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 7,296 funds
0
Analysts bullish %
of 8 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]
13% more repeat investments, than reductions
Existing positions increased: 215 | Existing positions reduced: 190
4.43% more ownership
Funds ownership: 63.99% [Q4 2024] → 68.43% (+4.43%) [Q1 2025]
2% more funds holding
Funds holding: 581 [Q4 2024] → 595 (+14) [Q1 2025]
12% less capital invested
Capital invested by funds: $19B [Q4 2024] → $16.7B (-$2.32B) [Q1 2025]
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$56
11%
downside
Avg. target
$61
3%
downside
High target
$65
3%
upside
8 analyst ratings
3 positive
38%
4 neutral
50%
1 negative
13%
Barclays Benjamin Theurer | 3%downside $61 | Equal-Weight Maintained | 14 May 2025 |
B of A Securities Steve Byrne | 0%upside $63 | Buy Maintained | 14 May 2025 |
Scotiabank Ben Isaacson | 1%downside $62 | Sector Perform Downgraded | 14 May 2025 |
Oppenheimer Kristen Owen | 0%upside $63 | Outperform Maintained | 13 May 2025 |
Wells Fargo Richard Garchitorena | 6%downside $59 | Equal-Weight Maintained | 12 May 2025 |
Financial journalist opinion
Based on 4 articles about NTR published over the past 30 days
Neutral
Business Wire
3 days ago
Nutrien Announces Mark Thompson as a Speaker at the 2025 Wolfe Research Materials of the Future 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 Wolfe Research Materials of the Future Conference on Tuesday, June 17 at 9:10am 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.
Positive
Zacks Investment Research
3 days ago
Nutrien Stock Rises 24% in 3 Months: What's Driving the Rally?
Nutrien rides on fertilizer demand, cost cuts and acquisitions, with shares jumping 23.7% in three months.
Positive
Zacks Investment Research
1 week ago
Nutrien (NTR) Up 10.1% Since Last Earnings Report: Can It Continue?
Nutrien (NTR) reported earnings 30 days ago. What's next for the stock?
Positive
Zacks Investment Research
1 week ago
NTR Stock Hits 52-Week High: What's Driving Its Performance?
Nutrien hits a 52-week high as strong fertilizer demand, cost cuts and strategic growth initiatives drive momentum.
Neutral
Seeking Alpha
1 month 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 month 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 month 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 month 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 month 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
1 month 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.
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