TSE:NTR

Nutrien Ltd. (NTR.TO)

94.22
+0.56 (0.60%)
as of Jul 21, 2026, 8:00:00 pm Market Open.
776 watching
0
Investor Insights
star iconJul 22, 2026, 12:00 am

This summary was created by AI, based on 23 opinions in the last 12 months.

Nutrien Ltd. (NTR-T) is seen as a promising investment opportunity by various experts despite recent market fluctuations and geopolitical tensions, particularly related to the Iran war impacting fertilizer components. Many reviews suggest the stock has shown signs of recovering from past downtrends, indicating a potential turnaround. Several experts highlight the importance of its stable dividend and robust retail operations, which provide a cushion against market volatility. While concerns surrounding fluctuating fertilizer prices remain prevalent, there is an overall sentiment that Nutrien is well-positioned for long-term growth, particularly as farmer balance sheets begin to improve and global agricultural demands rise. The consensus leans towards the stock being a solid buy for patient investors looking for long-term gains in the agriculture sector.

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Consensus
Buy
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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).

PAST TOP PICK
(A Top Pick Mar 07/23, Down 12.5%)Stockchase Research Editor: Michael O'Reilly

Our 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.  

PAST TOP PICK
(A Top Pick Apr 01/21, Down 22%)

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.

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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)
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%.
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