DuPont stock holds moderate buy rating as earnings beat and guidance support outlook

DuPont stock is trading below analysts’ average price target after a recent earnings beat and updated guidance for the third quarter of 2026, offering investors a clearer view of the company’s profit trajectory.

DuPont de Nemours, Inc. (ISIN US26614N1028) stock is changing hands around 134.78 USD as of September 1, 2026, while analysts’ average 12 month price target of 166.60 USD underlines a moderate upside potential according to recent market data.

Analysts back DuPont stock with moderate buy rating

According to a consensus survey compiled by MarketBeat on September 1, 2026, 12 of 17 analysts currently rate DuPont de Nemours stock a buy, four suggest holding the shares and one recommends selling them, resulting in an overall moderate buy recommendation.

The same survey reports an average 12 month price objective of 166.60 USD per share, noticeably above the reported share price of 134.78 USD, which implies a gap of roughly 31.82 USD or about 23.6 percent between the current market level and the consensus target as of early September 2026.

Earnings beat and guidance frame profit expectations

In its most recent quarterly report, DuPont de Nemours delivered earnings per share of 1.88 USD, surpassing the analyst consensus estimate of 1.76 USD by 0.12 USD, while revenue reached 1.82 billion USD compared with expectations of 1.81 billion USD, as summarized by a recent earnings recap.

Revenue increased 4.0 percent year over year in that quarter, rising from approximately 1.75 billion USD a year earlier to 1.82 billion USD, which signals a modest but tangible growth trend in DuPont’s operations according to the same source.

For the third quarter of 2026, DuPont has guided earnings per share to a range of 1.80 to 1.90 USD, which brackets the latest reported quarterly EPS and suggests a relatively stable profit trajectory over the near term, based on recent guidance data.

Sell side analysts as a group expect DuPont de Nemours to post full year 2026 earnings of 7.27 USD per share, a figure that gives investors a benchmark for valuing the stock against its current price level and the broader basic materials sector, according to consensus estimates.

Dividend policy remains cautious despite yield

Alongside its earnings figures, DuPont has declared a quarterly dividend of 0.60 USD per share, which translates into an annualized payment of 2.40 USD and a dividend yield of about 1.8 percent at a share price of 134.78 USD, according to dividend data compiled in early September 2026.

MarketBeat’s overview notes that this payout currently corresponds to a high dividend payout ratio of 533.33 percent on the basis of reported earnings measures, underlining that the cash return to shareholders needs to be assessed carefully against DuPont’s profitability and capital allocation priorities.

For investors, the combination of an earnings beat, modest revenue growth and a relatively low dividend yield at the current price creates a profile where capital gains expectations, driven by the consensus price target, play a larger role than income for now.

PPE innovations showcase DuPont’s product strength

Beyond the numbers, DuPont continues to highlight its position in personal protective equipment and industrial safety solutions. On September 1, 2026, the company announced participation in Oil and Gas Asia 2026 in Kuala Lumpur, where it plans to showcase new PPE innovation and integrated protection concepts for the energy sector, as stated in a press release distributed via Antara.

At events like Oil and Gas Asia, DuPont typically presents advanced materials and protective garments for workers in hazardous environments, reinforcing a business area where recurring demand and strict safety regulation support ongoing sales and potential incremental margin improvements when new product generations gain traction.

Stock valuation and market context

As of September 1, 2026, shares of DuPont de Nemours around 134.78 USD trade at a discount to the 166.60 USD consensus price target, and current sell side projections of 7.27 USD full year 2026 EPS imply a price to earnings multiple in the high teens, which places the stock in a valuation corridor that investors often compare with peers in the global chemicals and advanced materials space.

The recent 4.0 percent revenue increase and the guided third quarter EPS band of 1.80 to 1.90 USD indicate that DuPont is aiming to keep earnings broadly in line with the latest quarter despite a volatile macroeconomic backdrop characterized by movements in bond yields and commodity prices reported in broader market coverage on September 1, 2026.

For shareholders, the key question is whether the company can convert its product strength and operational efficiencies into sustained margin expansion, which would make the current gap between price and analyst target more achievable over the medium term.

Representative DuPont PPE product

One representative example of DuPont’s product portfolio is its protective clothing line for industrial workers, designed to combine chemical and flame resistance with comfort and durability. These garments are widely used in sectors such as oil and gas, manufacturing and emergency services, forming a steady revenue stream that benefits from stricter safety standards and replacement cycles.

DuPont stock price snapshot

DuPont de Nemours stock is quoted at 134.78 USD as of September 1, 2026 on its primary listing in New York, with analysts’ consensus target of 166.60 USD highlighting the difference between current trading levels and expected value in the coming year.

DuPont de Nemours stock profile

• Company: DuPont de Nemours, Inc.
• ISIN: US26614N1028
• Ticker: DD
• Trading venue: NYSE
• Price (as of September 1, 2026): 134.78 USD
• Market capitalization: [value not specified] USD (as of September 1, 2026)
• Sector / Industry: Basic materials / Specialty chemicals
• Index membership: S&P 500