78,050 Shares in Nutrien Ltd. $NTR Bought by Cumberland Partners Ltd

Cumberland Partners Ltd bought a new stake in Nutrien Ltd. (NYSE:NTR) during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm bought 78,050 shares of the company’s stock, valued at approximately $4,582,000.

Several other hedge funds and other institutional investors also recently modified their holdings of NTR. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its position in Nutrien by 65.1% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 25,224 shares of the company’s stock valued at $1,253,000 after purchasing an additional 9,950 shares during the last quarter. NewEdge Advisors LLC increased its stake in shares of Nutrien by 6.2% in the first quarter. NewEdge Advisors LLC now owns 6,907 shares of the company’s stock valued at $343,000 after purchasing an additional 404 shares during the period. Focus Partners Wealth bought a new stake in shares of Nutrien during the first quarter valued at approximately $516,000. Acadian Asset Management LLC acquired a new position in shares of Nutrien during the first quarter worth approximately $54,000. Finally, Yousif Capital Management LLC boosted its position in shares of Nutrien by 8.5% during the second quarter. Yousif Capital Management LLC now owns 6,532 shares of the company’s stock worth $380,000 after buying an additional 510 shares during the period. Institutional investors and hedge funds own 63.10% of the company’s stock.

Key Stories Impacting Nutrien

Here are the key news stories impacting Nutrien this week:

• Positive Sentiment: Board boosts shareholder returns — Nutrien raised its quarterly dividend to US$0.55 and announced intent to repurchase up to 5% of outstanding shares, which can support the share price by returning capital and reducing float. Read More.
• Positive Sentiment: Management highlights strong operational performance and cost/capex discipline — the company said 2025 delivered exceptional performance across segments and lower costs/capex than targeted, and provided 2026 guidance (details in the release), which supports confidence in earnings quality. Read More.
• Neutral Sentiment: Analyst moves are mixed — Barclays raised its price target to $70 with an “equal weight” call, leaving the stock essentially in-line with current levels; other firms show a range of targets. Analyst tone is not uniformly bullish. Read More.
• Neutral Sentiment: Brokerage coverage: UBS reiterated a hold, reflecting cautious views from some sell-side firms despite buyback/dividend news. Read More.
• Negative Sentiment: Q4 results missed consensus — Nutrien reported adjusted EPS of $0.83 vs. the $0.87 consensus and revenue of $5.12B vs. ~$5.26B expected; the EPS/revenue miss is the primary negative driver putting near-term pressure on the stock. Read More.
• Negative Sentiment: Market reaction and mixed underlying metrics — some data providers and headlines note declines in certain quarterly metrics (revenue/gross profit down y/y in parts of the report) and the immediate market response was negative. That created selling pressure despite net-income and margin items that improved. Read More.

Wall Street Analysts Forecast Growth

Several analysts recently commented on NTR shares. Zacks Research upgraded Nutrien from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, January 27th. Morgan Stanley raised Nutrien from an “equal weight” rating to an “overweight” rating and increased their price target for the stock from $70.00 to $77.00 in a research note on Wednesday, January 14th. Mizuho lifted their price objective on shares of Nutrien from $65.00 to $68.00 and gave the company a “neutral” rating in a research note on Friday, January 16th. Oppenheimer reaffirmed an “outperform” rating on shares of Nutrien in a report on Tuesday, January 27th. Finally, UBS Group raised their target price on shares of Nutrien from $58.00 to $63.00 and gave the company a “neutral” rating in a research note on Monday, January 12th. Two equities research analysts have rated the stock with a Strong Buy rating, five have issued a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Hold” and an average price target of $66.69.

Nutrien Price Performance

NYSE:NTR opened at $70.37 on Thursday. The company has a quick ratio of 0.89, a current ratio of 1.41 and a debt-to-equity ratio of 0.39. The business’s 50-day moving average price is $65.84 and its 200 day moving average price is $60.49. Nutrien Ltd. has a 52-week low of $45.78 and a 52-week high of $73.55. The firm has a market cap of $33.88 billion, a P/E ratio of 18.97 and a beta of 0.73.

Nutrien (NYSE:NTR) last posted its quarterly earnings data on Wednesday, February 18th. The company reported $0.83 earnings per share for the quarter, missing the consensus estimate of $0.87 by ($0.04). Nutrien had a net margin of 6.79% and a return on equity of 7.54%. The business had revenue of $5.12 billion for the quarter, compared to the consensus estimate of $5.26 billion. During the same quarter last year, the business posted $0.31 EPS. The business’s revenue for the quarter was up 5.1% on a year-over-year basis. As a group, sell-side analysts predict that Nutrien Ltd. will post 3.72 earnings per share for the current fiscal year.

About Nutrien

Nutrien Ltd. is a global fertilizer and agricultural-services company headquartered in Saskatoon, Saskatchewan, Canada. The company is publicly traded and operates across the farm input value chain, combining upstream fertilizer production with a broad retail and services platform aimed at supporting crop production worldwide. Nutrien’s business model integrates the manufacture and distribution of crop nutrients with on-the-ground agronomic support for growers and agricultural businesses.

Nutrien produces and supplies the three primary fertilizer nutrients—potash, nitrogen and phosphate—through its wholesale operations, and markets a wide range of crop inputs including seeds and crop protection products.