Moore Capital Management LP Takes $8.57 Million Position in Nutrien Ltd. $NTR

Moore Capital Management LP purchased a new position in shares of Nutrien Ltd. (NYSE:NTR) during the second quarter, HoldingsChannel reports. The firm purchased 136,106 shares of the company’s stock, valued at approximately $8,568,000.

Several other large investors have also recently added to or reduced their stakes in the company. Wellington Management Group LLP lifted its position in Nutrien by 440.2% in the fourth quarter. Wellington Management Group LLP now owns 16,338,606 shares of the company’s stock valued at $1,008,713,000 after purchasing an additional 13,313,817 shares during the period. First Eagle Investment Management LLC increased its position in Nutrien by 0.5% during the 4th quarter. First Eagle Investment Management LLC now owns 13,307,283 shares of the company’s stock worth $821,326,000 after purchasing an additional 70,068 shares during the period. Deutsche Bank AG increased its position in Nutrien by 2.0% during the 4th quarter. Deutsche Bank AG now owns 9,798,196 shares of the company’s stock worth $604,745,000 after purchasing an additional 189,683 shares during the period. TD Asset Management Inc raised its stake in shares of Nutrien by 21.2% during the 4th quarter. TD Asset Management Inc now owns 8,928,534 shares of the company’s stock worth $551,821,000 after buying an additional 1,559,673 shares in the last quarter. Finally, Mackenzie Financial Corp raised its stake in shares of Nutrien by 4.4% during the 4th quarter. Mackenzie Financial Corp now owns 7,219,733 shares of the company’s stock worth $450,310,000 after buying an additional 305,458 shares in the last quarter. 63.10% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several research firms have recently commented on NTR. Raymond James Financial raised Nutrien from a “market perform” rating to an “outperform” rating and raised their price target for the company from $74.00 to $90.00 in a report on Tuesday, May 5th. National Bank Financial dropped their price objective on Nutrien from $76.00 to $74.00 and set an “outperform” rating on the stock in a report on Monday, August 10th. TD Securities reiterated a “buy” rating on shares of Nutrien in a research report on Wednesday, May 6th. BNP Paribas Exane raised Nutrien from a “neutral” rating to an “outperform” rating and set a $80.00 target price for the company in a report on Tuesday, July 28th. Finally, Morgan Stanley decreased their target price on shares of Nutrien from $93.00 to $81.00 and set an “overweight” rating on the stock in a research report on Tuesday, July 7th. Seventeen research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, Nutrien presently has an average rating of “Moderate Buy” and an average price target of $81.58.

Key Headlines Impacting Nutrien

Here are the key news stories impacting Nutrien this week:

• Positive Sentiment: Zacks Research raised its FY2027 EPS estimate to $4.38 from $3.66, a substantial improvement that suggests stronger expected profitability. The firm also lifted estimates for Q2 2027, Q4 2027, FY2026, FY2028, Q1 2027, Q3 2027, Q4 2026 and Q2 2028. Collectively, the revisions point to improving longer-term earnings expectations.
• Positive Sentiment: An investor article emphasizes the appeal of not missing another year of Nutrien’s dividend income, which may reinforce the stock’s attraction to income-oriented investors. You’ve Already Missed a Year of Dividends: Here’s Why I Wouldn’t Miss Another
• Neutral Sentiment: Nutrien’s estimated current-year EPS remains below the broader consensus at $4.71 versus $4.95, while FY2027 and FY2028 estimates are $4.38 and $4.23, respectively. This indicates improving expectations but not an across-the-board bullish outlook.
• Negative Sentiment: Zacks Research reduced its Q3 2026 EPS estimate to $0.78 from $0.92 and its Q1 2028 estimate to $0.63 from $0.76. These cuts signal potential near-term earnings pressure and could limit the stock’s upside.

Nutrien Stock Performance

NYSE NTR opened at $73.64 on Monday. The business has a 50 day moving average price of $67.33 and a 200 day moving average price of $70.57. The company has a market capitalization of $35.23 billion, a P/E ratio of 14.91, a PEG ratio of 0.78 and a beta of 0.61. Nutrien Ltd. has a 1-year low of $53.03 and a 1-year high of $85.36. The company has a debt-to-equity ratio of 0.36, a current ratio of 1.39 and a quick ratio of 0.86.

Nutrien (NYSE:NTR) last posted its earnings results on Wednesday, August 5th. The company reported $2.61 EPS for the quarter, missing analysts’ consensus estimates of $2.70 by ($0.09). The firm had revenue of $10.81 billion for the quarter, compared to analysts’ expectations of $10.44 billion. Nutrien had a return on equity of 8.88% and a net margin of 8.44%.The firm’s revenue for the quarter was up 3.6% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $2.65 earnings per share. Sell-side analysts expect that Nutrien Ltd. will post 4.71 EPS for the current fiscal year.

Nutrien Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, October 16th. Stockholders of record on Tuesday, September 29th will be paid a dividend of $0.55 per share. This represents a $2.20 annualized dividend and a dividend yield of 3.0%. The ex-dividend date of this dividend is Tuesday, September 29th. Nutrien’s payout ratio is 44.53%.

About Nutrien

Nutrien Ltd. is a global fertilizer and agricultural-services company headquartered in Saskatoon, Saskatchewan, Canada. The company is publicly traded and operates across the farm input value chain, combining upstream fertilizer production with a broad retail and services platform aimed at supporting crop production worldwide. Nutrien’s business model integrates the manufacture and distribution of crop nutrients with on-the-ground agronomic support for growers and agricultural businesses.

Nutrien produces and supplies the three primary fertilizer nutrients—potash, nitrogen and phosphate—through its wholesale operations, and markets a wide range of crop inputs including seeds and crop protection products.