TSE:NTR

Nutrien Ltd. (NTR.TO)

93.63
-2.26 (2.36%)
as of Jun 5, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJun 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.

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Consensus
Buy
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Valuation
Fair Value
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BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The supply shortage will help the stock in the near term. Weighting and exposure should be kept in mind while the stock rises. There is still some room to go probably. Unlock Premium - Try 5i Free

BUY
It was a top pick two months ago. It is in the agricultural space, a strong group with some influence coming from the Ukraine/Russia conflict. There is a shortage coming in the fertilizer market and Nutrien is a leader in this space with dividend growth and upgraded earnings estimates. Stay with it as part of the hold your winners theme.
HOLD
Great Canadian business. ROC over time is not as great as others. But now in the sweet spot, as it can raise prices and capture this inflationary environment. Going to benefit from higher prices. Great team. Strength of commodity cycle will dwarf CEO issues.
TOP PICK
We're facing inflation risk, and you need to protect against it. So own companies that can increase prices. Ag sector is one of the leaders right now. Seeing volume growth. Upside to earnings. Yield is 2.45%, likely to grow high single digits for the next number of years. (Analysts’ price target is $104.91)
PAST TOP PICK
(A Top Pick Feb 10/21, Up 34%) Thinks company has had a good return in an over-valued market. Rising commodity prices have helped company. Demands for seeds will only increase. Expectation is for another dividend increase. Two previous exiting CEO's is a negative aspect.
DON'T BUY
The PE is high. Fertilizers are in demand, and poor crops across the world will drive further demand. BHP may take another run at NTR, but the government may resist this (he doubts governments will approve a takeover). There are better valuations elsewhere in agriculture like AG Growth.
COMMENT
It looks good for a trade. The last little pullback helps. It is a dominant player in the fertilizer business. Fertilizer prices are at a record high.
PARTIAL SELL
Doubts about a BHP takeover, as government won't let our potash go to foreign hands. Supply disruptions, high input costs, export restrictions, strong demand. It doesn't get better than that for potash pricing. Time to take profits? CEO departure concerning.
DON'T BUY
Two CEOs departed in 8 months. Concern that fertilizer prices will soften in the second half this year. Ridiculously cheap at 8.4x. Outstanding growth rate last year. Great run, good dividend, future buybacks. Beat street by 20%, farmers' balance sheets are sound. Still, better opportunities elsewhere.
TOP PICK
Capable CEO will be found. Assets will be there regardless. Pullback is buyable. Absolute bonanza of positives: high cash crop prices, flooding, sanctions elsewhere. They'll make a boatload of money this year, meaning dividend increases and buybacks. Yield is 2.70%. (Analysts’ price target is $102.76)
BUY ON WEAKNESS
Recommends Getting tailwinds on higher fertilizer pricing. Also higher commodity prices help. Retail business is biggest strength. Demand for products will be remain strong.
HOLD
Prices moving significantly higher, raised guidance twice in last year. Inventories low, demand high. Retail business remains strong. Outlook for 2022 remains strong, blue skies. Already baked in, so be cautious about buying. A hold.
BUY
Commodity prices have been very strong. She wonders if we are at a point where we see demand destruction. Farmer incomes are strong. There has been some US Administration tension over Belarus that may keep the potash market tight. They raised guidance and beat earnings, yet the stock sold off. She still owns it in their Canadian equity portfolio and continues to like it here.
BUY
Has been following this story closely. Nitrogen and potash prices are running up. A solid demand environment for Nutrien which should support their valuation. Last quarter was great. Would continue to hold it.
BUY
Sensational quarter. Operating profit and sales above already high expectations. Really strong cashflow. Outlook for Q4 is even better. Real question is when do we get to the top of the cycle? Quality asset, but don't forget it's still a commodity. Not there yet. Will make a lot of money in 2022, a lot of which will come back to shareholders. Looking for triple digit handle before the cycle is done. Good upside from here.
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