TSE:NTR

Nutrien Ltd. (NTR.TO)

94.22
+0.56 (0.60%)
as of Jul 21, 2026, 8:00:00 pm Market Open.
776 watching
0
Investor Insights
star iconJul 22, 2026, 12:00 am

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

Nutrien Ltd. (NTR-T) is seen as a promising investment opportunity by various experts despite recent market fluctuations and geopolitical tensions, particularly related to the Iran war impacting fertilizer components. Many reviews suggest the stock has shown signs of recovering from past downtrends, indicating a potential turnaround. Several experts highlight the importance of its stable dividend and robust retail operations, which provide a cushion against market volatility. While concerns surrounding fluctuating fertilizer prices remain prevalent, there is an overall sentiment that Nutrien is well-positioned for long-term growth, particularly as farmer balance sheets begin to improve and global agricultural demands rise. The consensus leans towards the stock being a solid buy for patient investors looking for long-term gains in the agriculture sector.

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Consensus
Buy
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Valuation
Fair Value
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Similar
Potash, POT
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.
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.
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