NTRBasic Materials · Agricultural InputsThe 25 Wall Street analysts covering Nutrien Ltd. hold a median 12-month price target of $80 — +11.8% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 90 of 100 as at 6 Oct 2026 — among the strongest tenth. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores Nutrien Ltd. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Volatility (97): The share price has been relatively steady.
Revisions (37): Analysts have, on balance, been cutting their forecasts.
Size (7): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on NTR, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +11.8% from it.
Of the 20 most recent actions, 0 moved their price target up and 5 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 18 Sept 2026 | RBC Capital | Reiterates | Outperform | $85 |
| 11 Sept 2026 | Keybanc | Initiates | Sector Weight | — |
| 11 Aug 2026 | Barclays | Maintains | Overweight | — |
| 11 Aug 2026 | Barclays | Maintains | Overweight | $81 → $78 |
| 27 July 2026 | Barclays | Maintains | Overweight | $85 → $81 |
| 27 July 2026 | Barclays | Maintains | Overweight | — |
| 23 July 2026 | Oppenheimer | Maintains | Outperform | $82 → $80 |
| 23 July 2026 | Oppenheimer | Maintains | Outperform | — |
| 16 July 2026 | Jefferies | Downgrade | Hold | $96 → $63 |
| 16 July 2026 | Jefferies | Downgrade | Hold | — |
| 14 July 2026 | Mizuho | Maintains | Neutral | $77 → $75 |
| 14 July 2026 | Mizuho | Maintains | Neutral | — |
| 7 July 2026 | Morgan Stanley | Maintains | Overweight | — |
| 30 June 2026 | Scotiabank | Upgrade | Sector Outperform | — |
| 12 May 2026 | Oppenheimer | Maintains | Outperform | — |
| 11 May 2026 | JP Morgan | Maintains | Overweight | — |
| 11 May 2026 | Scotiabank | Maintains | Sector Perform | — |
| 11 May 2026 | UBS | Maintains | Sell | — |
| 30 Apr 2026 | CIBC | Maintains | Outperformer | — |
| 27 Apr 2026 | Barclays | Upgrade | Overweight | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. NTR appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 6 Oct 2026, Nutrien Ltd. returned +20.8% against +17.3% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 48% of US stocks
Cheaper than 64% of US stocks
Cheaper than 62% of US stocks
Cheaper than 45% of US stocks
Higher than 36% of US stocks
Higher than 35% of US stocks
Higher than 34% of US stocks
Higher than 76% of US stocks
Higher than 67% of US stocks
Higher than 62% of US stocks
Higher than 73% of US stocks
Higher than 86% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Nutrien Ltd. has a market value of $33.4B and an enterprise value of $45.3B.
Revenue in the twelve months to 30 June 2026: $28.2B. The latest quarter grew 4.0% year on year.
Net income over the same four quarters: $2.4B, a 8.5% net margin.
Diluted earnings per share, trailing twelve months: $4.94.
Free cash flow in the twelve months to 30 June 2026: $2.1B, after $2.1B of capital spending.
Nutrien Ltd. spent $618.0M on share buybacks and $1.1B on dividends in the twelve months to 30 June 2026.
Trailing P/E: 14.1×; forward P/E: 13.9× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 3.15%, paying out 44% of earnings.
Nutrien Ltd. employs 25,500 people — $1.1M of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Nutrien Ltd. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Nutrien plans to indefinitely shut down its Trinidad nitrogen operations amid gas supply constraints. It will maintain its 2026 nitrogen sales guidance.
Why it matters — NTR watchers may note the operational shutdown alongside the company's unchanged 2026 nitrogen sales guidance.
Nutrien announced an indefinite shutdown of its Trinidad Nitrogen operations at the Point Lisas Facility, following a review of strategic alternatives and engagement with stakeholders. The decision was driven by ongoing natural gas constraints and uncertainty, and is intended to enhance free cash flow and return on invested capital.
Why it matters — NTR watchers would care because the permanent closure of a major nitrogen facility reflects deteriorating conditions in that segment and signals a strategic shift that could affect Nutrien's production capacity and future nitrogen business.
The Zacks Fertilizers industry faces headwinds from higher input costs and expectations of lower fertilizer use. Nutrien Ltd., along with ICL and IPI, is cited as positioned to address these challenges.
Why it matters — A NTR watcher would care because the report highlights industry-wide pressures on fertilizer producers while identifying Nutrien as one of the companies set to navigate them.
Nutrien's shares have risen 25.7% over the past year. According to the report, the gains are supported by firm fertilizer prices, record potash sales, and cost discipline that have helped sustain earnings and free cash flow.
Why it matters — The article highlights the key operational and market factors underpinning Nutrien's recent share-price performance, which matters to investors tracking the company's momentum.
Nutrien announced it will host an Investor Day in Toronto on Monday, November 30, 2026, at 1:00 p.m. ET. Company leadership will provide an update on the business outlook, strategic objectives, and levers for delivering shareholder value through free cash flow growth and disciplined capital allocation, with in-person attendance limited to institutional investors and sell-side analysts.
Why it matters — The Investor Day offers Nutrien watchers a scheduled opportunity to hear management's updated view on the business outlook and its plans for capital allocation and shareholder value.
The 25 Wall Street analysts covering Nutrien Ltd. have a median 12-month price target of $80, with estimates ranging from $59 to $90. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 25 analysts covering Nutrien Ltd., 15 rate it a Buy, 8 a Hold and 2 a Sell. Ticker Nerd's systematic factor model ranks Nutrien Ltd. 90 out of 100 across roughly 4,600 US stocks as at 6 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 6 Oct 2026, Nutrien Ltd. ranks 90 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Volatility (97 of 100).
No one can know that. What the data says: the median 12-month target from 25 analysts implies +11.8% from the last close, and Ticker Nerd's factor model ranks Nutrien Ltd. 90 out of 100 as at 6 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Nutrien Ltd. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for NTR are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $59 to $90 over the next 12 months.
Nutrien Ltd. returned +20.8% over the 12 months to 6 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Nutrien Ltd. is a global agricultural inputs and services company that supports farmers with products and solutions used in crop production.
The most recent item we track (Zacks Investment Research, 6 Oct 2026): "Nutrien to Indefinitely Shut Down Trinidad Nitrogen Operations". Nutrien plans to indefinitely shut down its Trinidad nitrogen operations amid gas supply constraints. It will maintain its 2026 nitrogen sales guidance.
Nutrien Ltd. is a global agricultural inputs and services company that supports farmers with products and solutions used in crop production. Nutrien Ltd. operates an integrated business spanning Retail, Potash, Nitrogen, and Phosphate, combining fertilizer production with a broad distribution network that serves growers in major agricultural regions. Its retail operations provide crop nutrients, crop protection products, seed, merchandise, agronomic application services, financing solutions, and other farm support offerings. The company’s upstream and midstream operations produce and move potash, nitrogen, and phosphate products through a world-class production and logistics network. Nutrien Ltd. plays a central role in the agricultural supply chain by connecting fertilizer manufacturing with farm-level service and distribution, helping meet the needs of commercial agriculture across North America, Australia, South America, and other international markets.
CEO Mr. Kenneth A. Seitz · 25,500 employees · Canada · https://www.nutrien.com
