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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Similar
Potash, POT
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.
HOLD
He trimmed a couple of months ago. Amazing business. Great financial profile. Earnings and cashflow will continue to grow significantly. If next quarter's numbers and guidance are still good, it should bottom around here and be a good investment for the second half of 2022.
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