Summer Sale

50% off Premium Yearly

00days
00hrs
00mins
00secs

TSE:NTR

Nutrien Ltd. (NTR.TO)

103.34
+1.06 (1.04%)
as of Aug 31, 2026, 4:49:33 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
valuation icon
Valuation
Fair Value
review icon
Similar
Covington, COV
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.
PAST TOP PICK
(A Top Pick Jul 04/18, Up 2%) He continues to hold it and likes it. The major Canadian play in agricultural commodities. It is also big into retail sales to farmers. Good company that is well managed. Weather can impact their short term demand, but this creates a good buy opportunity. Yield 3.23%.
TOP PICK
The major Canadian play in agricultural commodities. It is also big into retail sales to farmers. Good company that is well managed. Weather can impact their short term demand, but this creates a good buy opportunity. Yield 3.23%. (Analysts’ price target is $83.04)
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.
Showing 301 to 315 of 392 entries