Nutrien Ltd. (NTR) Stock Falls on Q4 2025 Earnings

Nutrien Ltd. (NTR) reported Q4 2025 results with the following key figures:

Total revenue: $3.9 billion (down 63.04% year-over-year).

Gross profit: $1.38 billion (down 56.08% year-over-year).

Operating profit: $445 million (down 42.74% year-over-year).

Net income attributable to common shareholders: $416 million (up 60.45% year-over-year).

Diluted earnings per share: $1.18 (up 413.04% year-over-year).

Cash flow and capital spending:

Cash from operating activities: $2.17 billion (down 32.86% year-over-year).

Purchases of property, plant and equipment: $547 million (down 51.52% year-over-year).

Cash and cash equivalents: $511 million (down 14.08% year-over-year).

Balance sheet and cost metrics:

Cost of sales: $2.52 billion (down 65.99% year-over-year).

Total liabilities: $19.6 billion (up 2.79% year-over-year).

Profitability and market reaction:

Gross margin about 35.4%, operating margin about 11.4%, and net margin about 10.7%.

Shares moved -1.63% since market close.

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 295 institutional investors add shares of Nutrien Ltd. stock to their portfolio, and 333 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
DODGE & COX removed 10,076,659 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $591,600,649
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
CITADEL ADVISORS LLC removed 2,582,687 shares (-93.8%) from their portfolio in Q4 2025, for an estimated $159,403,441
GOLDMAN SACHS GROUP INC removed 2,171,984 shares (-63.5%) from their portfolio in Q4 2025, for an estimated $134,054,852
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.

Nutrien Ltd. Congressional Stock Trading

Members of Congress have traded $NTR stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $NTR stock by members of Congress over the last 6 months:

REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

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 10 analysts offer price targets for $NTR in the last 6 months, with a median target of $67.5.

Here are some recent targets:

Benjamin Theurer from Barclays set a target price of $70.0 on 02/18/2026
Ben Isaacson from Scotiabank set a target price of $70.0 on 02/02/2026
Andrew D. Wong from RBC Capital set a target price of $75.0 on 01/20/2026
Edlain Rodriguez from Mizuho set a target price of $68.0 on 01/16/2026
Vincent Sinisi from Morgan Stanley set a target price of $77.0 on 01/14/2026
John Roberts from UBS set a target price of $63.0 on 01/12/2026
Richard Garchitorena from Wells Fargo set a target price of $64.0 on 11/11/2025