Market Cap
$33.9B
NTR
Nutrien Ltd.
$70.09 ▲ +0.52%
Prev close $69.73Market cap$33.9B
ConsensusBuy
12-mo target$76.81 (+9.6%)
▲ Bullish
Analyst conviction 7/10
30 New Institutional Positions20 Institutional Exits Materials & Mining
Snapshot
The big-picture read on NTR right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Buy (69%)
Inst. Holders
50 funds
Inst. Value
$15.2B
Inst. Activity
30 buys / 20 sells
Social Sentiment
50° Neutral
SEC Reports
5
Price chart 30d -12.7%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 29, 2026 short_volume
Aug 6, 2026 SEC Short Volume: NTR — 55.2% short (0.4M / 0.7M)
Short: 359,159 | Exempt: 72 | TRF Vol: 650,191 | Short Ratio: 55.2% | Off-exchange volume (dark pool
Nutrien reported Q2 2026 net earnings of $1.22B ($2.53 diluted EPS) on revenue of $10.81B, with adjusted EBITDA of $2.43
6-K — Impact 6/10
Jun 30, 2026 Inst.
WELLINGTON MANAGEMENT GROUP LLP — TRIM
10,389,040 shares ($654.1M)
Jun 30, 2026 Inst.
May 29, 2026 SEC TD ASSET MANAGEMENT INC — TRIM
6,711,138 shares ($422.7M)
Nutrien Ltd. issued $1.0 billion in senior notes across two tranches: $500 million of 4.850% notes due 2031 and $500 mil
6-K — Impact 4/10
Nutrien Ltd. priced $1.0 billion in senior unsecured notes across two tranches: $500M of 4.850% notes due 2031 and $500M
6-K — Impact 3/10
Mar 30, 2026 Event
1:26-cv-02585 Stevens et al v. Nutrien AG Solutions et al
Court ruling from United States District Court for the Northern District of Illinois. Docket: N/A
Analyst ratings buy % +23.2%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
69% rate it Buy or better · 26 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 18, 2026 | RBC Capital | REITERATE | Outperform | 55% |
| Sep 11, 2026 | Keybanc | INITIATE | Sector Weight | 52% |
| Aug 11, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jul 27, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jul 23, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Jul 16, 2026 | Jefferies | DOWNGRADE | Hold | 53% |
| Jul 14, 2026 | Mizuho | MAINTAIN | Neutral | 52% |
| Jul 7, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Jun 30, 2026 | Scotiabank | UPGRADE | Sector Outperform | 56% |
| May 12, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 13 | 6 | 2 | 0 | 69% | |
| Aug 1, 2026 | 5 | 13 | 5 | 2 | 0 | 72% | |
| Jul 1, 2026 | 6 | 13 | 5 | 2 | 0 | 73% | |
| Jun 1, 2026 | 6 | 13 | 5 | 2 | 0 | 73% | |
| May 1, 2026 | 6 | 13 | 6 | 2 | 0 | 70% | |
| Apr 1, 2026 | 5 | 12 | 8 | 2 | 0 | 63% | |
| Mar 1, 2026 | 4 | 11 | 10 | 2 | 0 | 56% | |
| Feb 1, 2026 | 4 | 11 | 10 | 2 | 0 | 56% |
Price targets
Where 21 covering analysts think NTR trades over the next 12 months.
$76.81 +9.6% upside Buy
Current$70.09 Low$59.00 Median$79.60 High$90.00 21 analysts
$59.00$90.00
Analyst rating Buy· 2.2/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
50°
Neutral
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
5 SEC filing reports analyzed · 1 bullish, 0 bearish, 0 mixed, 4 neutral · avg impact 3.6/10.
BULLISH6-K6/10
Nutrien reported Q2 2026 net earnings of $1.22B ($2.53 diluted EPS) on revenue of $10.81B, with adju
Aug 6, 2026
NEUTRAL6-K4/10
Nutrien Ltd. issued $1.0 billion in senior notes across two tranches: $500 million of 4.850% notes d
May 29, 2026
NEUTRAL6-K3/10
Nutrien Ltd. priced $1.0 billion in senior unsecured notes across two tranches: $500M of 4.850% note
May 27, 2026
NEUTRAL6-K2/10
Nutrien Ltd. filed a Form 6-K reporting the results of its 2026 annual meeting of shareholders. All
May 7, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 29, 2026
short_volume
Short Volume: NTR — 55.2% short (0.4M / 0.7M)
Short: 359,159 | Exempt: 72 | TRF Vol: 650,191 | Short Ratio: 55.2% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: NTR — 83.3% short (2.3M / 2.7M)
Short: 2,273,545 | Exempt: 545 | TRF Vol: 2,729,342 | Short Ratio: 83.3% | Off-exchange volume (dark pool + OTC)
Sep 23, 2026
short_volume
Short Volume: NTR — 59.8% short (0.3M / 0.6M)
Short: 349,375 | Exempt: 28 | TRF Vol: 584,578 | Short Ratio: 59.8% | Off-exchange volume (dark pool + OTC)
Sep 22, 2026
short_volume
Short Volume: NTR — 60.1% short (0.5M / 0.8M)
Short: 507,961 | Exempt: 2,739 | TRF Vol: 845,773 | Short Ratio: 60.1% | Off-exchange volume (dark pool + OTC)
Sep 21, 2026
short_volume
Short Volume: NTR — 57.6% short (1.1M / 2.0M)
Short: 1,147,897 | Exempt: 934 | TRF Vol: 1,993,362 | Short Ratio: 57.6% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.92 | $0.63–$1.19 | -5.0% | -1.0% | 1↑ 13↓ | $5.7B | 16 |
| Next Q | $0.97 | $0.79–$1.24 | 17.1% | -1.2% | 3↑ 10↓ | $5.3B | 16 |
| Current FY | $5.01 | $4.36–$5.45 | 9.8% | +0.5% | 0↑ 17↓ | $27.7B | 21 |
| Next FY | $5.01 | $3.98–$6.72 | 0.1% | +2.4% | 6↑ 13↓ | $27.4B | 23 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.922 | — |
| 7d ago | $0.922 | — |
| 30d ago | $0.931 | -0.009 |
| 60d ago | $1.232 | -0.311 |
| 90d ago | $1.274 | -0.352 |
Institutional ownership
Which big funds own NTR (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $15.2B total value (239,031,673 shares) as of 2026-Q2. Top holders: Erste, ROYAL, VANGUARD. Net buying activity: 30 institutions added/increased vs 20 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| ROYAL BANK OF CANADA | 32,897,258 | $2.1B | 13.7% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 14,739,325 | $928.6M | 6.1% | — |
| BANK OF MONTREAL /CAN/ | 13,797,719 | $868.4M | 5.7% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 10,389,040 | $654.1M | 4.3% | TRIM -35.4% |
| First Eagle Investment Management, LLC | 9,971,263 | $627.7M | 4.1% | — |
| DEUTSCHE BANK AG\ | 9,352,182 | $588.7M | 3.9% | — |
| 1832 Asset Management L.P. | 7,184,426 | $452.3M | 3.0% | — |
| Capital International Investors | 6,837,571 | $430.8M | 2.8% | — |
| TD ASSET MANAGEMENT INC | 6,711,138 | $422.7M | 2.8% | TRIM -27.5% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 16,092,715 | 10,389,040 | -35.4% | $654.1M |
| TD ASSET MANAGEMENT INC | TRIM | 9,260,735 | 6,711,138 | -27.5% | $422.7M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | TRIM | 11,828,890 | 6,031,028 | -49.0% | $379.6M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | ADD | 4,561,747 | 5,966,277 | +30.8% | $375.2M |
| CANADA PENSION PLAN INVESTMENT BOARD | ADD | 3,901,406 | 5,709,156 | +46.3% | $359.3M |
| Boston Partners | ADD | 2,133,479 | 4,092,255 | +91.8% | $352.3M |
| NORGES BANK | NEW | — | 5,411,013 | — | $340.6M |
| TORONTO DOMINION BANK | ADD | 2,863,422 | 3,779,359 | +32.0% | $237.9M |
| VAN ECK ASSOCIATES CORP | ADD | 2,321,561 | 3,360,919 | +44.8% | $211.6M |
| Ninety One UK Ltd | ADD | 1,424,220 | 1,781,380 | +25.1% | $112.1M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for NTR.
Shares short
7,565,200
Settlement Sep 15, 2026
Change vs prior
+25.9%
Semi-monthly cycle
Days to cover
2.6
At avg daily volume
Of shares outstanding
≈1.6%
Estimate — not % of float
All NTR filing & press-release reports (5)
- 6-K reportAug 6, 2026
- 6-K reportMay 29, 2026
- 6-K reportMay 27, 2026
- 6-K reportMay 7, 2026
- COURT-RULING reportMar 30, 2026