NTR · NYSE · Agricultural Inputs

Nutrien (NTR)

Produces potash, nitrogen and phosphate while supplying farmers through a three-continent retail network.

$75.17
vs last close+0.63 (+0.85%)
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Nutrien Ltd.NTR
Materials

Produces potash, nitrogen and phosphate and sells crop inputs, seed, financing and agronomic services through a retail network spanning North America, South America and Australia. Four segments combine upstream nutrient production with direct farm distribution.

Combines crop-nutrient production with direct agricultural retail. Retail supplies crop nutrients, crop-protection products, seed, merchandise, financing and agronomic services across North America, South America and Australia.

Potash, Nitrogen and Phosphate form the upstream portfolio, with each segment organized around its nutrient chemistry and supported by freight, transportation and distribution activities. The operating model joins production assets inherited from PotashCorp with the farm-facing network inherited from Agrium.

Management priorities center on simplifying the portfolio, operational excellence and disciplined capital allocation. Results depend on crop acreage and prices, nutrient supply and demand, weather, natural-gas and sulfur availability, transportation capacity, trade restrictions, environmental regulation and geopolitical conditions.

Company facts

CEOKen Seitz
ListedJan 2, 2018
ExchangeNYSE
HeadquartersSaskatoon, SK
CountryCanada
Employees25,100
CIK0001725964
ISINCA67077M1086

Market cap$35.78B
EPS (ttm)$4.94
P/E (ttm)15.09
ROE9.4%
P/B1.38
P/S1.27
Dividend yieldDiv yield2.94%
Beta−0.14vs XLB 0.81

Price target$78.00+4.6%Average of 33 analysts
ConsensusBuy20 of 33 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Sep 10, 2026KeyBancInitiate
Rating:
Rating: Sector Weight
Aug 25, 2026National BankReiterate
Rating: Target: $64
Rating: Sector PerformTarget: $77
Aug 10, 2026BarclaysReiterate
Rating: Target: $85
Rating: OverweightTarget: $78
Jul 28, 2026Exane BNP ParibasUpgrade
Rating:
Rating: Outperform
Jul 28, 2026BNP ParibasTarget
Target:
Target: $80

Next report
Nov 4, 26
in 43 days
EPS estimate
$0.94
Revenue estimate
$5.76B
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$0.31$0.11$2.65$0.97$0.83$0.51$2.61Pending
Estimate$0.37$0.33$2.40$0.93$0.87$0.48$2.70$0.94
Surprise−16.2%−66.7%+10.4%+4.3%−4.6%+6.3%−3.3%

RevenueReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$5.08B$5.10B$10.44B$5.94B$5.12B$5.69B$10.47BPending
Estimate$5.08B$5.15B$10.45B$5.25B$5.43B$5.30B$10.44B$5.76B
Surprise−0.1%−0.9%−0.1%+13.2%−5.6%+7.3%+0.3%
Estimate$0.94
ReportedDue Nov 4, 2026
Estimate$5.76B
ReportedDue Nov 4, 2026
View details

Debt to equity49.10%
Current ratio139.10%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$5.35B$5.08B$5.10B$10.44B$6.01B$5.34B$6.05B$10.81B
Net income$18.0M$113.0M$11.0M$1.22B$464.0M$571.0M$131.0M$1.21B
Net margin0.3%2.2%0.2%11.7%7.7%10.7%2.2%11.2%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$265.0M$471.0M$226.0M$1.78B$877.0M$771.0M$507.0M$1.99B
YoY growthTurned profit+0.9%−46.1%+111.1%+230.9%+63.7%+124.3%+11.6%

Balance sheet, Jun 30, 2026Cash & short-term investments $921.0M · Total debt $12.73B · Total assets $53.56B · Shareholders' equity $25.90B

Revenue
$10.81B
Operating income
$1.99B
Net income
$1.21B
View details

Dividend yield
2.94%
Next ex-date
Sep 29, 26
in 7 days
Annual dividend
$2.19
per share
Schedule
Quarterly
4 payments a year

HistoryDividendAnnual yieldUpcoming

Dec '24Mar '25Jun '25Sep '25Dec '25Mar '26Jun '26Sep '26
Dividend$0.54$0.545$0.545$0.545$0.545$0.55$0.55$0.55
Annual yield4.83%4.36%3.73%3.77%3.53%2.90%3.48%2.92%
Ex-dateDec 31Mar 31Jun 30Sep 29Dec 31Mar 31Jun 30Sep 29
Payment dateJan 17Apr 10Jul 18Oct 17Jan 16Apr 16Jul 17Oct 16
View details

Institutions64.93%311.67M shares
786 holders · as of Jun 30, 2026
Other35.07%168.35M shares
remainder

480.02M company shares as of Sep 13, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
Royal Bank of CanadaInstitution
6.85%32.90Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
3.07%14.74Mas of Jun 30, 2026
Bank of Montreal /Can/Institution
2.87%13.80Mas of Jun 30, 2026
Wellington Management Group LLPInstitution
2.16%10.39Mas of Jun 30, 2026
First Eagle Investment Management, LLCInstitution
2.08%9.97Mas of Jun 30, 2026

Insider tradesForm 4

Nothing filed in the last 12 months.

View details

  • Mosaic

    Direct rival in potash, phosphate and South American crop nutrients

  • CF Industries

    Direct nitrogen-fertilizer rival in ammonia, urea, and UAN

  • ICL

    Overlaps in potash, phosphate fertilizers, and specialty crop nutrition

Compare

CompanyPriceChange
Nutrien$75.17+0.85%$35.78B15.114.31.3+0.3%
Mosaic$24.29+0.91%$7.65B126.726.70.6−6.0%
CF Industries$120.37−2.35%$18.93B9.19.32.4+17.6%
ICL$5.38+0.66%$6.89B22.212.20.9+16.5%
Median22.212.20.9+16.5%