TSE:NTR
Nutrien Ltd. (NTR.TO)
Financials 
Technical Analysis 
Aug 11, 2026, 12:00 amThis summary was created by AI, based on 23 opinions in the last 12 months.
Nutrien Ltd. (NTR-T) faces several external pressures influencing its stock volatility, primarily driven by global geopolitical events, particularly in the Middle East and Ukraine. Despite this, experts highlight the company's resilience, supported by a robust retail business that underpins a reliable and growing dividend, with current yields around 3.2% to 4%. Many analysts indicate a potential turning point in the stock, appreciating its emerging upward trend and noting it may be a good buy for long-term investors, especially given its strong position in the agriculture sector and the ongoing necessity for fertilizers as global food demand increases. Despite the past instability, market indicators suggest a stabilizing fertilizer price environment, along with decreasing input costs from lower energy prices, which could facilitate growth going forward. Overall, the sentiment leans towards a bullish outlook for the stock, particularly for those patient enough to weather short-term fluctuations.
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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
Keith Richards
Andrew Pyle
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Still likes it here. Shortage in the fertilizer market, due to war in Europe. Sold with the run up, but he's now looking at it again. Good long-term story and pricing power. Good job at vertical integration. Ag within basic materials makes sense.