Nutrien (NTR)

• Market cap: $27.4B
• 1 day: -0.41%
• 5 days: -1.47%
• 1 month: -0.39%
• 3 months: -8.86%
• 6 months: 8.3%
• Year to date: 24.73%
• 1 year: 20.43%
• 5 years: 38.36%
• 10 years: 3.16%
• Sector: Materials
• Industry: Agricultural Inputs

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

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

96% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 51

26% more call options, than puts

Call options by funds: $348M | Put options by funds: $276M

15% more capital invested

Capital invested by funds: $16.7B [Q1] → $19.2B (+$2.5B) [Q2]

6% more funds holding

Funds holding: 598 [Q1] → 636 (+38) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 16 [Q1] → 16 (+0) [Q2]

1.16% less ownership

Funds ownership: 68.43% [Q1] → 67.27% (-1.16%) [Q2]

14% less repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 229

Research analyst outlook

10 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $60
• Avg. target: $65
• High target: $72

10 analyst ratings

• positive: 3 30%
• neutral: 7 70%
• negative: 0 0%

TD Securities Michael Tupholme	$72	Buy Maintained	11 Aug 2025
Scotiabank Ben Isaacson	$60	Sector Perform Maintained	11 Aug 2025
JP Morgan Jeffrey Zekauskas	$68	Overweight Upgraded	11 Aug 2025
UBS Eric Beaumont	$63	Neutral Maintained	7 Aug 2025
Wells Fargo Richard Garchitorena	$62	Equal-Weight Maintained	17 Jul 2025