Voloridge Investment Management Adds $170M in DuPont de Nemours, Inc. ($DD)
Voloridge Investment Management has initiated a new stake in DuPont, acquiring over 1.25 million shares.
Key Points
- Voloridge Investment Management opened a new position in DuPont, acquiring 1,256,132 shares valued at $175.9 million.
- DuPont's stock traded at $140.01 on Wednesday, with a market cap of $19.52 billion and a forward P/E of 18.43.
- Analysts from UBS and RBC Capital maintained buy ratings on DuPont, with price targets of $59 and $56 respectively.
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Voloridge Investment Management has taken a new position in DuPont de Nemours, Inc. (NYSE: DD), according to its latest 13F filing with the SEC. The investment firm acquired 1,256,132 shares, valued at approximately $175.9 million. This marks a significant new stake in the specialty chemicals company.
Voloridge Investment Management vs. the S&P 500
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What Changed in Voloridge Investment Management's DuPont Position
Voloridge Investment Management opened a brand-new position in DuPont, acquiring over 1.25 million shares. The shares are valued at roughly $175.9 million, reflecting the firm's confidence in the company.
Other Institutional Activity in DuPont
Other major institutional investors have also been active in DuPont. BlackRock, Inc. increased its holdings by 116,637 shares, bringing its total to 10,387,631 shares valued at about $1.43 billion, a 1.1% increase. Vanguard Capital Management LLC and Vanguard Portfolio Management LLC both opened new positions with 8,864,631 and 6,434,770 shares, valued at $1.22 billion and $884.1 million, respectively. Meanwhile, Invesco Ltd. reduced its holdings by 863,149 shares, ending with 3,975,051 shares worth approximately $546.2 million, a 17.8% decrease.
DuPont de Nemours, Inc. Stock Down 0.5%
Shares of DuPont (NYSE: DD) traded near $140.01 on Wednesday. The company has a market capitalization of $19.52 billion and a forward P/E ratio of 18.43. With a beta of 1.076, DuPont's stock has seen 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. DuPont maintains a current ratio of 2.683 and a quick ratio of 1.076, indicating solid liquidity.
$DD stock price
Daily closing prices, year to date. Not investment advice.
Recent Earnings
In its most recent earnings report, DuPont posted revenue of $6.92 billion, with a revenue growth of 4.3%. However, the company reported a net margin of -0.42% and a return on equity of 0.896%. DuPont's 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 of $0.80 per share, yielding 1.68%. The company's dividend payout ratio stands at 321.05%.
Insider Buying and Selling at DuPont de Nemours, Inc.
Recent insider activity at DuPont includes several transactions. CEO Lori Koch sold 261 shares at $48.82 on June 2, 2026, and 4,673 shares at $48.03 on May 31, 2026. SVP & CFO Antonella Franzen also sold 1,558 shares at $48.03 on May 31, 2026. On the buying side, Alexander Cutler, Frederick Lowery, and Donald Macpherson each purchased shares at $48.42 on May 29, 2026.
Analysts Set New Price Targets
Analyst activity includes UBS maintaining a buy rating with a $59 price target on May 6, 2026, and RBC Capital also maintaining a buy rating with a $56 target on April 24, 2026. The consensus recommendation for DuPont is a buy, with a mean price target of $56.81 based on 16 analyst opinions.
About DuPont de Nemours, Inc.
DuPont de Nemours, Inc., based in Wilmington, Delaware, is a leading provider of technology-based materials and solutions. The company operates in the specialty chemicals industry, serving a wide range of markets including healthcare, water technologies, and industrial applications. Under the leadership of CEO Lori D. Koch, DuPont employs approximately 15,000 people worldwide.
Bottom Line
Voloridge Investment Management's new position in DuPont underscores the interest institutional investors have in the company. With its broad range of specialty chemical products and solutions, DuPont remains a key player in its sector. As always, keep in mind that 13F filings reflect past positions and may not represent current holdings.
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