JP Morgan Cuts DuPont de Nemours (DD) Price Target to $145
JP Morgan has downgraded its rating on DuPont to Neutral and set a new price target of $145, a 11.40% upside from the current price.
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JP Morgan cut its price target on DuPont de Nemours, Inc. ($DD) to $145 from $172 on October 9, 2026, and rates the stock "Neutral".
Since the rating, $DD is up 0.3% after 1 week and up 0.3% to date (from the $130 close on Oct 9, 2026).
DD
DuPont de Nemours, Inc.
Key Points
- On October 9, 2026, JP Morgan lowered its rating on DuPont de Nemours, Inc. to Neutral, with a new price target of $145, down from $172.
- JP Morgan's $145 price target implies 11.40% upside from DuPont de Nemours, Inc.'s ($DD) current $130.16 share price.
- The stock is currently trading around $130.16, which is 10.2% below JP Morgan's new price target.
- DuPont reported trailing twelve-month revenue of about $6.99 billion and has a dividend rate of $2.40.
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Not investment advice. EarningsIQ is not a registered investment adviser, and this automated DuPont de Nemours, Inc. alert may contain errors. Disclosures
JP Morgan has downgraded its rating on DuPont de Nemours, Inc. (NYSE: DD) to Neutral on October 9, 2026, lowering its price target from $172 to $145. This new target is about 10.2% below the recent trading level of $130.16 as of October 16, 2026.
JP Morgan's Call on DuPont
JP Morgan's downgrade comes as the firm reassesses its outlook for the specialty chemicals company. The new price target of $145 reflects a significant reduction from the previous target of $172, indicating a shift in the firm's view on the stock's potential performance.
Other Institutional Activity in DuPont
Several funds have maintained their positions in DuPont. Blackrock Inc. holds 10,637,868 shares valued at approximately $1.39 billion after increasing its stake by 250,339 shares. Vanguard Capital Management LLC has 8,935,728 shares worth about $1.17 billion, adding 70,918 shares. State Street Corporation increased its holdings by 715,117 shares, bringing its total to 6,949,792 shares valued at around $906.7 million. Meanwhile, Vanguard Portfolio Management LLC reduced its stake by 29,600 shares, ending with 6,405,233 shares worth about $835.7 million, and Invesco Ltd. decreased its holdings by 182,854 shares, totaling 3,792,235 shares valued at approximately $494.8 million.
DuPont de Nemours, Inc. Stock Down 1.1%
DuPont shares are currently trading at $130.16, which is significantly below JP Morgan's new target of $145. The stock's recent performance suggests a cautious sentiment among analysts, especially following the downgrade by JP Morgan.
$DD price target
DuPont de Nemours, Inc. daily closes and this analyst's $145 target. Not advice.
Recent Earnings
DuPont reported trailing twelve-month revenue of approximately $6.99 billion, reflecting a year-over-year growth of 4.0%. The company has a net margin of 0.8% and a return on equity of 1.8%. Its next earnings report is expected on 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.
Insider Buying and Selling at DuPont de Nemours, Inc.
On June 2, 2026, CEO Lori Koch sold 260 shares at an average price of $48.82, totaling about $12,741. This transaction occurred before the recent analyst changes.
Analysts Set New Price Targets
On October 9, 2026, JP Morgan downgraded DuPont to Neutral with a price target of $145. Earlier, on October 7, Citigroup maintained a Buy rating with a target of $162, while UBS and RBC Capital maintained their ratings of Buy and Outperform, respectively. The consensus from analysts suggests a cautious outlook on DuPont, considering the recent downgrade.
About DuPont
DuPont de Nemours, Inc. is a major player in the specialty chemicals sector, providing technology-based materials and solutions across various industries including healthcare and water technologies. The firm's recent downgrade by JP Morgan highlights the shifting perceptions in the market regarding its future performance.
Bottom Line
Investors should keep an eye on DuPont's upcoming earnings on November 5, 2026, as well as any further analyst updates following this downgrade. The stock's performance relative to the new price target will be important to watch in the coming weeks.
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Source: JP Morgan's rating change on $DD (Oct 9, 2026). Written by software, not financial advice. How we make alerts