Nutrien Climbs as Investors Focus on Higher Potash Guidance and Stronger Cash-Return Signals

Nutrien (NTR) is up 4.0% today. Here is some analysis on what might have caused this price movement. ([nutrien.com](https://www.nutrien.com/news/press-releases/nutrien-reports-second-quarter-2026-results-1753?utm_source=openai))

Analysis: The move appears tied to investors looking past a recent earnings miss and instead rewarding Nutrien’s improved potash outlook, lower planned capital spending, and faster share repurchases. This could also be because management described tight nitrogen market conditions for the second half of 2026, which may support margins if fertilizer demand remains firm. ([nutrien.com](https://www.nutrien.com/news/press-releases/nutrien-reports-second-quarter-2026-results-1753?utm_source=openai))

Details:

Sources:

Nutrien, Reuters, DTN ([nutrien.com](https://www.nutrien.com/news/press-releases/nutrien-reports-second-quarter-2026-results-1753?utm_source=openai))

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$NTR Hedge Fund Activity

We have seen 359 institutional investors add shares of $NTR stock to their portfolio, and 365 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

• ARROWSTREET CAPITAL, LIMITED PARTNERSHIP removed 5,797,862 shares (-49.0%) from their portfolio in Q2 2026, for an estimated $364,975,412
• WELLINGTON MANAGEMENT GROUP LLP removed 5,703,675 shares (-35.4%) from their portfolio in Q2 2026, for an estimated $359,046,341
• JPMORGAN CHASE & CO added 2,824,928 shares (+inf%) to their portfolio in Q2 2026, for an estimated $177,829,217
• TD ASSET MANAGEMENT INC removed 2,549,597 shares (-27.5%) from their portfolio in Q2 2026, for an estimated $160,497,131
• SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 2,369,714 shares (+inf%) to their portfolio in Q2 2026, for an estimated $149,173,496
• BOSTON PARTNERS added 1,958,776 shares (+91.8%) to their portfolio in Q2 2026, for an estimated $123,304,949
• ROYAL BANK OF CANADA added 1,887,589 shares (+6.1%) to their portfolio in Q2 2026, for an estimated $118,823,727

To track hedge funds’ stock portfolios, check out Quiver Quantitative’s institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$NTR Price Targets

Multiple analysts have issued price targets for $NTR recently. We have seen 13 analysts offer price targets for $NTR in the last 6 months, with a median target of $82.0.

Here are some recent targets:

• Vincent Sinisi from Morgan Stanley set a target price of $81.0 on 07/07/2026
• Ben Isaacson from Scotiabank set a target price of $80.0 on 06/30/2026
• Kristen Owen from Oppenheimer set a target price of $82.0 on 05/12/2026
• Jeffrey Zekauskas from JP Morgan set a target price of $80.0 on 05/11/2026
• Lucas Beaumont from UBS set a target price of $65.0 on 05/11/2026
• Michael Tupholme from TD Cowen set a target price of $86.0 on 05/06/2026
• Hamir Patel from CIBC set a target price of $88.0 on 04/30/2026

This article is not financial advice. See Quiver Quantitative’s disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.