Summer Sale
50% off Premium Yearly
TSE:NTR
Nutrien Ltd. (NTR.TO)
Financials 
Technical Analysis 
Aug 31, 2026, 12:00 amThis 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.
A fairly new company – POT-T and AGU-T merged. The global growth picture has been improving substantially. There is a lot of positive global demand but we have not seen the pricing pressures come through. He would hold and not buy a ton right here. US farmers’ incomes have bottomed and could turn around. He wants to see a few quarters go through.
'%20fill='%23ffffff'%3e%3cg%20id='Pager'%20transform='translate(423.000000,%201755.000000)'%3e%3cpath%20d='M243.295367,17.286474%20C243.68919,16.9045087%20244.327703,16.9045087%20244.721525,17.286474%20L249,21.4361302%20L253.278475,17.286474%20C253.672297,16.9045087%20254.31081,16.9045087%20254.704633,17.286474%20C255.098456,17.6684393%20255.098456,18.2877274%20254.704633,18.6696927%20L249.35654,23.856763%20C249.159628,24.0477457%20248.840372,24.0477457%20248.64346,23.856763%20L243.295367,18.6696927%20C242.901544,18.2877274%20242.901544,17.6684393%20243.295367,17.286474%20Z'%20id='Path'%20transform='translate(249.000000,%2020.500000)%20scale(-1,%201)%20rotate(-90.000000)%20translate(-249.000000,%20-20.500000)%20'%3e%3c/path%3e%3c/g%3e%3c/g%3e%3c/g%3e%3c/svg%3e)
There is a long-term secular theme of population growth. Currently the population is 7.5 billion, and is forecast to be 10 billion by 2050. This pick is a result of a merger of Potash and Agrium. As we have more people and as consumers in the emerging markets get wealthier, there is an increasing demand for food. This merger is taking place when nutrients are near their lows. For the merged company to grow earnings and cash flow, they don't necessarily need an improvement in nutrient prices. The company has indicated they can realize $500 million in synergies for the next couple of years. Also, as an outcome of the merger, they are required to make some asset sales, which can generate about $5 billion in cash. They can redeploy that cash by buying back stock and increasing the dividend. They also want to increase their retail agriculture business. (Analysts' price target is $59.51.)