Dow Inc Stock Price, News & Analysis

Dow Inc. (NYSE: DOW) has announced its participation in the Deutsche Bank Global Industrials & Materials Conference, where the company will engage in a fireside chat on Thursday, June 5 at 8:30 a.m. ET. The company is making the event accessible to investors through a live webcast on their website. For those unable to attend the live session, Dow will provide a replay of the webcast along with a transcript after the event concludes.

Dow (NYSE: DOW) has announced an agreement to sell its 50% stake in DowAksa Advanced Composites Holdings BV to joint venture partner Aksa Akrilik Kimya Sanayii A.Ş. for $125 million. The transaction reflects an enterprise value of approximately 10x the estimated 2025 operating EBITDA. The joint venture, established in 2012, is being divested as part of Dow's strategy to focus on core, high-value downstream businesses. The sale proceeds will support Dow's balanced capital allocation approach. The deal is expected to close in Q3 2025, subject to regulatory approvals and closing conditions. BNP Paribas served as Dow's exclusive financial advisor for this transaction.

Dow (NYSE: DOW) has completed the sale of its Telone™ soil fumigation product line to TriCal Soil Solutions for $121 million, representing approximately 10x 2024 Operating EBITDA. The transaction aligns with Dow's best-owner mindset strategy, enabling the company to concentrate on its core, high-value downstream markets. Marco ten Bruggencate, president of Dow's Industrial Intermediates & Infrastructure operating segment, stated that the divestiture will allow the Telone product line to benefit from focused investments in agricultural market segments under its new ownership.

Dow (NYSE: DOW) has completed the sale of a 40% equity stake in Diamond Infrastructure Solutions to Macquarie Asset Management for $2.4 billion in initial cash proceeds. Diamond Infrastructure Solutions, established by Dow in 2023, is a dedicated infrastructure company operating key assets across the U.S. Gulf Coast. Macquarie has an option to increase its stake to 49% within six months for an additional $600 million, potentially bringing total proceeds to $3 billion in 2025. Dow will maintain majority control to ensure operational safety and reliability. The strategic partnership aims to focus on operational efficiencies and new customer acquisition, with Diamond's profitable growth expected to benefit both companies' bottom lines. This transaction aligns with Dow's strategy to unlock value from non-product producing assets and enhance balance sheet effectiveness.

Dow (NYSE: DOW) reported first quarter 2025 results with net sales of $10.4 billion, down 3% year-over-year. The company posted a GAAP net loss of $290 million and operating earnings per share of $0.02, compared to $0.56 in the year-ago period.

Key financial metrics include:

• Volume increased 2% year-over-year
• Local price declined 3% across all segments
• Operating EBIT was $230 million, down $444 million year-over-year
• Cash from operations was $104 million, down $356 million

The company announced a comprehensive action plan targeting $6 billion in cash support, including:

• Delaying the Fort Saskatchewan Path2Zero project
• Expanding European asset review
• Creating Diamond Infrastructure Solutions partnership worth up to $3 billion
• Targeting $1 billion in cost savings by 2026
• Reducing 2025 CapEx by $1 billion

Dow (NYSE: DOW) held its 2025 Annual Meeting of Stockholders, where thirteen directors were elected to the Board for one-year terms. The Board declared a quarterly dividend of 70 cents per share, payable June 13, 2025, to shareholders of record on May 30, 2025, marking the company's 455th consecutive dividend since 1912.

Stockholders approved an advisory resolution on executive compensation and ratified Deloitte & Touche LLP as Dow's independent auditor for 2025. Richard K. Davis was re-elected as independent lead director for a one-year term, having served in this role since April 2021.

The Board maintains an average tenure of 7 years and combines both new and experienced directors with expertise in capital allocation, financial acumen, risk management, technology, marketing, and operational experience.

Dow (NYSE: DOW) and X-energy have submitted a construction permit application to the Nuclear Regulatory Commission for an advanced nuclear project in Seadrift, Texas. The project, developed through Dow's subsidiary Long Mott Energy , aims to provide Dow's UCC1 Seadrift Operations with clean power and industrial steam, replacing end-of-life assets.

The initiative is supported by the U.S. Department of Energy's Advanced Reactor Demonstration Program through cost-shared partnerships. The Xe-100 advanced small modular reactor (SMR) project could begin construction later this decade and start operations early next decade. The project has secured approximately $1.1 billion in private capital.

Once operational, the Long Mott Generating Station would be North America's first grid-scale advanced nuclear reactor serving an industrial site. The facility would eliminate most Scope 1 and 2 emissions at the Seadrift site, which manufactures over 4 billion pounds of materials annually across various applications.

Dow Chemical Company (NYSE: DOW) has announced the pricing terms for its previously announced tender offer to purchase certain debt securities from Dow Chemical, Rohm and Haas, and Union Carbide , with an aggregate purchase consideration of up to $1.0 billion.

The early participation date was March 10, 2025, with expected payment on March 13, 2025. Dow will accept all validly tendered 0.500% Notes Due 2027 and 7.850% Debentures Due 2029, plus $134,209,000 of the 7.375% Debentures Due 2029 using a proration factor of approximately 57.1%. Holders will receive the total consideration plus accrued interest for accepted securities.

Citigroup Global Markets Inc. and HSBC Securities (USA) Inc. are acting as joint lead dealer managers, with RBC Capital Markets, and TD Securities (USA) as co-dealer managers for the tender offer.

Dow (NYSE: DOW) has announced its participation in the J.P. Morgan Industrials Conference. The company will engage in a fireside chat scheduled for Thursday, March 13 at 8:15 a.m. ET.

Investors are invited to access the live webcast through Dow's website. For those unable to attend the live session, both a replay and transcript will be made available after the event.