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

Home

Daily Stock Opinions and Ratings

Nutrien Ltd. (NTR.TO)

104.54

+2.26 (2.21%)

as of Aug 31, 2026, 8:00:00 pm Market Open.

777 watching

Investor Insights

Aug 31, 2026, 12:00 am

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

Experts generally have a favorable outlook on Nutrien Ltd. (NTR-T), citing its strong market position in the fertilizer sector and robust dividend growth, which gives it stability amidst volatility. The company's long-term growth is underpinned by the essential demand for fertilizers, especially as global populations increase. Recent geopolitical tensions have impacted fertilizer pricing, creating both opportunities and challenges for Nutrien, but many analysts see the stock as a solid long-term investment, especially when it dips into the $80s. The consensus suggests that while the stock isn't overly cheap, it presents a reasonable entry point for long-term investors who prioritize quality and potential for appreciation in a cyclical industry. Overall, Nutrien is positioned to benefit from improving farmer balance sheets and lower natural gas prices, making it a compelling option for investors looking for exposure to the agricultural sector.

Consensus

Positive

Valuation

Fair Value

Similar

Covington, COV

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.

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.

Showing 151 to 165 of 392 entries

Most Recent Experts

Larry Berman CFA, CMT, CTA

ETF Capital Management Inc.

Jenny Harrington, CEO, Gilman Hill Asset Management

Gilman Hill Asset Management

Kevin Simpson

Capital Wealth Planning

Jim Lebenthal

Cerity Partners

Bill Baruch, Founder, Blue Line Capital

Blue Line Capital

Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at : [email protected].

Summer Sale

Nutrien Ltd. (NTR.TO)