Nutrien Increases Quarterly Dividend and Announces Intent to Launch a New Share Repurchase Program-# Nutrien Increases Quarterly Dividend and Announces Intent to Launch a New Share Repurchase ProgramShare- --SASKATOON, Saskatchewan--([BUSINESS WIRE])--Nutrien Ltd. (TSX and NYSE: NTR) announced today that its Board of Directors declared a quarterly dividend of US$0.55 per share payable on April 16, 2026 to shareholders of record on March 31, 2026. This represents an approximately one percent increase from th ...

The upcoming report from Nutrien (NTR) is expected to reveal quarterly earnings of $0.87 per share, indicating an increase of 180.7% compared to the year-ago period. Analysts forecast revenues of $5.21 billion, representing an increase of 2.5% year over year.The consensus EPS estimate for the quarter has undergone a downward revision of 2.8% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timefr ...

Core Insights - Nutrien Ltd. (NYSE:NTR) is considered one of the most undervalued Canadian stocks by hedge funds, with recent price target adjustments indicating a positive outlook despite market caution [1][2]. Group 1: Price Target Adjustments - Scotiabank raised its price target for Nutrien to $70 from $63 while maintaining a Sector Perform rating, advising caution regarding fertilizer markets after the spring season [1]. - Oppenheimer increased its price target for Nutrien to $76 from $64, keeping an Outperform rating, and expects stock performance to be driven by specific company catalysts despite challenges in the broader agriculture sector [2]. Group 2: Industry Themes and Company Segments - Key industry themes identified by Oppenheimer include consolidation, affordability, and innovation, with input demand influenced by customer value perception [3]. - Nutrien operates through four segments: Nutrien Ag Solutions, Potash, Nitrogen, and Phosphate, providing crop inputs and services [3].

Core Viewpoint - Nutrien (NTR) has been upgraded to a Zacks Rank 1 (Strong Buy), indicating a positive outlook on its earnings estimates, which is a significant factor influencing stock prices [1][3]. Earnings Estimates and Stock Price Movement - The Zacks rating system is based on changes in earnings estimates, which are strongly correlated with near-term stock price movements, making it a valuable tool for investors [2][4]. - An increase in earnings estimates typically leads to higher fair value calculations by institutional investors, resulting in buying or selling actions that affect stock prices [4]. Nutrien's Earnings Outlook - The recent upgrade for Nutrien reflects an improvement in its underlying business, which is expected to drive the stock price higher as investors respond positively to this trend [5]. - Analysts have raised their earnings estimates for Nutrien, with the Zacks Consensus Estimate increasing by 5.5% over the past three months [8]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with Zacks Rank 1 stocks historically generating an average annual return of +25% since 1988 [7]. - Nutrien's upgrade to Zacks Rank 1 places it in the top 5% of Zacks-covered stocks, indicating strong potential for market-beating returns in the near term [10].

Group 1 - The soft commodity sector, including grains, livestock, and dairy products, is gaining momentum and attracting market attention, alongside the strong performance of hard commodities like gold and silver [1] - The VanEck Agribusiness ETF (MOO.US) offers diversified exposure across the agricultural value chain, including fertilizers, machinery, and food processing, rather than solely betting on spot prices [1] - Nutrien (NTR.US) has seen a nearly 20% increase over the past two weeks and is considered a strong stock in the agricultural sector [1] Group 2 - CF Industries Holdings (CF.US) has risen over 18% year-to-date and has recorded four consecutive weeks of gains, marking its longest winning streak since last year [2] - Archer Daniels Midland (ADM.US) has increased approximately 17% this year, with a dividend yield close to 3%, and has recently broken through the key $65 resistance level [2] - Darling Ingredients (DAR.US) has seen a cumulative increase of about 23% over the past three months, with its stock price recently surpassing the critical $40 resistance level [2]

Core Viewpoint - Nutrien Ltd. is set to release its fourth quarter 2025 results on February 18, 2026, after market close, followed by a conference call on February 19, 2026, at 10:00 a.m. EST to discuss the results and outlook [1]. Group 1 - The conference call can be accessed by investors through specific dialing numbers and a conference ID [1]. - A recording of the call will be available post-completion, accessible for 12 months [2]. - Nutrien is recognized as a leading global provider of crop inputs and services, with a focus on creating long-term value through strategic investments [3].

Core Viewpoint - Nutrien's shares experienced a significant increase of 7.9% to $66.2, driven by an upgrade from Morgan Stanley and a higher trading volume [1] Group 1: Stock Performance - Nutrien's stock rose 7.9% in the last trading session, contrasting with a 0.8% loss over the previous four weeks [1] - The stock's price target was raised by Morgan Stanley from $70 to $77 following the upgrade to "Overweight" from "Equal-Weight" [1] Group 2: Earnings Expectations - Nutrien is expected to report quarterly earnings of $0.87 per share, reflecting a year-over-year increase of 180.7% [2] - Projected revenues for the upcoming report are $5.24 billion, which is a 3.2% increase compared to the same quarter last year [2] Group 3: Earnings Estimate Trends - The consensus EPS estimate for Nutrien has remained unchanged over the last 30 days, indicating a potential lack of momentum in stock price movement without earnings estimate revisions [3] - Monitoring Nutrien's performance is advised to determine if the recent stock price increase can sustain itself [3] Group 4: Industry Context - Nutrien is part of the Zacks Fertilizers industry, which includes CF Industries, another company that saw a 2.6% increase in its stock price [4] - CF Industries has a consensus EPS estimate of $2.55, representing a year-over-year change of 34.9% [5]

Core Insights - U.S. stocks experienced a decline, with the Nasdaq Composite dropping over 200 points on Wednesday [1] - TG Therapeutics Inc reported preliminary total global revenue for fiscal year 2025 of approximately $616 million, leading to a significant increase in its stock price [2] Company Performance - TG Therapeutics reported U.S. net product revenue for BRIUMVI of approximately $182 million for Q4 and $594 million for the full year, with these figures being unaudited [2] - TG Therapeutics shares surged by 11.6% to $31.10 following the revenue announcement [2] Other Notable Stock Movements - Rich Sparkle Holdings Ltd shares increased by 13.5% to $95.31 [3] - Cerus Corp gained 12.7% to $2.84 [3] - Clover Health Investments Corp saw an 11.2% rise to $2.82, driven by year-over-year membership growth in its Medicare Advantage PPO plans [3] - Highpeak Energy Inc shares rose by 8.3% to $5.07 [3] - Nutrien Ltd gained 7% to $65.62 after an upgrade from Morgan Stanley analyst Vincent Sinisi, with a price target increase from $70 to $77 [3]

Group 1 - Nutrien Ltd (NYSE:NTR) is recognized as one of the best fertilizer stocks to invest in, with a price target raised to $65 from $61 by Mizuho analysts, while the stock has rallied approximately 36% in 2025 [1] - The company completed the sale of its 50% equity position in Profertil S.A. for $600 million, marking a significant step in its portfolio simplification strategy [2] - Nutrien's President and CEO, Ken Seitz, stated that the sale enhances earnings quality and cash conversion, with plans to allocate proceeds towards growth investments, share repurchases, and debt reduction [3] Group 2 - Nutrien Ltd is the world's largest provider of crop inputs and services, involved in the entire agricultural value chain, producing potash, nitrogen, and phosphate fertilizers, and distributing them globally [4]

Group 1: Company Developments - Nutrien Ltd. has streamlined its portfolio by selling its 50% equity stake in Argentina-based nitrogen producer Profertil S.A. for approximately $600 million in pre-tax proceeds [3] - The company has generated roughly $900 million in gross proceeds from asset sales since Q4 2024, indicating a broader divestment strategy to enhance focus and strengthen its balance sheet [4] - Nutrien's President and CEO, Ken Seitz, emphasized that the sale of Profertil is part of efforts to simplify the portfolio, improve earnings quality, and enhance cash conversion [4] Group 2: Market Outlook - Mizuho raised its price target on Nutrien to $65 from $61 while maintaining a Neutral rating, reflecting ongoing pressures in the chemicals, agriculture, and packaging sector [2] - The analyst noted that higher export volumes from China are impacting basic chemical markets, and a weak start to the March quarter is anticipated following a weak December quarter for many companies in the sector [2] Group 3: Business Operations - Nutrien operates as a global supplier of essential crop nutrients, producing and distributing potash, nitrogen, and phosphate [4] - The company supports farmers through its retail platform, Nutrien Ag Solutions, which offers products, services, and agronomic expertise across key agricultural regions [4]