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On Wednesday, BofA Securities analyst adjusted the price target for DuPont (NYSE:DD) shares, increasing it to $88.00 from the previous $82.00, while the Underperform rating was maintained. According to InvestingPro data, DuPont currently trades at a P/E ratio of 43.08, suggesting a relatively high valuation multiple compared to peers. The adjustment followed DuPont’s impressive fourth-quarter earnings, which surpassed expectations and provided a positive outlook for 2025. The company reported a fourth-quarter earnings per share (EPS) of $1.13, significantly higher than the consensus and guided figure of $0.98. This performance was attributed in part to benefits from a higher share repurchase, a lower tax rate, reduced foreign exchange losses, and lower interest expenses.
DuPont’s organic sales saw a year-over-year increase of 7%, with an 8% volume increase and a 1% price decrease. This growth was notably strong in the electronics sector, with Electronics & Imaging (E&I) up 10% organically, boosted by expansion in China and the artificial intelligence sector. The Water & Protection segment also returned to year-over-year top-line growth at 6% organically, propelled by improvements in water and medical packaging markets. All of DuPont’s business lines experienced positive organic growth except for the Shelter segment, which remained flat due to challenges in the North American construction market.
Despite the positive results, BofA Securities highlighted that DuPont’s EPS growth guidance for 2025, forecasted at 6-8%, is lower compared to other specialty chemical companies. The company has maintained dividend payments for 54 consecutive years, with a current dividend yield of 1.87%, and management has been actively buying back shares. However, it was noted that DuPont has a consistent track record, having missed their guidance only once in the past 16 quarters. The market responded favorably to the company’s strong quarterly results and the optimistic guidance for the coming years. Discover more insights about DuPont and access detailed financial analysis through the comprehensive Pro Research Report, available exclusively on InvestingPro.
In other recent news, DuPont has exceeded Q4 expectations with a strong 2025 outlook. The company reported robust demand in electronics, improvements in water and healthcare markets, and a 7% YoY increase in both net and organic sales. DuPont’s Q4 adjusted earnings per share were $1.13, surpassing the analyst consensus of $0.99. The revenue for the quarter was $3.09 billion, slightly above the estimated $3.08 billion.
The company’s strong performance was attributed to an 8% increase in volume, particularly in electronics end-markets, offset slightly by a 1% decrease in price. DuPont also saw a return to YoY growth in medical packaging and biopharma within healthcare markets, along with acceleration in water markets.
Looking ahead, DuPont provided an optimistic outlook for 2025. The company expects Q1 2025 EPS of $0.95, above the consensus of $0.93, and revenue of $3.025 billion. For the full year 2025, DuPont forecasts EPS between $4.30 and $4.40, with revenue ranging from $12.8 to $12.9 billion. These are the recent developments for the company.
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