CTVA
Corteva, Inc.Evidence as of 2026-09-02Moneyta sentiment
Where the published evidence leans after the desk debated it — not a rating or a recommendation.
−0.1 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.
The surviving evidence gives a mixed read (balance: Mixed, -0.1 of a possible +2; confidence high). Revenues in Q2 2026 (fiscal quarter ended 2026-07-24) were $ 6,379,000,000, down from $ 6,456,000,000 in Q2 2025 (fiscal quarter ended 2025-07-31). Net income in Q2 2026 was $ 1,161,000,000, versus $ 1,314,000,000 in Q2 2025, and diluted EPS fell to $ 1.73 from $ 1.92 year‑over‑year. Weighted‑average diluted shares declined from 683,100,000 in Q2 2025 to 669,800,000 in Q2 2026, with reported shares outstanding at 667,196,000 as of 2026-07-24.
The company reported higher R&D expense in Q2 2026 at $ 388,000,000 versus $ 375,000,000 a year earlier, and cash and cash equivalents rose to $ 2,365,000,000 as of 2026-06-30 from $ 2,065,000,000 as of 2025-06-30. Trailing‑twelve‑month free cash flow is large and negative at -11,394,000,000, and net cash from operating activities, TTM, is -10,920,000,000; FCF per share, TTM, is -17.011 while EPS, TTM, is 4.25. The security is included in the IVV ETF at a reported portfolio weight of 0.09% (membership time‑stamped 2026-09-02T13:45:47.228469+00:00). News coverage that survived the packet highlights activity around Vylor — the planned seed‑business spin‑off, a reported $ 1.1 billion senior note issuance by Vylor, a recent ~7.3% share decline cited in one piece, institutional purchases reported for the quarter, valuation pieces comparing CTVA to peers, and a GF Score of 77 noted in a data‑driven outlet.
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 in fiscal Q2 2026 (2026-04-01 to 2026-06-30, 3mo) were $6,379,000,000, down from $6,456,000,000 in fiscal Q2 2025 (2025-04-01 to 2025-06-30, 3mo).
XBRL companyfacts · 0001755672-26-000025Net income in fiscal Q2 2026 (2026-04-01 to 2026-06-30, 3mo) was $1,161,000,000, down from $1,314,000,000 in fiscal Q2 2025 (2025-04-01 to 2025-06-30, 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.
Nothing in this slice of the evidence rose to a claim — a quiet read, which itself is information.
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.
Reads 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.
As of 2026-09-02T13:45:47.228469+00:00 the security is included in the IVV ETF with a reported portfolio weight of 0.09% of the fund.
ETF constituents · market dataA 0.09% weight in a large-cap S&P 500 ETF indicates the position is present but represents a small fraction of that ETF's total assets, implying limited passive fund-level exposure from this single holding.
ETF constituents · market dataReads 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.
Several outlets report company-specific coverage about Vylor, Corteva’s seed-business subsidiary, including a story noting the planned spin-off and that Vylor has been a focal point as investors weigh the separation; that piece also notes a recent 7.3% share decline over several months.
News · simplywall.st · 2026-08-29A report states Vylor Inc., a Corteva subsidiary, raised $1.1 billion through a senior notes offering.
News · kalkinemedia.com · 2026-08-31Reads 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.
Free cash flow, trailing twelve months, is -11,394,000,000.0.
Valuation inputs · SEC XBRL + stored EOD closeNet cash provided by (used in) operating activities, trailing twelve months, is -10,920,000,000.0.
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.
Several company-specific signals in the provided evidence jointly support a favorable read: reported diluted shares outstanding meaningfully declined (fundamentals-3), indicating recent capital return or share-reduction activity that can amplify per-share metrics; cash and cash equivalents increased year-over-year (fundamentals-5), showing a stronger liquidity position at quarter-end; and corporate actions around the seed-business subsidiary Vylor — including a sizeable $1.1B senior note issuance (news-1) and repeated media focus on a planned spin-off (news-0) — suggest active capital-structure and strategic moves attracting investor attention (news-2). Trailing twelve-month EPS is positive (valuation-3), which, together with institutional purchases and inclusion in a large S&P 500 ETF (ownership-0, news-2), provides supporting context for constructive investor interest. Evidence strengths vary: the share-count and cash-balance items are directly reported SEC figures (strong), the Vylor financing and coverage are primary news items about corporate strategy (moderate-to-strong), while some macro valuation metrics like negative trailing FCF and operating cash flow are also present and materially weaken the picture (strong), so the supportive claims must be weighed against those sizeable negative cash-flow figures.
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.37
21 surviving claims rest on 9 distinct sources; the heaviest analyst carries 29% of them, and 100% of what the desk raised survived the debate.
The surviving read rests on a moderate set of sources (9) but many claims (21), so individual sources carry disproportionate weight — the single heaviest analyst accounts for nearly a third of surviving claims. Because everything the desk raised survived debate, there is low internal pushback recorded; that increases the possibility that shared assumptions or overlooked biases persist across the set.
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· 1 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−0.2 to the score
1 holdings record
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.0 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.
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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.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations.