Nutrien (NYSE:NTR – Free Report) had its price objective increased by Wells Fargo & Company from $64.00 to $77.00 in a research report sent to investors on Friday,Benzinga reports. Wells Fargo & Company currently has an equal weight rating on the stock.
A number of other brokerages have also issued reports on NTR. UBS Group increased their target price on shares of Nutrien from $58.00 to $63.00 and gave the stock a “neutral” rating in a research report on Monday, January 12th. Bank of America boosted their target price on Nutrien from $64.00 to $71.00 and gave the stock a “neutral” rating in a research note on Friday. Wall Street Zen raised Nutrien from a “hold” rating to a “buy” rating in a research note on Saturday, January 31st. Zacks Research raised Nutrien from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, January 27th. Finally, Scotiabank boosted their price target on shares of Nutrien from $63.00 to $70.00 and gave the stock a “sector perform” rating in a research report on Monday, February 2nd. Two equities research analysts have rated the stock with a Strong Buy rating, seven have issued a Buy rating, ten have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, Nutrien has an average rating of “Moderate Buy” and an average price target of $70.11.
Get Our Latest Analysis on NTR
Nutrien Trading Down 0.8%
Nutrien (NYSE:NTR – Get Free Report) last released its quarterly earnings results on Wednesday, February 18th. The company reported $0.83 earnings per share for the quarter, missing the consensus estimate of $0.87 by ($0.04). Nutrien had a net margin of 8.43% and a return on equity of 8.41%. The company had revenue of $5.12 billion during the quarter, compared to the consensus estimate of $5.26 billion. During the same period in the prior year, the company earned $0.31 earnings per share. The firm’s revenue was up 5.1% compared to the same quarter last year. Equities analysts anticipate that Nutrien will post 3.72 EPS for the current year.
Nutrien Increases Dividend
The company also recently disclosed a quarterly dividend, which will be paid on Thursday, April 16th. Shareholders of record on Tuesday, March 31st will be issued a dividend of $0.55 per share. The ex-dividend date of this dividend is Tuesday, March 31st. This represents a $2.20 dividend on an annualized basis and a yield of 3.1%. This is a positive change from Nutrien’s previous quarterly dividend of $0.55. Nutrien’s payout ratio is presently 46.78%.
Hedge Funds Weigh In On Nutrien
A number of hedge funds and other institutional investors have recently modified their holdings of NTR. Vanguard Group Inc. boosted its holdings in shares of Nutrien by 2.2% in the 4th quarter. Vanguard Group Inc. now owns 22,463,277 shares of the company’s stock worth $1,386,546,000 after buying an additional 479,834 shares during the last quarter. Wellington Management Group LLP increased its holdings in Nutrien by 440.2% during the 4th quarter. Wellington Management Group LLP now owns 16,338,606 shares of the company’s stock worth $1,008,713,000 after acquiring an additional 13,313,817 shares during the period. Arrowstreet Capital Limited Partnership raised its position in shares of Nutrien by 19.1% in the third quarter. Arrowstreet Capital Limited Partnership now owns 14,221,381 shares of the company’s stock worth $834,962,000 after buying an additional 2,276,651 shares in the last quarter. First Eagle Investment Management LLC raised its holdings in shares of Nutrien by 0.5% in the 4th quarter. First Eagle Investment Management LLC now owns 13,307,283 shares of the company’s stock valued at $821,326,000 after acquiring an additional 70,068 shares in the last quarter. Finally, Deutsche Bank AG lifted its position in Nutrien by 2.0% during the fourth quarter. Deutsche Bank AG now owns 9,798,196 shares of the company’s stock valued at $604,745,000 after purchasing an additional 189,683 shares during the last quarter. Hedge funds and other institutional investors own 63.10% of the company’s stock.
Nutrien News Summary
Here are the key news stories impacting Nutrien this week:
- Positive Sentiment: Multiple broker upgrades and higher price targets — BMO raised its target to $85 (outperform), JPMorgan to $78 (overweight), Wells Fargo to $77 (equal weight) and Raymond James to $74, signaling analyst confidence in Nutrien’s outlook and suggesting meaningful upside from recent levels. BayStreet.CA Benzinga
- Positive Sentiment: Shareholder returns: Nutrien raised its quarterly dividend (to $0.55) and announced a new buyback program — a direct positive for investors seeking yield and capital return. TipRanks
- Positive Sentiment: Favorable commodity outlook: Management expects stronger global potash demand in 2026 despite difficult farm economics — a revenue/volume tailwind for Nutrien’s fertilizer segment. Reuters
- Neutral Sentiment: Earnings materials available — full Q4 2025 call transcript and presentation have been published for investor review; useful for drilling into segment-level detail but not a directional catalyst by itself. Seeking Alpha Yahoo Finance
- Neutral Sentiment: Some analysts remain cautious: Bank of America raised its target to $71 but kept a neutral rating (minimal implied upside). That tempers the bullish momentum from higher targets. Benzinga
- Negative Sentiment: Operational results missed consensus: Q4 EPS came in at $0.83 vs. $0.87 expected and revenue of ~$5.12B was slightly below estimates — the earnings miss is the primary near-term negative pressure on the share price. Zacks
- Negative Sentiment: Mixed analyst views persist — UBS assigned a “hold,” which indicates some investors and brokers are reserving judgment despite the positive catalysts. Globe & Mail
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.
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