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

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Nutrien Ltd. (NTR.TO)

93.46

+1.08 (1.17%)

as of Aug 11, 2026, 6:33:16 pm Market Open.

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Investor Insights

Aug 11, 2026, 12:00 am

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

Nutrien Ltd. (NTR) has been showing signs of resilience amidst geopolitical disruptions, particularly from conflicts affecting fertilizer supply chains, like the wars in Ukraine and the Middle East. Experts highlight a stabilizing demand for fertilizers, driven by a growing population and an emphasis on agricultural needs. The company is perceived favorably due to its solid dividend yield, with most professionals indicating that this yield is safe and has been consistently growing over the years. Despite short-term uncertainties and market volatility, many analysts see potential for recovery as they expect the stock to benefit from improved farmer balance sheets and potentially lower input costs. The general sentiment suggests a balanced outlook, encouraging long-term investment strategy while being cautious of short-term fluctuations.

Consensus

Buy

Valuation

Fair Value

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BUY ON WEAKNESS

They recently increased their potash output. They've done a good job streamlining operations. They are worth watching, but he's cautious, because there is low-cost production coming out of eastern Europe. Enter on a pullback at $60. He used to own this, but not now.

BUY

Allan Tong’s Discover Picks NTR stocks are currently hitting all-time highs right below $80. There’s a little more upside that the street sees with a price target of $80.67, though I predict the low-$80s is more likely. Cyclical stocks are trades, not long-term holds, so there’s wiggle room to earn a 5-8% return if you’re nimble. Of course, buying on dip is a good idea, but a dip is less likely on a name with such momentum. NTR stocks are up nearly 8% in the past month. Bottom line: be nimble, Jack. Read 3 Hot TSX Stocks for our full analysis.

TOP PICK

Canada's second-biggest mining company. Cyclical backdrop is excellent. Demand is skyrocketing for its products. Geographic diversification reduces reliance on the NA harvest season. Below mid-cycle valuation. Technical breakout 2 days ago. The stars are aligning for this one. Yield is 2.94%. (Analysts’ price target is $81.27)

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.

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Nutrien Ltd. (NTR.TO)