Nutrien Ltd.

Report azionario TSX:NTR

Capitalizzazione di mercato: CA$46.3b

Nutrien Gestione

Criteri Gestione verificati 3/4

Nutrien Il CEO è Ken Seitz, nominato in Jan2022, e ha un mandato di 4.33 anni. la retribuzione annua totale è $ 9.44M, composta da 9.3% di stipendio e 90.7% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.01% delle azioni della società, per un valore di CA$ 4.58M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 1 anni e 8.3 anni.

Informazioni chiave

Ken Seitz

Amministratore delegato

US$9.4m

Compenso totale

Percentuale dello stipendio del CEO9.28%
Mandato del CEO4.3yrs
Proprietà del CEO0.01%
Durata media del management1yrs
Durata media del Consiglio di amministrazione8.3yrs

Aggiornamenti recenti sulla gestione

Recent updates

Aggiornamento della narrazione May 20

NTR: Tighter Fertilizer Markets And DOJ Probe Will Guide Future Returns

Analysts have trimmed the fair value estimate for Nutrien to CA$92.08 from CA$95.15, reflecting slightly lower revenue and margin assumptions, even as recent research points to mixed price target changes across the Street. Analyst Commentary Recent Street research presents a mixed picture, with some firms lifting price targets and ratings while others trim expectations or shift to a more cautious stance.
Aggiornamento della narrazione May 03

NTR: Tighter Fertilizer Markets And DOJ Probe Will Shape Future Returns

The updated analyst price target for Nutrien reflects a small decrease of about CA$0.26. Analysts are balancing slightly softer implied revenue growth and a marginally higher discount rate against firmer profit margin assumptions and a modestly lower future P/E multiple.
Aggiornamento della narrazione Apr 19

NTR: Tighter Fertilizer Markets And DOJ Probe Will Shape Balanced Outlook

The analyst price target for Nutrien has risen by CA$4.18. Analysts attribute this change to updated assumptions for slightly stronger revenue growth, higher profit margins, and a lower future P/E multiple, reflecting the recent wave of higher sector targets and tighter global fertilizer markets.
Aggiornamento della narrazione Apr 04

NTR: Tighter Fertilizer Markets And DOJ Probe Will Pressure Future Returns

Analysts have nudged the fair value estimate for Nutrien higher to CA$95.41. This reflects a modestly lower discount rate, slightly firmer long term margin assumptions, and updated sector P/E comparisons that incorporate a wave of recent price target increases tied to tighter fertilizer markets and higher commodity pricing expectations.
Aggiornamento della narrazione Mar 21

NTR: Higher Fertilizer Pricing And DOJ Probe Will Shape Share Performance

Analysts have lifted the average Nutrien price target by roughly CA$31 to around CA$95, citing stronger fertilizer pricing, higher expected profit margins and support for elevated sector valuation multiples, despite more cautious views on volume growth. Analyst Commentary Recent research on Nutrien largely centers on fertilizer pricing, geopolitical risks and the earnings impact of tighter nitrogen and potash markets.
Aggiornamento della narrazione Mar 07

NTR: Nutrient Pricing, Portfolio Actions And DOJ Probe Will Shape Balanced Outlook

The analyst price target for Nutrien has increased to CA$101.07 from CA$96.56, as analysts factor in firmer nutrient pricing expectations, potential nitrogen upside tied to recent geopolitical events, and company-specific portfolio actions that they view as supportive of earnings stability and cash generation. Analyst Commentary Recent research points to a broadly constructive tone around Nutrien, with multiple firms updating models after the Q4 report and adjusting price targets on the back of nutrient pricing assumptions, portfolio moves, and expected cash generation.
Aggiornamento della narrazione Feb 21

NTR: Firmer Nutrient Pricing And Potash Supply Risks Will Shape Balanced Returns

Our updated fair value estimate for Nutrien edges higher to CA$96.56 from CA$91.99, reflecting a series of analyst price target increases tied to refreshed models after recent results, stronger assumed profit margins, and expectations that nutrient pricing holds firmer for longer, even as some remain cautious about future potash supply. Analyst Commentary Street research on Nutrien has been active, with several firms revisiting their models and adjusting price targets around recent and upcoming quarterly results.
Aggiornamento della narrazione Feb 07

NTR: Reassessed P/E And Farm Headwinds Will Shape Balanced Returns Ahead

Analysts have raised our Nutrien fair value estimate to $91.99 from $88.43, as recent price target increases and rating changes suggest a reassessment of the stock's risk profile, growth outlook, and appropriate future P/E multiple. Analyst Commentary Recent Street research on Nutrien has become more constructive, with several firms increasing price targets or improving ratings while others remain cautious on end market conditions and sector headwinds.
Aggiornamento della narrazione Jan 23

NTR: Higher Fertilizer Pricing And Buybacks Will Support Future Upside

Our analyst price target for Nutrien edges slightly lower to about $112.49 from $113.03, as analysts weigh mixed sector commentary on fertilizer and agriculture markets against recent target adjustments and an updated future P/E assumption of roughly 20.2x. Analyst Commentary Recent Street research on Nutrien reflects mixed sector views but a generally supportive tone on the company, with several bullish analysts adjusting targets and ratings while acknowledging a more cautious backdrop for fertilizers and agriculture.
Aggiornamento della narrazione Jan 09

NTR: Fertilizer Cycle Concerns Will Pressure Shares Despite Recent Buybacks

Narrative Update Analysts have nudged their consolidated price target for Nutrien down by about $2 to $64. This reflects updated views that factor in more cautious fertilizer and agriculture setups, modestly lower assumed revenue growth, a slightly higher profit margin profile, and a reduced future P/E multiple in their models.
Aggiornamento della narrazione Dec 21

NTR Is Expected To Benefit From Potential Upside In Fertilizer Pricing

Analysts have modestly reduced their price target on Nutrien to approximately $113 from about $97, citing a tougher near term backdrop for farmers, slightly lower growth and margin expectations, and a more balanced risk reward profile after the stock's strong run. Analyst Commentary Recent Street research reflects a mixed but generally constructive stance on Nutrien, with several firms trimming price targets modestly while maintaining positive ratings.
Aggiornamento della narrazione Dec 07

NTR: Portfolio Streamlining And Farm Headwinds Will Shape Balanced Returns Ahead

Analysts have modestly reduced their price expectations for Nutrien, trimming the target by a low single digit dollar amount to reflect a tougher near term farm income backdrop, portfolio streamlining impacts, and a more balanced risk reward view despite solid recent execution. Analyst Commentary Street research on Nutrien reflects a constructive long term view, tempered by nearer term caution around farm fundamentals, commodity pricing and the impact of recent portfolio moves.
Aggiornamento della narrazione Nov 23

NTR: Portfolio Streamlining And Asset Sales Will Drive Sector Outperformance Ahead

Nutrien's analyst price target has been modestly reduced by $0.21 to $88.43. Analysts cite ongoing sector headwinds, including weaker crop prices, portfolio adjustments, and a more balanced risk-reward outlook, despite solid recent performance.
Aggiornamento della narrazione Nov 07

NTR: Portfolio Streamlining and Supply Tightness Will Shape Upside Amid Sector Scrutiny

Nutrien’s average analyst price target has edged slightly lower in recent weeks, as analysts weigh a modestly improving profit margin and fair value estimate against easing revenue growth and persistent caution over the agricultural cycle. Analyst Commentary Recent analyst activity around Nutrien highlights both opportunities and challenges for the company as it navigates ongoing market volatility and shifting sector dynamics.
Aggiornamento della narrazione Oct 24

Shifting Market Trends Will Shape Fertilizer Demand Amid Agricultural Cycle Uncertainty

Nutrien's analyst price targets have recently edged lower by $1 to $2 per share, as analysts cite cautious earnings expectations, a more balanced risk-reward profile, and the impact of portfolio adjustments on future performance. Analyst Commentary Recent Street research highlights a divided outlook among analysts covering Nutrien, reflecting both positive and cautionary perspectives as the company navigates its next phase of growth and portfolio transformation.
Aggiornamento della narrazione Oct 09

Global Food Demand And Precision Ag Will Secure Fertilizer Success

Analysts have modestly raised their price target for Nutrien, increasing it by approximately $1.38 to reflect updated earnings projections and evolving outlooks for fertilizer market conditions. Analyst Commentary Recent street research reflects a mixed outlook on Nutrien's growth trajectory, valuation, and near-term execution capacity.
Articolo di analisi Sep 08

With Nutrien Ltd. (TSE:NTR) It Looks Like You'll Get What You Pay For

Nutrien Ltd.'s ( TSE:NTR ) price-to-earnings (or "P/E") ratio of 20.1x might make it look like a sell right now...
Articolo di analisi Aug 08

Nutrien Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Shareholders might have noticed that Nutrien Ltd. ( TSE:NTR ) filed its second-quarter result this time last week. The...
Articolo di analisi Jul 16

Nutrien (TSE:NTR) Has Some Way To Go To Become A Multi-Bagger

What are the early trends we should look for to identify a stock that could multiply in value over the long term? One...
Articolo di analisi Jul 03

A Look At The Fair Value Of Nutrien Ltd. (TSE:NTR)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Nutrien fair value estimate is CA$98.09 Current share price of...
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Nuova narrazione Feb 09

Accelerated Efficiency And Expanded Potash And Nitrogen Output Will Strengthen Future Operations

Accelerated operational efficiency and strategic sales expansion may enhance margins and boost revenue without significant new capital expenditure.

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Ken Seitz rispetto agli utili di Nutrien?
DataCompenso totaleStipendioUtili della società
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

Compensazione vs Mercato: La retribuzione totale di Ken ($USD 9.44M ) è circa la media per le aziende di dimensioni simili nel mercato Canadian ($USD 7.51M ).

Compensazione vs guadagni: La retribuzione di Ken è stata coerente con le performance aziendali dell'ultimo anno.


AMMINISTRATORE DELEGATO

Ken Seitz (55 yo)

4.3yrs
Mandato
US$9,437,234
Compensazione

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...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Kenneth Seitz
President4.3yrsUS$9.44m0.0099%
CA$ 4.6m
Mark Thompson
Executive VP & CFO1.8yrsUS$3.56m0.0075%
CA$ 3.5m
Noralee Bradley
Executive VP of External Affairs6.3yrsUS$3.25m0.0036%
CA$ 1.7m
Christopher Reynolds
Executive Vice President of Global Salesless than a yearUS$2.82m0.0022%
CA$ 1.0m
Jeff Holzman
Vice President of Investor Relationsno dataNessun datoNessun dato
Andrew Kelemen
Executive VP of Corporate Development & Chief Strategy Officer4.3yrsNessun dato0.0017%
CA$ 772.5k
Sarah Walters
Executive VP of IT & Chief People Officer1.9yrsNessun datoNessun dato
Jason Newton
Head Economistno dataNessun datoNessun dato
Tim Dahlheimer
Senior Vice President of Safetyless than a yearNessun datoNessun dato
Trevor Berg
Senior Vice President of Upstreamless than a yearNessun datoNessun dato
Kelly Freeman
Senior Vice President of Midstreamless than a yearNessun datoNessun dato
Dean Perkins
Senior Vice President of Upstreamless than a yearNessun dato0.0014%
CA$ 647.6k
1.0yrs
Durata media

Gestione esperta: Il team dirigenziale di NTR non è considerato esperto (durata media 1 anni), il che suggerisce un nuovo team.


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Kenneth Seitz
President3.8yrsUS$9.44m0.0099%
CA$ 4.6m
Maura Clark
Independent Director8.3yrsUS$300.00k0.0011%
CA$ 504.2k
Russell Girling
Independent Chairman8.3yrsUS$550.00k0.0029%
CA$ 1.3m
Rajveer Kushwaha
Independent Director5yrsUS$300.00k0.00012%
CA$ 55.5k
Aaron Regent
Independent Director8.3yrsUS$325.00k0.0080%
CA$ 3.7m
Keith Martell
Non-Independent Director8.3yrsUS$300.00k0.0012%
CA$ 559.7k
Michael Hennigan
Independent Director4yrsUS$316.21k0.0010%
CA$ 481.1k
Miranda Hubbs
Independent Director8.3yrsUS$308.79k0.00021%
CA$ 97.1k
Carolyn Tastad
Independent Directorno dataNessun datoNessun dato
Christopher Burley
Independent Director8.3yrsUS$325.00k0.0035%
CA$ 1.6m
Nelson Luiz Silva
Independent Director5.8yrsUS$300.00k0.00017%
CA$ 78.6k
Consuelo Madere
Independent Director8.3yrsUS$325.00k0.0014%
CA$ 633.8k
8.3yrs
Durata media
62.5yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di NTR sono considerati esperti (durata media dell'incarico 8.3 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/21 18:02
Prezzo dell'azione a fine giornata2026/05/21 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Nutrien Ltd. è coperta da 52 analisti. 15 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Harriet LiAccountability Research Corporation
Keith CarpenterATB Cormark
Benjamin TheurerBarclays