Nutrien Ltd. (NTR) AI Stock Analysis

Nutrien Ltd., headquartered in Saskatoon, Canada, specializes in providing essential crop inputs and comprehensive agricultural services globally. The company's core offerings include crop nutrients such as potash, nitrogen, phosphate, and sulfate products designed to enhance crop yields and support sustainable agriculture. Nutrien also provides financial solutions tailored to farmers and growers to support operational efficiencies. It operates approximately 2,000 retail locations across the United States, Canada, South America, and Australia, distributing crop nutrients, crop protection products, seeds, and merchandise. Additionally, its extensive network of farm centers offers personalized agronomic advice, precision farming technologies, and logistical support.

Nutrien grew its revenue at a 5-year CAGR of 5.2% from FY2020 to FY2025. After peaking in FY2022 at $37.88B in revenue and $7.66B in net income, sales fell 23.3% in FY2023 to $29.06B and 10.6% in FY2024 to $25.97B. Performance rebounded in FY2025, with revenue rising 3.5% to $26.89B and net income increasing to $2.27B, bringing the net margin up to 8.4% from 2.6% in FY2024. For the latest quarter ended June 30, 2026, quarterly revenue grew 4.0% year-over-year, while quarterly earnings grew 1.2%, bringing trailing twelve months revenue to $27.29B and EPS to $4.94.

As of June 30, 2026, Nutrien held $921.0M in cash and short-term investments against $12.73B in total debt, resulting in net debt of $11.81B. Its debt-to-equity ratio was 0.49 and the current ratio stood at 1.39 on total shareholders' equity of $25.90B. In FY2025, operating cash flow reached $4.08B, funding $2.04B in capital expenditures and generating $2.04B in free cash flow. Capital returns in FY2025 included $1.08B in dividends paid and $560.6M in share buybacks, contributing to a 15.8% reduction in share count over 5 years.

Nutrien trades at a trailing P/E of 14.4x and a forward P/E of 14.7x, compared to medians of 19.7x and 13.4x, respectively, for its US-listed Basic Materials peers. The stock's enterprise value of $47.93B corresponds to an EV/EBITDA of 7.6x, below the peer median of 10.5x, while its price-to-sales ratio is 1.2x versus the 1.8x peer median. Nutrien's shares gained 30.5% over the past year, outperforming the S&P 500 (SPY) return of 16.8%, but its 5-year return of 18.5% lagged the S&P 500 return of 83.0%.

Nutrien pays an annualized forward dividend of $2.20 per share, representing a dividend yield of 3.09% as of October 16, 2026. The dividend is paid quarterly with a payout ratio of 45.1%. Nutrien has paid dividends for 9 consecutive years and achieved a 5-year annualized dividend growth rate of 3.9%. The most recent ex-dividend date was September 29, 2026.

Wall Street coverage includes 8 Strong Buy, 7 Buy, 8 Hold, 0 Sell, and 2 Strong Sell recommendations. The mean price target is $77.19, indicating an 8.3% premium over the last close of $71.26. For the fiscal year ending December 31, 2026, analysts estimate EPS of $4.96 on revenue of $27.69B. For the following fiscal year, 23 analysts project EPS of $5.03 and revenue of $27.49B. Nutrien beat EPS estimates in 2 of the last 4 quarters, and its next earnings date is November 4, 2026.

This page is an AI-written research summary of Nutrien Ltd. (NTR). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: NTR income statement, NTR balance sheet, NTR key metrics, NTR analyst forecast, NTR chart. See the NTR stock overview for the latest quote and news.