TSE:NTR

Nutrien Ltd. (NTR.TO)

89.35
+2.36 (2.71%)
as of Jun 30, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJul 2, 2026, 12:00 am

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

Nutrien Ltd. has garnered a diverse range of reviews, indicating a generally positive outlook among experts. Many analysts highlight the company’s solid position in the agriculture sector, benefiting from current trends such as lower natural gas prices and sustained fertilizer prices influenced by geopolitical events. Despite facing short-term supply chain constraints, their capital allocation strategy and retailer dominance are commended, with confidence in stable dividends and share buybacks. Though some caution exists regarding potential volatility and the impact of commodity cycles on earnings, the consensus remains that Nutrien is a quality company well-positioned for growth in a profitable agriculture sector, making it a reliable long-term investment.

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Consensus
Buy
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Valuation
Fair Value
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Similar
MOS
BUY ON WEAKNESS
It is a core holding for him. It has had a great run. On a long term basis, it has not done incredibly well. He was surprised at the change of CEO after the last earnings call. That argues for a bit of a catalyst at driving it. The shares are not particularly attractive at these levels. It is a stock that will bounce around, but over the long term is likely to rise.
BUY
In early stages of a commodity supercycle. Agricultural is part of this. They do fertilizers and retail stores. Will continue to benefit. It is a good one that will participate with the metal and energy stocks.
BUY
Performing well recently. It responds well when grains go up in price. Seasonality starts around June 23 and can go till October. Sweet spot is from late September to October. If the market moves higher, NTR can do quite well here.
STRONG BUY
They reported good Q1 earnings today, strong across the board and not just YOY comps, in areas including retail, nitrogen, phosphates and potash. He likes their growth strategy--spending a lot in retail. Many of their potash mines are idle, awaiting higher prices. In their small, troubles phosphates business, they got help from the US DOJ which imposed anti-dumping duties on important Russian and Moroccan phosphates, which led to phosphate prices to skyrocket. NTR also raised their guidance for 2021. He expects a banner year for them with heavy profits. You can enter this now.
BUY ON WEAKNESS
He likes it here. It is down today because of the management change over the weekend. The company has done everything right. Fertilizer prices are starting to firm up. It is a good commodity play.
HOLD
Recovered since last year. More upside. Potash prices are now firming, that's positive. China and Brazil are big consumers, as increased livestock numbers means more feed. Likes the retail side, as it's less cyclical. Fairly confident yield is safe and will increase. Yield is 3.25%.
HOLD
No one is better positioned to take advantage of the super-cycle commodity cycle. Great vertical integration. Good balance sheet, generating cashflow. US investors are playing it too. Not excessively expensive. Stick with it.
BUY
Agriculture is one of the big themes he's pursuing. Agriculture has recently been breaking out to new highs.
TOP PICK
If US dollar falls, or inflation starts to rise, farmers should have more income to buy fertilizer and seeds. Will benefit from rising potash and nitrogen prices. Usually happens at this stage in the economy if we truly are going to get a breakout. Yield is 3.27%. (Analysts’ price target is $73.38)
TOP PICK
One of the largest agri businesses in the world. Commodity prices for big cash crops are screaming hot, so this is increasing demand and pricing for fertilizer. Crown jewel is downstream supply network. Acquisitions in Southern Hemisphere extend seasonality. Shares are undervalued at 1.3x book value. Yield is 3.51%. (Analysts’ price target is $71.11)
PAST TOP PICK
(A Top Pick Jan 06/20, Up 10%) Very strong global agri company that you can't find anywhere else. Paused dividend last year. Should see it increase in 2021. Headwinds have turned into tailwinds. Good diversifier in portfolios. Yield is 4-4.5%.
BUY
The cyclical stocks are only starting to recover, given strong demand and the low US dollar. They've done vertical integration into retailing and wholesaling. A good balance sheet, making accretive buys and are buying back shares. It is the go-to name in North American fertilizer.
PAST TOP PICK
(A Top Pick Dec 11/19, Up 6%) The street is looking at improving agriculture and fertilizer outlook. Cost containments alone could drive EBITDA 20%. The stock pays a nice dividend. They are competing on the potash level. He sold half over the last 12 months. Better recovery names are out there.
HOLD
No longer a pure play in potash. Vertically integrated. Its products aren't going away. Pricing power is not what it once was. Dividend is safe. Good steady hold.
BUY
Likes the business, though it's been a tough year. Potash and nitrogen are oversupplied, but this will clear up in 2021. Low cost, long life potash mines. High margin, retail stores are a growing part of the business and less cyclical. Empowering farmers with new tools. Good dividend, capital gains, and prospects.
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