Nutrien (NYSE:NTR) Announces Quarterly Earnings Results, Misses Estimates By $0.09 EPS

Nutrien (NYSE:NTR) released its earnings results on Wednesday. The company reported $2.61 earnings per share for the quarter, missing the consensus estimate of $2.70 by ($0.09), Briefing.com reports. The business had revenue of $10.81 billion for the quarter, compared to analysts’ expectations of $10.44 billion. Nutrien had a net margin of 8.58% and a return on equity of 8.84%. The company’s revenue was up 3.6% compared to the same quarter last year. During the same period last year, the firm earned $2.65 EPS.

Nutrien Stock Down 0.2%

Shares of Nutrien stock traded down $0.16 during midday trading on Thursday, reaching $66.76. 3,009,547 shares of the company’s stock traded hands, compared to its average volume of 3,190,199. The company has a debt-to-equity ratio of 0.35, a quick ratio of 0.59 and a current ratio of 1.24. Nutrien has a 52 week low of $53.03 and a 52 week high of $85.36. The company’s 50 day simple moving average is $66.21 and its 200 day simple moving average is $70.47. The company has a market cap of $31.93 billion, a price-to-earnings ratio of 13.60, a price-to-earnings-growth ratio of 0.67 and a beta of 0.61.

Nutrien Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, October 16th. Stockholders of record on Tuesday, September 29th will be issued a dividend of $0.55 per share. The ex-dividend date is Tuesday, September 29th. This represents a $2.20 dividend on an annualized basis and a dividend yield of 3.3%. Nutrien’s dividend payout ratio (DPR) is currently 44.81%.

Hedge Funds Weigh In On Nutrien

Several institutional investors have recently bought and sold shares of the stock. Wellington Management Group LLP grew 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 acquiring an additional 13,313,817 shares during the period. FIL Ltd boosted its position in Nutrien by 28.9% in the fourth quarter. FIL Ltd now owns 4,099,609 shares of the company’s stock valued at $253,046,000 after buying an additional 918,422 shares in the last quarter. Man Group plc increased its holdings in shares of Nutrien by 5,178.4% during the third quarter. Man Group plc now owns 775,919 shares of the company’s stock worth $45,577,000 after buying an additional 761,219 shares in the last quarter. Boston Partners raised its stake in shares of Nutrien by 25.7% in the third quarter. Boston Partners now owns 3,247,544 shares of the company’s stock valued at $190,663,000 after acquiring an additional 664,855 shares during the last quarter. Finally, Kopernik Global Investors LLC increased its holdings in Nutrien by 38.5% during the 4th quarter. Kopernik Global Investors LLC now owns 1,753,659 shares of the company’s stock valued at $108,236,000 after purchasing an additional 487,059 shares in the last quarter. 63.10% of the stock is currently owned by institutional investors.

Key Stories Impacting Nutrien

Here are the key news stories impacting Nutrien this week:

• Positive Sentiment: Nutrien’s board declared a quarterly dividend of US$0.55 per share, payable October 16 to shareholders of record September 29. The payment supports the stock’s income appeal and represents an annualized yield of approximately 3.3%. Nutrien Declares Quarterly Dividend of US$0.55 per Share
• Positive Sentiment: Second-quarter revenue reached approximately $10.81 billion, up 3.6% year over year and above the $10.44 billion consensus estimate. The company also generated strong operating cash flow and continued investing in its operations, indicating resilience in its core fertilizer businesses. Nutrien Releases Q2 2026 Earnings
• Neutral Sentiment: Analyst price targets remain above the current trading level in many cases, with a reported six-month median target of $82. However, the range is wide, including a $65 target, reflecting differing views on fertilizer pricing and Nutrien’s earnings outlook. Nutrien Price Targets and Institutional Activity
• Negative Sentiment: Nutrien reported quarterly EPS of $2.61, below the $2.70 consensus estimate and down from $2.65 a year earlier. The earnings miss is likely outweighing the revenue beat, particularly as lower sales and higher costs pressured profitability. Nutrien Q2 Earnings Miss Estimates

Wall Street Analyst Weigh In

NTR has been the subject of several research reports. JPMorgan Chase & Co. raised their price target on shares of Nutrien from $78.00 to $80.00 and gave the stock an “overweight” rating in a report on Monday, May 11th. Weiss Ratings upgraded shares of Nutrien from a “hold (c)” rating to a “hold (c+)” rating in a research report on Monday, June 1st. Scotia raised shares of Nutrien from a “sector perform” rating to a “sector outperform” rating and set a $80.00 price target on the stock in a research note on Tuesday, June 30th. Berenberg Bank set a $65.00 price objective on Nutrien and gave the stock a “hold” rating in a report on Wednesday, June 10th. Finally, Oppenheimer reduced their price objective on Nutrien from $82.00 to $80.00 and set an “outperform” rating for the company in a research report on Thursday, July 23rd. Sixteen analysts have rated the stock with a Buy rating, four have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, Nutrien has an average rating of “Moderate Buy” and a consensus target price of $81.84.

Nutrien Company Profile

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.