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

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Nutrien Ltd. (NTR.TO)

89.35

+2.36 (2.71%)

as of Jun 30, 2026, 8:00:00 pm Market Open.

778 watching

Investor Insights

Jun 30, 2026, 12:00 am

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

Nutrien Ltd. (NTR) is viewed favorably by several experts, highlighting its stability and potential for growth amid fluctuating fertilizer prices primarily affected by geopolitical events. The company's strong capital allocation strategy, improvement in farmer balance sheets, and consistent dividend payments are seen as attractive aspects. Despite facing some volatility due to its commodity nature, many analysts believe that Nutrien is positioned well for the long term, particularly with earnings expected to grow and a competitive edge in the agriculture sector. There is also a sense of optimism regarding its valuation, with some analysts suggesting that the stock is entering a new upward trend following a period of stagnation. While there are concerns about potential overvaluation in the near term, overall sentiment remains positive, with suggestions to buy during dips.

Consensus

Buy

Valuation

Fair Value

Similar

ADM,ADM

BUY

He likes it and the entry point is well timed. Last year was a difficult year for them due to early frost and Nitrogen demand was weak. Longer term we are looking at an active consolidator. They have a long reserve life. They are not quite a price setter but they have good market share and can take supply up or down, depending on price of commodity. They buy back a lot of shares each year. He sees a resumption of growth this year.

HOLD

They have disappointed over the last couple of quarters. It has not rallied on the trade talks with China. The fundamentals still look good although weather has had a short term impact. He would continue to hold it. He likes their retail operations and the management team. He does hold a smaller position with them.

BUY ON WEAKNESS

He would hold off. It's a good, nimble company that has good strategies and takeovers. They have continued to go down, however. There is weakness in commodity prices, though they are good operators. They trade at a higher multiple than others. You could probably start to participate at these prices, but there are mixed feelings in the fertilizer sector. Last year there was a lot of problems that impacted farm income. The need for better fertilizer is still there so they will do alright in the long-run. You could average into this stock.

WATCH

He's watching it. Nice dividend that typically grows. It's a gentle play on agriculture commodities, plus they have a retail arm. Assuming China buys ag products again, then looks ahead two years and you may be pleasantly surprised; this could outperform the market in the future.

BUY ON WEAKNESS

It will be susceptible with what happens in China, which buys their product. It's had a significant downtrend since 2008, but equally negative to the S&P. You can take a half position now, but he expects this to move to $52-55. If it breaks below, then we have some serious issues. $52 is a good spot to take a risk.

DON'T BUY

It comes down to demand from China. The price does not reflect the story, which worries him. It's in a down channel. He needs to see 3-6 months of base-building to convince him to step in. The street is too optimistic about NTR.

BUY

She'd buy it now. Last year was disappointing for potash pricing, and the trade war also hurt NTR. The signing of the US-China trade deal, phase one, should benefit US farmers and NTR. The bad news is in the stock already. NTR's retail operations in America and Australia are performing well and are stable--she likes them. Will build retail in Brazil, too. NTR generates a lot of free cash flow after the Potash merger a few years ago to buyback shares, invest in retail and raise the dividend. Pays a 3.7% yield. Didn't rally with the market last year, but will have a better 2020.

BUY

Reminds him of MFC of a few years ago--can't get out of its own way. There's potash oversupply. Weak global demand. NTR missed Q3 and lowered guidance. Suffered their worst-ever weather in 2019. Then there's the trade war. The bull argument is that NTR hasn't been this cheap in a long time, trading at 15x 2020; its retail EBITDA were up sharply last quarter. He feels potash woes will pass soon and NTR's EPS will rise 36% this year. NTR is buying back their shares and boast a strong dividend. This is a contrarian call.

DON'T BUY

It's been riding a falling balance sheet. Earnings look good at $3.99/share. The concern is that earnings have been sliding off. The company is trading at a discount to book. He doesn't see a driver that would push the stock forward.

PAST TOP PICK

(A Top Pick Jan 15/19, Down 5%) It has been a tough year for farmers. It was one of the poorest planting seasons on record. See his Top Picks.

TOP PICK

He thinks this is one of Canada's few global franchises with a global brand out there. They just purchased another agriculture business in Brazil. The dividend is over 4% at these levels. The long term fundamentals are great. (Analysts’ price target is $79.52)

PAST TOP PICK

(A Top Pick Jan 03/19, Up 4%) He holds it as he believes farmers will continue to play catch up on plantings. Yield 4%

DON'T BUY

The China/US trade situation is the main thing. In the 2021 crop year the farmers will have cash again to go and buy their products.

PAST TOP PICK

(A Top Pick Dec 20/18, Up 8%) Results were muted as the spring was wet for planting. Fall saw early snow and slowed demand. The thesis still stands, pricing will increase for potash and nutrients.

BUY ON WEAKNESS

Target price and the bottom? Don't look at this short-term. NTR is very well-positioned. The dividend is safe. Assets are in Canada, which is fine to be. A great dividend stock. Buy this when things don't look great.

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Nutrien Ltd. (NTR.TO)