TSE:NTR

Nutrien Ltd. (NTR.TO)

93.63
-2.26 (2.36%)
as of Jun 5, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJun 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.

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Consensus
Buy
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Valuation
Fair Value
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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.
PAST TOP PICK

(A Top Pick Sep 17/19, Down 6%) They suffered a bit during the CN Rail strike, which idled some production, but he still likes it. Commodities are a lot shorter cycle and getting more vertically integrated and efficient. Outlook for their free cash flow growth is strong. Fairly cheap and pays a good dividend. Fine long-term growth, but a little volatile.

BUY
Seasonal play? This is an attractive entry point -- at $62. She owns it presently. They are the largest potash producer and although potash prices have fallen, the company has curtailed some production for the time being. She likes how they are growing their distribution sales network. They are going to reinvest growing cash flow into their network.
TOP PICK
It has been under pressure from tax loss selling. Fall weather has been a headwind as well for their commodity sales. He sees a rebound of 38% earnings growth next year, cheap when it is trading closer to 25 times earnings. They are also doing a share buyback right now. (Analysts’ price target is $79.73)
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