, a 14.1% decrease, leaving it with 884,000 shares valued at roughly $123.8 million as of the reporting period ending May 12, 2026.
Great Lakes Advisors 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 Great Lakes Advisors' DuPont Position
Great Lakes Advisors reduced its stake in DuPont from 1,028,960 shares to 883,992 shares, a decrease of approximately 145,000 shares. This move represents a 14.1% reduction in its holdings, with the remaining shares valued at $123.8 million.
Other Institutional Activity in DuPont
Other institutional investors also adjusted their positions in DuPont. BlackRock, Inc. added 116,637 shares, bringing its total to 10,387,631 shares worth about $1.43 billion, a 1.1% increase. Vanguard Capital Management LLC opened a new position with 8,864,631 shares valued at $1.22 billion. Similarly, Vanguard Portfolio Management LLC also initiated a stake with 6,434,770 shares worth $884.1 million. State Street Corp increased its holdings by 97,151 shares, totaling 6,234,508 shares valued at $856.6 million, marking a 1.6% rise. In contrast, Invesco Ltd. reduced its position by 863,149 shares, ending with 3,975,051 shares valued at $546.2 million, a 17.8% decrease.
DuPont de Nemours, Inc. Stock Down 0.5%
Shares of NYSE:DD traded near $140.01 on Wednesday. DuPont de Nemours, Inc. has a market cap of $19.5 billion and a P/E ratio of 126.8, with a forward P/E of 18.4. The stock's 52-week range is between $27.45 and $52.66. The company has a 50-day moving average of $47.62 and a 200-day moving average of $42.31. DuPont's liquidity ratios are strong, with a current ratio of 2.68 and a quick ratio of 1.08, while its debt-to-equity ratio stands at 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, its net margin was slightly negative at -0.42%, and its return on equity was 0.90%. The company's EPS was $0.38. DuPont is expected to announce its next earnings 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, yielding 1.68% with a payout ratio of 3.21%.
Insider Buying and Selling at DuPont de Nemours, Inc.
Recent insider activity at DuPont shows several transactions. On June 2, 2026, CEO Lori Koch sold 261 shares at $48.82 each. On May 31, 2026, both Lori Koch and SVP & CFO Antonella Franzen sold 4,673 and 1,558 shares, respectively, at $48.03 each. Additionally, on May 29, 2026, Alexander Cutler, Frederick Lowery, and Donald MacPherson each purchased shares at $48.42.
Analysts Set New Price Targets
Analysts have maintained their ratings on DuPont. On June 23, 2026, Morgan Stanley maintained a 'hold' rating with a $156 price target. UBS and RBC Capital both upheld their 'buy' ratings, setting price targets at $59 and $56, respectively. The consensus among 16 analysts is a 'buy', with a mean target price of $56.81.
About DuPont
DuPont de Nemours, Inc., headquartered in Wilmington, Delaware, operates in the Basic Materials sector, specializing in Specialty Chemicals. It provides technology-based materials and solutions across various regions, serving industries such as healthcare, water technologies, and diversified industrials. The company produces specialty components for medical devices, water filtration systems, and engineered products for the construction and automotive sectors. DuPont is known for its brands like TYVEK, STYROFOAM, and CORIAN.
Bottom Line
Great Lakes Advisors' decision to cut its stake in DuPont by 14% offers a glimpse into the fund's strategic adjustments. While 13F filings provide a backward-looking view, they are key for investors tracking institutional movements. With DuPont's strong market position and recent insider transactions, stakeholders have much to consider.
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