Dow Inc Stock Price, News & Analysis

Dow (NYSE: DOW) reported 3Q25 results: net sales $9.97B (down 8% YoY, down 1% sequentially) and GAAP net income $124M. Operating EBIT was $180M, down $461M YoY but up $201M sequentially. Operating EPS was a $0.19 loss (GAAP EPS $0.08). Volume fell 1% YoY and rose 1% sequentially after U.S. Gulf Coast asset start-ups. Cash from operations was $1.13B, up $330M YoY and sequentially up $1.6B. The company said it remains on track for >$6.5B in near-term cash support, with over half achieved, and returned $249M in dividends.

Dow (NYSE: DOW) declared a quarterly dividend of $0.35 per share, payable December 12, 2025 to shareholders of record on November 28, 2025.

This payment represents the company’s 457th consecutive dividend distributed by the company or its affiliates since 1912, reflecting a long track record of shareholder distributions.

Dow (NYSE:DOW) announced its participation in the 13th Annual Morgan Stanley Laguna Conference. The company will engage in a fireside chat on Thursday, September 11 at 1:45 p.m. ET. Investors can access the live webcast through Dow's website, with a replay and transcript available after the event.

Dow (NYSE: DOW) has launched DOWSIL™ EG-4175 Silicone Gel, an advanced protective solution for next-generation insulated gate bipolar transistor (IGBT) modules. The innovative material can withstand temperatures up to 180°C and is designed for high-voltage power electronics in electric vehicles and renewable energy applications.

The new silicone gel features self-healing properties, vibration absorption, and self-priming adhesion. It supports the industry trend toward higher power densities, particularly in EVs transitioning from 400V to 800V systems, and increasing power densities in photovoltaic panels and wind turbine inverters.

DOWSIL™ EG-4175 joins Dow's existing DOWSIL™ EA-7158 Adhesive as part of their complete IGBT module solution, with both products available globally.

Dow (NYSE:DOW) and Gruppo Fiori have developed a groundbreaking process for recycling polyurethane foam from end-of-life vehicles without requiring disassembly. The innovation addresses a significant sustainability challenge, as a typical car contains about 28 kg of polyurethane, with 10-15 kg in seats alone.

The breakthrough process enables the recovery of pure polyurethane waste suitable for depolymerization (chemical recycling), creating a pathway toward closed-loop circularity in the automotive industry. This development builds on the companies' 2024 memorandum of understanding and aims to help OEMs meet sustainability goals and upcoming mandatory recycled content requirements from End of Life Vehicle Regulation (ELVR).

Macquarie Infrastructure Partners VI (MIP VI) has exercised its option to acquire an additional 9% equity stake in Diamond Infrastructure Solutions, increasing its total ownership to 49%. Diamond Infrastructure Solutions operates select U.S. Gulf Coast infrastructure assets from Dow Inc. (NYSE: DOW) across five locations in Texas and Louisiana.

The transaction will generate total cash proceeds of approximately $3.0 billion for Dow, including $2.4 billion from the initial 40% equity stake. Diamond Infrastructure Solutions has already attracted several new unaffiliated customers since the joint venture's establishment four months ago, positioning itself as North America's premier chemical park operator.

Dow (NYSE:DOW) has received an additional $540 million from Macquarie Asset Management's increased equity stake in Diamond Infrastructure Solutions, which grew from 40% to 49%. The transaction brings total proceeds to approximately $3 billion.

Diamond Infrastructure Solutions, a dedicated infrastructure company operating across the U.S. Gulf Coast, will continue under Dow's operational control while serving over 70 customers across energy, environment, infrastructure, and pipeline sectors. Recent developments include partnerships with Again for CO₂ transformation and Third Pillar Solar for potential 500MW floating solar deployment.

Dow (NYSE: DOW) has announced a significant dividend adjustment, reducing its quarterly dividend by 50% to 35 cents per share. The decision comes in response to a prolonged industry downturn and challenging macroeconomic conditions.

CEO Jim Fitterling emphasized that this adjustment aims to enhance financial flexibility while maintaining a competitive dividend policy. The company's capital allocation strategy remains focused on prioritizing high-return opportunities and delivering long-term shareholder value. The dividend will be paid on September 12, 2025, to shareholders of record as of August 29, 2025, marking the company's 456th consecutive dividend payment since 1912.

Dow (NYSE:DOW) reported challenging second quarter 2025 results, with net sales of $10.1 billion, down 7% year-over-year. The company posted a GAAP net loss of $801 million and operating loss per share of $0.42, compared to earnings of $0.68 in 2Q24.

Key performance indicators showed broad weakness: volume decreased 1% year-over-year, local price declined 7%, and operating EBIT was a loss of $21 million, down $840 million from the previous year. Cash flow from operations was negative $470 million.

In response to the challenging environment, Dow announced aggressive actions targeting over $6 billion in improvements by 2026, including portfolio optimization, particularly in Europe, and a dividend adjustment to maintain financial flexibility. The company has also completed several growth projects, including the Poly-7 polyethylene asset startup in the U.S. Gulf Coast.