Nutrien Ltd. provides crop inputs and services. The company operates through Retail, Potash, Nitrogen, and Phosphate segments. The Retail segment distributes crop nutrients, crop protection products, seeds, and merchandise products. The Potash segment provides granular and standard potash products. The Nitrogen segment offers ammonia, urea, urea ammonium nitrate, industrial grade ammonium nitrate, and ammonium sulfate. The Phosphate segment provides solid fertilizer, liquid fertilizer, and industrial and feed products. In addition, it provides services directly to growers through a network of farm centers in North America, South America, and Australia. The company was incorporated in 2017 and is headquartered in Saskatoon, Canada.

Nutrien Ltd.

Looking at the underlying holdings of the ETFs in our coverage universe at ETF Channel, we have compared the trading price of each holding against the average analyst 12-month forward target price, and computed the weighted average implied analyst target price for the ETF itself. For the SPDR S&P Global Natural Resources ETF (Symbol: GNR), we found that the implied analyst target price for the ETF based upon its underlying holdings is $63.99 per unit.
With GNR trading at a recent price near $58.06 per unit, that means that analysts see 10.21% upside for this ETF looking through to the average analyst targets of the underlying holdings. Three of GNR's underlying holdings with notable upside to their analyst target prices are Suzano SA (Symbol: SUZ), Barrick Mining Corp (Symbol: B), and Nutrien Ltd (Symbol: NTR). Although SUZ has traded at a recent price of $8.82/share, the average analyst target is 81.41% higher at $16.00/share. Similarly, B has 21.04% upside from the recent share price of $31.50 if the average analyst target price of $38.13/share is reached, and analysts on average are expecting NTR to reach a target price of $66.40/share, which is 18.55% above the recent price of $56.01. Below is a twelve month price history chart comparing the stock performance of SUZ, B, and NTR:
Below is a summary table of the current analyst target prices discussed above:
Name
Symbol
Recent Price
Avg. Analyst 12-Mo. Target
% Upside to Target
SPDR S&P Global Natural Resources ETF
GNR
$58.06
$63.99
10.21%
Suzano SA
SUZ
$8.82
$16.00
81.41%
Barrick Mining Corp
B
$31.50
$38.13
21.04%
Nutrien Ltd
NTR
$56.01
$66.40
18.55%
Are analysts justified in these targets, or overly optimistic about where these stocks will be trading 12 months from now? Do the analysts have a valid justification for their targets, or are they behind the curve on recent company and industry developments? A high price target relative to a stock's trading price can reflect optimism about the future, but can also be a precursor to target price downgrades if the targets were a relic of the past. These are questions that require further investor research.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

How The Pieces Add Up: GNR Headed For $64

The following companies are expected to report earnings prior to market open on 10/22/2025. Visit our Earnings Calendar for a full list of expected earnings releases.
Thermo Fisher Scientific Inc (TMO)is reporting for the quarter ending September 30, 2025. The medical instruments company's consensus earnings per share forecast from the 10 analysts that follow the stock is $5.50. This value represents a 4.17% increase compared to the same quarter last year. In the past year TMO has beat the expectations every quarter. The highest one was in the 2nd calendar quarter where they beat the consensus by 2.68%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for TMO is 24.17 vs. an industry ratio of 7.00, implying that they will have a higher earnings growth than their competitors in the same industry.
AT&T Inc. (T)is reporting for the quarter ending September 30, 2025. The wireless (national) company's consensus earnings per share forecast from the 6 analysts that follow the stock is $0.55. This value represents a 8.33% decrease compared to the same quarter last year. T missed the consensus earnings per share in the 1st calendar quarter of 2025 by -1.92%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for T is 12.73 vs. an industry ratio of 5.40, implying that they will have a higher earnings growth than their competitors in the same industry.
GE Vernova Inc. (GEV)is reporting for the quarter ending September 30, 2025. The alternative energy company's consensus earnings per share forecast from the 7 analysts that follow the stock is $1.78. This value represents a 408.57% increase compared to the same quarter last year. GEV missed the consensus earnings per share in the 4th calendar quarter of 2024 by -25.43%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for GEV is 77.45 vs. an industry ratio of 145.00.
Amphenol Corporation (APH)is reporting for the quarter ending September 30, 2025. The electrical connectors company's consensus earnings per share forecast from the 6 analysts that follow the stock is $0.79. This value represents a 58.00% increase compared to the same quarter last year. In the past year APH has beat the expectations every quarter. The highest one was in the 2nd calendar quarter where they beat the consensus by 22.73%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for APH is 42.14 vs. an industry ratio of 42.20.
Boston Scientific Corporation (BSX)is reporting for the quarter ending September 30, 2025. The medical products company's consensus earnings per share forecast from the 10 analysts that follow the stock is $0.71. This value represents a 12.70% increase compared to the same quarter last year. In the past year BSX has beat the expectations every quarter. The highest one was in the 2nd calendar quarter where they beat the consensus by 4.17%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for BSX is 33.73 vs. an industry ratio of 7.90, implying that they will have a higher earnings growth than their competitors in the same industry.
CME Group Inc. (CME)is reporting for the quarter ending September 30, 2025. The securities exchange company's consensus earnings per share forecast from the 8 analysts that follow the stock is $2.63. This value represents a 1.87% decrease compared to the same quarter last year. In the past year CME has beat the expectations every quarter. The highest one was in the 2nd calendar quarter where they beat the consensus by 1.72%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for CME is 24.22 vs. an industry ratio of 23.70, implying that they will have a higher earnings growth than their competitors in the same industry.
Moody's Corporation (MCO)is reporting for the quarter ending September 30, 2025. The financial services company's consensus earnings per share forecast from the 8 analysts that follow the stock is $3.70. This value represents a 15.26% increase compared to the same quarter last year. In the past year MCO has beat the expectations every quarter. The highest one was in the 2nd calendar quarter where they beat the consensus by 3.49%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for MCO is 33.67 vs. an industry ratio of 18.70, implying that they will have a higher earnings growth than their competitors in the same industry.
Vertiv Holdings, LLC (VRT)is reporting for the quarter ending September 30, 2025. The information technology services company's consensus earnings per share forecast from the 7 analysts that follow the stock is $1.00. This value represents a 31.58% increase compared to the same quarter last year. In the past year VRT has beat the expectations every quarter. The highest one was in the 2nd calendar quarter where they beat the consensus by 14.46%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for VRT is 45.76 vs. an industry ratio of 15.20, implying that they will have a higher earnings growth than their competitors in the same industry.
Hilton Worldwide Holdings Inc. (HLT)is reporting for the quarter ending September 30, 2025. The hotel company's consensus earnings per share forecast from the 6 analysts that follow the stock is $2.04. This value represents a 6.25% increase compared to the same quarter last year. In the past year HLT has beat the expectations every quarter. The highest one was in the 2nd calendar quarter where they beat the consensus by 7.84%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for HLT is 32.84 vs. an industry ratio of 21.10, implying that they will have a higher earnings growth than their competitors in the same industry.
Westinghouse Air Brake Technologies Corporation (WAB)is reporting for the quarter ending September 30, 2025. The transportation company's consensus earnings per share forecast from the 4 analysts that follow the stock is $2.27. This value represents a 13.50% increase compared to the same quarter last year. WAB missed the consensus earnings per share in the 4th calendar quarter of 2024 by -2.89%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for WAB is 22.04 vs. an industry ratio of 15.50, implying that they will have a higher earnings growth than their competitors in the same industry.
Teledyne Technologies Incorporated (TDY)is reporting for the quarter ending September 30, 2025. The aerospace and defense company's consensus earnings per share forecast from the 5 analysts that follow the stock is $5.50. This value represents a 7.84% increase compared to the same quarter last year. In the past year TDY has beat the expectations every quarter. The highest one was in the 2nd calendar quarter where they beat the consensus by 3.59%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for TDY is 26.62 vs. an industry ratio of 56.90.
Northern Trust Corporation (NTRS)is reporting for the quarter ending September 30, 2025. The bank company's consensus earnings per share forecast from the 7 analysts that follow the stock is $2.26. This value represents a 15.31% increase compared to the same quarter last year. In the past year NTRS has beat the expectations every quarter. The highest one was in the 2nd calendar quarter where they beat the consensus by 2.4%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for NTRS is 14.93 vs. an industry ratio of 12.40, implying that they will have a higher earnings growth than their competitors in the same industry.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Pre-Market Earnings Report for October 22, 2025 : TMO, T, GEV, APH, BSX, CME, MCO, VRT, HLT, WAB, TDY, NTRS

(RTTNews) - Nutrien Ltd. (NTR), Tuesday announced that it has initiated a controlled shut down of its Trinidad Nitrogen operations at the Point Lisas' facility, effective October 23, 2025.
The decision comes after port access restrictions were imposed by Trinidad and Tobago's National Energy Corp. Also, lack of reliable and economic natural gas supply has contributed to this move.
However, Nutrien will continue to engage with stakeholders and assess options with respect to its operations in Trinidad.
In other news, the company expects to be within its 2025 annual nitrogen sales volume guidance range of 10.7 to 11.2 million tonnes, primarily due to the continued strong performance of its North American Nitrogen operations.
Currently, NTR is trading at $57.19, down 0.67 percent on the New York Stock Exchange.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Nutrien Commences Controlled Shut Down Of Its Trinidad Nitrogen Operations At Point Lisas Facility

Looking at the universe of stocks we cover at Dividend Channel, on 9/29/25, Nutrien Ltd (Symbol: NTR), International Flavors & Fragrances Inc. (Symbol: IFF), and Vermilion Energy Inc (Symbol: VET) will all trade ex-dividend for their respective upcoming dividends. Nutrien Ltd will pay its quarterly dividend of $0.545 on 10/17/25, International Flavors & Fragrances Inc. will pay its quarterly dividend of $0.40 on 10/10/25, and Vermilion Energy Inc will pay its quarterly dividend of $0.13 on 10/15/25. As a percentage of NTR's recent stock price of $59.03, this dividend works out to approximately 0.92%, so look for shares of Nutrien Ltd to trade 0.92% lower — all else being equal — when NTR shares open for trading on 9/29/25. Similarly, investors should look for IFF to open 0.64% lower in price and for VET to open 1.57% lower, all else being equal.
Below are dividend history charts for NTR, IFF, and VET, showing historical dividends prior to the most recent ones declared.
Nutrien Ltd (Symbol: NTR):
International Flavors & Fragrances Inc. (Symbol: IFF):
Vermilion Energy Inc (Symbol: VET):
In general, dividends are not always predictable, following the ups and downs of company profits over time. Therefore, a good first due diligence step in forming an expectation of annual yield going forward, is looking at the history above, for a sense of stability over time. This can help in judging whether the most recent dividends from these companies are likely to continue. If they do continue, the current estimated yields on annualized basis would be 3.69% for Nutrien Ltd, 2.56% for International Flavors & Fragrances Inc., and 6.30% for Vermilion Energy Inc.
In Thursday trading, Nutrien Ltd shares are currently up about 4.7%, International Flavors & Fragrances Inc. shares are up about 0.2%, and Vermilion Energy Inc shares are up about 2.5% on the day.
Click here to learn which 25 S.A.F.E. dividend stocks should be on your radar screen »
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Ex-Dividend Reminder: Nutrien, International Flavors & Fragrances and Vermilion Energy

Nutrien Ltd (Symbol: NTR) has been named to the Dividend Channel ''International S.A.F.E. 10'' list, signifying an international stock with above-average ''DividendRank'' statistics including a strong 3.9% yield, as well as a superb track record of at least five years of dividend growth, according to the most recent ''DividendRank'' report.
According to the ETF Finder at ETF Channel, Nutrien Ltd is an underlying holding representing 2.22% of the Powershares International Dividend Achievers ETF (PID), which holds $19,225,547 worth of NTR shares.
Nutrien Ltd (Symbol: NTR) made the "Dividend Channel International S.A.F.E. 10" list because of these qualities: S. Solid return — hefty yield and strong DividendRank characteristics; A. Accelerating amount — consistent dividend increases over time; F. Flawless five year history — never a missed or lowered dividend; E. Enduring — at least a half-decade of dividend payments.
The annualized dividend paid by Nutrien Ltd is $2.18/share, currently paid in quarterly installments, and its most recent dividend ex-date was on 09/29/2025. Below is a long-term dividend history chart for NTR, which the report stressed as being of key importance.
NTR operates in the Agricultural Chemicals sector, among companies like Corteva Inc (CTVA), and Sociedad Quimica y Minera de Chile S.A. (SQM).
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Nutrien a Top Ranked SAFE Dividend Stock With 3.9% Yield (NTR)

The Mosaic Company MOS and Nutrien Ltd. NTR are two of the biggest players in the fertilizer space, producing key nutrients like potash and phosphate. The underlying strength of the agricultural market and attractive farm economics are spurring demand for fertilizers globally. Farmer economics remain favorable in most global growing regions due to strong crop demand and affordable inputs.
Strong grower economics, improved affordability and low inventory levels are driving potash demand globally. The phosphate market is also benefiting from higher global demand and low producer and channel inventories. Strong demand and supply tightness have also led to an uptick in phosphate and potash prices this year.
Let’s dive deep and closely compare the fundamentals of these two major fertilizer producers to determine which one is a better investment option now amid the current environment.
The Case for Mosaic
MOS is benefiting from the strong demand for phosphate and potash, aided by favorable agricultural conditions. Its actions to improve its operating cost structure through transformation plans are expected to boost profitability.
Mosaic remains on track with its cost-reduction plan, which is now expected to drive $250 million in run-rate cost reductions by the end of 2026, having already achieved $150 million in cost reduction targets. The additional cost reductions are expected to be realized through optimization of the supply chain, automation of administrative functions, absorption of fixed costs and operational cost cuts.
MOS also remains committed to carrying out investments with high returns and moderate capital expenditures. It has completed the 800,000-ton MicroEssentials capacity conversion, with volumes expected to rise 25% in 2025. The Esterhazy Hydrofloat project, which added 400,000 tons in milling capacity, is complete and produced the first potash tons in July 2025, with a ramp-up expected by the end of the year.
Hydrofloat will enable Mosaic to produce low-cost potash tons. The construction of a new blending and distribution center in Palmeirante, Brazil, was also completed in July 2025, supporting the company’s long-term growth objectives in Brazilian agriculture markets. The facility is expected to enable Mosaic Fertilizantes to increase overall sales by 1 million tons.
MOS generates substantial cash flows, which enable it to finance its strategic growth investment, pay down debt and drive shareholder value. The company generated an operating cash flow of $610 million and a free cash flow of $305 million in the second quarter of 2025. It expects to generate stronger cash flow in the second half of 2025, allowing debt reductions and shareholder returns through dividends and buybacks.
Further, Mosaic offers a healthy dividend yield of roughly 2.6% at the current stock price. It has a payout ratio of 49% (a ratio below 60% is a good indicator that the dividend will be sustainable). MOS has a five-year annualized dividend growth rate of 41.6%.
The Case for Nutrien
Nutrien is benefiting from healthy demand for crop nutrients, its actions to reduce costs and strategic acquisitions. Improving fertilizer prices are providing further support. It is seeing healthy fertilizer demand in its major markets.
The company expects an increase in U.S. corn acreage in 2025 and sees strong demand for crop inputs. NTR’s second-quarter and first-half 2025 potash sales volumes reached record highs, driven by favorable potash affordability and robust consumption in North America and major offshore markets. It has raised potash sales volume guidance to 13.9-14.5 million tons, driven by anticipated higher global demand.
NTR should also gain from acquisitions and increased adoption of its digital platform. It continues to expand its footprint in Brazil through acquisitions. It is expected to continue pursuing targeted opportunities in its core markets. The company expects to utilize part of its free cash flow for incremental growth investments, including tuck-in acquisitions in the retail business in 2025.
Cost and operational efficiency initiatives are also expected to aid the company’s performance. NTR remains focused on lowering the cost of production in the potash business. The company has announced several strategic actions to reduce its controllable costs and boost free cash flow. NTR has accelerated operational efficiency and cost-saving initiatives and anticipates achieving around $200 million of total savings in 2025. The company is ahead of schedule on this cost-reduction goal.
NTR generates substantial cash flows and has a strong balance sheet, enabling it to finance its strategic growth investment, pay down debt and drive shareholder value. At the end of the second quarter, Nutrien had cash and cash equivalents of $1,387 million, up around 38% year over year. Cash provided by operating activities surged 40% year over year to $2,538 million for the quarter, supported by higher selling prices and sales volumes.
Further, Nutrien returned $0.8 billion to its shareholders in the first half of 2025 through dividends and share buybacks. NTR offers a healthy dividend yield of roughly 3.8% at the current stock price. It has a payout ratio of 66%. NTR has a five-year annualized dividend growth rate of 6.6%.
However, lower operating rates are expected to weigh on the company’s nitrogen volumes in the back half of 2025. The company expects lower ammonia operating rates in the second half. Operating rates are expected to fall to roughly 85% in the second half from around 98% in the first half. Planned turnaround activities at Nutrien’s North American plants are expected to impact operating rates. Exposure to volatile input costs and supply tightness could also pressure margins.
Price Performance and Valuation of MOS & NTR
The MOS stock is up 39% year to date, while NTR has gained 26.2% compared with the Zacks Fertilizers industry’s rise of 19.5%.
Image Source: Zacks Investment Research
MOS is currently trading at a forward 12-month earnings multiple of 11.76. This represents a roughly 10.4% discount when stacked up with the industry average of 13.12X.
Image Source: Zacks Investment Research
NTR is currently trading at a forward 12-month earnings multiple of 12.79, above MOS but below the industry.
Image Source: Zacks Investment Research
How the Zacks Consensus Estimate Compares for MOS & NTR
The Zacks Consensus Estimate for Mosaic’s 2025 sales implies a year-over-year rise of 16.8%. The same for EPS suggests a 60.1% year-over-year increase. The EPS estimates for 2025 have been trending higher over the past 60 days.
Image Source: Zacks Investment Research
The consensus estimate for Nutrien’s 2025 sales and EPS implies a year-over-year rise of 3.4% and 26.2%, respectively. The EPS estimates for 2025 have been trending northward over the past 60 days.
Image Source: Zacks Investment Research
MOS or NTR: Which Stock Holds the Edge?
Both Mosaic and Nutrien are benefiting from strong global demand for fertilizers, thanks to the favorable agricultural conditions and supportive farm economics. Healthy demand, improving fertilizer prices and strategic growth initiatives are expected to aid their performance. Cost-reduction initiatives should also boost margins. MOS appears to have a slight edge over NTR due to its more attractive valuation and higher dividend growth rate. In addition, Mosaic’s higher earnings growth projections suggest that it may offer better investment prospects in the current market environment.
MOS currently carries a Zacks Rank #2 (Buy), while NTR has a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

MOS vs. NTR: Which Fertilizer Giant is the Better Pick Now?

Nutrien Ltd.’s NTR second-quarter and first-half 2025 potash sales volumes reached record highs, driven by potash affordability and robust consumption in North America and major offshore markets. It registered potash sales volumes of roughly 3.99 million tons in the second quarter, up 12% from the prior-year quarter.
The company is expected to maintain the momentum in the second half, driven by strong demand. Favorable grower economics, improved affordability and low inventory levels are driving potash demand globally.
Nutrien raised its potash sales volume guidance to 13.9-14.5 million tons, driven by anticipated higher global demand. Its potash shipments in the third quarter are expected to be backed by strong uptake on its summer fill program in North America and consistent demand in Brazil. NTR also increased its global potash shipment forecast to 73-75 million tons for full-year 2025, factoring in solid demand.
Among its peers, The Mosaic Company MOS saw improved potash sales volumes in the second quarter, thanks to a pickup in production. Mosaic’s potash sales volume totaled 2.3 million tons, improving from 2.1 million tons in the prior quarter. For full-year 2025, Mosaic raised its potash production volume guidance to between 9.3 million and 9.5 million tons.
Intrepid Potash, Inc. IPI saw a 25% increase in potash sales volumes to 69,000 tons. The solid increase in Intrepid Potash’s sales volumes was driven by a rise in production. Intrepid Potash targets potash production of 270,000-280,000 tons for full-year 2025.
NTR’s Price Performance, Valuation & Estimates
Nutrien has gained 26.8% year to date compared with the Zacks Fertilizers industry’s rise of 20.1%.
Image Source: Zacks Investment Research
From a valuation standpoint, NTR is currently trading at a forward 12-month earnings multiple of 12.84, a modest 2.6% discount to the industry average of 13.19X. It carries a Value Score of A.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for NTR’s 2025 and 2026 earnings implies a year-over-year rise of 26.2% and 1%, respectively. The EPS estimates for 2025 and 2026 have been trending higher over the past 60 days.
Image Source: Zacks Investment Research
NTR stock currently carries a Zacks Rank #3 (Hold).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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NTR's Potash Volumes Hit Record High: Can Demand Keep Driving Growth?

Nutrien Ltd. NTR generated solid cash flows in the second quarter, thanks to strong operational performance, strategic execution and supportive fertilizer market fundamentals. Its operating cash flow surged 40% year over year to $2,538 million for the quarter, driven by higher selling prices and sales volumes.
NTR generates substantial cash flows and has a strong balance sheet, enabling it to finance its strategic growth investment, pay down debt and drive shareholder value. The company expects to maintain the momentum in the second half, backed by higher sales volumes and prices and strong retail earnings. It is taking strategic measures to drive cash flows, including working capital optimization and review of non-core assets.
As part of this move, the company has agreed to sell its 50% equity interest in Argentina-based nitrogen producer, Profertil S.A. The sale of the Profertil stake, which will allow NTR to focus better on its core assets and geographies, will further enhance its quality of earnings and cash flow.
Among its peers, The Mosaic Company MOS generated an operating cash flow $610 million and a free cash flow of $305 million in the second quarter of 2025. Mosaic’s operating cash flow fell roughly 28% year over year, hurt by reduced customer prepayments and increased working capital. Mosaic expects to generate stronger cash flow in the second half of 2025, allowing debt reductions and shareholder returns through dividends and buybacks.
CF Industries Holdings, Inc.’s CF operating cash flow increased roughly 18% year over year to $563 million in the second quarter. CF Industries’ cash flow for the first half also increased roughly 25% from the year-ago period to $1,149 million. CF Industries benefited from the Blue Point joint venture (JV) in the second quarter as capital contributions from its JV partners surpassed the project's capital expenditures.
NTR’s Price Performance, Valuation & Estimates
Nutrien has gained 26.2% year to date compared with the Zacks Fertilizers industry’s rise of 19%.
Image Source: Zacks Investment Research
From a valuation standpoint, NTR is currently trading at a forward 12-month earnings multiple of 13.13, essentially in line with the industry average of 13.12X. It carries a Value Score of B.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for NTR’s 2025 and 2026 earnings implies a year-over-year rise of 25.7% and 0.05%, respectively. The EPS estimates for 2025 and 2026 have been trending higher over the past 60 days.
Image Source: Zacks Investment Research
NTR stock currently carries a Zacks Rank #3 (Hold).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Nutrien's Cash Flow Strength: Can Strategic Moves Fuel More Growth?

Nutrien Ltd.’s NTR shares have gained 28.1% year to date, topping the Zacks Fertilizers industry’s rise of 18.1% and the S&P 500’s rise of 10.9%. NTR is benefiting from healthy demand for crop nutrients, its actions to reduce costs and strategic acquisitions, further supported by improving fertilizer prices.
NTR’s peers, The Mosaic Company MOS and CF Industries Holdings, Inc. CF, have gained 32.6% and lost 0.9%, respectively, over the same period.
NTR’s YTD Price Performance
Image Source: Zacks Investment Research
Technical indicators show that NTR has been trading above its 200-day simple moving average (SMA) since April 11, 2025. However, the stock is currently trading below its 50-day SMA. Following a golden crossover on Feb. 24, 2025, the 50-day SMA is at a higher level than the 200-day SMA, suggesting a bullish trend.
Nutrien Trades Below 50-Day SMA
Image Source: Zacks Investment Research
Is the time right to buy NTR shares for potential upside? Let’s take a look at the stock’s fundamentals.
Healthy Nutrients Demand and Acquisitions Aid NTR Stock
Nutrien is well-placed to benefit from higher demand for fertilizers, backed by the strength in global agriculture markets. It is seeing healthy fertilizer demand in its major markets. Tight inventories are expected to support crop commodity prices in 2025. Strong demand and supply tightness have also led to an uptick in fertilizer prices this year.
Strong grower economics, improved affordability and low inventory levels are expected to drive potash demand globally. The phosphate market also benefits from higher global demand and low producer and channel inventories. Restricted exports from China have also led to supply tightness in this market. Demand for nitrogen fertilizer also remains healthy in major markets. Global nitrogen requirement is driven by demand in North America, India and Brazil. A resurgence in industrial nitrogen demand also bodes well.
The company expects an increase in U.S. corn acreage in 2025 and sees strong demand for crop inputs. NTR’s second-quarter and first-half 2025 potash sales volumes reached record highs, driven by favorable potash affordability and robust consumption in North America and major offshore markets. It has raised potash sales volume guidance to 13.9-14.5 million tons, driven by anticipated higher global demand.
NTR should also gain from acquisitions and increased adoption of its digital platform. It continues to expand its footprint in Brazil through acquisitions. It is expected to continue pursuing targeted opportunities in its core markets. The company expects to utilize part of its free cash flow for incremental growth investments, including tuck-in acquisitions in the retail business in 2025.
Cost Reductions to Drive Nutrien’s Margins
Cost and operational efficiency initiatives are also expected to aid the company’s performance. NTR remains focused on lowering the cost of production in the potash business. The company has announced several strategic actions to reduce its controllable costs and boost free cash flow. NTR has accelerated operational efficiency and cost-saving initiatives and anticipates achieving around $200 million of total savings in 2025. The company is ahead of schedule on this cost-reduction goal.
NTR’s Solid Financial Health Bodes Well
NTR generates substantial cash flows and has a strong balance sheet, enabling it to finance its strategic growth investment, pay down debt and drive shareholder value. At the end of the second quarter, Nutrien had cash and cash equivalents of $1,387 million, up around 38% year over year. Cash provided by operating activities surged 40% year over year to $2,538 million for the quarter, supported by higher selling prices and sales volumes.
Further, Nutrien returned $0.8 billion to its shareholders in the first half of 2025 through dividends and share buybacks. NTR offers a healthy dividend yield of roughly 3.9% at the current stock price. It has a payout ratio of 66%. NTR has a five-year annualized dividend growth rate of 6.6%. Backed by strong cash flows and sound financial health, the company's dividend is perceived as safe and reliable.
Reduced Operating Rates Weigh on NTR’s Nitrogen Volumes
Record ammonia operating rates drove Nutrien’s nitrogen sales volumes in the first half of 2025. However, the company expects lower ammonia operating rates in the second half. Operating rates are expected to fall to roughly 85% in the second half from around 98% in the first half. Planned turnaround activities at Nutrien’s North American plants are expected to impact operating rates. Lower operating rates are expected to weigh on the company’s nitrogen volumes in the second half.
Nutrien Exposed to Input Cost Volatility
Nutrien uses sulfur and natural gas as key inputs. Supply disruptions from Russia amid the war with Ukraine contributed to the rise in natural gas prices. Plant shutdowns and maintenance also resulting in a tight supply of these inputs, which, coupled with strong demand, pushed up their prices. The company saw higher sulfur input costs and natural gas prices in the second quarter, leading to a higher cost of goods sold per ton in phosphate and nitrogen businesses, respectively. The company remains exposed to a volatile input cost environment amid supply tightness.
Positive Analyst Sentiment for NTR Stock
Earnings estimates for NTR have been rising over the past 60 days, reflecting analysts’ optimism. The Zacks Consensus Estimate for 2025 and 2026 has been revised upward over the same time frame.
Image Source: Zacks Investment Research
A Look at Nutrien Stock’s Valuation
NTR is currently trading at a forward price/earnings of 13.13X, a modest 0.9% discount compared to the industry’s average of 13.01X. It is trading at a premium to Mosaic and CF Industries. Nutrien, Mosaic and CF Industries currently have a Value Score of A each.
NTR’s P/E F12M Vs. Industry, MOS & CF
Image Source: Zacks Investment Research
Final Thoughts: Hold NTR Stock for Now
NTR presents an attractive investment case, benefiting from strong global demand for crop nutrients, thanks to the underlying strength of the agricultural market and attractive farm economics. Robust demand, improving fertilizer prices and strategic growth initiatives are expected to aid its performance. Cost-reduction initiatives are also expected to boost margins. Rising earnings estimates and a solid dividend yield are the other positives. However, near-term headwinds include lower expected nitrogen volumes from reduced operating rates, exposure to volatile input costs and supply tightness that could pressure margins. Retaining this Zacks Rank #3 (Hold) stock will be prudent for investors who already own it.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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NTR Shares Rise 28% YTD: How Should Investors Play the Stock?

POSCO PKX has signed a non-binding Heads of Agreement (HoA) with JSW Steel to explore setting up a 6 million tons per annum (MTPA) integrated steel plant in India. The leading steelmakers from South Korea and India joined forces to combine POSCO’s advanced steelmaking technology with JSW’s strong presence in the Indian market.
The HoA lays out the framework for a proposed strategic 50:50 joint venture. The companies have agreed to undertake a detailed feasibility study to decide the plant’s location, investment structure and resource requirements. Odisha is considered a preferred site given its natural resource base and logistical advantages, although subject to feasibility and approvals. Aimed at combining POSCO’s advanced technology with JSW’s large-scale operational capabilities, the move will boost India’s self-reliance agenda.
The leadership of POSCO and JSW Steel highlighted India’s significant position in the future steel industry. POSCO intends to support the industrial growth and the partnership’s alignment with India’s self-reliance vision. Together, the companies aim to create long-term value and a globally competitive manufacturing hub to serve both domestic and export markets.
PKX stock has lost 15.7% over the past year compared with the industry’s 19.2% decline.
Image Source: Zacks Investment Research
PKX’s Zacks Rank & Other Key Picks
PKX currently carries a Zacks Rank #2 (Buy).
Some other top-ranked stocks in the Basic Materials space are Nutrien Ltd. NTR, Carpenter Technology Corporation CRS and CF IndustriesHoldings, Inc. CF. While NTR currently sports a Zacks Rank #1 (Strong Buy), CRS and CF carry a Zacks Rank #2 each. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for NTR’s current-year earnings is pegged at $4.30 per share, implying a 23.92% year-over-year surge. Its earnings beat the Zacks Consensus Estimate in one of the trailing four quarters while missing the rest. Its shares have gained 24.7% in the past year.
The Zacks Consensus Estimate for CRS’ fiscal 2025 earnings is pegged at $9.36 per share, indicating a rise of 25.13% from year-ago levels. The company’s earnings beat the consensus estimate in each of the trailing four quarters. Its shares have soared 67.4% in the past year.
The Zacks Consensus Estimate for CF’s current-year earnings is pegged at $8.10 per share, indicating a 20.18% year-over-year increase.Its earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with an average surprise of 25.29%. CF’s shares have gained 10% in the past year.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Indicator	TTM Median
P/E	32.85 21.03
Price/Sales	0.91 1.20
P/B	0.95 1.57
P/FCF	10.30 20.41

Indicator	TTM Median
ROE	2.92 10.92
ROA	1.39 5.53
ROI	2.14 7.37
Net Worth	24.22 1.42
Quick Ratio	0.82 1.18
Current Ratio	1.27 1.98

Indicator	TTM Median
Net Profit Margin	2.76 7.52
Operating Margin	6.60 12.32
Gross Margin	29.06 27.83
Return on tangible equity	7.24 14.36

Indicator	TTM Median
EPS	0.39 0.26
EPS Forecast	0.43 0.24
Revenue	5.35B 204.00M
Gross Profit	1.50B —
EBITDA	794.00M —

Nutrien Ltd.

TTM metrics for the latest quarter under IFRS and their historical dynamics

Valuation

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Efficiency

Other ratios

Revenue