Nutrien (NYSE:NTR) Posts Earnings Results, Misses Expectations By $0.04 EPS

Nutrien (NYSE:NTR) announced its quarterly earnings results on Wednesday. The company reported $0.83 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.87 by ($0.04), Briefing.com reports. The firm had revenue of $5.12 billion during the quarter, compared to the consensus estimate of $5.26 billion. Nutrien had a return on equity of 7.54% and a net margin of 6.79%.Nutrien’s revenue was up 5.1% on a year-over-year basis. During the same period last year, the business earned $0.31 EPS.

Nutrien Stock Up 0.7%

Shares of NTR traded up $0.50 during mid-day trading on Thursday, reaching $70.78. The company’s stock had a trading volume of 1,282,405 shares, compared to its average volume of 2,931,028. The company’s 50 day moving average is $65.84 and its 200 day moving average is $60.49. The stock has a market cap of $34.08 billion, a PE ratio of 19.12 and a beta of 0.73. Nutrien has a 12-month low of $45.78 and a 12-month 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.

Nutrien Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, April 16th. Stockholders of record on Tuesday, March 31st will be given a dividend of $0.55 per share. The ex-dividend date of this dividend is Tuesday, March 31st. This represents a $2.20 annualized dividend and a dividend yield of 3.1%. This is an increase from Nutrien’s previous quarterly dividend of $0.55. Nutrien’s payout ratio is currently 58.76%.

Institutional Trading of Nutrien

Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Sfam LLC purchased a new stake in shares of Nutrien during the 4th quarter valued at $37,000. 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 purchasing an additional 219 shares in the last quarter. Fulcrum Asset Management LLP acquired a new position in shares of Nutrien during the third quarter worth about $46,000. Acadian Asset Management LLC purchased a new stake in shares of Nutrien in the first quarter worth about $54,000. Finally, Arax Advisory Partners grew its stake in shares of Nutrien by 23.5% in the fourth quarter. Arax Advisory Partners now owns 1,525 shares of the company’s stock valued at $94,000 after buying an additional 290 shares in the last quarter. Hedge funds and other institutional investors own 63.10% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities analysts have recently issued reports on the stock. Mizuho increased their price objective on shares of Nutrien from $65.00 to $68.00 and gave the company a “neutral” rating in a research note on Friday, January 16th. Wall Street Zen upgraded Nutrien from a “hold” rating to a “buy” rating in a research note on Saturday, January 31st. Wells Fargo & Company began coverage on Nutrien in a research note on Tuesday, November 11th. They issued an “equal weight” rating and a $64.00 price target for the company. Oppenheimer restated an “outperform” rating on shares of Nutrien in a research note on Tuesday, January 27th. Finally, UBS Group raised their target price on Nutrien from $58.00 to $63.00 and gave the stock a “neutral” rating in a report on Monday, January 12th. Two research analysts have rated the stock with a Strong Buy rating, five have issued a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and an average price target of $66.69.

Key Headlines Impacting Nutrien

Here are the key news stories impacting Nutrien this week:

• Positive Sentiment: Nutrien raised its quarterly dividend to US$0.55 and the board approved a new share repurchase program to buy up to 5% of outstanding shares — a direct shareholder-friendly action that supports the stock. Nutrien Increases Quarterly Dividend and Announces Intent to Launch a New Share Repurchase Program
• Positive Sentiment: Management reported strong operating performance for 2025 (adjusted EBITDA ~$1.28B, demonstrated cost and capex reductions) and highlighted segment strength — provides fundamental support and reduces execution risk. Nutrien Reports Full-Year 2025 Results and Provides 2026 Guidance
• Positive Sentiment: Large institutional activity shows both heavy additions and reductions, including a sizable reported increase by Wellington Management — institutional buying can provide medium-term demand support. Nutrien Ltd. (NTR) Stock Falls on Q4 2025 Earnings (Quiver)
• Neutral Sentiment: Some analysts adjusted price targets — Barclays raised its target to $70 (equal‑weight) while other firms’ targets vary, leaving consensus views mixed. Barclays raises price target (Benzinga link)
• Neutral Sentiment: UBS issued a “hold” on the stock; analyst coverage remains varied, so near-term price moves depend more on execution and commodity trends than a unified analyst view. Nutrien (NTR) Gets a Hold from UBS
• Negative Sentiment: Q4 adjusted EPS of $0.83 missed the Zacks/consensus (~$0.87) and reported revenue ($5.12B) came in below estimates — the miss drove immediate investor caution despite strong year‑over‑year improvements in profitability. Nutrien (NTR) Q4 Earnings Lag Estimates (Zacks)
• Negative Sentiment: Some market reports noted a selloff after the release and highlighted mixed financial metrics (varying topline figures across sources), which can increase short‑term volatility and investor uncertainty. Nutrien Ltd. (NTR) Stock Falls on Q4 2025 Earnings (Quiver)

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.