DD
DuPont de Nemours, Inc.Evidence as of 2026-09-26The desk's Snapshot
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Overview · DuPont de Nemours, Inc.
DuPont de Nemours, Inc. provides technology-based materials and solutions in the United States, Canada, the Asia Pacific, Latin America, Europe, the Middle East, and Africa. It operates through Electronics & Industrial, Water & Protection, and Corporate & Other segments. The Electronics & Industrial segment supplies materials and solutions for the fabrication of semiconductors and integrated circuits addressing vario…
Management team
- Mr. Steven P. Larrabee · Senior VP & Chief Information OfficerFind on LinkedIn
- Mr. Daryl Roberts · Senior VP and Chief Operations & Engineering OfficerFind on LinkedIn
- Mr. Leland G. Weaver · President of the Diversified Solutions businessesFind on LinkedIn
- Mr. Jon D. Kemp · President of Electronics & Industrial and Chair of the Board of Industry Leaders of SEMIFind on LinkedIn
Start free to see the full management team.
Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta sentiment
Where the published evidence leans after the desk debated it, not a rating or a recommendation.
−0.2 on a −2 to +2 scale.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled. The rest of the page is the evidence behind it.
The surviving record presents a mixed picture (evidence balance: Mixed, score -0.2; confidence high). Revenue was $ 1,681,000,000 in fiscal Q1 2026 (fiscal quarter ended 2026-05-01) and $ 1,819,000,000 in fiscal Q2 2026 (fiscal quarter ended 2026-07-31). Reported net income fell from $ 161,000,000 in fiscal Q1 2026 to $ 143,000,000 in fiscal Q2 2026 while diluted EPS rose from $ 0.39 in fiscal Q1 2026 to $ 1.05 in fiscal Q2 2026; the apparent EPS lift sits alongside point‑in‑time reported shares outstanding of 408,923,857 as of 2026-02-12, 409,921,306 as of 2026-05-01, and 135,042,975 as of 2026-07-31.
Balance sheet and valuation details are explicit: cash and cash equivalents increased from $ 710,000,000 as of 2026-03-31 to $ 1,740,000,000 as of 2026-06-30, total liabilities were $ 7,211,000,000 as of 2026-03-31 and $ 7,180,000,000 as of 2026-06-30, and stockholders’ equity moved from $ 14,040,000,000 to $ 13,769,000,000 across those dates. Trailing twelve‑month free cash flow is $ 293,000,000 (free cash flow per share $ 2.1418), trailing P/FCF is 61.49, trailing P/E is 154.95 on reported EPS of 0.85, market cap is $ 17,786,510,237 and enterprise value $ 23,216,510,237. Filings also added multiple tax and operational risk disclosures in the 10‑K filed February 17, 2026, and institutional 13F value as of 2026-06-30 was $ 14.20B (down -9.9% q/q).
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else (no outside knowledge, no browsing), so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC (revenue, margins, income, debt and share count, quarter by quarter) and reports which way the trend is running.
Revenue was $1,681,000,000 in fiscal Q1 2026 (2026-01-01 to 2026-03-31, 3mo) and $1,819,000,000 in fiscal Q2 2026 (2026-04-01 to 2026-06-30, 3mo).
XBRL companyfacts · 0001666700-26-000031Net income fell from $161,000,000 in fiscal Q1 2026 (2026-01-01 to 2026-03-31, 3mo) to $143,000,000 in fiscal Q2 2026 (2026-04-01 to 2026-06-30, 3mo).
XBRL companyfacts · 0001666700-26-000031Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Which filings the desk reads
The desk reads the annual 10-K in full: its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet; its risk analysis fills in once that lands.
The 10‑K filed February 17, 2026 added risk language stating that if the Qnity Distribution and certain related transactions fail to qualify for tax‑free treatment for U.S. federal income tax purposes, DuPont could be subject to significant corporate taxes and that responsibility for such taxes may be allocated between DuPont and Qnity under a Tax Matters Agreement that may require indemnities.
10-K filed 2026-02-17The 10‑K filed February 17, 2026 added a risk that certain internal transactions undertaken in connection with the Mobility & Materials divestitures (M&M Divestitures) could fail to qualify for their intended tax treatment, potentially resulting in additional tax liabilities for DuPont.
10-K filed 2026-02-17Reads the signal panel above (momentum, volatility, drawdown, relative strength and beta) and ranks each against the whole research universe rather than judging it in isolation.
No computed signal history for this symbol yet — signals need roughly 70 trading days of price history.
Reads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
13F-reported institutional holdings total "$14.20B" as of the period 2026-06-30.
13F holdings · 1129 filers · as of 2026-06-30The top reported institutional holders include BlackRock, Inc. at "$1.44B", VANGUARD CAPITAL MANAGEMENT LLC at "$1.21B", and STATE STREET CORP at "$942.7M" as of the 2026-06-30 13F period.
13F holdings · 1129 filers · as of 2026-06-30Reads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
Multiple recent headlines focus on DuPont's global launch of Tyvek with Renewable Attribution, which the coverage says offers 30% to 100% ISCC PLUS certified bio‑circular content on a mass‑balance basis while keeping existing product specifications unchanged.
News · simplywall.st · 2026-09-25Independent articles from the same outlet repeat the Tyvek renewable‑launch theme and frame it as changing DuPont's investment story and valuation backdrop.
News · simplywall.st · 2026-09-17Reads parsed Forms 3/4/5: who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
On 2026-08-28, Director CUTLER ALEXANDER M acquired 365.0168 shares for a reported value of "$50k" (action code A) and the filing shows no trading plan indicated.
Form 4 · CUTLER ALEXANDER M (Director) · $50k code A · 2026-08-28On 2026-08-28, Director Lowery Frederick M. acquired 282.888 shares for a reported value of "$39k" (action code A) and the filing shows no trading plan indicated.
Form 4 · Lowery Frederick M. (Director) · $39k code A · 2026-08-28Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
The implied free cash flow growth rate the current price would justify is 0.3896 (about 38.96%).
Valuation inputs · SEC XBRL + stored EOD closePrice to free cash flow (P/FCF) on the trailing twelve months is 61.49.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score. The argument is shown, not hidden, so you can judge the reasoning yourself.
Several pieces of the record point to a constructive operational signal: sequential revenue increases across Q1 to Q2 (fundamentals-0) accompanied by a large reported rise in diluted EPS in Q2 (fundamentals-2) and a meaningful increase in cash and cash equivalents over the same period (fundamentals-4). Institutional engagement is substantial in dollar terms and led by large asset managers (ownership-0, ownership-1), and multiple independent news items highlight a company-level product initiative (Tyvek renewable launch) that the coverage frames as changing the investment story (news-0, news-1, news-4). Insider purchases by multiple directors add corroborative micro-level buying activity (insider-0, insider-1, insider-2). While valuation multiples and certain filing risks are present in the record, the simultaneous evidence of revenue growth, stronger EPS, rising cash and continued institutional and insider interest jointly support a favorable informational read on recent company developments.
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.32
32 surviving claims rest on 15 distinct sources; the heaviest analyst carries 19% of them, and 100% of what the desk raised survived the debate.
The surviving set is moderately robust: 32 claims rest on 15 distinct sources, so there is some source diversification, and the largest single analyst contribution is under one‑fifth which limits single‑analyst dominance. However, all of the desk's points surviving the debate suggests low internal challenge — put differently, the read is coherent but still sensitive to a handful of filings and valuation inputs, so treat its weight as informative but not definitive.
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment. When the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here (no outside knowledge, no browsing), and each card shows who read it and what it contributed to the score.
14 filings· 2 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data, not retyped or estimated.
Read by Mercer+0.2 to the score
9 documents· 3 cited
SEC filing documents
The filings themselves, including the year-over-year comparison of Item 1A risk factors.
Read by Oakes−0.5 to the score
3 holdings records· 1 cited
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.2 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
3 filings· 2 cited
Insider filings
Parsed Forms 3/4/5 from EDGAR: named insiders, share counts, prices, and 10b5-1 plan state, with stated and inferred flags kept apart.
Read by Talbot+1.0 to the score
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only; it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal; the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
The full terminal on DD Gold
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Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
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Educational analysis of published data. Moneyta does not give investment advice or make recommendations.