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

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.

PAST TOP PICK

(A Top Pick Dec 11/19, Down 5%) You want to buy commodities when they're forgotten about. Retail was the reason for the miss. Some investors worry it's a structural issue, but he puts it down to Covid and weather. Still likes it, but sold half his position for other industrial plays. You get paid to wait with a 14% EPS growth rate. Makes sense as long as potash can do OK and retail can get back to where they were. Yield is 4%.

BUY

Writeoff of phosphate business was needed, and just a small part of overall business. Potash and nitrogen move the needle. Price will be weak at the trough of a recession, and will recover. Torque to a recovery will be powerful and shares should rerate higher. Best thing is its downstream retail division, increasingly technologically sophisticated. Excellent business.

BUY

He really likes it and just bought some more. It wants to break out. It has a great business with both retail and potash prices have bottomed. The next 12 months look better than the last 12 months. It could have a pretty good rally into the $60 range. You might want to see if we get a 5-7% pull back just prior to the election and buy then.

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)

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Nutrien Ltd. (NTR.TO)