Nutrien Ltd. Common Shares NTR

Zacks Investment Research 4 nov

Nutrien reported Q3 2026 revenue of $6.06 billion, beating consensus estimates by 3.56%, but EPS of $0.61 missed expectations of $0.74 by 17.57%. While the company exceeded estimates on potash and nitrogen sales volumes, it underperformed on phosphate fertilizer pricing. The stock carries a Zacks Rank #4 (Sell) rating and has underperformed the S&P 500 over the past month.

Zacks Investment Research 6 oct

Nutrien Ltd. announced an indefinite shutdown of its Trinidad Nitrogen operations at Point Lisas Facility due to persistent natural gas supply constraints and port access restrictions. The company maintains its 2026 nitrogen sales volume guidance of 9.2-9.7 million tons, as it will meet demand through North American operations supported by reliability improvements and debottlenecking projects.

Zacks Investment Research 2 oct

The fertilizer industry faces near-term headwinds from elevated raw material costs due to geopolitical disruptions, which pressures margins and may reduce farmer demand due to affordability concerns. However, rising fertilizer prices in 2025-2026 are expected to drive top-line and margin expansion. Three stocks worth monitoring are ICL Group (Zacks Rank #2), Nutrien (Zacks Rank #3), and Intrepid Potash (Zacks Rank #3), all benefiting from higher prices and operational efficiency initiatives despite industry challenges.

Zacks Investment Research 1 oct

The Zacks Fertilizers industry faces near-term headwinds from elevated raw material costs (sulfur, ammonia, natural gas) due to supply disruptions and geopolitical tensions, which pressure margins and may reduce farmer demand due to affordability concerns. However, rising fertilizer prices in 2025 present opportunities for margin expansion. The industry ranks #226 out of 250 Zacks industries and has underperformed the S&P 500 by 47.3% over the past year, though valuations appear attractive at 13.99X EV/EBITDA.

Zacks Investment Research 4 sept

Nutrien reported Q2 2026 earnings of $2.53 per share, missing the consensus estimate of $2.70, though revenues of $10.8 billion beat expectations. The company raised potash volume guidance but lowered capital expenditure guidance. Despite a 20.9% stock gain over the past month, analyst estimates have trended downward by 21.18%, and the stock received a Zacks Rank #3 (Hold) rating with expectations for in-line returns.