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.

778 watching

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

WAIT

We have come out of 5 years of oversupply in the market for fertilizer. There is likely to be less new capacity coming on than demand. We are seeing pricing moving higher. It could be an interesting play. If it traded higher than $73 it would mean it broke out. He would wait for that or hold it if you own it.

WATCH

He's looking at this. Over the long haul, things will be pretty good for NTR. The long-term negative for fertilizer is that Monsanto keeps coming out with seeds that need less fertilizer. But NTR offers good cash flow and the stock price is interesting.

PAST TOP PICK

(A Top Pick Aug 17/18, Up 1%) Slower planting season. Ag space has been crushed. Likes the company. There is a future. Hold on and wait for their day in the sun.

BUY

He's owned this before the Agrium merger, which was a great move. He expects more synergies to come. This is a play on farming. Great managers. Trading cheaply, too.

COMMENT

Technical outlook? The Ag space has a close following of technical traders. It is hard to be on a level playing field, playing against professional traders. The stock has been pretty range bound, so it does not check the technical boxes for them to get too excited about it. He would suggest playing the space with an ETF instead.

BUY

Definitely a long-term position, a 5-10 year play. Believes in long-term demand for fertilizer. Pullback because valuation's getting rich. He'd have it in your portfolio in the materials section. Starting to attract investor interest. Good value here.

TOP PICK

They raised their dividend today. Cash flows in the next 5 years is going to be $25 billion. They have about $4 billion a year of free cash flow. The stock is weak because of the weather. P/E is 16 and dividend yield is 3.6%. As cheap as it has been in a while. Great entry point. (Analysts’ price target is $83.49)

BUY

Testing support. Now is a good time to buy. You're not gambling anymore in the high $70s. Risk/reward is in your favour if you're a buyer.

HOLD

He is an owner, but sitting on the fence. It is a commodity stock. He ideally is a buyer when the commodity price is rising. But with trade issues happening and delays in planting, things are stalling. He will continue to hold -- for now. Any commodity stock is not a long term hold, they follow cycles.

BUY

She held this company before the merger. Their Q1 was tough for all agriculture stocks due to harsh weather. But NTR maintains full-year guidance. She likes it. They are growing their retail side to the US to 30% and build their platform in Brazil and Australia. They're meeting their synergy targets and generating a lot of free cash flow. Also are buying back stock and raising their 3.4% dividend.

DON'T BUY

3.2% yield and a 28% payout. Recent sales were up a lot. Earnings are expected to be up 52% when they report in May. PE of 18x, so not cheap. 7.5x ROE. A mixed forecast.

WAIT

Merger made sense. Over short term, difficult weather environment in US, so growing season will be under pressure. Bounced back nicely since December. Trading about 7x EBITDA, so not expensive, but he'd be looking to buy lower. Well run.

HOLD

He owns it and has done well. He likes the long term outlook for fertilizer and potash. China is damaging grain demand globally by changing its policy with pork producers. He will continue to hold.

TOP PICK

The third-largest resource company on the TSX. Pays a 3.3% dividend and 16x earnings. It's a free-cash flow generator of over $4 billion in the next 12 months. They'll raise the dividend, buy a company and/or buy back shares. (Analysts’ price target is $81.54)

BUY

She's buying this now. Pricing is leveraged to potash prices which were stronger than expected in 2018. This year, there should be supply coming onstream from the Russian producers. NTR has the excess supply to bring onstream if they wish in the coming years. Pricing has been stronger in China and Brazil. It's up to NTR to manage demand and supply and pricing; last year they stumbled and demand got killed. They generate a lot of free cash flow and are selling assets. After the merger, they have to sell assets which they will use to grow their retail network across North America and Australia. They've been increasing the dividend, which is 3.2%, and buying back stock.

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Nutrien Ltd. (NTR.TO)