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.

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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

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.

DON'T BUY

It is a commodity company. There is no scarcity in potash. Commodity companies don't control their own risk. He has less than 5% of his holdings in Commodities.

PAST TOP PICK

(A Top Pick Oct 30/18, Up 5%) It is disappointing they announced cutbacks in potash production to deal with inventories. When it gets going, it will hit $80, but it may take a little while. People have to eat -- fertilizers will never go out of fashion.

TOP PICK

Pays a good 3.5% yield. 60% of profits come from agricultural production and 40% from retail distribution to farmers. After their merger, they've been streamlining operations. Trades at 10x cash flow. Expect good earnings growth and multiple expansion over time. Their retail business gives them stability and makes the yield safe. (Analysts’ price target is $83.06)

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Nutrien Ltd. (NTR.TO)