Zacks Research Weighs in on Nutrien’s Q2 Earnings (NYSE:NTR)

Nutrien Ltd. (NYSE:NTR) – Zacks Research dropped their Q2 2026 earnings per share estimates for Nutrien in a research report issued to clients and investors on Wednesday, April 15th. Zacks Research analyst Team now anticipates that the company will post earnings of $2.38 per share for the quarter, down from their previous estimate of $2.43. Zacks Research has a “Hold” rating on the stock. The consensus estimate for Nutrien’s current full-year earnings is $3.72 per share. Zacks Research also issued estimates for Nutrien’s Q3 2026 earnings at $0.75 EPS, Q4 2026 earnings at $0.81 EPS, FY2026 earnings at $4.41 EPS, Q1 2027 earnings at $0.68 EPS, Q4 2027 earnings at $0.81 EPS and FY2027 earnings at $4.29 EPS.

Nutrien (NYSE:NTR) last posted its quarterly earnings results 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 for the quarter, compared to the consensus estimate of $5.26 billion. Nutrien had a return on equity of 8.41% and a net margin of 8.43%.The firm’s revenue was up 5.1% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.31 EPS.

Several other research analysts also recently weighed in on NTR. Weiss Ratings upgraded Nutrien from a “hold (c)” rating to a “buy (b-)” rating in a research note on Monday, March 2nd. Jefferies Financial Group upgraded Nutrien from a “hold” rating to a “buy” rating and increased their price target for the stock from $74.00 to $96.00 in a research note on Thursday, March 12th. Wells Fargo & Company upgraded Nutrien from an “equal weight” rating to an “overweight” rating and increased their price target for the stock from $77.00 to $100.00 in a research note on Friday, March 13th. JPMorgan Chase & Co. increased their price objective on Nutrien from $68.00 to $78.00 and gave the stock an “overweight” rating in a report on Friday, February 20th. Finally, Oppenheimer increased their price objective on Nutrien from $76.00 to $78.00 and gave the stock an “outperform” rating in a report on Thursday, February 26th. Ten equities research analysts have rated the stock with a Buy rating, eight have given a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average target price of $79.65.

Nutrien Stock Down 5.2%

NTR stock opened at $70.64 on Friday. The company has a debt-to-equity ratio of 0.37, a quick ratio of 0.70 and a current ratio of 1.34. The company has a market capitalization of $33.96 billion, a price-to-earnings ratio of 15.16 and a beta of 0.69. Nutrien has a fifty-two week low of $51.98 and a fifty-two week high of $85.36. The stock has a fifty day moving average of $74.53 and a 200-day moving average of $65.70.

Institutional Trading of Nutrien

Several institutional investors and hedge funds have recently modified their holdings of the business. Vanguard Group Inc. raised its holdings in shares of Nutrien by 2.2% in the 4th quarter. Vanguard Group Inc. now owns 22,463,277 shares of the company’s stock valued at $1,386,546,000 after acquiring an additional 479,834 shares in the last quarter. Wellington Management Group LLP raised its holdings in shares of Nutrien by 440.2% in the 4th quarter. Wellington Management Group LLP now owns 16,338,606 shares of the company’s stock valued at $1,008,713,000 after acquiring an additional 13,313,817 shares in the last quarter. Arrowstreet Capital Limited Partnership raised its holdings in shares of Nutrien by 19.1% in the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 14,221,381 shares of the company’s stock valued at $834,962,000 after acquiring an additional 2,276,651 shares in the last quarter. First Eagle Investment Management LLC raised its holdings in shares of Nutrien by 0.5% in the 4th quarter. First Eagle Investment Management LLC now owns 13,307,283 shares of the company’s stock valued at $821,326,000 after acquiring an additional 70,068 shares in the last quarter. Finally, Deutsche Bank AG raised its holdings in shares of Nutrien by 2.0% in the 4th quarter. Deutsche Bank AG now owns 9,798,196 shares of the company’s stock valued at $604,745,000 after acquiring an additional 189,683 shares in the last quarter. Hedge funds and other institutional investors own 63.10% of the company’s stock.

Nutrien Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, April 16th. Shareholders of record on Tuesday, March 31st were issued a $0.55 dividend. This represents a $2.20 annualized dividend and a dividend yield of 3.1%. The ex-dividend date of this dividend was Tuesday, March 31st. This is an increase from Nutrien’s previous quarterly dividend of $0.55. Nutrien’s payout ratio is 47.21%.

Key Headlines Impacting Nutrien

Here are the key news stories impacting Nutrien this week:

• Positive Sentiment: Zacks raised a couple of near‑term quarter forecasts (Q3 2026 to $0.75 from $0.72; Q2 2027 to $1.87 from $1.84), which slightly offsets cuts elsewhere and could support near‑term earnings visibility. MarketBeat Zacks upgrades
• Neutral Sentiment: Mizuho reiterated a Hold on NTR (reported as “Gets a Hold”), a neutral signal that suggests no immediate change in sell‑side conviction. Nutrien (NTR) Gets a Hold from Mizuho Securities
• Negative Sentiment: Unusually large put buying: traders purchased ~14,187 put contracts on Friday (about 88% above the average put volume), signaling increased hedging or directional bearish bets that can amplify downside pressure on the stock. Options flow report
• Negative Sentiment: Zacks Research issued a string of downward revisions across multiple periods — trimming EPS for Q2 2026, Q4 2026, Q1 2027, Q4 2027 and lowering FY2026–FY2028 estimates (while keeping a Hold rating). The cuts reduce near‑ and medium‑term earnings expectations and likely prompted some investor selling. Zacks still cites a consensus full‑year figure (reported there) but has lowered several company forecasts. MarketBeat — Zacks estimate revisions

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.