DOW INC.
boothcheck covers DOW INC. (DOW) but does not put one priced-in number on it: here the defensible answer is the evidence rather than a point estimate. boothcheck publishes no house fair value, target price, or buy/sell rating. Narrative composed July 25, 2026.
• This is an industry trough rather than a company failure, and the annual report says so in one line: ⟦Local price decreased across all operating segments and geographic regions driven by industry supply and demand dynamics and lower global energy and feedstock costs.⟧ • The payout has been halved, with $0.35 declared per share in the March 2026 quarter against $0.70 a year earlier, which is management choosing the balance sheet over the cheque. • Watch the joint ventures rather than the plants
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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.
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.
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.
DOW's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next 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.
DOW's latest 8-K filings: 2026-07-23 (items 2.02, 9.01); 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).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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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.