Mackenzie Financial 13F: Adds $165M to DD Stake

Mackenzie Financial Boosts DuPont Position

Mackenzie Financial has increased its stake in DuPont de Nemours, Inc. (NYSE: DD) by 1,218,454 shares, a 106.7% boost. This brings their total holdings to 2,359,909 shares, valued at approximately $320.1 million. The latest Form 13F filing reflects these holdings as of May 13, 2026.

Significant Increase in Holdings

Mackenzie Financial's recent move marks a substantial increase in its investment in DuPont, which now accounts for a larger portion of its portfolio. The fund previously held 1,141,455 shares, and this increase shows a strong commitment to the company.

Institutional Activity

While there are no peer fund updates in this filing, it's worth noting that other funds have been active in DuPont. Recently, Great Lakes Advisors trimmed its stake by about 145,000 shares, and Gabelli Funds also reduced its holdings by 2,790 shares. Conversely, Voloridge Investment Management opened a new position by acquiring over 1.25 million shares in DuPont, highlighting the varying strategies among institutional investors.

How DuPont de Nemours, Inc. Stock Has Traded

DuPont's shares traded at $135.64 on May 13, 2026, which is a strong position compared to its 52-week low of $92.49. The stock has shown resilience and is currently positioned above its 200-day moving average, indicating a stable performance in the market.

Analysts Set New Price Targets

Analysts have recently been active regarding DuPont, with RBC Capital maintaining an 'Outperform' rating and a price target of $160 on October 15, 2026. Barclays initiated coverage with an 'Overweight' rating and a target of $156 on October 13, 2026. Meanwhile, JP Morgan downgraded its rating to 'Neutral' with a target of $145 on October 9, 2026. Overall, there are 16 analyst opinions with a consensus rating of 'buy' and a mean price target of $170.

What DuPont de Nemours, Inc. Does

DuPont de Nemours, Inc. specializes in technology-based materials and solutions across various sectors, including healthcare and industrial applications. The company's diverse offerings, from specialty chemicals to advanced materials, position it well for future growth, especially as institutional interest continues to build.

What's Ahead for DuPont de Nemours, Inc.

Investors will be watching for further filings and any updates from analysts, especially with the next earnings report scheduled for November 5, 2026. The 13F filing reflects positions as of the reporting period and may not represent current holdings, so future changes could provide additional insights into Mackenzie Financial's strategy with DuPont.