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TSE:NTR

Nutrien Ltd. (NTR.TO)

104.54
+2.26 (2.21%)
as of Aug 31, 2026, 8:00:00 pm Market Open.
777 watching
0
Investor Insights
star iconAug 31, 2026, 12:00 am

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

Experts generally have a favorable outlook on Nutrien Ltd. (NTR-T), citing its strong market position in the fertilizer sector and robust dividend growth, which gives it stability amidst volatility. The company's long-term growth is underpinned by the essential demand for fertilizers, especially as global populations increase. Recent geopolitical tensions have impacted fertilizer pricing, creating both opportunities and challenges for Nutrien, but many analysts see the stock as a solid long-term investment, especially when it dips into the $80s. The consensus suggests that while the stock isn't overly cheap, it presents a reasonable entry point for long-term investors who prioritize quality and potential for appreciation in a cyclical industry. Overall, Nutrien is positioned to benefit from improving farmer balance sheets and lower natural gas prices, making it a compelling option for investors looking for exposure to the agricultural sector.

consensus icon
Consensus
Positive
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Valuation
Fair Value
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Similar
Covington, COV
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)
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.
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