Nutrien (NYSE:NTR) Releases Quarterly Earnings Results, Misses Estimates By $0.09 EPS

Nutrien (NYSE:NTR) announced its quarterly earnings data on Wednesday. The company reported $2.61 earnings per share for the quarter, missing analysts’ consensus estimates of $2.70 by ($0.09), Briefing.com reports. Nutrien had a net margin of 8.44% and a return on equity of 8.94%. The firm had revenue of $10.81 billion for the quarter, compared to analysts’ expectations of $10.44 billion. During the same period in the prior year, the business posted $2.65 earnings per share. The business’s quarterly revenue was up 3.6% on a year-over-year basis.

Nutrien Trading Down 0.2%

Shares of NTR stock traded down $0.16 during trading hours on Thursday, reaching $66.76. The company’s stock had a trading volume of 3,009,547 shares, compared to its average volume of 2,206,610. The company has a current ratio of 1.24, a quick ratio of 0.59 and a debt-to-equity ratio of 0.35. Nutrien has a one year low of $53.03 and a one year high of $85.36. The stock has a market capitalization of $31.93 billion, a P/E ratio of 13.51, a P/E/G ratio of 0.67 and a beta of 0.61. The firm’s fifty day simple moving average is $66.15 and its 200 day simple moving average is $70.47.

Nutrien Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, October 16th. Stockholders of record on Tuesday, September 29th will be given a $0.55 dividend. This represents a $2.20 dividend on an annualized basis and a dividend yield of 3.3%. The ex-dividend date is Tuesday, September 29th. Nutrien’s dividend payout ratio (DPR) is currently 44.81%.

Key Headlines Impacting Nutrien

Here are the key news stories impacting Nutrien this week:

• Positive Sentiment: Dividend supports income appeal: Nutrien declared a quarterly dividend of US$0.55 per share, or US$2.20 annualized, payable October 16 to shareholders of record September 29. The payout represents an approximate 3.3% yield and signals continued confidence in cash generation. Nutrien Declares Quarterly Dividend of US$0.55 per Share
• Neutral Sentiment: Revenue and operating performance remained resilient: Second-quarter revenue increased 3.6% year over year to approximately $10.81 billion, exceeding analysts’ $10.44 billion estimate. The company also generated about $2.5 billion in operating cash flow, although higher costs limited the benefit of stronger sales. Nutrien 2026 Q2 Results Earnings Call Presentation
• Negative Sentiment: Profit missed expectations: Nutrien reported quarterly EPS of $2.61, below the $2.70 consensus estimate and down from $2.65 a year earlier. Lower sales volumes offset higher fertilizer prices, particularly weighing on results for the world’s largest potash producer. The earnings shortfall is the primary reason the stock has decreased despite the revenue beat. Nutrien Misses Profit Estimates as Lower Volumes Blunt Higher Fertilizer Prices

Wall Street Analysts Forecast Growth

Several analysts have weighed in on NTR shares. Mizuho lowered their price target on shares of Nutrien from $77.00 to $75.00 and set a “neutral” rating for the company in a research note on Tuesday, July 14th. BNP Paribas Exane raised Nutrien from a “neutral” rating to an “outperform” rating and set a $80.00 price objective on the stock in a research note on Tuesday, July 28th. Weiss Ratings upgraded Nutrien from a “hold (c)” rating to a “hold (c+)” rating in a report on Monday, June 1st. TD Securities reissued a “buy” rating on shares of Nutrien in a research note on Wednesday, May 6th. Finally, Morgan Stanley dropped their target price on Nutrien from $93.00 to $81.00 and set an “overweight” rating for the company in a report on Tuesday, July 7th. Sixteen investment analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $81.84.

Institutional Trading of Nutrien

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the business. Guggenheim Capital LLC raised its position in Nutrien by 2.2% in the fourth quarter. Guggenheim Capital LLC now owns 6,628 shares of the company’s stock valued at $409,000 after purchasing an additional 145 shares during the period. Geneos Wealth Management Inc. grew its holdings in shares of Nutrien by 42.4% during the 2nd quarter. Geneos Wealth Management Inc. now owns 735 shares of the company’s stock worth $43,000 after purchasing an additional 219 shares during the period. NewEdge Advisors LLC increased its position in shares of Nutrien by 3.3% during the 3rd quarter. NewEdge Advisors LLC now owns 7,458 shares of the company’s stock worth $438,000 after purchasing an additional 236 shares during the last quarter. Northwestern Mutual Wealth Management Co. increased its position in shares of Nutrien by 2.6% during the 3rd quarter. Northwestern Mutual Wealth Management Co. now owns 9,856 shares of the company’s stock worth $579,000 after purchasing an additional 249 shares during the last quarter. Finally, Brown Brothers Harriman & Co. raised its holdings in Nutrien by 11.1% in the 4th quarter. Brown Brothers Harriman & Co. now owns 2,567 shares of the company’s stock valued at $158,000 after buying an additional 256 shares during the period. Hedge funds and other institutional investors own 63.10% of the company’s stock.

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.