CTVA
Corteva, Inc.Evidence as of 2026-09-29The desk's Snapshot
3 of 15 open to everyone · members see allRead the full desk report on CTVA
Seven analysts, the debate, the risk review, every claim cited. And the same for every name you hold.
Free plan, no credit card required. Silver opens the full report, $19.99 a month. AI-written · every claim cites a source · Insight, not advice.
Overview · Corteva, Inc.
Corteva, Inc. operates in the agriculture business. It operates through two segments, Seed and Crop Protection. The Seed segment develops and supplies advanced germplasm and traits that produce optimum yield for farms. It offers trait technologies that enhance resistance to weather, disease, insects, and herbicides used to control weeds, as well as food and nutritional characteristics. This segment also provides digi…
Management team
- Dr. Samuel R. Eathington · Executive VP & Chief Technology and Digital OfficerFind on LinkedIn
- Mr. Sid Gorham · CEO of Granular & President of Corteva Digital Business PlatformFind on LinkedIn
- Ms. Brook Cunningham · Senior VP & Chief Strategy OfficerFind on LinkedIn
- Ms. Audrey Grimm · Senior VP, Chief HR & Diversity OfficerFind on LinkedIn
Start free to see the full management team.
Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta sentiment
Where the published evidence leans after the desk debated it, not a rating or a recommendation.
−0.4 on a −2 to +2 scale.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled. The rest of the page is the evidence behind it.
What the evidence shows
The evidence balance is Mixed ( -0.4 ) with high confidence. Revenues rose from $ 4,905,000,000 in Q1 2026 (fiscal quarter ended 2026-04-29) to $ 6,379,000,000 in Q2 2026 (fiscal quarter ended 2026-07-24), while net income increased from $ 720,000,000 to $ 1,161,000,000 and diluted EPS moved from $ 1.07 to $ 1.73 over the same intervals. Point-in-time common shares outstanding fell modestly from 668,820,000 as of 2026-04-29 to 667,196,000 as of 2026-07-24, and weighted-average diluted shares declined from 673,600,000 to 669,800,000. Trailing twelve‑month free cash flow is negative $ 11,394,000,000 and trailing twelve‑month operating cash flow is negative $ 10,920,000,000 even as trailing twelve‑month EPS is $ 4.25 and the reported P/E at price $ 77.74 is 18.29; cash and cash equivalents were $ 2,365,000,000 as of 2026-06-30 versus an enterprise value of $ 49,502,817,040.
What the debate changed
Nothing was dropped or materially weakened in the debate; 100% of the desk’s claims survived and the evidence balance stayed Mixed ( -0.4 ). The back-and-forth did not remove any of the expanded risk disclosures in the Form 10‑K filed 12 February 2026 — including intensified regulatory and antitrust language, added risks tied to the Proposed Separation, and cautions about dependence on third‑party licenses — so those items remain part of the read. Ongoing disclosure activity (multiple Form 8‑Ks in September 2026) and recent headlines about settlements and financing tied to the separation also remained supported by the packet.
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else (no outside knowledge, no browsing), so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC (revenue, margins, income, debt and share count, quarter by quarter) and reports which way the trend is running.
Revenues grew from $4,905,000,000 in fiscal Q1 2026 (2026-01-01 to 2026-03-31, 3mo) to $6,379,000,000 in fiscal Q2 2026 (2026-04-01 to 2026-06-30, 3mo).
XBRL companyfacts · 0001755672-26-000010Net income increased from $720,000,000 in fiscal Q1 2026 (2026-01-01 to 2026-03-31, 3mo) to $1,161,000,000 in fiscal Q2 2026 (2026-04-01 to 2026-06-30, 3mo).
XBRL companyfacts · 0001755672-26-000025Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Which filings the desk reads
The desk reads the annual 10-K in full: its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet; its risk analysis fills in once that lands.
The Form 10-K filed 12 February 2026 includes expanded risk disclosures adding or materially rewording risks related to intensified regulatory and antitrust scrutiny, including reference to the FTC and state attorney general lawsuits and a U.S. executive order addressing alleged anti-competitive conduct in the food supply chain.
10-K filed 2026-02-12The Form 10-K filed 12 February 2026 adds language noting risks from the Proposed Separation (the announced plan to spin off Seed and Crop Protection businesses), including that the separation may not be completed on the contemplated timeline or at all and that the separated businesses may be more exposed to industry-specific risks.
10-K filed 2026-02-12Reads the signal panel above (momentum, volatility, drawdown, relative strength and beta) and ranks each against the whole research universe rather than judging it in isolation.
No computed signal history for this symbol yet — signals need roughly 70 trading days of price history.
Reads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
Institutional investors reported aggregate holdings valued at $49.31B in the 13F portfolio for the quarter ended 2026-06-30 (13F filings carry a 45-day reporting lag).
13F holdings · 1497 filers · as of 2026-06-30The largest reported institutional holders in that 13F snapshot included BlackRock, Inc. ($4.56B), VANGUARD CAPITAL MANAGEMENT LLC ($3.71B), Capital World Investors ($3.64B), FMR LLC ($3.48B), and STATE STREET CORP ($3.24B).
13F holdings · 1497 filers · as of 2026-06-30Reads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
News coverage reports that Corteva reached a settlement with the FTC and states in a lawsuit concerning pesticide loyalty programs (headline published 28 September 2026).
News · finance.yahoo.com · 2026-09-28Corteva and Inari announced they reached a confidential settlement resolving the lawsuit filed by Corteva in September 2023 (headline published 28 September 2026).
News · prnewswire.com · 2026-09-28Reads parsed Forms 3/4/5: who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
No insider transactions on file in the trailing 180 days.
Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
Trailing twelve‑month free cash flow (FCF) is negative $11,394,000,000, and FCF per share is negative $17.011, which makes price/FCF not meaningful from the provided data.
Valuation inputs · SEC XBRL + stored EOD closeTrailing twelve‑month net cash provided by (used in) operating activities is negative $10,920,000,000, indicating operating cash outflow over the last twelve months.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score. The argument is shown, not hidden, so you can judge the reasoning yourself.
The set of fundamental filings show multi-quarter operational improvement with revenues, net income and diluted EPS all rising materially between fiscal Q1 and Q2 2026, and a modest decline in diluted shares outstanding suggesting some shareholder accretion — these points are sourced to the company filings and are therefore strong evidence of recent positive reported results. Institutional 13F holdings and large positions by BlackRock, Vanguard and others provide robust third‑party ownership validation that market participants maintain sizeable exposure. While trailing twelve‑month free cash flow and operating cash flow are strongly negative in the valuation dataset (a strong data point), other valuation signals — reported trailing EPS of $4.25 and a P/E of 18.29, plus DDA materially exceeding cash capex — indicate the negative FCF may reflect timing, non‑cash charges and capital allocation choices rather than a contemporaneous earnings shortfall (these are moderate‑strength, internally consistent data points). Several news and filing items document progress on separation-related filings and third‑party financing actions (SEC filing effectiveness, financings, and confidential settlements) which, taken together with the reported quarter‑to‑quarter operational improvement, strengthen a favorable read; however, the 10‑K risk expansions and the negative FCF metrics are strong counterpoints that warrant attention.
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.33
28 surviving claims rest on 13 distinct sources; the heaviest analyst carries 21% of them, and 100% of what the desk raised survived the debate.
The surviving set rests on a modestly diverse base of 13 sources, which gives the read some corroboration; however, one analyst accounts for about a fifth of the surviving claims and that concentration raises sensitivity to that analyst’s inputs. The fact that 100% of the desk’s items survived the debate suggests the group retained all initial assertions rather than pruning weaker ones, so treat the compilation as informative but not heavily stress‑tested.
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment. When the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here (no outside knowledge, no browsing), and each card shows who read it and what it contributed to the score.
14 filings· 3 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data, not retyped or estimated.
Read by Mercer+0.8 to the score
11 documents· 3 cited
SEC filing documents
The filings themselves, including the year-over-year comparison of Item 1A risk factors.
Read by Oakes−0.7 to the score
3 holdings records· 1 cited
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.4 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only; it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal; the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
The full terminal on CTVA Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
Get this for the names you actually hold
Every name in your portfolio, researched the same way, plus the one thing no sample can show: how each one sits inside what you already own.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations.