Nutrien Ltd. (NTR) Stock Falls on Q1 2026 Earnings

Nutrien Ltd. (NTR) — Q1 2026 highlights:

Total revenues: $6.0 billion, up 18.6% year-over-year.

Gross profit: $1.6 billion, up 24.7% year-over-year.

Operating profit: $363 million, up 60.6% year-over-year.

Net income attributable to common shareholders: $131 million, up 1,090.9% year-over-year.

Diluted earnings per share: $0.27, up 1,250.0% year-over-year.

Cash flow and balance sheet snapshots:

Cash from operating activities: -$851 million, down 21.4% year-over-year.

Purchases of property, plant and equipment: -$325 million, up 8.3% year-over-year.

Cash and cash equivalents: $777 million, down 13.2% year-over-year.

Total liabilities: $28.7 billion, down 0.9% year-over-year.

Additional items:

Cost of sales: $4.4 billion, up 16.4% year-over-year.

Stock price change since market close: -1.91%.

The quarter shows strong top-line and margin expansion, with revenue and gross profit rising double digits and operating results improving substantially. Net income and EPS jumped sharply on the period, while operating cash flow weakened and liquidity edged lower; capital spending increased modestly. Overall, results point to improving profitability amid tighter cash conversion and a modest share-price pullback.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

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Nutrien Ltd. Hedge Fund Activity

We have seen 328 institutional investors add shares of Nutrien Ltd. stock to their portfolio, and 297 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

WELLINGTON MANAGEMENT GROUP LLP added 13,313,817 shares (+440.2%) to their portfolio in Q4 2025, for an estimated $821,728,785
ARGA INVESTMENT MANAGEMENT, LP removed 5,265,902 shares (-99.2%) from their portfolio in Q1 2026, for an estimated $396,785,715
ROYAL BANK OF CANADA removed 3,761,503 shares (-10.8%) from their portfolio in Q4 2025, for an estimated $232,159,965
FMR LLC removed 3,719,002 shares (-23.8%) from their portfolio in Q4 2025, for an estimated $229,536,803
SILCHESTER INTERNATIONAL INVESTORS LLP removed 2,746,328 shares (-67.7%) from their portfolio in Q1 2026, for an estimated $206,935,814
CITADEL ADVISORS LLC removed 2,582,687 shares (-93.8%) from their portfolio in Q4 2025, for an estimated $159,403,441
TORONTO DOMINION BANK added 2,140,598 shares (+72.0%) to their portfolio in Q4 2025, for an estimated $132,117,708

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.

Nutrien Ltd. Analyst Ratings

Wall Street analysts have issued reports on $NTR in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Morgan Stanley issued a "Overweight" rating on 01/14/2026

To track analyst ratings and price targets for Nutrien Ltd., check out Quiver Quantitative's $NTR forecast page.

Nutrien Ltd. Price Targets

Multiple analysts have issued price targets for $NTR recently. We have seen 17 analysts offer price targets for $NTR in the last 6 months, with a median target of $80.0.

Here are some recent targets:

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
Benjamin Theurer from Barclays set a target price of $85.0 on 04/27/2026
Kristen Owen from Oppenheimer set a target price of $80.0 on 04/22/2026
Ben Isaacson from Scotiabank set a target price of $75.0 on 04/20/2026
Vincent Sinisi from Morgan Stanley set a target price of $93.0 on 04/08/2026
Lucas Beaumont from UBS set a target price of $67.0 on 03/26/2026