Nutrien Ltd. (NTR.TO) Buy, Sell or Hold

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Daily Stock Opinions and Ratings

Nutrien Ltd. (NTR.TO)

94.22

+0.56 (0.60%)

as of Jul 21, 2026, 8:00:00 pm Market Open.

776 watching

Investor Insights

Jul 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.

Consensus

Buy

Valuation

Fair Value

Similar

Potash, POT

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.

HOLD

Missed earnings by a penny, revenue up 7.4% but missed by 20M. They have cash to make acquisitions, increased the dividend. Coming into a new season, so we'll have to see how the weather turns out. Has no problem with it at the $70 level. Will flatline for a bit, until commodity prices go higher or something else happens.

TOP PICK

The Potash and Agrium merger. They netted about $5.2 billion in cash following the regulatory requirement to sell off some assets. They are also targeting synergy economies of $500-600 million. Potash prices look to be stable, but new capacity is coming from Russia. Management has learned to watch pricing for their product to maintain margins. The retail business, now accounting for 35% of revenue, will grow in the US and Brazil. The dividend grew last year and they have announced a share buy back program. Yield 3.17% (Analysts’ price target is $81.89)

BUY

Solid business. They're the biggest potash supplier in the world. They've gone into retail. After a downturn in recent years, they're slowing coming out of it. There are supply issues from other suppliers, though. It's a solid name in this space. Depending on how things go with China (a big postash buyer), NTR should do well in the next few years. This is a long-term buy.

TOP PICK

The merger of Potash Corp and Agrium. He likes the outlook following earlier concerns of a weak planting season. He likes the strength of the balance sheet. He thinks the dividend will keep going up. Yield 3.4% (Analysts’ price target is $82.50)

HOLD

Does have seasonality, it depend on when the farmers buy. Fall tends to be weaker, and then picks up in Q4. EBITDA since the merger has been going well. Potash prices have started to rise. But farmers have started using satellite imaging, so they don't need as much fertilizer as they used to. It's in his TFSAs, with consistent dividend growth over time. It's cyclical. Commodity price is holding steady and starting to rise, which will be beneficial. Yield is 3.7%. (Analysts’ price target is $82.52)

TOP PICK

It's bouncing off its bottom of $60. NTR is a stable way to place a volatile space, given its vast size. Expects the 3.5% dividend to rise this year by 8-10%. Potash demand is stable. Great managers. A long-term buy. (Analysts’ price target is $82.55)

DON'T BUY

We had a round trip, going up and down. But AG stocks tend to be weak this time of year. Farmers get their money in the last quarter of the year and don't spend it right now. Once we get past the fourth quarter grain prices get softer. This is not the time.

COMMENT

The leading way way to play phosphates and potash in North America. He likes NTR, but because he's a mid-cap manager (and NTR is large cap) he prefers IFOS-X in this space within this cycle.

COMMENT

NTR or WEF? He would prefer NTR-T as he believes it will eventually be back to making money. He thinks deforestation is one of the biggest contributors to greenhouse gas emissions. There is only so much arable land and thinks NTR-T will benefit the most.

WATCH

It dropped off and came back to $66. The downtrend is probably broken. It will probably go sideways until it breaks through $66 and then go further.

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Nutrien Ltd. (NTR.TO)