DuPont Split Will Create Three Separate Companies: What To Know
DuPont announced plans to split into three publicly traded companies. Here's what you need to know.


DuPont de Nemours (DD) is making headlines Thursday after the global chemicals company announced its intention to split into three independent, publicly traded companies.
Over the next 18 to 24 months, DuPont will separate its Electronics and Water businesses from its core business. New DuPont will continue operating as a diversified industrial company while the new independent entities will "benefit from increased focus and agility in their respective industries," DuPont said in a press release announcing its spinoff plans. All three companies will have "strong balance sheets, attractive financial profiles and compelling growth opportunities," it added.
"This is an extraordinary opportunity to deliver long-term, sustainable shareholder value through the creation of three strong, industry-leading companies," DuPont CEO Ed Breen said in a statement.

Sign up for Kiplinger’s Free E-Newsletters
Profit and prosper with the best of expert advice on investing, taxes, retirement, personal finance and more - straight to your e-mail.
Profit and prosper with the best of expert advice - straight to your e-mail.
In addition to creating shareholder value, the separation will create new opportunities for employees, DuPont explained. "Critically, each company will have greater flexibility to pursue their own focused growth strategies, including portfolio enhancing M&A [mergers and acquisitions," the firm added.
Here's a breakdown of how each of the separate companies will look:
- New DuPont: This will be a diversified industrial company with brands such as Tyvek, Kevlar and Nomex. It will have a significant presence in the healthcare, electric vehicles and industrial sectors. The businesses within New DuPont generated sales of approximately $6.6 billion in 2023.
- Electronics: This company will specialize in electronic materials, including those used in semiconductor chip manufacturing, power management and thermal management. In 2023, this business achieved approximately $4.0 billion in sales.
- Water Solutions: This company will be a global leader in water technology with a portfolio including water filtration and purification solutions with leading technologies in reverse osmosis, ion exchange and ultrafiltration. This company will provide critical components and systems for multiple industries and generated approximately $1.5 billion in sales in 2023.
DuPont also announced that Lori Koch, currently the company's chief financial officer, will take over as CEO of DuPont on June 1. The company plans to announce the leadership teams of the new companies in advance of their separations.
DD's plan to separate follows in the footsteps of former industrial conglomerate General Electric – now GE Aerospace (GE) – which completed its massive three-way spinoff in early April.
Is DuPont a buy, sell or hold?
Analysts are mostly upbeat toward the materials stock. According to S&P Global Market Intelligence, the consensus analyst target price for DD stock is $83.72, representing implied upside of about 6% to current levels. Meanwhile, the consensus recommendation is a Buy.
Financial services firm UBS is one of the more bullish outfits on DuPont and sees the planned separation as a way to unlock value for shareholders.
"We see this as positive for the group and expect this to drive a higher value realization for the Electronics and Water businesses in particular, which we see as the most undervalued in the portfolio," UBS Global Research firm analyst Joshua Spector wrote in a note.
Specter rates DuPont a Buy with a $93 price target, representing implied upside of nearly 20% to current levels.
Related Content
Get Kiplinger Today newsletter — free
Profit and prosper with the best of Kiplinger's advice on investing, taxes, retirement, personal finance and much more. Delivered daily. Enter your email in the box and click Sign Me Up.

Joey Solitro is a freelance financial journalist at Kiplinger with more than a decade of experience. A longtime equity analyst, Joey has covered a range of industries for media outlets including The Motley Fool, Seeking Alpha, Market Realist, and TipRanks. Joey holds a bachelor's degree in business administration.
-
The Role of the U.S. Dollar in Retirement: Is It Secure?
Protect your retirement from de-dollarization, because “capital always goes where it is treated best."
By Adam Shell
-
Retire in France for Beauty and Culture
France offers a great history and a slower pace of life for retirees. At times, it can feel like stepping into a postcard.
By Brian O'Connell
-
To Stay on Track for Retirement, Consider Doing This
Writing down your retirement and income plan in an investment policy statement can help you resist letting a bear market upend your retirement.
By Matt Green, Investment Adviser Representative
-
How to Make Changing Interest Rates Work for Your Retirement
Higher (or lower) rates can be painful in some ways and helpful in others. The key is being prepared to take advantage of the situation.
By Phil Cooper
-
When to Sell Your Stock
Knowing when to sell a stock is a major decision investors must make. While there's no one correct answer, we look at some best practices here.
By Charles Lewis Sizemore, CFA
-
Within Five Years of Retirement? Five Things to Do Now
If you're retiring in the next five years, your to-do list should contain some financial planning and, according to current retirees, a few life goals, too.
By Evan T. Beach, CFP®, AWMA®
-
The Home Stretch: Seven Essential Steps for Pre-Retirees
The decade before retirement is the home stretch in the race to quit work — but there are crucial financial decisions to make before you reach the finish line.
By Mike Dullaghan, AIF®
-
Stock Market Today: Great Power Affairs Mesmerize Markets
The U.S. and China are at least talking about talking about tariffs, and investors, traders and speculators are showing a little less fear.
By David Dittman
-
Three Options for Retirees With Concentrated Stock Positions
If a significant chunk of your portfolio is tied up in a single stock, you'll need to make sure it won't disrupt your retirement and legacy goals. Here's how.
By Evan T. Beach, CFP®, AWMA®
-
Four Reasons It May Be Time to Shop for New Insurance
You may be unhappy with your insurance for any number of reasons, so once you've decided to shop, what is appropriate (or inappropriate) timing?
By Karl Susman, CPCU, LUTCF, CIC, CSFP, CFS, CPIA, AAI-M, PLCS