Nutrien (NYSE:NTR) Downgraded to “Neutral” Rating by BNP Paribas Exane

BNP Paribas Exane cut shares of Nutrien (NYSE:NTR) from an outperform rating to a neutral rating in a report released on Monday, MarketBeat reports.

Several other research analysts have also commented on the company. Wells Fargo & Company lifted their price target on Nutrien from $64.00 to $77.00 and gave the stock an “equal weight” rating in a report on Friday. Barclays lifted their target price on shares of Nutrien from $64.00 to $70.00 and gave the stock an “equal weight” rating in a research note on Wednesday, February 18th. Bank of America increased their price target on shares of Nutrien from $64.00 to $71.00 and gave the company a “neutral” rating in a research note on Friday. Oppenheimer restated an “outperform” rating on shares of Nutrien in a report on Tuesday, January 27th. Finally, Zacks Research upgraded Nutrien from a “hold” rating to a “strong-buy” rating in a report on Tuesday, January 27th. One research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and an average target price of $71.17.

Nutrien Trading Up 1.0%

Shares of Nutrien stock opened at $71.89 on Monday. The company has a debt-to-equity ratio of 0.37, a current ratio of 1.34 and a quick ratio of 0.70. The stock’s 50 day simple moving average is $66.43 and its 200-day simple moving average is $60.80. The stock has a market cap of $34.61 billion, a P/E ratio of 15.43 and a beta of 0.73. Nutrien has a 1-year low of $45.78 and a 1-year high of $73.55.

Nutrien (NYSE:NTR) last posted its quarterly 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). 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 8.41%. Nutrien’s revenue for the quarter was up 5.1% compared to the same quarter last year. During the same period in the prior year, the business posted $0.31 EPS. Analysts predict that Nutrien will post 3.72 EPS for the current fiscal year.

Nutrien Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, April 16th. Shareholders of record on Tuesday, March 31st will be given a $0.55 dividend. The ex-dividend date of this dividend is Tuesday, March 31st. This is a positive change from Nutrien’s previous quarterly dividend of $0.55. This represents a $2.20 dividend on an annualized basis and a yield of 3.1%. Nutrien’s dividend payout ratio is presently 46.78%.

Institutional Investors Weigh In On Nutrien

A number of institutional investors have recently modified their holdings of NTR. Compound Planning Inc. lifted its stake in Nutrien by 6.9% during the 4th quarter. Compound Planning Inc. now owns 5,371 shares of the company’s stock worth $332,000 after acquiring an additional 348 shares in the last quarter. Invesco Ltd. lifted its position in shares of Nutrien by 3.5% during the fourth quarter. Invesco Ltd. now owns 1,415,304 shares of the company’s stock worth $87,353,000 after purchasing an additional 47,798 shares in the last quarter. Alberta Investment Management Corp boosted its stake in shares of Nutrien by 13.0% in the fourth quarter. Alberta Investment Management Corp now owns 687,200 shares of the company’s stock valued at $42,418,000 after purchasing an additional 78,900 shares during the period. Mercer Global Advisors Inc. ADV boosted its stake in shares of Nutrien by 10.8% in the fourth quarter. Mercer Global Advisors Inc. ADV now owns 6,415 shares of the company’s stock valued at $396,000 after purchasing an additional 623 shares during the period. Finally, Mackenzie Financial Corp grew its holdings in shares of Nutrien by 4.4% in the fourth quarter. Mackenzie Financial Corp now owns 7,219,733 shares of the company’s stock valued at $450,310,000 after purchasing an additional 305,458 shares in the last quarter. 63.10% of the stock is owned by institutional investors and hedge funds.

More Nutrien News

Here are the key news stories impacting Nutrien this week:

• Positive Sentiment: Several firms raised price targets on NTR (new targets include $85, $78, $77 and $74), signaling upward revisions to analyst outlooks that can support buying interest. Price Target $85 Price Target $78 Price Target $77 Price Target $74
• Positive Sentiment: Analysis highlights attractive valuation after Nutrien’s strong results, dividend increase and ongoing buybacks — factors that support shareholder returns and can justify a higher multiple. Valuation & Dividend/Buybacks
• Neutral Sentiment: A Zacks piece examines whether value investors should buy NTR, focusing on earnings-estimate trends and the Zacks Rank methodology — useful context but not an immediate catalyst. Zacks Analysis
• Negative Sentiment: BNP Paribas Exane downgraded Nutrien from “outperform” to “neutral,” citing rising pressure on nitrogen prices — a direct earnings risk for Nutrien’s fertilizer segment and a likely headwind for the stock. BNP Paribas Downgrade
• Negative Sentiment: Market summaries (e.g., Finviz) echoed the downgrade note, increasing visibility of the bearish analyst stance and potentially amplifying short-term selling pressure. Finviz Summary

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.