Citi Names DuPont Top Pick Among North American Specialty Chemical Stocks

Citi has reiterated DuPont (DD) as its top pick among North American specialty chemical stocks, citing solid Q2 results, foreign exchange gains, and improved margin trends in the electronics sector. The firm expects investor interest to increase ahead of the company's split into two units, with a 1% raise in its full-year 2025 EBITDA estimate.

Citi has reiterated DuPont (DD) as its top pick among North American specialty chemical stocks, citing solid Q2 results, foreign exchange gains, and improved margin trends in the electronics sector. The firm expects investor interest to increase ahead of the company's split into two units, with a 1% raise in its full-year 2025 EBITDA estimate.

DuPont de Nemours reported earnings for the second quarter of 2025, with adjusted EPS of $1.17, missing analyst expectations of $1.19 [2]. However, the company's net income surged due to a C$35 million foreign exchange gain, primarily on intercompany loans. This gain offset the decline in same-store sales in the U.S. by 3.8%, leading to an overall net income of C$57.29 million.

Analysts have shown strong interest in DuPont, with 11 research reports in the past 90 days. The consensus rating is "Moderate Buy," with an average rating score of 2.79. Cerity Partners LLC, one of the key investors, boosted its stake in DuPont by 5.8% in the first quarter [3].

The company's P/E ratio of 39.17 is higher than the market average but lower than the Basic Materials sector average. The PEG ratio of 2.15 indicates that the company could be overvalued. Despite this, DuPont's P/B ratio of 1.15 suggests a reasonable valuation compared to its assets and liabilities.

DuPont's dividend yield is 2.48%, higher than the bottom 25% of all stocks that pay dividends. The company's dividend payout ratio of 33.95% next year indicates sustainability.

Institutional ownership stands at 73.96%, signaling strong market trust. Insiders hold only 0.61% of the stock, with no recent insider trading activity.

The recent news sentiment score of 0.86 is higher than the average news sentiment score of Basic Materials companies, indicating positive market perception.

DuPont's stock has shown resilience, with a 52-week low of $53.77 and a high of $90.06. The stock opened at $74.08 on Wednesday, July 2, 2025.

References:
[1] https://www.marketbeat.com/stocks/NYSE/DD/
[2] https://www.tradingview.com/news/reuters.com,2025:newsml_PLX0C1AD3:0-mty-food-group-q2-net-income-surges-on-foreign-exchange-gains/
[3] https://www.marketbeat.com/instant-alerts/filing-cerity-partners-llc-has-819-million-stock-holdings-in-dupont-de-nemours-inc-nysedd-2025-07-16/