Board Change • May 20
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 7 highly experienced directors. Independent Director Carolyn Tastad was the last director to join the board, commencing their role in 2026. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Declared Dividend • May 20
First quarter dividend of US$0.55 announced Shareholders will receive a dividend of US$0.55. Ex-date: 30th June 2026 Payment date: 17th July 2026 Dividend yield will be 3.3%, which is lower than the industry average of 6.1%. Sustainability & Growth Dividend is well covered by both earnings (44% earnings payout ratio) and cash flows (48% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 8 years and payments have been stable during that time. EPS is expected to decline by 15% over the next 3 years. However, it would need to fall by 51% to increase the payout ratio to a potentially unsustainable range. Annonce • Apr 10
Nutrien Ltd. to Report Q1, 2026 Results on May 06, 2026 Nutrien Ltd. announced that they will report Q1, 2026 results After-Market on May 06, 2026 Annonce • Feb 23
Nutrien Ltd., Annual General Meeting, May 06, 2026 Nutrien Ltd., Annual General Meeting, May 06, 2026. Annonce • Jan 21
Nutrien Ltd. to Report Q4, 2025 Results on Feb 18, 2026 Nutrien Ltd. announced that they will report Q4, 2025 results After-Market on Feb 18, 2026 Annonce • Dec 12
Adecoagro S.A. (NYSE:AGRO) completed the acquisition of 50% stake in PROFERTIL S.A. from Nutrien Ltd. (TSX:NTR). Adecoagro S.A. (NYSE:AGRO) signed an agreement to acquire 50% stake in PROFERTIL S.A. from Nutrien Ltd. (TSX:NTR) for approximately $600 million on September 8, 2025. The transaction is subject to customary closing conditions and is expected to be completed before the end of 2025.
Rabo Trading Argentina SA acted as financial advisor for Adecoagro S.A. BofA Securities, Inc. acted as financial advisor for Nutrien Ltd.
Adecoagro S.A. (NYSE:AGRO) completed the acquisition of 50% stake in PROFERTIL S.A. from Nutrien Ltd. (TSX:NTR) on December 10, 2025. Annonce • Oct 07
Nutrien Ltd. to Report Q3, 2025 Results on Nov 05, 2025 Nutrien Ltd. announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Nov 05, 2025 Annonce • Sep 09
Adecoagro S.A. (NYSE:AGRO) signed an agreement to acquire 50% stake in PROFERTIL S.A. from Nutrien Ltd. (TSX:NTR) for approximately $600 million. Adecoagro S.A. (NYSE:AGRO) signed an agreement to acquire 50% stake in PROFERTIL S.A. from Nutrien Ltd. (TSX:NTR) for approximately $600 million on September 8, 2025. The transaction is subject to customary closing conditions and is expected to be completed before the end of 2025.
Rabo Trading Argentina SA acted as financial advisor for Adecoagro S.A. BofA Securities, Inc. acted as financial advisor for Nutrien Ltd. Annonce • Jul 10
Nutrien Ltd. to Report Q2, 2025 Results on Aug 06, 2025 Nutrien Ltd. announced that they will report Q2, 2025 results After-Market on Aug 06, 2025 Annonce • Apr 16
Nutrien Ltd. to Report Q1, 2025 Results on May 07, 2025 Nutrien Ltd. announced that they will report Q1, 2025 results After-Market on May 07, 2025 Annonce • Feb 24
Nutrien Ltd., Annual General Meeting, May 07, 2025 Nutrien Ltd., Annual General Meeting, May 07, 2025. Annonce • Feb 21
Nutrien Ltd. Provides Sales Volume Guidance for the Year 2024 Nutrien Ltd. provided sales volume guidance for the year 2024. For the year, the company expects Potash sales volume guidance of 13.6 to 14.4 million tonnes is consistent with the global shipments outlook and accounts for some uncertainty regarding the possible imposition and related impact of US tariffs, as well as global supply availability. Nitrogen sales volume guidance of 10.7 to 11.2 million tonnes assumes continued reliability improvements and higher operating rates at the North American plants. Phosphate sales volume guidance of 2.35 to 2.55 million tonnes assumes lower production at the White Springs facility in the first half of 2025 and improved operating rates in the second half compared to the prior year. Annonce • Feb 20
Nutrien Ltd. Declares Quarterly Dividend, Payable on April 10, 2025 Nutrien Ltd. announced that its Board of Directors declared a quarterly dividend of USD 0.545 per share payable on April 10, 2025 to shareholders of record on March 31, 2025. This represents an approximately 1% increase from the prior dividend declared on November 6, 2024 and equates to an annualized dividend of USD 2.18 per share. Annonce • Jan 31
Nutrien Ltd. to Report Q4, 2024 Results on Feb 19, 2025 Nutrien Ltd. announced that they will report Q4, 2024 results After-Market on Feb 19, 2025 Declared Dividend • Dec 30
Third quarter dividend of US$0.54 announced Shareholders will receive a dividend of US$0.54. Ex-date: 31st December 2024 Payment date: 17th January 2025 Dividend yield will be 4.8%, which is lower than the industry average of 6.1%. Sustainability & Growth Dividend is not covered by earnings (145% earnings payout ratio). However, it is well covered by cash flows (46% cash payout ratio). The dividend has increased by an average of 4.4% per year over the past 7 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 61% to bring the payout ratio under control. EPS is expected to grow by 96% over the next 3 years, which is sufficient to bring the dividend into a sustainable range. Annonce • Nov 12
Jarden Reportedly Tapped for Incitec Pivot Fertiliser Sale Incitec Pivot Limited (ASX:IPL)'s freshly appointed management has brought in a new investment bank to handle the sale of the distribution arm of its fertiliser business as looks to clear the decks and focus on its future as a mining explosives play. The move to break up the fertiliser unit and sell off the distribution arm was first flagged by DataRoom and announced when the company delivered its annual result on 11 November 2024. It came as the company wiped $941 million off the valuation of the Australian Incitec Pivot fertiliser division. The bank being added to the ticket is Jarden. The move comes as new boss Mauro Neves de Moraes takes over. UBS and Macquarie Capital have previously made efforts to sell the fertiliser business and Macquarie still has a role. This time, though, it appears that the group is motivated to move it off its books and look to a future focused on its more successful commercial explosives operation Dyno Nobel, so it is expected to take a realistic approach to price. Former Incitec Pivot management held out for top dollar when trying to sell its fertiliser unit twice before, and opposed a business break-up. Most buyers were keen to buy the distribution arm and few were interested in taking on the more problematic manufacturing operation. But now, with distribution available separately, the sale process is likely to involve plenty of competitive tension. Australian listed trade buyers like Elders Limited (ASX:ELD) and Ridley Corporation Limited (ASX:RIC) and global strategics like The Mosaic Company (NYSE:MOS), CF Industries Holdings, Inc. (NYSE:CF) and Nutrien Ltd. (TSX:NTR), which has a major Australian presence, will be going head to head with private equity firms like Pacific Equity Partners and BGH Capital, which have been sounded out by investment bankers in recent months. It's clear the market is in favour of the decision, with shares closing higher, despite a thumping $311 million loss and an overall $1 billion writedown to the fertiliser unit. The writedown included $100m for its US operations Most of the rest was linked to the Australian manufacturing operations. The sale process will get going in earnest early next year. The book value is now $414.3 million, compared to more than $1 billion in the past. Private equity in the past has put forward offers of less than $500 million for the fertiliser business, but that was when manufacturing was also part of the picture, although they will be still keen to snap up the operation at an opportunistic price. Reported Earnings • Nov 08
Third quarter 2024 earnings released: EPS: US$0.036 (vs US$0.15 in 3Q 2023) Third quarter 2024 results: EPS: US$0.036 (down from US$0.15 in 3Q 2023). Revenue: US$5.09b (down 5.3% from 3Q 2023). Net income: US$18.0m (down 76% from 3Q 2023). Profit margin: 0.4% (down from 1.4% in 3Q 2023). Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings. Annonce • Oct 11
Nutrien Ltd. to Report Q3, 2024 Results on Nov 06, 2024 Nutrien Ltd. announced that they will report Q3, 2024 results After-Market on Nov 06, 2024 Upcoming Dividend • Sep 20
Upcoming dividend of US$0.54 per share Eligible shareholders must have bought the stock before 27 September 2024. Payment date: 18 October 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 4.5%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (5.0%). Declared Dividend • Aug 12
Second quarter dividend of US$0.54 announced Shareholders will receive a dividend of US$0.54. Ex-date: 27th September 2024 Payment date: 18th October 2024 Dividend yield will be 4.8%, which is lower than the industry average of 6.1%. Sustainability & Growth Dividend is not covered by earnings (134% earnings payout ratio). However, it is well covered by cash flows (40% cash payout ratio). The dividend has increased by an average of 5.1% per year over the past 6 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 49% to bring the payout ratio under control. EPS is expected to grow by 62% over the next 3 years, which is sufficient to bring the dividend into a sustainable range. Annonce • Aug 08
Nutrien Ltd. Announces Chief Financial Officer Changes Nutrien Ltd. announces the appointment of Mark Thompson as Chief Financial Officer, effective August 26, 2024. In alignment with Nutrien's succession plan, Mr. Thompson succeeds Pedro Farah, who will remain with Nutrien in an advisory capacity until his departure on December 31, 2024. Mr. Thompson has been with the Company since 2011, currently serving as Executive Vice President and Chief Commercial Officer. Prior to his current position he held numerous executive and senior leadership roles across the company, including Chief Strategy & Sustainability Officer, Chief Corporate Development & Strategy Officer, and Vice President of Business Development for Nutrien’s Retail business. He earned his Bachelor of Commerce (Finance) and Bachelor of Arts degrees from the University of Saskatchewan and holds the Chartered Financial Analyst (CFA) designation. Reported Earnings • Aug 08
Second quarter 2024 earnings released: EPS: US$0.78 (vs US$0.89 in 2Q 2023) Second quarter 2024 results: EPS: US$0.78 (down from US$0.89 in 2Q 2023). Revenue: US$9.92b (down 13% from 2Q 2023). Net income: US$385.0m (down 13% from 2Q 2023). Profit margin: 3.9% (in line with 2Q 2023). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings. Annonce • Aug 08
Nutrien Ltd. Announces the Appointment of Mark Thompson as Executive Vice President, Effective August 26, 2024 Nutrien Ltd. announced the appointment of Mark Thompson as Executive Vice President, effective August 26, 2024. Mr. Thompson has been with the Company since 2011, currently serving as Executive Vice President and Chief Commercial Officer. Prior to his current position he held numerous executive and senior leadership roles across the company, including Chief Strategy & Sustainability Officer, Chief Corporate Development & Strategy Officer, and Vice President of Business Development for Nutrien’s Retail business. He earned his Bachelor of Commerce (Finance) and Bachelor of Arts degrees from the University of Saskatchewan and holds the Chartered Financial Analyst (CFA) designation. Upcoming Dividend • Jun 21
Upcoming dividend of US$0.54 per share Eligible shareholders must have bought the stock before 28 June 2024. Payment date: 19 July 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 4.2%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (5.2%). Annonce • Jun 18
Nutrien Ltd. to Report Q2, 2024 Results on Aug 07, 2024 Nutrien Ltd. announced that they will report Q2, 2024 results on Aug 07, 2024 Buy Or Sell Opportunity • Jun 06
Now 21% undervalued Over the last 90 days, the stock has risen 5.3% to €51.38. The fair value is estimated to be €65.26, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.5% over the last 3 years. Earnings per share has grown by 8.6%. For the next 3 years, revenue is forecast to grow by 1.9% per annum. Earnings are also forecast to grow by 17% per annum over the same time period. Declared Dividend • May 13
First quarter dividend of US$0.54 announced Shareholders will receive a dividend of US$0.54. Ex-date: 28th June 2024 Payment date: 19th July 2024 Dividend yield will be 3.7%, which is lower than the industry average of 6.1%. Sustainability & Growth Dividend is not covered by earnings (125% earnings payout ratio). However, it is well covered by cash flows (37% cash payout ratio). The dividend has increased by an average of 5.1% per year over the past 6 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 39% to bring the payout ratio under control. EPS is expected to grow by 38% over the next 3 years, which should be enough to bring the dividend into a sustainable range. Annonce • May 10
Nutrien Ltd. Approves the Election of Julie A. Lagacy as Director Nutrien Ltd. at its annual meeting of shareholders held on May 8, 2024 approved the election of Julie A. Lagacy as Director. Reported Earnings • May 09
First quarter 2024 earnings released: EPS: US$0.32 (vs US$1.14 in 1Q 2023) First quarter 2024 results: EPS: US$0.32 (down from US$1.14 in 1Q 2023). Revenue: US$5.15b (down 13% from 1Q 2023). Net income: US$158.0m (down 72% from 1Q 2023). Profit margin: 3.1% (down from 9.7% in 1Q 2023). Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth. Annonce • May 09
Nutrien Ltd. Declares Quarterly Dividend, Payable on July 19, 2024 Nutrien Ltd. announced that its Board of Directors has declared a quarterly dividend of USD 0.54 per share payable on July 19, 2024, to shareholders of record on June 28, 2024. Buy Or Sell Opportunity • May 02
Now 20% undervalued Over the last 90 days, the stock has risen 3.0% to €49.47. The fair value is estimated to be €62.04, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 32%. For the next 3 years, revenue is forecast to grow by 1.6% per annum. Earnings are also forecast to grow by 19% per annum over the same time period. Annonce • Apr 15
Nutrien Reportedly Seeks an Exit from its Retail Assets in Argentina, Chile and Uruguay Canadian fertiliser giant Nutrien Ltd. (TSX:NTR) is seeking an exit from its retail assets in Argentina, Chile and Uruguay, Reuters reported citing a statement from the company. The move is said to be aimed at simplifying the company’s business and concentrating on key markets, such as Brazil. Annonce • Apr 11
Nutrien Ltd. to Report Q1, 2024 Results on May 08, 2024 Nutrien Ltd. announced that they will report Q1, 2024 results After-Market on May 08, 2024 Upcoming Dividend • Mar 20
Upcoming dividend of US$0.54 per share Eligible shareholders must have bought the stock before 27 March 2024. Payment date: 11 April 2024. Payout ratio is on the higher end at 84%, however this is supported by cash flows. Trailing yield: 4.1%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (5.0%). Buy Or Sell Opportunity • Mar 04
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 4.7% to €47.30. The fair value is estimated to be €59.44, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 32%. For the next 3 years, revenue is forecast to grow by 1.2% per annum. Earnings are also forecast to grow by 8.7% per annum over the same time period. Declared Dividend • Mar 04
Fourth quarter dividend of US$0.54 announced Shareholders will receive a dividend of US$0.54. Ex-date: 27th March 2024 Payment date: 11th April 2024 Dividend yield will be 4.2%, which is lower than the industry average of 6.1%. Sustainability & Growth Dividend is covered by both earnings (84% earnings payout ratio) and cash flows (45% cash payout ratio). The dividend has increased by an average of 5.1% per year over the past 6 years and payments have been stable during that time. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Annonce • Feb 24
Nutrien Ltd., Annual General Meeting, May 08, 2024 Nutrien Ltd., Annual General Meeting, May 08, 2024. Reported Earnings • Feb 22
Full year 2023 earnings released: EPS: US$2.53 (vs US$14.23 in FY 2022) Full year 2023 results: EPS: US$2.53 (down from US$14.23 in FY 2022). Revenue: US$28.1b (down 24% from FY 2022). Net income: US$1.26b (down 84% from FY 2022). Profit margin: 4.5% (down from 21% in FY 2022). Revenue is forecast to stay flat during the next 3 years compared to a 2.7% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has remained flat, which means it is significantly lagging earnings. Annonce • Feb 22
Nutrien Ltd. Declares Quarterly Dividend, Payable on April 11, 2024 Nutrien Ltd. announced that its Board of Directors declared a quarterly dividend of USD 0.54 per share payable on April 11, 2024, to shareholders of record on March 28, 2024. This represents an approximately 2% increase from the prior dividend declared on November 1, 2023 and equates to an annualized dividend of USD 2.16 per share. Annonce • Jan 24
Nutrien Ltd. to Report Q4, 2023 Results on Feb 21, 2024 Nutrien Ltd. announced that they will report Q4, 2023 results After-Market on Feb 21, 2024 Upcoming Dividend • Dec 21
Upcoming dividend of US$0.53 per share at 3.8% yield Eligible shareholders must have bought the stock before 28 December 2023. Payment date: 12 January 2024. Payout ratio is a comfortable 47% and this is well supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (5.7%). Reported Earnings • Nov 02
Third quarter 2023 earnings released: EPS: US$0.15 (vs US$2.95 in 3Q 2022) Third quarter 2023 results: EPS: US$0.15 (down from US$2.95 in 3Q 2022). Revenue: US$5.37b (down 33% from 3Q 2022). Net income: US$75.0m (down 95% from 3Q 2022). Profit margin: 1.4% (down from 20% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 3 years compared to a 3.1% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth. Annonce • Nov 02
Nutrien Ltd. Declares Quarterly Dividend, Payable on January 12, 2024 Nutrien Ltd. announced that its Board of Directors has declared a quarterly dividend of USD 0.53 per share payable on January 12, 2024, to shareholders of record on December 29, 2023. Annonce • Oct 06
Nutrien Ltd. to Report Q3, 2023 Results on Nov 01, 2023 Nutrien Ltd. announced that they will report Q3, 2023 results After-Market on Nov 01, 2023 Upcoming Dividend • Sep 21
Upcoming dividend of US$0.53 per share at 3.4% yield Eligible shareholders must have bought the stock before 28 September 2023. Payment date: 13 October 2023. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (5.9%). New Risk • Aug 04
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 11% Last year net profit margin: 20% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 14% per year for the foreseeable future. Minor Risks High level of debt (46% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (11% net profit margin). Reported Earnings • Aug 03
Second quarter 2023 earnings released: EPS: US$0.89 (vs US$6.53 in 2Q 2022) Second quarter 2023 results: EPS: US$0.89 (down from US$6.53 in 2Q 2022). Revenue: US$11.4b (down 20% from 2Q 2022). Net income: US$440.0m (down 88% from 2Q 2022). Profit margin: 3.9% (down from 25% in 2Q 2022). The decrease in margin was primarily driven by lower revenue. Revenue is expected to decline by 2.5% p.a. on average during the next 3 years, while revenues in the Chemicals industry in Germany are expected to grow by 1.8%. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth. Annonce • Aug 03
Nutrien Ltd. Declares Quarterly Dividend, Payable on October 13, 2023 Nutrien Ltd. announced that its Board of Directors has declared a quarterly dividend of USD 0.53 per share payable on October 13, 2023, to shareholders of record on September 29, 2023. Annonce • Jun 29
Nutrien Ltd. to Report Q2, 2023 Results on Aug 02, 2023 Nutrien Ltd. announced that they will report Q2, 2023 results After-Market on Aug 02, 2023 Upcoming Dividend • Jun 22
Upcoming dividend of US$0.53 per share at 3.5% yield Eligible shareholders must have bought the stock before 29 June 2023. Payment date: 14 July 2023. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (6.3%). Buying Opportunity • May 31
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 31%. The fair value is estimated to be €64.09, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 88%. For the next 3 years, revenue is forecast to grow by 0.7% per annum. Earnings is forecast to decline by 13% per annum over the same time period. Recent Insider Transactions • May 26
Non-Independent Director recently bought €68k worth of stock On the 24th of May, Keith Martell bought around 1k shares on-market at roughly €54.19 per share. This transaction amounted to 69% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth €270k. Insiders have collectively bought €1.3m more in shares than they have sold in the last 12 months. Recent Insider Transactions • May 18
Executive VP & CFO recently bought €270k worth of stock On the 12th of May, Pedro Farah bought around 5k shares on-market at roughly €54.59 per share. This transaction amounted to 19% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Pedro's only on-market trade for the last 12 months. Reported Earnings • May 11
First quarter 2023 earnings released: EPS: US$1.14 (vs US$2.49 in 1Q 2022) First quarter 2023 results: EPS: US$1.14 (down from US$2.49 in 1Q 2022). Revenue: US$5.91b (down 21% from 1Q 2022). Net income: US$571.0m (down 59% from 1Q 2022). Profit margin: 9.7% (down from 19% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 1.4% p.a. on average during the next 3 years, while revenues in the Chemicals industry in Germany are expected to grow by 3.3%. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth. Recent Insider Transactions • Mar 15
Insider recently bought €73k worth of stock On the 10th of March, Andy Kelemen bought around 1k shares on-market at roughly €73.10 per share. This transaction amounted to 28% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €412k more in shares than they have sold in the last 12 months. Annonce • Feb 18
Nutrien Ltd., Annual General Meeting, May 10, 2023 Nutrien Ltd., Annual General Meeting, May 10, 2023. Reported Earnings • Feb 17
Full year 2022 earnings released: EPS: US$14.23 (vs US$5.54 in FY 2021) Full year 2022 results: EPS: US$14.23 (up from US$5.54 in FY 2021). Revenue: US$37.0b (up 38% from FY 2021). Net income: US$7.66b (up 143% from FY 2021). Profit margin: 21% (up from 12% in FY 2021). The increase in margin was driven by higher revenue. Revenue is expected to decline by 5.7% p.a. on average during the next 3 years, while revenues in the Chemicals industry in Germany are expected to grow by 1.5%. Over the last 3 years on average, earnings per share has increased by 93% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth. Annonce • Feb 16
Nutrien Ltd. Declares Quarterly Dividend, Payable on April 13, 2023 Nutrien Ltd. announced that its Board of Directors declared a quarterly dividend of $0.53 per share, payable on April 13, 2023, to shareholders of record on March 31, 2023. This represents a 10% increase from the prior dividend declared on November 3, 2022 and equates to an annualized dividend of $2.12 per share. Annonce • Jan 19
Nutrien Ltd. to Report Q4, 2022 Results on Feb 15, 2023 Nutrien Ltd. announced that they will report Q4, 2022 results After-Market on Feb 15, 2023 Upcoming Dividend • Dec 22
Upcoming dividend of US$0.48 per share Eligible shareholders must have bought the stock before 29 December 2022. Payment date: 13 January 2023. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (5.7%). Recent Insider Transactions • Nov 16
President recently bought €589k worth of stock On the 9th of November, Kenneth Seitz bought around 8k shares on-market at roughly €75.56 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. This was Kenneth's only on-market trade for the last 12 months. Recent Insider Transactions • Nov 11
President recently bought €589k worth of stock On the 9th of November, Kenneth Seitz bought around 8k shares on-market at roughly €75.56 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. This was Kenneth's only on-market trade for the last 12 months. Reported Earnings • Nov 04
Third quarter 2022 earnings released: EPS: US$2.95 (vs US$1.26 in 3Q 2021) Third quarter 2022 results: EPS: US$2.95 (up from US$1.26 in 3Q 2021). Revenue: US$7.98b (up 38% from 3Q 2021). Net income: US$1.58b (up 120% from 3Q 2021). Profit margin: 20% (up from 12% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to decline by 7.2% p.a. on average during the next 3 years, while revenues in the Chemicals industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 89% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth. Annonce • Oct 08
Nutrien Ltd. to Report Q3, 2022 Results on Nov 02, 2022 Nutrien Ltd. announced that they will report Q3, 2022 results at 4:00 PM, US Eastern Standard Time on Nov 02, 2022 Upcoming Dividend • Sep 21
Upcoming dividend of US$0.48 per share Eligible shareholders must have bought the stock before 28 September 2022. Payment date: 14 October 2022. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (6.1%). Reported Earnings • Aug 05
Second quarter 2022 earnings released: EPS: US$6.53 (vs US$1.94 in 2Q 2021) Second quarter 2022 results: EPS: US$6.53 (up from US$1.94 in 2Q 2021). Revenue: US$14.3b (up 50% from 2Q 2021). Net income: US$3.59b (up 224% from 2Q 2021). Profit margin: 25% (up from 12% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 9.1%, compared to a 3.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 87% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth. Annonce • Aug 05
Nutrien Ltd Declares Quarterly Dividend, Payable on October 14, 2022 Nutrien Ltd. announced that its Board of Directors has declared a quarterly dividend of USD 0.48 per share payable on October 14, 2022, to shareholders of record on September 30, 2022. Annonce • Jul 08
Nutrien Ltd. to Report Q2, 2022 Results on Aug 03, 2022 Nutrien Ltd. announced that they will report Q2, 2022 results After-Market on Aug 03, 2022 Upcoming Dividend • Jun 22
Upcoming dividend of US$0.48 per share Eligible shareholders must have bought the stock before 29 June 2022. Payment date: 15 July 2022. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.4%). Lower than average of industry peers (5.4%). Annonce • May 19
Nutrien Declares Quarterly Dividend, Payable on July 15, 2022 Nutrien Ltd. announced that its Board of Directors has declared a quarterly dividend of USD 0.48 per share payable on July 15, 2022, to shareholders of record on June 30, 2022. Annonce • May 05
Nutrien Ltd. Revises Production Guidance for the Full-Year 2022 Nutrien Ltd. revised production guidance for the full-year 2022. For the year, the company expects Potash sales of 14.5 million tonnes to 15.1 million tonnes against its previous range of 13.7 million tonnes to 14.3 million tonnes. The company expects Nitrogen sales to be in the range of 10.7 million tonnes 11.1 million tonnes against its previous range of 10.8 million tonnes to 11.3 million tonnes. Reported Earnings • May 04
First quarter 2022 earnings released: EPS: US$2.49 (vs US$0.22 in 1Q 2021) First quarter 2022 results: EPS: US$2.49 (up from US$0.22 in 1Q 2021). Revenue: US$7.45b (up 68% from 1Q 2021). Net income: US$1.38b (up US$1.25b from 1Q 2021). Profit margin: 19% (up from 2.9% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 26%, compared to a 8.3% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth. Annonce • Apr 07
Nutrien Ltd. to Report Q1, 2022 Results on May 02, 2022 Nutrien Ltd. announced that they will report Q1, 2022 results After-Market on May 02, 2022 Recent Insider Transactions • Mar 23
Insider recently sold €189k worth of stock On the 21st of March, Raef Sully sold around 2k shares on-market at roughly €94.56 per share. In the last 3 months, they made an even bigger sale worth €984k. Insiders have been net sellers, collectively disposing of €2.9m more than they bought in the last 12 months. Upcoming Dividend • Mar 23
Upcoming dividend of US$0.48 per share Eligible shareholders must have bought the stock before 30 March 2022. Payment date: 14 April 2022. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (3.6%). Lower than average of industry peers (4.8%). Valuation Update With 7 Day Price Move • Mar 04
Investor sentiment improved over the past week After last week's 17% share price gain to €82.00, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 9x in the Chemicals industry in Germany. Total returns to shareholders of 97% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €122 per share. Recent Insider Transactions • Mar 04
Independent Director recently sold €790k worth of stock On the 2nd of March, Christopher Burley sold around 10k shares on-market at roughly €78.97 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €578k more than they bought in the last 12 months. Annonce • Feb 18
Nutrien Ltd., Annual General Meeting, May 17, 2022 Nutrien Ltd., Annual General Meeting, May 17, 2022.