Nutrien (NTR) came out with quarterly earnings of $0.97 per share, beating the Zacks Consensus Estimate of $0.93 per share. This compares to earnings of $0.39 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +4.30%. A quarter ago, it was expected that this producer of potash and other fertilizers would post earnings of $2.4 per share when it actually produced earnings of $2.65, delivering a surprise of +10.42%.Over the last fou ...

SASKATOON, Saskatchewan--(BUSINESS WIRE)--Nutrien Ltd. (TSX and NYSE: NTR) announced today that its Board of Directors has declared a quarterly dividend of US$0.545 per share payable on January 16, 2026, to shareholders of record on December 31, 2025. 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 that it has commenced a controlled shut down of its Trinidad Nitrogen operations at the Point Lisas' facility to be effective October 23, 2025. This shutdown is in response to port access restrictions imposed by Trinidad and Tobago's National Energy Corporation (NEC) and a lack of reliable and economic natural gas supply that has reduced the free cash flow contribution of the Trinidad Nitrogen operations. ...

Core Insights - Nutrien Ltd. (NTR) is experiencing strong demand for crop nutrients, cost reduction efforts, and strategic acquisitions, supported by improving fertilizer prices [1][11] Industry Overview - Nutrien is positioned well in the fertilizer market alongside competitors like The Mosaic Company, CF Industries, and Intrepid Potash, benefiting from robust global agricultural demand and tight inventories expected to support crop commodity prices in 2025 [2] - The company anticipates an increase in U.S. corn acreage in 2025, with record potash sales volumes in Q2 2025 driven by favorable affordability and strong consumption in North America and offshore markets [3][11] Sales Volume Projections - Nutrien expects potash sales volumes to range between 13.9 and 14.5 million tons for 2025, with nitrogen sales forecasted at 10.7 to 11.2 million tons, and phosphate sales projected between 2.35 and 2.55 million tons [7] Strategic Growth Initiatives - The company is expanding its presence in Brazil through acquisitions and plans to utilize part of its free cash flow for growth investments, including tuck-in acquisitions in the retail sector [4] - Nutrien is focused on operational efficiency and cost-saving initiatives, targeting approximately $200 million in total savings for 2025, with progress ahead of schedule [5][11] Financial Performance - Nutrien reported cash and cash equivalents of $1,387 million at the end of Q2, a 38% increase year-over-year, with operating cash flow surging 40% to $2,538 million for the quarter [6] - The company returned $0.8 billion to shareholders in the first half of 2025 through dividends and share buybacks [6]

Upgrades - HSBC upgraded HP Inc. (HPQ) to Buy from Hold with a price target of $30, up from $28.10, citing better-than-expected market indications for personal computer and printer volumes [2] - RBC Capital upgraded T-Mobile (TMUS) to Outperform from Sector Perform with an unchanged price target of $270, highlighting the stock's valuation compression year-to-date and solid operating trends [2] - Wolfe Research upgraded Monolithic Power (MPWR) to Outperform from Peer Perform with a price target of $1,200, projecting a conservative path to over $24 in earnings per share by 2027 [3] - JPMorgan upgraded DoorDash (DASH) to Overweight from Neutral with a price target of $325, up from $175, noting industry-leading growth and improving unit economics [4] - Wolfe Research upgraded AMD (AMD) to Outperform from Peer Perform with a price target of $300, following the company's OpenAI win and projecting over $10 in earnings per share [5] Downgrades - New Street downgraded Micron (MU) to Neutral from Buy with a price target of $190, indicating that while demand for high bandwidth memory is increasing, earnings beats will be offset by continued multiple compression [6] - Northland downgraded Salesforce (CRM) to Market Perform from Outperform with a price target of $264, down from $396, citing stagnant constant currency cRPO growth between 10% and 11% [6] - Barclays downgraded CyberArk (CYBR) to Equal Weight from Overweight with a price target of $520, reflecting the pending takeover by Palo Alto Networks (PANW) expected to close in the second half of 2026 [6] - BofA downgraded Nutrien (NTR) to Neutral from Buy with an unchanged price target of $67, noting a more balanced risk-reward scenario amid concerns regarding the fertilizer price rally [6] - Oppenheimer downgraded Carrier Global (CARR) to Perform from Outperform without a price target, citing near-term earnings risk and few catalysts for the shares [6]

Core Viewpoint - Nutrien Ltd. (NYSE: NTR) is currently not considered an attractive investment opportunity despite several important developments, with the stock remaining flat since June [1]. Company Research - The analyst has over 10 years of experience researching companies across various sectors, including commodities like oil, natural gas, gold, and copper, as well as technology companies such as Google and Nokia [2]. - The analyst has researched over 1000 companies in-depth, which contributes to the ability to provide valuable insights [2]. - The focus has shifted to a value investing-oriented YouTube channel after three years of blogging, covering hundreds of different companies [2]. - The analyst expresses a particular interest in metals and mining stocks but is also comfortable analyzing other industries, including consumer discretionary/staples, REITs, and utilities [2].

Core Insights - The article emphasizes the importance of value investing as a successful strategy across various market conditions, focusing on identifying undervalued companies through fundamental analysis [2][4]. Company Overview - Nutrien (NTR) is highlighted as a strong investment opportunity, currently holding a Zacks Rank of 1 (Strong Buy) and an A grade for Value [4]. - NTR has a Forward P/E ratio of 12.54, which is lower than the industry average of 13.89, indicating potential undervaluation [4]. - The stock's Forward P/E has fluctuated between 11.92 and 15.98 over the past year, with a median of 13.47 [4]. Valuation Metrics - Nutrien's PEG ratio stands at 0.86, compared to the industry average of 1.21, suggesting that NTR is undervalued relative to its expected earnings growth [5]. - The PEG ratio for NTR has ranged from 0.86 to 1.67 in the past year, with a median of 1.07 [5]. - The P/S ratio for NTR is 1.13, which is lower than the industry average of 1.28, further supporting the notion of undervaluation [6]. Investment Outlook - The combination of these metrics indicates that Nutrien is likely undervalued, and its strong earnings outlook positions it as one of the market's strongest value stocks [7].

Core Points - Nutrien Ltd. plans to release its third quarter 2025 results after market close on November 5, 2025 [1] - A conference call to discuss the results and outlook will be held on November 6, 2025, at 10:00 a.m. EST [1] - Investors can access the call via phone or webcast, with a recording available post-call [2] Company Overview - Nutrien is a leading global provider of crop inputs and services, operating a network of production, distribution, and agricultural retail facilities [3] - The company focuses on creating long-term value through strategic investments that enhance its business advantages across the agricultural value chain [3] - Nutrien maintains access to essential resources and stakeholder relationships to achieve its goals [3]

Core Insights - Nutrien Ltd. (NTR) is focused on executing a cost-reduction program to enhance margins and improve efficiency and competitiveness [1] - The company anticipates achieving approximately $200 million in total savings this year, with half of the savings expected from its Retail unit [2][8] - The cost-saving initiatives include operational efficiency measures and rationalization activities across various regions [3] Cost-Saving Initiatives - Nutrien's cost-reduction program aims to sustainably lower per-unit costs, involving actions such as rationalization in Brazil, closures in North America, and optimization in Australia [3][8] - The company has already achieved a 5% year-over-year reduction in selling, general and administrative expenses (SG&A) in the first half of 2025 [3] Financial Performance and Projections - Successful execution of the cost-saving program is expected to expand EBITDA margins, drive incremental free cash flow, and enhance shareholder returns [4] - The Zacks Consensus Estimate projects a year-over-year earnings rise of 29.4% for 2025 and 0.9% for 2026, with EPS estimates trending higher over the past 60 days [10] Market Position and Valuation - Nutrien's stock has gained 30% year-to-date, outperforming the Zacks Fertilizers industry's rise of 25.2% [7] - The company is currently trading at a forward 12-month earnings multiple of 12.88, which is a 5.4% discount to the industry average of 13.62 [11]

Core Insights - Nutrien Ltd. (NYSE:NTR) is recognized as one of the best high dividend stocks to buy under $100, making it an attractive option for investors seeking reliable income sources [1][2]. Company Overview - Nutrien Ltd. is a prominent player in Canadian agriculture, providing essential crop inputs to farmers globally. Its significant involvement in both fertilizer production and agricultural retail enhances its appeal to investors [2]. Competitive Advantages - The company's vertical integration is a key strength, allowing it to manage both production and distribution. This structure enables Nutrien to capture more value across the supply chain, improve margins, and control costs effectively. It also positions the company to adapt swiftly to market changes, such as fluctuations in crop prices and input costs [3]. Market Resilience - Nutrien demonstrates resilience during economic downturns, as agriculture remains a fundamental industry. Farmers depend on fertilizers to sustain crop yields, regardless of economic conditions. With the ongoing increase in global food demand, Nutrien is well-positioned as a stable, long-term investment [4]. Dividend Performance - Nutrien is a consistent dividend payer, having raised its dividends for seven consecutive years. The company currently offers a quarterly dividend of $0.545 per share, resulting in a dividend yield of 3.86% as of September 18 [5].