US · Basic Materials · Agricultural Inputs
EPS came in at 2.67 against a street estimate of 2.57 — a beat of 3.9%.
Analysts rate Nutrien Ltd a buy (17 buy, 5 hold, 2 sell out of 24) with an average price target of $76.90.
CONFIDENT Nutrien posted record potash volumes, raised potash guidance, and grew free cash flow 12%. Retail proprietary products surged; phosphate pressured by sulfur costs. Raised buyback pace to $75M/month; exploring phosphate sale. Q2 2026 North America summer fill strong; Brazil pricing steady ~$400; China inventories 3–3.3M tonnes (not overburdened); Southeast Asia palm prices support demand; Australia livestock prices remain elevated. Analysts pressed durability of potash affordability vs. nitrogen price risk, retail margin sustainability amid commodity softness, and SG&A inflation. Management emphasized automation optionality, farmer wallet allocation to potash, and fuel cost headwinds as transient. 2026-08-06…
Full summary in the app.
| Fund | Stake |
|---|---|
| Royal Bank of Canada | 6.50% |
| Arnhold & S. Bleichroeder Advisers, LLC | 4.18% |
| Vanguard Capital Management, LLC | 3.09% |
| Bank of Montreal | 2.89% |
| BMO Capital Markets Corp. | 2.70% |
| Arrowstreet Capital Limited Partnership | 2.48% |
| Wellington Management Company LLP | 2.18% |
| Deutsche Bank AG | 1.79% |
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.55 / share ex-date Sep 29, 2026 · pay Oct 16, 2026 | 2026-09-29 |
| Dividend | $0.55 / share ex-date Jun 30, 2026 · pay Jul 17, 2026 | 2026-06-30 |
| Dividend | $0.55 / share ex-date Mar 31, 2026 · pay Apr 16, 2026 | 2026-03-31 |
| Dividend | $0.55 / share ex-date Dec 31, 2025 · pay Jan 16, 2026 | 2025-12-31 |
| Dividend | $0.55 / share ex-date Sep 29, 2025 · pay Oct 17, 2025 | 2025-09-29 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Nutrien Ltd — free to start.
Google PlayApp StoreData updated 2026-09-18.