Nutrien: The Downtrend Is Done, Dividend Hike And Technicals Are Evidence
The Materials sector, particularly the agricultural industry, has outperformed in 2025, with the Global X AgTech & Food Innovation ETF leading the way. Nutrien offers value with an attractive yield, improved Q4 performance, and bullish technical signals suggesting a potential rise to $70. Despite mixed Q4 results, Nutrien's positive outlook, cost-cutting efforts, and high dividend yield underscore cautious optimism and potential EPS upgrades.
Nutrien's Q4 Earnings and Revenues Lag Estimates, Decline Y/Y
The decline in NTR's earnings is primarily due to reduced potash net selling prices and sales volumes in Q4.
Nutrien Ltd. (NTR) Q4 2024 Earnings Call Transcript
Nutrien Ltd. (NYSE:NTR ) Q4 2024 Earnings Conference Call February 20, 2025 10:00 AM ET Company Participants Jeff Holzman - VP, Investor Relations Ken Seitz - President, CEO & Director Mark Thompson - EVP, Chief Commercial Officer & CFO Trevor Williams - EVP & President, Nitrogen & Phosphate Jeff Tarsi - SVP, Retail North America Jason Newton - Head Economist Conference Call Participants Ben Isaacson - Scotiabank Steve Hansen - Raymond James Andrew Wong - RBC Capital Markets Joel Jackson - BMO Vincent Andrews - Morgan Stanley Kristen Owen - Oppenheimer Steve Byrne - Bank of America Merrill Lynch Richard Garchitorena - Wells Fargo Jeffrey Zekauskas - JPMorgan Andrew Rosivach - Wolfe Research Edlain Rodriguez - Mizuho Lucas Beaumont - UBS Rahi Parikh - Barclays Aron Ceccarelli - Berenberg Michael Tupholme - TD Cowen Operator Greetings, and welcome to Nutrien's 2024 Fourth Quarter Earnings Call.
Compared to Estimates, Nutrien (NTR) Q4 Earnings: A Look at Key Metrics
While the top- and bottom-line numbers for Nutrien (NTR) give a sense of how the business performed in the quarter ended December 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Nutrien (NTR) Q4 Earnings and Revenues Miss Estimates
Nutrien (NTR) came out with quarterly earnings of $0.31 per share, missing the Zacks Consensus Estimate of $0.33 per share. This compares to earnings of $0.37 per share a year ago.
Curious about Nutrien (NTR) Q4 Performance? Explore Wall Street Estimates for Key Metrics
Besides Wall Street's top -and-bottom-line estimates for Nutrien (NTR), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended December 2024.
Nutrien (NTR) Expected to Beat Earnings Estimates: Can the Stock Move Higher?
Nutrien (NTR) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Here's Why You Should Add Nutrien Stock to Your Portfolio
NTR gains on healthy demand for fertilizers on the strength in global agriculture markets, acquisitions and cost-saving actions.
Bear of the Day: Nutrien (NTR)
Nutrien Ltd. NTR saw falling earnings in 2023 and is expected to see it again in 2024.
Nutrien: Worth Having Exposure To
Nutrien Ltd. offers a strong market presence and cost advantages in potash and nitrogen, making it a compelling value despite cyclical fertilizer price volatility. The stock's 4.4% dividend yield and nearly 10% free cash flow yield provide an attractive income that is well-covered at low fertilizer prices. Nutrien's conservative capital allocation during cycles and recent performance as an inflation hedge enhance its potential to enhance risk-adjusted returns in upcoming inflation shocks.
Nutrien's Q3 Earnings and Revenues Fall Short of Estimates
NTR's Q3 financial performance is adversely impacted by lower net realized Potash selling prices.
Growth On The Cheap: Nutrien's Big Yield In Fertile Ground
Nutrien Ltd., the world's largest potash producer, has a narrow-moat advantage, allowing profitability even when commodity prices are low. Despite recent volatility, Nutrien's 3Q24 data shows promising growth, with EBITDA up 21%, supported by higher prices and sales volumes. My investment thesis remains strong; Nutrien is a "Strong Buy" due to its cost advantages and potential for recovery in agricultural markets.
