DD
DuPont de Nemours, Inc.Evidence as of 2026-09-02Moneyta sentiment
Where the published evidence leans after the desk debated it — not a rating or a recommendation.
−0.1 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.
Revenue in the fiscal quarter ended 2026-07-31 (Q2 2026) was reported at $ 1,819,000,000, up from $ 1,681,000,000 in the fiscal quarter ended 2026-05-01 (Q1 2026), a difference of $ 138,000,000. Reported net income was $ 161,000,000 in Q1 2026 and $ 143,000,000 in Q2 2026, while diluted EPS is shown as $ 0.39 for Q1 2026 and $ 1.05 for Q2 2026.
The filings also show a large reported change in the share base: weighted‑average diluted shares fell from 412,800,000 in Q1 2026 to 136,800,000 in Q2 2026, and point‑in‑time common shares outstanding are reported at 408,923,857 as of 12 February 2026 (FY 2025 filing) versus 135,042,975 as of 31 July 2026 (10‑Q). Cash and cash equivalents rose from $ 710,000,000 as of 31 March 2026 to $ 1,740,000,000 as of 30 June 2026, trailing twelve‑month free cash flow is $ 293,000,000 and FCF per share (TTM) is $ 2.1418. The balance sheet shows material gross leverage given reported long‑term debt of $ 7,170,000,000 (as of 2024-09-30) versus the June cash balance. Ownership and news items carried through the packet: DD is a 0.03% holding in IVV, two director purchase filings on 1 September 2026 survived, a $ 0.60 per‑share dividend with ex‑date 31 August 2026 is reported, and product/market coverage about Tyvek cleanroom garments was included.
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 for the quarter ended 30 June 2026 (fiscal Q2 2026, 2026-04-01 to 2026-06-30) was $1,819,000,000.
XBRL companyfacts · 0001666700-26-000053Revenue for the quarter ended 31 March 2026 (fiscal Q1 2026, 2026-01-01 to 2026-03-31) was $1,681,000,000, which is $138,000,000 lower than the fiscal Q2 2026 quarter stated above.
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.
Nothing in this slice of the evidence rose to a claim — a quiet read, which itself is information.
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.
Reads 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.
As of 2026-09-02T13:45:47.228469+00:00, DuPont de Nemours, Inc. (DD) is a holding in the ETF IVV with a weight of 0.03% of that fund.
ETF constituents · market dataThe provided evidence shows membership in a major index ETF (IVV) at a very small portfolio weight (0.03%), indicating factual passive exposure rather than a large concentrated ETF position.
ETF constituents · market dataReads 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.
Two separate headlines on 1 September 2026 report DuPont directors acquiring shares via filings: one for Frederick M. Lowery and one for Donald G. Macpherson.
News · kalkinemedia.com · 2026-09-01On 1 September 2026, filings-based headlines report substantial second-quarter position reductions by institutional investors (Rehmann Capital Advisory Group and Clifford Swan Investment Counsel LLC) in DuPont.
News · thelincolnianonline.com · 2026-09-01weakened in debateReads 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.
No insider transactions on file in the trailing 180 days.
Reads 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.
Free cash flow for the trailing twelve months is $293,000,000 according to the filings provided.
Valuation inputs · SEC XBRL + stored EOD closeNet cash provided by (used in) operating activities for the trailing twelve months is $956,000,000 and capital expenditures for the trailing twelve months are $663,000,000, implying the FCF figure above (OCF minus capex) is consistent with those entries.
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 filings and news items in the evidence jointly support a favorable read: sequential revenue growth from $1.681B in Q1 to $1.819B in Q2 (fundamentals-1, fundamentals-0) accompanied by positive net income in both quarters (fundamentals-2) and a materially higher cash balance at quarter-end (fundamentals-6). Trailing twelve‑month cash-flow metrics show positive free cash flow ($293M) and operating cash well in excess of capex (valuation-0, valuation-1), and sizable non‑cash DDA helps explain why cash-based measures exceed GAAP earnings (valuation-4). Recent product-focused coverage and a declared $0.60 dividend (news-2, news-3), plus a majority of street analysts in the provided snapshot rated the stock as Buy, further reinforce a constructive operational and cash-flow picture.
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.36
20 surviving claims rest on 10 distinct sources; the heaviest analyst carries 35% of them, and 95% of what the desk raised survived the debate.
The evidence set is moderately concentrated: 20 surviving claims across 10 sources, with one analyst responsible for about a third of the claims and a very high debate survival rate. That combination means the read is informative but somewhat fragile—the heavy influence of a single analyst and few distinct primary sources reduce independent corroboration, so treat individual anomalies (especially large share-count changes and cash movements) with caution.
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−0.3 to the score
1 holdings record
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.0 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
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.
Get this for the tickers you actually hold
Plus the one thing no sample can show: how each name correlates with your portfolio, and what hides inside your funds.
The full terminal on DD Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
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.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations.