Gateway Investment Advisers LLC Has $3.50 Million Stock Position in Nutrien Ltd. $NTR

Gateway Investment Advisers LLC lifted its holdings in shares of Nutrien Ltd. (NYSE:NTR) by 83.0% in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 56,712 shares of the company’s stock after buying an additional 25,726 shares during the period. Gateway Investment Advisers LLC’s holdings in Nutrien were worth $3,500,000 as of its most recent filing with the SEC.

A number of other institutional investors also recently modified their holdings of the business. Tweedy Browne Co LLC raised its holdings in shares of Nutrien by 21.3% during the 4th quarter. Tweedy Browne Co LLC now owns 17,735 shares of the company’s stock worth $1,096,000 after buying an additional 3,120 shares in the last quarter. Montag A & Associates Inc. raised its holdings in shares of Nutrien by 310.7% during the 4th quarter. Montag A & Associates Inc. now owns 423 shares of the company’s stock worth $26,000 after buying an additional 320 shares in the last quarter. Benjamin Edwards Inc. raised its holdings in shares of Nutrien by 23.2% during the 4th quarter. Benjamin Edwards Inc. now owns 4,220 shares of the company’s stock worth $261,000 after buying an additional 794 shares in the last quarter. Artemis Investment Management LLP acquired a new position in shares of Nutrien during the 4th quarter worth $3,224,000. Finally, Oppenheimer & Co. Inc. increased its holdings in Nutrien by 7.1% in the 4th quarter. Oppenheimer & Co. Inc. now owns 4,389 shares of the company’s stock worth $271,000 after purchasing an additional 292 shares in the last quarter. Institutional investors and hedge funds own 63.10% of the company’s stock.

Nutrien Stock Down 7.3%

Shares of Nutrien stock opened at $68.39 on Friday. Nutrien Ltd. has a one year low of $53.03 and a one year high of $85.36. The company has a debt-to-equity ratio of 0.37, a current ratio of 1.34 and a quick ratio of 0.70. The stock’s 50-day moving average is $74.93 and its 200 day moving average is $66.96. The firm has a market cap of $32.88 billion, a price-to-earnings ratio of 13.93 and a beta of 0.64.

Nutrien (NYSE:NTR) last announced its earnings results on Wednesday, February 18th. The company reported $0.83 EPS for the quarter, missing the consensus estimate of $0.87 by ($0.04). Nutrien had a net margin of 8.58% and a return on equity of 8.84%. The business had revenue of $5.12 billion for the quarter, compared to the consensus estimate of $5.26 billion. During the same quarter in the previous year, the company earned $0.31 EPS. The firm’s revenue for the quarter was up 5.1% on a year-over-year basis. Equities research analysts anticipate that Nutrien Ltd. will post 4.95 EPS for the current year.

Nutrien Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, July 17th. Investors of record on Tuesday, June 30th will be given a dividend of $0.55 per share. The ex-dividend date is Tuesday, June 30th. This represents a $2.20 annualized dividend and a dividend yield of 3.2%. Nutrien’s dividend payout ratio is presently 47.21%.

Key Nutrien News

Here are the key news stories impacting Nutrien this week:

• Positive Sentiment: Q1 adjusted results beat consensus — Nutrien reported adjusted EPS of $0.51 and revenue roughly $6.05B, beating estimates and driven by stronger sales. This is the headline fundamental reason supporting the stock. Nutrien Reports First-Quarter 2026 Results
• Positive Sentiment: Commodity strength — Media reports highlight stronger nitrogen and phosphate sales and record potash volumes, showing operational momentum in key fertilizer segments that supports near‑term earnings potential. Nutrien’s quarterly profit rises on strong nitrogen, phosphate sales
• Positive Sentiment: Analyst upgrade — Raymond James upgraded NTR to Outperform, which can attract buyers and provide support to the stock over the coming sessions. Raymond James Financial Upgrades Nutrien (NYSE:NTR) to Outperform
• Positive Sentiment: Dividend declared — Board approved a quarterly cash dividend of US$0.55 (yield ~3.2%), which is shareholder‑friendly and may attract income investors. Nutrien Announces Results of 2026 Annual Meeting
• Neutral Sentiment: Annual meeting outcomes — Directors were re-elected and routine corporate governance items passed; not expected to materially move the stock. Nutrien Announces Results of 2026 Annual Meeting
• Neutral Sentiment: Guidance reaffirmed — Management kept full‑year guidance ranges intact, which removes downside from guidance cuts but may disappoint investors wanting an upward revision. Nutrien Reports First-Quarter 2026 Results
• Negative Sentiment: GAAP vs adjusted divergence and metric scrutiny — GAAP net earnings were lower ($139M, or $0.27/share) than adjusted EPS, and some metric comparisons prompted deeper analyst scrutiny; that can temper enthusiasm despite the adjusted beat. Nutrien Reports First-Quarter 2026 Results
• Negative Sentiment: Market reaction / profit-taking — High trading volume and the stock pulling back from recent highs suggest short‑term profit‑taking and positioning changes by investors, which can drive additional near‑term downside. Nutrien (NTR) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates

Analysts Set New Price Targets

A number of brokerages have issued reports on NTR. UBS Group cut Nutrien from a “neutral” rating to a “sell” rating and upped their target price for the stock from $63.00 to $67.00 in a report on Thursday, March 26th. Scotiabank upped their target price on Nutrien from $70.00 to $75.00 and gave the stock a “sector perform” rating in a report on Monday, April 20th. Jefferies Financial Group raised Nutrien from a “hold” rating to a “buy” rating and upped their target price for the stock from $74.00 to $96.00 in a report on Thursday, March 12th. Wall Street Zen raised Nutrien from a “hold” rating to a “buy” rating in a report on Saturday, May 2nd. Finally, TD Securities reaffirmed a “buy” rating on shares of Nutrien in a report on Wednesday. Twelve analysts have rated the stock with a Buy rating, six have given a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $80.94.

Nutrien Company Profile

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.