Barrow Hanley Mewhinney & Strauss 13F: Cuts DD Stake by $628M

Barrow Hanley Mewhinney & Strauss made a significant move in its DuPont de Nemours, Inc. (NYSE:DD) holdings, cutting its stake by 61.8%. The firm sold 4,630,435 shares, leaving it with 2,860,991 shares valued at approximately $400.6 million, according to a recent Form 13F filing for the period ending March 31, 2026.

What Changed in Barrow Hanley's DuPont Position

Barrow Hanley reduced its position in DuPont significantly, selling 4,630,435 shares. This cut brought its total holdings down to 2,860,991 shares, representing a 61.8% decrease from its previous stake of 7,491,426 shares.

Other Institutional Activity in DuPont

Several other institutional investors also adjusted their positions in DuPont. BlackRock, Inc. increased its holdings slightly by 116,637 shares, ending with 10,387,631 shares valued at about $1.43 billion. Vanguard Capital Management LLC opened a new position with 8,864,631 shares worth approximately $1.22 billion. Similarly, Vanguard Portfolio Management LLC initiated a stake with 6,434,770 shares valued at roughly $884.1 million. State Street Corp added 97,151 shares to hold 6,234,508 shares valued at $856.6 million. Invesco Ltd., however, reduced its position by 863,149 shares, now holding 3,975,051 shares valued at $546.2 million.

DuPont de Nemours, Inc. Stock Up 3.1%

Shares of DuPont de Nemours, Inc. traded near $140.01 on Wednesday. The company has a market cap of $19.52 billion and a P/E ratio of 126.82. DuPont's stock has seen a 52-week low of $27.45 and a high of $52.66. The stock's 50-day moving average is $47.62, while the 200-day moving average is $42.31. The company maintains a current ratio of 2.68 and a quick ratio of 1.08, with a debt-to-equity ratio of 22.59.

Recent Earnings

DuPont reported revenue of $6.92 billion, reflecting a growth of 4.3%. However, the company's net margin was slightly negative at -0.42%, and its return on equity stood at 0.90%. Earnings per share came in at $0.38. The next earnings report is expected on August 4, 2026.

Dividend

DuPont pays an annual dividend rate of $0.80, yielding 1.68%. The company's dividend payout ratio is 3.21%.

Insider Buying and Selling at DuPont de Nemours, Inc.

Insider activity at DuPont included CEO Lori Koch selling 261 shares on June 2, 2026, at $48.82 per share. On May 31, 2026, CFO Antonella Franzen sold 1,558 shares at $48.03, and Lori Koch sold another 4,673 shares at the same price. On May 29, 2026, Alexander Cutler, Frederick Lowery, and Donald Macpherson bought 1,033, 800, and 671 shares, respectively, at $48.42.

Analysts Set New Price Targets

On June 23, 2026, Morgan Stanley maintained a 'hold' rating on DuPont with a price target of $156. UBS and RBC Capital, on May 6 and April 24, respectively, maintained 'buy' ratings with price targets of $59 and $56. The consensus among 16 analysts is a 'buy' recommendation, with a mean price target of $56.81.

About DuPont

DuPont de Nemours, Inc., headquartered in Wilmington, Delaware, is a major player in the specialty chemicals industry. The company offers technology-based materials and solutions globally, operating through its Healthcare & Water Technologies and Diversified Industrials segments. Products include components for medical devices, water filtration solutions, and engineered products for various markets. Led by CEO Lori D. Koch, DuPont employs around 15,000 people.

Bottom Line

Barrow Hanley Mewhinney & Strauss's decision to reduce its stake in DuPont by over 60% is a notable shift in its investment strategy. Investors keep an eye on such filings to gauge institutional sentiment, though it's important to remember that 13F filings are backward-looking and may not reflect the current position. With DuPont's stock trading near its highs, insider sales and analyst ratings offer additional insights into market perceptions.