Nutrien Ltd. $NTR Shares Sold by Kopernik Global Investors LLC

Posted by George Bondi on Jul 23rd, 2026

Kopernik Global Investors LLC decreased its stake in Nutrien Ltd. (NYSE:NTR – Free Report) by 18.8% in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 1,423,780 shares of the company’s stock after selling 329,879 shares during the quarter. Nutrien accounts for about 7.5% of Kopernik Global Investors LLC’s investment portfolio, making the stock its 4th largest holding. Kopernik Global Investors LLC’s holdings in Nutrien were worth $107,438,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors have also recently bought and sold shares of NTR. MH & Associates Securities Management Corp ADV acquired a new stake in shares of Nutrien during the fourth quarter valued at approximately $1,967,000. TD Waterhouse Canada Inc. lifted its position in shares of Nutrien by 4.2% in the 4th quarter. TD Waterhouse Canada Inc. now owns 2,359,022 shares of the company’s stock valued at $145,257,000 after acquiring an additional 94,510 shares in the last quarter. Vanguard Group Inc. boosted its stake in Nutrien by 2.2% in the 4th quarter. Vanguard Group Inc. now owns 22,463,277 shares of the company’s stock worth $1,386,546,000 after purchasing an additional 479,834 shares during the period. BCS Private Wealth Management Inc. boosted its stake in Nutrien by 501.5% in the 4th quarter. BCS Private Wealth Management Inc. now owns 65,913 shares of the company’s stock worth $4,104,000 after purchasing an additional 54,955 shares during the period. Finally, Black Creek Investment Management Inc. grew its position in Nutrien by 7.9% during the 4th quarter. Black Creek Investment Management Inc. now owns 2,553,108 shares of the company’s stock worth $157,796,000 after purchasing an additional 185,864 shares in the last quarter. Hedge funds and other institutional investors own 63.10% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages have issued reports on NTR. Weiss Ratings raised shares of Nutrien from a “hold (c)” rating to a “hold (c+)” rating in a research note on Monday, June 1st. Raymond James Financial upgraded Nutrien from a “market perform” rating to an “outperform” rating and lifted their price target for the company from $74.00 to $90.00 in a report on Tuesday, May 5th. Oppenheimer upped their price target on Nutrien from $80.00 to $82.00 and gave the company an “outperform” rating in a research report on Tuesday, May 12th. Scotiabank raised Nutrien from a “sector perform” rating to a “sector outperform” rating and set a $80.00 price target on the stock in a research report on Tuesday, June 30th. Finally, Berenberg Bank set a $65.00 price objective on Nutrien and gave the stock a “hold” rating in a research note on Wednesday, June 10th. Fourteen investment analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $82.00.

Check Out Our Latest Research Report on Nutrien

Nutrien Price Performance

Shares of NTR opened at $68.47 on Thursday. The firm has a market cap of $32.75 billion, a PE ratio of 13.94, a PEG ratio of 0.65 and a beta of 0.62. The firm’s 50 day moving average price is $66.64 and its 200 day moving average price is $70.01. The company has a debt-to-equity ratio of 0.35, a quick ratio of 0.59 and a current ratio of 1.24. Nutrien Ltd. has a twelve month low of $53.03 and a twelve month high of $85.36.

Nutrien (NYSE:NTR – Get Free Report) last issued its quarterly earnings data on Wednesday, May 6th. The company reported $0.51 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.48 by $0.03. Nutrien had a net margin of 8.58% and a return on equity of 8.84%. The firm had revenue of $6.05 billion during the quarter, compared to analysts’ expectations of $5.30 billion. During the same period in the prior year, the company posted $0.11 earnings per share. Nutrien’s revenue for the quarter was up 18.5% on a year-over-year basis. As a group, research analysts expect that Nutrien Ltd. will post 5.11 EPS for the current fiscal year.

Nutrien Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, July 17th. Stockholders of record on Tuesday, June 30th were paid a $0.55 dividend. This represents a $2.20 dividend on an annualized basis and a dividend yield of 3.2%. The ex-dividend date was Tuesday, June 30th. Nutrien’s payout ratio is presently 44.81%.

Nutrien Company Profile

(Free Report)

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.