Nutrien Ltd. $NTR Shares Sold by Barings LLC

Barings LLC decreased its holdings in Nutrien Ltd. (NYSE:NTR) by 12.9% in the third quarter, Holdings Channel reports. The firm owned 81,694 shares of the company’s stock after selling 12,059 shares during the period. Barings LLC’s holdings in Nutrien were worth $4,796,000 as of its most recent SEC filing.

Several other hedge funds also recently added to or reduced their stakes in NTR. Cascade Investment Advisors Inc. boosted its holdings in Nutrien by 0.6% in the third quarter. Cascade Investment Advisors Inc. now owns 30,855 shares of the company’s stock worth $1,811,000 after acquiring an additional 185 shares in the last quarter. Legacy Wealth Asset Management LLC raised its position in shares of Nutrien by 1.9% in the 3rd quarter. Legacy Wealth Asset Management LLC now owns 10,535 shares of the company’s stock valued at $619,000 after purchasing an additional 193 shares during the last quarter. AMG National Trust Bank boosted its stake in Nutrien by 4.0% in the 3rd quarter. AMG National Trust Bank now owns 4,986 shares of the company’s stock worth $293,000 after purchasing an additional 193 shares in the last quarter. Mitchell & Pahl Private Wealth LLC boosted its stake in Nutrien by 1.5% in the 3rd quarter. Mitchell & Pahl Private Wealth LLC now owns 13,146 shares of the company’s stock worth $772,000 after purchasing an additional 200 shares in the last quarter. Finally, Bessemer Group Inc. grew its position in Nutrien by 27.7% during the 3rd quarter. Bessemer Group Inc. now owns 937 shares of the company’s stock worth $55,000 after purchasing an additional 203 shares during the last quarter. 63.10% of the stock is owned by institutional investors and hedge funds.

Nutrien News Summary

Here are the key news stories impacting Nutrien this week:

• Positive Sentiment: Multiple broker upgrades and higher price targets — BMO raised its target to $85 (outperform), JPMorgan to $78 (overweight), Wells Fargo to $77 (equal weight) and Raymond James to $74, signaling analyst confidence in Nutrien’s outlook and suggesting meaningful upside from recent levels. BayStreet.CA Benzinga
• Positive Sentiment: Shareholder returns: Nutrien raised its quarterly dividend (to $0.55) and announced a new buyback program — a direct positive for investors seeking yield and capital return. TipRanks
• Positive Sentiment: Favorable commodity outlook: Management expects stronger global potash demand in 2026 despite difficult farm economics — a revenue/volume tailwind for Nutrien’s fertilizer segment. Reuters
• Neutral Sentiment: Earnings materials available — full Q4 2025 call transcript and presentation have been published for investor review; useful for drilling into segment-level detail but not a directional catalyst by itself. Seeking Alpha Yahoo Finance
• Neutral Sentiment: Some analysts remain cautious: Bank of America raised its target to $71 but kept a neutral rating (minimal implied upside). That tempers the bullish momentum from higher targets. Benzinga
• Negative Sentiment: Operational results missed consensus: Q4 EPS came in at $0.83 vs. $0.87 expected and revenue of ~$5.12B was slightly below estimates — the earnings miss is the primary near-term negative pressure on the share price. Zacks
• Negative Sentiment: Mixed analyst views persist — UBS assigned a “hold,” which indicates some investors and brokers are reserving judgment despite the positive catalysts. Globe & Mail

Analysts Set New Price Targets

A number of research firms have issued reports on NTR. Mizuho raised their price target on shares of Nutrien from $65.00 to $68.00 and gave the stock a “neutral” rating in a report on Friday, January 16th. Royal Bank Of Canada raised their target price on Nutrien from $70.00 to $75.00 and gave the stock an “outperform” rating in a research note on Tuesday, January 20th. JPMorgan Chase & Co. boosted their price target on Nutrien from $68.00 to $78.00 and gave the company an “overweight” rating in a research note on Friday. Wall Street Zen upgraded Nutrien from a “hold” rating to a “buy” rating in a research note on Saturday, January 31st. Finally, Bank of America lifted their target price on Nutrien from $64.00 to $71.00 and gave the stock a “neutral” rating in a report on Friday. Two investment analysts have rated the stock with a Strong Buy rating, seven have assigned a Buy rating, ten have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $70.11.

Nutrien Stock Down 0.8%

Nutrien stock opened at $71.19 on Friday. The business’s 50-day moving average price is $66.23 and its 200 day moving average price is $60.66. The company has a quick ratio of 0.89, a current ratio of 1.41 and a debt-to-equity ratio of 0.39. The firm has a market cap of $34.27 billion, a price-to-earnings ratio of 15.28 and a beta of 0.73. Nutrien Ltd. has a 52 week low of $45.78 and a 52 week high of $73.55.

Nutrien (NYSE:NTR) last announced its quarterly earnings results on Wednesday, February 18th. The company reported $0.83 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.87 by ($0.04). The company had revenue of $5.12 billion during the quarter, compared to analyst estimates of $5.26 billion. Nutrien had a net margin of 8.43% and a return on equity of 8.46%. The company’s revenue was up 5.1% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.31 earnings per share. As a group, sell-side analysts anticipate that Nutrien Ltd. will post 3.72 earnings per share for the current year.

Nutrien Increases Dividend

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

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.