Corteva (CTVA) Falls Following Split Proposal

Hardman Johnston Global Advisors, an investment management firm, has released its “Hardman Johnston Global Equity Strategy” investor letter for the third quarter of 2025. A copy of the letter can be downloaded here. The portfolio underperformed during the quarter due to stock selection. The composite returned 5.02%, net of fees, compared to 7.62% for the MSCI AC World Net Index. Additionally, please see the fund’s top five holdings for its top picks in 2025.

In its third quarter 2025 investor letter, Hardman Johnston Global Equity Strategy highlighted stocks such as Corteva, Inc. (NYSE:CTVA). Corteva, Inc. (NYSE: CTVA) is an agricultural company that operates in the seed and crop protection segments. Corteva, Inc. (NYSE:CTVA)’s one-month return was 1.35% and its shares have gained 19.24% of their value over the past 52 weeks. On December 26, 2025, Corteva, Inc. (NYSE: CTVA) stock closed at $67.44 per share, with a market cap of $45.799 billion.

Hardman Johnston Global Equity Strategy stated the following regarding Corteva, Inc. (NYSE: CTVA) in its Q3 2025 Investor Letter:

“The main detractors from relative performance were Atlassian Corp., Infineon Technologies AG and Corteva, Inc. (NYSE:CTVA). We saw shares of Corteva Inc. fall following reports that the company was considering splitting into two businesses, seeds and crop protection chemicals. With shares already trading at a premium, investors have questioned the potential for additional value creation. Management emphasized that the companies have distinct growth profiles, technologies and capital needs that could be better pursued independently. We had already reduced our position due to continued headwinds, including increased regulatory scrutiny and difficult comparisons next year after record U.S. corn acreage.

Corteva, Inc. (NYSE: CTVA) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 57 hedge fund portfolios held Corteva, Inc. (NYSE:CTVA) at the end of the third quarter, up from 52 in the previous quarter. While we recognize Corteva, Inc. (NYSE:CTVA)’s potential as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for a hugely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the reshoring trend, check out our free report on the best AI stock in the short term.

In another articlewe covered Corteva, Inc. (NYSE: CTVA) and shared Aristotle Capital Value Equity Strategy’s view on the company. Additionally, please see our Letters to Hedge Fund Investors Q3 2025 page for more investor letters from hedge funds and other top investors.