Corteva (CTVA) Fell Following Split Proposal

Hardman Johnston Global Advisors, an investment management company, 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 in 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. In addition, please check the fund’s top five holdings to know its best 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 agriculture company that operates in the Seed and Crop Protection segments. The one-month return of Corteva, Inc. (NYSE:CTVA) was 1.35%, and its shares gained 19.24% of their value over the last 52 weeks. On December 26, 2025, Corteva, Inc. (NYSE:CTVA) stock closed at $67.44 per share, with a market capitalization of $45.799 billion.

Hardman Johnston Global Equity Strategy stated the following regarding Corteva, Inc. (NYSE:CTVA) in its third quarter 2025 investor letter:

"The top individual detractors from relative performance were Atlassian Corp., Infineon Technologies AG, and Corteva, Inc. (NYSE:CTVA). We saw Corteva Inc. shares decline following reports that the company plans to separate into two businesses, Seeds and Crop Protection Chemicals. With shares already trading at a premium, investors questioned the potential for additional value creation. Management emphasized that the businesses have distinct growth profiles, technologies, and capital needs that could be better pursued independently. We had already been trimming our position due to ongoing headwinds, including increased regulatory scrutiny and challenging comparisons next year after record-high 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 acknowledge the potential of Corteva, Inc. (NYSE:CTVA) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

In another article, we covered Corteva, Inc. (NYSE:CTVA) and shared Aristotle Capital Value Equity Strategy's views on the company. In addition, please check out our hedge fund investor letters Q3 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.