Nomura Asset Management International 13F: Adds $88M to DD Stake
Nomura Asset Management lifted its position in specialty chemicals maker DuPont de Nemours, Inc. by nearly 59% during the period.
Reviewed by automated data checks against the source filing. How we make and check alerts
Nomura Asset Management International added 649,054 shares to its stake in DuPont de Nemours, Inc. ($DD), a 58.66% increase, according to a 13F filing with the SEC dated May 15, 2026. It reported 1,755,602 shares worth $238.13 million at the end of the quarter.
Since the filing, $DD is down 2.4% after 1 week, down 1.6% after 1 month and down 11.4% to date (from the $147.28 close on May 15, 2026).
Find the original: Nomura Asset Management International 13F filings on SEC EDGAR
DD
DuPont de Nemours, Inc.
Key Points
- Nomura Asset Management raised its holdings in DuPont de Nemours, Inc. NYSE:DD by 58.7%, adding 649,054 shares to finish the period with 1,755,602 shares.
- The updated position was revealed in a recent Form 13F filing with the SEC, though the report reflects holdings as of that past date and may not represent the investor's current posture.
- Major financial firms have updated their outlooks on the stock, including RBC Capital maintaining an outperform rating with a $160.00 price target on October 15, 2026.
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Nomura Asset Management expanded its portfolio footprint in DuPont de Nemours, Inc. NYSE:DD, lifting its stake by 58.7% according to a recent Form 13F filing with the SEC. The filing reflects holdings as of the reporting period and may not represent the investor's current position today.
Nomura Asset Management International vs. the S&P 500
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Position Growth at Nomura
The fund added 649,054 shares of the specialty chemicals company during the period, bringing its total ownership to 1,755,602 shares. Based on the fund's reported cost basis, the expanded stake carried an estimated value of about $238.1 million. This increase follows earlier portfolio adjustments by the asset manager, which trimmed holdings in other names earlier in the reporting cycle.
Stock Performance and Recent Trading
Shares of DuPont de Nemours traded near $135.64 as broader markets processed the latest institutional ownership shifts. The stock sits inside a 52-week price band ranging from $92.49 to $157.98, reflecting steady movement through the year.
Recent Earnings and Financial Health
DuPont generated $6.99 billion in revenue with a 4.0% revenue growth rate, alongside an earnings per share figure of $2.34. The company supports an annual dividend rate of $2.40 per share, yielding 1.86% with a payout ratio of 130.0%. The next quarterly earnings report is slated for November 5, 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.
Analysts Set New Price Targets
Major research firms adjusted their stances on the stock through October 2026. On October 15, 2026, RBC Capital maintained its Outperform rating while adjusting its price target to $160.00 from $176.00. Earlier, on October 13, 2026, Barclays initiated coverage with an Overweight rating and a $156.00 price target. JP Morgan downgraded the stock to Neutral on October 9, 2026, lowering its target to $145.00 from $172.00, while Citigroup maintained a Buy rating with a $162.00 target on October 7, 2026. UBS kept a Buy rating on October 5, 2026, setting a $172.00 target.
Inside DuPont de Nemours
DuPont de Nemours creates technology-based materials, water filtration solutions, and specialty products utilized across industrial, medical, and construction markets worldwide. Headquartered in Wilmington, Delaware, the company operates segments focusing on advanced specialty materials and industrial solutions.
What to Watch at DuPont de Nemours, Inc.
Investors will look to upcoming regulatory filings and the November earnings release for further clues on institutional sentiment. As 13F reports look backward, subsequent disclosures will show whether large asset managers maintained these positions through changing market conditions.
Related Filing Alerts
Source: Nomura Asset Management International's 13F filing on $DD (May 15, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Nomura Asset Management International 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts