Nutrien rises 6% as buyback launch and firmer fertilizer pricing lift sentiment

Nutrien Ltd. (NTR) is up 6.0% today. Here is some analysis on what might have caused this price movement.

Analysis: The move likely reflects renewed optimism around shareholder returns after Nutrien received approval to launch a new share repurchase program, alongside a supportive crop-nutrient pricing backdrop going into the spring application season. If there was no single company-specific headline today, the gain could also be momentum from a broader fertilizer-sector bid as retail fertilizer prices have been running higher year over year.

Details:

Nutrien’s board increased its quarterly dividend to US$0.55 per share and signaled a new normal course issuer bid to repurchase up to 5% of shares (subject to exchange acceptance).

The Toronto Stock Exchange accepted Nutrien’s notice to commence the NCIB, with the new program starting in early March 2026 and running for up to 12 months (unless ended earlier).

In its full-year 2025 results materials, Nutrien provided 2026 guidance and discussed market fundamentals for potash and other crop inputs, which can influence investor expectations for earnings and free cash flow.

U.S. retail fertilizer pricing data in February 2026 showed broad year-over-year increases across major products, a backdrop that can be constructive for integrated nutrient producers.

Sources:

Nutrien, Business Wire, DTN

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$NTR Hedge Fund Activity

We have seen 293 institutional investors add shares of $NTR stock to their portfolio, and 332 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.

$NTR 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.

$NTR 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 $NTR, check out Quiver Quantitative's $NTR forecast page.

$NTR Price Targets

Multiple analysts have issued price targets for $NTR recently. We have seen 14 analysts offer price targets for $NTR in the last 6 months, with a median target of $74.0.

Here are some recent targets:

Laurence Alexander from Jefferies set a target price of $96.0 on 03/12/2026
Benjamin Theurer from Barclays set a target price of $80.0 on 03/03/2026
Kristen Owen from Oppenheimer set a target price of $78.0 on 02/26/2026
Andrew D. Wong from RBC Capital set a target price of $80.0 on 02/23/2026
Matthew DeYoe from B of A Securities set a target price of $71.0 on 02/20/2026
Michael Sison from Wells Fargo set a target price of $77.0 on 02/20/2026
Jeffrey Zekauskas from JP Morgan set a target price of $78.0 on 02/20/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.