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

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Nutrien Ltd. (NTR.TO)

89.35

+2.36 (2.71%)

as of Jun 30, 2026, 8:00:00 pm Market Open.

778 watching

Investor Insights

Jun 30, 2026, 12:00 am

This summary was created by AI, based on 24 opinions in the last 12 months.

Nutrien Ltd. (NTR) is viewed favorably by several experts, highlighting its stability and potential for growth amid fluctuating fertilizer prices primarily affected by geopolitical events. The company's strong capital allocation strategy, improvement in farmer balance sheets, and consistent dividend payments are seen as attractive aspects. Despite facing some volatility due to its commodity nature, many analysts believe that Nutrien is positioned well for the long term, particularly with earnings expected to grow and a competitive edge in the agriculture sector. There is also a sense of optimism regarding its valuation, with some analysts suggesting that the stock is entering a new upward trend following a period of stagnation. While there are concerns about potential overvaluation in the near term, overall sentiment remains positive, with suggestions to buy during dips.

Consensus

Buy

Valuation

Fair Value

Similar

ADM,ADM

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.

BUY

Has done well with this. Fertilizer and agriculture stocks will see volatility. China and India will need more fertilizer, and those countries are securing their food supply. These are long-term trends, and short-term there is a supply shock.

PAST TOP PICK

(A Top Pick Jun 03/21, Up 52%) Russian invasion, tragically, has driven the price. High agriculture prices result in farmers planting more acreage, which creates high fertilizer prices. Once-in-a-decade bonanza of cashflow. Will make fresh highs before it's done.

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Nutrien Ltd. (NTR.TO)