Nutrien

NTR

Market cap $35.3B

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SASKATOON, Saskatchewan--(BUSINESS WIRE)--Nutrien Ltd. (TSX and NYSE: NTR) announced today plans to release first quarter 2026 results after market close on Wednesday, May 6. Nutrien will host a conference call to discuss its results and outlook at 10:00 a.m. EDT on Thursday, May 7. Investors can access the call by dialing 1-800-990-2777 or 1-416-855-9085 and using conference ID: 89180. A webcast of the call can be accessed by visiting Nutrien's Investor Events and Presentation page. A recordin.

Operating across four different segments in the agricultural space, Nutrien Ltd.

Nutrien Ltd. is deeply undervalued, trading at a cyclical discount despite a robust turnaround and structural transformation. NTR's investment thesis rests on aggressive cost optimization, stable free cash flow, and shareholder-friendly capital returns, with buybacks and a 2.9% dividend yield. North American gas arbitrage positions NTR for explosive margin expansion as global LNG disruptions drive up fertilizer prices, while its competitors face cost pressures.

Nutrien (NTR) reported earnings 30 days ago. What's next for the stock?

Soaring gas prices are the most blunt and visual reminder of the war in Iran, but crude oil isn't the only commodity shipped out of the world's crucial waterway. Fertilizer inputs such as urea, potash, ammonia, and sulfur are produced all over the Persian Gulf, and an estimated 30-35% of all plant nutrients rely on the contested Strait of Hormuz for transit.

Nutrien (NTR) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.

Nutrien stock price has staged a strong comeback, reaching its highest point since September 2022. It jumped to $82, up by 100% from its lowest point during the pandemic, with the rally accelerating amid the ongoing Iran war.

Shares of fertilizer stocks are trading higher Thursday amid concern that the ongoing closure of the Strait of Hormuz will limit exports from key Middle East producers Saudi Arabia and the UAE.

NTR wins TSX nod to repurchase up to 5% of shares, launching buyback on March 3, 2026.