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

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Nutrien Ltd. (NTR.TO)

93.63

-2.26 (2.36%)

as of Jun 5, 2026, 8:00:00 pm Market Open.

778 watching

Investor Insights

Jun 6, 2026, 12:00 am

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

Nutrien Ltd. (NTR-T) has garnered attention from various analysts, and while opinions vary, there is a general consensus on its potential for long-term growth. Despite facing temporary pressures from geopolitical factors and commodity price fluctuations, many experts highlight its dominance in the North American fertilizer market and robust dividend sustainability supported by its retail business. The overall sentiment suggests that current dips present favorable buying opportunities, with some analysts anticipating uptrends in fertilizer prices and positive EPS growth. A few express concerns regarding near-term supply constraints, yet the long-term outlook remains optimistic, bolstered by the need for fertilizers in global agriculture. As commodity prices show signs of stabilizing, Nutrien's operational strategies and market position appear to contribute positively to its growth trajectory.

Consensus

Buy

Valuation

Fair Value

Similar

ADM

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.

PARTIAL SELL

When something is in such short supply, the price can go a lot higher. He trimmed about 1/3 of his position, and he's holding the rest. Likes it long term. Dividend will be increased. The run north of $130 won't last forever, so he's watching closely.

TRADE

Not cyclical like car companies, etc. Being a fertilizer company it is considered agricultural. Fertilizer is co-related to the price of wheat and other grains which can keep rising. Regarding the question on the strike at CP, there should be little effect on Nutrien at this time. Sept./Oct. would be different since that is the harvest season.

BUY ON WEAKNESS

Has owned this many years. It's had a good run lately because of rising fertilizer prices driven by the Russian war. She continues to hold it, but won't chase it. Would add only on pullbacks. Rising demand for proteins is a future driver. If you hold a lot of shares, take some profits.

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Nutrien Ltd. (NTR.TO)