Corteva Inc (CTVA)

In August 2025, Corteva raised its annual adjusted profit and sales forecast following a strong first-half performance, leading to a 6% increase in its shares. In October 2025, the announcement of Corteva's plan to separate its seed and crop protection businesses led to a downgrade by Citi and an approximate 9% drop in shares. S&P Global also placed Corteva's ratings on CreditWatch with negative implications. In November 2025, Corteva reported a larger-than-expected loss for Q3 2025 and cut its full-year sales outlook, but reaffirmed its full-year 2025 guidance for operating EBITDA and EPS. As of January 2026, BofA Securities adjusted Corteva's price target to $82 from $80, maintaining a Buy rating, and analysts generally hold a "Moderate Buy" consensus rating for Corteva.

Demand for Corteva's products and services is inherently seasonal, closely linked to agricultural planting and harvesting cycles. Seed sales are influenced by planting seasons, and demand for crop protection chemicals can be affected by environmental factors. Corteva's strategy involves tailoring its seed brands to specific geographies and market demands. The company's business is supported by a stable global demand for grain and oilseeds, and its focus on new products and biologicals helps drive demand.

Corteva, Inc. is an American agricultural technology company specializing in seed and crop protection products, including herbicides, insecticides, fungicides, biologicals, and seed treatments. Its major seed brands include Pioneer, Brevant, Nutech, Power Plus, Hoegemeyer, Dairyland Seed, Seed Consultants, AgVenture, and Alforex. Established in March 2018 as a subsidiary of DowDuPont, it became an independent public company in June 2019. In October 2025, Corteva announced plans to separate into two independent publicly traded companies by the second half of 2026: "New Corteva," focusing on crop protection, and "SpinCo," dedicated to the seed business.

Corteva has a significant global presence, operating in over 110 countries across North America, Latin America, Europe/Middle East/Africa (EMEA), and Asia/Pacific. As of the end of 2024, the company maintained 96 production sites worldwide. North America and Latin America are key markets, with North America holding a leading position in corn and soybean seed markets.

Corteva maintains a strong brand reputation as a global leader in agricultural inputs, emphasizing its dedication to "climate-positive farming" solutions and continuous innovation. Corteva partnered with BP to develop a low-carbon bio-feedstock for aviation biofuel in November 2024. The company also entered a joint venture with Hexagon Bio in December 2025 and launched new products like Goltrevo bioinsecticide and Varpelgo active crop protection solutions in November 2025. No specific events negatively impacting Corteva's brand reputation were identified within the past year.

Institutional shareholders largely control Corteva, holding approximately 87% of the company's shares as of July 2025. Individual investors own about 13% of the company, while insiders hold less than 1%. The Vanguard Group, Inc. is the largest shareholder, followed by BlackRock, Inc., State Street Corp, and Capital Research and Management Company. Other significant institutional investors include FMR Llc, Capital World Investors, Aristotle Capital Management, LLC, Geode Capital Management, Llc, and Franklin Resources Inc.