NTR

Nutrien (NTR) reported earnings 30 days ago. What's next for the stock?

NTR benefits from strong potash and nitrogen demand, higher fertilizer prices and cost gains, while sulfur costs and volume constraints weigh on results.

Nutrien is lowered to a Hold after a mixed Q2, as higher sales were accompanied by weaker profitability, lower fertilizer volumes, and higher sulfur costs. Long-term fertilizer demand remains tied to crop production, but that does not remove the cyclicality of Nutrien's earnings. Near-term uncertainty remains in nitrogen, phosphate, and Retail, while potash performed better and the lower end of 2026 potash volume guidance was raised.

NTR's Q2 sales topped estimates as potash gains and stronger benchmark prices helped offset lower volumes and higher sulfur costs.

Nutrien Ltd. remains a Buy as current market pricing ignores dual catalysts: global LNG disruption and a reversal in the agricultural cycle. NTR's North American nitrogen assets benefit from structurally cheap gas, ensuring elevated margins for 2–3 years amid global LNG capacity outages. Rising global food prices and pent-up fertilizer demand set the stage for a cyclical upturn in NTR's potash, phosphate, and retail segments.

SASKATOON, Saskatchewan--(BUSINESS WIRE)--Nutrien Ltd. (TSX and NYSE: NTR) announced today that its Board of Directors has declared a quarterly dividend of US$0.55 per share payable on October 16, 2026, to shareholders of record on September 29, 2026. Registered shareholders who are residents of Canada as reflected in Nutrien's shareholders register, as well as beneficial holders (i.e., shareholders who hold their common shares through a broker or other intermediary) whose intermediary is a par.

SASKATOON, Saskatchewan--(BUSINESS WIRE)--Nutrien Ltd. (TSX and NYSE: NTR) announced today its second quarter 2026 results, with net earnings of $1.22 billion ($2.53 diluted net earnings per share). Second quarter 2026 adjusted EBITDA1 was $2.43 billion and adjusted net earnings per share1 was $2.61. “In the first half of 2026, Nutrien delivered record potash sales volumes, strong growth in proprietary products margins and further enhanced the reliability and cost position of our nitrogen asset.

Nutrien (NTR) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

SASKATOON, Saskatchewan--(BUSINESS WIRE)--Nutrien Ltd. (TSX and NYSE: NTR) announced today plans to release second quarter 2026 results after market close on Wednesday, August 5. Nutrien will host a conference call to discuss its results and outlook at 10:00 a.m. EDT on Thursday, August 6. Investors can access the call by dialing 1-800-990-2777 or 1-416-855-9085 and using conference ID: 57930. A webcast of the call can be accessed by visiting Nutrien's Investor Events page. A recording of the c.

NTR is riding healthy fertilizer demand, record potash sales and cost cuts, but higher input costs challenge margin gains.