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

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Nutrien Ltd. (NTR.TO)

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93.63

-2.26 (2.36%)

as of Jun 5, 2026, 8:00:00 pm Market Open.

778 watching

Investor Insights

Jun 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.

Consensus

Buy

Valuation

Fair Value

Similar

ADM

HOLD

Emerging countries will increase demand for protein. Long-term, crop prices are starting to strengthen. As well, likes the retail farm side which they've been growing. Attractive yield, growing dividend.

DON'T BUY

He likes their retail operations for agricultural products, but NTR now depends on the price of potash, too dependent for his tastes. He likes the vertical integration with its retail operations.

HOLD

Cyclicals haven't bounced that much off the bottom. Driven by global growth, which has lagged tech. Still a good company, generating free cash, good vertical integration, paying down debt. Stick with it.

PAST TOP PICK

(A Top Pick Sep 17/19, Down 24%) This didn't work out very well but they are still sticking with it. The retail part has remained strong. The commodity business has been lagging. However, the commodity cycle is shorter. Over the medium term, prices should firm up. They pay a healthy dividend with good free cashflow.

WAIT

On a longer time frame, one of premier companies that should catch a bid. Not super cheap. A small short for him. Earnings and cash flow need to improve. Good yield.

TOP PICK

Normally he stays away from commodity plays. They extract phosphate and potash and have a sophisticated product distribution chain with farmers. They have over 500,000 different customers around the world. The PE ratio is now sub-20 times, so it is a little more protected to a compression of multiples. Global populations will continue to grow and they need to eat. Yield 5.56% (Analysts’ price target is $61.07)

DON'T BUY

He avoids agricultural stocks, because the weather (drought, flood) can influence a company and its input and output costs. NTR is consolidating a lot of the industry, but he avoids commodities. Commodities surge when a country goes on a building tear, as he expects someday from India.

PAST TOP PICK

(A Top Pick Jul 11/19, Down 28%) Continues to own it. He believes in it long term. Fertilizer is oversupplied for now, though. He likes their retail operations in the west, U.S. and Australia. Also likes their digital apps. They are a big cash flow machine and pays a 5.5% dividend yield.

DON'T BUY

Earnings have been chopped 16% for 2020 and 7% for 2021. Pays a 5.2% dividend and has a slight positive free cash flow, which should grow 2% this year and 2% next. It trades at 9.8x enterprise value to cash flow, which he ranks as a B-. The yield is nice, but NTR has weak earnings growth.

BUY

He likes it very much here. A lot of their product pricing have bottomed and are starting to move up. They made acquisitions in their retail area and are now the biggest retailer of their product in Brazil. Demand for their products is increasing. Low Nat Gas costs are helping their costs. He bought a little more recently. It just broke out technically which is also a good sign.

BUY

NTR vs. Corteva He owns both. Corteva is into crop protection. Nutrien is in fertilizer. Both are strongly correlated to commodity prices, however. Nutrien pays a healthy dividend, but Corteva offers better growth and could benefit from ongoing climate change problems. Both are best-in-class businesses.

PARTIAL BUY

A potash/nitrogen producer with a retail arm. It is a diversified way of playing this commodity. It is a little more cyclical. As of a month ago, management was still confident they could continue to pay the yield. He would have no worries buying half his position now and then see what the market does over the summer. It is a quality company.

WAIT

They are saying that farmers are behind and HAVE to put fertilizer on their fields. He feels farmers will still hold back and he would hold off on this stock. The seasonal period for this stock is late September into the fall.

COMMENT

QSR has a lot of international exposure and he sees some opening beginning to occur in China. NTR is not impacted as we all have a need for food -- you can buy here. LSPD is asset light company, unfortunately it is economically sensitive -- requiring restaurants to be open to generate revenues.

STRONG BUY

You can buy it with a lot of confidence. Opportunities like this come around once every decade or less. You have to pare down your buy list to companies that represent extraordinary value right now. Crops remain an essential in terms of feeding people in everyday life. They are indispensable to the farming community. He is looking to buy more on this downturn.

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Nutrien Ltd. (NTR.TO)