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DOW

Dow Inc.

At today's price, Dow Inc. (DOW) is priced for +6.1% growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.

Live priced in
+6.1% growth
Priced In
within-range

Key Takeaways

Dow is a commodity-chemicals maker in a deep down-cycle, with trailing operating income negative as a global oversupply pressures prices. The trajectory is turning, though: free cash flow swung from negative $581 million a year ago to positive $621 million in the first quarter on cost savings and working-capital discipline. Management has acted on the weakness, cutting the dividend 50% to $1.40 a year, eliminating 4,500 roles, shutting European assets, and delaying its Path2Zero project, while

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Institutional ownership

1,269 institutional managers reported holding DOW in 13F filings for the quarter ended 2026-03-31. Together they hold about 71% of the company; the top 10 hold 37%. 282 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 30.7M shares were sold short as of the 2026-06-15 count, about 4% of shares outstanding (2.6 days of typical volume to cover).

Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.

Capital returns

DOW has cut its share count 3.5% over the past five years, spending $4.24B on repurchases. It pays a dividend, and has paid one every year in our records (8 and counting); the current rate is $2.10 a share annually. Cash returned over the past three years: $4.69B in dividends and $744.00M in repurchases.

Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.

Insider activity

Open-market insider buys at DOW over the trailing three years: 2023: 1 buy totaling $255k; 2024: 4 buys totaling $1.61M; 2025: 1 buy totaling $26k. 25 officers and directors are on file.

Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.

Earnings reactions

DOW's recent reports: the day-one move, then what the following quarter actually did.

reportday onenext quarter
2023-07-27+2.2%-7.3%
2023-10-26-2.5%+15.0%
2024-02-01-0.9%+11.8%
2024-04-27+0.5%-7.4%

Day-one is the close-to-close move around the filing. Nothing here is investment advice.

Recent filings

DOW's latest 8-K filings: 2026-07-10 (items 8.01, 9.01); 2026-04-23 (items 2.02, 9.01); 2026-04-14 (items 5.02, 5.07, 7.01, 8.01, 9.01); 2026-02-02 (items 8.01, 9.01); 2026-01-29 (items 2.02, 9.01).

Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.

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Last analyzed: June 27, 2026

For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.