Nutrien
About: Created in 2018 as a result of the merger between PotashCorp and Agrium, Nutrien is the world's largest fertilizer producer by capacity. Nutrien produces the three main crop nutrients—nitrogen, potash, and phosphate—although its main focus is potash, where it is the global leader in installed capacity with a roughly 20% market share. The company is also the largest agricultural retailer in North America and Australia, selling fertilizers, crop chemicals, seeds, and services directly to farm customers through its brick-and-mortar stores and online platforms.
Employees: 25,500
0
Funds holding %
of 7,245 funds
0
Analysts bullish %
of 9 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
38% more first-time investments, than exits
New positions opened: 88 | Existing positions closed: 64
16% more call options, than puts
Call options by funds: $318M | Put options by funds: $275M
14% more funds holding in top 10
Funds holding in top 10: 14 [Q4 2024] → 16 (+2) [Q1 2025]
12% more repeat investments, than reductions
Existing positions increased: 213 | Existing positions reduced: 191
4.38% more ownership
Funds ownership: 63.99% [Q4 2024] → 68.37% (+4.38%) [Q1 2025]
2% more funds holding
Funds holding: 580 [Q4 2024] → 591 (+11) [Q1 2025]
12% less capital invested
Capital invested by funds: $19B [Q4 2024] → $16.7B (-$2.33B) [Q1 2025]
Research analyst outlook
9 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$56
5%
downside
Avg. target
$62
4%
upside
High target
$66
12%
upside
9 analyst ratings
4 positive
44%
4 neutral
44%
1 negative
11%
Barclays Benjamin Theurer | 4%upside $61 | Equal-Weight Maintained | 14 May 2025 |
B of A Securities Steve Byrne | 7%upside $63 | Buy Maintained | 14 May 2025 |
Scotiabank Ben Isaacson | 5%upside $62 | Sector Perform Downgraded | 14 May 2025 |
Oppenheimer Kristen Owen | 7%upside $63 | Outperform Maintained | 13 May 2025 |
Wells Fargo Richard Garchitorena | 0%upside $59 | Equal-Weight Maintained | 12 May 2025 |
Financial journalist opinion
Based on 15 articles about NTR published over the past 30 days
Neutral
Seeking Alpha
6 days ago
Nutrien Ltd. (NTR) BMO 2025 Farm to Market Conference (Transcript)
Nutrien Ltd. (NYSE:NTR ) BMO 2025 Farm to Market Conference May 15, 2025 11:00 AM ET Company Participants Mark Thompson - EVP, Chief Commercial Officer & CFO Conference Call Participants Joel Jackson - BMO Capital Markets Joel Jackson All right.
Negative
Zacks Investment Research
1 week ago
Nutrien's Earnings and Revenues Lag Estimates in Q1, Down Y/Y
NTR's Q1 net earnings and adjusted EBITDA fall due to lower potash net selling prices in North America, higher phosphate expenses and reduced retail earnings.
Neutral
Business Wire
1 week ago
Nutrien Announces Mark Thompson as a Speaker at the BMO Farm to Market Conference
SASKATOON, Saskatchewan--(BUSINESS WIRE)--Nutrien Ltd. (TSX and NYSE: NTR) announced today that Mr. Mark Thompson, Nutrien's Executive Vice President and Chief Financial Officer, will be speaking at the BMO Farm to Market Conference on Thursday, May 15 at 11:00am EDT. The fireside chat will be video cast and available on the Company's website at https://www.nutrien.com/investors/events About Nutrien Nutrien is a leading global provider of crop inputs and services. We operate a world-class netwo.
Neutral
Seeking Alpha
1 week ago
Nutrien Ltd. (NTR) Q1 2025 Earnings Conference Call Transcript
Nutrien Ltd. (NYSE:NTR ) Q1 2025 Earnings Conference Call May 8, 2025 10:00 AM ET Company Participants Jeff Holzman - VP, IR Ken Seitz - President, CEO & Director Mark Thompson - EVP, Chief Commercial Officer & CFO Jeff Tarsi - SVP, Retail North America Jason Newton - Head Economist Chris Reynolds - EVP and Chief Commercial Officer Conference Call Participants Joel Jackson - BMO Capital Markets Andrew Wong - RBC Capital Markets Vincent Andrews - Morgan Stanley Richard Garchitorena - Wells Fargo Ben Isaacson - Scotiabank Chris Parkinson - Wolfe Research Steve Byrne - Bank of America Edlain Rodriguez - Mizuho Hamir Patel - CIBC Capital Markets Duffy Fischer - Goldman Sachs Jeffrey Zekauskas - JPMorgan Steve Hansen - Raymond James Ben Theurer - Barclays Lucas Beaumont - UBS Operator Greetings and welcome to Nutrien's 2025 First Quarter Earnings Call.
Negative
Seeking Alpha
1 week ago
Nutrien Q1 2025: A Rough Start, But The Year Isn't Lost
Nutrien Ltd.'s Q1 2025 results missed estimates, with weak performance across segments, but management maintained full-year guidance, expecting demand to pick up in Q2 and Q3. Retail EBITDA fell 40% due to weather delays, while potash and nitrogen segments saw declines despite strong volumes and pricing, respectively. Management emphasized cost discipline, achieving $200 million in savings, completing acquisitions, and repurchasing shares, reflecting confidence in long-term value.
Negative
Seeking Alpha
2 weeks ago
Nutrien Q1 2025 Earnings: Expect More Near-Term Pressure (Rating Downgrade)
Nutrien's Q1 2025 results do not change the long-term thesis, but investors might need to adjust their near-term expectations. Lower net selling prices in conjunction with cost pressures are likely to continue to put pressure on margins in the coming months. Based on current expectations about the rest of 2025, the recent share price rally appears to have been premature.
Neutral
Zacks Investment Research
2 weeks ago
Nutrien (NTR) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates
While the top- and bottom-line numbers for Nutrien (NTR) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Neutral
Business Wire
2 weeks ago
Nutrien Announces Results of 2025 Annual Meeting
SASKATOON, Saskatchewan--(BUSINESS WIRE)--Nutrien Ltd. (TSX and NYSE: NTR) announced today the results of its annual meeting of shareholders held on May 7, 2025 (the “Meeting”). A total of 488,556,988 common shares, representing 74.48% of common shares outstanding, were represented at the Meeting. Results of the matters voted on at the Meeting are set out below. Election of Directors Nutrien's 12 director nominees were elected: Votes For (percent) Votes Against (percent) Christopher M. Burley 9.
Negative
Zacks Investment Research
2 weeks ago
Nutrien (NTR) Q1 Earnings and Revenues Miss Estimates
Nutrien (NTR) came out with quarterly earnings of $0.11 per share, missing the Zacks Consensus Estimate of $0.33 per share. This compares to earnings of $0.46 per share a year ago.
Neutral
Business Wire
2 weeks ago
Nutrien Declares Quarterly Dividend of US$0.545 per Share
SASKATOON, Saskatchewan--(BUSINESS WIRE)--Nutrien Ltd. (TSX and NYSE: NTR) announced today that its Board of Directors has declared a quarterly dividend of US$0.545 per share payable on July 18, 2025, to shareholders of record on June 30, 2025. Registered shareholders who are residents of Canada as reflected in Nutrien's shareholders register, as well as beneficial holders (i.e., shareholders who hold their common shares through a broker or other intermediary) whose intermediary is a participan.
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