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Donation helps cover veterinary care to reduce a key financial hurdle for student puppy raisers in 23 states

Key Highlights 

$150,000 CareCredit donation to Canine Companions to help train and place service dogs at no cost to recipients  $50,000 of donation dedicated to cover veterinary costs for college student puppy raisers across 30 colleges and universities in 23 states CareCredit has proudly partnered with Canine Companions for more than 10 years as part of its commitment to helping manage the cost of care, whether that care is for families, pets, or service dogs that change lives , /PRNewswire/ -- Cue the tail wags: Synchrony (NYSE: SYF), a leading consumer financing company, today announced a $150,000 donation on behalf of CareCredit, its health and wellness credit card for humans and their pets, to Canine Companions®, a national nonprofit that provides expertly trained service dogs at no cost to adults, children and veterans with disabilities, and to professionals working in healthcare, law enforcement and educational settings.

Synchrony and CareCredit Lend a Helping Paw to College Puppy Raisers Training Canine Companions’ Next Generation of Service Dogs This milestone gift celebrates Canine Companions' 50th anniversary, and CareCredit's longstanding partnership with the organization over the last 10 years. Of the total donation, $50,000 will directly help cover veterinary care for collegiate puppy raisers nationwide, easing one of the most common financial barriers faced by students who volunteer to raise and train future service dogs. The remaining $100,000 will support Canine Companions' broader program operations.

"Franklin is the first puppy I've raised. Watching him grow and change from that young puppy who couldn't do anything to this 8-month-old who is doing really well and focused is really impressive to me," said Lucy, a Canine Companions volunteer puppy raiser at Colorado State University. "He started with just routine [veterinary] visits, but since then, he's had a few ear infections and emergency visits. So, it's definitely a lot and can be expensive pretty quick. Having the support of CareCredit and Canine Companions is a huge lifesaver."

College student volunteers, like Lucy, play a crucial role in the earliest stage of a service dog's training by opening their homes and hearts to Canine Companions puppies for their first 18 months helping them learn 30 essential skills. Meet Lucy and future Service Dog Franklin and other students (with their puppies!) talk about their experience training future service dogs in this new CareCredit video series.

Collegiate puppy raisers traditionally cover all expenses, including food, toys, bedding, and critical veterinary care, which can total $2,500-$3,500 per puppy during that 18-month period. That's why CareCredit specifically allocated funds to cover veterinary care, products and services for puppy raisers at 30 colleges and universities coast-to-coast, including University of California: Los Angeles, Colorado State University, University of Connecticut and Longwood University. A full list of active collegiate puppy raising clubs can be found here.

"College students play an essential role in the Canine Companions program, delivering the early training and socialization that put future service dogs on the road to success," said Jonathan Wainberg, Senior Vice President and General Manager, Pet, Synchrony. "Veterinary expenses, especially unexpected bills, can be hard to manage on a student budget. This donation allows puppy raisers to stay focused on what they do best: developing confident, capable dogs that will one day change someone's life. It also underscores why CareCredit exists in the first place: to help people manage the cost of care."

Canine Companions, founded in 1975, stands as the largest provider of service dogs in the U.S. and was notably the first organization to train and provide these animals specifically for individuals with physical disabilities. They have been working with collegiate puppy raisers for more than 25 years. CareCredit's support will help ensure future service dogs receive the essential training and comprehensive veterinary care they need before being placed with their partners.

"As Canine Companions celebrates 50 years of providing greater access to independence, we are honored to continue our vital mission," said Jeanine Konopelski, Chief Marketing Officer for Canine Companions. "Support from partners like CareCredit is critical to our cause. This funding directly empowers more dedicated students to join our mission, enabling us to provide increased independence to those who need it most."

Since its inception, Canine Companions has placed over 8,600 expertly trained service dogs across the country. To learn more about becoming a Canine Companions puppy raiser, please visit canine.org/raise.

Frequently Asked Questions

Q1: What is the significance of this donation?
A1: Synchrony, on behalf of CareCredit, is donating $150,000 to Canine Companions to support the training and placement of service dogs provided at no cost, including dedicated funding to cover veterinary care for college student puppy raisers.

Q2: How will this donation support college student puppy raisers?
A2: This donation directly reduces unpredictable veterinary costs that are a major barrier for student volunteers, while also funding program operations that sustain Canine Companions' national service dog mission.

Q3: What colleges and universities have active Puppy Raising Clubs?

AU Collar Scholars — Adelphi University Collar Scholars TSU — Tarleton State University Collar Scholars at UCLA — University of California, Los Angeles Collar Scholars at UNLV — University of Nevada, Las Vegas Collar Scholars at Belmont University — Belmont University Canine Companions Club — The Evergreen State College Yellow Caped Raiders — Texas Tech University Living Unleashed — University of Central Arkansas Collar Scholars UNT — University of North Texas Collar Scholars at Carroll College — Carroll College Collar Scholars at KSU — Kent State University TUSTEP — Tulane University STEP at UCF — University of Central Florida STEP-UP — University of Pennsylvania Canine Companions – Clemson University — Clemson University STEP @ LU — Longwood University Collar Scholars at University of Alabama — University of Alabama Collar Scholars at CU Boulder — University of Colorado Boulder STEP at Pitt — University of Pittsburgh Mines Collar Scholars — Colorado School of Mines STEP at LSU — Louisiana State University Collar Scholars AZ — University of Arizona Canine Companions at UConn — University of Connecticut Collar Scholars Tampa — University of South Florida Collar Scholars at CSU — Colorado State University Rice PAWS — Rice University Collar Scholars at U of A — University of Arkansas Collar Scholars at UD — University of Delaware UTD SIT — University of Texas – Dallas Prendergast Pups — Washington State University Learn more about starting a Collegiate Puppy Raising Club here.

Q4: Where can I learn more about CareCredit?
A4: Learn more about managing the cost of pet care with the CareCredit credit card at https://www.carecredit.com/vetmed/

About Synchrony
Synchrony (NYSE: SYF) is a leading consumer financing company that has been at the heart of American commerce and opportunity for nearly a century. Synchrony delivers credit and banking products that empower tens of millions of consumers to improve their financial lives and access what matters most. Leveraging innovative solutions that are shaping the future of retail commerce, Synchrony supports the growth and success of some of the nation's most respected brands, alongside hundreds of thousands of small and midsize businesses, including health and wellness providers. Committed to excellence in service and culture, Synchrony is honored to be ranked the #1 Best Company to Work For® in the U.S. by Fortune magazine and Great Place to Work®. For more information, visit www.synchrony.com.

About Canine Companions
National nonprofit Canine Companions is celebrating 50 years of independence. In 1975, a door towards greater independence was opened for people with disabilities — and it all started with a dog. Canine Companions invented the concept of the modern service dog to assist people with physical disabilities, empowering people with disabilities to live with greater independence. As the first and largest provider of service dogs, Canine Companions serves adults, children and veterans with disabilities and professionals working in health care, law enforcement, and educational settings. Since our founding in 1975, we have provided these services at no cost to the recipient. Canine Companions is a nonprofit 501(c)(3) and has eight locations across the country serving all 50 states. Learn more at canine.org or call 1-800-572-BARK (2275).

Media Contact
Ashley Tufts
Synchrony
[email protected]

Robyn Smith
Canine Companions
[email protected]

SOURCE Synchrony

It has been about a month since the last earnings report for Synchrony (SYF - Free Report) . Shares have lost about 8.4% in that time frame, underperforming the S&P 500.

Will the recent negative trend continue leading up to its next earnings release, or is Synchrony due for a breakout? Well, first let's take a quick look at its latest earnings report in order to get a better handle on the recent catalysts for Synchrony Financial before we dive into how investors and analysts have reacted as of late.

Synchrony Q1 Earnings Match Estimates on Purchase Volume Growth

Synchrony reported first-quarter 2026 adjusted earnings per share (EPS) of $2.27, in line with the Zacks Consensus Estimate. The bottom line increased 20.1% year over year.

Net interest income reached $4.64 billion, up 3.8% from the prior-year period but missed the consensus estimate by 0.5%.

The quarterly earnings were supported by a higher net interest margin and strong purchase volume growth. A lower provision for credit losses also contributed to the performance. These positives were partly offset by lower deposits, a decline in average active accounts and higher expenses. 

SYF’s Q1 Results in DetailRetailer share arrangements of Synchrony advanced 19.6% year over year to $1.1 billion in the first quarter. Total loan receivables of $100.1 billion, up 0.5% year over year, beat the Zacks Consensus Estimate of $99.3 billion as well as our estimate of $98.9 billion.

Total deposits dipped 0.6% year over year to $82.9 billion and fell short of our estimate of $83.2 billion. The provision for credit losses was $1.3 billion, which declined 10.5% year over year on the back of lower net charge-offs and reserve release. The metric came in slightly lower than our estimate of $1.4 billion.

Synchrony’s purchase volume rose 5.6% year over year to $43 billion on higher spend per account and strong customer response. The figure beat the consensus estimate of $42 billion and our estimate of $41.4 billion.

Interest and fees on loans totaled $5.4 billion, rising 1.9% year over year and in line with our estimate. The increase was driven by higher loan receivables yield, primarily reflecting the impact of PPPCs, and was partially offset by reduced benchmark rates. Net interest margin improved 76 basis points year over year to 15.5% in the first quarter but came in slightly below the Zacks Consensus Estimate of 15.6%.

Average active accounts of 68.8 million slipped 0.7% year over year and missed the consensus mark and our estimate of 69.4 million.

Total other expenses of SYF increased 5.9% year over year to $1.3 billion, lower than our estimate of $1.4 billion. The efficiency ratio of 35.6% deteriorated 220 bps year over year and came above the consensus mark of 35%.

Movement in Individual Sales PlatformsHome & Auto period-end loan receivables decreased 3.7% year over year in the first quarter. Purchase volume remained flat, with higher spend per account and growth in furniture and electronics offset by selective home improvement spending and fewer active accounts. Interest and fees on loans declined 1.6% year over year.

Digital period-end loan receivables inched up 3.5% year over year in the reported quarter. Purchase volume rose 8.2%, driven by higher spend per account and strong customer response to enhanced offerings. Interest and fees on loans increased 5.7% year over year. 

Diversified & Value period-end loan receivables rose 4.3% year over year in the quarter under review. Purchase volume rose 8.7%, driven by partner expansion and higher spend per account. Interest and fees on loans increased 1.4% year over year.

Health & Wellness period-end loan receivables inched up 0.8% year over year in the first quarter. Purchase volume rose 2.6%, driven by growth in pet and audiology, partly offset by weaker cosmetic and dental spending and fewer active accounts. Interest and fees on loans advanced 3.7% year over year.

Lifestyle period-end loan receivables decreased 1.3% year over year in the first quarter. Purchase volume rose 6.6%, driven by other apparel, goods and luxury, partly offset by fewer active accounts. Interest and fees on loans decreased 1.1% year over year.

Financial Position (as of March 31, 2026)Synchrony exited the first quarter with cash and equivalents of $20.6 billion, which increased from the 2025-end level of $15 billion. Total assets of $121.5 billion increased from $119.1 billion at the 2025-end level. SYF’s balance sheet was consistently strong in the reported quarter, with total liquidity of $22.8 billion accounting for 18.8% of its total assets.

Total borrowings were $16.4 billion, up from $15.2 billion as of Dec. 31, 2025. Total equity of $16.5 billion decreased from the 2025-end figure of $16.8 billion.

Return on assets increased 20 bps year over year to 2.7% in the first quarter. Return on equity was 19.5%, which increased 110 bps year over year.

Capital Deployment UpdateSynchrony returned $1 billion to shareholders, including $900 million through share buybacks and $104 million in dividends. The board approved a planned 13% increase in the quarterly dividend to 34 cents per share, effective from the third quarter of 2026.

The board approved a new share repurchase program of up to $6.5 billion, starting in the second quarter of 2026, with no expiration date. This replaces the previous program, which was set to expire on June 30, 2026.

SYF’s 2026 GuidanceSynchrony continues to anticipate mid-single-digit growth in period-end loan receivables. Strong purchase volume growth is expected to continue throughout 2026. The payment rate is expected to remain high. SYF expects receivables growth to accelerate in the second half of 2026.

Earnings per share for 2026 are projected to be in the range of $9.10 to $9.50.

RSA, as a percentage of average loan receivables, is increasing, reflecting strong program performance, and is expected to remain within the 4-4.5% target range.

How Have Estimates Been Moving Since Then?Since the earnings release, investors have witnessed a downward trend in estimates revision.

The consensus estimate has shifted -8.11% due to these changes.

VGM ScoresCurrently, Synchrony has a average Growth Score of C, a score with the same score on the momentum front. However, the stock was allocated a grade of A on the value side, putting it in the top 20% for this investment strategy.

Overall, the stock has an aggregate VGM Score of A. If you aren't focused on one strategy, this score is the one you should be interested in.

OutlookEstimates have been broadly trending downward for the stock, and the magnitude of these revisions indicates a downward shift. Interestingly, Synchrony has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.

Performance of an Industry PlayerSynchrony is part of the Zacks Financial - Miscellaneous Services industry. Over the past month, Applied Digital Corporation (APLD - Free Report) , a stock from the same industry, has gained 21.9%. The company reported its results for the quarter ended February 2026 more than a month ago.

Applied Digital Corporation reported revenues of $126.64 million in the last reported quarter, representing a year-over-year change of +139.3%. EPS of -$0.36 for the same period compares with -$0.16 a year ago.

Applied Digital Corporation is expected to post a loss of $0.13 per share for the current quarter, representing a year-over-year change of -8.3%. Over the last 30 days, the Zacks Consensus Estimate has changed -18.2%.

Applied Digital Corporation has a Zacks Rank #3 (Hold) based on the overall direction and magnitude of estimate revisions. Additionally, the stock has a VGM Score of F.

LiveLoveSpa.com becomes the first eCommerce partner in the cosmetic space to offer the CareCredit credit card as a seamless checkout option, giving consumers more options to pay for skincare and beauty products.

Key Highlights:

A first in beauty eCommerce: LiveLoveSpa.com becomes CareCredit's first cosmetics eCommerce partner to offer CareCredit as a built-in checkout payment option. Built for how people shop today: With 41% of U.S. beauty and personal care purchases happening online, shoppers increasingly expect flexible ways to apply for credit and pay at checkout. Financing when it matters most: The integration brings apply + buy in one smooth flow, meeting demand for choice and convenience—especially as 44% of shoppers look for financing options. , /PRNewswire/ -- Synchrony (NYSE: SYF), a leading consumer financial services company, today announced a partnership with LiveLoveSpa.com, an online store and community created to inspire healthy living by connecting consumers and professionals to beauty and wellness products and experiences. LiveLoveSpa.com is Synchrony's first eCommerce partner in the cosmetic space to offer a seamless apply and checkout experience with CareCredit through Shopify.

LiveLoveSpa.com becomes the first eCommerce partner in the cosmetic space to offer the CareCredit credit card as a seamless checkout option, giving consumers more options to pay for skincare and beauty products. Expanding financing options to online sectors may be essential to meet consumers on their journey, as global eCommerce sales are forecasted to hit $6.4 trillion in 2026, with an expected market growth of over $7.89 trillion by 2028 and estimated 22.5% of retail purchases taking place online.1 The cosmetic space is already seeing this shift firsthand as online sales now represent 41% of beauty and personal care sales in the U.S., a 7.3% year-over-year value in growth across the global sector.2

"As more consumers choose to shop directly with brands online, the digital experience – especially at checkout – has become increasingly important. At the same time, cost remains a key barrier in the cosmetic and wellness space," said Jeff Miller, Senior Vice President and General Manager, Specialty and Wellness at Synchrony. "CareCredit, backed by Synchrony helps address that challenge by expanding access to financing options in a seamless, digital-first way – enabling consumers to move forward with care and helping our partners drive growth."

The partnership enables consumers to apply for and use CareCredit at checkout when purchasing products and services from LiveLoveSpa.com  which uses Shopify. Cardholders will experience a seamless checkout experience and will have access to a variety of financing options on eligible purchases that could support them in achieving their aesthetic and wellness goals.

Live Love Spa's partnership with CareCredit helps cardholders to purchase what they want in a way that fits their lifestyle and financial goals throughout their beauty and wellness journey by:

Enabling a seamless checkout experience: CareCredit financing options are available at the point of sale, improving the payment experience for Live Love Spa customers. Driving access: With the CareCredit credit card, consumers can move forward with higher-ticket wellness and spa purchases eligible for special financing they might otherwise delay due to upfront costs, while providing a continuous solution for their beauty and wellness journey as consumers can utilize it for repeat purchases and ongoing product or service needs.  Delivering a trusted payment option: Consumers gain added confidence when purchasing from curated wellness brands on Live Love Spa, as 71% of consumers have encountered a scam or attempted scam while shopping online.3 The Future of eCommerce Financing
As 44% of shoppers said they always seek financing options,4 this partnership aims to address consumers' cost concerns while redefining the eCommerce payment experience in a new age of digitalization and integration.

"Consumer preferences are evolving alongside the growing digital presence of beauty and wellness brands, making cross-industry partnerships increasingly valuable to remain competitive," said Lisa Michaelis, CEO and Founder of Live Love Spa. "Partnering with CareCredit allows us to offer the financing options consumers expect, directly at the point of sale, helping more customers access the brands and products they want while putting their wellness needs at the forefront."

Through CareCredit, a Synchrony solution, this partnership enables access to an array of credit options for health and wellness products and services, including 6 and 12 months promotional financing options on purchases of $200+.

Expanding on Synchrony's years of expertise in consumer financing for more than 70.7 million active accounts,5 alongside approximately 500,000 total partner locations – including small and medium businesses – the partnership is expected to increase access to financing options for 100,000+ Live Love Spa customers and marks CareCredit's growing digital presence in the beauty and wellness space.

To learn more about CareCredit and how to apply, please visit: www.carecredit.com. To learn more about Synchrony's eCommerce solutions, please visit: www.synchrony.com.

FAQ

What is the current and projected growth of global eCommerce sales and cosmetic space?
Global eCommerce sales are forecasted to reach $6.4 trillion in 2026, with expected market growth to over $7.89 trillion by 2028 and an estimated 22.5% of all retail purchases taking place online.1 Online sales currently represent 41% of all beauty and personal care sales in the U.S., reflecting a significant shift in consumer purchasing habits within this sector.2

What role do financing options play in consumers' online shopping behavior?
Financing options play a significant role, as 44% of shoppers actively seek them,4 highlighting a strong consumer demand for payment solutions in the digital space.

Why are trusted payment options crucial for online shoppers?
Trusted payment options for eCommerce shoppers are crucial because 71% of consumers have encountered a scam or attempted scam while shopping online.3 Partnering with reputable payment solutions like CareCredit can provide added confidence.

How can I use CareCredit for Live Love Spa products at checkout?
CareCredit cardholders can apply for and use their card at the point of sale for Live Love Spa purchases on Shopify.     

Does CareCredit plan to offer point of sale offerings across other eCommerce sites?
Yes, CareCredit and larger Synchrony network has been expanding its role and footprint in the eCommerce space, from Synchrony's agentic AI marketplace integration to CareCredit point of sale offerings.

About Synchrony
Synchrony (NYSE: SYF) is a leading consumer financing company that has been at the heart of American commerce and opportunity for nearly a century. Synchrony delivers credit and banking products that empower tens of millions of consumers to improve their financial lives and access what matters most. Leveraging innovative solutions that are shaping the future of retail commerce, Synchrony supports the growth and success of some of the nation's most respected brands, alongside hundreds of thousands of small and midsize businesses, including health and wellness providers. Committed to excellence in service and culture, Synchrony is honored to be ranked the #1 Best Company to Work For® in the U.S. by Fortune magazine and Great Place to Work®. For more information, visit www.synchrony.com.

About LiveLoveSpa.com:
LiveLoveSpa.com is the curated wellness destination where every product is carefully selected and vetted. So discovering your next favorite ritual feels like a recommendation from someone who gets it. For more than a decade, their team of experts has had its pulse at the forefront of wellness, elevated the professionals, and created the spaces where brands, businesses, and people finally discover each other.

1 Global Ecommerce Sales Growth Report (2026). Shopify, 2025. Retrieved from: https://www.shopify.com/blog/global-ecommerce-sales

2 NIQ reports 7.3% Year-Over-Year Value Growth in Global Beauty Sector. NielsenIQ, 2025. Retrieved from: https://nielseniq.com/global/en/news-center/2025/niq-reports-7-3-year-over-year-value-growth-in-global-beauty-sector/.

3 "Clutch Report: 71% of Consumers Encounter E-Commerce Scams While Shopping Online." Clutch, 2026. Retrieved from: https://clutch.co/press-releases/ecom-scams-survey.

4 Synchrony 9th Major Purchase Study, September 2023.

5 Securities and Exchange Commission Form 10-K, Annual Report Section 13 and 15(d). Synchrony, February 6, 2026.

Contact:
Michelle Romero
Synchrony
[email protected]

SOURCE Synchrony

As long as shoppers keep spending and paying their bills, Synchrony Financial NYSE: SYF can expect to profit.

These days, that’s been working pretty well. As one of the largest private-label credit card issuers in the United States, the company is making money, reducing loan losses, and handing billions back to shareholders.

Analysts are generally optimistic. But it’s a cyclical consumer credit play, so as with others in the industry, the biggest rewards go to investors who can ride volatility.

Get Synchrony Financial alerts:

Synchrony Operates Behind the ScenesIf Synchrony’s not a household name, it’s because most consumers interact with the company without knowing it. When someone signs up for a store credit card at a major retailer, a healthcare financing plan at a dentist’s office, or chooses the buy-now-pay-later option at an online checkout, there is a good chance Synchrony is behind it.

Synchrony Financial Today

SYF

Synchrony Financial

$73.36 +1.03 (+1.43%)

As of 03:59 PM Eastern

This is a fair market value price provided by Massive. Learn more.

52-Week Range$59.46▼

$88.77Dividend Yield1.64%

P/E Ratio7.59

Price Target$86.05

Synchrony partners with retailers, healthcare providers, and service businesses to issue their private-label credit cards, co-branded cards, installment loans, and health-and-wellness financing programs.

In the financial sector, the company is perhaps better known for its aggressive marketing of high-rate certificates of deposit, which bring in funds it can then lend against.

That lending partnership model is both Synchrony’s strength and its core risk. The company doesn’t compete for customers the way a traditional bank does. Consumer relationships come through the retailer’s brand loyalty.

But when the cycle turns and retailers suffer, so do sales and, by extension, Synchrony.

Credit Trends ImprovedThese potential challenges have not been an issue recently. Consolidated net earnings in the first quarter came in at $805 million, an increase of 6% year-over-year. Diluted earnings per share hit $2.27, up 20% from $1.89 the previous year and above analysts’ expectations.

The higher earnings per share came despite less dramatic growth in other areas. Purchase volume of $43 billion was up 6% from the year-ago quarter. Single-digit increases came in almost every segment, including digital, diversified, health and wellness, and lifestyle. Home and auto purchase volume remained level. Overall, loan receivables were also basically flat at $101 billion, and active accounts remained relatively constant.

Among the most important gauges of trends, however, is that the company’s net charge-off rate, or the relative amount of loans it writes off as uncollectable, fell sharply over the past year. In a decidedly mixed consumer credit environment, that’s an important story as charge-offs dropped to 5.42% from 6.38% a year earlier.

Equally important to earnings, Synchrony’s provision for loan losses, the amount set aside from earnings for future charge-offs, was down 11% in the first quarter compared with a year earlier. That followed an overall reduction in the provision of 22% in 2025.

A Turnaround Is Taking HoldThe company’s position is even more impressive when taking a look back a couple years. Through much of 2024 and into early 2025, consumer lenders faced rising charge-offs as pandemic-era savings ran dry. Lower-income borrowers were stretched thin under the weight of persistent inflation. Synchrony was not immune as charge-offs climbed. Management tightened underwriting standards, and the stock came under pressure.

Then Synchrony’s tighter credit controls began to show results. For 2025, the company reported net earnings of $3.5 billion, or $9.28 per diluted share, with full-year charge-offs pulling back within the company’s long-term target range of 5.5% to 6%. Those positive trends continued into this year.

The company has also been adding to its partner list, not just defending existing relationships against competitors like Capital One NYSE: COF and Bread Financial NYSE: BFH. Synchrony announced it added or renewed more than 15 partners in the first quarter, including Miracle Ear, Indian Motorcycle and Harbor Freight Tools. The company also further announced an enhanced credit card program with Dick’s Sporting Goods and expanded its CareCredit health financing platform into e-commerce partnerships in the cosmetic space.

Shareholders Are Getting PaidFor investors, the recent performance has meant income as well. Synchrony returned $1 billion in capital to shareholders in the first quarter, including $900 million of share repurchases and $104 million of common stock dividends. That’s supported by total liquid assets of $22.8 billion, or 18.8% of total assets, as of March 31.

For income investors, Synchrony declared a 30-cent quarterly common dividend and announced plans to raise that payout 13% to 34 cents per share beginning in the third quarter. With the dividend hike, the board also approved a new $6.5 billion share repurchase authorization.

Wall Street Sees PotentialDespite the positive results, no company deeply embedded in a cyclical industry is right for every investor. The stock, which hit a 52-week high in early January, is down more than 10% since the start of the year, signaling some investor hesitation about economic conditions. Over the past 12 months, however, shares are up almost 20%.

Synchrony Financial (SYF) Price Chart for Friday, June, 12, 2026

Given the recent pullback, analysts see a clear, if not robust, upside to the stock, rating the company an overall Moderate Buy. Currently trading around $70 per share, SYF's average 12-month price target is $86.05, or about 20% upside. Thirteen of the 21 analysts have placed a Buy rating on the company, while eight suggest Hold.

Cyclical Risks Come With Cyclical RewardsThere is no disguising the inherent risks and potential rewards of Synchrony shares. As a consumer credit company, they are built into the company’s business. For Synchrony, its revenues depend on keeping strong relationships with major retail and healthcare partners. The broader macro environment adds another layer of uncertainty.

Even after the year-over-year improvement in charge-offs, a 5.42% rate is still elevated in absolute terms, and the figure was trending up slightly compared with the two previous quarters. Even so, the profits were there.

For investors who like owning a well-run, capital-returning consumer lender with improving credit trends and proven earnings power, Synchrony might be a stock to consider. Cyclical stocks can be attractive for short-term trades if the timing is right. Longer-term value, however, comes by riding out volatility.

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I reiterate a Strong Buy on Western Digital because my original AI storage thesis has moved from expectation to proof, with Q3 2026 showing 45% revenue growth. Micron and SK Hynix are giving the market the green light on the broader AI memory cycle, and I believe WDC will benefit from the same underlying driver. My growth drivers are nearline cloud demand, UltraSMR mix, cost-per-TB declines, and HAMR. The drivers can take WDC toward roughly $20.70 of est. 2028 EPS.

Western Digital Corporation (WDC) Presents at Bank of America 2026 Global Technology Conference Transcript

Western Digital Corporation (WDC) Presents at 2026 Evercore Global TMT Conference Transcript

In the closing of the recent trading day, Western Digital (WDC) stood at $576.93, denoting a -2.89% move from the preceding trading day.

Memory and storage names are leading the tape in early Monday trading, snapping back hard from Friday’s brutal selloff. Micron Technology (NASDAQ:MU | MU Price Prediction) stock is up 8% to $935, while Western Digital (NASDAQ:WDC) and SanDisk (NASDAQ:SNDK) are also rallying sharply.

The bounce arrives without a fresh fundamental catalyst, and it looks technical in nature. The trio is recovering only a portion of the ground lost on Friday, June 5, when the so-called “Parabolic 7” trade violently unwound across the AI infrastructure complex.

Friday’s closing prints were harsh across the memory names, with MU stock leading the declines, having dropped 13% to $864.01.

A Snap-Back, Not a New Catalyst There’s no fresh news item driving Micron, Western Digital, or SanDisk shares higher this morning. The setup looks like classic mean reversion after a sentiment-driven flush in the parabolic memory complex. Short-term traders appear to be covering shorts and re-entering long exposure at lower prices.

The “Parabolic 7” framing captures the broader issue. These names had rallied so aggressively into late May that any tape weakness could trigger forced selling from leveraged accounts. That dynamic appears to have exhausted itself over the weekend, setting up Monday’s rebound in Micron, Western Digital, and SanDisk shares.

Analyst Targets and Earnings Backdrop The fundamental story behind memory hasn’t broken. Western Digital’s most recent results showed fiscal Q3 2026 revenue of $3.34 billion, a 45% year over year (YoY) increase, and EPS of $2.72, up 97% YoY. Hyperscaler demand for high-capacity storage continues to drive that strength.

On the analyst side, SanDisk has drawn aggressive target hikes. Morgan Stanley raised its price target on SanDisk to $1,750, while Susquehanna pushed its target to $3,250. Those calls reflect Wall Street’s read on tight NAND supply and premium AI-era pricing.

Micron’s upcoming earnings report is the key dated catalyst for the group. Investors are looking for confirmation that AI-era HBM and DRAM demand remains intact, and management commentary on bookings could shape the next leg for Western Digital and SanDisk as well.

Volatile Names Coming Off Parabolic Runs Investors should weigh today’s bounce against the recent volatility profile of these tickers. Micron, Western Digital, and SanDisk shares have moved in lockstep with the broader AI infrastructure trade, and sharp rebounds after steep selloffs don’t always extend into sustained recoveries. Position sizing matters more than usual in this group.

The prediction market crowd is mixed on Micron. A Polymarket contract on the same-day close prices in 88% odds that MU stock finishes higher today, yet next-day sentiment for June 9 sits at a neutral 50%. The crowd sees a bounce in MU stock, not necessarily a trend reversal.

Reddit’s tone has whipsawed alongside the price action. Micron’s r/WallStreetBets sentiment swung from a bearish 36 reading Friday morning to a bullish 68 by Monday’s pre-market window. That kind of emotional swing can drive intraday volatility.

What to Watch The first test for Micron, Western Digital, and SanDisk is whether buyers can hold these levels into the close. A weak finish could suggest larger funds are fading the bounce and continuing to reduce exposure to the AI memory complex.

Beyond today, the next major catalyst is Micron’s upcoming earnings release. Management’s commentary on HBM bookings, DRAM pricing, and hyperscaler capex will set the tone for the entire storage group, with Western Digital and SanDisk likely to trade in sympathy.

The takeaway is straightforward. Today’s pop in Micron, Western Digital, and SanDisk repairs part of Friday’s damage, but it doesn’t end the volatility regime these names have been trading in. Watch for whether the group can build through midday and close near its highs.

Western Digital (WDC - Free Report) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.

Shares of this maker of hard drives for businesses and personal computers have returned +2.2% over the past month versus the Zacks S&P 500 composite's +0.2% change. The Zacks Computer- Storage Devices industry, to which Western Digital belongs, has gained 9.8% over this period. Now the key question is: Where could the stock be headed in the near term?

While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.

Revisions to Earnings EstimatesHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.

Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.

For the current quarter, Western Digital is expected to post earnings of $3.28 per share, indicating a change of +97.6% from the year-ago quarter. The Zacks Consensus Estimate remained unchanged over the last 30 days.

For the current fiscal year, the consensus earnings estimate of $10.02 points to a change of +103.3% from the prior year. Over the last 30 days, this estimate has remained unchanged.

For the next fiscal year, the consensus earnings estimate of $17.19 indicates a change of +71.6% from what Western Digital is expected to report a year ago. Over the past month, the estimate has remained unchanged.

Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, Western Digital is rated Zacks Rank #1 (Strong Buy).

The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:

12 Month EPS

Projected Revenue GrowthEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.

For Western Digital, the consensus sales estimate for the current quarter of $3.69 billion indicates a year-over-year change of +41.5%. For the current and next fiscal years, $12.87 billion and $17.32 billion estimates indicate -3.1% and +34.6% changes, respectively.

Last Reported Results and Surprise HistoryWestern Digital reported revenues of $3.34 billion in the last reported quarter, representing a year-over-year change of +45.5%. EPS of $2.72 for the same period compares with $1.36 a year ago.

Compared to the Zacks Consensus Estimate of $3.24 billion, the reported revenues represent a surprise of +3.12%. The EPS surprise was +12.86%.

The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates each time over this period.

ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.

Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.

As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.

Western Digital is graded F on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.

ConclusionThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Western Digital. However, its Zacks Rank #1 does suggest that it may outperform the broader market in the near term.

Both data storage specialists recently received price target boosts from analysts.

© luchschenF / Shutterstock.com

Shares of SanDisk (NASDAQ:SNDK | SNDK Price Prediction) are up 14% to roughly $1,873 in midday trading Thursday, while Western Digital (NASDAQ:WDC) stock is climbing 6% to around $520. The bounce snaps a rough stretch for memory and storage names that had pulled back hard from last week’s highs.

Both moves arrive alongside a broader rebound across the memory complex. The group had been beaten up over the past several sessions, with names in the sector down 18% from the peak heading into Thursday. WDC stock dropped 17% during the same stretch.

Today’s catalyst for SanDisk and Western Digital centers on a long-term capacity announcement out of South Korea that has reignited the AI-storage trade. These remain intraday moves and could certainly reverse in the coming sessions.

SK Hynix Capacity Plan Fuels the Memory Bounce SK Group Chairman Chey Tae-won reported that SK Hynix plans to roughly double its wafer capacity within five years and triple it by around 2034 to keep pace with surging demand. Some industry observers think even that may not be enough to meet AI-driven memory needs. That framing reads as a structural positive for NAND, DRAM, and HDD suppliers alike.

SanDisk benefits via NAND flash, where pricing power has expanded sharply. The company’s most recent quarter showed revenue of $5.95 billion, up 251% year over year, with gross margin of 78% versus 23% a year earlier. Moreover, SanDisk’s Datacenter revenue alone surged 645% to $1.47 billion, underscoring the AI infrastructure tailwind.

Western Digital is positioned in HDDs that increasingly anchor AI data-center storage tiers. The company posted non-GAAP EPS of $2.72 vs. $2.39 expected on revenue of $3.34 billion, up 46% year over year. Western Digital CEO Irving Tan recently stated, “Virtually every AI workload, from training, inference, agentic AI to physical AI, creates data that is stored persistently and cost-efficiently on HDDs.”

SanDisk CEO David Goeckeler echoed the durability theme, declaring the latest quarter “a fundamental inflection point” driven by mix shift toward datacenter customers. The company also retired $650 million in debt, reaching a zero long-term debt position.

Peers Snap Back as the Macro Mood Improves The memory rebound also rides on a steadier macro tape. Wednesday’s 2% drop in the S&P 500 came amid renewed U.S.-Iran tensions, including fresh strikes near the Strait of Hormuz and Tehran declaring the waterway closed. With U.S. futures higher Thursday, risk-on flows have returned to high-beta AI names.

Buy-the-dip behavior is showing up across the memory group. Micron Technology (NASDAQ:MU) Micron Technology stock is up 9% alongside the SanDisk and WDC moves, signaling this is a sector-wide reaction rather than a single-name story. SanDisk stock had rallied 592% year to date through Wednesday’s close, so sharp two-way moves come with the territory.

Retail sentiment offers a contrarian wrinkle. Stocktwits sentiment on SanDisk and Western Digital had been bearish heading into today’s pop, even as the WallStreetBets community pivoted hard the other way. Reddit sentiment scores on SNDK stock hit 82, classified as “Very Bullish,” in the hours leading into the open.

What to Watch Now The next share-price move could depend on whether SanDisk stock holds above $1,800 and whether WDC stock can stay above $520. Sharp bounces frequently follow sharp drops in these names, so follow-through matters here.

The geopolitical backdrop remains a live variable for SanDisk and Western Digital. Any escalation around the Strait of Hormuz, with WTI crude oil currently at $87.54 per barrel, could pull risk appetite back out of memory just as quickly as it returned today. The April oil-price spike to $114.58 is a reminder of how fast the energy backdrop can shift.

Investors may also watch for follow-on commentary from peers in the memory complex. Confirmation of the SK Hynix capacity narrative from rival suppliers, or fresh hyperscaler order data, could extend the move. For now, SanDisk stock and Western Digital stock have reclaimed the AI-storage momentum trade, at least until the next macro or company-specific headline lands.

Institutions love Sandisk, but Western Digital prefers its own stock.

Shares of SanDisk (NASDAQ:SNDK | SNDK Price Prediction) are up 6% in Friday morning trading, changing hands near $1,989, while Western Digital (NASDAQ:WDC) stock up 6% to $561. The bid adds another leg to a furious AI storage melt-up that has lifted memory and disk-drive names into record territory.

SNDK stock has staged one of the most extreme runs in the U.S. market this year, as it’s up 724% year to date (YTD) and 4,638% over the past 12 months. WDC stock has gained 224% YTD and 902% over the past year, riding the same AI infrastructure tailwind that has pulled NAND and hard-disk drive demand higher.

The catalyst extends well beyond any single headline. The market is debating whether this is the early innings of a multi-year AI memory supercycle or a late-stage melt-up vulnerable to a sharp reversal.

AI Storage Demand Fuels the Bid The fundamentals behind SanDisk’s run have been hard to dispute. The company’s Q3 FY2026 results, reported April 30, delivered EPS of $23.41 versus a $14.66 consensus and revenue of $5.95 billion, up 251% year over year (YoY). Furthermore, SanDisk’s data-center segment revenue jumped 645% YoY to $1.47 billion.

SanDisk guided Q4 FY2026 revenue to $7.75 billion to $8.25 billion and non-GAAP EPS of $30 to $33. CEO David Goeckeler called the quarter “a fundamental inflection point for SanDisk” as mix shifts toward datacenter customers under multi-year supply contracts.

Western Digital Rides the HDD Tailwind Western Digital’s own Q3 FY2026 report delivered non-GAAP EPS of $2.72 against a $2.39 consensus and revenue of $3.34 billion, up 46% YoY. The company’s non-GAAP gross margin cleared 50% for the first time in recent memory as AI workloads tightened hard-disk drive supply.

Western Digital’s management guided its Q4 FY2026 revenue to roughly $3.65 billion and non-GAAP EPS of $3.25, plus or minus $0.15. CEO Irving Tan stated that “virtually every AI workload, from training, inference, agentic AI to physical AI, creates data that is stored persistently and cost-efficiently on HDDs.”

Bulls Battle Bears on Sustainability The bull case rests on structural undersupply. SanDisk has reportedly locked in approximately $42 billion in multi-year supply agreements, and Susquehanna carries a $2,000 price target on SNDK stock, the highest on the Street. WallStreetBets sentiment scores ran 75 to 82 on Thursday, firmly in very bullish territory.

The bear case is more skeptical. SNDK stock trades at a stretched valuation after its 12-month rip, and insider selling has surfaced, including a director offloading 579 shares near $1,503 in early May. A separate bearish cohort on the “stockmarket” subreddit posted sentiment readings of 35 to 45, calling the move overextended and ripe for a reversal.

What to Watch Next The near-term question is whether Friday’s bid holds into the close. With SNDK stock near record highs and WDC stock just off its own peak, intraday volatility could intensify as traders rotate around the AI memory complex.

Investors can keep an eye on incoming NAND and HDD pricing data, which has been the dominant signal for the group all year. The next earnings cycle could either validate the lofty guidance or reset expectations after this run.

Position sizing matters here. The structural tailwinds may be real, but the velocity of the move argues for measured exposure rather than chasing strength in SNDK and WDC.

Highlights Strong Climate Progress; Announces 2035 Goals

, /PRNewswire/ -- DuPont (NYSE: DD) today published its 2026 Sustainability Report, detailing significant progress in 2025 towards its climate and sustainability ambitions and introducing nine goals with deliverables through 2035.

"The progress outlined in our 2026 Sustainability Report reflects the dedication of our teams and underscores how sustainability is embedded in DuPont's strategy that drives growth, consistent execution and long‑term value creation," said Scott Collick, Chief Sustainability Officer at DuPont. "The report highlights the advancements we have made in the past year to strengthen our portfolio, drive operational efficiency, and deliver sustainable innovation alongside our customers. We're encouraged by the momentum we're building, and the role sustainability plays in supporting durable, profitable growth."

Throughout 2025, DuPont collaborated with customers to introduce sustainably advantaged products, made substantial progress on improving energy efficiency at our sites, reduced our climate impacts, and extended our sustainability expectations into our supply chain. Key Highlights from the 2026 Sustainability Report include:

Over 35% of revenue generated from products introduced in the past five years, and nearly 80% of DuPont's active innovation portfolio is expected to deliver sustainable advantages for customers. Achieved a 76% reduction in Scope 1 and 2 greenhouse gas emissions from a 2019 baseline and a 66% reduction in Scope 3 emissions from a 2020 baseline. On track to net-zero emissions by 2050. Approximately 50% of electricity used across DuPont operations is renewably sourced, including 100% of manufacturing operations in Europe. 78% of sites worldwide have implemented 4R programs, designed to minimize waste and maximize resource efficiency. Achieved its safest year on record, surpassing safety performance milestones set in prior years, with 88% of sites with zero recordable injuries or illnesses. DuPont also expanded its sustainability commitment with the introduction of its 2035 Goals focused on sustainable innovation, resilient operations, and people, partners and communities—all grounded in strong governance. The goals set clear priorities across DuPont's organization, operations and value chain, and are designed to strengthen competitiveness, align with customer and market expectations, and support long‑term value creation.

The 2026 Sustainability Report was developed with reference to the Global Reporting Initiative (GRI) standards, the Sustainability Accounting Standards Board (SASB) standards, and the recommendations outlined by the Task Force on Climate-Related Financial Disclosures (TCFD).

To learn more, download and read the full 2026 Sustainability Report at dupont.com/sustainability.

About DuPont
DuPont (NYSE: DD) is a global innovation leader, providing advanced solutions that help transform industries and improve everyday life across our key markets of healthcare, water, construction, and industrial. More information about the company, its businesses and solutions can be found at www.dupont.com. Investors can access information included on the Investor Relations section of the website at investors.dupont.com.

DuPont™, the DuPont Oval Logo, and all trademarks and service marks denoted with ™, ℠ or ® are owned by affiliates of DuPont de Nemours, Inc. unless otherwise noted.

Cautionary Statement about Forward Looking Statements

Certain statements in this release may be considered forward-looking statements, within the meaning of the federal securities laws, including Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Forward-looking statements often contain words such as "expect", "anticipate", "intend", "plan", "believe", "seek", "see", "will", "would", "target", "outlook", "stabilization", "confident", "preliminary", "initial", "continue", "may", "could", "project", "estimate", "forecast" and similar expressions and variations or negatives of these words. All statements, other than statements of historical fact, are forward-looking statements. Forward-looking statements are not guarantees of future results. Forward-looking statements address matters that are, to varying degrees, uncertain and subject to risks, uncertainties, and assumptions, many of which are beyond DuPont's control, that could cause actual results to differ materially from those expressed in any forward-looking statements.

Forward-looking statements include statements which relate to the purpose, ambitions, commitments, targets, plans, objectives, and results of DuPont's sustainability strategy, including its activities related to substances of concern. They include statements related to the standards and measurement of progress against the company's sustainability goals, including metrics, data and other information, which are based on estimates and assumptions believed to be reasonable at the time. The actual conduct of the company's activities and results thereof, including the development, implementation, achievement or continuation of any goal, program, policy or initiative discussed or expected in connection with DuPont's sustainability strategy may differ materially from the statements made herein. The use of the word "material" for the purposes of statements regarding our sustainability strategy and goals should not be read as equating to any use of the word in the company's other disclosures or filings with the U.S. Securities and Exchange Commission (the "SEC").

See DuPont's most recent annual report on Form 10-K and subsequent current and periodic reports filed with the SEC for further description of risk factors that could impact the expectations or estimates implied by the Company's forward-looking statements. You should not place undue reliance on forward-looking statements, which speak only as of the date they are made. DuPont assumes no obligation to publicly provide revisions or updates to any forward-looking statements whether as a result of new information, future developments or otherwise, should circumstances change, except as otherwise required by securities and other applicable laws.

SOURCE DuPont

DuPont de Nemours lifted its outlook and plans to buy back $275 million of stock after swinging to a profit in the first quarter.

While the top- and bottom-line numbers for DuPont de Nemours (DD) give a sense of how the business performed in the quarter ended March 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Shares of DuPont NYSE:DD rose sharply on Tuesday after the industrial materials maker reported first-quarter results that exceeded analyst expectations and raised its full-year financial outlook, signaling resilience despite rising input costs linked to geopolitical tensions.

The stock climbed about 8.9% to around $49.46, reaching its highest level since March.

The gains came as investors responded positively to both the earnings beat and improved guidance, even as the broader market grappled with the impact of higher oil prices.

DuPont reported adjusted earnings of 55 cents per share for the first quarter, ahead of Wall Street estimates of 48 cents.

Revenue came in at approximately $1.7 billion, in line with expectations.

The year-over-year comparison reflects structural changes following the spinoff of its electronics business, Qnity Electronics.

A year earlier, DuPont had reported earnings of $1.03 per share prior to that separation.

Operationally, the company delivered steady growth across its core segments.

Sales in the Healthcare & Water Technologies division rose about 6%, supported by demand in medical packaging and biopharma markets.

Meanwhile, the diversified industrials segment posted 3% sales growth, with both divisions achieving margin expansion of roughly 1.1 percentage points.

“Our teams...delivered organic growth, margin expansion, and double-digit adjusted EPS growth, along with solid cash flow generation in the quarter,” CEO Lori Koch said in a news release.

Looking ahead, DuPont lifted its full-year 2026 outlook, reflecting confidence in its ability to navigate a challenging cost environment.

The company now expects adjusted earnings per share of about $2.38, up from prior guidance of around $2.28.

Revenue is projected to reach approximately $7.2 billion, compared with earlier expectations of about $7.1 billion.

“Our full year net sales guidance now assumes about 4% organic growth, including about 1% of pricing due to actions taken to fully offset higher input costs related to the Middle East conflict,” CFO Antonella Franzen said in a news release.

The updated outlook comes as the company continues to manage higher raw material costs tied to disruptions in global oil and petrochemical markets.

The Strait of Hormuz tensions have tightened supply for key inputs such as plastics, polymers, and resins.

Executives noted that price increases and surcharges have been implemented to offset these pressures, with an estimated $90 million cost impact expected to be fully covered starting in the second quarter.

Analysts pointed to DuPont’s diversified business mix as a key factor in its ability to withstand external shocks.

Citi analyst Patrick Cunningham described the results as a "solid quarter with the diversified portfolio mix helping offset pronounced weakness from the Middle East disruption."

DuPont operates across multiple end markets, including healthcare, manufacturing, construction, and water technologies, which helps balance performance across cycles.

Despite recent gains, the stock has faced volatility in recent months.

Shares were down about 9.2% before Tuesday's open since the start of the Iran conflict in late February, as investors worried about the impact of higher oil prices on production costs.

However, the latest results suggest those concerns may be easing.

The company also announced a $275 million accelerated share repurchase program, signaling confidence in its financial position and commitment to returning capital to shareholders.

With solid execution, improving margins, and the ability to pass through higher costs, DuPont appears positioned to maintain momentum through 2026, even as geopolitical risks continue to influence global markets.

DuPont de Nemours has repositioned its portfolio, driving strong Q1 results and a 28% share rally over six months. Management raised full-year guidance, now expecting $2.35–$2.40 EPS and $7.16–$7.22B sales, citing segment strength and new product launches. Despite robust execution and shareholder returns, DD's forward P/E of ~21x and recent rally leave shares fairly valued with limited near-term upside.

Congress is trying to come up with more money to give the aging national parks a facelift in honor of the country's 250th birthday this year. President Donald Trump talks about the importance of federal facilities looking good, while his budget proposal slashed funding for the National Park Service.

Republican lawmakers are searching for revenue sources including establishing tolls on federally operated roads in the Washington area used daily by tens of thousands of commuters and by hiking fees to visit national parks for visitors from outside the U.S. Democrats say putting tolls on roads that intersect with the Capital Beltway is an untenable solution and that finding new money to fund park overhauls is not necessary since it's already the government's responsibility to maintain the parks.

Lawmakers are racing to pass the successor to the Great American Outdoors Act, or GAOA, a law Trump signed during his first term to clear the National Park Service's backlog of deferred maintenance in the park system. The law has now expired, and the maintenance backlog has only grown, so Congress wants to pass a successor measure to finish the job.

The national parks are one of the few remaining truly bipartisan issues on Capitol Hill due to their immense popularity with voters. Few lawmakers will oppose funding the parks, and Trump's proposed cuts and sales of public lands have been routinely vanquished in Congress. And, the parks help support a booming outdoor recreation industry that contributes to the economy, supporting sales of gear and materials from companies such as REI, Patagonia and DuPont.

"If we could find a way to use tolls on federal roads, that's one way you could fund it," said Rep. Bruce Westerman, R-Ark., chair of the House Committee on Natural Resources. Westerman said he's looking to create what he's called the "Next 250 Fund" to fund the parks.

Westerman said tolls would be justified because the first iteration of the Great American Outdoors Act directed money to restore the George Washington Memorial Parkway, a federal road in the metropolitan Washington area. A slew of federally operated roads crisscross the capital area.

"Look at all the money that comes out of the parks in Wyoming that goes to things like the George Washington Parkway, the entrance fees from there, so why shouldn't that be an option to raise funds to do maintenance backlog going forward?" he asked.

Rep. Jared Huffman, D-Calif., the top Democrat on the Natural Resources Committee, ruled out tolling to raise additional tax dollars, saying the drivers who use the Washington-area roads have recoiled from the idea.

"All the colleagues I've talked to that represent those areas say it's a nonstarter, poison pill," Huffman said.

Huffman said there's no need to find additional revenue to balance the new spending in the bill, calling it an "obsession" of Republicans.

"This is deferred maintenance, it's like a debt we've already incurred," he said. "So to be playing around with these politicized offsets is not a productive path forward."

The legislative effort occurs against the backdrop of Trump's proposed budget for the 2027 fiscal year that would slash the National Park Service's overall budget by 34% and its construction budget to less than $50 million, a 72% decrease from 2025.

Those cuts would follow National Park Service staff reductions totaling nearly a quarter of the agency's workforce in 2025 after Trump returned to the White House, according to data compiled by the National Parks Conservation Association.

Senate stays away from proposing road tollsThe Senate is not pursuing tolls or other new revenue for its version of the bill, dubbed the "America the Beautiful Act." That bill would use the same mechanism as the first Great American Outdoors Act to fund the maintenance: funneling oil and gas royalties from all federal energy development revenues into a fund called the Legacy Restoration Fund, set aside for park maintenance.

The Senate bill, led by Sens. Steve Daines, R-Mont., and Angus King, I-Maine, has 52 sponsors in the Senate.

"Let's see how we can do over here and then we'll talk with Chairman Westerman," King said when asked about the proposed tolls.

Hanging over the debate is the White House, which, in its budget request for fiscal 2027, asked for the Legacy Restoration Fund, which expired after the 2025 fiscal year, to be restored. The White House also endorsed foreign visitor fees, saying the park service "would implement a surcharge on international visitors at the most visited parks that would provide hundreds of millions of dollars to maintain parks around the Nation."

The number of international visitors to the U.S. dropped 5.9% in Trump's first year back in the White House from the year before, according to the nonpartisan Congressional Research Service. The National Park Service already implemented a $100 per person surcharge for non-U.S. residents per daily visit to the most popular national parks, and Trump wants to put the change into law.

Democrats are also on high alert for any legislative language that may clear the way for Trump's various projects around Washington, such as his White House ballroom and a proposed triumphal arch.

"I am concerned that some of the language we've seen could be used for vanity construction projects, and that's not going to fly either," Huffman said.

REI, Patagonia among companies pushing for spendingThe outdoor recreation market is a massive industry worth billions in the U.S. that touches almost every part of the retail industry — from specialty players such as REI and Patagonia to big box stores such as Walmart and Target to apparel companies such as Lululemon and Abercrombie & Fitch.

During Trump's first term, retailers threw their weight behind the GAOA because legislation that supports the outdoors and U.S. national parks is safe policy to support and is inherently apolitical, said Neil Saunders, a GlobalData Retail analyst and managing director.

"It kind of throws a halo around the brands. It links in with sustainability. It links in with the green agenda, but it's not really political in a way that is controversial," Saunders said. "Most Americans are like, 'Hey, our public parks, you know, are an asset. They're a national asset. We should protect them. We should look after them. We should make sure that they're well kept. They're a source of pride. And I think retailers find it very easy to sign on to things like that."

Of course, it's also good for business.

In a November report, the Outdoor Recreation Roundtable, a trade association that supports the GAOA, says outdoor recreation drives $1.2 trillion in economic output and supports 5 million U.S. jobs each year. The group found that recreation on federal lands and waters adds $351 million to the U.S. economy every day — the same amount of economic juice that could come from hosting eight Super Bowls every month.

For retailers such as REI and VF Corp — whose brands include The North Face and Timberland — that means more customers coming to their stores to buy camping gear, helmets or hiking boots. If consumers visit a national park and like what they see, they may decide to make outdoor recreation a more regular hobby, which likely means spending money on gear associated with those hobbies. Conversely, if they visit a park and find it to be poorly maintained and unenjoyable, they may try something else during their next bout of free time, perhaps indoors.

More people visiting national parks "potentially enlarges the market size because there are more people doing outdoor activities," Saunders said. "They need equipment, even if it's basic stuff, like coats and backpacks."

The debate on how to fund the GAOA comes at a time when the overall wellness market is growing and becoming an important economic driver. More consumers are ultra-focused on their bodies, what they consume and how they spend their time. For many, that includes more time outdoors, either exercising or just spending time in nature for mental health reasons.

U.S. consumers' focus on wellness was a growing trend before the Covid-19 pandemic that accelerated during lockdown orders, fueling a surge in interest in outdoor activities, national parks and sales of sports and leisure goods.

While that interest is still there, and is now being buoyed by the Make America Healthy Again movement, sales for sports and leisure goods have slowed since the pandemic. That's largely because so many people stocked up on outdoor goods during that time and due to an overall slowdown in discretionary spending, Saunders said.

Between 2015 and 2022, the U.S. outdoor market grew each year for seven years but has since softened, shrinking 6% between 2022 and 2025, according to GlobalData.

Given how slow discretionary spending has been in recent years, fresh funding for the GAOA could prove to be an important sales driver for retailers, especially if it's coupled with marketing tied to revamped national parks and outdoor events around the nation's 250th birthday.

"They need it," Saunders said. "The market's been a little bit sluggish, so I think retailers see this as a nice boost at the right time."

, /PRNewswire/ -- DuPont (NYSE: DD) today announced that its Board of Directors has approved a reverse stock split of the Company's common stock, par value $0.01 per share, at a ratio of 1-for-3 as well as a reduction in the number of authorized shares of its common stock by a corresponding ratio (the "Reverse Stock Split").

The Reverse Stock Split was approved by stockholders at the Company's 2026 Annual Meeting of Stockholders held on May 21, 2026, and is expected to become effective at 12:01 a.m. Eastern Time on June 24, 2026. DuPont's common stock is expected to begin trading on a split-adjusted basis on the New York Stock Exchange on June 24, 2026 under the existing ticker symbol "DD" with a new CUSIP number of 26614N 201.

At the effective time of the Reverse Stock Split, every three issued and outstanding shares of DuPont common stock will be automatically combined into one share of common stock. In addition, the total number of shares of the Company's common stock authorized for issuance will be reduced from 1,666,666,667 to 555,555,556. If the Reverse Stock Split were implemented as of May 22, 2026, the total number of outstanding shares would be reduced proportionately from approximately 405,058,202 to approximately 135,019,401, subject to adjustment for fractional shares.

No fractional shares will be issued in connection with the Reverse Stock Split. Stockholders who would otherwise be entitled to receive fractional shares will receive a cash payment from Computershare Trust Company, N.A., the Company's transfer agent, in lieu thereof. Proportionate adjustments will be made to the number of shares underlying the Company's outstanding equity awards, including stock options and restricted stock units, and to the exercise or conversion prices of such instruments. Similar adjustments will be made to outstanding warrants and other convertible securities. 

The Reverse Stock Split will not affect any stockholder's proportionate ownership interest in the Company, except for adjustments resulting from the treatment of fractional shares. 

Stockholders holding shares in book-entry form or through a bank, broker, or other nominee will have their holdings automatically adjusted to reflect the Reverse Stock Split. Stockholders holding physical certificates will receive instructions from the Company's transfer agent regarding exchange procedures. 

The Company today also reaffirmed its second quarter and full year 2026 financial guidance for net sales, operating EBITDA and adjusted EPS, and intends to present its per share metrics, including earnings per share, on a split-adjusted basis when reported. Below represents our adjusted earnings per share guidance, giving effect to the Reverse Stock Split which results in a weighted average diluted share count for the second quarter and full year 2026 of approximately 137 million shares:

2Q'26E

Full Year 2026E

Adjusted EPS(1) – Prior Guidance

~$0.59

$2.35 - $2.40

Adjusted EPS(1) – Effect of Reverse Stock Split

~$1.75

$7.02 - $7.16

Adjusted Earnings Per Share is a non-GAAP measures and only reflects continuing operations. The Company has not provided forward-looking U.S. GAAP financial measures or a reconciliation of forward-looking non-GAAP financial measures to the most comparable U.S. GAAP financial measures on a forward-looking basis because the Company is unable to do so without unreasonable effort or expense, including due to the fact that the Company is unable to predict with reasonable certainty the ultimate outcome of certain future events. These events include, among others, the impact of portfolio changes, including asset sales, mergers, acquisitions, and divestitures; contingent liabilities related to litigation, environmental and indemnifications matters; impairments and discrete tax items. These items are uncertain, depend on various factors, and could have a material impact on U.S. GAAP results for the guidance period. The most directly comparable U.S. GAAP financial measure to Adjusted Earnings Per Share is Earnings Per Share. About DuPont
DuPont (NYSE: DD) is a global innovation leader, providing advanced solutions that help transform industries and improve everyday life across our key markets of healthcare, water, construction, and industrial. More information about the company, its businesses and solutions can be found at www.dupont.com. Investors can access information included on the Investor Relations section of the website at investors.dupont.com.

DuPont™ and all products, unless otherwise noted, denoted with ™, SM or ® are trademarks, service marks or registered trademarks of affiliates of DuPont de Nemours, Inc.

Cautionary Statement Regarding Forward-Looking Statements
This communication contains "forward-looking statements" within the meaning of the federal securities laws, including Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. In this context, forward-looking statements often address expected future business and financial performance and financial condition, and often contain words such as "expect," "anticipate," "intend," "plan," "believe," "seek," "see," "will," "would," "target, "outlook," "stabilization," "confident," "preliminary," "initial," and similar expressions and variations or negatives of these words. All statements, other than statements of historical fact, are forward-looking statements, including statements regarding outlook, expectations and guidance. Forward-looking statements address matters that are, to varying degrees, uncertain and subject to risks, uncertainties, and assumptions, many of which that are beyond DuPont's control, that could cause actual results to differ materially from those expressed in any forward-looking statements.  

Forward-looking statements are not guarantees of future results. You should not place undue reliance on forward-looking statements, which speak only as of the date they are made. DuPont assumes no obligation to publicly provide revisions or updates to any forward-looking statements whether as a result of new information, future developments or otherwise, should circumstances change, except as otherwise required by securities and other applicable laws.

SOURCE DuPont

This industrial titan doesn't fit the mold of a typical reverse stock split.

Covers 12 U.S. manufacturing facilities; advances company's 2035 climate goals WILMINGTON, Del., June 10, 2026 /PRNewswire/ -- DuPont (NYSE:DD) today announced that its U.S.-based healthcare manufacturing operations are now powered by 100 percent renewable electricity through the purchase of additional Renewable Energy Certificates (RECs).

DuPont's U.S. healthcare manufacturing sites now run on renewable electricity, advancing climate goals and lowering emissions.

April 29, 2026 10:10 ET  | Source: Edustaff

OSHKOSH, Wis., April 29, 2026 (GLOBE NEWSWIRE) -- The Oshkosh Area School District (OASD) has announced a new partnership with Edustaff, a leading provider of educational staffing services, to enhance the district's ability to recruit, place, and retain high-quality substitute teachers, paraprofessionals, and support staff across its schools. The collaboration is designed to ensure continuity of instruction and student support throughout the academic year.

Under the agreement, Edustaff will manage the full lifecycle of substitute and support staff recruitment — from sourcing and credentialing to scheduling and compliance — leveraging its proprietary technology platform and deep network of education professionals. This allows OASD administrators and principals to focus on their core mission of delivering an exceptional learning experience for students.

“Several factors were considered in this decision, most importantly our confidence in Edustaff’s ability to deliver the high level of service and support that both our district and our staff deserve. By partnering with Edustaff, we are focused on improving our overall substitute staffing process, while keeping our students and staff at the center of our work.”

— Sabrina Johnson, Executive Director of Human Resources, Oshkosh Area School District

Edustaff brings decades of experience partnering with school districts across the Midwest to address the persistent challenge of staff shortages. The company's approach combines personalized service, rigorous background screening, and ongoing professional development resources to help districts maintain instructional quality and a safe learning environment.

“Oshkosh Area School District is a tremendous example of a community that puts students first. We are honored to support their mission by providing dependable, thoroughly vetted staffing solutions that keep classrooms running smoothly and effectively. We look forward to a long, productive partnership built on shared values and a passion for education.”

— Derek Vogel, Chief Executive Officer, Edustaff

The partnership takes effect immediately, with Edustaff beginning onboarding operations in coordination with OASD's Human Resources department. Both organizations anticipate a seamless transition that minimizes disruption for current staff and school building teams.

About Oshkosh Area School District

The Oshkosh Area School District serves students in the City of Oshkosh and surrounding communities in Winnebago County, Wisconsin. OASD is committed to preparing every student for success in college, career, and community through rigorous academics, enriching extracurricular opportunities, and a supportive learning environment. For more information, visit www.oshkosh.k12.wi.us.

About Edustaff

Edustaff is a premier educational staffing company dedicated to connecting school districts with qualified substitute teachers, paraprofessionals, and support personnel. With a mission to support student achievement, Edustaff partners with districts across the country to deliver flexible, reliable, and compliant staffing solutions. For more information, visit www.edustaff.org.

Media Contact:
Public Relations Dept.
Edustaff, LLC
[email protected]
877-974-6338