Corteva (CTVA) Declined Following the Report of Business Split

Aristotle Capital Management, LLC, an investment management company, released its “Value Equity Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The US equity market continued its rally in the third quarter, with the S&P 500 Index rising 8.12% during the quarter. Bonds also finished higher in the quarter, with the Bloomberg U.S. Aggregate Bond Index increasing 2.03%. The composite returned 4.33% gross of fees (3.82% net of fees) in the third quarter, compared to a 5.33% return of the Russell 1000 Value Index and an 8.12% return of the S&P 500 Index. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2025.

In its third-quarter 2025 investor letter, Aristotle Capital Value Equity Strategy highlighted stocks such as Corteva, Inc. (NYSE:CTVA). Corteva, Inc. (NYSE:CTVA) is an agriculture company that operates in Seed and Crop Protection segments. The one-month return of Corteva, Inc. (NYSE:CTVA) was -12.38%, and its shares gained 5.02% of their value over the last 52 weeks. On October 15, 2025, Corteva, Inc. (NYSE:CTVA) stock closed at $61.91 per share, with a market capitalization of $42.043 billion.

Aristotle Capital Value Equity Strategy stated the following regarding Corteva, Inc. (NYSE:CTVA) in its third quarter 2025 investor letter:

“Corteva, Inc. (NYSE:CTVA), the seed and crop protection company, was the largest detractor. Shares declined in September following confirmed reports that the company will separate its seed and crop protection businesses. While management believes the split will sharpen strategic focus, the market’s initial reaction was negative. We are carefully evaluating how modest dis-synergies may be balanced against potential benefits. Importantly, through August, Corteva had been one of the portfolio’s strongest contributors on the back of continued share gains in seeds and steady performance in crop protection. The company’s Enlist E3 platform has already captured more than 60% of U.S. soybean acres in less than two years, with adoption also expanding in corn. As with any major structural change, we will carefully evaluate the two new businesses within our QVC framework to determine whether they remain compelling investments for the portfolio.”

Analyst on Corteva (CTVA): ‘There’s a Breakout Happening’

Corteva, Inc. (NYSE:CTVA) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 52 hedge fund portfolios held Corteva, Inc. (NYSE:CTVA) at the end of the second quarter, up from 42 in the previous quarter.  While we acknowledge the risk and potential of Corteva, Inc. (NYSE:CTVA) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Corteva, Inc. (NYSE:CTVA) and that has 10,000% upside potential, check out our report about this cheapest AI stock.

In another article, we covered Corteva, Inc. (NYSE:CTVA) and shared the list of best food dividend stocks, according to analysts. In addition, please check out our hedge fund investor letters Q3 2025 page for more investor letters from hedge funds and other leading investors.

READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money.

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