DuPont de Nemours, Inc.

NYSE:DD Stock Report

Market Cap: US$18.7b

DuPont de Nemours Management

Management criteria checks 3/4

DuPont de Nemours' CEO is Lori Koch, appointed in Jun 2024, has a tenure of 1.92 years. total yearly compensation is $16.13M, comprised of 7.7% salary and 92.3% bonuses, including company stock and options. directly owns 0.028% of the company’s shares, worth $5.25M. The average tenure of the management team and the board of directors is 1.3 years and 6.8 years respectively.

Key information

Lori Koch

Chief executive officer

US$16.1m

Total compensation

CEO salary percentage7.70%
CEO tenure1.9yrs
CEO ownership0.03%
Management average tenure1.3yrs
Board average tenure6.8yrs

Recent management updates

Recent updates

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.

DuPont: Considerably Undervalued

Apr 20

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.

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.

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.

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.

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

Feb 17
There May Be Reason For Hope In DuPont de Nemours' (NYSE:DD) Disappointing Earnings

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).

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).

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).

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.

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.

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.

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.

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

Nov 09
DuPont de Nemours (NYSE:DD) Is Paying Out Less In Dividends Than Last Year

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.

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.

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.

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.

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

Jul 23
Is DuPont de Nemours, Inc. (NYSE:DD) Trading At A 47% Discount?

Some May Be Optimistic About DuPont de Nemours' (NYSE:DD) Earnings

May 15
Some May Be Optimistic About DuPont de Nemours' (NYSE:DD) Earnings

DuPont: Upgrading To Hold Amid China Risks

Apr 07

CEO Compensation Analysis

How has Lori Koch's remuneration changed compared to DuPont de Nemours's earnings?
DateTotal CompensationSalaryCompany Earnings
Dec 31 2025US$16mUS$1m

US$57m

Sep 30 2025n/an/a

US$726m

Jun 30 2025n/an/a

US$877m

Mar 31 2025n/an/a

US$13m

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

Compensation vs Market: Lori's total compensation ($USD16.13M) is about average for companies of similar size in the US market ($USD14.57M).

Compensation vs Earnings: Lori's compensation has been consistent with company performance over the past year.


CEO

Lori Koch (50 yo)

1.9yrs
Tenure
US$16,134,250
Compensation

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,...


Leadership Team

NamePositionTenureCompensationOwnership
Lori Koch
CEO & Director1.9yrsUS$16.13m0.028%
$ 5.3m
Antonella Franzen
Senior VP & CFO1.9yrsUS$4.94m0.0032%
$ 600.8k
Erik Hoover
Senior VP & General Counselno dataUS$3.53m0.016%
$ 3.0m
Christopher Raia
Chief Human Resources Officer5.2yrsUS$2.92m0.011%
$ 2.0m
Jeroen Bloemhard
President of Healthcare & Water Technologiesless than a yearUS$2.25m0.0010%
$ 190.9k
David Koch
Chief Operations & Engineering Officer1.3yrsno datano data
Madeleine Barber
VP of Taxless than a yearno data0.0014%
$ 256.4k
Marty DeGroot
Chief Technology Officer1.3yrsno datano data
Matthew Abbott
SVP, Chief Information Officer & Chief Procurement Officerless than a yearno data0.00046%
$ 86.1k
Ann Giancristoforo
VP of Investor Relationsno datano datano data
Beth Ferreira
President of Diversified Industrialsless than a yearno datano data
Sasha Down
Chief Strategy Officer1.3yrsno datano data
1.3yrs
Average Tenure
51.5yo
Average Age

Experienced Management: DD's management team is not considered experienced ( 1.3 years average tenure), which suggests a new team.


Board Members

NamePositionTenureCompensationOwnership
Lori Koch
CEO & Director1.9yrsUS$16.13m0.028%
$ 5.3m
Alexander Cutler
Lead Independent Director8.8yrsUS$412.42k0.00077%
$ 144.1k
Edward Breen
Non-Executive Chairman8.8yrsUS$7.67m0.085%
$ 15.9m
James Lico
Independent Director2yrsUS$320.32k0.00024%
$ 44.9k
Eleuthere du Pont
Independent Director6.9yrsUS$333.22k0.00047%
$ 88.0k
Ruby Chandy
Independent Director6.9yrsUS$340.32k0.00024%
$ 44.9k
Donald Macpherson
Independent Directorless than a yearno data0.00028%
$ 52.4k
Kurt McMaken
Independent Director1.3yrsUS$393.19k0.00024%
$ 44.9k
Amy Brady
Independent Director6.6yrsUS$320.32k0.00016%
$ 29.9k
Frederick Lowery
Independent Director6.9yrsUS$345.32k0.00024%
$ 44.9k
6.8yrs
Average Tenure
58yo
Average Age

Experienced Board: DD's board of directors are considered experienced (6.8 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/01 04:36
End of Day Share Price 2026/05/01 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

DuPont de Nemours, Inc. is covered by 38 analysts. 14 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
William SeleskyArgus Research Company
Patrick Duffy FischerBarclays
Michael LeitheadBarclays