BusinessJun 28, 2026
Wall Street Turns to Farming as Regenerative Policies Spur Growth
Agri Investing
Rhea Lobo
Discover
American farming is having its moment in the sun — and on Wall Street. A convergence of White House policy, volatile commodity markets, and looming climate disruption is pulling Wall Street’s attention to the agricultural sector. Investors who know where to look could reap fertile returns.
Planting the seeds: The Trump administration recently signed an executive order on regenerative agriculture, directing the USDA to expand funding for its Regenerative Pilot Program and build new public-private partnerships. It also instructs the EPA to fast-track approvals for alternatives to older pesticides while committing more than $1B to farm modernization, channeling fresh capital toward seed, crop-protection, and precision agriculture companies.
The administration is also directing the EPA to review pre-harvest desiccation labels and speed up research on cumulative chemical exposure, potentially reshaping crop-protection regulations. Oppenheimer’s Kristen Owen calls Corteva her top 2026 pick, with an $89 price target versus about $79 today. Corteva’s planned split of its seed business (Vylor) from crop protection could also unlock valuation upside, as seed businesses typically trade at higher multiples. Beyond crop protection, analysts see opportunities across agricultural equipment and precision farming:
Weather premium: The growing risk of a Super El Niño, with a 63% chance by 2027 according to the US Climate Prediction Center, adds another tailwind. RBC analysts say lower yields could boost demand for premium seeds and crop-protection chemicals, while nitrogen fertilizer producers like CF Industries and Nutrien could benefit if supplies tighten. Grain markets also remain on edge ahead of next week’s key USDA acreage and grain stocks reports.
