Nutrien Ltd. (NTR.TO) Buy, Sell or Hold

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Nutrien Ltd. (NTR.TO)

89.35

+2.36 (2.71%)

as of Jun 30, 2026, 8:00:00 pm Market Open.

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Investor Insights

Jun 30, 2026, 12:00 am

This summary was created by AI, based on 24 opinions in the last 12 months.

Nutrien Ltd. (NTR) is viewed favorably by several experts, highlighting its stability and potential for growth amid fluctuating fertilizer prices primarily affected by geopolitical events. The company's strong capital allocation strategy, improvement in farmer balance sheets, and consistent dividend payments are seen as attractive aspects. Despite facing some volatility due to its commodity nature, many analysts believe that Nutrien is positioned well for the long term, particularly with earnings expected to grow and a competitive edge in the agriculture sector. There is also a sense of optimism regarding its valuation, with some analysts suggesting that the stock is entering a new upward trend following a period of stagnation. While there are concerns about potential overvaluation in the near term, overall sentiment remains positive, with suggestions to buy during dips.

Consensus

Buy

Valuation

Fair Value

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK

Stockchase Research Editor: Michael O’Reilly

We 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)

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PAST TOP PICK

(A Top Pick Dec 19/22, Up 12%)

Still owns shares.
Will wait for target before selling.
If price goes above $120, will sell shares.
Base product that is good with inflation.

BUY ON WEAKNESS

Very large increase in share price making it hard to justify buying.
Potash prices likely to fall.
Falling EPS profile.
Would wait before buying.
Quality company otherwise.

PAST TOP PICK

(A Top Pick Feb 09/22, Up 13%)

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.

BUY ON WEAKNESS

Owns 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.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK

Stockchase Research Editor: Michael O'Reilly

NTR 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)

HOLD

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.

PAST TOP PICK

(A Top Pick Jan 11/22, Up 22%) Fertilizer prices down (previous highs unsustainable). Has since sold shares. Better opportunities available in the market. CEO transition not going smoothly. Waiting for share prices to fall.

DON'T BUY

Great performer in 2022, fell apart at the end. Potash and nitrogen prices pulled back. Nothing wrong with it. Very profitable, cyclical. Stays away from these boom and bust cyclicals.

TOP PICK

It is in the potash business and has done well. The price of the equity is off because many customers were overstocked with potash so it has been trending down near term but recently consolidated. Longer term the trend is higher and it hasn't broken though that. If it did he would sell. Has decent fundamentals such as declining inventories of customers. Buy 17 Hold 6 Sell 1 (Analysts’ price target is $133.34)

BUY ON WEAKNESS

He took profits earlier. It rode the commodity wave earlier this year, but reached levels it couldn't sustain. Tailwinds are more mouths to feed globally, but less arable land, and land that needs fertilizer to be more productively used. The USD is another influence where lower benefits NTR. Hold NTR and maybe slowly add during pullbacks.

BUY ON WEAKNESS

Fertilizer giant. Very much a good company, but still a bit too expensive. Shares have done extremely well because of what's happening in Russia and Ukraine. With disruption, supply is constrained and countries like Canada have to pick up the slack. They do this by employing fertilizer to produce more.

HOLD

Likes the fertilizer space. Be aware of the higher beta and its commodity nature. Secular decline in arable land will force increased crop inputs. China and India working hard to secure food supply in the face of urbanization. Long-term, you'll be fine. He thinks we're at the beginning of a commodity super-cycle. Yield is 2.4%.

BUY

Fallen from twice book value to book. FMV indicates potential of over 200%. PE only 5.44x. Food will continue to be a long-term issue. Fertilizer crucial to increase production. Stock's cheap. Potential to be a leader in next bull market.

BUY

Company will have strong returns as demand for food rising (Ukraine conflict). Prospects for business are good in the long term. Current share price presenting good buying opportunity.

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Nutrien Ltd. (NTR.TO)

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