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TSE:NTR
Nutrien Ltd. (NTR.TO)
Financials 
Technical Analysis 
Aug 31, 2026, 12:00 amThis summary was created by AI, based on 23 opinions in the last 12 months.
Experts generally have a favorable outlook on Nutrien Ltd. (NTR-T), citing its strong market position in the fertilizer sector and robust dividend growth, which gives it stability amidst volatility. The company's long-term growth is underpinned by the essential demand for fertilizers, especially as global populations increase. Recent geopolitical tensions have impacted fertilizer pricing, creating both opportunities and challenges for Nutrien, but many analysts see the stock as a solid long-term investment, especially when it dips into the $80s. The consensus suggests that while the stock isn't overly cheap, it presents a reasonable entry point for long-term investors who prioritize quality and potential for appreciation in a cyclical industry. Overall, Nutrien is positioned to benefit from improving farmer balance sheets and lower natural gas prices, making it a compelling option for investors looking for exposure to the agricultural sector.
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Both are ones you could own, but which one now? BIP.UN has robust, organic growth, inflation-linked cashflows, just announced an acquisition that looks accretive. BIP.UN is one of the 10 stocks in Canada that you need to own; it's at levels that are being ignored, so you could buy right now.
NTR doesn't have the same growth rate, it actually looks negative. NTR will be a buy at some point, but you can wait for lower levels.
Fertilizer is a cyclical business, and in the past few weeks prices have dropped dramatically, with the drop being blamed on recession fears but also on farmers' budgets, which are being squeezed on all sides.
This has resulted in a couple of broker downgrades on the stock, and some panicked selling.
At 7X earnings the stock reflects at least some of this concern.
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Premium contentOur PAST TOP PICK with NTR has triggered its stop at $95. To remain disciplined, we recommend covering the position at this time. This will result in a net investment loss of 12%, when combined with the previous buy recommendation.
High volatility stock in the near term.
Conflict in Europe creating price uncertainty.
Expecting growth in company for the long term.
Will continue to hold shares.
Stan WongPremium contentWe reiterate NTR, the largest fertilizer producer in the world, as a TOP PICK. Global agriculture demand growth will aid this company. Recent reported earnings support a 31% ROE and the company trades at 8x earnings and 1.5x book value. We like that it is growing cash reserves while buying back shares. We recommend trailing up the stop (from $90) to $95, looking to achieve $129 — upside potential of 18%. Yield 1.7%
(Analysts’ price target is $128.96)
It has traded as high as $140 and is good to buy at today's price. However use caution if it goes below $94 or $93. The summer is a better time since during the growing season more fertilizer is needed. There are concerns around the order levels because prices are up but it should be fine.
David BurrowsOwns shares in the company.
Likes prospects for the company.
Expecting strong agriculture business.
Potash and other business lines very strong.
Conflict in Ukraine has increased demand for business.
Christine PoolePremium contentNTR is the largest fertilizer producer in the world. Recent earnings missed some targets, but overall fundamentals tick the boxes for us. The company is prudently scaling back plans that would have seen a 40% boost in potash production. It trades at under 2x book, less than 10x earnings, and supports a 31% ROE. Its dividend is backed by a payout ratio under 15% of cash flow. We recommend a stop-loss at $90, looking to achieve $130 -- upside potential of 21%. Yield 2.4%
(Analysts’ price target is $129.91)Commodity prices have come off, like wheat and fertilizer. It pays a 2% dividend. He wants to see where commodity prices go before making a decision. The change in the C-suite haven't really effected the stock and is not a concern.
Stan Wong
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Stockchase Research Editor: Michael O'Reilly
NTR is a world leader in the production and distribution of crop nutrients. Strong agricultural demand and lower natural gas prices are benefitting the bottom line. The company trades at 8x earnings, 1.4x book and boasts a 31% ROE. Cash reserves are growing while stock is aggressively bought back and debt is retired. Its dividend is backed by a payout ratio under 20% of cash flow. We recommend placing a stop-loss at $80.00, looking to achieve $126.00 -- upside potential of 26%. Yield 2.5%
(Analysts’ price target is $126.00)