DuPont rallies after Q1 results beat expectations, guidance raised, and $275M accelerated buyback announced

DuPont de Nemours, Inc. (DD) is up 7.6% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to DuPont’s first-quarter 2026 earnings release, which included higher full-year guidance alongside a new accelerated share repurchase plan. The combination of a quarterly beat, improved outlook, and near-term capital return likely improved investor sentiment around earnings durability and cash deployment.

Details:

DuPont reported first-quarter 2026 net sales of about $1.68 billion, with organic growth and stronger profitability versus the prior-year period.

Adjusted earnings per share were reported at $0.55, and management lifted full-year 2026 adjusted EPS guidance to a higher range than previously provided.

DuPont disclosed expectations for second-quarter 2026 adjusted EPS of about $0.59, signaling continued momentum after the quarter.

The company announced a $275 million accelerated share repurchase expected to be launched imminently, supporting the day’s upside reaction.

Sources:

DuPont Investor Relations, U.S. SEC (EDGAR), Bloomberg

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$DD Insider Trading Activity

$DD insiders have traded $DD stock on the open market 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.

Here’s a breakdown of recent trading of $DD stock by insiders over the last 6 months:

LORI KOCH (CEO) sold 9,011 shares for an estimated $355,574
ERIK T. HOOVER (SVP & General Counsel) sold 6,005 shares for an estimated $238,938

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.

EARLY ACCESS

Receive DD Data Alerts

Real-time alerts on filings, insider trades, and market signals — before everyone else.

Get Alerts →

$DD Hedge Fund Activity

We have seen 552 institutional investors add shares of $DD stock to their portfolio, and 670 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

AUTO-OWNERS INSURANCE CO removed 17,115,778 shares (-97.5%) from their portfolio in Q1 2026, for an estimated $783,902,632
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added 9,536,283 shares (+12133.4%) to their portfolio in Q4 2025, for an estimated $383,358,576
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 7,831,966 shares (-73.0%) from their portfolio in Q4 2025, for an estimated $314,845,033
INVESCO LTD. added 5,686,490 shares (+64.4%) to their portfolio in Q4 2025, for an estimated $228,596,898
BARROW HANLEY MEWHINNEY & STRAUSS LLC added 5,303,219 shares (+242.4%) to their portfolio in Q4 2025, for an estimated $213,189,403
NUVEEN, LLC removed 4,121,993 shares (-38.7%) from their portfolio in Q1 2026, for an estimated $188,787,279
D. E. SHAW & CO., INC. removed 3,827,611 shares (-57.6%) from their portfolio in Q4 2025, for an estimated $153,869,962

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.

$DD Congressional Stock Trading

Members of Congress have traded $DD stock 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $DD stock by members of Congress over the last 6 months:

REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 1 purchase worth up to $15,000 on 01/09 and 1 sale worth up to $15,000 on 11/12.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API.

$DD Analyst Ratings

Wall Street analysts have issued reports on $DD in the last several months. We have seen 5 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Citigroup issued a "Buy" rating on 01/21/2026
Keybanc issued a "Overweight" rating on 01/09/2026
UBS issued a "Buy" rating on 01/07/2026
RBC Capital issued a "Outperform" rating on 11/18/2025
Wells Fargo issued a "Overweight" rating on 11/07/2025

To track analyst ratings and price targets for $DD, check out Quiver Quantitative's $DD forecast page.

$DD Price Targets

Multiple analysts have issued price targets for $DD recently. We have seen 11 analysts offer price targets for $DD in the last 6 months, with a median target of $56.0.

Here are some recent targets:

Arun Viswanathan from RBC Capital set a target price of $56.0 on 04/24/2026
Steve Byrne from B of A Securities set a target price of $47.0 on 04/21/2026
Patrick Cunningham from Citigroup set a target price of $56.0 on 04/13/2026
David Begleiter from Deutsche Bank set a target price of $58.0 on 02/18/2026
John McNulty from BMO Capital set a target price of $60.0 on 02/12/2026
Joshua Spector from UBS set a target price of $56.0 on 02/11/2026
Michael Sison from Wells Fargo set a target price of $55.0 on 02/11/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.