Nutrien (NYSE:NTR) Stock Price Expected to Rise, Bank of America Analyst Says

Nutrien (NYSE:NTR) had its target price hoisted by analysts at Bank of America from $64.00 to $71.00 in a report released on Friday,Benzinga reports. The brokerage currently has a “neutral” rating on the stock. Bank of America‘s price target indicates a potential downside of 1.12% from the stock’s current price.

A number of other equities research analysts also recently commented on NTR. Royal Bank Of Canada raised their price objective on shares of Nutrien from $70.00 to $75.00 and gave the company an “outperform” rating in a research report on Tuesday, January 20th. UBS Group raised their price target on Nutrien from $58.00 to $63.00 and gave the company a “neutral” rating in a report on Monday, January 12th. Zacks Research upgraded Nutrien from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, January 27th. TD Securities reiterated a “buy” rating on shares of Nutrien in a research report on Tuesday. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of Nutrien in a report on Monday, December 29th. Two investment analysts have rated the stock with a Strong Buy rating, five have issued a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Hold” and an average target price of $66.94.

Nutrien Price Performance

Shares of NYSE NTR opened at $71.80 on Friday. The stock has a fifty day moving average price of $66.06 and a 200 day moving average price of $60.57. Nutrien has a 1-year low of $45.78 and a 1-year high of $73.55. The company has a debt-to-equity ratio of 0.39, a current ratio of 1.41 and a quick ratio of 0.89. The company has a market cap of $34.57 billion, a PE ratio of 15.41 and a beta of 0.73.

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

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in NTR. Montag A & Associates Inc. grew its stake in Nutrien by 310.7% in the 4th quarter. Montag A & Associates Inc. now owns 423 shares of the company’s stock valued at $26,000 after acquiring an additional 320 shares during the last quarter. Sfam LLC purchased a new stake in shares of Nutrien in the fourth quarter valued at about $37,000. Root Financial Partners LLC acquired a new stake in shares of Nutrien in the third quarter valued at approximately $37,000. Huntington National Bank grew its position in shares of Nutrien by 72.6% in the second quarter. Huntington National Bank now owns 656 shares of the company’s stock valued at $38,000 after purchasing an additional 276 shares during the last quarter. Finally, Eastern Bank increased its stake in shares of Nutrien by 133.0% during the 4th quarter. Eastern Bank now owns 699 shares of the company’s stock worth $43,000 after purchasing an additional 399 shares in the last quarter. Institutional investors and hedge funds own 63.10% of the company’s stock.

More Nutrien News

Here are the key news stories impacting Nutrien this week:

• Positive Sentiment: Management expects stronger global potash demand in 2026, which should support volumes and pricing for Nutrien’s potash segment and bolster earnings outlook. Nutrien expects higher potash demand despite tough conditions for farmers
• Positive Sentiment: The Board raised the quarterly dividend to US$0.55 and authorized a new share repurchase program (up to ~5% of outstanding shares), increasing cash return to shareholders — a clear positive for yield‑seeking investors. Nutrien Increases Quarterly Dividend and Announces Intent to Launch a New Share Repurchase Program
• Positive Sentiment: Adjusted EBITDA and net earnings remained solid (adjusted EBITDA ~$1.28B; net earnings $580M), reflecting profitable performance across segments and cost/capex discipline noted by management. That underpins mid‑cycle cash generation. Nutrien Reports Full-Year 2025 Results and Provides 2026 Guidance
• Positive Sentiment: Barclays raised its price target to $70 (equal‑weight), signaling some analyst confidence in valuation upside despite the earnings miss. Barclays Increases Nutrien (NYSE:NTR) Price Target to $70.00
• Neutral Sentiment: Full Q4 earnings materials, slide deck and call transcripts are available for deeper review; helpful for investors assessing segment details and 2026 guidance assumptions. Q4 slide deck / press release
• Neutral Sentiment: Earnings call transcripts and presentations provide management commentary on farmer economics and inventory dynamics — useful but will require modeling to quantify 2026 upside vs. weather/farm income risks. Nutrien Q4 2025 Earnings Call Transcript
• Negative Sentiment: Reported adjusted EPS of $0.83 and revenue of $5.12B missed consensus (EPS ~$0.87; revenue ~$5.26B), which pressured the stock and raises short‑term uncertainty on earnings momentum. Nutrien Q4 results and analyst comparisons
• Negative Sentiment: Market reaction was negative after the print — several outlets reported share weakness following the mixed quarter and the EPS/revenue miss. Short‑term headwinds may persist until 2026 demand gains are visibly translating into sales. 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.