# Nutrien Ltd. (NTR)

> Source: Nexqual · https://nexqual.com/NTR · data as of 2026-10-22 20:00 UTC · cite as "Nexqual, Nutrien Ltd. (NTR), nexqual.com/NTR" · informational, not investment advice.

**Price:** USD 69.09 (+1.42% on the day) · last close of Oct 22, 2026; US market pre market, not a live price. Prev close 68.12 · day 67.7–69.4 · 52w 53.03–85.36 · market cap $33.0B · NYQ

## Key facts
- 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)
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
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)
|  | 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) |

## Peers (Agricultural Inputs)
CF (CF Industries Holdings, Inc.) USD 118.56 +1.94% · CTVA (Corteva, Inc.) USD 12.86 +1.10% · 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 -0.20% · IPI (Intrepid Potash, Inc) USD 30.77 -1.38%

## More
Full page: https://nexqual.com/NTR · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Supply chain and relationships (SEC annual reports)


Other companies that name NTR in their own reports (relationship from NTR's side):

| Relationship | Company | Their filing | Sentence |
|---|---|---|---|
| customer | AngloGold Ashanti PLC (AU) | 20-F 2026-03-26 | "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 2026-02-18 | "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 ("Pe…" |
| customer | ALICO, INC. (ALCO) | 10-K 2025-11-24 | "Our key suppliers for fertilizer, herbicides and insecticides include Howard Fertilizer, Wedgeworth's, Nutrien AG Solutions and Helena Agri-Enterprises." |

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-09-30) | $0.80 | $1.20 | -33.5% | $5.66B | 15 |
| Next quarter (ends 2026-12-31) | $1.01 | $1.09 | -7.6% | $5.30B | 15 |
| Current fiscal year (ends 2026-12-31) | $4.96 | $5.66 | -12.4% | $27.69B | 21 |
| Next fiscal year (ends 2027-12-31) | $5.05 | $5.16 | -2.3% | $27.48B | 23 |