Fertilizers
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Nutrien: Bearish Outlook For 2026 Due To Fertilizer Macro (Rating Downgrade)
Seeking Alpha· 2026-02-27 21:02
Core Viewpoint - The article discusses the investment position of the author in YARIY shares, indicating a beneficial long position through various means such as stock ownership and derivatives [1]. Group 1 - The author expresses personal opinions regarding the investment in YARIY and clarifies that no compensation is received for the article, aside from Seeking Alpha [1]. - The article emphasizes that it should not be considered financial advice, as the author is not a licensed financial advisor [2]. - It highlights the importance of due diligence and research by investors before making any investment decisions, particularly in high-risk trading styles [2]. Group 2 - The article notes that past performance does not guarantee future results, and no specific investment recommendations are made [3]. - It mentions that the views expressed may not reflect those of Seeking Alpha as a whole, indicating a diversity of opinions among analysts [3]. - The article clarifies that the authors are third-party contributors, which may include both professional and individual investors without formal licensing [3].
RBC Capital Lowers Mosaic (MOS) Outlook Following Earnings Miss and Cash Flow Concerns
Yahoo Finance· 2026-02-27 15:01
The Mosaic Company (NYSE:MOS) is included among the 13 Best Long-Term Dividend Stocks to Invest in Right Now. RBC Capital Lowers Mosaic (MOS) Outlook Following Earnings Miss and Cash Flow Concerns On February 26, RBC Capital lowered its price recommendation on The Mosaic Company (NYSE:MOS) to $28 from $29. It maintained a Sector Perform rating on the stock after the company reported weaker-than-expected Q4 earnings. The firm believes 2026 could remain a tough year. Phosphate margins are likely to stay un ...
Oppenheimer Lifts Nutrien (NTR) Price Target Despite Lighter Results, Citing Long-Term Growth Drivers
Yahoo Finance· 2026-02-27 14:55
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 ...
成本支撑强劲,刚需集中释放,复合肥后市怎么走?
Xin Lang Cai Jing· 2026-02-27 10:39
春节后,化肥产业链上游产品表现出强势走势,而复合肥交投及发运局部配比有所上行,那么后期情况如何? 01 复合肥成本存支撑 节后上游原料价格表现强劲,首先由风向标产品迎来开门红。节日期间,农业需求便有好转,叠加节前尿素工厂库存维持低位,印度招标释放国际价格偏 高的信号,尿素在利好支撑下出货较好,价格也一再走高。 数据来源:隆众资讯 节日前后,全国大部分农区气温较常年同期偏高1℃~4℃,无论冬小麦、油菜以及露地蔬菜、果树等用肥需求启动较好。 氯化铵行情也表现强劲,节前节后局部区域累计涨幅超过100元/吨。其他原料中,磷酸一铵成本端处于高位,且存部分待发订单,加上下游刚需犹存,因 此,价格维持坚挺;氯化钾市场保持坚挺,部分品种高端价格小幅上行,货源略显紧张。因此,整体来看,春节后的复合肥成本保持稳步上扬状态,支撑 了市场价格。 02 未来,气象条件依旧有利于北方冬小麦陆续返青起身,南方地区热量条件良好,降水过程增多,利于农田增墒和库塘蓄水,水热条件有利于冬小麦、油菜 等在地作物生长以及华南早稻播种育秧。 春季需求的集中释放有利于复合肥以及其他化肥产品的销售。 03 刚需集中释放 供应局部紧张 数据来源:隆众资讯 数 ...
Icahn Loads Up 30.5 Million IEP Shares Worth $245.6 Million
Yahoo Finance· 2026-02-27 02:26
On February 17, 2026, ICAHN CARL C disclosed a buy of Icahn Enterprises (NASDAQ:IEP). What happened According to a recent SEC filing, ICAHN CARL C increased its stake in Icahn Enterprises by 30,467,595 shares during the fourth quarter. The estimated value of this purchase was $245.63 million, calculated using the average closing price over the quarter. As a result, the fund’s quarter-end position in IEP rose to 549,400,539 shares, with the total value of the stake decreasing by $221.44 million compared ...
Nutrien Announces TSX Approval for Its Renewed Share Repurchase Program
Businesswire· 2026-02-26 22:45
SASKATOON, Saskatchewan--(BUSINESS WIRE)--Nutrien Ltd. (TSX and NYSE: NTR) announced today that the Toronto Stock Exchange (TSX) has accepted Nutrien's notice to commence a normal course issuer bid (NCIB) to purchase outstanding common shares representing up to five percent of its issued and outstanding common shares. Under the NCIB, purchases of common shares may be made through the facilities of the TSX, the New York Stock Exchange and/or alternative trading systems in Canada and the U.S., or. ...
The Mosaic Company Q4 2025 Earnings Call Summary
Yahoo Finance· 2026-02-25 21:32
Performance in the fourth quarter was pressured by a sharp decline in U.S. phosphate demand due to farmer affordability challenges and delayed government support. Management successfully restored the operational foundation by achieving record mining production at Miski Mayo and the highest Florida rock production in three years. Phosphate production improvements are driven by a strategic focus on P2O5 output, allowing the company to flex product grades to meet shifting market demand. The Mosaic Bios ...
Mosaic(MOS) - 2025 Q4 - Earnings Call Transcript
2026-02-25 17:02
The Mosaic Company (NYSE:MOS) Q4 2025 Earnings call February 25, 2026 11:00 AM ET Company ParticipantsBruce Bodine - President and CEOChris Parkinson - Managing DirectorJason Tremblay - VP of Enterprise Strategy and Business SupportJenny Wang - EVP for CommercialJoel Jackson - Managing Director of Equity ResearchKristen Owen - Managing DirectorLuciano Siani Pires - EVP and CFOMike Sison - Managing DirectorRahi Parikh - Assistant VPVincent Andrews - Managing DirectorConference Call ParticipantsAndrew Wong - ...
Mosaic(MOS) - 2025 Q4 - Earnings Call Presentation
2026-02-25 16:00
The Mosaic Company February 24, 2026 Fourth Quarter 2025 Results 1 Forward Looking Statements & Non-GAAP Financial Measures This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Such statements may include, but are not limited to, statements about future transactions or strategic plans and other statements about future financial and operating results. Such statements are based upon the current beliefs and expectations of The Mosaic ...
CF Industries (NYSE:CF) 2026 Conference Transcript
2026-02-25 15:47
CF Industries (NYSE:CF) 2026 Conference February 25, 2026 09:45 AM ET Company ParticipantsBert Frost - EVP and CCO in Sales, Market Development, and Supply ChainMartin Jarosick - VP in Treasury and Investor RelationsConference Call ParticipantsNone - AnalystModeratorWelcome back, everybody. We'll get started. I'm sure people will continue to file in. With me today, we have Bert Frost, the EVP and Chief Commercial Officer of CF, and Martin Jarosick, VP Treasury and Investor Relations. Bert, you know, you're ...