Nomura Asset Management International Adds $88M in DuPont de Nemours, Inc. ($DD)
Nomura Asset Management significantly increased its stake in DuPont, adding over 649,000 shares.
Key Points
- Nomura Asset Management increased its DuPont stake by 58.7%, adding 649,054 shares for a total of 1,755,602 shares valued at $245.8 million.
- DuPont trades near $140.01 with a market cap of $19.5 billion and a forward P/E of 18.4.
- Insiders at DuPont, including CEO Lori Koch, recently sold shares, while analysts maintain a buy consensus with a target price of $56.81.
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Nomura Asset Management International has boosted its stake in DuPont de Nemours, Inc. (NYSE:DD) by a significant 58.7%, according to its latest Form 13F filing with the SEC. The fund added 649,054 shares, bringing its total holdings to 1,755,602 shares valued at roughly $245.8 million as of the reporting period.
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What Changed in Nomura Asset Management International's DuPont Position
Nomura Asset Management International increased its position in DuPont by 58.7%, adding 649,054 shares to its portfolio. The fund now holds 1,755,602 shares, up from 1,106,548 shares previously. This move reflects a substantial vote of confidence in the specialty chemicals giant, with the total position valued at approximately $245.8 million.
Other Institutional Activity in DuPont
Among other institutional investors, BlackRock, Inc. grew its holdings by 116,637 shares, ending with 10,387,631 shares worth about $1.43 billion. 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, acquiring 6,434,770 shares valued at $884.1 million. State Street Corp added 97,151 shares, bringing its total to 6,234,508 shares worth $856.6 million. In contrast, Invesco Ltd. reduced its holdings 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. (NYSE:DD) traded near $140.01 on Wednesday. The company has a market cap of approximately $19.5 billion, with a P/E ratio of 126.8 and a forward P/E of 18.4. DuPont's stock has a 52-week low of $27.45 and a high of $52.66, with a 50-day moving average of $47.62 and a 200-day moving average of $42.31. The company's current ratio is 2.68, quick ratio is 1.08, and it has a debt-to-equity ratio of 22.59.
$DD stock price
Daily closing prices, year to date. Not investment advice.
Recent Earnings
In its recent earnings report, DuPont posted revenue of about $6.92 billion, reflecting a growth of 4.3%. However, the company reported a net margin of -0.4% and a return on equity of 0.9%. DuPont's earnings per share stood at $0.38. The next earnings release 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 pays an annual dividend rate of $0.80, yielding 1.68%. The dividend payout ratio is 321%, indicating the portion of earnings paid out as dividends to shareholders.
Insider Buying and Selling at DuPont de Nemours, Inc.
Recent insider activity at DuPont includes CEO Lori Koch selling 261 shares at an average price of $48.82 on June 2, 2026. Additionally, SVP & CFO Antonella Franzen sold 1,558 shares at $48.03 on May 31, 2026. Other notable transactions include Alexander Cutler purchasing 1,033 shares at $48.42 on May 29, 2026.
Analysts Set New Price Targets
On June 23, 2026, Morgan Stanley maintained its hold rating on DuPont with a price target of $156. UBS maintained a buy rating with a target of $59 on May 6, 2026. The consensus among 16 analysts is a buy rating, with an average target price of $56.81.
About DuPont
DuPont de Nemours, Inc., headquartered in Wilmington, Delaware, is a leading provider of technology-based materials and solutions. Operating in the specialty chemicals sector, DuPont serves various industries including healthcare, water technologies, and diversified industrials. The company offers a range of products from medical devices and protective suits to water filtration systems and construction materials. Led by CEO Lori D. Koch, DuPont employs around 15,000 people globally.
Bottom Line
Nomura Asset Management's significant increase in its DuPont stake highlights investor interest in the company. Keep in mind that 13F filings are backward-looking, reflecting positions as of the end of the reporting period. DuPont continues to attract attention with its diverse product offerings and robust market presence in the specialty chemicals sector.
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