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Nutrien Ltd.NYSE:NTR Stock Report

Market Cap US$37.5b
Share Price
n/a
1Y37.8%
7D-1.3%
1D-0.4%
Portfolio Value
​
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Nutrien Ltd.

NYSE:NTR Stock Report

Market Cap: US$37.5b

Nutrien (NTR) Stock Overview

Provides crop inputs and services. More details

NTR fundamental analysis
Snowflake Score
Valuation5/6
Future Growth0/6
Past Performance4/6
Financial Health5/6
Dividends3/6

Rewards

Trading at 20.5% below our estimate of its fair value

Earnings grew by 74.6% over the past year

Trading at good value compared to peers and industry

Risk Analysis

Earnings are forecast to decline by an average of 1.9% per year for the next 3 years

Has a high level of debt


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Nutrien Ltd. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Nutrien
Historical stock prices
Current Share PriceCA$78.45
52 Week HighCA$85.36
52 Week LowCA$53.03
Beta1.08
1 Month Change16.78%
3 Month Change16.02%
1 Year Change37.75%
3 Year Change22.52%
5 Year Change24.43%
Change since IPO43.29%

Recent News & 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

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

Shareholder Returns

NTRUS ChemicalsUS Market
7D-1.3%-3.8%-2.2%
1Y37.8%0.6%13.1%

Return vs Industry: NTR exceeded the US Chemicals industry which returned 0.6% over the past year.

Return vs Market: NTR exceeded the US Market which returned 13.1% over the past year.

Price Volatility

Is NTR's price volatile compared to industry and market?
NTR volatility
NTR Average Weekly Movement4.3%
Chemicals Industry Average Movement5.7%
Market Average Movement6.9%
10% most volatile stocks in US Market15.4%
10% least volatile stocks in US Market2.9%

Stable Share Price: NTR has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: NTR's weekly volatility (4%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
201725,500Ken Seitzwww.nutrien.com

Nutrien Ltd. provides crop inputs and services. The company operates through four segments: Retail, Potash, Nitrogen, and Phosphate. The Retail segment markets crop nutrients, crop protection products, seed, and merchandise, as well as provides agronomic application and financing services and solutions; and produces proprietary products, including proprietary crop nutrient, crop protection, and seed products.

Nutrien Ltd. Fundamentals Summary

How do Nutrien's earnings and revenue compare to its market cap?
NTR fundamental statistics
Market capUS$37.55b
Earnings (TTM)US$2.38b
Revenue (TTM)US$27.29b
15.7x
P/E Ratio
1.4x
P/S Ratio

Is NTR overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
NTR income statement (TTM)
RevenueUS$27.29b
Cost of RevenueUS$18.54b
Gross ProfitUS$8.75b
Other ExpensesUS$6.37b
EarningsUS$2.38b

Last Reported Earnings

Jun 30, 2026

Next Earnings Date

Nov 05, 2026

Earnings per share (EPS)4.99
Gross Margin32.06%
Net Profit Margin8.72%
Debt/Equity Ratio43.9%

How did NTR perform over the long term?

See historical performance and comparison

Dividends

2.8%
Current Dividend Yield
44%
Payout Ratio

Does NTR pay a reliable dividends?

See NTR dividend history and benchmarks
When do you need to buy NTR by to receive an upcoming dividend?
Nutrien dividend dates
Ex Dividend DateSep 29 2026
Dividend Pay DateOct 16 2026
Days until Ex dividend17 days
Days until Dividend pay date34 days

Does NTR pay a reliable dividends?

See NTR dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/09/11 21:45
End of Day Share Price 2026/09/11 00:00
Earnings2026/06/30
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Nutrien Ltd. is covered by 51 analysts. 16 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Harriet LiAccountability Research Corporation
Keith CarpenterATB Cormark
Benjamin TheurerBarclays