NTRBasic Materials · Agricultural InputsThe 25 Wall Street analysts covering Nutrien Ltd. hold a median 12-month price target of $80 — +1.5% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 88 of 100 as at 11 Sept 2026 — inside the top quartile. 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 (96): The share price has been relatively steady.
Revisions (37): Analysts have, on balance, been cutting their forecasts.
Size (6): 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 +1.5% from it.
Of the 20 most recent actions, 0 moved their price target up and 5 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 11 Sept 2026 | Keybanc | Initiates | Sector Weight | — |
| 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 | — |
| 22 Apr 2026 | Oppenheimer | Maintains | Outperform | — |
| 20 Apr 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.
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 11 Sept 2026, Nutrien Ltd. returned +39.6% against +17.5% 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 44% of US stocks
Cheaper than 62% of US stocks
Cheaper than 57% of US stocks
Cheaper than 43% 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 60% 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 $37.6B and an enterprise value of $49.4B.
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: 15.9×; forward P/E: 16.1× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 2.79%, 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.
| Company | Market cap | TKN rank |
|---|---|---|
| NTRNutrien Ltd. | $37.6B | 88 |
| CTVACorteva, Inc. | $56.1B | 58 |
| CFCF Industries Holdings, Inc. | $21.0B | 87 |
| MOSThe Mosaic Co. | $8.0B | 20 |
| ICLICL Group Ltd. | $7.3B | 64 |
| SMGScotts Miracle-Gro Co. | $3.3B | 77 |
| MLMMartin Marietta Materials, Inc.* | $36.2B | 21 |
* Nearest Basic Materials names by size — few agricultural inputs companies of this scale trade in the US universe.
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's shares rose 17.2% over the past month, slightly outpacing the Fertilizers industry's 16.8% growth, with strong fertilizer markets cited as the driver behind the momentum.
Why it matters — The stock's outperformance relative to its industry reflects strengthening fertilizer market conditions that could influence Nutrien's near-term performance.
On CNBC's "Halftime Report Final Trades," Bryn Talkington of Requisite Capital Management selected the Horizon Kinetics Inflation Beneficiaries ETF as her pick. Other stocks mentioned on the segment included Thermo Fisher, Wells Fargo, and Nutrien.
Why it matters — The segment mentioned Nutrien among trades discussed on CNBC, which may draw attention to the company from stock-research site users following NTR.
Nutrien reported its earnings about 30 days ago, and since then the stock has risen 20.9%. The article examines what might lie ahead for the company following that earnings release.
Why it matters — A significant post-earnings share-price gain will be of interest to Nutrien watchers assessing momentum and market reaction to the company's latest results.
Zacks Investment Research advises retaining Nutrien stock, citing strong potash and nitrogen demand, higher fertilizer prices, and cost gains as benefits. The firm notes that sulfur costs and volume constraints are weighing on results.
Why it matters — Nutrien watchers would care because the analysis highlights the mix of favorable fertilizer market tailwinds and cost/volume headwinds shaping the company's outlook.
A Benzinga article dated Sept. 1, 2026, identifies three materials-sector stocks that it says could be flashing a warning to momentum-focused investors and could sink their portfolios this month. The piece appears to signal caution about certain names in the sector.
Why it matters — Nutrien, a materials-sector stock, may be among the names flagged as a momentum warning for September, so NTR watchers would want to review the specific list.
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. 88 out of 100 across roughly 4,600 US stocks as at 11 Sept 2026. None of this is personal advice — it does not consider your circumstances.
As at 11 Sept 2026, Nutrien Ltd. ranks 88 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 (96 of 100).
No one can know that. What the data says: the median 12-month target from 25 analysts implies +1.5% from the last close, and Ticker Nerd's factor model ranks Nutrien Ltd. 88 out of 100 as at 11 Sept 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 +39.6% over the 12 months to 11 Sept 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, 11 Sept 2026): "Nutrien Gains 17% in the Past Month: What's Driving the Stock?". Nutrien's shares rose 17.2% over the past month, slightly outpacing the Fertilizers industry's 16.8% growth, with strong fertilizer markets cited as the driver behind the momentum.
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
