Wilmington Savings Fund Society, FSB 13F: New $1.6M Stake in DD
Key Points
- Wilmington Savings Fund Society opened a new position in DuPont de Nemours, Inc. DD by acquiring 12,414 shares valued at approximately $1.61 million, according to a Form 13F filing on October 23, 2026.
- The specialty chemicals maker offers an annual dividend of $2.40 per share, giving investors a dividend yield of 1.78% backed by an 81.5% payout ratio.
- Wall Street analysts maintain a consensus buy rating on the stock with a mean price target of $165.47 ahead of the company's upcoming earnings report on November 3, 2026.
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Wilmington Savings Fund Society took a new position in DuPont de Nemours, Inc. DD, purchasing 12,414 shares valued at about $1.61 million. According to a Form 13F filing on October 23, 2026, the firm started the stake from scratch during the period. DuPont de Nemours shares closed at $136.55 on the filing date.
DD
DuPont de Nemours, Inc.
What Changed in Wilmington Savings Fund Society's DuPont Position
The fund opened a brand-new position in the specialty chemicals provider, acquiring 12,414 shares. The reported value of the new holding stood at $1,612,455. Because this was a brand-new addition to the portfolio, there was no prior share count or percentage change to report.
Other Institutional Activity in DuPont
Other major institutional investors adjusted their holdings in the specialty chemicals company around the same period. IFP Advisors sold out of its position completely, cutting 91,719 shares to end with zero shares worth $0. Great Lakes Advisors reduced its holdings by 144,968 shares, ending with 883,992 shares valued at about $119.9 million. Gabelli Funds trimmed its stake by 2,790 shares, finishing with 264,271 shares worth about $35.8 million. Voloridge Investment Management opened a new position by acquiring 1,256,132 shares valued at about $170.4 million. Mutual of America Capital Management also opened a new stake, purchasing 28,090 shares worth about $3.6 million.
DuPont de Nemours, Inc. Stock Up 0.7%
DuPont de Nemours shares recently traded around $135.10 as of October 24, 2026, putting the stock down about 1.1% since the October 23 filing close of $136.55. The stock trades above its 50-day moving average of $132.61, 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
DuPont de Nemours reported trailing-twelve-month revenue of nearly $7.0 billion and earnings of $3.75 per share. The company generated a net profit margin of 0.8% alongside a return on equity of 1.8%. Investors look ahead to the company's next earnings report scheduled for 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
DuPont de Nemours pays an annual dividend rate of $2.40 per share, which translates to a dividend yield of 1.78%. The company's dividend payout ratio stands at 81.5%, showing the portion of earnings currently dedicated to shareholder payouts.
Insider Buying and Selling at DuPont de Nemours, Inc.
Chief Executive Officer Lori Koch completed a transaction on June 2, 2026, selling 260 shares at an average price of $48.82 for a total value of $12,741.
Analysts Set New Price Targets
Wall Street research firms adjusted their views on the stock ahead of the filing. 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, lowering its target to $162.00 from $170.00. JP Morgan downgraded the stock to neutral on October 9, 2026, reducing 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. RBC Capital maintained an outperform rating on October 15, 2026, adjusting its target to $160.00 from $176.00. Overall, the stock carries a consensus buy recommendation from 17 analysts with a mean price target of $165.47.
About DuPont
Headquartered in Wilmington, Delaware, DuPont de Nemours provides technology-based materials and solutions across the globe. The company operates through two primary segments focused on healthcare and water technologies alongside diversified industrial applications, serving various manufacturing and engineering markets.
Bottom Line
Institutional interest in DuPont remains active as large investors adjust their portfolios. Market participants will watch the upcoming earnings release on November 3, 2026, for fresh details on operational margins and segment growth.
Related Filing Alerts
Source: Wilmington Savings Fund Society, FSB'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