Price
$64.42-0.23%Social Signal Score
Analyst Ratings
33 analystsRevenue
$10.81B+851.76%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Kenneth A. Seitz
- Sector
- Basic Materials
- Industry
- Agricultural Inputs
- Employees
- 25,500
- Beta
- 1.08
- Country
- CA
- Piotroski score
- 8 / 9 (Strong)
- Altman Z-score
- 1.93
Financials
Revenue
$10.81B+851.8%Net Income
$1.21B+1398.8%EBITDA
$2.38B+641.7%Free Cash Flow
$1.99B+1816.3%EPS (diluted)
$2.53+912.0%Shares Outstanding (diluted)
479.82M+42.8%Operating Expenses
$1.14BCash & Debt
$921.00MReturn of Capital
$439.00MDividend per Share
$0.55Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $26.89B | $2.27B | $4.74 |
| 2024 | $25.97B | $674.00M | $1.36 |
| 2023 | $29.06B | $1.26B | $2.53 |
| 2022 | $37.88B | $7.66B | $13.66 |
| 2021 | $27.71B | $3.15B | $5.49 |
| 2020 | $20.91B | $459.00M | $0.85 |
| 2019 | $20.08B | $992.00M | $1.74 |
| 2018 | $19.64B | $3.57B | $5.76 |
| 2017 | $4.55B | $327.00M | $0.98 |
| 2016 | $4.46B | $336.00M | $1.00 |
| 2015 | $6.28B | $1.27B | $3.80 |
| 2014 | $7.12B | $1.54B | $4.58 |
| 2013 | $7.30B | $1.78B | $5.15 |
| 2012 | $7.93B | $2.08B | $6.05 |
Valuation
Project earnings forward and see what return today's price implies.
Seeded from NTR's reported EPS growth of -1.9% a year over 13 years.
- EPS in 5 years
- $4.24
- Implied price
- $55.06
- Return from $70.06
- -4.7% a year
To earn 15.0% a year on these assumptions you'd need to buy at $27.37 — -60.9% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 9 | 11 | 13 | 15 | 17 |
|---|---|---|---|---|---|
| -11.9% | -20.5% | -17.2% | -14.4% | -11.9% | -9.7% |
| -6.9% | -16.0% | -12.5% | -9.6% | -6.9% | -4.6% |
| -1.9% | -11.5% | -7.8% | -4.7% | -1.9% | 0.5% |
| 3.1% | -7.0% | -3.1% | 0.2% | 3.1% | 5.7% |
| 8.1% | -2.4% | 1.6% | 5.0% | 8.1% | 10.8% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
100+0.00%Social Signal Score
Mentions (9)
- Newszacks.com·11d ago·Neutral
Nutrien's Shares Rise 26% in a Year: What's Behind the Upside? NTR's shares have rallied 25.7% as firm fertilizer prices, record potash sales and cost discipline support earnings and free cash flow.
View source ↗ - Newsbusinesswire.com·12d ago·Negative
Nutrien to Host Investor Day on November 30 SASKATOON, Saskatchewan--(BUSINESS WIRE)--Nutrien Ltd. (TSX and NYSE: NTR) announced today that it is hosting an Investor Day in Toronto on Monday, November 30, 2026, at 1:00 p.m. ET. Nutrien's leadership team will provide an update on the company's outlook for the business, strategic objectives, and levers to deliver shareholder value through free cash flow growth and disciplined capital allocation. Attendance in person is limited to institutional inv…
View source ↗ - Newszacks.com·25d ago·Positive
Nutrien Gains 17% in the Past Month: What's Driving the Stock? NTR's shares rallied 17.2% in a month, edging past the Fertilizers industry's 16.8% growth as strong fertilizer markets drive momentum.
View source ↗ - Newsbenzinga.com·26d ago·Neutral
Thermo Fisher, Wells Fargo, Nutrien And More On CNBC's ‘Final Trades' On CNBC's “Halftime Report Final Trades,” Bryn Talkington, managing partner of Requisite Capital Management, picked Horizon Kinetics Inflation Beneficiaries ETF (NYSE:INFL).
View source ↗ - Newszacks.com·34d ago·Positive
Why You Should Retain Nutrien Stock in Your Portfolio Now NTR benefits from strong potash and nitrogen demand, higher fertilizer prices and cost gains, while sulfur costs and volume constraints weigh on results.
View source ↗ - Newsseekingalpha.com·35d ago·Negative
Nutrien: Lowering To A Hold On Mixed Q2 (Rating Downgrade) Nutrien is lowered to a Hold after a mixed Q2, as higher sales were accompanied by weaker profitability, lower fertilizer volumes, and higher sulfur costs. Long-term fertilizer demand remains tied to crop production, but that does not remove the cyclicality of Nutrien's earnings. Near-term uncertainty remains in nitrogen, phosphate, and Retail, while potash performed better and the lower end of 2026 potash volume guidance was raised.
View source ↗ - Newszacks.com·56d ago·Positive
Nutrien's Q2 Earnings Lag, Revenues Beat Estimates on Higher Prices NTR's Q2 sales topped estimates as potash gains and stronger benchmark prices helped offset lower volumes and higher sulfur costs.
View source ↗ - Newsseekingalpha.com·56d ago·Positive
Nutrien: The Market Misjudges The Structural Gas Arbitrage And The Looming Ag Cycle Nutrien Ltd. remains a Buy as current market pricing ignores dual catalysts: global LNG disruption and a reversal in the agricultural cycle. NTR's North American nitrogen assets benefit from structurally cheap gas, ensuring elevated margins for 2–3 years amid global LNG capacity outages. Rising global food prices and pent-up fertilizer demand set the stage for a cyclical upturn in NTR's potash, phosphate, and ret
View source ↗ - Newsmarketbeat.com·58d ago·Neutral
Nutrien Q2 Earnings Call Highlights Nutrien NYSE: NTR reported second-quarter adjusted EBITDA of $2.4 billion and first-half adjusted EBITDA of $3.5 billion, up 6% from a year earlier, as record potash sales volumes, proprietary-product margin growth and operating execution supported results.
View source ↗
Earnings
Wed, Nov 4(in 4 weeks)
Consensus estimate $0.88 per share
Typical surprise -3.3% (median, so one quarter with a near-zero estimate can't distort it)
- Wed, Aug 5$2.61 vs $2.70miss
- Wed, May 6$0.51 vs $0.48beat
- Wed, Feb 18$0.83 vs $0.87miss
- Wed, Nov 5$0.97 vs $0.93beat
- Wed, Aug 6$2.65 vs $2.40beat
- Wed, May 7$0.11 vs $0.33miss
Estimates and results for NTR via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by NTR officers and directors.
- Bought
- $1.2m
- Sold
- $193k
55 trades
10 trades
- Sherman Jerome Fbought
- Sherman Jerome Fbought
- Akre David Abought
- Akre David Abought
- Akre David Abought
- Akre David Abought
- Akre David Abought
- Akre David Abought
35 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
- Val Hoylehouse · OR04 · disclosed Oct 10, 2025 (17d later)Sell$1,001 - $15,000
- Val Hoylehouse · OR04 · disclosed Sep 12, 2025 (318d later)Buy$1,001 - $15,000
- Thomas Richard Carpersenate · DE · disclosed Mar 29, 2024 (1d later)Buy$1,001 - $15,000
- John Peter Rickettssenate · NE · disclosed Oct 20, 2023 (29d later)Sell$50,001 - $100,000
- Kurt Schraderhouse · OR05 · disclosed Apr 5, 2022 (19d later)Sell$1,001 - $15,000
- Kurt Schraderhouse · OR05 · disclosed Apr 1, 2022 (15d later)Sell$1,001 - $15,000
- Dean Phillipshouse · MN03 · disclosed Mar 12, 2020 (31d later)Sell$1,001 - $15,000
- Dean Phillipshouse · MN03 · disclosed Nov 6, 2019 (12d later)Sell$1,001 - $15,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.