NTR
Nutrien Ltd.
$70.11
-2.07%
$34.5B
No data for this timeframe.
Vol
Market Cap$34.5B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (70%)
Inst. Holders9 funds
Inst. Value$3.1B
Inst. Activity1 buys / 1 sells
SEC Reports2
Recent Activity
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
Mar 30, 2026
SEC
Analysis based on filing metadata only — document content was unavailable. The case Stevens et al v. Nutrien AG Solution
COURT-RULING — Impact 3/10
Inst.
NORGES BANK — NEW
6,685,047 shares ($412.6M)
Inst.
RENAISSANCE TECHNOLOGIES LLC — EXIT
0 shares ($0.00)
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 poo
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
$81.40
+16.1% upside
Buy
Current $70.11
Low $61.00
Median $82.50
High $96.00
20 analysts
$61.00
$96.00
Analyst Ratings
6Strong Buy
13Buy
6Hold
2Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | 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 |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $3.00 ▲ +2.2% | $2.67 — $3.34 | 13% YoY | 15 |
| Next Q | $1.26 ▲ +22.6% | $0.93 — $1.55 | 30% YoY | 15 |
| Current FY | $5.82 ▲ +8.3% | $5.27 — $6.91 | 28% YoY | 18 |
| Next FY | $5.34 ▲ +6.0% | $3.64 — $6.67 | -8% YoY | 19 |
Latest Reports
NEUTRAL
6-K
2/10
Nutrien Ltd. filed a Form 6-K reporting the results of its 2026 annual meeting of shareholders. All 12 director nominees
May 7, 2026
NEUTRAL
COURT-RULING
3/10
Analysis based on filing metadata only — document content was unavailable. The case Stevens et al v. Nutrien AG Solution
Mar 30, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $1.4B | — |
| FMR LLC | $734.7M | — |
| NORGES BANK | $412.6M | NEW |
| MORGAN STANLEY | $208.1M | — |
| BANK OF AMERICA CORP | $203.8M | ADD |
9 institutional holders with $3.1B total value (50,160,425 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, NORGES.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 22,463,277 | $1.4B | 44.8% | — |
| 2 | FMR LLC | 11,903,091 | $734.7M | 23.7% | — |
| 3 | NORGES BANK | 6,685,047 | $412.6M | 13.3% | NEW |
| 4 | MORGAN STANLEY | 3,372,403 | $208.1M | 6.7% | — |
| 5 | BANK OF AMERICA CORP /DE/ | 3,301,614 | $203.8M | 6.6% | ADD +49.7% |
| 6 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,149,484 | $132.9M | 4.3% | NEW |
| 7 | WELLS FARGO & COMPANY/MN | 251,974 | $15.6M | 0.5% | TRIM -50.1% |
| 8 | Tweedy, Browne Co LLC | 17,735 | $1.1M | 0.0% | DOUBLED +110.0% |
| 9 | TWO SIGMA INVESTMENTS, LP | 15,800 | $975.2K | 0.0% | TRIM -40.5% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 6,685,047 | — | $412.6M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 614,485 | 0 | -100.0% | $0.00 | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | ADD | 2,847,203 | 4,263,376 | +49.7% | $250.3M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 202,811 | 614,485 | +203.0% | $36.1M | 2025-Q3 |
| Tweedy, Browne Co LLC | DOUBLED | 6,961 | 14,615 | +110.0% | $858.5K | 2025-Q3 |
| NORGES BANK | EXIT | 6,789,729 | 0 | -100.0% | $0.00 | 2025-Q3 |
| DODGE & COX | EXIT | 10,076,659 | 0 | -100.0% | $0.00 | 2025-Q3 |
| NORGES BANK | NEW | — | 6,789,729 | — | $395.8M | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | ADD | 1,871,992 | 2,847,203 | +52.1% | $165.8M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 202,811 | — | $11.8M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 30,200 | 17,957 | -40.5% | $1.0M | 2025-Q2 |
| Tweedy, Browne Co LLC | NEW | — | 6,961 | — | $404.8K | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | NEAR_EXIT | 301,505 | 30,200 | -90.0% | $1.5M | 2025-Q1 |
| NORGES BANK | EXIT | 5,413,461 | 0 | -100.0% | $0.00 | 2025-Q1 |
| WELLS FARGO & COMPANY/MN | TRIM | 315,603 | 157,369 | -50.1% | $7.0M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 39,985 | 0 | -100.0% | $0.00 | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 1,742,351 | — | $83.8M | 2024-Q3 |
No insider trading data available yet. Insider transactions are collected from SEC Form 4 filings.
2 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 2 neutral. Avg impact: 2.5/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (70% buy). Based on 27 analysts: 6 strong buy, 13 buy, 6 hold, 2 sell, 0 strong sell.
Analyst Price Targets
$81.40 mean target
+16.1% upside
Buy (2.00)
$61.00 Low
$96.00 High
| Metric | Value |
|---|---|
| Current Price | $70.11 |
| Target Low | $61.00 |
| Target Mean | $81.40 |
| Target Median | $82.50 |
| Target High | $96.00 |
| # Analysts | 20 |
| Recommendation | Buy (2.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$3.00 | $2.67 | $3.34 | 13.2% | +2.2% | 10↑ 5↓ | $10.5B | 3.0% | 15 |
| Next Q 2026-09-30 |
$1.26 | $0.93 | $1.55 | 30.3% | +22.6% | 12↑ 2↓ | $5.7B | 0.3% | 15 |
| Current FY 2026-12-31 |
$5.82 | $5.27 | $6.91 | 27.6% | +8.3% | 10↑ 5↓ | $27.9B | 7.5% | 18 |
| Next FY 2027-12-31 |
$5.34 | $3.64 | $6.67 | -8.2% | +6.0% | 11↑ 5↓ | $27.3B | -2.2% | 19 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $2.999 | |
| 7d ago | $2.980 | +0.020 |
| 30d ago | $2.935 | +0.065 |
| 60d ago | $2.745 | +0.254 |
| 90d ago | $2.620 | +0.379 |
13 analyst firms have rated this stock: 4 upgrades, 1 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New 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
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| May 1, 2026 | 6 | 13 | 6 | 2 | 0 | 70% | |
| Apr 1, 2026 | 5 | 12 | 8 | 2 | 0 | 63% | |
| Mar 1, 2026 | 4 | 11 | 10 | 2 | 0 | 56% | |
| Feb 1, 2026 | 4 | 11 | 10 | 2 | 0 | 56% | |
| Jan 1, 2026 | 4 | 11 | 10 | 2 | 0 | 56% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
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)
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)
Mar 12, 2026
short_interest
FTD: NTR — 20,410 shares ($1.6M) failed to deliver
Settlement: 20260312, Price: $79.31, FTD Value: $1,618,717.1, NUTRIEN LTD COM SHS (CAD)
Mar 10, 2026
short_interest
FTD: NTR — 64,596 shares ($4.9M) failed to deliver
Settlement: 20260310, Price: $75.81, FTD Value: $4,897,022.76, NUTRIEN LTD COM SHS (CAD)
Feb 27, 2026
short_interest
FTD: NTR — 17,410 shares ($1.3M) failed to deliver
Settlement: 20260227, Price: $73.13, FTD Value: $1,273,193.3, NUTRIEN LTD COM SHS (CAD)
Feb 25, 2026
short_interest
FTD: NTR — 16,966 shares ($1.2M) failed to deliver
Settlement: 20260225, Price: $72.76, FTD Value: $1,234,446.16, NUTRIEN LTD COM SHS (CAD)
Feb 24, 2026
short_interest
FTD: NTR — 7,105 shares ($0.5M) failed to deliver
Settlement: 20260224, Price: $71.91, FTD Value: $510,920.55, NUTRIEN LTD COM SHS (CAD)
Feb 23, 2026
short_interest
FTD: NTR — 10,914 shares ($0.8M) failed to deliver
Settlement: 20260223, Price: $71.20, FTD Value: $777,076.8, NUTRIEN LTD COM SHS (CAD)