Nutrien
Produces potash, nitrogen and phosphate while supplying farmers through a three-continent retail network.
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Profile
Produces potash, nitrogen and phosphate and sells crop inputs, seed, financing and agronomic services through a retail network spanning North America, South America and Australia. Four segments combine upstream nutrient production with direct farm distribution.
Combines crop-nutrient production with direct agricultural retail. Retail supplies crop nutrients, crop-protection products, seed, merchandise, financing and agronomic services across North America, South America and Australia.
Potash, Nitrogen and Phosphate form the upstream portfolio, with each segment organized around its nutrient chemistry and supported by freight, transportation and distribution activities. The operating model joins production assets inherited from PotashCorp with the farm-facing network inherited from Agrium.
Management priorities center on simplifying the portfolio, operational excellence and disciplined capital allocation. Results depend on crop acreage and prices, nutrient supply and demand, weather, natural-gas and sulfur availability, transportation capacity, trade restrictions, environmental regulation and geopolitical conditions.
Company facts
Key statistics
Year to date +16.4% · Average volume (30d) 2.4M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 25, 2026 | National Bank | Reiterate | Sector Perform | $64 | $77 | |
| Aug 10, 2026 | Barclays | Reiterate | Overweight | $85 | $78 | |
| Jul 28, 2026 | Exane BNP Paribas | Upgrade | Outperform | |||
| Jul 28, 2026 | BNP Paribas | Target | $80 | |||
| Jul 16, 2026 | Jefferies | Reiterate | Hold | $66 | $63 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 5, 2026Q2 FY26 | $2.70 | $2.61 | −3.3% | $10.44B | $10.47B | +0.3% | −0.24% |
| May 6, 2026Q1 FY26 | $0.48 | $0.51 | +6.3% | $5.30B | $5.69B | +7.3% | −7.36% |
| Feb 18, 2026Q4 FY25 | $0.87 | $0.83 | −4.6% | $5.43B | $5.12B | −5.6% | +2.13% |
| Nov 5, 2025Q3 FY25 | $0.93 | $0.97 | +4.3% | $5.25B | $5.94B | +13.2% | +2.94% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $5.10B | $10.44B | $6.01B | $5.34B | $6.05B | $10.81B | |
| Gross profit | $1.32B | $3.18B | $1.96B | $1.89B | $1.65B | $3.25B | |
| Operating income | $226.0M | $1.78B | $877.0M | $771.0M | $507.0M | $1.99B | |
| Net income | $11.0M | $1.22B | $464.0M | $571.0M | $131.0M | $1.21B | |
| Diluted EPS | $0.02 | $2.50 | $0.94 | $1.20 | $0.27 | $2.53 | |
| Gross margin | 25.9% | 30.4% | 32.7% | 35.4% | 27.2% | 30.1% | |
| Operating margin | 4.4% | 17.1% | 14.6% | 14.4% | 8.4% | 18.4% |
Fiscal years (4-quarter sums)FY21 $27.71B · FY22 $37.88B · FY23 $29.06B · FY24 $25.97B · FY25 $26.89B
Balance sheet, Jun 30, 2026Cash & short-term investments $921.0M · Total debt $12.73B · Total assets $53.56B · Shareholders' equity $25.90B
Dividends
Raised for 7 straight years — most recently to $0.55 from $0.545 in Mar 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jun 30, 2026 | Jun 30 | Jul 17 | $0.55 | |
| Mar 31, 2026 | Mar 31 | Apr 16 | $0.55 | raised from $0.545 |
| Dec 31, 2025 | Dec 31 | Jan 16 | $0.545 | |
| Sep 29, 2025 | Sep 29 | Oct 17 | $0.545 | |
| Jun 30, 2025 | Jun 30 | Jul 18 | $0.545 | |
| Mar 31, 2025 | Mar 31 | Apr 10 | $0.545 | raised from $0.54 |
| Dec 31, 2024 | Dec 31 | Jan 17 | $0.54 | |
| Sep 27, 2024 | Sep 27 | Oct 18 | $0.54 |
Ownership
Shares outstanding 480.02M · Float 479.30M · 99.9% free float
Insiders — no current Form 4 position.
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Royal Bank of Canada | 32.90M | 6.85% | 13F | Aug 14, 2026 |
| BlackRock, Inc. | 28.17M | 5.70% | 13D/G | Oct 24, 2024 |
| Vanguard Capital Management | 24.04M | 5.00% | 13G | Jul 31, 2026 |
| Bank of Montreal /Can/ | 13.80M | 2.87% | 13F | Aug 12, 2026 |
| Wellington Management Group LLP | 10.39M | 2.16% | 13F | Aug 14, 2026 |
Insider tradesForm 4
Nothing filed in the last 12 months.
View detailsPeers
- Mosaic
Direct rival in potash, phosphate and South American crop nutrients
- CF Industries
Direct nitrogen-fertilizer rival in ammonia, urea, and UAN
- ICL
Overlaps in potash, phosphate fertilizers, and specialty crop nutrition
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Nutrien | $73.84 | +0.44% | $35.29B | 14.9 | 13.7 | 1.3 | +0.3% |
| Mosaic | $23.71 | +0.38% | $7.50B | 124.2 | 25.5 | 0.6 | −6.0% |
| CF Industries | $125.55 | −0.16% | $19.32B | 9.3 | 9.6 | 2.5 | +17.6% |
| ICL | $5.71 | +2.06% | $7.23B | 23.3 | 12.6 | 0.9 | +16.5% |
| Median | 23.3 | 12.6 | 0.9 | +16.5% |