Mutual of America Capital Management 13F: New $3.6M Stake in DD
Key Points
- Mutual of America Capital Management opened a brand-new position in DuPont de Nemours, Inc. DD by acquiring 28,090 shares valued at about $3,648,610 in a filing on October 23, 2026.
- DuPont de Nemours, Inc. DD shares recently traded around $135.10, sitting below their 200-day moving average of $138.20 and down about 1.1% from the close of $136.55 on the filing date.
- Wall Street analysts currently maintain a consensus buy rating on the specialty chemicals maker with a mean price target of $165.47 ahead of upcoming earnings.
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Mutual of America Capital Management opened a brand-new position in DuPont de Nemours, Inc. DD by acquiring 28,090 shares valued at about $3,648,610, according to a Form 13F filing on October 23, 2026. The filing reveals the firm started the stake during the quarter, bringing its initial exposure to the specialty chemicals maker onto its books.
DD
DuPont de Nemours, Inc.
What Changed in Mutual of America's DuPont de Nemours, Inc. Position
The newly disclosed stake gives the firm 28,090 shares of DuPont de Nemours, Inc. DD. Because this is a brand-new position with no prior shares held, the addition represents a clean starting footprint in the company worth roughly $3.65 million based on values reported in the SEC filing.
Other Institutional Activity in DuPont de Nemours, Inc.
Other large institutional investors have also adjusted their portfolios around the chemical producer. Victory Capital Management Inc. grew its holdings by 258,584 shares, ending with 2,352,384 shares worth about $321,218,042.
DuPont de Nemours, Inc. Stock Up 0.7%
DuPont de Nemours, Inc. DD recently traded around $135.10 as of October 24, 2026, down about 1.1% from its closing price of $136.55 on the October 23 filing date. The stock trades above its 50-day moving average of $132.63 but sits below its 200-day moving average of $138.20. Over the past year, shares have ranged from a low of $100.02 to a high of $157.98.
Recent Earnings
For the trailing twelve months, the company reported revenue of $6.99 billion and basic earnings of $3.75 per share. Profitability metrics show a net profit margin of 0.8% and a return on equity of 1.8%. The company is scheduled to report its next round of financial results on November 3, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
1 analysts raised price targets.
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EPS & revenue
EPS beat estimates by 10.4%. Revenue missed estimates by 2.0%.
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Profit surprise
EBITDA missed by 46 percent. Operating income missed by 52 percent.
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Pre-earnings setup
Bar was high, analysts already very bullish.
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Analyst signal
1 target raise.
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Earnings quality
Gross margin up 3.2 points. Operating margin down 5.0 points. Positive free cash flow.
Earnings Call Summary
DuPont delivered a strong first quarter with organic sales growth of 2 percent and 20 percent adjusted earnings growth on a pro forma basis. Healthcare sales were especially strong at high single digit growth, while water was hampered by about $10 million in shipment delays from Middle East logistics disruptions. Management emphasized continued innovation, with plans to launch an AI platform for product development, and noted steady progress on their operational improvement program including Kaizen events. The company completed the Aramids divestiture and announced a $275 million accelerated share buyback, returning capital to shareholders while maintaining balance sheet strength.
Guidance DuPont raised full year sales guidance to about $7.2 billion and adjusted earnings to $2.35 to $2.40 per share. They expect about 4 percent organic growth for the year, including roughly 1 percent from pricing to cover higher raw material costs from the Middle East conflict. The company also projects strong margin expansion through the rest of the year.
Neutral report. Results and guidance were close to expectations, with limited evidence of a reset either way.
Dividend
股东 receive an annual dividend rate of $2.40 per share, which translates to a dividend yield of 1.78%. The payout currently consumes 81.5% of earnings.
Insider Buying and Selling at DuPont de Nemours, Inc.
Chief Executive Officer Lori Koch sold 260 shares of stock on June 2, 2026, at a price of $48.82 per share, for a total value of $12,741.
Analysts Set New Price Targets
Wall Street research firms have actively adjusted their outlooks on the stock through October. On October 5, 2026, UBS maintained its Buy rating while lowering its price target to $172.00 from $178.00. Citigroup maintained a Buy rating on October 7, 2026, trimming its target to $162.00 from $170.00. JP Morgan downgraded the stock to Neutral on October 9, 2026, cutting its target to $145.00 from $172.00. Barclays initiated coverage with an Overweight rating and a $156.00 price target on October 13, 2026. Shortly after, on October 15, 2026, RBC Capital maintained an Outperform rating while lowering its target from $176.00 to $160.00. Overall, the stock carries a consensus buy recommendation from 17 analysts with a mean price target of $165.47.
About DuPont de Nemours, Inc.
DuPont de Nemours, Inc. DD develops technology-based materials and industrial solutions utilized across global manufacturing sectors. Operating out of Wilmington, Delaware, the firm focuses on healthcare, water technologies, and diversified industrial markets. Institutional interest remains steady as the company prepares its next earnings update.
Bottom Line
Mutual of America Capital Management's new position highlights ongoing portfolio adjustments as the company approaches its next earnings report on November 3, 2026. Investors will be watching to see how quarterly results align with analyst expectations and the current consensus buy rating.
Related Filing Alerts
Source: Mutual of America Capital Management's 13F filing on $DD (Oct 23, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts