Nutrien (NYSE:NTR) Price Target Raised to $78.00 at JPMorgan Chase & Co.

Nutrien (NYSE:NTR) had its target price boosted by JPMorgan Chase & Co. from $68.00 to $78.00 in a research note released on Friday morning,Benzinga reports. The brokerage currently has an overweight rating on the stock.

Several other analysts have also issued reports on NTR. Weiss Ratings reiterated a “hold (c)” rating on shares of Nutrien in a report on Monday, December 29th. Bank of America upped their price objective on Nutrien from $64.00 to $71.00 and gave the stock a “neutral” rating in a research note on Friday. TD Securities reissued a “buy” rating and issued a $81.00 price objective (up previously from $80.00) on shares of Nutrien in a report on Tuesday. Royal Bank Of Canada raised their target price on shares of Nutrien from $70.00 to $75.00 and gave the company an “outperform” rating in a research note on Tuesday, January 20th. Finally, Raymond James Financial boosted their target price on shares of Nutrien from $68.00 to $74.00 and gave the stock a “market perform” rating in a report on Friday. Two research analysts have rated the stock with a Strong Buy rating, seven have issued a Buy rating, ten have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $70.11.

Nutrien Stock Performance

Shares of NTR stock opened at $71.19 on Friday. Nutrien has a 12 month low of $45.78 and a 12 month high of $73.55. The company’s fifty day simple moving average is $66.23 and its 200-day simple moving average is $60.66. The firm has a market cap of $34.27 billion, a PE ratio of 15.28 and a beta of 0.73. The company has a quick ratio of 0.89, a current ratio of 1.41 and a debt-to-equity ratio of 0.39.

Nutrien (NYSE:NTR) last released its earnings results on Wednesday, February 18th. The company reported $0.83 earnings per share for the quarter, missing analysts’ consensus estimates of $0.87 by ($0.04). Nutrien had a net margin of 8.43% and a return on equity of 8.46%. The business had revenue of $5.12 billion during the quarter, compared to the consensus estimate of $5.26 billion. During the same period last year, the business posted $0.31 EPS. The firm’s revenue for the quarter was up 5.1% on a year-over-year basis. Equities research analysts expect that Nutrien will post 3.72 EPS for the current fiscal year.

Nutrien Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, April 16th. Investors of record on Tuesday, March 31st will be issued a dividend of $0.55 per share. This represents a $2.20 dividend on an annualized basis and a dividend yield of 3.1%. The ex-dividend date of this dividend is Tuesday, March 31st. This is a boost from Nutrien’s previous quarterly dividend of $0.55. Nutrien’s payout ratio is presently 58.76%.

Hedge Funds Weigh In On Nutrien

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Compound Planning Inc. raised its position in shares of Nutrien by 6.9% in the fourth quarter. Compound Planning Inc. now owns 5,371 shares of the company’s stock valued at $332,000 after purchasing an additional 348 shares during the period. Invesco Ltd. grew its stake in Nutrien by 3.5% in the 4th quarter. Invesco Ltd. now owns 1,415,304 shares of the company’s stock valued at $87,353,000 after buying an additional 47,798 shares during the last quarter. Alberta Investment Management Corp raised its holdings in Nutrien by 13.0% in the 4th quarter. Alberta Investment Management Corp now owns 687,200 shares of the company’s stock valued at $42,418,000 after acquiring an additional 78,900 shares during the period. Mercer Global Advisors Inc. ADV lifted its position in Nutrien by 10.8% during the fourth quarter. Mercer Global Advisors Inc. ADV now owns 6,415 shares of the company’s stock worth $396,000 after acquiring an additional 623 shares during the last quarter. Finally, Mackenzie Financial Corp lifted its position in Nutrien by 4.4% during the fourth quarter. Mackenzie Financial Corp now owns 7,219,733 shares of the company’s stock worth $450,310,000 after acquiring an additional 305,458 shares during the last quarter. 63.10% of the stock is owned by institutional investors.

Nutrien News Roundup

Here are the key news stories impacting Nutrien this week:

• Positive Sentiment: Multiple broker upgrades and higher price targets — BMO raised its target to $85 (outperform), JPMorgan to $78 (overweight), Wells Fargo to $77 (equal weight) and Raymond James to $74, signaling analyst confidence in Nutrien’s outlook and suggesting meaningful upside from recent levels. BayStreet.CA Benzinga
• Positive Sentiment: Shareholder returns: Nutrien raised its quarterly dividend (to $0.55) and announced a new buyback program — a direct positive for investors seeking yield and capital return. TipRanks
• Positive Sentiment: Favorable commodity outlook: Management expects stronger global potash demand in 2026 despite difficult farm economics — a revenue/volume tailwind for Nutrien’s fertilizer segment. Reuters
• Neutral Sentiment: Earnings materials available — full Q4 2025 call transcript and presentation have been published for investor review; useful for drilling into segment-level detail but not a directional catalyst by itself. Seeking Alpha Yahoo Finance
• Neutral Sentiment: Some analysts remain cautious: Bank of America raised its target to $71 but kept a neutral rating (minimal implied upside). That tempers the bullish momentum from higher targets. Benzinga
• Negative Sentiment: Operational results missed consensus: Q4 EPS came in at $0.83 vs. $0.87 expected and revenue of ~$5.12B was slightly below estimates — the earnings miss is the primary near-term negative pressure on the share price. Zacks
• Negative Sentiment: Mixed analyst views persist — UBS assigned a “hold,” which indicates some investors and brokers are reserving judgment despite the positive catalysts. Globe & Mail

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.