Nutrien Ltd. (NYSE:NTR) is included among the 13 Best Long-Term Dividend Stocks to Invest in Right Now. Oppenheimer Lifts Nutrien (NTR) Price Target Despite Lighter Results, Citing Long-Term Growth Drivers On February 26, Oppenheimer analyst Kristen Owen raised the price recommendation on Nutrien Ltd. (NYSE:NTR) to $78 from $76. The analyst maintained an Outperform rating on the stock. The firm said recent results came in lighter than expected, but progress on portfolio actions continues to support the l ...

PresentationFor the sake of kicking the conference off, we'll get going. So Ken and Mark, you just came off a very strong quarter, reported earnings last week, clearly capitalizing on the favorable Nutrien backdrop. So maybe we want to start off a little bit, if you want to rehash the year that was 2025 and where the company stays, and then we'll dive in and start there.Kenneth SeitzPresident, CEO & Director Yes. Thanks, Matt, and good morning, everyone. Good morning, Steve. It's good to see you. I think li ...

PresentationLet's welcome Ken Seitz, President and CEO, to the stage. We're going to do a fireside chat. So if you want to submit questions, please go on the app, and we'll weave them in. Ken, why don't you kick off maybe like a few minutes, state of the union, what's going on with Nutrien in the markets?All right. Good morning to day 2 of the Mining Conference, day 4 for some of us. Our first session this morning with Nutrien is -- with Nutrien, of course, the largest fertilizer producer, a large retail pl ...

Phosphate: The phosphate operating rate averaged 87% in the second half of 2025. Nutrien said it delivered within its guidance range despite lower North American demand in Q4.Nitrogen: Nitrogen sales volumes increased to 10.9 million tons, and ammonia operating rates improved by four percentage points, supported by reliability initiatives and debottlenecking projects. Management said strong performance from North American nitrogen plants offset the impact of a controlled shutdown of Trinidad operations in Q ...

Core Insights - U.S. President Donald Trump signed an executive order on February 18, 2026, invoking the Defense Production Act to secure domestic supplies of elemental phosphorus and glyphosate-based herbicides, citing their importance for national security and military readiness [1][3] Domestic Players and Market Impact - The executive order highlights domestic companies capable of scaling production, particularly Bayer AG, which operates the only elemental phosphorus mine in the U.S., along with Corteva Agriscience and The Mosaic Company [2] - ETFs with significant holdings in these companies are expected to experience increased interest and potential surges in value [2] Strategic Reshoring and Economic Protectionism - The order aims to reduce U.S. reliance on foreign imports, especially from China, for critical materials, as elemental phosphorus is essential for various military and technological applications [3] - By invoking the DPA, the U.S. government can provide loans and purchase guarantees to support domestic producers, benefiting companies like Bayer and Corteva [4] ETF Highlights - **iShares MSCI Agriculture Producers ETF (VEGI)**: Net assets of $108.7 million, exposure to 128 companies, with CTVA at 9.33% and NTR at 6.14% weightage; surged 19.5% over the past year [6][7] - **VanEck Agribusiness ETF (MOO)**: Net assets of $954.1 million, exposure to 57 companies, with BAYRY at 7.45%, CTVA at 6.43%, and NTR at 4.79% weightage; increased by 24% over the past year [8][9] - **First Trust Materials AlphaDEX ETF (FXZ)**: Net assets of $332.7 million, exposure to 37 stocks, with MOS at 4.79% weightage; soared 30% over the past year [11] - **Global X AgTech & Food Innovation ETF (KROP)**: Net assets of $6.50 million, exposure to 30 companies, with FMC at 4.16% weightage; gained 13.9% over the past year [12][13]

Group 1: U.S. Defense and Agricultural Policy - President Trump signed an executive order to secure domestic supplies of elemental phosphorus and glyphosate-based herbicides, citing risks to the U.S. defense industrial base and food supply from foreign threats [2][3] - Elemental phosphorus is crucial for military munitions, semiconductors, and lithium-ion batteries, while glyphosate is essential for the production of corn, soy, and cotton, with over 90% of these crops relying on glyphosate-based herbicides [2][3] - The order prioritizes domestic production, impacting major players like Nutrien (NTR) and The Mosaic Company (MOS) in the North American phosphate market [2] Group 2: Canada-Mexico Trade Relations - Canada and Mexico have rejected discussions on bilateral trade paths, emphasizing their commitment to maintaining the trilateral USMCA agreement [4][5] - Canadian Minister Dominic LeBlanc expressed confidence in a unified approach to ensure a renewed partnership during the upcoming USMCA review [5] - The economic relationship between Canada and Mexico has grown twelvefold over 30 years, with two-way trade reaching $56 billion, highlighting the increasing importance of the non-U.S. North American corridor [7][8]

Core Insights - Analog Devices (ADI) is expected to report strong growth in its first-quarter fiscal 2026 results, driven by its automotive, consumer electronics, and industrial semiconductor segments [1] Group 1: Automotive Segment Growth - The global automotive market is shifting towards software-defined vehicles and electrification, increasing the demand for ADI's automotive analog and mixed signal chips [2] - ADI's automotive segment contributed 29.7% of fiscal 2025 revenues, up from 20% in fiscal 2022, driven by higher content and share gains in Level 2+ ADAS systems [3][9] Group 2: Consumer Electronics Demand - The demand for high-quality consumer electronics, including personal and professional entertainment systems, is benefiting ADI, with the consumer segment growing 18.8% year over year in fiscal 2025 [4] - ADI's products are gaining traction in modern consumer electronics such as wearables and gaming devices, which require high-performance integrated chips [5] Group 3: Industrial Segment Performance - ADI's industrial segment is experiencing significant growth, reporting a 34.5% year-over-year increase, driven by demand in instrumentation, automation, healthcare, and energy management [6] - The energy transition demand for grid management and battery storage systems is also contributing to the growth of ADI's chips in aerospace and defense applications [7]

Core Insights - Booking Holdings (BKNG) is set to report its fourth-quarter 2025 results on February 18, with revenue estimates at $6.11 billion, reflecting an 11.73% year-over-year growth, and earnings per share (EPS) estimated at $48.23, indicating a 16.08% increase from the previous year [1][2] Group 1: Financial Performance Expectations - The Zacks Consensus Estimate for revenues is $6.11 billion, suggesting an 11.73% growth from the same quarter last year [1] - The consensus estimate for earnings is $48.23 per share, indicating a 16.08% increase year-over-year, with a recent upward revision of 5 cents in the past 30 days [1] - The company has consistently beaten earnings estimates in the last four quarters, with an average beat of 18.21% [2] Group 2: Operational Momentum and Strategic Initiatives - Booking Holdings is expected to have entered Q4 2025 with strengthening operational momentum, driven by strategic initiatives in loyalty and multi-vertical expansion [3] - The Genius loyalty program is anticipated to show robust engagement, with higher conversion rates and repeat booking behavior from travelers in Levels 2 and 3 [3] - The direct channel mix is projected to be in the mid-60% range, contributing to marketing efficiency and reduced customer acquisition costs [3] Group 3: Market Trends and Growth Projections - The Connected Trip vision is gaining momentum, with multi-vertical booking behavior accelerating, particularly in flight tickets and attractions, which are growing faster than accommodation bookings [4] - Room night growth is expected to moderate between 4% and 6% due to normalization of the booking window, indicating a slowdown in growth [5] - Revenue growth is projected between 10% and 12%, facing challenges from a higher mix of lower-margin flight and attractions bookings, which may pressure overall take rates and margins [5] Group 4: Earnings ESP and Stock Outlook - According to the Zacks model, Booking Holdings has an Earnings ESP of +1.01% and a Zacks Rank of 3 (Hold), which suggests a moderate likelihood of an earnings beat [6] - The company is positioned within a competitive landscape, with other stocks like Nutrien and Analog Devices also showing favorable earnings outlooks [7][9]

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].

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]