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

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Daily Stock Opinions and Ratings

Nutrien Ltd. (NTR.TO)

92.38

+2.49 (2.77%)

as of Aug 10, 2026, 8:00:00 pm Market Open.

776 watching

Investor Insights

Aug 11, 2026, 12:00 am

This 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.

Consensus

Buy

Valuation

Fair Value

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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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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.

SELL

For commodity producers, we hear about scarcity and topline growth. But now the cost of nat gas used in fertilizer production is going against it. Negative transit today means sell. Book value of $78 is where he'd look again.

BUY

We need potash, and demand will spike. He likes a large cap such as this one, which is reasonably priced, all things considered.

BUY ON WEAKNESS

Likes agriculture sector. War in Ukraine has caused supply crunch in fertilizer. Believes a $70 (USD) share price would be a good entry point. Long term, is a good investment to hold. Strong business model.

BUY

Why so much volatility? Tied to the price of commodities like wheat and corn, and commodities tend to be more volatile. Beta is 1.1, so only a bit more volatile than the TSX. Longer term, the decline in arable land will force increased production with products from NTR.

WAIT

Good entry point? Great company, well balanced. Done extremely well, up by over 30% in a month and a half. Look at JJG, as it's correlated to fertilizer stocks. Overbought, don't chase. Fertilizer tends to kick in late September. Better opportunity in a month or so.

HOLD

Commodity prices have been wildly volatile, and speculation can exacerbate that. He owns this for the long term. He expects a good long-term return, so he's happy to hold.

TOP PICK

Agriculture sector held up the best of all commodities. Shortages in fertilizer. Seasonality could come into play, but there's good visibility into next year. Stock bottomed nicely, has outperformed since the market bottom, and looks to be resilient. Great way to participate in an undersupplied market, with no new supply coming on soon from eastern Europe anyway. Yield is 2.08%. (Analysts’ price target is $111.35)

BUY

Opportunity here long term. Less arable land, so we need more input for crops. Cyclical, high beta. Down 29% from its all-time highs in April. China and India are trying to secure their food supply.

DON'T BUY

Restrictions on nitrogen in Europe would be good for NTR's business. Necessary. Potash seems to be the least of all environmental evils. He can't predict how the price of fertilizer will move. Doesn't fit his mandate.

BUY

Company trading a very low valuation right now. Excellent buying opportunity. Positive cash flow results will benefit company and share price. Commodity price increase will benefit company long term.

HOLD

Depends on the commodity price. Huge lift from events in Ukraine and Russia. New production coming onstream, but this will take time. Making money hand over fist now. You generally want to buy commodity companies when PE is high, so earnings are low; sell when PE is low, which means earnings are peaking. Sweet spot right now.

BUY

Ag complex has rolled over in the last couple of weeks, but the situation is positive. Not a monopoly, but it's the biggest and strongest in the group. Great entry below $100. A resolution to the Russia-Ukraine war could change the outlook somewhat.

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Nutrien Ltd. (NTR.TO)