KeyBanc has increased its price target for DuPont (NYSE:DD) to $57.00 from $51.00 and maintained an Overweight rating on the stock. The revised target implies upside from DuPont’s most recent share price of $49.43, which has risen 22.96% year-to-date.
In raising the target, KeyBanc analyst Aleksey Yefremov pointed to greater conviction in DuPont’s long-term growth algorithm following the company’s portfolio adjustments completed after the Qnity divestiture. The analyst cited steady operational execution in recent quarters and highlighted the company’s initial guidance for 2026 as evidence supporting a stronger earnings outlook.
KeyBanc also observed early signs of an industrial rebound, noting healthy order growth at the outset of the year. While the research team acknowledged that DuPont still has material exposure to sectors that remain challenged - specifically building, construction, and automotive - it expects those headwinds to be more than offset by mid-single-digit growth rates in the company’s healthcare and water segments.
Valuation played an important role in the firm’s decision. DuPont shares are currently trading at 13.1 times estimated 2026 EBITDA, a multiple KeyBanc described as attractive and supportive of its Overweight thesis and higher price target tied to an upgraded earnings forecast. Additional financial metrics cited include a 7% free cash flow yield and a track record of dividend payments sustained for 55 consecutive years. The company’s Financial Health score is characterized as "GREAT," and the shares are trading near what KeyBanc views as fair value.
Recent quarterly results lent further support to the positive momentum. For the fourth quarter of 2025, DuPont reported earnings per share of $0.46, topping the $0.43 estimate. Revenue for the quarter came in at $1.7 billion, marginally above the $1.69 billion forecast. Those results prompted a favorable response in pre-market trading following the release, with the company either meeting or exceeding analysts’ expectations on those measures.
Taken together, KeyBanc’s commentary frames the price target increase as a function of improved confidence in DuPont’s post-restructuring growth path, encouraging early indicators of industrial demand, and valuation measures that leave room for upside if earnings momentum continues. At the same time, the firm continues to monitor cyclical pressures in construction-related end markets and the automotive sector as potential constraints on performance.
Contextual note: The details above summarize KeyBanc’s published view, recent company results for the fourth quarter of 2025, and the market’s early reaction to those results.