TSE:NTR

Nutrien Ltd. (NTR.TO)

94.22
+0.56 (0.60%)
as of Jul 21, 2026, 8:00:00 pm Market Open.
776 watching
0
Investor Insights
star iconJul 22, 2026, 12:00 am

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

Nutrien Ltd. (NTR-T) is seen as a promising investment opportunity by various experts despite recent market fluctuations and geopolitical tensions, particularly related to the Iran war impacting fertilizer components. Many reviews suggest the stock has shown signs of recovering from past downtrends, indicating a potential turnaround. Several experts highlight the importance of its stable dividend and robust retail operations, which provide a cushion against market volatility. While concerns surrounding fluctuating fertilizer prices remain prevalent, there is an overall sentiment that Nutrien is well-positioned for long-term growth, particularly as farmer balance sheets begin to improve and global agricultural demands rise. The consensus leans towards the stock being a solid buy for patient investors looking for long-term gains in the agriculture sector.

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Consensus
Buy
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Valuation
Fair Value
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Similar
Potash, POT
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)
PAST TOP PICK
(A Top Pick Sep 11/18, Down 5%) Need a longer term perspective. Temporarily idling potash mines. Still quite positive on the outlook. Generating a lot of free cash flow, synergies from the merger. Doesn't need strong commodity price to grow cash flow and earnings. Increasing dividend and buying back stock. Looking to increase share in the US.
PAST TOP PICK
(A Top Pick Aug 27/18, Down 5%) US dollar and trade issues have been headwinds for all commodities. Generates cash flow, more stable.
WATCH
They are a victim of circumstances. They serve a farming community. Plantings were very late this year. Crops in Ontario don't look very good. Disposable income is what Nutrien banks on. NTR-T serves its market extremely well. There is no rush to buy it, however. You have to wait until next spring.
WATCH
He still has not made a decision on it. It has not done much since he was on last. In a recession it will probably get hit like any other stock. He is not ready to step in. We may get an opportunity to get in at a cheaper price.
BUY
Time for an initial position? The spring was a disaster for planting due to the weather. The stock has done well considering this. He would not have a problem buying here. The company is doing all things right.
BUY
She does own this one and the recent pullback offers a good buy in point now. They are generating new synergies and cash flow from the potash and retail operations. The dividend yield is attractive. There was a very delayed planting season in the US, so crop yields will have to be watched going forward. Yield 3.7%
COMMENT
Decent numbers, but flat. Trading between two breakpoints, $62 and $78. Reasonable value here, but stick with those two parameters.
WAIT

Earnings fears? He does not own this one. This stock depends on the agricultural space and China is backing off their demand. Beyond Meat is also a new trend that could impact this space -- which could increase their demand. They have the best lock on potash in the world. He just thinks the timing is not quite right now.

SHORT
He's shorting, because of its valuation. They have mid-range price momentum, and volatility is OK. But they trade at 22x earnings and missed a recent quarter. Weak valuation that needs to improve.
HOLD
Really likes, and would buy at current prices. Focused on getting more vertically integrated. Awesome job at getting more efficient. Cost-cutting will drive earnings growth, and it's a lower risk source. Second lever is demand for the commodities. Buybacks and paying higher dividends. Valuation compelling. Volatile, but hang in there.
BUY
If China doesn't buy Canadian fertilizer He likes it, but will have a poor quarter due to a lot of rain in the midwest, delaying planting, not due to China. This may fall a further dollar. The stock is now cheap and he would buy it.
TOP PICK
Fertilizer markets are oversupplied, so fertilizer prices remain low, though slowly recovering. NTR is expanding its retail network through small acqusitions across North America, but also Australia and South America. The latter reduces cyclicality risk in North America. (Analysts’ price target is $82.44)
DON'T BUY
Cheap, at less than book value. Problem is earnings forecasts have been drifting lower, and upside potential is only about 10% higher than currently trading. Doesn't see upside, or momentum in potash prices. War with China has messed with demand for soybeans, etc. Hard to get excited.
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