Key Takeaways
- FMC (+18.50%) and CF Industries (+17.00%) led the week among all Agriculture stocks, driven by the ongoing fertilizer price surge tied to Middle East supply disruptions.
- ADM (+9.04%) and Bunge (+8.82%) posted strong advances in agribusiness.
- Edible Garden cratered -43.65% in the week's most dramatic move.
- UPL (-6.26%), Local Bounti (-6.84%), and Hydrofarm Holdings (-7.91%) also declined.
- Farmland Partners (-0.64%) and Lindsay Corp (-0.41%) were largely flat.
- Machinery names showed tentative signs of recovery, with CNH Industrial (+4.18%) and AGCO (+3.91%) reversing recent weakness.
Agriculture Stocks: Weekly Performance Overview (March 23 – 27, 2026)
| Company | Exchange (Ticker) | Opening Price | Closing Price | Weekly Change | Key Company Latest News |
|---|---|---|---|---|---|
| John Deere | NYSE (DE) | $575.00 | $566.64 | -1.45% | John Deere Partners with Tarter USA to Manufacture New Frontier Flex Wing Rotary Cutters |
| Corteva | NYSE (CTVA) | $78.86 | $81.99 | +3.97% | — |
| FMC | NYSE (FMC) | $13.30 | $15.76 | +18.50% | — |
| UPL | NSE/BSE (UPL) | ₹617.25 | ₹578.60 | -6.26% | — |
| Nutrien Corp | NYSE/TSX (NTR) | CAD 100.90 | CAD 105.04 | +4.10% | Nutrien Reports Q4 2025 Results, Portfolio Actions, and 2026 Guidance |
| CNH Industrial | NYSE (CNHI) | $10.29 | $10.72 | +4.18% | — |
| Bayer AG | ETR (BAYN) | EUR 37.42 | EUR 38.26 | +2.26% | Bayer Crop Science Canada Launches Advancing Better Canola Initiative to Support Canadian Farmers |
| AGCO Corporation | NYSE (AGCO) | $109.26 | $113.53 | +3.91% | — |
| Kubota Corp | TYO (6326) | JPY 2532 | JPY 2472 | -2.35% | — |
| Edible Garden | NASDAQ (EDBL) | $1.81 | $1.02 | -43.65% | Edible Garden Partners with Steadfast City to Develop Midwest RTD Production Platform |
| ADM | NYSE (ADM) | $66.24 | $72.23 | +9.04% | — |
| The Mosaic Company | NYSE (MOS) | $23.38 | $25.00 | +6.93% | — |
| CF Industries | NYSE (CF) | $116.62 | $136.45 | +17.00% | — |
| DuPont de Nemours Inc. | NYSE (DD) | $43.14 | $45.26 | +4.91% | — |
| Farmland Partners Inc. | NYSE (FPI) | $10.95 | $10.88 | -0.64% | — |
| Lindsay Corp | NYSE (LNN) | $118.21 | $117.72 | -0.41% | — |
| Local Bounti | NYSE (LOCL) | $1.17 | $1.09 | -6.84% | Local Bounti Reports 27% Revenue Growth in 2025, Secures $15M Investment |
| Bunge Global SA | NYSE (BG) | $118.29 | $128.72 | +8.82% | — |
| HydroFarm Holdings | NASDAQ (HYFM) | $1.10 | $1.01 | -7.91% | Hydrofarm Holdings Group Publishes Financial's For Q4 2025 |
Agriculture stocks had another broadly positive week during March 23–27, 2026. The fertilizer segment again led gains as supply concerns tied to the Middle East conflict continued to weigh on global markets, while most machinery stocks showed signs of stabilisation after several weeks of pressure.
Fertilizers Extend Rally Amid Ongoing Supply Concerns
Fertilizer stocks extended their gains from the prior week, continuing to track developments in the Middle East. Urea prices have risen sharply in recent weeks — up over 5% broadly, and by as much as 30% in some markets — as hostilities in the region have disrupted shipping through the Strait of Hormuz. The waterway is a significant transit point for agricultural inputs, handling an estimated 30% of global urea trade and 44% of sulphur shipments used in phosphate production. European natural gas prices have also moved higher, adding to input costs for nitrogen fertilizer producers, given that natural gas is a primary feedstock in that process.
The timing matters for the agricultural calendar: spring planting in the Northern Hemisphere typically drives a seasonal uptick in fertilizer demand, and farmers securing inputs amid rising prices have added further upward pressure to spot markets. Some producers are said to be hesitating to buy at current levels, though others have moved quickly to lock in supply.
