Nutrien (NYSE:NTR) Announces Earnings Results, Misses Estimates By $0.09 EPS

Nutrien (NYSE:NTR) announced its quarterly earnings results on Wednesday. The company reported $2.61 earnings per share for the quarter, missing analysts’ consensus estimates of $2.70 by ($0.09), Briefing.com reports. Nutrien had a return on equity of 8.94% and a net margin of 8.44%.The business had revenue of $10.81 billion for the quarter, compared to analyst estimates of $10.44 billion. During the same period last year, the firm earned $2.65 EPS. Nutrien’s quarterly revenue was up 3.6% compared to the same quarter last year.

Nutrien Stock Performance

NTR traded down $0.16 during midday trading on Thursday, reaching $66.76. The company had a trading volume of 3,009,547 shares, compared to its average volume of 2,206,610. The business has a 50-day moving average price of $66.15 and a two-hundred day moving average price of $70.47. Nutrien has a 12-month low of $53.03 and a 12-month high of $85.36. The stock has a market cap of $31.93 billion, a PE ratio of 14.30, a P/E/G ratio of 0.67 and a beta of 0.61. The company has a debt-to-equity ratio of 0.35, a quick ratio of 0.59 and a current ratio of 1.24.

Nutrien Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, October 16th. Shareholders of record on Tuesday, September 29th will be given a $0.55 dividend. The ex-dividend date of this dividend is Tuesday, September 29th. This represents a $2.20 annualized dividend and a yield of 3.3%. Nutrien’s payout ratio is currently 44.81%.

Institutional Inflows and Outflows

A number of hedge funds have recently bought and sold shares of NTR. Guggenheim Capital LLC raised its stake in Nutrien by 2.2% in the fourth quarter. Guggenheim Capital LLC now owns 6,628 shares of the company’s stock valued at $409,000 after purchasing an additional 145 shares in the last quarter. Geneos Wealth Management Inc. increased its holdings in Nutrien by 42.4% in the 2nd quarter. Geneos Wealth Management Inc. now owns 735 shares of the company’s stock valued at $43,000 after buying an additional 219 shares during the period. NewEdge Advisors LLC increased its holdings in Nutrien by 3.3% in the 3rd quarter. NewEdge Advisors LLC now owns 7,458 shares of the company’s stock valued at $438,000 after buying an additional 236 shares during the period. Northwestern Mutual Wealth Management Co. raised its position in shares of Nutrien by 2.6% in the 3rd quarter. Northwestern Mutual Wealth Management Co. now owns 9,856 shares of the company’s stock valued at $579,000 after buying an additional 249 shares in the last quarter. Finally, Brown Brothers Harriman & Co. raised its position in shares of Nutrien by 11.1% in the 4th quarter. Brown Brothers Harriman & Co. now owns 2,567 shares of the company’s stock valued at $158,000 after buying an additional 256 shares in the last quarter. 63.10% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting Nutrien

Here are the key news stories impacting Nutrien this week:

• Positive Sentiment: Dividend supports income appeal: Nutrien declared a quarterly dividend of US$0.55 per share, or US$2.20 annualized, payable October 16 to shareholders of record September 29. The payout represents an approximate 3.3% yield and signals continued confidence in cash generation. Nutrien Declares Quarterly Dividend of US$0.55 per Share
• Neutral Sentiment: Revenue and operating performance remained resilient: Second-quarter revenue increased 3.6% year over year to approximately $10.81 billion, exceeding analysts’ $10.44 billion estimate. The company also generated about $2.5 billion in operating cash flow, although higher costs limited the benefit of stronger sales. Nutrien 2026 Q2 Results Earnings Call Presentation
• Negative Sentiment: Profit missed expectations: Nutrien reported quarterly EPS of $2.61, below the $2.70 consensus estimate and down from $2.65 a year earlier. Lower sales volumes offset higher fertilizer prices, particularly weighing on results for the world’s largest potash producer. The earnings shortfall is the primary reason the stock has decreased despite the revenue beat. Nutrien Misses Profit Estimates as Lower Volumes Blunt Higher Fertilizer Prices

Analysts Set New Price Targets

NTR has been the subject of a number of recent research reports. National Bank Financial set a $76.00 target price on shares of Nutrien and gave the company an “outperform” rating in a research report on Monday, July 13th. Scotiabank raised Nutrien from a “sector perform” rating to a “sector outperform” rating and set a $80.00 price target on the stock in a research note on Tuesday, June 30th. Morgan Stanley reduced their target price on Nutrien from $93.00 to $81.00 and set an “overweight” rating on the stock in a report on Tuesday, July 7th. Wall Street Zen downgraded shares of Nutrien from a “buy” rating to a “hold” rating in a research report on Saturday, May 16th. Finally, Barclays cut their price target on Nutrien from $85.00 to $81.00 and set an “overweight” rating on the stock in a report on Monday, July 27th. Sixteen equities research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, Nutrien currently has an average rating of “Moderate Buy” and a consensus target price of $81.84.

About Nutrien

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.