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

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Nutrien Ltd. (NTR.TO)

93.39

+1.01 (1.09%)

as of Aug 11, 2026, 5:37:58 pm Market Open.

776 watching

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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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.

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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)

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.

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Nutrien Ltd. (NTR.TO)