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

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Nutrien Ltd. (NTR.TO)

104.54

+2.26 (2.21%)

as of Aug 31, 2026, 8:00:00 pm Market Open.

777 watching

Investor Insights

Aug 31, 2026, 12:00 am

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

Experts generally have a favorable outlook on Nutrien Ltd. (NTR-T), citing its strong market position in the fertilizer sector and robust dividend growth, which gives it stability amidst volatility. The company's long-term growth is underpinned by the essential demand for fertilizers, especially as global populations increase. Recent geopolitical tensions have impacted fertilizer pricing, creating both opportunities and challenges for Nutrien, but many analysts see the stock as a solid long-term investment, especially when it dips into the $80s. The consensus suggests that while the stock isn't overly cheap, it presents a reasonable entry point for long-term investors who prioritize quality and potential for appreciation in a cyclical industry. Overall, Nutrien is positioned to benefit from improving farmer balance sheets and lower natural gas prices, making it a compelling option for investors looking for exposure to the agricultural sector.

Consensus

Positive

Valuation

Fair Value

Similar

Covington, COV

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.

SELL ON STRENGTH

Last quarter, they massively lifted guidance. Was expecting $4.5B up to $6B. China restricting exports also raised prices. 63% EPS growth and the stock is still not expensive and has a decent dividend. It is cyclical however. Take some money off if it is a large holding.

DON'T BUY

On the balance sheet, 60% is nothing but goodwill, and this concerns him. Cost pressures such as natural gas put pressure on the stock. Global warming suggests farmers want fertilizer to increase production to offset effects of the weather. In the next bear market, balance sheets and the quality of book values will make the difference between survival and wipeout.

PAST TOP PICK

(A Top Pick Feb 10/21, Up 27%) A movement in fertilizer prices due to nitrogen plant shut downs in Europe and there are logistics issues due to hurricane Ida. Government sanctions on Belarus has kept prices up for fertilizers. If higher price action continues, should rebalance.

BUY

Steady cashflow, strong balance sheet, management adapts to fast-changing ag market. Outperformed TSX since last summer. Long-term, helps arable land efficiencies. Opportunities in China and India will lead to higher demand. A name to own. Makes sense for growth investors.

BUY ON WEAKNESS

He has liked it for a while now He took a little bit off the table recently but still has a pretty decent position. He is looking at it as a position to pick up more of a position on weakness.

PAST TOP PICK

(A Top Pick Jul 24/20, Up 86%) Was a name they purchased in 2016 before the merger. You get mining and extraction of potash but also the full cycle to retail. People will continue to eat and countries are thinking about food security. A name that you will see more volatility but it is normal and important to have some agriculture exposure.

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