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

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Nutrien Ltd. (NTR.TO)

93.39

+1.01 (1.09%)

as of Aug 11, 2026, 5:37:58 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) has been showing signs of resilience amidst geopolitical disruptions, particularly from conflicts affecting fertilizer supply chains, like the wars in Ukraine and the Middle East. Experts highlight a stabilizing demand for fertilizers, driven by a growing population and an emphasis on agricultural needs. The company is perceived favorably due to its solid dividend yield, with most professionals indicating that this yield is safe and has been consistently growing over the years. Despite short-term uncertainties and market volatility, many analysts see potential for recovery as they expect the stock to benefit from improved farmer balance sheets and potentially lower input costs. The general sentiment suggests a balanced outlook, encouraging long-term investment strategy while being cautious of short-term fluctuations.

Consensus

Buy

Valuation

Fair Value

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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.

HOLD

Fantastic price runup the past year. Announced production expansion. Believes might be top of the market and this is the wrong time to invest. Strength in commodities driven by Russia/Ukraine conflict & is worried about ceasefire downside.

BUY

The Russian war has driven up agricultural and fertilizer prices, but it's uncertain how this plays out. The spike in fertilizer prices has caused farmers to reduce their spend. The situation is in flux, but long term there will be demand more North American commodities instead of Russian. Trades at 11x only. Enjoy the cash flow. This should move higher.

COMMENT

This is the combination of the previous Potash and Agrium companies. It is one of the best performing stocks on the TSX. He is dubious on commodity names since you can't bet what the commodity prices will do. For this one you should have bought a year or two ago.

BUY

Likes the agriculture space. See his Top Picks. Generally the Russian-Ukraine conflict is affecting supply. Less arable land means more fertilizer required. Higher beta, so be prepared for ups and down. Likes it for the next 12-18 months.

BUY

Blockbuster results. Fertilizer price cycle should extend. Potash, nitrogen and phosphate are at nosebleed levels, but supply is constrained from Russia and Belarus. Guidance increased by 58% in next year. $18.50 EPS forecast. Farmers are still buying fertilizer. Blue sky scenario: eclipses RY as largest TSX company, as it did briefly in 2008, and more than doubles.

PARTIAL SELL

Hold or take profits? World is focused on food supply, and fertilizer companies have been the beneficiaries. Agriculture has further to go, but fertilizer companies look expensive. Never a bad idea to trim. More downside than upside from here.

HOLD

We've seen an historic demand spike for fertilizer because of the Russian war, which has cut off supplies from eastern Europe. He likes this stock and space long term, though he took profits recently (the valuation got extended). Don't dump shares nor add. Wait. The price can rise again. Supply constraints will continue for a while, and there aren't many companies in this space. A good company and long-term growth story.

PARTIAL BUY

Allan Tong’s Discover Picks Meanwhile, Nutrien projects nitrogen sales to rise this year from 10.8 to 11.3 million tonnes based on expanded production capacity and strong demand. If demand remains this way, the company expects adjusted net earnings to climb from $10.20 to $11.80 per shares. Nutrien pays a 1.7% dividend. Read 3 Booming Resource Stocks: Fertilizer and Natural Gas for our full analysis.

BUY

Is hitting new highs today after huge run in the last 12 months. The agriculture trade has strong momentum that will go parabolic. Corn and wheat from Ukraine are down substantially while weather is challenging plantings in the U.S. He bought this today, even at these highs. He doesn't see resolution in the supply side. Any correction is a buying opportunity. You must be in agriculture which is not expensive in terms of valuation.

PARTIAL SELL

Don't chase it here, these peak prices are not sustainable. Reflecting the progress of the war, agricultural prices have all shot up. Increasing production without much capex for now. Hold or trim.

PARTIAL SELL

Cyclical. Core holding for him. Sometime it will be wise to take some chips off the table, and that time's coming sooner rather than later.

TOP PICK

Global instability with materials (potash, fertilizer etc.) positively affecting business. Largest fertilizer producer in the world. Long term, business is well positioned to supply world with fertilizer and materials. Potash demand will continue to grow in Asian markets. Financials metrics very strong. Recently announced stock buyback. Management instability will not affect business.

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Nutrien Ltd. (NTR.TO)