Corteva (CTVA)

• Market cap: $40.8B
• 1 day: 0.91%
• 5 days: 3.72%
• 1 month: -2.99%
• 3 months: -4.14%
• 6 months: 1.34%
• Year to date: 6.03%
• 1 year: 11.60%
• 5 years: 134.18%
• 10 years: 106.00%
• Sector: Materials
• Industry: Agricultural Inputs

About: Corteva is an agricultural inputs pure play that was formed in 2019 when it was spun off from DowDuPont. The company is a leader in the development of new seed and crop protection products. Seeds generate the majority of profits with the remainder coming from crop protection products. Corteva operates globally, but around half of revenue comes from North America.

Employees: 22,000

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

104% more first-time investments, than exits

New positions opened: 165 | Existing positions closed: 81

37% more call options, than puts

Call options by funds: $77.6M | Put options by funds: $56.8M

5% more funds holding

Funds holding: 1,208 [Q3] → 1,266 (+58) [Q4]

2.96% more ownership

Funds ownership: 82.92% [Q3] → 85.88% (+2.96%) [Q4]

3% more repeat investments, than reductions

Existing positions increased: 438 | Existing positions reduced: 425

0% more capital invested

Capital invested by funds: $33.7B [Q3] → $33.8B (+$89.7M) [Q4]

20% less funds holding in top 10

Funds holding in top 10: 15 [Q3] → 12 (-3) [Q4]

Research analyst outlook

10 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $64 7% upside
• Avg. target: $71 19% upside
• High target: $74 24% upside

10 analyst ratings

• positive: 9 90%
• neutral: 1 10%
• negative: 0 0%

Keybanc Bradley Thomas 48% 1-year accuracy 10 / 21 met price target	19% upside $71	Overweight Maintained	14 Apr 2025
Argus Research Bill Selesky 60% 1-year accuracy 6 / 10 met price target	16% upside $69	Buy Upgraded	31 Mar 2025
Goldman Sachs Duffy Fischer 40% 1-year accuracy 8 / 20 met price target	19% upside $71	Buy Initiated	13 Mar 2025
B of A Securities Steve Byrne 50% 1-year accuracy 13 / 26 met price target	22% upside $73	Buy Maintained	11 Feb 2025
RBC Capital Arun Viswanathan 8% 1-year accuracy 5 / 63 met price target	22% upside $73	Outperform Maintained	7 Feb 2025