DuPont de Nemours, Inc.

NYSE:DD 주식 리포트

시가총액: US$18.3b

DuPont de Nemours 경영진

경영진 기준 점검 3/4

현재 CEO에 대한 정보가 충분하지 않습니다.

핵심 정보

Lori Koch

최고경영자

US$16.1m

총 보수

CEO 급여 비율7.70%
CEO 재임 기간2yrs
CEO 지분 보유율0.09%
경영진 평균 재임 기간1.4yrs
이사회 평균 재임 기간6.8yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 May 30

DD: Guidance Reaffirmation And Buybacks Will Support Future Upside Potential

Analysts have nudged their price target for DuPont de Nemours slightly higher to $64.00, citing updated assumptions for revenue growth, profit margins and future P/E that refine rather than overhaul their outlook on the stock. What's in the News Shareholders approved an amendment to the Certificate of Incorporation to allow a reverse stock split between 1-for-2 and 1-for-4, along with a corresponding reduction in authorized common shares at the May 21, 2026 AGM (Changes in Company Bylaws/Rules).
Seeking Alpha May 27

I See A Better DuPont, Not A Bargain

Summary DuPont de Nemours, Inc. is a leading science and materials company supplying specialized products to manufacturers, not direct consumers. DD recently sold its Aramids division, including Kevlar and Nomex, for $1.8 billion, streamlining its portfolio. AI and data center demand are driving significant growth in DD's microelectronics segment, making it a core business focus. After years of underperformance, DD shares have begun to outperform the S&P 500, supported by a reverse split and reaffirmed 2026 guidance. Read the full article on Seeking Alpha
내러티브 업데이트 May 07

DD: PFAS Legal Overhang Will Set Up Future Buyback And Guidance Upside

Analysts have slightly adjusted their 12 month price target for DuPont de Nemours to about $63.81 from $64.00. This reflects updated assumptions for revenue growth, profit margins and future P/E expectations.
내러티브 업데이트 Apr 23

DD: PFAS Legal Overhang Will Set Up Future Water And Healthcare Upside

Analysts reaffirm a $64.00 price target on DuPont de Nemours, citing modest adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions rather than a shift in their overall view of the shares. What's in the News DuPont plans to seek shareholder approval in May 2026 for a potential reverse stock split of its common stock at a ratio between 1 for 2 and 1 for 4, with the board retaining discretion on timing and whether to proceed.
내러티브 업데이트 Apr 08

DD: Share Actions And Water Solutions Expansion Will Shape A Measured Outlook

Analysts have adjusted the price target for DuPont de Nemours from $44 to $50, reflecting updated assumptions around revenue growth, profit margins, a revised discount rate, and slightly lower future P/E expectations. What's in the News DuPont plans to seek shareholder approval to amend its certificate of incorporation to allow a reverse stock split of common shares at a ratio between 1-for-2 and 1-for-4, with the exact ratio and timing at the discretion of the board.
내러티브 업데이트 Mar 24

DD: PFAS Legal Overhang Will Set Up Future Product Expansion Upside

Analysts have raised their price target on DuPont de Nemours from about $55 to $64, citing updated assumptions for revenue growth, profit margins, and a lower discount rate that together support a reduced future P/E estimate. What's in the News The company plans to seek shareholder approval for a reverse stock split in a range of 1 for 2 to 1 for 4 at the May 21, 2026 annual meeting.
내러티브 업데이트 Mar 09

DD: Water Technology Expansion And 2026 Guidance Will Support Future Upside

Analysts have kept their $56.13 price target for DuPont de Nemours unchanged, citing largely steady assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E. Together, these factors signal a consistent outlook on the stock's risk and return profile.
내러티브 업데이트 Feb 23

DD: New Guidance And Product Pipeline Will Support Future Upside

Analysts have raised their price target on DuPont de Nemours from about $49.19 to $56.13, citing updated assumptions for revenue growth, profit margins, discount rate, and future P/E that they view as better reflecting the company’s potential risk and return profile. What's in the News Issued new earnings guidance for the first quarter of 2026, with expected net sales of $1,670 million.
분석 기사 Feb 17

There May Be Reason For Hope In DuPont de Nemours' (NYSE:DD) Disappointing Earnings

The market was pleased with the recent earnings report from DuPont de Nemours, Inc. ( NYSE:DD ), despite the profit...
내러티브 업데이트 Feb 09

DD: Legal PFAS Overhang Will Set Up Future Product Expansion Upside

Analysts have revised their price target for DuPont de Nemours from about US$113 to roughly US$55, reflecting updated views on fair value, a higher discount rate, softer revenue growth expectations, slightly lower profit margins, and a higher assumed future P/E multiple. What's in the News DuPont launched the FilmTec MXP RO-8038-FF reverse osmosis element for dairy processors, designed as a drop in option for mesh wrapped systems that targets around 5% higher active membrane area and up to 50% higher productivity compared with conventional mesh wrapped elements, while aiming to reduce wastewater and maintain existing plant setups (Product related announcement).
내러티브 업데이트 Jan 26

DD: Share Buybacks Will Drive Future Upside As New Plant Expands Capacity

Analysts have raised their price target for DuPont de Nemours from US$47.31 to US$49.19, citing updated assumptions around discount rates, revenue trends, profit margins and a revised future P/E outlook. What's in the News A Montana federal judge denied motions to dismiss a class-action lawsuit related to alleged PFAS risks in firefighter turnout gear that names DuPont alongside other manufacturers, allowing claims under multiple legal theories, including RICO, to proceed for now (Lawsuits & Legal Issues).
내러티브 업데이트 Jan 12

DD: Share Returns And Qnity Separation Will Frame A Measured Forward Outlook

Analysts have maintained their price target for DuPont de Nemours at $44.00, with this reaffirmed view supported by updated assumptions of a smaller revenue decline, higher profit margins, and a lower future P/E multiple. What's in the News A Montana federal judge denied motions to dismiss a class-action lawsuit alleging DuPont and other manufacturers concealed health risks linked to PFAS chemicals in firefighter turnout gear, allowing RICO and other claims to proceed for now (Lawsuits & Legal Issues).
내러티브 업데이트 Dec 27

DD: Share Buybacks Will Drive Future Upside As New China Plant Expands Capacity

Narrative Update on DuPont de Nemours Analysts have modestly raised their average price target on DuPont de Nemours by approximately $0.06, reflecting slightly improved views on the company’s discount rate and profit margin outlook, despite marginally weaker revenue growth expectations. What's in the News Begins construction of a new MOLYKOTE specialty lubricants plant in Zhangjiagang, China, expanding global capacity and targeting fast growing demand across transportation, industrial, energy, and electronics markets, with operations expected to start in early 2027 (Key Developments) The board authorizes a share repurchase program of up to $2 billion, indicating a focus on capital returns to shareholders (Key Developments) Issues updated 2025 guidance, trimming full year net sales expectations to $6.84 billion and guiding fourth quarter net sales of about $1.685 billion (Key Developments) Declares a quarterly dividend of $0.20 per share, payable December 15, 2025, and also approves a pro rata special dividend to spin off Qnity to existing shareholders on November 1, 2025 (Key Developments) Introduces new safety and industrial products, including Tyvek APX high breathability chemical protective garments and IntegraTec XTP 100 IG ultrafiltration modules, together with new comfort and mobility testing protocols for soft ballistic body armor (Key Developments) Valuation Changes Fair Value: risen slightly from $47.25 to about $47.31 per share, indicating a marginally higher intrinsic value estimate.
내러티브 업데이트 Dec 13

DD: Share Returns And Qnity Separation Will Shape A Balanced Outlook

Narrative Update Analysts have cut their average 12 month price target on DuPont de Nemours to approximately 44 dollars from about 62 dollars. This reflects reduced expectations for revenue growth and profit margins, along with a higher assumed valuation multiple and discount rate.
내러티브 업데이트 Nov 29

DD: Share Repurchase Plan Will Drive Upside as New Plant Breaks Ground

Analysts have revised their price target for DuPont de Nemours downward by $6.00 to $47.25, citing recent adjustments in growth and profitability expectations. What's in the News DuPont broke ground on a new MOLYKOTE specialty lubricants manufacturing plant in Zhangjiagang, China.
내러티브 업데이트 Nov 15

DD: Future Share Buybacks Will Unlock Value Amid Uncertainty

Analysts have revised their price target for DuPont de Nemours sharply downward from $93.69 to $53.25, citing updated financial forecasts and increased market uncertainty. What's in the News DuPont unveiled Tyvek APX, a new disposable chemical garment fabric designed for increased comfort and breathability without compromising protection.
분석 기사 Nov 09

DuPont de Nemours (NYSE:DD) Is Paying Out Less In Dividends Than Last Year

DuPont de Nemours, Inc. ( NYSE:DD ) is reducing its dividend from last year's comparable payment to $0.20 on the 15th...
내러티브 업데이트 Nov 01

DD: Qnity Separation And Water Solutions Will Drive Outperformance

Analysts have slightly reduced their price target for DuPont de Nemours from $93.81 to $93.69. This change reflects modest adjustments in growth forecasts and profitability expectations.
내러티브 업데이트 Oct 17

Electronics, Healthcare And Water Will Drive Future Success

Analysts have raised their price target for DuPont de Nemours from $92.67 to $93.81. They cite modest improvements in profit margin expectations and slightly adjusted growth assumptions as the reasons for this change.
내러티브 업데이트 Sep 24

Electronics, Healthcare And Water Will Drive Future Success

Despite a reduced revenue growth outlook, improved net profit margins have driven the consensus analyst price target for DuPont de Nemours up from $89.31 to $92.67. What's in the News DuPont is actively pursuing strategic bolt-on acquisitions, focusing on enhancing capabilities and targeting growth opportunities, while maintaining a balanced approach between buybacks and M&A.
내러티브 업데이트 Sep 04

Electronics, Healthcare And Water Will Drive Future Success

As DuPont de Nemours’ revenue growth and discount rate forecasts remained steady, analysts kept their price target unchanged at $89.31. What's in the News Analyst/Investor Day announced.
분석 기사 Jul 23

Is DuPont de Nemours, Inc. (NYSE:DD) Trading At A 47% Discount?

Key Insights Using the 2 Stage Free Cash Flow to Equity, DuPont de Nemours fair value estimate is US$146 DuPont de...
Seeking Alpha Apr 07

DuPont: Upgrading To Hold Amid China Risks

Summary DuPont shares have underperformed the broader market since my Sell recommendation was published. A new antitrust probe by the Chinese government is a negative but the stock's valuation reflects this risk. I believe it will be difficult for the company to meet consensus EPS estimates given the macroeconomic backdrop. I up upgrading the stock to Hold as a view the risk-reward more balanced for the stock now than was previously the case. Read the full article on Seeking Alpha

CEO 보수 분석

Lori Koch의 보수는 DuPont de Nemours의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

US$132m

Dec 31 2025US$16mUS$1m

US$57m

Sep 30 2025n/an/a

US$479m

Jun 30 2025n/an/a

US$630m

Mar 31 2025n/an/a

-US$234m

Dec 31 2024US$13mUS$1m

-US$131m

Sep 30 2024n/an/a

US$421m

Jun 30 2024n/an/a

US$260m

Mar 31 2024n/an/a

US$404m

Dec 31 2023US$4mUS$750k

-US$101m

Sep 30 2023n/an/a

US$895m

Jun 30 2023n/an/a

US$963m

Mar 31 2023n/an/a

US$1b

Dec 31 2022US$5mUS$742k

US$1b

Sep 30 2022n/an/a

US$1b

Jun 30 2022n/an/a

US$960m

Mar 31 2022n/an/a

US$989m

Dec 31 2021US$5mUS$700k

US$1b

Sep 30 2021n/an/a

US$1b

Jun 30 2021n/an/a

US$1b

Mar 31 2021n/an/a

-US$1b

Dec 31 2020US$4mUS$647k

-US$1b

보상 대 시장: Lori의 총 보수(USD16.13M)는 US 시장에서 비슷한 규모 기업의 평균(USD14.79M) 수준입니다.

보상과 수익: Lori의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Lori Koch (51 yo)

2yrs
재임 기간
US$16,134,250
보수

Ms. Lori D. Koch serves as Chief Executive Officer at DuPont Ventures. Ms. Lori is responsible for overseeing the strategic direction of the company to accelerate growth, unlock value, advance innovation,...


리더십 팀

이름직위재임 기간보수지분
Lori Koch
CEO & Director2yrsUS$16.13m0.085%
$ 15.6m
Antonella Franzen
Senior VP & CFO2yrsUS$4.94m0.017%
$ 3.1m
Erik Hoover
Senior VP & General Counselno dataUS$3.53m0.029%
$ 5.2m
Christopher Raia
Chief Human Resources Officer5.3yrsUS$2.92m0.021%
$ 3.9m
Jeroen Bloemhard
President of Healthcare & Water Technologiesless than a yearUS$2.25m0.0010%
$ 188.0k
David Koch
Chief Operations & Engineering Officer1.4yrs데이터 없음데이터 없음
Madeleine Barber
VP of Taxless than a year데이터 없음0.0014%
$ 253.7k
Marty DeGroot
Chief Technology Officer1.4yrs데이터 없음데이터 없음
Matthew Abbott
SVP, Chief Information Officer & Chief Procurement Officerless than a year데이터 없음0.00047%
$ 85.8k
Ann Giancristoforo
VP of Investor Relationsno data데이터 없음데이터 없음
Beth Ferreira
President of Diversified Industrialsless than a year데이터 없음데이터 없음
Sasha Down
Chief Strategy Officer1.4yrs데이터 없음데이터 없음
1.4yrs
평균 재임 기간
52.5yo
평균 나이

경험이 풍부한 관리: DD의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 1.4 년) — 신규 팀일 수 있습니다.


이사회 구성원

이름직위재임 기간보수지분
Lori Koch
CEO & Director2yrsUS$16.13m0.085%
$ 15.6m
Alexander Cutler
Lead Independent Director8.8yrsUS$412.42k0.00077%
$ 140.5k
Edward Breen
Non-Executive Chairman8.8yrsUS$7.67m0.069%
$ 12.5m
James Lico
Independent Director2.1yrsUS$320.32k0.0027%
$ 489.2k
Eleuthere du Pont
Independent Director7yrsUS$333.22k0.00047%
$ 85.8k
Ruby Chandy
Independent Director7yrsUS$340.32k0.00025%
$ 45.6k
Donald Macpherson
Independent Directorless than a year데이터 없음0.0014%
$ 264.7k
Kurt McMaken
Independent Director1.3yrsUS$393.19k0.0020%
$ 372.3k
Amy Brady
Independent Director6.7yrsUS$320.32k0.00017%
$ 31.0k
Frederick Lowery
Independent Director7yrsUS$345.32k0.00025%
$ 45.6k
6.8yrs
평균 재임 기간
59yo
평균 나이

경험이 풍부한 이사회: DD의 이사회경험이 있음으로 간주됩니다(평균 재임 6.8 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/11 17:09
종가2026/06/11 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석 모델 및 스노우플레이크

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산업 및 섹터 지표

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분석가 소스

DuPont de Nemours, Inc.는 36명의 분석가가 다루고 있습니다. 이 중 14명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
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Patrick Duffy FischerBarclays
Michael LeitheadBarclays