Man Group plc Purchases New Position in Nutrien Ltd. $NTR

Man Group plc purchased a new position in Nutrien Ltd. (NYSE:NTR) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 105,187 shares of the company’s stock, valued at approximately $6,622,000.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Montag A & Associates Inc. lifted its stake in Nutrien by 310.7% during the 4th quarter. Montag A & Associates Inc. now owns 423 shares of the company’s stock valued at $26,000 after acquiring an additional 320 shares during the period. Evolution Wealth Management Inc. bought a new stake in shares of Nutrien in the first quarter worth approximately $32,000. Global Retirement Partners LLC bought a new stake in shares of Nutrien in the second quarter worth approximately $30,000. Thurston Springer Miller Herd & Titak Inc. raised its holdings in shares of Nutrien by 1,014.0% during the second quarter. Thurston Springer Miller Herd & Titak Inc. now owns 479 shares of the company’s stock valued at $30,000 after purchasing an additional 436 shares during the last quarter. Finally, Allied Private Wealth LLC purchased a new position in shares of Nutrien during the second quarter valued at approximately $33,000. 63.10% of the stock is owned by institutional investors.

Nutrien Price Performance

NYSE:NTR opened at $73.64 on Friday. The business’s 50-day simple moving average is $67.33 and its two-hundred day simple moving average is $70.56. Nutrien Ltd. has a 52 week low of $53.03 and a 52 week high of $85.36. The stock has a market cap of $35.23 billion, a PE ratio of 14.91, a P/E/G ratio of 0.78 and a beta of 0.61. The company has a quick ratio of 0.86, a current ratio of 1.39 and a debt-to-equity ratio of 0.36.

Nutrien (NYSE:NTR) last issued its quarterly earnings data on Wednesday, August 5th. The company reported $2.61 earnings per share for the quarter, missing analysts’ consensus estimates of $2.70 by ($0.09). Nutrien had a net margin of 8.44% and a return on equity of 8.88%. The firm had revenue of $10.81 billion for the quarter, compared to analysts’ expectations of $10.44 billion. During the same quarter in the previous year, the business earned $2.65 EPS. The company’s revenue for the quarter was up 3.6% on a year-over-year basis. As a group, analysts forecast that Nutrien Ltd. will post 4.71 EPS for the current fiscal year.

Nutrien Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, October 16th. Investors of record on Tuesday, September 29th will be paid a $0.55 dividend. This represents a $2.20 annualized dividend and a yield of 3.0%. The ex-dividend date of this dividend is Tuesday, September 29th. Nutrien’s dividend payout ratio (DPR) is currently 44.53%.

Wall Street Analyst Weigh In

A number of equities analysts have recently issued reports on NTR shares. TD Securities restated a “buy” rating on shares of Nutrien in a research note on Wednesday, May 6th. Barclays reduced their price objective on Nutrien from $81.00 to $78.00 and set an “overweight” rating for the company in a research report on Monday, August 10th. Scotiabank raised Nutrien from a “sector perform” rating to a “sector outperform” rating and set a $80.00 target price on the stock in a report on Tuesday, June 30th. Canadian Imperial Bank of Commerce reissued an “outperform” rating on shares of Nutrien in a research report on Monday, August 10th. Finally, Berenberg Bank set a $65.00 price target on Nutrien and gave the company a “hold” rating in a research note on Wednesday, June 10th. Seventeen analysts have rated the stock with a Buy rating, three have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $81.58.

Key Stories Impacting Nutrien

Here are the key news stories impacting Nutrien this week:

• Positive Sentiment: Zacks Research raised its FY2027 EPS estimate to $4.38 from $3.66, a substantial improvement that suggests stronger expected profitability. The firm also lifted estimates for Q2 2027, Q4 2027, FY2026, FY2028, Q1 2027, Q3 2027, Q4 2026 and Q2 2028. Collectively, the revisions point to improving longer-term earnings expectations.
• Positive Sentiment: An investor article emphasizes the appeal of not missing another year of Nutrien’s dividend income, which may reinforce the stock’s attraction to income-oriented investors. You’ve Already Missed a Year of Dividends: Here’s Why I Wouldn’t Miss Another
• Neutral Sentiment: Nutrien’s estimated current-year EPS remains below the broader consensus at $4.71 versus $4.95, while FY2027 and FY2028 estimates are $4.38 and $4.23, respectively. This indicates improving expectations but not an across-the-board bullish outlook.
• Negative Sentiment: Zacks Research reduced its Q3 2026 EPS estimate to $0.78 from $0.92 and its Q1 2028 estimate to $0.63 from $0.76. These cuts signal potential near-term earnings pressure and could limit the stock’s upside.

Nutrien 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.