Vanguard Group Inc. Buys 80,135 Shares of Nutrien Ltd. $NTR

Vanguard Group Inc. boosted its stake in Nutrien Ltd. (NYSE:NTR) by 0.4% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 21,983,443 shares of the company’s stock after buying an additional 80,135 shares during the quarter. Vanguard Group Inc. owned approximately 4.54% of Nutrien worth $1,291,022,000 at the end of the most recent quarter.

A number of other large investors have also recently bought and sold shares of the stock. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its stake in shares of Nutrien by 65.1% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 25,224 shares of the company’s stock valued at $1,253,000 after purchasing an additional 9,950 shares in the last quarter. NewEdge Advisors LLC increased its position in shares of Nutrien by 6.2% during the 1st quarter. NewEdge Advisors LLC now owns 6,907 shares of the company’s stock worth $343,000 after purchasing an additional 404 shares in the last quarter. Focus Partners Wealth bought a new position in Nutrien during the 1st quarter valued at about $516,000. Acadian Asset Management LLC acquired a new position in Nutrien in the first quarter valued at about $54,000. Finally, Yousif Capital Management LLC boosted its position in Nutrien by 8.5% in the second quarter. Yousif Capital Management LLC now owns 6,532 shares of the company’s stock valued at $380,000 after buying an additional 510 shares in the last quarter. 63.10% of the stock is currently owned by institutional investors.

More Nutrien News

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

Wall Street Analyst Weigh In

Several research firms have recently weighed in on NTR. Barclays raised their price objective on shares of Nutrien from $64.00 to $70.00 and gave the stock an “equal weight” rating in a report on Wednesday. Bank of America raised their price target on Nutrien from $64.00 to $71.00 and gave the company a “neutral” rating in a report on Friday. Raymond James Financial lifted their price objective on Nutrien from $68.00 to $74.00 and gave the company a “market perform” rating in a research report on Friday. BMO Capital Markets boosted their price objective on Nutrien from $75.00 to $85.00 and gave the stock an “outperform” rating in a research note on Friday. Finally, TD Securities restated a “buy” rating and set a $81.00 target price (up previously from $80.00) on shares of Nutrien in a report on Tuesday. Two equities research 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 given a Sell rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $70.11.

Nutrien Stock Performance

NTR stock opened at $71.19 on Friday. The company has a 50 day moving average price of $66.23 and a 200 day moving average price of $60.66. Nutrien Ltd. has a fifty-two week low of $45.78 and a fifty-two week 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. The stock has a market capitalization of $34.27 billion, a PE ratio of 15.28 and a beta of 0.73.

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

Nutrien Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, April 16th. Stockholders of record on Tuesday, March 31st will be paid a $0.55 dividend. This is a boost from Nutrien’s previous quarterly dividend of $0.55. 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%. Nutrien’s payout ratio is 58.76%.

Nutrien Profile

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.