Nutrien (NYSE:NTR) Stock Price Expected to Rise, Bank of America Analyst Says

Nutrien (NYSE:NTR) had its price target increased by Bank of America from $64.00 to $71.00 in a research report issued on Friday,Benzinga reports. The firm currently has a “neutral” rating on the stock. Bank of America‘s target price points to a potential downside of 0.27% from the company’s current price.

Several other research analysts also recently issued reports on NTR. UBS Group lifted their price target on Nutrien from $58.00 to $63.00 and gave the stock a “neutral” rating in a research note on Monday, January 12th. Oppenheimer reissued an “outperform” rating on shares of Nutrien in a research note on Tuesday, January 27th. Mizuho lifted their target price on shares of Nutrien from $65.00 to $68.00 and gave the stock a “neutral” rating in a research report on Friday, January 16th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Nutrien in a report on Monday, December 29th. Finally, Morgan Stanley upgraded shares of Nutrien from an “equal weight” rating to an “overweight” rating and increased their price target for the company from $70.00 to $77.00 in a research report on Wednesday, January 14th. Two investment analysts have rated the stock with a Strong Buy rating, seven have given a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $70.11.

Nutrien Price Performance

Shares of NYSE:NTR opened at $71.19 on Friday. The firm has a market capitalization of $34.27 billion, a price-to-earnings ratio of 15.28 and a beta of 0.73. 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 business’s 50 day simple moving average is $66.23 and its 200-day simple moving average is $60.67. Nutrien has a 12 month low of $45.78 and a 12 month high of $73.55.

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

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of the business. Montag A & Associates Inc. lifted its stake in shares of Nutrien by 310.7% during the 4th quarter. Montag A & Associates Inc. now owns 423 shares of the company’s stock worth $26,000 after purchasing an additional 320 shares during the period. Sfam LLC acquired a new position in Nutrien in the fourth quarter valued at $37,000. Root Financial Partners LLC purchased a new position in Nutrien during the third quarter worth about $37,000. Huntington National Bank lifted its position in Nutrien by 72.6% during the second quarter. Huntington National Bank now owns 656 shares of the company’s stock worth $38,000 after buying an additional 276 shares during the period. Finally, Eastern Bank boosted its stake in Nutrien by 133.0% in the 4th quarter. Eastern Bank now owns 699 shares of the company’s stock worth $43,000 after buying an additional 399 shares during the last quarter. 63.10% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Nutrien

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

Nutrien Company 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.