NTR

Nutrien Ltd.

NYSE · Agricultural Chemicals · Inc. Z4 · CIK 0001725964
$67.62 +3.14% $32.6B
30 New Institutional Positions20 Institutional Exits
Vol
Market Cap$32.6B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (73%)
Inst. Holders50 funds
Inst. Value$17.4B
Inst. Activity30 buys / 20 sells
Reddit Sentiment50° Neutral
SEC Reports4
Exchange NYSE·Sector Agricultural Chemicals·Inc. Z4·CIK 0001725964·Prev Close $65.56

Recent Activity

May 29, 2026 SEC
Nutrien Ltd. issued $1.0 billion in senior notes across two tranches: $500 million of 4.850% notes due 2031 and $500 mil
6-K — Impact 4/10
May 27, 2026 SEC
Nutrien Ltd. priced $1.0 billion in senior unsecured notes across two tranches: $500M of 4.850% notes due 2031 and $500M
6-K — Impact 3/10
May 22, 2026 short_volume
Short Volume: NTR — 55.7% short (0.3M / 0.6M)
Short: 310,429 | Exempt: 538 | TRF Vol: 557,557 | Short Ratio: 55.7% | Off-exchange volume (dark poo
May 7, 2026 SEC
Nutrien Ltd. filed a Form 6-K reporting the results of its 2026 annual meeting of shareholders. All 12 director nominees
6-K — Impact 2/10
Inst.
FMR LLC — TRIM
7,108,456 shares ($536.5M)
Inst.
TD Waterhouse Canada Inc. — DOUBLED
5,405,395 shares ($397.8M)
Mar 30, 2026 Event
1:26-cv-02585 Stevens et al v. Nutrien AG Solutions et al
Court ruling from United States District Court for the Northern District of Illinois. Docket: N/A

Price Targets

$82.07 +21.4% upside Strong Buy
Current $67.62 Low $65.00 Median $82.50 High $96.00 20 analysts
$65.00 $96.00

Analyst Ratings

Buy73% buy · 26 analysts
6Strong Buy
13Buy
5Hold
2Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 12, 2026 Oppenheimer MAINTAIN Outperform → Outperform
May 11, 2026 UBS MAINTAIN Sell → Sell
May 11, 2026 JP Morgan MAINTAIN Overweight → Overweight
May 11, 2026 Scotiabank MAINTAIN Sector Perform → Sector Perform
Apr 30, 2026 CIBC MAINTAIN Outperformer → Outperformer

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $3.00 $2.67 — $3.34 13% YoY 15
Next Q $1.27 ▲ +14.0% $0.93 — $1.55 31% YoY 15
Current FY $5.88 ▲ +2.6% $5.27 — $6.91 29% YoY 20
Next FY $5.40 ▲ +2.3% $4.21 — $6.67 -8% YoY 21

Top Institutional Holders

FundValueMove
ROYAL BANK OF CANADA$2.3B
WELLINGTON MANAGEMENT GROUP LLP$1.2B
VANGUARD CAPITAL MANAGEMENT LLC$1.1B
BANK OF MONTREAL /CAN/$972.8M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$892.8M

Reddit Sentiment

50°
Neutral
Bearish Neutral Bullish
2 mentions 0 bullish 0 bearish
50 institutional holders with $17.4B total value (230,941,376 shares) as of 2026-Q1. Top holders: ROYAL, WELLINGTON, VANGUARD. Net buying activity: 30 institutions added/increased vs 20 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1ROYAL BANK OF CANADA31,009,669$2.3B13.4%
2WELLINGTON MANAGEMENT GROUP LLP16,092,715$1.2B7.0%
3VANGUARD CAPITAL MANAGEMENT LLC14,749,526$1.1B6.4%
4BANK OF MONTREAL /CAN/12,884,726$972.8M5.6%
5ARROWSTREET CAPITAL, LIMITED PARTNERSHIP11,828,890$892.8M5.1%
6First Eagle Investment Management, LLC9,988,867$753.8M4.3%
7TD ASSET MANAGEMENT INC9,260,735$696.9M4.0%
8DEUTSCHE BANK AG\8,534,761$644.0M3.7%
9MACKENZIE FINANCIAL CORP7,789,956$588.0M3.4%
10FMR LLC7,108,456$536.5M3.1%TRIM -40.3%
11Capital International Investors6,634,768$500.8M2.9%
121832 Asset Management L.P.6,403,823$483.2M2.8%
13DIMENSIONAL FUND ADVISORS LP5,872,194$443.2M2.5%
14TD Waterhouse Canada Inc.5,405,395$397.8M2.3%DOUBLED +129.1%
15CIBC WORLD MARKET INC.5,194,538$392.0M2.2%
16MANUFACTURERS LIFE INSURANCE COMPANY, THE4,561,747$344.1M2.0%
17NATIONAL BANK OF CANADA /FI/4,559,271$341.9M2.0%
18VANGUARD FIDUCIARY TRUST CO4,292,312$324.0M1.9%
19CANADA PENSION PLAN INVESTMENT BOARD3,901,406$294.6M1.7%TRIM -54.2%
20MORGAN STANLEY3,680,533$277.7M1.6%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FMR LLCTRIM11,903,0917,108,456-40.3%$536.5M2026-Q1
TD Waterhouse Canada Inc.DOUBLED2,359,0225,405,395+129.1%$397.8M2026-Q1
CANADA PENSION PLAN INVESTMENT BOARDTRIM8,509,3043,901,406-54.2%$294.6M2026-Q1
FIL LtdTRIM4,099,6093,045,524-25.7%$229.9M2026-Q1
TORONTO DOMINION BANKTRIM5,115,1372,863,422-44.0%$216.2M2026-Q1
CAISSE DE DEPOT ET PLACEMENT DU QUEBECADD1,281,5632,387,942+86.3%$179.7M2026-Q1
Capital World InvestorsNEW1,996,855$150.7M2026-Q1
Connor, Clark & Lunn Investment Management Ltd.ADD1,050,9191,678,747+59.7%$126.7M2026-Q1
Ninety One UK LtdNEW1,424,220$107.5M2026-Q1
Woodline Partners LPDOUBLED424,789959,157+125.8%$72.4M2026-Q1
BRANDES INVESTMENT PARTNERS, LPTRIM1,859,268943,685-49.2%$71.2M2026-Q1
Nuveen, LLCTRIM1,329,255798,955-39.9%$60.1M2026-Q1
CIBC Asset Management IncADD505,327770,903+52.6%$58.0M2026-Q1
Point72 Asset Management, L.P.NEW641,788$48.4M2026-Q1
Korea Investment CORPADD421,632580,683+37.7%$43.7M2026-Q1
SEI INVESTMENTS COADD296,582547,834+84.7%$41.3M2026-Q1
Capital Wealth Planning, LLCNEW502,195$37.9M2026-Q1
Migdal Insurance & Financial Holdings Ltd.NEW462,500$35.2M2026-Q1
Grantham, Mayo, Van Otterloo & Co. LLCADD352,341440,818+25.1%$33.2M2026-Q1
FRANKLIN RESOURCES INCADD334,943438,553+30.9%$33.1M2026-Q1
Trexquant Investment LPDOUBLED91,149357,371+292.1%$27.0M2026-Q1
EXCHANGE TRADED CONCEPTS, LLCADD217,877320,358+47.0%$24.2M2026-Q1
PUBLIC SECTOR PENSION INVESTMENT BOARDDOUBLED73,676290,936+294.9%$22.0M2026-Q1
FIRST TRUST ADVISORS LPADD158,739241,671+52.2%$18.2M2026-Q1
TUDOR INVESTMENT CORP ET ALNEW227,066$17.1M2026-Q1

No insider trading data available yet. Insider transactions are collected from SEC Form 4 filings.

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (73% buy). Based on 26 analysts: 6 strong buy, 13 buy, 5 hold, 2 sell, 0 strong sell.

Analyst Price Targets

$82.07 mean target +21.4% upside Strong Buy (2.08)
$65.00 Low $96.00 High
MetricValue
Current Price$67.62
Target Low$65.00
Target Mean$82.07
Target Median$82.50
Target High$96.00
# Analysts20
RecommendationStrong Buy (2.08)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$3.00 $2.67 $3.34 13.2% -0.3% 9↑ 6↓ $10.5B 3.0% 15
Next Q
2026-09-30
$1.27 $0.93 $1.55 31.4% +14.0% 11↑ 3↓ $5.7B -0.1% 15
Current FY
2026-12-31
$5.88 $5.27 $6.91 28.9% +2.6% 12↑ 6↓ $28.1B 8.4% 20
Next FY
2027-12-31
$5.40 $4.21 $6.67 -8.2% +2.3% 13↑ 5↓ $27.5B -2.4% 21

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$2.999
7d ago$2.999
30d ago$3.008-0.009
60d ago$2.811+0.188
90d ago$2.684+0.315
13 analyst firms have rated this stock: 4 upgrades, 1 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 12, 2026 Oppenheimer MAINTAIN Outperform Outperform
May 11, 2026 UBS MAINTAIN Sell Sell
May 11, 2026 JP Morgan MAINTAIN Overweight Overweight
May 11, 2026 Scotiabank MAINTAIN Sector Perform Sector Perform
Apr 30, 2026 CIBC MAINTAIN Outperformer Outperformer
Apr 27, 2026 Barclays UPGRADE Equal-Weight Overweight
Apr 22, 2026 Oppenheimer MAINTAIN Outperform Outperform
Apr 20, 2026 Scotiabank MAINTAIN Sector Perform Sector Perform
Apr 8, 2026 Morgan Stanley MAINTAIN Overweight Overweight
Mar 26, 2026 UBS DOWNGRADE Neutral Sell
Mar 18, 2026 B of A Securities MAINTAIN Neutral Neutral
Mar 18, 2026 BMO Capital MAINTAIN Outperform Outperform
Mar 17, 2026 CIBC MAINTAIN Outperformer Outperformer
Mar 13, 2026 Wells Fargo UPGRADE Equal-Weight Overweight
Mar 12, 2026 Jefferies UPGRADE Hold Buy
Mar 3, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Feb 26, 2026 Oppenheimer MAINTAIN Outperform Outperform
Feb 23, 2026 Jefferies MAINTAIN Hold Hold
Feb 23, 2026 RBC Capital MAINTAIN Outperform Outperform
Feb 20, 2026 JP Morgan MAINTAIN Overweight Overweight
Feb 20, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Feb 20, 2026 B of A Securities MAINTAIN Neutral Neutral
Feb 18, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Feb 2, 2026 Scotiabank MAINTAIN Sector Perform Sector Perform
Jan 20, 2026 RBC Capital MAINTAIN Outperform Outperform
Jan 16, 2026 Mizuho MAINTAIN Neutral Neutral
Jan 14, 2026 Morgan Stanley UPGRADE Equal-Weight Overweight
Jan 12, 2026 UBS MAINTAIN Neutral Neutral
Dec 18, 2025 Mizuho MAINTAIN Neutral Neutral

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202661352073%
May 1, 202661362070%
Apr 1, 202651282063%
Mar 1, 2026411102056%
Feb 1, 2026411102056%
Jan 1, 2026411102056%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

50°
Neutral
Bearish Neutral Bullish
2 mentions 0 bullish 0 bearish 2 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
May 26, 2026150° Neutral001
May 26, 2026150° Neutral001

Recent Reddit Threads

r/wallstreetbets Neutral 19d 15h ago
NTR $80 September Calls
▲ 1 💬 0 ⚡ 0.5
r/stocks Neutral 3mo ago
What am I missing?
▲ 1 💬 0 ⚡ 0.5
May 22, 2026
short_volume
Short Volume: NTR — 55.7% short (0.3M / 0.6M)
Short: 310,429 | Exempt: 538 | TRF Vol: 557,557 | Short Ratio: 55.7% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: NTR — 60.5% short (0.5M / 0.8M)
Short: 505,083 | Exempt: 1,668 | TRF Vol: 834,962 | Short Ratio: 60.5% | Off-exchange volume (dark pool + OTC)
May 20, 2026
short_volume
Short Volume: NTR — 72.3% short (0.7M / 1.0M)
Short: 709,057 | Exempt: 1,914 | TRF Vol: 981,000 | Short Ratio: 72.3% | Off-exchange volume (dark pool + OTC)
May 18, 2026
short_volume
Short Volume: NTR — 59.5% short (0.6M / 1.0M)
Short: 587,215 | Exempt: 355 | TRF Vol: 987,551 | Short Ratio: 59.5% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_interest
FTD: NTR — 84,093 shares ($6.0M) failed to deliver
Settlement: 20260514, Price: $71.29, FTD Value: $5,994,989.97, NUTRIEN LTD COM SHS (CAD)
May 12, 2026
short_interest
FTD: NTR — 24,168 shares ($1.7M) failed to deliver
Settlement: 20260512, Price: $71.29, FTD Value: $1,722,936.72, NUTRIEN LTD COM SHS (CAD)
May 6, 2026
short_interest
FTD: NTR — 61,841 shares ($4.8M) failed to deliver
Settlement: 20260506, Price: $77.24, FTD Value: $4,776,598.84, NUTRIEN LTD COM SHS (CAD)
Apr 16, 2026
short_interest
FTD: NTR — 123,044 shares ($9.0M) failed to deliver
Settlement: 20260416, Price: $73.35, FTD Value: $9,025,277.4, NUTRIEN LTD COM SHS (CAD)
Apr 9, 2026
short_interest
FTD: NTR — 10,088 shares ($0.8M) failed to deliver
Settlement: 20260409, Price: $74.88, FTD Value: $755,389.44, NUTRIEN LTD COM SHS (CAD)
Mar 31, 2026
short_interest
FTD: NTR — 16,958 shares ($1.3M) failed to deliver
Settlement: 20260331, Price: $76.55, FTD Value: $1,298,134.9, NUTRIEN LTD COM SHS (CAD)
Mar 30, 2026
short_volume
Short Volume: NTR — 75.1% short (3.2M / 4.2M)
Short: 3,173,460 | Exempt: 145 | TRF Vol: 4,223,968 | Short Ratio: 75.1% | Off-exchange volume (dark pool + OTC)
Mar 30, 2026
Enforcement
1:26-cv-02585 Stevens et al v. Nutrien AG Solutions et al
Court ruling from United States District Court for the Northern District of Illinois. Docket: N/A
Mar 26, 2026
short_interest
FTD: NTR — 52,448 shares ($4.0M) failed to deliver
Settlement: 20260326, Price: $76.62, FTD Value: $4,018,565.76, NUTRIEN LTD COM SHS (CAD)
Mar 23, 2026
short_interest
FTD: NTR — 12,441 shares ($0.9M) failed to deliver
Settlement: 20260323, Price: $74.73, FTD Value: $929,715.93, NUTRIEN LTD COM SHS (CAD)
Mar 16, 2026
short_interest
FTD: NTR — 12,596 shares ($1.0M) failed to deliver
Settlement: 20260316, Price: $82.85, FTD Value: $1,043,578.6, NUTRIEN LTD COM SHS (CAD)
Mar 13, 2026
short_interest
FTD: NTR — 194,912 shares ($16.4M) failed to deliver
Settlement: 20260313, Price: $83.94, FTD Value: $16,360,913.28, NUTRIEN LTD COM SHS (CAD)