TSE:NTR

Nutrien Ltd. (NTR.TO)

93.31
+0.93 (1.01%)
as of Aug 11, 2026, 2:00:00 pm Market Open.
776 watching
0
Investor Insights
star iconAug 11, 2026, 12:00 am

This summary was created by AI, based on 23 opinions in the last 12 months.

Nutrien Ltd. (NTR-T) faces several external pressures influencing its stock volatility, primarily driven by global geopolitical events, particularly in the Middle East and Ukraine. Despite this, experts highlight the company's resilience, supported by a robust retail business that underpins a reliable and growing dividend, with current yields around 3.2% to 4%. Many analysts indicate a potential turning point in the stock, appreciating its emerging upward trend and noting it may be a good buy for long-term investors, especially given its strong position in the agriculture sector and the ongoing necessity for fertilizers as global food demand increases. Despite the past instability, market indicators suggest a stabilizing fertilizer price environment, along with decreasing input costs from lower energy prices, which could facilitate growth going forward. Overall, the sentiment leans towards a bullish outlook for the stock, particularly for those patient enough to weather short-term fluctuations.

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Consensus
Buy
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Valuation
Fair Value
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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)
BUY ON WEAKNESS
He's watching it, deciding when to step in. He likes agriculture stocks. Fertilizer demand has been weak due to poor weather in the US. NTR has increased share buybacks to support the stock. Pays a dividend below 3%. It has an undecided valuation; who can guess the weather in 2020? Their retail side is merely okay. If this declines 10-20%, he might buy.
HOLD
The company has had a tough year -- China, weather, commodity weakness. If you have a two year time horizon, you will do fine. To get it back into a growth trajectory again it will take that long.
PAST TOP PICK
(A Top Pick Jan 15/19, Up 0.3%) It has been a terrible year for farmers. It is a testament to their business model how stable the stock is. This is one of the only Canadian players that is on a global stage.
SELL ON STRENGTH
He has a short on this one as a portfolio hedge. It is still relatively expensive and has poor price momentum. Hard to know where fertilizer is going and it is reflected in the stock price.
TOP PICK
The stock that investors love to hate. He's been in and out of this. Likes its global outlook and fundamentals. (Analysts’ price target is $81.33)
PAST TOP PICK
(A Top Pick Jan 03/19, Up 9%) They've had some soft quarters as the potash market adjusts with global growth slowing. The first potash deal with India this year was just signed for $10/ton under market, though the market expected $20 under. The stock has been choppy. Buy below $65, and you can sell around $72-73 as a trade. He's sticking with it. But NTR has lagged the TSX in 2019.
PAST TOP PICK

(A Top Pick Oct 10/18, Down 5%) It's been a volatile year due to weather and trade war tensions, with US soy bean farmers exporting less to China. But NTR is cutting back on some of their potash mines to get demand-supply back in place. That said, NTR generates a lot of free cash flow and is increasing their 3.7% dividend, so you're paid to wait. They're also building out their retail network, which is less cyclical. Still likes it.

PAST TOP PICK
(A Top Pick Sep 25/18, Down 10%) It is a great company but we had a terrible spring in North America so inventories build up. Long term he thinks it is great.
WATCH
Seasonality? Seasonality is now. It has support at $65, so bouncing off support would be good. Wait until that bounce happens.
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