Nutrien Ltd. (NYSE: NTR) posted a solid second quarter in 2026, with revenue rising to $10.8 billion, up 3.6% from a year earlier. Gross profit improved to $3.3 billion, while operating profit edged higher to $1.8 billion, showing continued resilience in the company’s core business.
Bottom-line results were mixed but still strong. Net income attributable to common shareholders came in at $1.2 billion, while diluted earnings per share increased 1.2% year over year to $2.53. Cost of sales climbed to $7.6 billion, reflecting higher expenses alongside the revenue gain.
Cash generation remained healthy. Nutrien produced $2.5 billion in operating cash flow during the quarter and spent $491 million on property, plant and equipment, signaling continued investment in the business. The company ended the period with $921 million in cash and cash equivalents, while total liabilities declined to $27.6 billion.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
Nutrien Ltd. Hedge Fund Activity
We have seen 327 institutional investors add shares of Nutrien Ltd. stock to their portfolio, and 304 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC removed 4,794,635 shares (-40.3%) from their portfolio in Q1 2026, for an estimated $361,275,747
- CANADA PENSION PLAN INVESTMENT BOARD removed 4,607,898 shares (-54.2%) from their portfolio in Q1 2026, for an estimated $347,205,114
- BANK OF MONTREAL /CAN/ removed 2,895,504 shares (-18.3%) from their portfolio in Q1 2026, for an estimated $218,176,226
- TD ASSET MANAGEMENT INC removed 2,549,597 shares (-27.5%) from their portfolio in Q2 2026, for an estimated $160,497,131
- BEUTEL, GOODMAN & CO LTD. removed 2,296,123 shares (-38.3%) from their portfolio in Q1 2026, for an estimated $173,012,868
- TORONTO DOMINION BANK removed 2,251,715 shares (-44.0%) from their portfolio in Q1 2026, for an estimated $169,666,725
- CAPITAL WORLD INVESTORS added 1,996,855 shares (+inf%) to their portfolio in Q1 2026, for an estimated $150,463,024
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Nutrien Ltd. Price Targets
Multiple analysts have issued price targets for $NTR recently. We have seen 13 analysts offer price targets for $NTR in the last 6 months, with a median target of $82.0.
Here are some recent targets:
- Vincent Sinisi from Morgan Stanley set a target price of $81.0 on 07/07/2026
- Ben Isaacson from Scotiabank set a target price of $80.0 on 06/30/2026
- Kristen Owen from Oppenheimer set a target price of $82.0 on 05/12/2026
- Jeffrey Zekauskas from JP Morgan set a target price of $80.0 on 05/11/2026
- Lucas Beaumont from UBS set a target price of $65.0 on 05/11/2026
- Michael Tupholme from TD Cowen set a target price of $86.0 on 05/06/2026
- Hamir Patel from CIBC set a target price of $88.0 on 04/30/2026
