Nutrien's second quarter earnings report reveals a mixed performance with a notable EPS miss, raising questions about future growth.
Nutrien Ltd (NTR.TO) recently reported its Q2 2026 earnings, disclosing an EPS of $2.61, which fell short of the consensus estimate of $2.70 by 4.04%. While revenue showed positive growth, the earnings miss has raised concerns among investors about the company's future outlook.
Recent earnings trend
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Nutrien Ltd
NTR.TO
NTR.TO
Nutrien Ltd
WealthAwesomeMarket cap
$44.94B
P/E
13.5x
Div. yield
2.33%
Div. / share
$2.19
52W high
$115.07
52W low
$72.68
1W change
-5.52%
Beta
1.06
Analyst Price Targets
Based on analyst covering NTR
Wall Street analysts forecast NTR stock price to rise 18.5% over the next 12 months.
Consensus
BullishBased on avg. target vs last close (formal rating unavailable for Canadian listings)
Avg. Target
C$110.92
+18.5% Upside
Current Price
C$93.62
Last close
Analyst ratings and price targets are updated periodically. Not financial advice.
Wealth Awesome Price Forecast
WA ModelStatistical 90-day price range based on NTR's historical volatility
30-Day Vol
26.2%
Annualized
90-Day Vol
30.3%
Annualized
Trend (90d)
-17.2%
Annualized drift
90d Mean
C$88.03
Expected price
| Horizon | Expected | 68% Range (1σ) |
|---|---|---|
| 30 trading days | C$91.72 | C$83.79 – C$100.40 |
| 60 trading days | C$89.86 | C$79.07 – C$102.12 |
| 90 trading days | C$88.03 | C$75.27 – C$102.97 |
Methodology: Range is calculated using 30-day realized volatility via geometric Brownian motion (log-normal model). 68% band = ±1σ, 95% band = ±2σ. This is a statistical model, not a prediction. Past volatility does not guarantee future results. Not financial advice.
Analyst coverage: 14 analyst(s) cover this name; upcoming EPS consensus is available.
Beat estimates in 1 of the last 4 comparable quarter(s).
| Fiscal period | Report date | Actual EPS | Estimate | Surprise |
|---|---|---|---|---|
| 2026-09-30 | 2026-11-04 | — | 1.1600 | — |
| 2026-06-30 | 2026-08-05 | 2.6100 | 2.7200 | -4.0% |
| 2026-03-31 | 2026-05-06 | 0.5100 | 0.5400 | -5.6% |
| 2025-12-31 | 2026-02-18 | 0.8300 | 0.9100 | -8.8% |
| 2025-09-30 | 2025-11-05 | 0.9700 | 0.9600 | +1.0% |
| 2025-06-30 | 2025-08-06 | 2.6500 | 2.4200 | +9.5% |
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Investor takeaway: Despite missing EPS estimates, Nutrien's revenue growth and strong operational performance in potash and nitrogen segments may provide a buffer against broader market volatility. Investors should watch for management's insights during the earnings call to gauge future performance.
Nutrien Reports Q2 EPS of $2.61, Missing Estimates by 4.04%
The reported EPS of $2.61 is a slight decline from $2.65 year-over-year, indicating potential headwinds in maintaining earnings momentum amidst a competitive market.
Bull case
Nutrien's revenue of $10.81 billion exceeded expectations, showing strong demand in the fertilizers market. The company's operational excellence and commitment to returning cash to shareholders highlight its resilience and focus on creating value.
Bear case
The EPS miss and mixed performance across product segments could signal underlying challenges. With a current Zacks Rank of #3, the stock may perform in line with the market, which could limit upside potential in the near term.
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