TSE:NTR

Nutrien Ltd. (NTR.TO)

93.63
-2.26 (2.36%)
as of Jun 5, 2026, 8:00:00 pm Market Open.
778 watching
0
Investor Insights
star iconJun 6, 2026, 12:00 am

This summary was created by AI, based on 24 opinions in the last 12 months.

Nutrien Ltd. (NTR-T) has garnered attention from various analysts, and while opinions vary, there is a general consensus on its potential for long-term growth. Despite facing temporary pressures from geopolitical factors and commodity price fluctuations, many experts highlight its dominance in the North American fertilizer market and robust dividend sustainability supported by its retail business. The overall sentiment suggests that current dips present favorable buying opportunities, with some analysts anticipating uptrends in fertilizer prices and positive EPS growth. A few express concerns regarding near-term supply constraints, yet the long-term outlook remains optimistic, bolstered by the need for fertilizers in global agriculture. As commodity prices show signs of stabilizing, Nutrien's operational strategies and market position appear to contribute positively to its growth trajectory.

consensus icon
Consensus
Buy
valuation icon
Valuation
Fair Value
review icon
Similar
ADM
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.
BUY
This name generates cash. They have moved into the retail side of the fertilizer business. A great franchise and #1 in potash. You can put this name away for 10 years and should be ok.
HOLD
He's eliminated commodities from his portfolios. Commodities have been in a tough spot in recent years. NTR hasn't done much over the past 5 years as potash prices hace failed to break out upwards and sustain momentum. He is curious about where NTR goes, given the deal they announced today. If you own this, it's a solid hold.
PAST TOP PICK
(A Top Pick Feb 23/18, Up 16%) Still a big fan of the name. Balance sheet fired power. Still modeling a 35% EPS growth. A name you can very much get behind here.
Showing 301 to 315 of 383 entries