Miller Howard Investments Inc. NY Lowers Position in Nutrien Ltd. $NTR

Miller Howard Investments Inc. NY cut its holdings in shares of Nutrien Ltd. (NYSE:NTR) by 1.4% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 610,343 shares of the company’s stock after selling 8,568 shares during the quarter. Miller Howard Investments Inc. NY owned about 0.13% of Nutrien worth $37,670,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also modified their holdings of NTR. Root Financial Partners LLC purchased a new position in shares of Nutrien during the 3rd quarter worth $37,000. Eastern Bank grew its holdings in shares of Nutrien by 133.0% during the 4th quarter. Eastern Bank now owns 699 shares of the company’s stock worth $43,000 after purchasing an additional 399 shares during the period. Geneos Wealth Management Inc. grew its holdings 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 period. Fulcrum Asset Management LLP purchased a new position in shares of Nutrien during the 3rd quarter worth $46,000. Finally, Acadian Asset Management LLC purchased a new position in shares of Nutrien during the 1st quarter worth $54,000. 63.10% of the stock is currently owned by hedge funds and other institutional investors.

Nutrien Price Performance

NTR stock opened at $70.64 on Monday. 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 firm has a market capitalization of $33.96 billion, a P/E ratio of 15.16 and a beta of 0.69. The business’s 50-day moving average is $74.53 and its two-hundred day moving average is $65.81. Nutrien Ltd. has a 1 year low of $51.98 and a 1 year high of $85.36.

Nutrien (NYSE:NTR) last posted its quarterly earnings results on Wednesday, February 18th. The company reported $0.83 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.87 by ($0.04). The company had revenue of $5.12 billion during the quarter, compared to analyst estimates of $5.26 billion. Nutrien had a net margin of 8.43% and a return on equity of 8.41%. Nutrien’s revenue for the quarter was up 5.1% on a year-over-year basis. During the same period in the prior year, the business earned $0.31 EPS. Analysts anticipate that Nutrien Ltd. will post 3.72 earnings per share for the current fiscal year.

Nutrien Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, April 16th. Shareholders of record on Tuesday, March 31st were given a $0.55 dividend. The ex-dividend date of this dividend was Tuesday, March 31st. This represents a $2.20 dividend on an annualized basis and a yield of 3.1%. This is an increase from Nutrien’s previous quarterly dividend of $0.55. Nutrien’s dividend payout ratio is 47.21%.

Analysts Set New Price Targets

A number of research firms have recently weighed in on NTR. BNP Paribas Exane cut Nutrien from an “outperform” rating to a “neutral” rating in a report on Monday, February 23rd. BMO Capital Markets increased their price target on Nutrien from $85.00 to $90.00 and gave the stock an “outperform” rating in a report on Wednesday, March 18th. Royal Bank Of Canada increased their price target on Nutrien from $80.00 to $85.00 and gave the stock an “outperform” rating in a report on Tuesday, April 7th. Wall Street Zen cut Nutrien from a “buy” rating to a “hold” rating in a report on Sunday, April 12th. Finally, Mizuho increased their price target on Nutrien from $65.00 to $68.00 and gave the stock a “neutral” rating in a report on Friday, January 16th. Ten research analysts have rated the stock with a Buy rating, eight have given a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Hold” and a consensus price target of $79.65.

Key Stories Impacting Nutrien

Here are the key news stories impacting Nutrien this week:

• Positive Sentiment: Zacks raised a couple of near‑term quarter forecasts (Q3 2026 to $0.75 from $0.72; Q2 2027 to $1.87 from $1.84), which slightly offsets cuts elsewhere and could support near‑term earnings visibility. MarketBeat Zacks upgrades
• Neutral Sentiment: Mizuho reiterated a Hold on NTR (reported as “Gets a Hold”), a neutral signal that suggests no immediate change in sell‑side conviction. Nutrien (NTR) Gets a Hold from Mizuho Securities
• Negative Sentiment: Unusually large put buying: traders purchased ~14,187 put contracts on Friday (about 88% above the average put volume), signaling increased hedging or directional bearish bets that can amplify downside pressure on the stock. Options flow report
• Negative Sentiment: Zacks Research issued a string of downward revisions across multiple periods — trimming EPS for Q2 2026, Q4 2026, Q1 2027, Q4 2027 and lowering FY2026–FY2028 estimates (while keeping a Hold rating). The cuts reduce near‑ and medium‑term earnings expectations and likely prompted some investor selling. Zacks still cites a consensus full‑year figure (reported there) but has lowered several company forecasts. MarketBeat — Zacks estimate revisions

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.