Nutrien Ltd.

NYSE:NTR Lagerbericht

Marktkapitalisierung: US$37.5b

Nutrien Management

Management Kriterienprüfungen 3/4

Nutrien CEO ist Ken Seitz , ernannt in Jan 2022, hat eine Amtszeit von 4.67 Jahren. Die jährliche Gesamtvergütung beträgt $9.44M , bestehend aus 9.3% Gehalt und 90.7% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 0.01% der Aktien des Unternehmens, im Wert von $3.74M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 1.4 Jahre bzw. 8.7 Jahre.

Wichtige Informationen

Ken Seitz

Geschäftsführender

US$9.4m

Gesamtvergütung

Prozentsatz des Geschäftsführergehalts9.28%
Amtszeit als Geschäftsführer4.7yrs
Eigentum des Geschäftsführers0.01%
Durchschnittliche Amtszeit des Managements1.4yrs
Durchschnittliche Amtszeit der Vorstandsmitglieder8.7yrs

Jüngste Management Updates

Recent updates

Seeking Alpha • Aug 31

Nutrien: Lowering To A Hold On Mixed Q2 (Rating Downgrade)

Summary Nutrien is lowered to a Hold after a mixed Q2, as higher sales were accompanied by weaker profitability, lower fertilizer volumes, and higher sulfur costs. Long-term fertilizer demand remains tied to crop production, but that does not remove the cyclicality of Nutrien’s earnings. Near-term uncertainty remains in nitrogen, phosphate, and Retail, while potash performed better and the lower end of 2026 potash volume guidance was raised. Nutrien trades below the sector on several forward valuation measures, but above its own five-year averages, limiting the margin of safety at the current valuation. Read the full article on Seeking Alpha
Seeking Alpha • Feb 24

Nutrien: The Downtrend Is Done, Dividend Hike And Technicals Are Evidence

Summary The Materials sector, particularly the agricultural industry, has outperformed in 2025, with the Global X AgTech & Food Innovation ETF leading the way. Nutrien offers value with an attractive yield, improved Q4 performance, and bullish technical signals suggesting a potential rise to $70. Despite mixed Q4 results, Nutrien's positive outlook, cost-cutting efforts, and high dividend yield underscore cautious optimism and potential EPS upgrades. Key risks include retail competition, global macro weakness, geopolitical tensions, and weather impacts, but the technical breakout and valuation support a buy rating. Read the full article on Seeking Alpha
Seeking Alpha • Dec 11

Nutrien: Worth Having Exposure To

Summary Nutrien Ltd. offers a strong market presence and cost advantages in potash and nitrogen, making it a compelling value despite cyclical fertilizer price volatility. The stock's 4.4% dividend yield and nearly 10% free cash flow yield provide an attractive income that is well-covered at low fertilizer prices. Nutrien's conservative capital allocation during cycles and recent performance as an inflation hedge enhance its potential to enhance risk-adjusted returns in upcoming inflation shocks. Technical analysis suggests the potential for a breakout, especially if fertilizer prices surprise to the upside; current valuation and dividend yield make it a compelling value investment. Read the full article on Seeking Alpha
Seeking Alpha • Nov 12

Growth On The Cheap: Nutrien's Big Yield In Fertile Ground

Summary Nutrien Ltd., the world's largest potash producer, has a narrow-moat advantage, allowing profitability even when commodity prices are low. Despite recent volatility, Nutrien's 3Q24 data shows promising growth, with EBITDA up 21%, supported by higher prices and sales volumes. My investment thesis remains strong; Nutrien is a "Strong Buy" due to its cost advantages and potential for recovery in agricultural markets. Read the full article on Seeking Alpha
Seeking Alpha • Oct 04

Nutrien: An Underappreciated Hedge Against Resurgent Supply-Side Inflation Risks

Summary Fertilizer prices have stabilized to pre-COVID levels, with stocks like Nutrien trading as if the supply-chain spike never occurred. Fertilizer producers are an overlooked inflation hedge due to their strong correlation with natural gas and crop prices, with North American export demand growing. Nutrien's valuation is down, but it may be an accumulation opportunity with potential supply-side pressures seemingly rebounding. Although low domestic crop prices are a risk, Nutrien's recession exposure is low, and its correlation to the S&P 500 is very low at ~0.3X, making it a long-term alpha play. Read the full article on Seeking Alpha
Seeking Alpha • Sep 15

Nutrien: Short-Termism Creates Opportunities For Long-Term Investors (Rating Upgrade)

Summary Nutrien's share price has continued sliding over the course of 2024, but margin and sales headwinds are weakening. The company is well-positioned to serve the high margin North America market while also expending in Latin America. At the same time, the assumptions that are built in the share price are unlikely to persist beyond the near term. Investors should be prepared for more volatility ahead, but a rating upgrade appears justified at this point in time. Read the full article on Seeking Alpha
Seeking Alpha • Aug 20

Nutrien Remains A 'Strong Buy' As The Tide Is Turning

Summary Nutrien's stock has declined due to low crop prices, high inflation, and interest rates, but its strong financials hint at a bottoming trend. The company’s cost management and strong performance in key segments show resilience, with a positive long-term outlook driven by rising demand. Despite past struggles, I maintain a Strong Buy rating on Nutrien, confident in its potential rebound as market conditions improve. Read the full article on Seeking Alpha
Seeking Alpha • Jul 10

Nutrien: We Could See A Reversal In 2024

Summary Nutrien's stock price continued falling in the first half of 2024, mostly in line with agricultural commodities. At the same time, however, certain business fundamentals are showing early signs of recovery. The stock now trades at significantly more attractive levels and long-term investors should take notice. Read the full article on Seeking Alpha
Seeking Alpha • May 06

Nutrien: A Low-Risk Total Return Pick Benefiting From Inflation

Summary Nutrien share pricing has returned to 2018 levels, despite a stronger balance sheet and greater underlying asset value. The company offers a solid 4% dividend yield, making it an attractive choice for investors looking for both income and food-inflation hedge characteristics. With a resilient farm economy and the potential for oversized grain advances, Nutrien buyers may experience above-average total return performance over the next 3-5 years. Read the full article on Seeking Alpha
Seeking Alpha • Feb 22

Nutrien: I'm Buying More Before The Market Finds Out How Cheap It Is

Summary Nutrien has experienced a decline in stock price following the decrease in net earnings and adjusted EBITDA in 2023. Despite the headwinds, Nutrien remains committed to returning value to shareholders through increased dividends and share repurchases. The company anticipates higher fertilizer sales volumes and improved metrics in 2024, supported by strong potash demand and positive market conditions. Read the full article on Seeking Alpha
Seeking Alpha • Feb 13

Ho Ho Ho Green Giant: Nutrien Ltd. And CF Industries Holdings

Summary Soft commodities are bottoming at higher lows, leading to increased food prices. Nutrien is the largest global retailer of fertilizer and has been expanding through acquisitions. CF Industries Holdings is adjusting its business strategy and has significant cash to buy stock at depressed prices. A technical EW view of these fertilizer giants. Read the full article on Seeking Alpha
Seeking Alpha • Jan 19

Nutrien: Patience Will Award Shareholders

Summary Nutrien's 2023 results show a decline in gross margin and net profit compared to previous years. The company's guidance for 2023 indicates a need for approximately $2.1-2.2 billion in sustaining capital expenditures (and leases). Nutrien's long-term outlook suggests a normalized EBITDA of $7-7.5 billion per year, providing potential for higher free cash flows. Read the full article on Seeking Alpha

Analyse der Geschäftsführervergütung

Wie hat sich die Vergütung von Ken Seitz im Vergleich zu den Einnahmen von Nutrien verändert?
DatumGesamtvergütungGehaltUnternehmensgewinne
Jun 30 2026n/an/a

US$2b

Mar 31 2026n/an/a

US$2b

Dec 31 2025US$9mUS$876k

US$2b

Sep 30 2025n/an/a

US$2b

Jun 30 2025n/an/a

US$1b

Mar 31 2025n/an/a

US$527m

Dec 31 2024US$8mUS$863k

US$674m

Sep 30 2024n/an/a

US$733m

Jun 30 2024n/an/a

US$790m

Mar 31 2024n/an/a

US$845m

Dec 31 2023US$7mUS$852k

US$1b

Sep 30 2023n/an/a

US$2b

Jun 30 2023n/an/a

US$4b

Mar 31 2023n/an/a

US$7b

Dec 31 2022US$9mUS$829k

US$8b

Sep 30 2022n/an/a

US$8b

Jun 30 2022n/an/a

US$7b

Mar 31 2022n/an/a

US$4b

Dec 31 2021US$4mUS$677k

US$3b

Sep 30 2021n/an/a

US$2b

Jun 30 2021n/an/a

US$964m

Mar 31 2021n/an/a

US$621m

Dec 31 2020US$5mUS$596k

US$459m

Sep 30 2020n/an/a

US$95m

Jun 30 2020n/an/a

US$823m

Mar 31 2020n/an/a

US$916m

Dec 31 2019US$3mUS$137k

US$992m

Vergütung im Vergleich zum Markt: KenDie Gesamtvergütung ($USD9.44M) liegt unter dem Durchschnitt von Unternehmen ähnlicher Größe auf dem Markt US ($USD14.74M).

Entschädigung vs. Einkommen: KenDie Vergütung des Vorstandsvorsitzenden entsprach im vergangenen Jahr der Unternehmensleistung.

Geschäftsführer

Ken Seitz (56 yo)

4.7yrs
Amtszeit
US$9,437,234
Vergütung

Mr. Kenneth A. Seitz, also known as Ken, is Director of The Fertilizer Institute. Mr. Seitz is Chief Executive Officer, Non-Independent Director and President of Nutrien Ltd. from August 8, 2022.He served...

Führungsteam

NamePositionAmtszeitVergütungEigentümerschaft
Kenneth Seitz
President4.7yrsUS$9.44m0.010%
$ 3.7m
Mark Thompson
Executive VP & CFO2.1yrsUS$3.56m0.0079%
$ 3.0m
Noralee Bradley
Executive VP of External Affairs6.7yrsUS$3.25m0.0038%
$ 1.4m
Christopher Reynolds
Executive Vice President of Global Salesless than a yearUS$2.82m0.0022%
$ 833.6k
Jeff Holzman
Vice President of Investor Relationsno datakeine Datenkeine Daten
Andrew Kelemen
Executive VP of Corporate Development & Chief Strategy Officer4.7yrskeine Daten0.0017%
$ 630.8k
Sarah Walters
Executive VP of IT & Chief People Officer2.3yrskeine Datenkeine Daten
Jason Newton
Head Economistno datakeine Datenkeine Daten
Tim Dahlheimer
Senior Vice President of Safetyless than a yearkeine Datenkeine Daten
Trevor Berg
Senior Vice President of Upstreamless than a yearkeine Datenkeine Daten
Kelly Freeman
Senior Vice President of Midstreamless than a yearkeine Datenkeine Daten
Dean Perkins
Senior Vice President of Upstreamless than a yearkeine Daten0.0014%
$ 525.7k
1.4yrs
Durchschnittliche Betriebszugehörigkeit

Erfahrenes Management: NTRDas Führungsteam des Unternehmens gilt nicht als erfahren ( 1.4 Jahre durchschnittliche Betriebszugehörigkeit), was auf ein neues Team schließen lässt.

Vorstandsmitglieder

NamePositionAmtszeitVergütungEigentümerschaft
Kenneth Seitz
President4.1yrsUS$9.44m0.010%
$ 3.7m
Maura Clark
Independent Director8.7yrsUS$300.00k0.0011%
$ 413.0k
Russell Girling
Independent Chairman8.7yrsUS$550.00k0.0029%
$ 1.1m
Rajveer Kushwaha
Independent Director5.3yrsUS$300.00k0.00013%
$ 48.8k
Aaron Regent
Independent Director8.7yrsUS$325.00k0.0080%
$ 3.0m
Keith Martell
Non-Independent Director8.7yrsUS$300.00k0.0012%
$ 458.1k
Michael Hennigan
Independent Director4.3yrsUS$316.21k0.0010%
$ 394.2k
Miranda Hubbs
Independent Director8.7yrsUS$308.79k0.00021%
$ 78.8k
Carolyn Tastad
Independent Directorless than a yearkeine Datenkeine Daten
Christopher Burley
Independent Director8.7yrsUS$325.00k0.0036%
$ 1.3m
Nelson Luiz Silva
Independent Director6.1yrsUS$300.00k0.00017%
$ 63.8k
Consuelo Madere
Independent Director8.7yrsUS$325.00k0.0014%
$ 518.2k
8.7yrs
Durchschnittliche Betriebszugehörigkeit
63.5yo
Durchschnittliches Alter

Erfahrener Vorstand: NTRDie Vorstandsmitglieder gelten als erfahren (8.7 Jahre durchschnittliche Amtszeit).

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/09/11 05:14
Aktienkurs zum Tagesende2026/09/11 00:00
Gewinne2026/06/30
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.

Erfahren Sie mehr über das , das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Nutrien Ltd. wird von 51 Analysten beobachtet. 16 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Harriet LiAccountability Research Corporation
Keith CarpenterATB Cormark
Benjamin TheurerBarclays