Nutrien Ltd. (NTR) Stock Price & Analysis
Nutrien Ltd. (NTR) closed at USD 69.09 on Thursday, October 22, 2026, up 1.42% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 68.12; the Oct 22, 2026 session ranged USD 67.7–69.4 on volume of 3,116,053 shares. Market capitalization is $32.97B, with a 52-week range of USD 53.03–85.36 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 09:25 UTC.
Also available as compact Markdown for AI agents: nexqual.com/NTR.md
Key facts (NTR)
- 2 of 80 tracked superinvestors hold NTR (13F, Q2 2026): 0 new, 1 added, 1 reduced, 0 unchanged.
- Analysts: Buy (mean 2.20 on a 1–5 scale) (25 analysts), mean target USD 77.28 (range 59–90).
- Total return with dividends: 1Y +22.4% vs S&P 500 +14.9%; 5Y +14.7% vs S&P 500 +80.3%.
- Next earnings: 2026-11-04, EPS estimate USD 0.8, revenue estimate $5.66B.
Superinvestors (SEC 13F-HR, Q2 2026) (NTR)
2 of 80 tracked investors hold NTR. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| First Eagle Investment | First Eagle Investment Management | 1.05% | $628M | Reduced -0.2% |
| Tweedy Browne | 0.18% | $2.4M | Added +9.3% |
Analysts (NTR)
Consensus Buy (mean 2.20 on a 1–5 scale), 25 analysts; mean target USD 77.28 (low 59, high 90).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-22 | Oppenheimer | Target lowered | Outperform | $80 → $78 |
| 2026-09-18 | RBC Capital | Reiterated | Outperform | $85 |
| 2026-09-11 | Keybanc | Initiated | Sector Weight | |
| 2026-08-11 | Barclays | Target lowered | Overweight | $81 → $78 |
| 2026-07-27 | Barclays | Target lowered | Overweight | $85 → $81 |
| 2026-07-23 | Oppenheimer | Target lowered | Outperform | $82 → $80 |
| 2026-07-16 | Jefferies | Downgrade | Buy → Hold | $96 → $63 |
| 2026-07-14 | Mizuho | Target lowered | Neutral | $77 → $75 |
| 2026-07-07 | Morgan Stanley | Target lowered | Overweight | $93 → $81 |
| 2026-06-30 | Scotiabank | Upgrade | Sector Perform → Sector Outperform | $80 |
Total return (dividends reinvested) (NTR)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +22.4% | +14.7% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +22.4% | +2.8% |
| Volatility (annualized) | 33.0% | 32.5% |
| Max drawdown | -27.6% (Mar 2026→Jun 2026) | -57.0% (Apr 2022→Dec 2024) |
Companies that name NTR in their SEC reports
| Relationship to NTR | Company | Filing | Sentence |
|---|---|---|---|
| customer | AngloGold Ashanti PLC (AU) | 20-F Mar 26, 2026 | “Jochen Tilk is the former executive chair of Nutrien Inc., a Canadian global supplier of agricultural products and services.” |
| partner | CVR PARTNERS, LP (UAN) | 10-K Feb 18, 2026 | “The performance graph below compares the cumulative total return of the Partnership's common units to (a) the cumulative total return of the S&P 500 Composite Index and (b) a composite peer group ("Peer Group") consisting of CF Industries Holdings, Inc., LSB Industries, Inc., Nutrien Ltd., The Andersons, Inc., AdvanSix Inc., and Flotek Industries Inc. The graph assumes that the value of the investment in common un…” |
| customer | ALICO, INC. (ALCO) | 10-K Nov 24, 2025 | “Our key suppliers for fertilizer, herbicides and insecticides include Howard Fertilizer, Wedgeworth's, Nutrien AG Solutions and Helena Agri-Enterprises.” |
NTR analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $0.80 | $1.20 | -33.5% | $5.66B | 15 |
| Next quarter (ends Dec 2026) | $1.01 | $1.09 | -7.6% | $5.30B | 15 |
| Current fiscal year (ends Dec 2026) | $4.96 | $5.66 | -12.4% | $27.69B | 21 |
| Next fiscal year (ends Dec 2027) | $5.05 | $5.16 | -2.3% | $27.48B | 23 |
NTR options: expected move
Options price a move of about ±6.7% (±$4.65) by Nov 6, 2026, which includes earnings on Nov 4, 2026; the earnings reaction alone is priced at about ±4.1%.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Oct 30, 2026 | 7 | 33.6% | ±4.0% |
| Nov 6, 2026 | 14 | 41.5% | ±6.7% |
| Nov 13, 2026 | 21 | 38.5% | ±7.6% |
| Nov 20, 2026 | 28 | 36.8% | ±8.3% |
| Nov 27, 2026 | 35 | 35.1% | ±8.8% |
| Dec 4, 2026 | 42 | 35.4% | ±9.7% |
| Dec 18, 2026 | 56 | 34.8% | ±11.1% |
| Jan 15, 2027 | 84 | 32.9% | ±12.8% |
30-day implied volatility 36.4% vs 26% realized over the last 30 trading days. Put/call ratio (volume) 0.34. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 09:25 UTC)
| Price | USD 69.09 |
|---|---|
| Change | ▲ 1.42% (up) |
| Previous Close | USD 68.12 |
| Open | USD 68.14 |
| Day Range | USD 67.7 – 69.4 |
| 52-Week Range | USD 53.03 – 85.36 |
| Volume | 3,116,053 shares |
| Market Cap | $32.97B |
| Exchange | NYQ |
Technical Analysis (NTR)
Nexqual's technical model rates NTR "STRONG SELL" based on 0 bullish and 5 bearish signals across 127 daily candles, as of October 23, 2026 at 09:25 UTC.
| Overall Signal | STRONG SELL |
|---|---|
| RSI (14) | 39.26 (neutral) |
| vs SMA50 | Below (USD 73.17) |
| MACD | -1.24 (negative) |
Analyst Ratings (NTR)
Wall Street analysts rate NTR "Buy" based on 25 analysts, with a mean price target of USD 77.28 (range USD 59–90), per Nexqual as of October 23, 2026 at 09:25 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 25 |
| Mean Target | USD 77.28 |
| High Target | USD 90 |
| Low Target | USD 59 |
| Buy / Hold / Sell | 15 / 8 / 2 |
Earnings (NTR)
| Next Earnings Date | 2026-11-04 |
|---|---|
| EPS Estimate | USD 0.8 |
| Revenue Estimate | $5.66B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 2.61 vs est 2.72 ▼ miss |
| 2026-03-31 | USD 0.51 vs est 0.55 ▼ miss |
| 2025-12-31 | USD 0.83 vs est 0.91 ▼ miss |
| 2025-09-30 | USD 0.97 vs est 0.96 ▲ beat |
Source: Nexqual, October 23, 2026 at 09:25 UTC.
Financials & Fundamentals (NTR)
| Total Revenue | $27.29B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +4.00% |
| Gross Margin | +32.06% |
| Operating Margin | +17.46% |
| Profit Margin | +8.72% |
| ROE | +9.44% |
| Debt / Equity | 0.49 |
| Current Ratio | 1.39 |
| Total Cash | $921.00M |
| Total Debt | $12.73B |
Source: Nexqual, October 23, 2026 at 09:25 UTC.
Financial Health Score (NTR)
Nexqual rates Nutrien Ltd.'s overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 09:25 UTC.
| Growth | Mixed — Revenue +3.7% YoY (annual), slow |
|---|---|
| Profitability | Solid — Gross margin 32%, operating 17% (last 12 months) |
| Balance Sheet | Solid — $921M cash vs $12.7B debt |
| Cash Flow | Solid — Operating cash flow $4.18B (TTM) |
| Efficiency | Mixed — ROE 9%, ROA 4.3% |
Ownership (NTR)
| Insider Ownership | +0.03% |
|---|---|
| Institutional Ownership | +71.28% |
| Shares Outstanding | 477.21M |
| Float | 476.50M |
| Short % of Float | +2.69% |
Source: Nexqual, October 23, 2026 at 09:25 UTC.
Leadership (NTR)
Nutrien Ltd. is led by Kenneth A. Seitz, President, CEO & Non-Independent Director, per Nexqual as of October 23, 2026 at 09:25 UTC.
| President, CEO & Non-Independent Director | Kenneth A. Seitz |
|---|---|
| Executive VP & CFO | Mark Thompson |
| Executive Vice President of Global Sales | Christopher Pringle Reynolds |
| Vice President of Investor Relations | Jeff Holzman |
| Executive VP of Corporate Development & Chief Strategy Officer | Andrew J. Kelemen |
Major Backers & Investors (NTR)
Notable institutional backers of Nutrien Ltd. include Royal Bank of Canada, Bank of Montreal /CAN/, Wellington Management, according to Nexqual as of October 23, 2026 at 09:25 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Royal Bank of Canada | 6.91% |
| Bank of Montreal /CAN/ | 2.9% |
| Wellington Management | 2.18% |
| First Eagle Investment Management, LLC | 2.09% |
| Mackenzie Financial Corporation | 1.65% |
| 1832 Asset Management L.P. | 1.51% |
| Capital International Investors | 1.44% |
| TD Asset Management, Inc | 1.41% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 3.1% |
| Deutsche Bank AG | 1.96% |
Source: Nexqual, October 23, 2026 at 09:25 UTC.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| CF | CF Industries Holdings, Inc. | USD 118.56 | ▲ 1.94% |
| CTVA | Corteva, Inc. | USD 12.86 | ▲ 1.1% |
| MOS | Mosaic Company (The) | USD 17.27 | ▼ 2.32% |
| SMG | Scotts Miracle-Gro Company (The | USD 59.15 | ▲ 5.76% |
| FMC | FMC Corporation | USD 5.02 | ▼ 0.2% |
| IPI | Intrepid Potash, Inc | USD 30.77 | ▼ 1.38% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:25 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt