Nutrien (NYSE:NTR) Price Target Raised to $71.00

Nutrien (NYSE:NTR) had its target price increased by equities researchers at Bank of America from $64.00 to $71.00 in a note issued to investors on Friday,Benzinga reports. The brokerage currently has a “neutral” rating on the stock. Bank of America‘s price target suggests a potential downside of 1.12% from the company’s previous close.

Several other brokerages also recently weighed in on NTR. Royal Bank Of Canada upped their price target on Nutrien from $70.00 to $75.00 and gave the stock an “outperform” rating in a report on Tuesday, January 20th. Scotiabank upped their target price on shares of Nutrien from $63.00 to $70.00 and gave the stock a “sector perform” rating in a research note on Monday, February 2nd. Morgan Stanley upgraded shares of Nutrien from an “equal weight” rating to an “overweight” rating and lifted their price target for the stock from $70.00 to $77.00 in a research note on Wednesday, January 14th. Oppenheimer reiterated an “outperform” rating on shares of Nutrien in a report on Tuesday, January 27th. Finally, TD Securities restated a “buy” rating on shares of Nutrien in a report on Tuesday. Two equities research analysts have rated the stock with a Strong Buy rating, five have assigned a Buy rating, ten have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company has an average rating of “Hold” and an average price target of $66.94.

Nutrien Trading Up 2.2%

Shares of NTR stock opened at $71.80 on Friday. Nutrien has a fifty-two week low of $45.78 and a fifty-two week high of $73.55. The company has a 50 day moving average price of $66.06 and a 200 day moving average price of $60.57. The stock has a market capitalization of $34.57 billion, a P/E ratio of 15.41 and a beta of 0.73. The company has a debt-to-equity ratio of 0.39, a quick ratio of 0.89 and a current ratio of 1.41.

Nutrien (NYSE:NTR) last issued its quarterly earnings results on Wednesday, February 18th. The company reported $0.83 EPS for the quarter, missing the consensus estimate of $0.87 by ($0.04). The business had revenue of $5.12 billion during the quarter, compared to analysts’ expectations of $5.26 billion. Nutrien had a net margin of 8.43% and a return on equity of 8.46%. The business’s quarterly revenue was up 5.1% on a year-over-year basis. During the same period in the prior year, the business earned $0.31 EPS. Equities research analysts predict that Nutrien will post 3.72 EPS for the current fiscal year.

Institutional Inflows and Outflows

A number of hedge funds have recently added to or reduced their stakes in the company. Wellington Management Group LLP boosted its holdings in shares of 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 acquiring an additional 13,313,817 shares during the period. Norges Bank purchased a new stake in Nutrien in the 2nd quarter valued at $395,842,000. Arrowstreet Capital Limited Partnership boosted its stake in Nutrien by 48.5% during the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 11,944,730 shares of the company’s stock worth $696,058,000 after purchasing an additional 3,900,755 shares during the period. Boston Partners purchased a new position in Nutrien during the 2nd quarter worth $150,416,000. Finally, First Eagle Investment Management LLC grew its position in Nutrien by 14.0% during the 2nd quarter. First Eagle Investment Management LLC now owns 13,268,229 shares of the company’s stock worth $772,742,000 after purchasing an additional 1,627,328 shares during the last quarter. Hedge funds and other institutional investors own 63.10% of the company’s stock.

More Nutrien News

Here are the key news stories impacting Nutrien this week:

• Positive Sentiment: Management expects stronger global potash demand in 2026, which should support volumes and pricing for Nutrien’s potash segment and bolster earnings outlook. Nutrien expects higher potash demand despite tough conditions for farmers
• Positive Sentiment: The Board raised the quarterly dividend to US$0.55 and authorized a new share repurchase program (up to ~5% of outstanding shares), increasing cash return to shareholders — a clear positive for yield‑seeking investors. Nutrien Increases Quarterly Dividend and Announces Intent to Launch a New Share Repurchase Program
• Positive Sentiment: Adjusted EBITDA and net earnings remained solid (adjusted EBITDA ~$1.28B; net earnings $580M), reflecting profitable performance across segments and cost/capex discipline noted by management. That underpins mid‑cycle cash generation. Nutrien Reports Full-Year 2025 Results and Provides 2026 Guidance
• Positive Sentiment: Barclays raised its price target to $70 (equal‑weight), signaling some analyst confidence in valuation upside despite the earnings miss. Barclays Increases Nutrien (NYSE:NTR) Price Target to $70.00
• Neutral Sentiment: Full Q4 earnings materials, slide deck and call transcripts are available for deeper review; helpful for investors assessing segment details and 2026 guidance assumptions. Q4 slide deck / press release
• Neutral Sentiment: Earnings call transcripts and presentations provide management commentary on farmer economics and inventory dynamics — useful but will require modeling to quantify 2026 upside vs. weather/farm income risks. Nutrien Q4 2025 Earnings Call Transcript
• Negative Sentiment: Reported adjusted EPS of $0.83 and revenue of $5.12B missed consensus (EPS ~$0.87; revenue ~$5.26B), which pressured the stock and raises short‑term uncertainty on earnings momentum. Nutrien Q4 results and analyst comparisons
• Negative Sentiment: Market reaction was negative after the print — several outlets reported share weakness following the mixed quarter and the EPS/revenue miss. Short‑term headwinds may persist until 2026 demand gains are visibly translating into sales. Nutrien Ltd. (NTR) Stock Falls on Q4 2025 Earnings

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.