JPMorgan Chase & Co. Has $157.68 Million Stock Holdings in Nutrien Ltd. $NTR

JPMorgan Chase & Co. grew its stake in Nutrien Ltd. (NYSE:NTR) by 6.4% in the 3rd quarter, Holdings Channel.com reports. The fund owned 2,685,813 shares of the company’s stock after purchasing an additional 160,549 shares during the quarter. JPMorgan Chase & Co.’s holdings in Nutrien were worth $157,684,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also modified their holdings of the company. Root Financial Partners LLC bought a new stake in Nutrien during the third quarter worth about $37,000. Huntington National Bank increased its position in shares of Nutrien by 72.6% during the 2nd quarter. Huntington National Bank now owns 656 shares of the company’s stock worth $38,000 after purchasing an additional 276 shares during the last quarter. Geneos Wealth Management Inc. increased its position in shares of Nutrien by 42.4% during the 2nd quarter. Geneos Wealth Management Inc. now owns 735 shares of the company’s stock worth $43,000 after purchasing an additional 219 shares during the last quarter. Acadian Asset Management LLC bought a new stake in shares of Nutrien during the 1st quarter worth approximately $54,000. Finally, Bessemer Group Inc. boosted its holdings in shares of Nutrien by 27.7% in the 3rd quarter. Bessemer Group Inc. now owns 937 shares of the company’s stock valued at $55,000 after buying an additional 203 shares during the last quarter. Institutional investors and hedge funds own 63.10% of the company’s stock.

Nutrien Stock Performance

NYSE NTR opened at $71.19 on Friday. The stock has a market cap of $34.27 billion, a PE ratio of 15.28 and a beta of 0.73. The company has a debt-to-equity ratio of 0.39, a quick ratio of 0.89 and a current ratio of 1.41. The firm has a 50-day moving average of $66.23 and a 200-day moving average of $60.67. Nutrien Ltd. has a 52-week low of $45.78 and a 52-week high of $73.55.

Nutrien (NYSE:NTR) last released its quarterly earnings results 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). The company had revenue of $5.12 billion during the quarter, compared to the consensus estimate of $5.26 billion. Nutrien had a net margin of 8.43% and a return on equity of 8.46%. The firm’s revenue was up 5.1% compared to the same quarter last year. During the same period in the prior year, the company earned $0.31 earnings per share. On average, sell-side analysts anticipate that Nutrien Ltd. will post 3.72 EPS for the current year.

Nutrien Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, April 16th. Investors of record on Tuesday, March 31st will be paid a $0.55 dividend. This is a boost from Nutrien’s previous quarterly dividend of $0.55. The ex-dividend date is Tuesday, March 31st. This represents a $2.20 annualized dividend and a yield of 3.1%. Nutrien’s dividend payout ratio is presently 46.78%.

Analyst Upgrades and Downgrades

A number of brokerages recently weighed in on NTR. Zacks Research upgraded shares of Nutrien from a “hold” rating to a “strong-buy” rating in a report on Tuesday, January 27th. Raymond James Financial lifted their price objective on shares of Nutrien from $68.00 to $74.00 and gave the company a “market perform” rating in a research report on Friday. Mizuho upped their target price on shares of Nutrien from $65.00 to $68.00 and gave the company a “neutral” rating in a report on Friday, January 16th. Weiss Ratings reiterated a “hold (c)” rating on shares of Nutrien in a research note on Monday, December 29th. Finally, Barclays lifted their price target on Nutrien from $64.00 to $70.00 and gave the stock an “equal weight” rating in a report on Wednesday. Two analysts have rated the stock with a Strong Buy rating, seven have issued a Buy rating, ten have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $70.11.

Trending Headlines about Nutrien

Here are the key news stories impacting Nutrien this week:

• Positive Sentiment: Multiple broker upgrades and higher price targets — BMO raised its target to $85 (outperform), JPMorgan to $78 (overweight), Wells Fargo to $77 (equal weight) and Raymond James to $74, signaling analyst confidence in Nutrien’s outlook and suggesting meaningful upside from recent levels. BayStreet.CA Benzinga
• Positive Sentiment: Shareholder returns: Nutrien raised its quarterly dividend (to $0.55) and announced a new buyback program — a direct positive for investors seeking yield and capital return. TipRanks
• Positive Sentiment: Favorable commodity outlook: Management expects stronger global potash demand in 2026 despite difficult farm economics — a revenue/volume tailwind for Nutrien’s fertilizer segment. Reuters
• Neutral Sentiment: Earnings materials available — full Q4 2025 call transcript and presentation have been published for investor review; useful for drilling into segment-level detail but not a directional catalyst by itself. Seeking Alpha Yahoo Finance
• Neutral Sentiment: Some analysts remain cautious: Bank of America raised its target to $71 but kept a neutral rating (minimal implied upside). That tempers the bullish momentum from higher targets. Benzinga
• Negative Sentiment: Operational results missed consensus: Q4 EPS came in at $0.83 vs. $0.87 expected and revenue of ~$5.12B was slightly below estimates — the earnings miss is the primary near-term negative pressure on the share price. Zacks
• Negative Sentiment: Mixed analyst views persist — UBS assigned a “hold,” which indicates some investors and brokers are reserving judgment despite the positive catalysts. Globe & Mail

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.