Nutrien (NYSE:NTR) Releases Earnings Results, Misses Expectations By $0.04 EPS

Nutrien (NYSE:NTR) issued its quarterly earnings results on Wednesday. The company reported $0.83 EPS for the quarter, missing the consensus estimate of $0.87 by ($0.04), Briefing.com reports. The company had revenue of $5.12 billion for the quarter, compared to the consensus estimate of $5.26 billion. Nutrien had a return on equity of 7.54% and a net margin of 6.79%.The business’s revenue for the quarter was up 5.1% on a year-over-year basis. During the same period in the previous year, the business posted $0.31 EPS.

Nutrien Stock Performance

NYSE:NTR opened at $70.37 on Thursday. The company has a 50-day moving average of $65.84 and a 200-day moving average of $60.49. The firm has a market cap of $33.88 billion, a price-to-earnings ratio of 18.97 and a beta of 0.73. The company has a current ratio of 1.41, a quick ratio of 0.89 and a debt-to-equity ratio of 0.39. Nutrien has a twelve month low of $45.78 and a twelve month high of $73.55.

Analyst Ratings Changes

A number of research analysts have issued reports on NTR shares. TD Securities reissued a “buy” rating on shares of Nutrien in a research note on Tuesday. Morgan Stanley raised Nutrien from an “equal weight” rating to an “overweight” rating and lifted their price target for the company from $70.00 to $77.00 in a report on Wednesday, January 14th. Oppenheimer reissued an “outperform” rating on shares of Nutrien in a report on Tuesday, January 27th. Mizuho raised their target price on Nutrien from $65.00 to $68.00 and gave the company a “neutral” rating in a research report on Friday, January 16th. Finally, Wall Street Zen upgraded Nutrien from a “hold” rating to a “buy” rating in a research report on Saturday, January 31st. Two research analysts have rated the stock with a Strong Buy rating, five have assigned a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus price target of $66.69.

Institutional Investors Weigh In On Nutrien

Several hedge funds have recently modified their holdings of NTR. Wellington Management Group LLP boosted its holdings in shares of Nutrien by 440.2% during the fourth quarter. Wellington Management Group LLP now owns 16,338,606 shares of the company’s stock worth $1,008,713,000 after purchasing an additional 13,313,817 shares during the period. FIL Ltd lifted its position in Nutrien by 28.9% in the 4th quarter. FIL Ltd now owns 4,099,609 shares of the company’s stock worth $253,046,000 after buying an additional 918,422 shares in the last quarter. Man Group plc boosted its stake in shares of Nutrien by 5,178.4% during the 3rd quarter. Man Group plc now owns 775,919 shares of the company’s stock valued at $45,577,000 after buying an additional 761,219 shares during the period. Boston Partners grew its holdings in shares of Nutrien by 25.7% during the 3rd quarter. Boston Partners now owns 3,247,544 shares of the company’s stock valued at $190,663,000 after acquiring an additional 664,855 shares in the last quarter. Finally, Kopernik Global Investors LLC grew its holdings in shares of Nutrien by 38.5% during the 4th quarter. Kopernik Global Investors LLC now owns 1,753,659 shares of the company’s stock valued at $108,236,000 after acquiring an additional 487,059 shares in the last quarter. 63.10% of the stock is owned by hedge funds and other institutional investors.

Key Nutrien News

Here are the key news stories impacting Nutrien this week:

• Positive Sentiment: Board boosts shareholder returns — Nutrien raised its quarterly dividend to US$0.55 and announced intent to repurchase up to 5% of outstanding shares, which supports cash return to shareholders and can be accretive to EPS. Nutrien Increases Quarterly Dividend and Announces Intent to Launch a New Share Repurchase Program
• Positive Sentiment: Strong 2025 operating results and guidance tone — Company-released results show solid adjusted EBITDA and management described 2025 as a “defining year” with cost and capex reductions exceeding targets; the release included full-year 2025 results and 2026 guidance (supportive for near-term outlook). Nutrien Reports Full-Year 2025 Results and Provides 2026 Guidance
• Neutral Sentiment: Analyst target/coverage updates mixed but not overtly bullish — Barclays raised its price target to $70 with an “equal weight” rating (close to current levels), which is more of a neutral datapoint than a buy signal. Barclays Raises Price Target
• Neutral Sentiment: UBS assigns a “hold” — another neutral/benchmarked view from the street that suggests no strong analyst consensus upgrade pressure. Nutrien Gets a Hold from UBS
• Negative Sentiment: Quarterly EPS missed some estimates — Adjusted earnings per share was reported around $0.83 (company Zacks/BusinessWire figure) but missed certain consensus figures (~$0.87); other outlets reported a $0.76 EPS print vs. estimates. A miss on adjusted EPS can temper investor enthusiasm despite underlying cash metrics. Nutrien (NTR) Q4 Earnings Lag Estimates MarketBeat Q4 Summary
• Negative Sentiment: Mixed/more negative third‑party summaries — Some data summaries (QuiverQuant) flagged large year-over-year declines in revenue and margins in certain line items and reported an initial post-close share dip, highlighting how headline metrics can be interpreted negatively by traders. Nutrien Ltd. (NTR) Stock Falls on Q4 2025 Earnings

Nutrien Company Profile

Nutrien Ltd. is a global fertilizer and agricultural-services company headquartered in Saskatoon, Saskatchewan, Canada. The company is publicly traded and operates across the farm input value chain, combining upstream fertilizer production with a broad retail and services platform aimed at supporting crop production worldwide. Nutrien’s business model integrates the manufacture and distribution of crop nutrients with on-the-ground agronomic support for growers and agricultural businesses.

Nutrien produces and supplies the three primary fertilizer nutrients—potash, nitrogen and phosphate—through its wholesale operations, and markets a wide range of crop inputs including seeds and crop protection products.