Oppenheimer Lifts Nutrien (NTR) Price Target Despite Lighter Results, Citing Long-Term Growth Drivers

Nutrien Ltd. (NYSE:NTR) is included among the 13 Best Long-Term Dividend Stocks to Invest successful Right Now.

On February 26, Oppenheimer expert Kristen Owen raised the terms proposal connected Nutrien Ltd. (NYSE:NTR) to $78 from $76. The expert maintained an Outperform standing connected the stock. The steadfast said caller results came successful lighter than expected, but advancement connected portfolio actions continues to enactment the semipermanent concern case. Oppenheimer believes the institution is entering a twelvemonth with respective imaginable catalysts. Improving husbandman fundamentals, on with decisions related to its Phosphate business, Trinidad nitrogen operations, and Brazil Retail segment, are expected to amended net stableness and fortify escaped currency travel implicit time.

Reuters reported connected February 19 that Nutrien expects harvest nutrient request to summation successful 2026. This outlook comes adjacent arsenic farmers trim phosphate fertilizer usage owed to little returns. During its fourth-quarter net call, the institution said potash request is apt to rise. This is tied to beardown harvest accumulation successful 2025, little fertilizer exertion during the U.S. autumn season, and the comparatively little outgo of potash compared with different fertilizers.

CEO Ken Seitz said North American potash income volition beryllium “driven by the request to replenish ungraded nutrients pursuing a grounds harvest and a shortened autumn exertion window.” He besides noted that favorable upwind successful Australia is expected to enactment potash demand, arsenic farmers hole for upcoming planting seasons.

Seitz added that retail workplace merchandise income successful Brazil stay nether unit owed to anemic husbandman profitability. As a result, galore growers are delaying purchases for arsenic agelong arsenic possible. Even so, helium said potash request is improbable to decline. Its little outgo makes it a applicable choice, particularly aft ample crops successful 2025 depleted ungraded nutrients. He explained that farmers facing choky margins oregon losses often absorption connected maximizing harvest yields. Achieving that extremity requires capable fertilizer use, which continues to enactment semipermanent demand.

Nutrien Ltd. (NYSE:NTR) operates arsenic a planetary supplier of harvest inputs and cultivation services. The institution runs a ample web of production, distribution, and retail facilities, with operations crossed its Nutrien Ag Solutions, Potash, Nitrogen, and Phosphate segments.

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