NTRBasic Materials · Agricultural InputsThe 25 Wall Street analysts covering Nutrien Ltd. hold a median 12-month price target of $80 — +17.1% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 90 of 100 as at 9 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 (36): 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 systematic trader with 15+ 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 +17.1% from it.
Of the 20 most recent actions, 0 moved their price target up and 6 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 22 Oct 2026 | Oppenheimer | Maintains | Outperform | $80 → $78 |
| 18 Sept 2026 | RBC Capital | Reiterates | Outperform | $85 |
| 18 Sept 2026 | RBC Capital | Reiterates | Outperform | — |
| 11 Sept 2026 | Keybanc | Initiates | Sector Weight | — |
| 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 | — |
| 23 July 2026 | Oppenheimer | Maintains | Outperform | $82 → $80 |
| 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 | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
NTR appears in the Radar 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 12 Oct 2026, Nutrien Ltd. returned +16.4% against +20.4% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
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 37% of US stocks
Higher than 36% 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 88% 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 $32.6B and an enterprise value of $45.1B.
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: 13.8×; forward P/E: 13.5× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 3.22%, 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 →
The Seeking Alpha article names Nutrien, CF Industries, and Deere as potential beneficiaries of rising farm bailouts and input-cost inflation. It describes NTR and CF as having favorable trading setups if fertilizer prices rise.
Why it matters — NTR watchers may note the article’s view that higher fertilizer prices and farm support could benefit Nutrien.
Nutrien announced that it will release its third-quarter 2026 results after market close on Wednesday, November 4, and hold a conference call to discuss results and outlook at 10:00 a.m. EST on Thursday, November 5. Investors can join by phone or access a webcast through the company’s Investor Events page.
Why it matters — The announcement gives NTR watchers the dates and access details for Nutrien’s upcoming results and management discussion.
Zacks Investment Research says Nutrien benefits from strong crop nutrient demand, higher fertilizer prices, cost cuts and acquisitions. It also cites sulfur costs and nitrogen volume constraints as key headwinds.
Why it matters — NTR watchers may weigh the identified business supports against input-cost and volume pressures.
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 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 9 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 9 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 +17.1% from the last close, and Ticker Nerd's factor model ranks Nutrien Ltd. 90 out of 100 as at 9 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 +16.4% over the 12 months to 12 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Nutrien Ltd. is a global agricultural inputs and services company supporting crop production, farm productivity, and food supply chains.
The most recent item we track (Seeking Alpha, 27 Oct 2026): "Bailouts Are Back: I'd Follow $20 Billion Into These 3 Stocks". The Seeking Alpha article names Nutrien, CF Industries, and Deere as potential beneficiaries of rising farm bailouts and input-cost inflation. It describes NTR and CF as having favorable trading setups if fertilizer prices rise.
Nutrien Ltd. is a global agricultural inputs and services company supporting crop production, farm productivity, and food supply chains. Its retail business, Nutrien Ag Solutions, supplies growers with crop nutrients, crop protection products, seeds, agricultural merchandise, and agronomic application services, alongside financing solutions and proprietary product offerings. The company’s Potash segment mines and processes potash, a major source of potassium fertilizer. Its Nitrogen operations produce ammonia, urea, ammonium nitrate, urea ammonium nitrate solutions, nitric acid, and related nitrogen products. The Phosphate segment manufactures solid and liquid phosphate fertilizers, phosphate feed products, and purified phosphoric acid for agricultural, feed, and industrial applications. Serving farmers, distributors, industrial users, and feed markets, Nutrien Ltd. combines upstream fertilizer production with downstream agricultural retail and services. Headquartered in Saskatoon, Canada, it occupies a significant role in the global agricultural inputs industry by connecting essential crop-nutrient production with direct support for growers.
CEO Mr. Kenneth A. Seitz · 25,500 employees · Canada · https://www.nutrien.com
