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

Home

Daily Stock Opinions and Ratings

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

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.

HOLD

The sector is doing very well. Short term, it will react to news good and bad. Going forward, demand should increase. Sector will continue to grow. Lid on pricing has come off. Will see continued strength.

Unspecified

Had abrupt change of CEO in first part of year, two in past year. Benefits from the macro situation. he owns this plus another one. The downstream retail division is the crown jewel. Upstream commodity exposure is moving the needle. Low cost nitrogen production facilities. Has 6 big world class potash deposits in stable political areas with 40 to 50 year reserves. Also a phosphate fertilizer segment. Tightest market in 15 years because of the Russia/Ukraine conflict. Good earnings ahead but fertilizer markets can't stay this high for long term.

HOLD

Owns shares in company. Believes good exposure to commodities via business model. Share price doing very well. Make sure percentage weighting of company in portfolio isn't too high. Will continue to hold.

Showing 166 to 180 of 386 entries

Most Recent Experts

The Panic-Proof Portfolio (Stockchase Research)

Stockchase Premium

Bruce Murray

The Murray Wealth Group

Joe Terranova

Virtus Investment Partners

Stephanie Link, Chief investment strategist, Hightower

Hightower

Jenny Harrington, CEO, Gilman Hill Asset Management

Gilman Hill Asset Management

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].

Nutrien Ltd. (NTR.TO)