Royal Fund Management 13F: Exits DuPont de Nemours (DD) Stake

DuPont de Nemours, Inc. (DD) business photo

Key Points

  • Royal Fund Management sold out of its DuPont de Nemours position, dropping its 12,822 shares down to zero in a filing on October 22, 2026.
  • DuPont trades around $134.15, resting 15.1% below its 52-week high with trailing twelve-month revenue near $6.99 billion ahead of its November 3 earnings report.
  • Wall Street maintains a consensus buy rating on the specialty chemicals firm with a mean price target of $165.47 across seventeen analyst opinions.

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Royal Fund Management completely exited its position in DuPont de Nemours, Inc. (DD), selling all 12,822 shares it held during the reported period according to a Form 13F filing filed with the SEC on October 22, 2026. The fund previously held a small stake valued at zero dollars following the total liquidation.

DD DuPont de Nemours, Inc.
$135.10 +11.56% year to date
Daily close · Oct 22, 2026

What Changed in Royal Fund Management's DuPont Position

The institutional investor closed its entire stake in the specialty chemicals maker, dropping its share count from 12,822 shares down to zero. Because this move represents a complete exit, the holding was reduced by 100.0%. The reported value of the position fell completely as the fund walked away from the equity.

Other Institutional Activity in DuPont

Other large funds made notable adjustments to their holdings in the specialty chemicals provider during recent reporting cycles. Gabelli Funds trimmed its holdings by 2,790 shares, ending with 264,271 shares worth about $35,845,718.28. Voloridge Investment Management added a brand-new position of 1,256,132 shares valued at roughly $170,381,743.71. Barrow Hanley Mewhinney & Strauss cut its stake heavily, reducing holdings by 4,630,435 shares to finish with 2,860,991 shares worth about $388,064,817.49. Canada Life Assurance grew its holdings by 87,216 shares, ending with 545,649 shares worth about $74,011,830.03 for a 19.0% increase. Nomura Asset Management International grew its stake by 649,054 shares, ending with 1,755,602 shares worth about $238,129,854.21, marking a 58.7% jump.

DuPont de Nemours, Inc. Stock Holds Steady

DuPont shares recently traded around $134.15 as of October 23, 2026, sitting below the $135.10 close recorded on the filing date. The stock moves within a 52-week range of $100.02 and $157.98, placing it well above its lowest point over the past year while trailing behind its peak. The company carries a market capitalization of roughly $18.24 billion.

Recent Earnings

DuPont reported trailing twelve-month revenue of $6,988,000,256.00 with basic earnings of $3.75 per share. The company posted a net profit margin of 0.8% and a return on equity of 1.8%. Its next earnings report is scheduled for November 3, 2026.

Earnings drift grade

Outlook vs expectations on the last report — not price action.

C 60/100

Reported May 5, 2026

  1. Forward outlook

    1 analysts raised price targets.

  2. EPS & revenue

    EPS beat estimates by 10.4%. Revenue missed estimates by 2.0%.

  3. Profit surprise

    EBITDA missed by 46 percent. Operating income missed by 52 percent.

  4. Pre-earnings setup

    Bar was high, analysts already very bullish.

  5. Analyst signal

    1 target raise.

  6. 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

DuPont pays an annual dividend rate of $2.40 per share, giving the stock a dividend yield of 1.78%. The payout ratio stands at 81.5% of earnings.

Insider Buying and Selling at DuPont de Nemours, Inc.

Chief Executive Officer Lori Koch sold 260 shares on June 2, 2026, at an average price of $48.82 for a total value of $12,741.00 in a transaction not executed under a Rule 10b5-1 plan.

Analysts Set New Price Targets

UBS maintained a Buy rating on October 5, 2026, while lowering its price target to $172.00 from $178.00. Citigroup maintained a Buy rating on October 7, 2026, adjusting its target to $162.00 from $170.00. JP Morgan downgraded the stock to Neutral on October 9, 2026, moving its target down to $145.00 from $172.00. Barclays initiated coverage with an Overweight rating and a $156.00 price target on October 13, 2026. RBC Capital maintained an Outperform rating on October 15, 2026, reducing its target to $160.00 from $176.00. Wall Street analysts maintain a consensus buy recommendation on the stock with a mean price target of $165.47.

About DuPont

DuPont de Nemours, Inc. builds technology-based materials and solutions across the globe. Headquartered in Wilmington, Delaware, the firm operates through two core segments focused on healthcare, water technologies, and diversified industrial markets. Its engineered products serve vital manufacturing and consumer supply chains worldwide.

Bottom Line

Royal Fund Management's complete exit removes its exposure to DuPont as market watchers look ahead to the company's next earnings release on November 3, 2026. Investors continue to weigh analyst price revisions against broader chemical sector demand.

Source: Royal Fund Management's 13F filing on $DD (Oct 22, 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

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